Growth opportunity Sorren is a Top 50 national firm with recent expansions in northern Nevada and healthcare capabilities, signaling a potential cross-sell opportunity to healthcare providers, professional services firms, and mid-market clients seeking scale with localized support.

Leadership transition A new CEO appointed in 2026 suggests potential shifts in strategy and client service models. This presents an opening for executive-level outreach to discuss advisory, tax optimization, and governance services aligned with the firm’s growth and succession planning needs.

Acquisition momentum Recent acquisitions and hires (HealthWorks Group, Casey Neilon, Williams Overman Pierce) indicate a momentum in expanding service lines and geography. This creates opportunities to introduce risk advisory, healthcare dispute resolution services, private client capabilities, and cross-border tax solutions to integrate with their expanded footprint.

Digital enablement Investment in cloud and automation platforms (Rightworks cloud services, Power Automate, NetSuite, Sage Intacct, QuickBooks Online, Azure AI) reveals a readiness to modernize client operations. Target potential clients with cloud readiness assessments, ERP optimization, and cybersecurity/compliance offerings.

Revenue scale With reported revenue in the 25 to 50 million range and a growing national presence, Sorren is positioned to pursue mid-market clients seeking scalable tax, assurance, and advisory services, including private client and health care sector opportunities.