Large private clients FGMK serves privately held businesses, global public companies, not-for-profits, entrepreneurs and high-net-worth individuals, presenting a broad addressable market for expanded assurance, tax and advisory services.

Regional strength As one of the largest accounting firms in Chicago with multiple offices, there is a clear opportunity to cross-sell between locations and leverage local presence to win regional RFPs and client expansions.

Technology enablement Utilization of AWS, Azure, Smartsheet and collaborative portals indicates a modern tech stack; position FGMK to offer digital transformation, cybersecurity, data analytics and cloud-enabled advisory services.

Portfolio expansion Existing client base includes not-for-profits and high-net-worth individuals, suggesting potential upsell into specialized services such as nonprofit governance, private client advisory, and tax optimization for wealthy individuals.

Client collaboration The launch of Client Axcess demonstrates a commitment to secure client collaboration; leverage this trust by offering enhanced client experience packages, portal-based onboarding, and ongoing advisory portals to differentiate from competitors.