Global High-Net Target Reese Henry & Company’s global client base, including high-net-worth individuals and family groups, for premium accounting and advisory services such as tax planning, estate planning, and multi-jurisdictional compliance.

Legacy and Trust Leverage the firm’s long-standing history dating back to 1964 and Aspen’s position as the oldest and largest local accounting firm to position services around legacy planning, governance, and trusted advisor relationships with affluent clients and family offices.

Tech-Driven Value Offer modernization and efficiency consulting to accelerate their technology adoption, highlighting QuickBooks, Microsoft 365, Suralink, and Squarespace capabilities to streamline client workflows, data security, and collaboration.

Growth Readiness Position scalable solutions for growth-oriented clients and potential acquisitions, including outsourced CFO services, wealth management accounting, and cross-border compliance as they serve a global clientele with significant revenue and a mid-market size.

Financial Health Identify opportunities to augment recurring revenue through managed services, cloud-based bookkeeping, and advisory packages, targeting revenue streams aligned with their current $50M–$100M range and mid-sized employee base.