Expansion & Acquisition Forvis Mazars has demonstrated growth through strategic acquisitions, notably acquiring ProBank Austin, which offers training, mortgage assessment, regulatory compliance, and capital advisory services. This indicates opportunities to provide specialized solutions and support for firms expanding via M&A activities in the financial services sector.

Technological Integration The company's use of cloud-based platforms like Google Cloud and diverse e-commerce tools such as WooCommerce and Shopify suggests a proactive approach to digital transformation. Solutions enhancing cybersecurity, cloud security, or e-commerce optimization could be relevant for their ongoing tech infrastructure development.

Regulatory Education With the launch of bankED, an online training platform for regulatory compliance, Forvis Mazars is committed to financial education and regulatory adherence. There is potential to offer tailored compliance training, LMS integrations, or content management solutions to support their educational initiatives.

Market Positioning As part of a large global professional network with a focus on assurance, tax, and consulting, Forvis Mazars is positioned to leverage advanced analytics, compliance tools, and consulting software aimed at strengthening client services in the financial sector, especially for mid-size firms looking to enhance operational efficiency.

Financial Growth Potential Although current revenue is modest, the firm's expansion activities and recent acquisitions highlight a growth trajectory. Solutions that support financial management, audit automation, or business intelligence could be valuable in helping them scale their offerings and improve profitability.