Specialized Real Estate Target opportunities around real estate tax issues and partnerships, leveraging their stated expertise to offer compliance, structuring, and advisory services to real estate developers, investors, and syndicators.

High Net Worth Focus Develop outreach aimed at high income individuals and owner-operators of small businesses who require sophisticated tax planning, wealth management, and succession planning services.

Mid-market Growth Position as a partner for growing small to mid-sized firms needing scalable accounting and tax solutions, including outsourced CFO functions and real estate portfolio accounting.

Tech-Enabled Services Leverage their tech stack familiarity (AWS, ProSites, analytics tools) to pitch modern, secure, cloud-based accounting, data analytics, and client portal experiences to improve efficiency and transparency.

Revenue Benchmark With 10M–25M revenue, identify cross-sell opportunities in audit, assurance, and tax advisory services to expand service lines for existing clients and attract adjacent real estate clients.