Growth opportunity SB & Company, LLC is a minority-owned CPA firm with revenue in the 50 to 100 million range and staff of 51-200, indicating a scalable mid-market firm size that could benefit from expanded cross-sell of audit, tax, risk advisory, and business consulting services to existing clients and new growth sectors.

Expanded service appeal Their positioning as a multi-discipline firm (audit, tax, risk, advisory) and market leadership in Single Audit suggests upsell potential to government contractors and regulated entities seeking integrated assurance, compliance, and advisory support.

Technology uplift SB & Company utilizes a modern tech stack including Paycom, Salesforce, Microsoft 365, Google Cloud, and CRM tools, which presents a platform-ready cross-sell forPayroll, HR tech optimization, data analytics, and digital transformation services to streamline operations for clients.

Strategic partnerships With recognition as an MBEs and a growing client base, there is an opportunity to pursue partnerships or alliance deals with larger regional firms seeking to augment capabilities in diversity-focused procurement, minority supplier programs, and expanded audit capacity.

Public profile Recent press highlighting leadership awards for a partner signals brand credibility and client trust, which can be leveraged in outreach to prospective clients in regulated industries and public sector clients seeking reliable, community-focused advisory partners.