Cross-border expansion Opportunity to upsell international tax compliance and cross-border advisory services to mid-market clients with global operations or planned overseas investments, leveraging their existing expertise in cross-border tax and voluntary disclosures.

Forensic growth Strong demand for forensic accounting and litigation support from financial institutions, family offices, and executives facing regulatory scrutiny, creating potential services around fraud risk assessment, asset recovery, and expert witness engagement.

Regulatory resilience Regulatory compliance and AML program development are areas to expand with existing capabilities, offering risk assessments, internal controls design, and ongoing compliance monitoring to clients facing evolving regulatory landscapes.

Wealth protection Wealth preservation services such as estate/trust planning and tax strategy optimization present cross-sell opportunities to high-net-worth clients seeking integrated financial and tax planning alongside forensic and compliance services.

Industry credibility Leverage leadership background in law enforcement and civil recoveries to secure speaking engagements, advisory boards, and reference selling to risk-focused CFOs, banks, and asset managers seeking trusted partners for complex financial challenges.