Strategic merger Briggs & Veselka has joined Crowe, expanding reach and resources. This presents an opportunity to engage via Crowe’s broader client network and cross-sell advisory, tax, and audit services to mid-market accounts.

Growth opportunit The firm has doubled in size recently and maintains high client service standards with strong retention. Target growth through scalable services such as outsourced accounting, internal controls, and advisory for expanding mid-market firms.

Talent leverage A high employee engagement profile and top-tier awards indicate stable operations and a premium work environment. Propose workforce-related solutions like HR tech, payroll optimization, and risk/compliance consulting to sustain talent strategy.

Tech stack Current technology footprint includes Sage Intacct, CrowdStrike, HubSpot, and analytics tools. Opportunities exist to tailor integrations, cybersecurity, cloud-based financial workflows, and data analytics services for clients seeking digital transformation.

Revenue visibility Revenue sits in the $50M–$100M range with a broad client base. Position scalable assurance, tax planning, and advisory offerings to mid-market companies aiming to optimize profitability, internal controls, and growth financing.