Strategic Acquisitions Baker Tilly has been actively acquiring other firms like CironeFriedberg, Hancock Askew & Co., and expanding its expertise and market presence. These acquisitions present an opportunity for cross-selling services to the newly acquired clients and leveraging combined resources for upselling additional services.

Key Personnel Appointments The recent appointment of high-profile individuals like Mary Jo Anderson as head of learning and Barry Melancon as an adviser highlights an opportunity to connect with industry leaders and decision-makers within Baker Tilly. Building relationships with key personnel can open doors for introducing new services and solutions to the organization.

Sustainability and Growth Focus Baker Tilly's commitment to unlocking growth potential and defining tomorrow's success positions them as a forward-thinking and growth-focused organization. This focus on sustainability and continuous improvement presents an opportunity to align sales pitches with clients looking for long-term strategic partnerships and growth initiatives.

Technology Integration With a robust tech stack including Oracle ERP Cloud and Microsoft Azure, Baker Tilly demonstrates a strong emphasis on utilizing technology to drive efficiency and innovation in service delivery. Highlighting technological capabilities and solutions tailored to client needs can appeal to businesses seeking cutting-edge accounting services.

Market Expansion - Eastern US The appointment of Monica Modi Dalwadi as managing principal for the Eastern US signifies Baker Tilly's focus on expanding operations in key markets such as metropolitan DC, West Virginia, Pennsylvania, New York, and New England. This geographic expansion presents an opportunity to tailor sales strategies towards businesses in these regions seeking specialized accounting services.