Succession Opportunity Recent leadership changes at Mahoney include retirement of Managing Partner Roz Allyson in 2025 and new appointments for CEO Tom Johnson and COO Kari Erickson, signaling potential need for advisory services, process optimization, and client onboarding improvements during leadership transition.

Growth Levers Firm revenues reported between 1M and 10M with rapid growth as one of the fastest growing tax practices in the Wheaton/St. Paul area, presenting opportunities to upsell scalable services such as tax planning, financial analytics, and payroll filings for expanding client bases.

Tech Enablement A tech stack including QuickBooks Online, Microsoft 365, Asana, KnowBe4, GitHub Copilot and ecommerce platforms indicates a mature digital environment; cross-sell advanced risk, cybersecurity training, workflow automation, and data analytics modernization targets.

Talent Strategy Recent hires and promotions in HR leadership and operations suggest openness to services around human capital management, talent retention programs, and efficiency improvements that align with growing client service capabilities.

Service Expansion Diversified service mix ranging from individual and business returns to specializations like clergy tax and estate planning; potential to expand advisory offerings, retirement planning, and industry-specific compliance for small to mid-market clients.