Top-tier positioning LWBJ is a leading Midwest CPA and advisory firm with Big Four experience and a G400 designation, presenting a credible platform for cross-sell of tax, accounting, advisory, and investment banking services to mid-market clients.

M&A and advisory emphasis Strong emphasis on investment banking and business advisory, with a history of advising on billions in transactions, creating opportunities to offer sell-side/ buy-side services, valuation, due diligence, and capital advisory to growth-focused companies.

Regulatory readiness Operate under PCAOB guidelines and maintain FINRA broker-dealer capabilities, enabling LWBJ to bundle audit, compliance, and capital markets services for publicly traded clients and regulated entities.

Midwest growth profile Headquartered in Midwest with Des Moines and Ames offices and a revenue range of 25–50 million, signaling upside for regional clients seeking integrated services with access to national-level resources.

Tech-enabled service delivery Utilizes a modern tech stack (QuickBooks, AWS, Squarespace, WordPress, Mimecast, Zoom) that supports scalable service delivery and potential upsell of cloud-based accounting, cybersecurity, and digital collaboration solutions.