Public finance expertise Established public sector financial advisory with over six decades of experience and a focus on municipalities, utilities, and educational clients presents cross-selling opportunities for related financial services and long-term advisory engagements.

Midwest footprint Strong regional presence as a leading independent advisor to governmental units in the Midwest suggests potential for expansion into neighboring jurisdictions and amplification of referral networks with local government stakeholders.

Strategic merger Merging with Baker Tilly International enhances credibility and access to a broader global firm ecosystem, enabling joint proposals, larger-scale projects, and expanded service offerings for public sector clients.

Tech and data Reliance on web analytics and classic web tech indicates opportunities to upsell modern digital transformation, data analytics, and smarter financial planning tools tailored to public sector budgeting and capital projects.

Financial health Moderate revenue range with lean employee base signals potential for scalable advisory services, cross-sell of niche public finance products, and value-based pricing to win additional municipal engagements.