Collaboration Advantage Highlight BKM Sowan Horan’s collaborative, team-based approach as a differentiator for clients seeking integrated audit, tax, and advisory services. Position opportunities with mid-market privately held companies and entities with mixed public/private needs that benefit from multi-skill engagement.

Growth Trajectory Leverage the firm’s growth narrative and rapid expansion history, including the merger activity in 2022, to approach firms undergoing consolidation or growth-driven governance changes. Present scalable service models suitable for increasing complexity across clients with revenue from tens of millions up to several billions.

Public Company Focus Emphasize experience with SEC-registered entities and the PCAOB framework to target private companies planning venture-backed or public-stage transitions, as well as not-for-profits and employee benefit plans seeking compliant, scalable assurance and advisory support.

Regional Texas Footprint Capitalize on TEXAS-based operations and Dallas presence to pursue local or regional firms needing responsive, hands-on partner access and quicker issue resolution, including cross-sell potential into related professional services across similar mid-market segments.

Tech‑enabled Services Promote the firm’s tech stack and digital capabilities as enablers for efficient audits and advisory work. Target clients seeking modernized, cloud-driven accounting, data analytics, and client experience improvements that align with a collaborative, high-service model.