Cross Sell Potential Leverage the firm's integrated CPA and investment advisory services to cross-sell tax optimization, business valuations, and succession planning to Main Street SMB clients, increasing wallet share and client lifetime value. Create bundled service packages and internal referral processes to drive deeper engagement.

SMB M&A Focus The emphasis on Main Street businesses, valuations, and sales positions Griffiths, Dreher & Evans to capture SMB M&A activity. Develop a dedicated valuation and buy/sell advisory offering, target owners considering a sale, and craft messaging that translates CPA trust into deal guidance.

Digital Marketing Growth Existing digital tools such as Google Ads conversion tracking and Microsoft 365 indicate readiness to scale marketing. Optimize campaigns to reach local SMB owners and publish thought leadership on tax efficient investing and business valuations to generate qualified inquiries.

Scale through Process With revenue in the mid tens of millions and staff under fifty, there is room to scale by standardizing advisory workflows and accelerating onboarding. Invest in practice management, CRM, and automation to boost capacity while preserving service quality for more SMB clients.

Strategic Partnerships Differentiate from large firms by emphasizing local market knowledge and niche expertise. Build partnerships with banks, local business associations, and M&A professionals to expand referrals and co marketing opportunities for integrated CPA and investment advisory services.