Acquisition momentum MCM CPAs & Advisors was acquired by Cherry Bekaert in August 2023, signaling integration with a national firm and potential access to larger resources, cross selling opportunities, and expanded service capabilities for new clients.

Regional reach to national Originally a large regional firm with locations and client base across Kentucky and beyond, now backed by a national platform, enabling targeted expansion into additional industries and geographies for cross selling advisory, tax and assurance services.

Diverse service depth Core offerings span tax, assurance and advisory with niche areas such as M&A, IT compliance, forensics, international tax and employee benefit plans, providing multiple entry points for multi-service engagements with existing and prospective clients.

Industry targeting Specialized focus on manufacturing/distribution, healthcare, not-for-profit/government, real estate, construction, financial institutions and insurance creates opportunities to tailor bundled solutions and demonstrate value in high-potential sectors.

Technology footprint Adoption of Sage Intacct, QuickBooks, analytics and collaboration tools suggests potential for selling modern cloud and ERP, IT controls, process improvement and digital transformation services to mid-market clients.