Rapid Growth & Expansion Schellman has demonstrated significant growth through strategic acquisitions such as INSYTE CPAs and recent leadership appointments, indicating a company actively expanding its service offerings and client base, creating opportunities to provide complementary compliance and technology solutions.

Technology Leadership With recent hires like a Chief Technology Officer and collaborations with firms like Zealogics, Schellman emphasizes innovation in their attestation and compliance services, suggesting a demand for advanced cybersecurity, automation, and ESG-related solutions.

Sustainability & ESG Focus Strategic partnership with Goodlab highlights Schellman's commitment to ESG and sustainability metrics, opening sales opportunities around climate reporting, sustainability technology, and risk management tools tailored for their compliance needs.

Healthy Financials With revenues between $250 million and $500 million and a workforce approaching 1,000 employees, Schellman is a financially robust organization, likely seeking scalable, enterprise-grade solutions across technology, compliance, and operational efficiency.

Market Position & Competitiveness As a top 50 CPA firm with a global footprint and industry reputation, Schellman's focus on providing integrated compliance services presents opportunities for specialized vendors to offer niche technologies such as audit automation, integrated risk management, and industry-specific compliance tools.