Military client focus Many of their clients are Military and Veterans, indicating a potential fit for targeted services such as specialized tax planning, compliance, and payroll support for government contractors or veterans benefits advisory.

Small firm agility With 2-10 employees, Butler & Wagner operates as a small, personalized CPA firm. This presents an opportunity to upsell scalable cloud-based bookkeeping, advisory services, and technology integrations that enhance efficiency without heavy overhead.

Virginia footprint Established in Burke, VA and serving clients across the Commonwealth for over 20 years. Potential for expansion through regional marketing, partnerships with local Small Business Development Centers, and targeted outreach to VA-based small businesses and fiduciaries.

Tech stack leverage Utilizes cloud and analytics tools (AWS, Matomo/Piwik PRO, Microsoft 365, PWA). Cross-sell modern financial automation, data security, and analytics services to modernize client back-office and improve tax/compliance workflows.

Revenue growth signal Reported revenue between $1M and $10M with a long tenure in the market. Indicates readiness for value-add services such as outsourced CFO, tax planning for growing SMBs, and expanded audit representation capabilities for small firms.