Acquisition Opportunity Marc um LLP acquired Croskey Lanni, PC on May 1st, 2024, expanding into Michigan. This presents cross-sell potential for Marcum’s larger client base with Croskey Lanni’s focus on small and mid-sized privately-held companies, nonprofits, educational associations, and professional partnerships seeking enhanced financial management and advisory services.

SMB Growth Focus Croskey Lanni serves small and medium-sized privately-held firms, nonprofits, and professional entities, positioning them to offer scalable cloud-based accounting, advisory, and profitability optimization services to similar target segments in need of strategic financial planning.

Tech Stack Leverage Utilize existing technology foundations such as QuickBooks, HubSpot Analytics, AdRoll, LinkedIn Ads, and WordPress/Shopify ecosystems to propose integrated solutions that streamline bookkeeping, marketing analytics, client onboarding, and performance reporting for growth-oriented clients.

Revenue Growth Upsell With a revenue range of 1M to 10M and a consulting-oriented value proposition, there is opportunity to upsell outsourced CFO services, internal control optimization, budgeting, and financial systems modernization to SMBs aiming to scale and attract investment.

Industry & ESG Alignment Target nonprofits, educational associations, and family-owned businesses that require rigorous financial stewardship and governance. Position offerings around compliance, grant accounting, and transparent reporting to align with client mission and stakeholder expectations.