Established Regional Presence Masters, Smith & Wisby, P.A. has over 40 years of experience serving closely held businesses in the Southeast, demonstrating stability and deep regional market knowledge that can be leveraged to expand service offerings.

Growth Potential With revenue estimated between $10 million and $25 million and a team of up to 50 employees, the firm presents opportunities for scalable service growth in areas such as advanced business consulting and digital transformation.

Technology Adoption Utilizing tech tools like MySQL, Shopify, and Google Tag Manager indicates a readiness for digital integration, creating opportunities to introduce cloud-based solutions, automation, and data analytics services.

Target Market Focus Specializing in services for closely held businesses across the Southeast positions the firm well to explore partnerships or targeted marketing toward small to medium-sized enterprises seeking strategic growth support.

Competitive Differentiators Their emphasis on personalized service and comprehensive consulting offers avenues to promote premium advisory packages, additional technology consulting, or niche industry solutions to attract new clients.