Acquisition Opportunity Recent acquisition by Cherry Bekaert LLP signals a change in client relationships and potential cross-sell opportunities for tax advisory services, particularly in pre- and post-merger tax planning, integration tax strategies, and ongoing compliance for merged entities.

Midmarket Focus Revenue range and client base indicate mid-market to small enterprise focus with private and public companies; leverage targeted outreach to offer transaction tax advisory, M&A tax planning, and state and local tax optimization services tailored to mid-sized firms undergoing growth.

Private Equity Fit National private equity and transaction tax expertise position the firm to partner with PE-backed portfolios; explore opportunities to provide tax diligence, structuring, and optimization across portfolio companies.

Independence Advantage As a tax-only firm not bound by auditor independence rules, highlight capabilities for proactive tax consulting, aggressive planning, and cross-functional collaboration withclient auditors to deliver superior tax outcomes.

Digital Presence Existing tech stack (WordPress/Squarespace, etc.) and focus on tax services present a path for digital marketing and content-led demand generation campaigns targeting corporate tax directors, CFOs, and controllers seeking specialized tax solutions.