Acquisition Opportunity Recent acquisition by Marcum signals a potential combination strategy and integration opportunities within the regional accounting services market. Engage with Marcum’s expanded network to offer scalable services that complement the post-acquisition integration, targeting clients seeking continuity, enhanced compliance, and broader advisory capabilities.

SMB Focus Croskey Lanni, PC specializes in small- to mid-sized privately-held companies, nonprofits, educational associations, and families. This focus suggests sales opportunities for scalable cloud-based accounting, controller-level oversight, and personalized advisory packages tailored to growing organizations with limited in-house finance resources.

Growth Readiness Revenue in the 10 to 25 million range indicates mid-market ambitions with room for expanded services such as outsourced CFO, financial planning and analysis, and strategic tax optimization. Present value through bundled services, efficiency gains, and a clear roadmap for scale.

Technology Stack Existing use of advertising tech and web security features implies a digitally aware client base. Opportunity to cross-sell modern SaaS-enabled accounting solutions, data analytics, and implemented security/compliance practices aligned with client IT maturity.

Competitive Position Listed peers include large firms and multi-office practices. Position Croskey Lanni as a boutique firm offering high-touch, customized solutions with strong domain expertise in nonprofits and educational entities. Target SMBs seeking personal service without large-firm overhead, and leverage post-acquisition dynamics to position as a trusted advisor during transition.