Market Position Northern Michigan’s largest locally owned public accounting firm with a diversified service mix including tax, audit, technology and advisory, presenting a broad cross-sell opportunity to existing clients across agribusiness, manufacturing, professional offices, government/nonprofits and oil and gas sectors.

Growth Signals Revenue range of 50M to 100M and recognition as a Best of the Best and Top 400 firm signals strong market credibility and potential for premium advisory services and expanded partnerships with mid-market and growing regional businesses.

Tech Leverage Existing tech stack including Office 365, WordPress and various web tools suggests opportunities to offer cybersecurity, cloud optimization, ERP integration, data analytics, and managed IT services to strengthen clients’ digital foundations.

Industry Focus Specialized expertise in agribusiness, manufacturing, professional offices, government/nonprofits and oil and gas indicates potential for tailored industry vertical solutions, risk assessments, internal controls reviews, and specialized tax and compliance services.

Regional Footprint Two Michigan locations (Traverse City and Petoskey) with a local footprint provide a gateway for targeted outreach to regional growth companies, PE-backed firms, and nonprofits seeking local trusted advisors with deep community knowledge.