Niche client base Target a diversified yet focused client mix including small businesses, Indian tribes and gaming, HUD multi-housing properties, non-profits, municipalities, school districts, oil and gas, and retirement facilities for tailored advisory and compliance services.

Growth through partnerships Leverage the firm’s recent consolidation of two established Bartlesville practices to position as a broader Northeast Oklahoma and Southeast Kansas financial services hub, offering cross-sell of tax, audit, consulting, and estate planning.

Digital readiness Capitalize on their tech stack (AWS, Microsoft 365, analytics tools) to offer cloud-based accounting, secure data sharing, and automated reporting solutions, appealing to mid-market clients seeking efficiency and compliance.

Revenue footprint With a revenue range of 25 to 50 million, pursue mid-market opportunities with scalable services such as outsourced CFO, payroll optimization, and risk management to deepen wallet share.

Strategic growth needs Position as a trusted advisor for succession planning, litigation support, and government contract compliance to attract organizations requiring persistent regulatory guidance and long-term financial stewardship.