Expansion via merger Brown Smith Wallace joined forces with Armanino LLP in August 2021, signaling a capacity to offer broader national-scale advisory and technology-enabled services that can be sold to existing clients needing cross-border and larger-scale solutions.

Private and family business focus With a long-tenured base of family owned and private companies across industries, there are strong opportunities to upsell strategic advisory services such as succession planning, tax optimization, and ownership transition planning.

Risk and cybersecurity The firm provides cybersecurity and IT risk services, internal and IT audit, and other risk advisory offerings, presenting cross-sell potential to mid‑market companies increasingly investing in governance, risk, and compliance programs.

Industry vertical expertise Target sectors include broker-dealers, captive insurance, construction, healthcare, financial institutions, real estate, manufacturing, not-for-profit, and startups, enabling tailored solutions and bundled service packages for these segments.

Public market positioning As an INSIDE Public Accounting Top 100 Firm with a regional prominence and recognized workplace awards, leverage brand credibility to pursue larger client prospects, partnerships, and referral networks to expand into additional services and geographies.