Acquisition potential Peterson Sullivan was acquired by BDO USA, highlighting a recent consolidation trend in the regional accounting market. Targeting clients who may be in transition or seeking expanded services could yield opportunities for cross-sell of advisory, tax, and audit solutions.

Mid-market focus With revenue in the 10M–25M range and a team of 51–200 professionals serving publicly traded, closely held, and high-net-worth individuals, there is potential to upsell broader SSAE/SOC, forensics, and advisory services to mid-market clients aiming for scalable growth.

Regional expansion Seattle and the Pacific Northwest footprint suggests opportunities to expand services to nearby growth industries and cross-border clients, leveraging localized knowledge and industry specialization to win new engagements from similar regional firms or subsidiaries of multinational clients.

Tech-enabled services The firm’s technology stack includes ASP.NET, WordPress, and analytics tagging tools, indicating capacity for client portals, data analytics, cloud-based collaboration, and digital audit capabilities that can be packaged as modern, efficient engagement offerings.

Public company expertise Experience serving publicly traded companies positions the firm to pursue more complex audit, compliance, and advisory work for SEC/GAAP-compliant clients, including risk assessments, internal control evaluations, and capital markets readiness services.