Forensic Growth The firm specializes in forensic accounting, fraud investigations, and economic damages, signaling strong potential for expanding services to clients facing disputes, regulatory scrutiny, or litigation needs in the Rocky Mountain region.

SMB Scale With a lean team size and revenue in the low to mid seven figures, there is an opportunity to upsell larger advisory services, data analytics, and comprehensive valuation or receivership support to mid-market clients seeking scalable forensic solutions.

Tech-Driven Current technology stack and data analytics capabilities can be showcased to prospects prioritizing secure, efficient, and auditable investigations, offering differentiated delivery and faster insights.

Colorado Focus As a Colorado-based CPA firm with regional footprint, target local law firms, construction, energy, and healthcare sectors that frequently need litigation support, expert testimony, and dispute resolution services.

Partner Visibility Promote partner-led engagement and the firm’s commitment to thorough data reconstruction and penny-by-penny accuracy to attract clients seeking high-trust, high-precision forensic counsel amid complex disputes.