Growth through merger The firm has recently rebranded and integrated with Rehmann, expanding from a small 2-10 employee practice to becoming part of a larger regional CPA firm with broader service offerings. This signals an opportunity to upsell comprehensive wealth management, global security, and advanced business consulting services to former Spilman, Hills & Heidebrink clients.

Expanded geographic reach Post-merger, Rehmann operates across Michigan, Ohio, Indiana, and Florida. This regional footprint creates potential cross-market opportunities for tax, accounting, assurance, and advisory services for clients with multi-state operations or plans to expand within these states.

Diverse service portfolio Capabilities include tax, accounting, assurance, business consulting, wealth management, strategic planning, valuation, succession planning, systems planning, outsourcing, cash flow, and security. This offers a broad suite for cross-sell to existing clients and a strong value proposition to prospective clients seeking integrated solutions.

Awards and credibility Recent recognitions from Accounting Today and industry awards for AUM, regional leadership, and Top Firms status enhance credibility. Leverage branding to approach higher-tier prospects and firms seeking proven performance and industry recognition.

Growth trajectory Plans to merge with additional firms (for example RTC in 2026) indicate an active growth strategy and expanding client base. Position as a partner for scalable growth, integration services, and ongoing advisory support during mergers and acquisitions for target clients.