Acquisition Opportunity Target firms or client bases that may have integrated Gettry Marcus clients post-acquisition by Citrin Cooperman. Offer continuity of tax, audit, and consulting services to preserve relationships and onboarding efficiency for the combined client book.

Real Estate Focus Leverage expertise in real estate entities and closely-held family businesses to win more broker-dealer, hedge fund, and real estate clients seeking specialized tax and auditing support, including complex partnership and trust structures.

Tech Enablement Promote technology offerings such as QuickBooks, cloud collaboration, and data-driven tax planning to mid-market firms looking to modernize finance operations. Position as a cost-effective, scalable CPA partner with security and compliance baked in.

Growth Hubs Highlight strategic hires and leadership capabilities in tax, accounting, and auditing as proof points for capacity to scale for growing clients. Emphasize ability to add senior-level expertise quickly for complex engagements.

SMB Compliance Offer advisory services around governance, risk, and regulatory compliance for small to mid-sized entities, including estates and trusts, to attract clients needing comprehensive tax and audit support beyond traditional bookkeeping.