Acquisition momentum Donovan CPAs recently expanded through acquiring the audit and assurance practice of Delta Wealth Advisors in January 2024, signaling strategic growth and an opportunity to position complementary advisory services to Delta’s client base and cross-sell financial planning and wealth management offerings.

Mid market focus With revenue in the $50M–$100M range and a workforce of 51–200, Donovan CPAs sits in the mid-market segment, presenting sales opportunities to target mid-sized businesses seeking scalable accounting, assurance, and advisory services beyond traditional compliance.

Integrated tech stack Utilizes modern tools such as Rippling, Karbon, MySQL, WooCommerce, OpenAI, and Google Analytics, which can be leveraged to streamline prospect onboarding, improve delivery efficiency, and offer AI-assisted insights to clients.

Longstanding relationships A 50+ year history and leadership continuity, including long-tenured staff, implies stable client relationships and potential upsell opportunities for expanded advisory, tax planning, and outsourced finance solutions to existing accounts.

Growth readiness Recent news and steady performance indicate readiness to scale service lines; sales teams should target expansion into additional advisory services, wealth integration, and cross-sell with Delta Wealth Advisors’ client base while highlighting robust financials and security of a proven partner.