Niche Tax Expertise Position as specialized state and local tax consulting partner for small to mid-sized firms, highlighting extensive knowledge in Income/Franchise, Sales/Use, and Michigan taxes to unlock cross-selling with their CPA networks.

Strategic Partnerships Leverage their collaboration with CPA firms and providers to offer bundled tax and accounting solutions, presenting opportunities to expand advisory services for existing clients.

Growth Signals Note revenue in the mid seven-figure range with a lean team and a growing associate base, suggesting scale-up potential through expanded service lines, additional hires, or regional expansion through targeted marketing.

Tech-Driven Services Emphasize their tech stack for tracking and delivering tax services (Google Ads, analytics platforms, cloud tools) as a foundation to offer enhanced digital tax compliance, e-filing, and data-driven consulting.

Defense to Growth Identify opportunities to upsell compliance and audit defense services to SMBs facing state/local tax scrutiny, using their unique background as former auditors and commissioners to differentiate offerings.