Acquisition synergies Rocky Mountain Advisory was acquired by Marshall & Stevens in April 2024, presenting an opportunity to upsell cross‑firm forensic accounting, bankruptcy and turnaround, dispute analysis, and business valuation services to a broader enterprise client base now aligned under a larger advisory platform.

Midmarket focus With a small team size and a revenue range of 10M–25M, there is potential to position services for mid‑sized legal, corporate, and public sector customers seeking scalable forensic, valuation, and dispute resolution capabilities.

Digital hygiene Existing tech stack includes WordPress, Cloudflare, and analytics tools, signaling readiness for digital lead generation; opportunities exist to optimize client onboarding, case management, and online credibility to attract higher‑value engagements.

Public sector potential Specialization in forensic accounting, bankruptcy, turnaround, and dispute analysis resonates with public sector and government-related projects, suggesting targeted outreach to municipalities or public procurement processes amplified by the acquisition.

Competitive positioning As part of a network with large consulting peers, Rocky Mountain Advisory can differentiate on niche forensic and valuation expertise, offering differentiated packages or bundled services to compete for engagements traditionally dominated by bigger firms.