Strong Market Position SobelCo is a well-established mid-market accounting and consulting firm with a revenue range of 50 million to 100 million, serving diverse industries such as retail, manufacturing, and nonprofits. Its history and client base in the NYNJ area suggest opportunities to expand services or cross-sell to existing clients, leveraging its regional reputation.

Recent Corporate Integration As part of the recent integration into CliftonLarsonAllen (CLA), SobelCo’s experienced team members and client relationships provide a valuable entry point for offering CLA’s broad suite of services including wealth advisory, digital solutions, and business consulting, especially to family-owned middle-market businesses seeking growth support.

Technology Adoption SobelCo’s utilization of advanced tech stacks like Azure Monitor, Power BI, and Datadog indicates a focus on data-driven decision making and digital transformation, presenting opportunities to introduce complementary technology solutions or managed services that enhance operational efficiency.

Recognition & Credibility SobelCo’s recognition as part of CLA’s awards such as being a top employer and a great place to work boosts its credibility and attractiveness to prospective clients. These accolades can be leveraged during sales engagements to build trust and demonstrate stability and a positive workplace culture.

Industry Diversification Serving a broad industry mix including retail, manufacturing, distribution, and nonprofits positions SobelCo to target a wide range of sectors with tailored financial and consulting solutions, opening pathways for industry-specific technology, compliance, and consulting service sales tailored to each sector’s needs.