Mid-market scale Target similar mid-sized human services agencies in the 50-200 employee range that could benefit from shared services in accounting, payroll, HR, and billing to improve efficiency and cash flow.

Private and nonprofit focus Position offerings to both nonprofit and proprietary human services agencies seeking cost-effective management consulting, back-office support, and quality assurance to optimize resource allocation.

Technology stack leverage Highlight capabilities in SAP BusinessObjects, Anaplan, NetSuite, and Microsoft platforms to enable scalable financial planning, reporting, and operational automation as a differentiator for efficiency-driven buyers.

Revenue proximity With revenue in the $50M-$100M range, pursue cross-sell opportunities with larger health and human services providers in the ecosystem who may need shared services expansion or modernization initiatives.

Growth signals Emphasize ongoing continuing education, marketing, and quality assurance programs as value-adds that can be packaged into a broader managed services offering to attract agencies aiming to professionalize operations.