Acquisition & Market Expansion Shepard Schwartz & Harris LLP was acquired by Citrin Cooperman in July 2022, marking their entrance into the Midwest market and providing an opportunity for cross-promotional services to firms seeking to expand geographically.

Strong Regional Recognition The firm has been recognized as one of Chicago’s top 10 accounting firms, highlighting its reputation and potential appeal to clients valuing established, high-quality regional firms looking to scale.

Growth & Revenue Potential With an annual revenue estimated between 10 and 25 million dollars and a moderate employee base, the company presents potential for both upselling advanced financial services and engaging businesses seeking middle-market accounting expertise.

Technology Adoption Utilizing a range of tech tools including Google Analytics, GoFileRoom, and social media platforms, the firm demonstrates a modern approach, indicating openness to adopting innovative solutions and digital services for clients.

Industry Positioning Operating in the competitive Chicago accounting scene with several larger peers, Shepard Schwartz & Harris LLP could be targeted for niche or specialized services to enhance their competitive edge and deepen client relationships.