Growth through acquisitions Strategic expansion activity with Matkovic Financial Group and Sullivan Financial Services signals opportunities to engage with growing affiliated practices and CPAs seeking tax‑efficient wealth management partnerships.

Tax‑centric offering Avantax focuses on tax‑intelligent wealth management, creating a compelling value proposition to target tax professionals, CPAs, and advisory firms seeking integrated planning solutions for clients with complex tax needs.

Partner network leverage A nationwide network of independent contractors and CPA firm partnerships presents a scalable channel for cross‑selling wealth management, tax services, and insurance offerings to SMB clients.

Tech‑enabled trust Utilize Avantax’s tech stack footprint (ServiceNow, CrowdStrike, DocuSign, Airtable, Elasticsearch) to pitch streamlined onboarding, secure data practices, and efficient client workflows as a differentiator for advisory firms.

Leadership and governance Recent C‑level moves and commentary around executive leadership changes suggest a potential opening to offer executive advisory services, CFO outsourcing, and risk/compliance solutions aligned with growing financial platforms.