Mid-market footprint Target smaller to mid-sized public sector and nonprofit clients in Charleston and the surrounding Lowcountry to expand audit, tax and consulting services tailored to governmental contractors, HUD regulated entities, real estate management firms, and nonprofit organizations.

Tech-enabled services Leverage their technology stack (AWS, Microsoft 365, iCIMS, ASP.NET/IIS) to position offerings around cloud-based finance operations, cybersecurity readiness, ERP integration, and data analytics for compliance and performance reporting.

Expansion potential Capitalize on regional growth by cross-selling advisory and tax services to growing nonprofits and real estate management companies, as well as government contractors seeking streamlined procurement, internal controls, and audit readiness.

Financial health With a revenue range of one to ten million, there is opportunity to offer scalable retainers and tiered services—ranging from core attest and tax work to larger, project-based consulting and internal controls assessments.

Competitive positioning Differentiate by emphasizing specialized expertise in HUD/regulatory environments and governmental contracting, enabling tailored risk management, compliance programs, and grant/funding optimization for target clients.