Acquisition Momentum LKB is undergoing a strategic acquisition by LerroSarbey as of July 1, 2026, creating an opportunity to engage with the combined entity on continuity, integration of services, and cross-sell across a larger client base.

Mid Market Focus Revenue in the 10 to 25 million range and a diverse client base across industries position the firm for scalable accounting, audit, tax, and advisory services that can be upsold to growing mid-market companies.

Diverse Services With offerings spanning accounting, tax, risk management, technology, corporate finance, forensic, valuation and wealth management, there are multiple cross-sell opportunities for clients seeking end-to-end financial and strategic support.

Tech Stack Leverage Current tools such as QuickBooks, Microsoft 365, cloud hosting, HubSpot CRM, and cloud-based security enable scalable service delivery and offer opportunities to introduce modern fintech, automation, and data analytics solutions to clients.

Industry Reach Serving industries from entertainment and healthcare to real estate, private equity, and not-for-profits provides a broad canvas for targeted solutions, especially for firms expanding in CFO advisory, internal controls, and international tax/trade services.