Growth through advisory Longstanding Midwest accounting firm with diverse advisory services and a strong private company focus presents sales opportunities to expand into business performance consulting, risk services, IT and internal audits, and transaction advisory for family-owned and private equity-backed clients.

Technology enabled Existing technology partnerships and cloud infrastructure awareness (evidence of Cloudflare usage) suggest upsell potential in cybersecurity consulting, IT risk assessments, and cloud/data security optimization for clients amid digital transformation efforts.

Strategic alliances Recent mergers and partnerships with Armanino and Kensci indicate an openness to collaboration and integration; leverage these relationships to position additional cross-firm services such as tax optimization, international tax, and industry-specific solutions for shared clients.

Industry focus Deep experience across broker-dealers, financial institutions, healthcare, manufacturing, real estate, not-for-profit, and startups creates cross-sell opportunities for industry-specific risk, compliance, and VA services, including captive insurance, employee benefit plan audits, and state/local tax credits.

Talent and growth Strong employer reputation and career development momentum attract skilled professionals; use this to pitch scalable services for client succession planning, capacity of advisory teams during growth cycles, and targeted recruiting-focused financial advisory for clients expanding workforce or operations.