Expanded footprint With offices in multiple states (New York and Florida) and over 30 years in business, Thaney & Associates has a regional presence that supports cross-state client acquisitions and referrals. This presents an opportunity to offer bundled services to mid-market clients expanding or relocating between these markets.

Finite revenue range Reported revenue of 25 to 50 million positions the firm as a mid-market player likely needing scalable back-office services, technology optimization, and strategic advisory to maintain growth while controlling costs. Target firms in similar revenue bands or those seeking CFO as a service could be receptive.

Tech-enabled services Current tech stack includes WordPress, Google Cloud, HubSpot and Stripe, indicating a digital-first approach. Opportunities exist to upsell advanced financial analytics, automated workflows, cybersecurity enhancements, and cloud-based workflows for clients seeking modernized accounting and advisory capabilities.

Diverse service mix Offerings span forensic accounting, internal controls, CFO for the day, mergers and acquisitions, valuations, business brokering, and strategic planning. This breadth enables cross-sell to existing clients and target firms needing end-to-end advisory and transaction support.

Strategic partnerships Presence in multiple client-centric services like tax planning, estate planning, and personal & business financial planning suggests alliance opportunities with law firms, wealth managers, and mid-size MSPs to co-market and cross-sell integrated solutions to shared client bases.