Growth-ready M&A The firm specializes in merger and acquisition planning and consultation, signaling upsell opportunities for client firms undergoing transactions or seeking due diligence, integration support, or tax and attest services related to deal activity.

Private Company Focus As a growing practice with emphasis on privately held businesses, there is potential to expand advisory services around strategic operational solutions, succession planning, and financial management for owner-operated firms in Southeast Michigan.

Tax and Attestation Expertise Strong capabilities in income tax preparation and attestation services (audits, reviews, compilations) present cross-sell opportunities to existing clients and prospects needing comprehensive assurance and tax planning aligned with growth.

Technology Stack Leveraging AWS, WordPress, iCIMS, and other tech tools enables scalable service delivery and digital marketing, offering opportunities to package technology-enabled accounting, cloud-based bookkeeping, and client self-service portals.

Market Position Locally rooted in Birmingham and Bloomfield Hills with a 30-year presence and notable client impact, there is potential to differentiate through mid-market advisory packages, industry-specific solutions, and targeted outreach to fast-growing regional firms.