Acquisition Opportunity O’Malley & Kwit was recently acquired by Sikich in November 2022, indicating a channel for cross-sell and integration opportunities with Sikich’s broader services, including tax, advisory, and technology consulting.

SMB Focus With a client base that targets small to mid-sized businesses and revenues between a few hundred thousand to under $10 million, there is significant potential to upsell scalable tax planning, entity structuring, and employee benefits planning as these firms grow.

Tech Stack leverage Current use of cloud and marketing tools (AWS, WordPress, Shopify, Marketo, LinkedIn Ads, Microsoft Advertising) suggests opportunities to offer advanced tech-enabled solutions such as automated tax compliance workflows, digital advisory platforms, and enhanced client onboarding.

Industry Reach Serving manufacturing, wholesale, financial, and service sectors presents sales avenues to package sector-specific tax and consulting services, including foreign tax compliance and regulatory updates tailored to these industries.

Growth Readiness Revenue range and employee size indicate capacity for scalable services and potential partnerships for expansion into broader accounting, auditing, and advisory offerings, especially leveraging Sikich’s network for referrals and joint engagements.