Recent Acquisition Burkett & Beattie Inc. was acquired by Aprio, LLP in December 2024, indicating potential for integration of advanced accounting technology solutions and cross-selling financial consulting services.

Market Entry Strategy As a smaller firm with revenue under 1 million dollars, Burkett & Beattie presents opportunities for scalable accounting solutions, cloud-based financial management tools, and targeted growth services suitable for emerging firms.

Regional Focus Located in Libertyville, Illinois, the company offers potential for local market expansion, regional networking, and community-specific financial advisory services to maximize client engagement.

Technological Stack Utilization of modern tools such as WordPress, Yoast SEO, and PHP suggests openness to digital engagement and could be an entry point for marketing automation, website optimization, and client onboarding solutions.

Industry Positioning With a small team, Burkett & Beattie could benefit from targeted vertical marketing towards small to mid-sized businesses and startups, providing tailored financial solutions and technology upgrades to enhance competitiveness.