High net worth focus Target opportunity: SKMC specializes in high net worth clients across financial services, real estate, entertainment, and other industries. Leverage tailored audit, accounting, tax and advisory services to upsell comprehensive wealth management and family office solutions.

Boutique with big firm edge Position SKMC as the personal attention of a small firm with the capabilities and expertise of a larger firm to win clients seeking personalized service plus sophisticated compliance and advisory capabilities.

Local trust platform Leverage Los Angeles base and long-standing partner relationships to pursue referrals from professional communities, law firms, and financial institutions for audit, tax planning and business advisory services.

Diversified industry play Prioritize cross-sell across sectors where SKMC has listed strengths—financial services, real estate, entertainment, legal, health, manufacturing, technology and not-for-profit—to expand wallet share with existing clients and attract new ones.

Growth momentum signals Revenue size suggests mid-market focus with potential for scalable services such as outsourcing, CFO advisory, transaction advisory, and technology-enabled accounting, offering expansion into mid-market clients aligned with firm capabilities.