Growth potential Target mid-sized Columbus area firms moving toward mergers or acquisitions, given Holbrook & Manter’s recent acquisition activity and advisory services to support growing businesses.

Allinial Global leverage Position H&M as a gateway for firms seeking global resources through Allinial Global, offering cross-border compliance, international tax, and multi-region bookkeeping capabilities.

Tech stack Capitalize on their use of QuickBooks Online, Sage, Microsoft 365 and e-commerce integrations (Shopify) to offer cloud adoption, digital transformation, and SOC security services to clients upgrading systems.

Industry positioning Demonstrate value to small to mid-market owner-operated businesses needing advisory and CPAs who emphasize problem-solving people, enabling strategic planning, cash flow optimization, and long-term growth.

Talent and services Leverage leadership promotions and specialized services (BSST and SOC) to upsell extended engagements such as financial advisory, internal controls, IT risk assessment, and compliance programs.