Established Reputation Samet & Company has a strong reputation, exemplified by its recognition in Forbes as one of America’s Best Tax and Accounting Firms for 2021, which can be leveraged to attract premium clients seeking trusted local expertise.

Recent Acquisition The acquisition by Mazars USA LLP in December 2022 indicates strategic growth and increased resources, presenting opportunities to offer expanded services, such as audit and advisory, to existing clients through the combined entity.

Client Diversity With a diverse client base including public and private companies, not-for-profits, and high net worth individuals, there is significant potential to tailor services between corporate, nonprofit, and high-net-worth segments to increase cross-selling opportunities.

Revenue Potential With revenue estimates between 50 million and 100 million dollars and a relatively small team, there is an opportunity to upsell premium consulting, tax planning, or specialized advisory services to existing clients for increased revenue generation.