Acquisition Opportunity Donovan CPAs acquired the audit and assurance practice of Delta Wealth Advisors in January 2024, signaling a growth trajectory and potential need for expanded advisory, tech integration, and cross-sell opportunities in wealth management, tax planning, and small business services.

Midmarket Focus With 51-200 employees and revenue in the 50 to 100 million range, Donovan CPAs operates at a mid-market scale where enhanced advisory, outsourced CFO, and compliance solutions could be bundled to deepen client relationships and increase wallet share.

Technology Stack An active technology platform—including QuickBooks, Microsoft 365, OpenAI tools, and WordPress ecosystems—presents opportunities to offer advanced automation, data analytics, AI-assisted accounting, and cybersecurity services to clients seeking modern financial operations.

Local Market Strong Central Indiana footprint and decades-long local presence position Donovan CPAs for targeted regional expansion, strategic partnerships, and industry-specific offerings to capture market share from competitors within the area.

Growth Potential Revenue scale and recent leadership changes imply potential upsell of advisory, tax optimization, and wealth integration services to existing clients, as well as cross-selling with Delta Wealth Advisors’ former practice to create a broader financial services platform.