AI and Data LBMC is investing in AI and data transformation leadership to help middle-market clients turn AI into measurable results, signaling an opportunity to cross-sell AI strategy, data governance, and automation services.

Cybersecurity Growth Strategic partnership with HITRUST and a focus on cybersecurity and compliance indicates prospects for expanding secure data handling, risk assessments, and regulatory readiness services for clients with complex security needs.

Technology Services LBMC ranks #1 among technology services firms and emphasizes AI responsibly, cybersecurity, and technology-driven financial outcomes, presenting an angle to sell technology enablement, IT advisory, and digital transformation engagements.

Talent and Scale Recent hires and growth awards plus a strong Great Place to Work reputation suggest LBMC is expanding capabilities and industry coverage, creating opportunities to propose staffed services, team augmentation, and industry-specific consulting for growing mid-market firms.

Acquisitions & Expansion Recent acquisition of Torrillo & Associates and leadership hires across offices signal ongoing expansion, offering openings for cross-sell of integrated advisory services, wealth, HR, and risk management to clients in transition.