Mid-Size Firm Opportunity With an annual revenue between 10 million and 25 million and a team of 11 to 50 employees, Dougherty McKinnon & Luby presents a significant mid-market client profile, ideal for delivering scalable accounting and advisory services tailored to growing businesses.

Southeastern Market Focus The firm's geographic footprint across Georgia and the broader Southeastern United States indicates an opportunity to offer regional compliance, industry-specific solutions, and local market expertise that resonate with their prevalent client base.

Industry Expertise Niche Specializing in manufacturing, wholesale distribution, construction, retail, not-for-profits, estates, and trusts enables targeted service offerings that can address specific industry challenges and compliance needs, creating cross-sell potential for sector-specific financial solutions.

Technology Framework Utilizing cloud services like Microsoft Azure and popular web technologies such as jQuery and PHP suggests openness to digital transformation projects, providing an entry point for consulting on modernization, cybersecurity, and workflow automation.

Growth and Expansion Potential The firm’s long-standing presence and proactive client focus present opportunities for partnership in succession planning, expansion strategies, or upgrading financial technology tools, aligning with their goal of sustained growth in a competitive regional market.