Tax Defense Expansion The Brennan Group specializes in strategic tax and cost management with a nationwide network, presenting an opportunity to upsell comprehensive state and local tax (SALT) optimization services to mid-market clients seeking relief from complex tax liabilities.

Guided Education Recent launch of a guide to understanding and managing sales and use tax signals a content-driven lead magnet approach. Replicate with targeted webinars or workshops to capture tax decision-makers and convert them into consulting engagements.

SALT Expertise Platform With a focus on reducing property and sales & use tax liabilities across multiple jurisdictions, there is potential to offer multi-state tax risk assessments, audits, and ongoing compliance outsourcing to growing firms expanding geographically.

Tech Enablement Utilizes a mix of marketing and analytics tools (Google Analytics, Google Ads, DoubleClick Floodlight, Zoho). Leverage these capabilities to run targeted ABM campaigns aimed at CFOs and tax directors in mid-market companies.

Financial Scale Revenue range indicates solid mid-market presence. Target clients with rising tax exposure and complex tax landscapes, including retailers, manufacturers, and service firms, offering packaged SALT services with scalable engagements.