Private sector focus Target privately held businesses, investors, and non-profits as core clients since the firm already serves these segments and has a track record of tailored, strategic solutions across growth, succession planning, and distressed business turnaround.

Growth and scale Leverage the firm’s rapid growth, multi-office footprint (Troy, Bingham Farms, Ann Arbor) and strong market presence in Michigan to position expanded services, capacity for larger engagements, and cross-sell across office locations.

Tech enablement Promote the state-of-the-art technology stack and modern workflow culture as a differentiator for efficiency, data analytics, and scalable advisory services to attract tech-savvy clients and expand service lines.

Service breadth Capitalize on the full-service CPA offering including audits, reviews, compilations, tax planning, strategic business planning, and payroll to upsell advisory, tax optimization, and not-for-profit governance services.

Industry expertise Highlight specialization in privately held businesses, real estate, medical practices, legal professions, retail/wholesale, manufacturing, estates and trusts to tailor targeted outreach and cross-sell industry-specific solutions.