Growth and acquisition Despite being a mid-size firm, MFA has undergone and been involved in significant M&A activity, including Baker Tilly International’s acquisition of MFA in 2021. This signals a client base that values strategic guidance on integration, financial due diligence, and post-merger planning—areas ripe for upsell of ongoing advisory, tax, and integration services.

Diverse client base MFA serves private, public, and nonprofit entities across the U.S. and internationally. This broad portfolio suggests opportunities to tailor cross-sector finance and governance solutions, including nonprofit compliance, public sector funding strategies, and international expansion support for clients pursuing cross-border opportunities.

Financial vitality focus With a stated priority on supporting and growing clients’ financial vitality, MFA appears aligned to sell value-based services such as cash flow optimization, financial forecasting, tax planning, and strategic advisory that help clients reach growth and efficiency targets.

Wealth management expansion The launch of MFA Asset Management and addition of wealth management partners in 2020 indicate a push into integrated financial services for clients. This creates cross-sell potential for accounting and advisory clients to access family office, investment management, and endowment or nonprofit investment services.

Technology and analytics readiness MFA’s tech stack includes data and analytics tools (e.g., MouseFlow) and digital presence platforms, suggesting a baseline capability to adopt modern advisory tech, ERP, and data-driven decision support solutions. This presents opportunities to offer digital transformation, ERP optimization, and data analytics services to improve client reporting and operating efficiency.