Leadership Transition Kaufman Rossin named Marc Feigelson as CEO in 2026, succeeding Blain Heckaman with a June 2026 transition. This leadership shift signals a growth-focused agenda and opportunities to deepen client advisory, cross-sell services, and pursue strategic initiatives during the transition.

Growth and Acquisition Centurion Wealth Management acquired Kaufman Rossin Co's Rosin CPA Group in January 2024, and the firm added Retirement & Executive Benefits as a new service line that year. These moves reflect an aggressive growth strategy with cross-sell potential across tax, advisory, and wealth/benefits services for middle-market and high-net-worth clients.

Tech Driven Services The company uses a modern tech stack including Power BI, Salesforce, MS SQL Server, Cloudflare, SolarWinds Service Desk, LangChain, and Notion. This enables data-driven advisory, AI-enabled optimization, and strong client reporting—presenting opportunities to partner on analytics, automation, cybersecurity, and IT enablement services for clients.

Client Centric Growth With 60+ years independent, partner-owned structure, eight offices, 700+ employees, and repeated Best of Accounting client satisfaction awards, Kaufman Rossin demonstrates resilient client relationships and a platform ripe for upsell of advisory, risk management, retirement planning, and M&A support to mid-market and entrepreneurial clients.

Security MSP Opportunity The presence of Cloudflare and SolarWinds Service Desk in the tech stack signals emphasis on security and IT service management, offering a clear entry point for cybersecurity assessments, managed services, and SOC-related offerings for the firm and its growing multinational client base.