Expansion and scale The merger of Ryan & McDonald with Moss Adams has expanded resources to over 3,400 professionals across 25 plus locations, signaling increased capacity to onboard larger clients and deliver broader services beyond traditional accounting.

Integrated services Combined firm offers a holistic client experience spanning accounting, consulting, and wealth management, creating opportunities to cross-sell comprehensive solutions to existing clients and target firms seeking integrated financial services.

Technology leverage Adoption of modern tools such as Power BI, Power Apps, Jira, Monday.com and other collaboration platforms indicates a tech-forward approach that can be positioned to clients seeking enhanced data analytics, project management, and digital workflows.

Industry visibility Recent leadership changes and notable industry engagements (including AICPA committee involvement) suggest a growing reputation and thought leadership that can be leveraged to win mid-market to large clients needing credibility and proven governance.

Financial profile Current revenue is reported as under one million, highlighting a potential target for growth-focused firms; emphasize scalable services, pricing models, and case studies to demonstrate value to small-to-mid sized businesses expanding their accounting, consulting, and wealth needs.