Growth momentum With revenue in the $25M-$50M range and a track record as one of the fastest growing CPA firms in Northwest Indiana, CLH presents an upsell opportunity for advisory services, expanded audits, and valuation work as clients scale.

SME focus Target small to medium-sized businesses and high net-worth individuals who require comprehensive services beyond core accounting, including merger and acquisition support, estate planning, and tailored tax strategies.

Strategic partnerships Recent collaboration with INCPAS signals openness to program-based partnerships; leverage partnerships to cross-sell regulatory compliance, education, and bundled advisory offerings to local businesses.

Talent signals Recent promotions and new hires highlight ongoing capability expansion; position services around talent management, leadership development, and succession planning for client firms as a differentiation.

Tech enablement Investments in cloud platforms and security tools (AWS, Google Cloud, Azure, KnowBe4) create a foundation for offering scalable, risk-aware services, including outsourced CIO/fintech integration and enhanced cybersecurity assessments.