Independence advantage Grassi recently transitioned to an employee-owned ESOP in 2023, underscoring a stable, long-term ownership structure that can be a compelling differentiator when pitching to middle-market firms seeking aligned interests and continuity in service.

Growth via acquisitions Recent integrations such as Hoffman Mulligan CPAS LLP and expanded NYC tax capabilities indicate a strategy of strategic acquisitions to broaden presence and service depth, presenting opportunities to position Grassi as a partner for regional firms seeking scale while maintaining independence.

Leadership expansion New partner hires in tax and trust and estate leadership, along with leadership promotions, signal a robust growth trajectory and enhanced advisory capacity that can be offered to clients seeking expanded specialized expertise and succession planning.

Diverse client sectors Grassi serves a broad mix of middle-market businesses, public companies, nonprofits, and high-net-worth individuals across construction, manufacturing, healthcare, real estate, and more, creating cross-sell opportunities for integrated advisory, tax, and attest services.

Scale and capabilities With revenue in the multi-hundred-million range and an IPA 100 footprint, Grassi presents a compelling target for firms seeking a seasoned partner in complex accounting, tax, and advisory projects, as well as potential collaborations to expand service lines and geographic coverage.