Acquisition Opportunity Haefele Flanagan has recently expanded nonprofit advisory capabilities through the acquisition of Mig Murphy Sistrom, CPA, PC, and hires a new nonprofit-focused leader. This signals a growing appetite for nonprofit clients and grant compliance expertise, presenting a cross-sell path for fund accounting, audit, and tax services to nonprofit organizations.

Southeast Expansion The firm is expanding its geographic footprint in the Southeast with the addition of new leadership via Mig Murphy Sistrom, CPA, PC. This creates a near-term opportunity to target regional nonprofits and mission-driven organizations that require specialized financial operations, governance, and grant management services.

Leadership Transition Jim Haefele was appointed as Leading Partner in 2025 and Jim Rogers retired as Managing Partner at end of 2025. This leadership shift may open opportunities for relationships with C-suite clients seeking stability, advisory services, and refreshed strategic direction across tax, accounting, and consulting offerings.

Tech Modernization The firm’s tech stack includes Sage Intacct, Xero, and cloud tools like Google Cloud and WP Engine, indicating readiness for cloud-based ERP, analytics, and digital collaboration. This affords upsell potential for clients needing upgrade pathways, data migration, controls, and dashboards to improve financial visibility.

Financial Scale With reported revenue in the $50M–$100M range and a mid-size employee base, Haefele Flanagan sits in a sweet spot for mid-market firms seeking scalable services, including outsourced accounting, internal controls, audit, and tax planning—an attractive target for strategic partnerships and multi-service engagements.