Growth through acquisitions Sorren has a track record of strategic growth through mergers and acquisitions, including HealthWorks Group and Williams Overman Pierce, signaling ongoing opportunities to offer integration, healthcare compliance, and private client services to expand cross-sell to newly combined client bases.

Leadership transition A recent CEO appointment and active leadership changes present a doorway to offer governance, executive advisory, and transition-focused services, including risk assessment, strategic planning, and change management to stabilize and accelerate growth.

National reach local touch As a Top 50 national firm with strong local relationships, there is a sales path for targeted advisory solutions that leverage national resources while maintaining personalized service, ideal for mid-market firms seeking scalable tax, assurance, and advisory support.

Tech and security enablement Adoption of modern tech stack and secure cloud platforms creates opportunities to sell managed IT, cybersecurity, risk & compliance, and process automation services to support clients migrating to or expanding digital workflows.

Healthcare and private client growth Recent expansion into healthcare consulting and private client services opens up cross-sell potential in healthcare disputes, arbitration support, and high-net-worth personal tax and estate planning, appealing to diverse client segments seeking integrated solutions.