Regional Focus The firm operates in Rock Hill SC and Charlotte NC as a regional public accounting practice with over 25 years in the market, indicating established local relationships and potential cross-sell of services to mid-market clients in these corridors.

Full Service Upsell As a full-service firm offering auditing, tax, financial planning, valuation, forensic accounting, insolvency accounting, litigation support, and management advisory services, there are opportunities to expand existing client engagements and capture multi-service workflows.

Growth Readiness Revenue scale ($1M-$10M) combined with a small team size suggests efficiency opportunities, cross-vertical service expansion, and potential for targeted upsell to mid-size businesses seeking comprehensive accounting and advisory capabilities.

Technology Fit Adoption of common business tools (Microsoft 365, Google Workspace) and modern web infrastructure indicates readiness to leverage data analytics, cloud-based collaboration, and scalable client portals to enhance service delivery and client experience.

Competitive Positioning Operating alongside larger regional firms with substantial revenue and staff, Faulkner and Thompson can position as a cost-effective, personalized alternative for clients valuing regional expertise and hands-on partner access, opening doors with mid-market prospects and distressed or specialized engagements.