Acquisition Opportunity Since Scanlan & Leo was acquired by Sikich in October 2019, there may be opportunities to align with Sikich's broader service offerings or explore cross-selling of specialized accounting and advisory services to their expanded client base.

Growth Potential With a revenue range of up to one million dollars and a small team, Scanlan & Leo presents a niche opportunity for targeted services that support scaling, including technology upgrades and business development support tailored for smaller CPA firms.

Technology Adoption Utilizing DreamWeaver indicates an investment in web development and online presence; expanding tech solutions for client engagement or digital transformation could be a lucrative avenue for sales in accounting technology tools.

Market Entry Strategy Positioning solutions that enhance the firm's service delivery efficiency, such as automation tools for tax and audit processes, could help differentiate in the competitive small to mid-sized CPA landscape.

Industry Collaboration Given the firm's focus on non-profits and small businesses, there are opportunities to target niche-specific financial software, grants management systems, or compliance solutions that resonate with their client mix and service scope.