Mid-market focus Target Donovan, Klimczak & Company as a regional mid-market CPA with revenue in the 25-50 million range seeking scalable advisory services, tax planning, and wealth management to deepen client relationships beyond traditional compliance.

Advisory expansion Position as a trusted business adviser capable of expanding from tax and accounting to business consulting, valuations, succession planning, and wealth management to support owner transition and family business needs.

Industry specialization Leverage the firm’s industry focus in construction, real estate, medical practices, publishing, and international taxation to tailor cross-sell opportunities and cross-border tax advisory for complex clients.

Digital modernization Offer modern cloud-based financial management, reporting automation, and data analytics services to enhance efficiency, given the current tech stack and potential interest in scalable tech-enabled services.

Growth footprint Capitalize on the firm’s growth trajectory and multi-decade staff experience to pitch scalable outsourced CFO, financial planning, and strategic consulting packages for long-term client retention and value-added services.