Regional Presence Kalispell, Montana located operations suggest opportunities to expand services with regional businesses in the Flathead Valley and nearby rural markets, including local tax planning, accounting, and assurance needs.

Full‑Service Depth As a full-service firm with tax, accounting, wealth management, and network solutions, there are cross‑sell opportunities to introduce integrated financial services, advisory, and IT support to existing clients.

Growing Revenue With estimated revenue between 25 and 50 million and a mid‑market client base, targeted upsell prospects include higher‑margin advisory, succession planning, and outsourced CFO services for growing firms.

Quality Focus Regular peer reviews and a commitment to high‑quality service can be leveraged to position Jordahl & Sliter as a trusted partner for clients seeking risk management, compliance, and audit services.

People & Partnership A relatively small team (11–50 employees) combined with partner‑level client contact signals flexibility and personalized service; emphasize relationship‑driven proposals and scalable solutions for mid‑sized businesses.