Regional Expertise As the largest regional business advisory firm in New England serving a broad client base, blumshapiro has extensive industry knowledge and deep community connections, offering opportunities for tailored local service offerings.

Strong Industry Recognition Being recognized consistently as a great place to work and among the top companies for working parents and women demonstrates robust employee engagement and a positive organizational culture, appealing to clients seeking firm stability and reputation.

Strategic Acquisition Since joining CLA in 2021, blumshapiro benefits from the broader resources and industry-focused services of a national firm, presenting opportunities to cross-sell advanced advisory, wealth management, and consulting services to existing clients.

Technology Adoption Utilizing advanced tech stacks like Workday, Google Maps, and cloud security tools positions blumshapiro as a tech-savvy firm that can leverage digital solutions to improve client service delivery and operational efficiency.

Growing Financial Footprint With revenue between $50M and $100M and active investments in assets such as ETF stakes, the firm shows financial stability and growth potential, opening avenues to offer expanded wealth management, investment advisory, and financial planning services to high-net-worth clients.