Leadership transition Upcoming leadership change with Randa Vernon slated as CEO and chairman in 2027 presents an opportunity to engage on strategic advisory, governance, and leadership continuity services.

Regional scale Strong presence in Oklahoma and Arkansas with multiple offices and a rising IPA ranking indicates potential for cross-market advisory, tax, and technology services to support expansion and compliance across states.

Growth trajectory Recent hires and promotions, plus expansion in Fayetteville and CAAS capabilities, signal a growth-focused firm open to expanding advisory, accounting, and technology-enabled services for mid-market clients.

Technology stack UtilizesMicrosoft SharePoint and OneNote alongside Paylocity and other tools, suggesting openness to digital transformation, HR tech, payroll, and data analytics engagements for clients.

Financial strength Revenue in the multi-hundred million range and a sizable team position HoganTaylor as a solid prospect for large engagements in coaching, tax strategy, assurance, and wealth management.