Franchise Expansion OnePoint Franchise Accounting acquisition broadens Grassi’s franchise and restaurant client base, creating cross-sell opportunities for audit, tax, advisory, and franchise specific services.

Financial Services Growth New Financial Services Practice Leader appointment signals capacity to serve investment funds and regulated financial institutions; target fund administration, regulatory compliance, tax advisory, and risk governance services to mid market clients and private equity backed firms.

Tax Leadership Growth Expanded tax leadership with promotions and new leaders strengthens the ability to deliver comprehensive tax planning, compliance, international strategy, and transfer pricing for mid market and growth stage clients, including private equity portfolios.

Employee Ownership Advantage ESOP ownership underscores stability and client aligned interests; position Grassi as a partner for ESOP feasibility studies, governance design, succession planning, and employee ownership strategy for prospective clients.

F&B Focus Industry recognition and the firm’s Food and Beverage survey insights, combined with the OnePoint acquisition, enable targeted outreach to food and beverage operators and franchise groups seeking technology led efficiency, growth strategies and franchise specific services.