Mid-market footprint Target prospective mid-sized clients in Illinois and nearby states that require audit, tax, and consulting services with a blend of personal service and scalable capabilities.

International reach Position as a cost-effective, locally trusted firm capable of supporting U.S. and international client needs, leveraging any global or cross-border tax and compliance requirements.

Tech-enabled efficiency Leverage the firm’s modern technology stack and commitment to timely delivery to offer digital transformation, automation, and data analytics services to clients seeking efficiency gains.

Growth potential Align with firms of similar size facing growth, M&A activity, or complex regulatory environments, offering scalable assurance, tax planning, and advisory services.

Financial health cue With reported revenue in the mid seven figures, target mid-market companies with similar budgets for ongoing accounting, internal controls, and advisory engagements to build a stable client roster.