Growth and Acquisition The recent acquisition of Delta Wealth Advisors by Donovan CPAs indicates a strategic expansion in financial advisory services within Indiana, presenting opportunities for integrated service offerings and cross-sell among clients involved in both accounting and wealth management.
Financial Position With a revenue range of 1 to 10 million dollars and a lean team of 2 to 10 employees, Haywood Henn, P.C. demonstrates flexibility and potential for personalized service models, appealing to small and midsize firms seeking tailored financial planning and CPA services.
Tech-Driven Services The use of advanced digital tools such as Google Ads Conversion Tracking, Calendly, and Microsoft 365 indicates a modern, tech-savvy approach to client engagement and operational efficiency, offering opportunities to upsell digital transformation solutions.
Industry Positioning As part of Delta Wealth Advisors and competing with large law firms in revenue, Haywood Henn is positioned in a niche market focused on integrated financial solutions, which can be leveraged to attract clients interested in comprehensive financial and legal advisory bundling.
Market Opportunity Given the firm's focus on collaboration and specialized services for family and business wealth management, there is significant potential to expand services to high-net-worth individuals and small business owners seeking holistic financial and CPA solutions.
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$500M$1B
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$10BHaywood Henn, P.C. uses 8 technology products and services including Google Ads Conversion Tracking, Calendly, Cloudflare, and more. Explore Haywood Henn, P.C.'s tech stack below.
| Haywood Henn, P.C. Email Formats | Percentage |
| FLast@haywoodhenn.com | 71% |
| Last@haywoodhenn.com | 29% |
AccountingIndiana, United States2-10 Employees
Haywood + Henn is now a part of Delta Wealth Advisors. What’s the Key to Finding Your Financial Clarity? Collaboration. Combining the specialized services of our in-house financial planning experts and CPA, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business.
Company Overview
Funding & FinancialsHaywood Henn, P.C.'s revenue is estimated to be in the range of $1M$10M
Funding & FinancialsHaywood Henn, P.C.'s revenue is estimated to be in the range of $1M$10M
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