Strategic Acquisition Acquired by J.S. Held in June 2026, expanding resources, service capabilities, and geographic reach, which signals a broader cross-sell opportunity for forensic accounting, litigation support, and valuation services.

Boutique To Global Small to mid-sized boutique firm integrated into a global consultancy suggests potential for introducing larger scale project opportunities, enterprise-grade workflows, and access to larger client networks via J.S. Held.

Forensic Focus Specialization in forensic accounting, litigation consulting, and business valuations creates targeted selling points for risk assessment, dispute resolution, and financial evidence presentation services to Florida-based clients and expanding national exposure.

Tech Enablement Technology stack including WordPress, MySQL, Mailchimp, and analytics tools indicates readiness for digital marketing, client portals, and scalable engagement workflows to improve lead generation and service delivery.

Revenue Entry Revenue range of 1M to 10M with 11-50 employees roles this firm as a mid-market player, offering a pathway for mid-size engagements, cross-sell from J.S. Held's broader practice areas, and expansion into adjacent valuation and advisory services.