Strategic merger Martinet Recchia has joined Rehmann as of May 1st, 2025, expanding capacity and geographic reach across Michigan, Ohio, and Florida. This creates cross-sell opportunities for Rehmann’s broader service lines including research and development tax credits, technology and cyber consulting, international tax, and wealth management for the combined client base.

Expanded service suite Clients will gain access to Rehmann’s full range of services beyond traditional accounting and assurance, enabling solution selling around wealth management, specialized consulting, outsourcing, and compliance programs to address growing client needs in tax strategy and tech risk.

AUM and recognition Rehmann’s strong market positioning as a top wealth and advisory firm, evidenced by multiple 2026 Accounting Today accolades and high AUM rankings, provides a compelling value proposition for cross-border and mid-market clients seeking trusted, award-winning advisory partnerships.

Targeted growth opportunities With plans to merge additional firms and expand footprints, there are clear entry points for sales outreach to businesses in Petoskey and surrounding regions, focusing on bundled solutions that combine accounting, tax, and advisory services into integrated packages.

Wellness and culture lever Rehmann’s ongoing wellness recognition signals a client-facing narrative around sustainable organizational health and risk management, presenting an opportunity to position services that support governance, risk, and employee benefits alongside traditional financial advisory offerings.