Growth Footprint Clearview has a growing nationwide and overseas client base with year-over-year organic growth and a strong culture, presenting an opportunity to cross-sell to Citrin Cooperman's national client network and expand into new regional markets.

Acquisition Momentum The parent firm Citrin Cooperman's active acquisitions and strategic investments create a steady influx of potential clients and integration needs that Clearview can address with advisory, change management and technology enablement services.

Tech Stack Leverage Clearview's technology footprint including QuickBooks, Intapp, Veeam, Dell and Office 365 positions the firm to offer tech-enabled accounting, cloud migrations, cybersecurity and data protection services to mid-market clients undergoing digital transformation.

Culture as Differentiator A values-driven culture focused on delighting clients and empowering individuals can be a compelling differentiator when engaging with mid-market firms seeking high service quality and strong talent execution.

Mid Market Focus With revenue of 25 to 50 million and a lean 11-50 person team, Clearview is well positioned to upsell outsourced accounting, finance transformation and advisory services to Citrin Cooperman's expanding client base and partner ecosystem.