SMB advisory focus Target formerly underserved privately-owned small to mid-market businesses that need access to high-level business consulting alongside traditional accounting and tax services, highlighting Source One’s strength in M&A, succession planning, organizational structuring, and financing guidance.

Cross-sell advisory Leverage existing client relationships to cross-sell business advisory services such as automated accounting system implementation, human capital strategy, and bank and equity financing support, expanding revenue per client.

Growth readiness Position Source One as a partner for growth-oriented firms undergoing ownership transitions, strategic reorganizations, or financing events, aligning services with client needs during acquisitions, restructurings, or capital raises.

Tech-enabled efficiency Emphasize capabilities in automated accounting systems and data-driven decision support, appealing to mid-market clients seeking scalable technology stacks, improved reporting, and better financial planning.

Local footprint advantage Highlight personalized service, long-standing client relationships, and a nimble, lower-volume model to win clients who value close advisor access and tailored solutions over large firm scalability.