Strategic Growth Moss Adams and Baker Tilly combined with Hein & Associates expanding scale to nearly 2,900 professionals across 26 locations, signaling increased cross-sell opportunities across accounting, consulting, and wealth management services.

Integrated Service Expansion Access to broader service offerings and deeper resources suggests upsell potential for clients needing integrated solutions beyond traditional accounting, including advisory, wealth management, and technology-enabled services.

Tech Stack Leverage Adopted technologies like Hyperion, Workday, JD Edwards, DocuSign and MuleSoft indicate potential for selling cloud-based ERP, financial planning, digital signature, and systems integration solutions to existing and new clients.

Global Advisory Push Recent leadership hires in global advisory services and AI/technology leadership at Baker Tilly International point to a push into strategic advisory and AI-driven services that can be cross-sold to mid-market clients.

Growth Through M&A Active expansion and international partnership initiatives signal a market opportunity to present scalable outsourcing, integration projects, and advisory engagements to firms pursuing rapid growth and international footprints.