Cross-border tax opportunities There is potential to target clients with international operations requiring cross-border tax compliance, voluntary disclosures, and IRS representation, especially mid-market firms or family offices seeking complex tax structuring and international planning.

Fraud and risk services Leverage their forensic accounting and expert witness capabilities to pursue opportunities in financial crime risk assessments, fraud investigations, asset recovery, and regulatory scrutiny support for financial institutions and corporations facing governance concerns.

Regulatory compliance growth Target mid-size companies needing AML programs, internal controls enhancements, and risk management frameworks to mitigate regulatory scrutiny, leveraging their experience with trusteeships, receiverships, and compliance program design.

Wealth and estate focus Approach high net worth individuals and family offices with integrated services including tax planning, estate and trust strategies, and asset protection to expand advisory relationships beyond traditional accounting.

Thought leadership leverage Position the firm as a strategic advisor with storytelling around Money Laundering, bank fraud investigations, and civil RICO recoveries to win engagements in litigation support, expert testimony, and cross-border dispute resolution.