Premium SMB Firm Target mid-sized accounting firms with similar service profiles and leadership-driven client engagement to position Savastano Kaufman as a high-touch alternative to larger firms, highlighting direct partner access and proactive advisory.

Private Practice Extension Leverage their split structure (CPA firm for attest services and advisory LLC for tax and business consulting) to offer integrated bundled services or joint marketing with complementary firms that lack an integrated approach to attest and tax advisory.

Growth Readiness With revenue in the 10–25 million range and a lean 11–50 employee base, pursue scalable cloud-based workflow enhancements, ERP integrations, and cybersecurity/multi-cloud offerings to support growing client needs and improve efficiency.

Tech Stack Leverage Position IT-enabled services and digital transformation offerings around their existing tech stack (WordPress, Google Cloud, Cloudflare, MySQL) to improve client portals, data security, and reporting capabilities for enhanced service delivery.

Strategic Partnerships Identify opportunities to partner with mid-market advisory firms or regional networks that value direct partner involvement, offering co-branded services and referral arrangements to accelerate market reach and cross-sell opportunities.