Acquisition Opportunity With the recent acquisition by Citrin Cooperman, there is potential to offer integrated compliance, scalability, and technology solutions to support the combined firm's growth and operational efficiency.

Technology Adoption Gettry Marcus actively develops and tests emerging technologies like Jetblack, indicating openness to innovative digital tools which could be leveraged for automation, client engagement, and data analytics services.

Client Sector Focus Specialized experience in real estate, hedge funds, and closely-held businesses suggests opportunities to provide tailored financial advisory, tax optimization, and compliance services to similar high-growth niche markets.

Growth & Expansion As a top 200 CPA firm with a revenue range of 1 million to 10 million, there is scope to introduce scalable offerings such as cloud accounting, audit tech, and CFO services to expand their market share and service portfolio.

Workforce Support The firm's focus on health and safety procedures and partnership with unions presents opportunities to provide workplace management solutions, HR technology, and employee engagement platforms to enhance workforce well-being.