Growth trajectory HD Growth Partners has expanded from a four-person startup in 2007 to a 70+ employee firm with multiple offices, signaling potential capacity to scale services for mid-market clients and larger engagements.

Strategic leadership Recent promotions of a director of operations and a partner, along with Forbes recognition for the CEO, Tim Petrey, indicate strong leadership and credibility that can be leveraged to upsell advisory and growth-focused services.

Expansion momentum The merger with Onpointe Advisors in 2025 suggests a strategic consolidation trajectory, creating opportunities to cross-sell integrated accounting, consulting, and advisory solutions to a broader client base.

Culture & awards Recognition as a top workplace and ongoing investments in education and technology imply an appealing employer brand and stable operations, which can be used to target clients seeking reliable, tech-enabled partner firms.

Client value proposition HD Growth Partners emphasizes coaching and long-term business planning beyond traditional accounting, presenting a sales angle for ongoing advisory, fractional CFO services, and performance improvement engagements.