Strategic Acquisition Since its acquisition by Wipfli LLP in January 2016, Steinberg Advisors has been integrated into a larger network of advisory services, presenting opportunities to cross-sell comprehensive accounting, consulting, and technology solutions to their existing client base.

Technology Adoption Utilizing advanced tools such as Snowflake, QuickBooks, and Jira, the company demonstrates a strong focus on leveraging modern technology platforms, indicating a readiness to engage with clients seeking innovative data analytics, cloud solutions, and digital transformation services.

Industry Focus Recent hires of industry leaders in manufacturing, retail, and distribution, along with participation in AI and no-code platform partnerships, suggest targeted opportunities to offer specialized advisory and automation solutions to clients within these sectors.

Growth and Leadership Active leadership appointments for roles in data analytics, growth strategy, and industry management show a focus on strengthening expertise and expanding service offerings, making the company a potential partner for clients seeking strategic growth and digital maturity.

Market Positioning Operating within the top-tier accounting firms with revenues between 10 to 25 million dollars and a dedicated, growing team indicates a solid market position, enabling business development efforts aimed at mid-market organizations looking for reliable advisory and consulting services.