Expansion Opportunity JV expand to address increasing demand in nonprofit and public charter school sectors beyond current Maryland/DC footprint, leveraging expertise in nonprofits, construction, real estate, and manufacturing to cross-sell services to similar organizations in adjacent states.

Acquisition Play Capitalize on recent Smith + Howard acquisition activity by engaging JMM CPAs’ clients and former staff to position broader national capacity in EBPs, audits, and advisory services as a value-add for existing clients seeking scale.

EBP Niche Target nonprofit, employee benefit plan audits, and related consulting as a differentiator, offering specialized services that fit well with a potential buyer’s portfolio or a local market need where JM&M already has domain strength.

Tech Enablement Leverage and integrate the existing tech stack (iCIMS, Google Cloud, WordPress, Google Analytics) to improve client onboarding, data-driven advisory, and marketing outreach to prospective nonprofit and government contracting clients.

Financial Health With revenue in the mid six-figure to lower seven-figure range and a lean employee base, there is potential to upsell broader tax, consulting, and compliance services to current clients while exploring strategic partnerships to scale revenue with limited overhead.