Diversified Service Portfolio Hancock & Dana offers a comprehensive range of services including tax planning, business consulting, and estate planning, presenting opportunities to cross-sell integrated solutions to existing clients and expand into niche areas like SOC examinations and property tax protests.

Mid-Sized Growth Potential With a revenue range of 50 to 100 million and a staff of up to 200 employees, the company is positioned for scalable growth, making it a prime target for service providers aiming to support mid-sized firms in operational efficiency and technological upgrades.

Strong Market Presence Serving clients nationwide from Omaha, Nebraska, Hancock & Dana's established reputation and recent leadership promotions indicate stability and ongoing development, opening avenues for targeted outreach to firms valuing legacy and local expertise.

Technology Adoption Utilizing a modern tech stack including MySQL, PHP, and cloud-based security tools, Hancock & Dana demonstrates openness to technological innovation, suggesting sales opportunities in cloud solutions, cybersecurity, and advanced accounting software integrations.

Professional Development Focus Regular promotions and recent new hires reveal an investment in employee growth, signaling potential for partnership in professional training, certifications, or HR solutions to support their talent management strategies.