Longstanding firm Established in 1919 and serving family-owned and mid-market clients, EP presents a stable relationship opportunity for bundled accounting, advisory, and personal financial services to SMBs seeking continuity and trust.

High touch service Emphasizing quality, experience, expertise, and responsiveness suggests a selling point for tailored advisory packages, including tax planning, cash flow optimization, succession planning, and outsourced CFO services.

Tech-forward A tech stack featuring QuickBooks Online, WordPress, Shopify, Microsoft 365, and analytics tools indicates readiness for digital transformation projects, integration services, and scalable cloud-based accounting for growing clients.

Growth potential Revenue range of 10M–25M with a mid-sized employee base opens opportunities for scalable service offerings, cross-selling of advisory, audit, and compliance packages to mid-market segments and expanding benefits administration for owner-managed businesses.

Competitive positioning Positioned among large regional firms but with a personalized client approach, EP can leverage strengths in client retention and niche focus on family-owned businesses to win mid-market clients seeking dedicated service without impersonal scale.