Acquisition opportunity Peterson Sullivan LLP was acquired by BDO USA in 2019, indicating potential for integrated services with a larger network. Sales teams can explore cross-sell of advisory, tax optimization, and audit services leveraging BDO’s expanded resources and client ecosystem.

Midmarket focus With 51-200 employees and revenue in the 10M-25M range, Peterson Sullivan sits in the mid-market segment often seeking scalable accounting, audit, and advisory solutions. Target tailored solutions for growth, compliance, and technology-enabled finance operations.

Pacific Northwest presence Headquartered in Seattle and serving the Pacific Northwest with international reach, there is potential to offer regional expansion, remote-capable services, and industry-specific compliance programs aligned with local business dynamics.

Tech stack fit Current tech includes WordPress, ASP.NET, Google Tag Manager, and UI libraries. Opportunities exist to modernize client finance tech stacks, implement cloud-based accounting, ERP integration, cybersecurity, and data analytics consulting.

Industry peers Competitors range from large global firms to regional players. Position Peterson Sullivan as a high-service, boutique alternative within a broader network, emphasizing personalized client service, sector expertise, and flexible engagement models to win mid-market audits and advisory work.