Loyal client base Established for forty years with a focus on personal attention and trusted advisory relationships, Slattery & Holman presents an opportunity to offer premium, value-added services such as advisory, planning, and industry-specific solutions to deepen client partnerships.

Mid-market focus Revenue range and employee count position the firm in the upper SMB to lower mid-market segment, suggesting upsell opportunities for outsourced accounting, controller services, tax optimization, and financial planning for growing businesses seeking scalable solutions.

Tech-enabled services Current tech stack includes WordPress, Google Cloud, Microsoft 365, and digital marketing tools, indicating receptiveness to modernized workflows, data security enhancements, cloud-based collaboration, and automation improvements that can be offered.

Growth potential With a revenue band of 10 to 25 million and a historical emphasis on comprehensive services, there is potential to expand service lines such as analytics, ESG reporting, virtual CFO, and performance benchmarking to attract clients pursuing strategic growth.

Competitive landscape Operating alongside firms like CBIZ, RSM, and CLA at similar revenue tiers signals a competitive market for integrated accounting and advisory services; approach with differentiated value propositions, industry-specific solutions, and measurable ROI to win mid-market engagements.