Regional leadership Target firms in the Capital region aware of CBM’s status as a regional leader in accounting; approach with offers for expanding services to nearby government contractors, non-profits, and mid-market clients seeking enhanced advisory and compliance capabilities.

Wealth planning expansion Leverage CBM’s MBI, LLC fee-only wealth management arm and divorce financial planning growth to cross-sell comprehensive financial planning, investment management, and litigation support services to CPAs’ existing clients seeking holistic financial solutions.

Diversified services Promote CBM’s full-service tax, accounting, advisory, and niche areas (not-for-profits, auto dealerships, construction, real estate, family-owned businesses) to attract clients needing integrated solutions rather than point solutions.

Industry recognition Capitalize on awards and rankings to build credibility in pitches to mid-market firms and family-owned businesses; use third-party accolades to differentiate CBM in competitive RFPs and referral networks.

Talent and growth Exploit recent leadership hires and promotions, such as the divorce financial planning manager, to position CBM as investing in specialized talent; target firms undergoing ownership transitions, mergers, or estate planning needs for expanded advisory services.