Mid-market niche Target Russell Novak & Company, LLP as a specialized CPA firm serving mid-sized family businesses and individuals, presenting opportunities to expand financial advisory, business valuation, and litigation support services to similar client profiles.

Growth enablement With revenue in the mid-range and a small team, position scalable outsourced capabilities, such as fractional CFO services, cloud accounting, and scalable audit support to enhance efficiency for growing clients.

Technology leverage Leverage their tech stack including Microsoft 365 and security-focused configurations (HSTS, X-Content-Type-Options) to propose integrated cybersecurity, data protection, and compliant workflows for financial operations.

Litigation niche Highlight the Financial Litigation Advisory Services as a differentiator to win engagements from mid-market firms facing disputes, offering expert testimony support, forensic accounting, and settlement advisory.

Regional focus Emphasize Chicago-area presence to penetrate local networks, cross-sell with regional professional services firms, and target family-owned businesses in Illinois seeking coordinated accounting, tax, and advisory solutions.