Middle-market focus Dugan + Lopatka CPA serves middle-market private companies and nonprofits in Chicagoland, presenting a target audience for tailored audit, tax, and advisory services that align with growth and governance needs.

Growth opportunities With 50+ years in practice and revenue in the 10M–25M range, there is potential to upsell expanded services such as tax planning, mergers and acquisitions advisory, and integrated financial systems to support scale.

Tech-enabled The firm leverages a range of technologies (SEO, CMS, analytics, and web infrastructure) indicating openness to digital transformation projects; potential to cross-sell technology-enabled financial reporting, data analytics, and cloud accounting solutions.

Nonprofit specialization Serving nonprofit organizations alongside private companies signals a niche where donors, grant compliance, and nonprofit auditing services can be expanded, including fiduciary risk and internal controls expertise.

Competitive positioning As a regional firm with a personal service approach, there is an opportunity to position as a high-touch trusted advisor to mid-sized enterprises facing complex compliance, succession planning, and deal activity in M&A.