Mid-market CPA Frazee Ivy Davis, PLC is a Memphis-based accounting and advisory firm with 11-50 employees and annual revenue between 1M and 10M, presenting a target profile for mid-market private companies and high-net-worth families seeking scalable accounting, tax planning, and advisory services.

Comprehensive Services The firm offers end-to-end services including tax planning, accounting, auditing, valuation, exit planning, and financial advisory, indicating opportunities to cross-sell integrated solutions to clients managing complex financial needs.

Tech Enablement Utilizes WordPress, Shopify, Office 365, WP Engine and other modern tools, suggesting potential upsell of cloud-based accounting platforms, cybersecurity, and digital collaboration services to improve efficiency and client experience.

Growth Potential With revenue in the 1M to 10M range and a lean team, there is opportunity to expand services for growing private companies in Memphis and surrounding markets, including advisory for mergers, acquisitions, and exit planning.

Competitive Positioning Competing with larger firms in the regional accounting space, Frazee Ivy Davis can be positioned as a personalized, client-focused alternative offering practical tax and financial strategies for families, executives, and private businesses seeking clarity and hands-on service.