Market Expansion SobelCo recently joined CLA, a major growth move that indicates opportunities for cross-selling accounting, tax, and consulting services to a wider client base across the U.S. This expansion suggests potential for leveraging industry-specific solutions tailored to middle market family-owned businesses.

Tech Integration With a robust tech stack including Azure Monitor, Power BI, and Informatica, SobelCo's integration with CLA offers a prime platform to promote advanced analytics, cloud-based solutions, and data management services to similar mid-market firms seeking digital transformation.

Sustainability & Recognition CLA's recognitions such as being a top company for working parents and for executive women position it as an attractive employer for talent acquisition and employee engagement solutions, which can be key selling points for HR technology, professional development, and workplace culture services.

Financial and Investment Growth CLA’s strategic investments, including stakes in financial assets like the VanEck Long Muni ETF, suggest opportunities to offer investment advisory, portfolio management, and financial planning services to similar firms or clients seeking to optimize their wealth management strategies.

Industry Focus & Client Base SobelCo’s focus on industries such as retail, manufacturing, and nonprofits presents opportunities for specialized industry solutions, tailored compliance, and industry-specific consulting services to businesses in these sectors that are similar to SobelCo's existing clients.