Expanded service access The 2019 combination with Moss Adams expands Baker Peterson Franklin’s reach to nearly 2,900 professionals across 26 locations, offering a broader range of accounting, consulting, and wealth management services that can be cross-sold to existing clients and attract larger engagements.

Strategic client growth Local roots with national backing create opportunities to upsell comprehensive solutions including auditing, tax, consulting, and bookkeeping, leveraging Moss Adams’ resources to win mid-market and multi-service contracts.

Industry specialization Target industries such as agriculture, food and beverage processing, manufacturing and distribution, and auto and equipment dealerships remain core strengths; these verticals can be leveraged to bundle advisory and risk management offerings tailored to sector-specific needs.

Technology stack leverage Utilize Moss Adams’ broader technology capabilities and shared platforms to propose enhanced data analytics, ERP integrations, and digital transformation services that complement existing CPA services and drive efficiency for clients.

Growth signals Revenue range indicates a growing firm with scalable capacity; potential clients seeking stability with a proven merger partner can be targeted for larger engagements, cross-referrals, and expanded service lines across the combined platform.