Growth momentum Hancock/Dana is experiencing leadership changes and talent growth, with promotions and new hires in early 2024, indicating an active firm expanding capabilities which presents opportunities for cross-sell of services such as advanced tax planning, IT systems consulting, and succession planning to clients seeking continuity.

Financial strength With reported annual revenue between 50 and 100 million, Hancock/Dana has a solid user base and budget for expanded services, enabling targeted proposals for SOC examinations, private foundation administration, and software consulting that align with their existing offerings.

National reach Although based in Omaha, the firm serves clients across the country, signaling a scalable service model and potential to collaborate with national networks for tax, consulting, and accounting software solutions that support multi-state clients and remote operations.

Tech stack Current technology usage includes WordPress, Office 365, PHP and data visualization tools, suggesting openness to digital transformation projects, cybersecurity enhancements, platform migrations, or integrated cloud-based tax and accounting workflows for efficiency gains.

Industry positioning Operating in a competitive mid-market CPA and business consulting space with peers of similar size, Hancock/Dana presents opportunities to offer practice area expansions (estate planning, family office services, exit planning) and partner-based go-to-market programs to expand client footprints and win more advisory engagements.