Growth through expansion Sorren has actively expanded its geographic footprint in 2025 2026 by acquiring HealthWorks Group and adding two Reno based firms, increasing capabilities in healthcare disputes and broader advisory services. This signals a readiness to cross sell integrated tax accounting and advisory solutions to new markets and healthcare clients.

Leadership transition A leadership change with Josh Tyree appointed as CEO in January 2026 suggests potential shifts in strategic focus and client engagement approaches. This presents an opportunity to engage top leadership through executive sponsorship programs, strategy reviews, and high touch relationship management.

Private equity backing Private equity backing and growth investments indicate an appetite for scalable operations and potentially accelerated M&A activity. Target opportunities include selling additional advisory, health care compliance, and dispute resolution services to PE-backed portfolio companies seeking efficiency and value creation.

National resources locally Sorren emphasizes a blend of local relationship focus with expanded national resources. This positions the firm to pitch integrated multi-region tax and advisory solutions, cross-border compliance, and standardized workflows for multi-state clients seeking consistent service.

Healthcare and technology adoption Recent acquisitions in healthcare disputes and a modern tech stack including Workday Recruiting and cloud oriented IT partners indicate readiness to offer healthcare industry compliance, dispute resolution support, and IT enabled accounting solutions to healthcare providers and mid-market firms investing in digital transformation.