Growth through merger Baker Holtz is joining the Maner Costerisan team effective January 1, 2026, signaling a strategic expansion and potential cross-sell opportunities across a larger client base and integrated service offerings.

Mid-market footprint With 11-50 employees and revenue in the $10M–$25M range, Baker Holtz sits in the mid-market segment, presenting opportunities to upsell enhanced advisory, tax optimization, and technology-enabled financial services to growing firms.

Tech enablement Current tech stack includes Google Cloud, WordPress, Piwik PRO Core and analytics tools, which suggests openness to process automation, data-driven advisory, and cybersecurity enhancements as value adds.

Talent-based growth Recent hiring activity and a history of strategic hires indicate a growth-focused culture; this creates opportunities to offer scalable staffing solutions, training programs, and succession planning services to support expansion.

Strategic partnerships Recent collaboration with Heintzelman Accounting Services Inc demonstrates a receptiveness to partnerships; there is potential to formalize referral arrangements, joint service offerings, and co-branded client solutions.