Acquisition Synergy Strategic fit for Armanino’s ERP and technology services post-acquisition; leverage combined strengths to offer integrated financials, CRM, and operational solutions to CBS clients and cross-sell to Armanino’s broader SMB base.

ERP & Cloud Expansion CBS offers on-premise or cloud-based financials and inventory management; position as a gateway for SMBs migrating to cloud ERP with Remediation, migration services, and ongoing managed support.

Longstanding Relationships Enterprise client relationships and in-house delivery focus present opportunities to upsell ongoing support, optimization, and user training for existing customers seeking deeper automation and better ROI.

Industry Footprint Experience across healthcare, distribution, professional services, financial, non-profit, and education creates cross-sell opportunities by industry with tailored dashboards, compliance, and reporting capabilities.

Security & Compliance Previous SEC action history signals a need to emphasize data security, governance, and compliance offerings; propose robust security assessments, encryption, and regulatory-ready solutions to reassure prospects.