M&A synergies Post-merge growth opportunity: Exler & Company merged with H2R CPA to expand professional services, signaling a broader service portfolio and client base. This presents upsell potential to current clients of both firms, including advisory, expanded accounting, and regional compliance offerings.

Regional expansion Opportunity to target closely held, regional clients seeking scalable accounting and advisory services with integrated resources from the merged entity. Position as a locally managed firm with expanded service offerings to win clients in nearby markets.

Technology leverage Leverage the combined tech stack including CS Professional Suite, QuickBooks, Excel, and cloud/automation tools to offer enhanced financial reporting, workflow automation, and client portals. Market these efficiencies to attract firms seeking modernization.

Financial scale cues Revenue range indicates mid-market potential with room to cross-sell higher-value services such as tax planning, outsourced CFO, and risk/compliance services as the firm grows from a smaller team to larger clientele.

Promotional momentum Merger news provides a momentum angle for outreach campaigns. Use the January 1, 2024 effective date and local growth narrative to initiate targeted outreach to clients of both brands and nearby businesses looking to consolidate providers.