Growth opportunity Mid-sized regional CPA with revenue in the 10-25M range and a broad service line presents upsell potential across tax planning, financial forecasting, M&A advisory, and forensic accounting for growth, expansion, and risk management initiatives.

Cross-sell potential Client offers services from tax, audits, financial statements, to interim controller, cost segregation studies and estates; leverage to introduce specialized services such as mergers and acquisitions support for acquisitions and divestitures or non-profit accounting for aligned organizations.

Tech-enabled Uses a mix of enterprise and web technologies (Microsoft, PHP, iCIMS, Google Maps, analytics tools) that can be paired with modern advisory platforms to streamline onboarding, client portals, and data security for enhanced service delivery.

Strategic partners Located in Troy, Michigan with a long-standing history since 1983; potential to partner on regional client acquisition initiatives, industry events, and referrals with nearby mid-market firms to expand footprint.

Competitive positioning Among peers with similar services but smaller scale, presenting an opportunity to differentiate with enhanced value add in forensic, cost segregation, and succession planning for family-owned businesses and nonprofits seeking tailored engagement models.