Strong midmarket focus Target mid-sized privately held businesses and nonprofits in the Northwest seeking trusted accounting, tax, and advisory support from a firm with a 25+ year track record and a collaborative partnership approach.

Referral-ready partnerships Leverage their alliance mindset and independent firm structure to co-sell with complementary advisory providers, expanding service reach for small to mid-sized clients needing integrated solutions.

Growth-friendly recognition capitalize on recent Best Firms to Work For recognition to attract talent-driven clients and investors who value culture, employee engagement, and stable, client-focused teams.

Digital and tech stack Engage their modernization capabilities using WordPress, HubSpot, and Microsoft 365 to offer scalable, digital-first services, including online onboarding, client portals, and streamlined communications.

Revenue opportunites With revenue range of 25 to 50 million and a mix of attest, tax, and advisory services through affiliated entities, target cross-sell opportunities across tax planning, nonprofit compliance, and strategic advisory for growth-oriented organizations.