Full service firm Goldstein Lewin & Co. is a full service accounting and consulting firm with capabilities across tax, wealth planning, technology consulting, software advisory, auditing including SEC compliance, valuation, litigation support, and employee benefits. This breadth supports cross-sell opportunities into tax, wealth management, tech enablement, and regulatory advisory.

Mid-market footprint With 11-50 employees and revenue in the 10M-25M range, the firm sits in the mid-market segment, presenting a target for expansion services such as outsourced CFO, scalable tax and compliance programs, and enhanced buy-side/sell-side advisory for growing mid-market clients.

Tech stack leverage The existing technology footprint includes Afternic, jQuery, PHP, and Nginx, indicating potential for modernization, cloud migrations, cybersecurity enhancements, and targeted software/tech consulting engagements to improve client operations.

Industry positioning Competing against large regional firms, Goldstein Lewin & Co. can emphasize tailored client service, specialized regulatory compliance support, and boutique valuation and litigation consulting to attract mid-market firms seeking personable yet capable advisory partners.

Growth catalysts Revenue visibility and cross-sell potential exist in tax planning, estate planning, employee benefits consulting, and financial planning via affiliates, offering opportunities to package bundled services for existing clients and expand into adjacent advisory services.