Market Expansion Elliott Davis Decosimo is actively expanding its geographic reach beyond the Southeast through strategic partnerships, such as with Whitley Penn LLP, which offers opportunities to present technology, compliance, and consulting solutions tailored to growing regional and national clients.

Tech Integration With a modern tech stack including Sage Intacct, NetSuite, and cloud security services, the firm demonstrates a commitment to innovative financial management, signaling potential for upselling integrated cloud accounting and ERP solutions to improve efficiency and data security.

Community Engagement Partnerships with local arts and community organizations highlight a focus on corporate social responsibility, offering avenues for promoting sustainable and community-focused financial services or sustainable business consulting aligned with their values.

Leadership Transition Recent leadership changes and retirements, such as Mike Costello, suggest opportunities to introduce tailored succession planning, leadership advisory, and governance solutions to support the firm’s strategic growth and talent management.

Financial Strength With revenue between 50 million and 100 million, Elliott Davis Decosimo is a sizable mid-market firm that could benefit from financial technology enhancements, cybersecurity services, or consulting to optimize operational efficiency and support its continued growth trajectory.