Strategic Partnerships RDG+Partners has recently expanded via partnerships with Bailey Carr CPAs and Bahgat & Laurito-Bahgat CPAs, signaling potential for cross-sell of advisory, compliance, and integrated financial services to CPA networks and their clients.

Acquisition Uptick Doeren Mayhew acquired RDG+Partners, extending into the New York market; this creates an opportunity to approach Doeren Mayhew's client base and affiliates with RDG+Partners' advisory, financial management, and cloud-based solutions.

Mid-Market Focus With revenue in the $25M-$50M range and a tight team structure, there is room to upsell scalable compliance, risk management, and tech-enabled financial services aimed at mid-market organizations seeking growth and efficiency.

Tech Enablement Utilizing QuickBooks Online, AWS, WordPress, HubSpot Analytics and other tools suggests RDG+Partners prioritizes modern, scalable tech; opportunities exist to propose advanced financial analytics, ERP integration, and security/compliance enhancements for clientele.

Market Positioning Being a Rochester-based advisory firm now connected to a larger U.S. footprint via Doeren Mayhew presents a path to leverage regional expertise while targeting national clients seeking integrated financial services and advisory capabilities.