Healthcare focus Maier Markey & Justic LLP has deep roots in healthcare clients, including Dialysis and Ambulatory Surgery Centers, presenting a strong cross-sell opportunity to expand services such as specialized auditing, tax optimization, and regulatory compliance within this high-growth sector.

Longstanding clients With a client base that has relied on them for more than 20 years, there is potential to offer additional advisory services, managed compliance programs, and proactive financial planning to deepen wallet share among existing relationships.

Integrated offerings Position the firm as a partner beyond traditional CPA functions by highlighting process reviews and operational improvements that reduce costs and improve financial management using up-to-date auditing and taxation software.

Growth potential Located in Westchester County and Manhattan with 11-50 employees and mid-market clients, there is room to scale advisory services for growing not-for-profit, real estate, manufacturing, and professional services clients seeking more strategic financial guidance.

Acquisition tie Recent market activity showing acquisition by Citrin Cooperman signals a consolidating mid-market CPA landscape, suggesting urgency and opportunity to present value-led partnerships, integration-ready services, and flexible engagement models to maintain or expand client relationships.