Growth and Expansion Clayton & McKervey is actively expanding its partner network, exemplified by their recent merger with Wipfli LLP, which suggests a focus on increasing their market reach and service capabilities in the middle-market segment, providing potential opportunities to offer complementary services or solutions.

International Focus The firm specializes in serving companies expanding globally, particularly in manufacturing, distribution, and industrial automation sectors, indicating a strong demand for cross-border tax, compliance, and consulting services among their clients.

Technological Adoption With a tech stack that includes data analytics tools, PWA, and digital advertising platforms, Clayton & McKervey emphasizes technology-driven solutions, presenting opportunities to introduce innovative financial or workflow automation products.

Market Recognition Receiving industry awards such as the Tax & Accounting Firm of the Year highlights the company's strong reputation and leadership positioning, making them a key target for premium financial solutions and strategic consulting partnerships.

Client Engagement Their partnerships with educational institutions like Adrian College and involvement in professional development initiatives reveal a commitment to workforce growth and training, which can be leveraged to promote HR Tech, talent management, and professional development solutions.