Mid-market CPA Frazee Ivy Davis, PLC operates as a Memphis-based accounting and advisory firm with 11-50 employees and revenue between 1M and 10M, indicating a mid-market client profile that could benefit from scalable services such as tax planning, auditing, valuation, and exit planning for growing private companies.

Private company focus The firm emphasizes services for private companies, families, individuals, and executives, presenting opportunities to cross-sell tax planning, accounting, and advisory packages tailored to business owners facing succession, mergers, or exits.

Tech-enabled A diverse tech stack including Shopify, PHP, Google Analytics, Yoast RankMath, and reCAPTCHA suggests potential for digital adoption projects, client portal enhancements, e-commerce bookkeeping, and data-driven advisory offerings.

Regional footprint Located in Memphis with a lean team, there is potential to expand services to nearby SMBs and family offices in the region, leveraging referral networks and targeted local marketing to drive growth.

Competitive positioning Positioning among large firms like Deloitte and PwC indicates an opportunity to differentiate on personalized counsel, exit planning, and practical, experience-based guidance for mid-market clients seeking hands-on support and advisory clarity.