Tax incentives focus Position McMillian & Associates as a specialist in state and federal tax credits and incentives to identify cross-sell opportunities for existing clients across industries such as manufacturing, technology, finance, and services that may qualify for new credits, grants, or incentives.

Mid-market footprint Target clients in the 51-200 employee range and expanding mid-market firms who increasingly pursue government-backed incentives, offering scalable credit and grant services as these companies scale or restructure.

Long-standing expertise Leverage the 60-year track record to build trust with CFOs and tax leaders, highlighting proven processes for research, compliance, and government approvals to win new engagements and deepen existing relationships.

Industry breadth Highlight experience across manufacturing, wholesale, technology, finance, food service, and legal sectors to pursue cross-industry referrals and multi-sector projects with enterprise clients.

Digital engagement Utilize the tech stack and digital channels (LinkedIn, Hotjar, Calendly, Salesforce Marketing Cloud) to nurture leads, schedule assessments, and deliver targeted proposals aligned with clients’ incentive opportunities.