boutique specialization Millares & Company offers personalized accounting, tax, and financial planning services, positioning it as a boutique firm catering to high net worth individuals and corporate clients seeking tailored solutions.

growth potential With annual revenues between 1 million and 10 million and over 25 years of market presence, there is significant opportunity to expand their service offerings or enhance technology solutions to attract more high-value clients.

technology stack The firm utilizes cloud services like Amazon Web Services and modern web technologies, indicating openness to innovative tech solutions that can improve efficiency, security, and client engagement.

competitive landscape Being a small firm in a competitive space dominated by large global firms like PwC and Deloitte presents opportunities to offer specialized, high-touch services that appeal to niche or high-net-worth segments.

market differentiation Millares & Company’s deep local roots in Miami and Coral Gables offer a unique value proposition to clients seeking trusted, community-focused financial services, enabling targeted marketing and relationship-building opportunities.