Acquisition Fit FM Cost Containment recently joined the EisnerAmper family, signaling a strategic alignment in tax recovery services. This presents an opportunity to upsell broader EisnerAmper offerings such as sales tax recovery, forensic tax services, and cross-sell into EisnerAmper’s national client base.

Tech Stack Leverage Utilize their current technology footprint including Workday Recruiting and Microsoft stack to position integrated tax recovery workflows, data analytics, and onboarding efficiency improvements for clients with complex ERP and HR systems.

Growth Potential With revenues in the low to mid single digits and a small team, there is room to scale through EisnerAmper’s larger resources, expanding service lines, and geographic reach in sales tax recovery across industries.

Industry Positioning As part of EisnerAmper, the firm operates in a niche forensic tax recovery space with recognizable branding and market leadership, enabling targeted outreach to mid-market and enterprise clients seeking specialized overpayment recovery services.

Strategic Outreach Recent leadership appointments and regional expansions at EisnerAmper indicate ongoing growth and client acquisition momentum, offering timing for proactive BD outreach around combined service packages and joint marketing efforts.