Longstanding client base RP&B CPAs has 40 years of experience serving private companies across Inland Empire, Southern California and nationwide, indicating potential for upsell of advisory services and cross-sell to existing clients during growth or succession planning.

Full-service offerings Current services include compilations, reviews, audits, tax compliance, tax and business planning, and ESOP consultation, presenting opportunities to expand into outsourced CFO/financial advisory, ESOP enablement projects, and specialized tax strategies for manufacturers, distributors, and contractors.

Industry focus Target sectors include manufacturing, distribution, transportation, contracting, and nonprofits, suggesting sales plays around cost reduction, compliance optimization, and industry-specific tax planning for these segments.

Growth signals Recent leadership news and partnerships with advisory and funding groups (AmbroseAdvisors, AmPac, Paychex) plus a shareholder promotion signal an active growth trajectory; leverage these networks for co-sell and referral opportunities.

Financial scale Revenue in the mid-range (25 to 50 million) and a mid-sized employee base imply a mid-market focus with potential for expanded service bundles, technology-enabled audits, and scalable outsourcing engagements for mid-sized private firms.