Acquisition Opportunity Recently acquired by Creative Planning Advisor Services, LLC in July 2026, indicating a potential cross-sell of advisory and wealth management services to MarkhamNorton clients and a need to align back-office accounting integrations with the acquirer.

Growth & Talent Recent hires including a Lead Recruiter and a Director of Business Valuation show active expansion in outsourced accounting, managed services, and valuation capabilities, suggesting opportunities for scalable outsourcing, technology-enabled workflows, and enhanced advisory offerings.

Technology Stack Utilizes NetSuite, Sage, Google Cloud, and cloud-based collaboration tools, presenting upsell potential for ERP optimization, data analytics, automation, and integrated financial systems migrations for mid-market clients.

Florida Footprint Strong Southwest Florida presence with offices in Fort Myers and Naples and a long-standing local client base since 1979, offering a pathway to expand services to regional SMBs and families seeking tax, advisory, and succession planning.

Recognition & Stability Recognized as a best company to work for and noted for sustainable employment practices, signaling a stable platform for client trust, referral opportunities, and scalable service delivery to target mid-market accounts.