Integrated services Delap offers a multi-disciplinary, integrated suite including Tax, Assurance, Business Advisory, Wealth Advisory, and Managed IT Services, presenting cross-sell opportunities to existing clients and a compelling value proposition for mid-sized private companies seeking a one-stop financial and tech partner.

Mid-market focus With a client base that targets privately held and mid-sized companies across industries such as construction, real estate, and manufacturing, there is strong potential to upsell additional advisory, wealth planning, and IT services to growing businesses undergoing scale, succession planning, or technology modernization.

Allied resources Access to national resources through Leading Edge Alliance combined with local partner attention enables scalable capabilities for larger engagements and complex projects, creating opportunities to pursue larger scope work, multi-state compliance, and cross-border consulting for growth-oriented clients.

Tech-enabled efficiency Adoption of tools like QuickBooks, HubSpot, ADP, and Google Tag Manager indicates readiness for technology-enabled process improvements, data analytics, and client self-service portals, suggesting opportunities to offer managed IT services, cybersecurity, or cloud/automation modernization.

Recognition & growth Recent accolades as a Top 200 Accounting Firm and Top Workplace, plus ongoing partner promotions, signal credibility and growth trajectory that can be leveraged in targeted outreach for premium services, succession planning, and strategic advisory with a focus on high-net-worth families and family-owned businesses.