Strategic Expansion Baker Tilly is actively expanding its geographical footprint through acquisitions, such as the planned acquisition of Berkowitz Pollack Brant, indicating opportunities to offer tailored advisory and integration services for mergers and acquisitions.

Technological Adoption The firm utilizes advanced technology stacks including Oracle ERP, QuickBooks Online, and specialized labor and project management tools, presenting opportunities to offer technology consulting, systems integration, and digital transformation services.

Industry Engagement Baker Tilly's active participation in industry awards and events highlights its strong presence in manufacturing and engineering sectors, suggesting potential for targeted industry-specific consulting, compliance, and innovation services.

Leadership & Growth Recent leadership changes, such as the appointment of a new CEO, signal strategic growth initiatives which can open doors for executive advisory, governance consulting, and leadership development services.

Revenue & Market Position With revenues between $100M and $250M, Baker Tilly sits competitively among mid-sized firms, offering scalable professional services across audit, tax, consulting, and risk management, ideal for cross-sell and relationship expansion opportunities.