Growth via acquisitions FD has a track record of strategic acquisitions (Copeland Buhl, Gray, Gray & Gray) and a clear plan to expand geographies (New England presence). This presents an opportunity to position cross-sell of tax, audit, risk advisory, and digital transformation services to acquired client bases and to assist with post-merger integration, synergies, and onboarding.

Private equity alignment With a strong Top 50 reputation and growth through multiple acquisitions, FD is well positioned to partner with PE-backed platforms seeking scalable accounting, tax, and advisory services, especially in due diligence, integration support, and post-close optimization across finance and risk domains.

Digital transformation FD offers digital and business transformation services and operates across cloud platforms (AWS, Google Cloud) and modern tech stacks. This creates opportunities to upsell clients on cloud migration, workflow automation, data analytics, and cybersecurity measures aligned with expanding audit and tax needs.

Leadership expansion Recent Partner promotions and new CFO appointment indicate a growth-friendly leadership cadence. Use this to engage C-suite and finance leadership on strategic initiatives, including proactive tax planning, risk management, and advisory services to support scale and governance.

Geographic reach The acquisition of Gray, Gray & Gray expands FD’s geographic footprint into New England, signaling a potential to target regional mid-market clients needing integrated accounting, tax, and advisory services across multiple states and industries.