Established Local Presence With a longstanding history since 1934 and a strong presence in Rochester, NY, Davie Kaplan demonstrates a solid local reputation which can be leveraged to expand services within regional businesses seeking personalized financial and tax advisory support.

Growth Potential Currently generating between 50 and 100 million dollars in revenue with a team of up to 200 employees, the firm shows significant growth potential, especially as it competes with large national firms, presenting an opportunity for targeted expansion strategies.

Technology Integration Utilizing a modern tech stack including cloud services, content management, and CDN solutions indicates a focus on digital efficiency, providing a basis for marketing innovative tech-driven financial solutions or digital transformation consulting.

Market Positioning Being recognized as a top employer and a preferred workplace in New York highlights their strong employer brand, which can be a key selling point for recruiting and retaining high-caliber clients and talent interested in reputable, stable financial partners.

Competitive Landscape Operating in a competitive ecosystem alongside firms like EY, PwC, and Deloitte, Davie Kaplan can capitalize on its personalized, community-focused approach to attract local clients seeking bespoke services not typically offered by larger firms.