Regional Focus Bergan Paulsen serves clients primarily within the regional market of Waterloo, IA, indicating opportunities to expand their geographic reach or deepen services within local industries through targeted offerings.

Personalized Service The company's emphasis on personalized service and understanding client needs presents opportunities to introduce innovative advisory solutions, digital transformation, and tailored financial tools that enhance client engagement.

Growth Potential With revenues estimated between 10 million and 25 million and a medium-sized team, Bergan Paulsen is positioned for growth, making it a candidate for strategic technology integrations or expanded service lines to increase market share.

Alliance Network As an independent member of the BDO Seidman Alliance, there are avenues to offer joint services, leverage the network for new client acquisition, and implement best practices from larger firms to stay competitive.

Competitive Position Operating alongside large firms like KPMG and Deloitte, Bergan Paulsen can benefit from niche specialization and differentiated service offerings to attract clients seeking more personalized attention over bigger firms.