Merger Opportunity Moss Adams recently merged with Baker Tilly International, indicating a potential for expanded service offerings and client base. Leveraging this merger, there is a prospect for cross-selling services to clients of both firms.

AI Consulting Service The launch of Moss Adams' AI consulting service presents an opportunity to target organizations looking to implement AI solutions. Positioning your product or service as complementary to their AI efforts can result in valuable partnerships or sales opportunities.

Wealth Management Investment Moss Adams made strategic investments in assets like Vanguard Short-Term Bond ETF and NVIDIA Corp, indicating a focus on wealth management. Targeting high-net-worth individuals or institutions seeking similar investments can lead to potential business opportunities.

New Executive Hire With the addition of Josh Grossman as a tax partner, Moss Adams strengthens its tax services. Identifying organizations in need of specialized tax expertise and offering tailored solutions can open doors for collaborating with Moss Adams in serving mutual clients.

Board Appointment During the 2024 Annual Meeting, Moss Adams ratified as the independent accounting firm for the upcoming fiscal year. This signals stability and credibility, making it opportune to approach organizations seeking reliable accounting services or looking to switch auditors.