Niche positioning Target the small business brokerage and M&A market segment through DeFoor's core services in business sales, mergers and acquisitions, exit planning, and transaction support. Position as a turnkey advisor for owners seeking seamless exit strategies and value realization.

Cross-sell potential Leverage their CPA, tax, forensic accounting and decision support capabilities to offer bundled advisory packages for small to mid-sized clients undergoing transactions, estate planning, or due diligence needs to drive higher deal value.

Tech-enabled edge Highlight the firm’s tech stack to reassure prospects about modern efficiency, data-driven decision making, and client experience in transaction support and advisory services, enabling scalable service delivery for growth-oriented clients.

Revenue growth cue With revenue in the mid single digits emphasis on expanding client base and repeat engagements from existing buyers of business sales and tax/forensic services. Propose retainer-based advisory or annual tax and compliance packages to stabilize revenue.

Strategic partnerships Explore alliances with larger accounting firms and regional lenders who serve similar small business clientele, offering DeFoor’s niche expertise in exits, valuations, and transaction support to augment partner service offerings and generate referral opportunities.