ERISA niche Target ERISA plan sponsors and administrators seeking specialized auditing and consulting to fulfill fiduciary duties under ERISA, highlighting the firm’s focused expertise as a differentiator in a broad accounting market.

Boutique value Leverage the boutique size as a selling point for personalized, high-touch service to smaller funds and mid-market plan sponsors who may feel underserved by large firms.

Compliance authority Position as a trusted resource for Form 5500 reporting and DOL regulatory updates to help clients reduce compliance risk and potential penalties, offering ongoing advisory engagements beyond annual audits.

Digital footprint Utilize the firm’s online presence and tech stack to offer virtual or remote audit/consulting offerings, appealing to geographically dispersed clients and plans seeking efficiency.

Growth opportunities Prioritize cross-sell of ERISA audit services with ancillary consulting on plan design, fiduciary governance, and asset protection to expand revenue within existing client base and adjacent ERISA industries.