Growing Revenue Base The Hobbs Group is a mid-sized firm generating between $50 million and $100 million, indicating a stable financial position with potential for upselling advanced financial planning, consulting, and technology integration services aimed at increasing profitability and efficiency.

Technology Adoption The use of diverse tech tools such as SQL, Metabase, and Perplexity AI suggests a forward-thinking approach; opportunity exists to provide tailored software solutions, automation tools, or cybersecurity services to enhance their tech stack.

Market Expansion With offices across Columbia, Greenville, and Sumter, South Carolina, the firm is positioned for regional growth. Expanding to new markets or offering specialized services like digital transformation or cloud accounting could drive further client acquisition.

Industry Trends Being in the accounting industry, The Hobbs Group can benefit from evolving trends like automation, AI, and online client engagement. Offering products or services that optimize these trends could help them stay competitive and meet client expectations.

Growth Through Acquisition Recent acquisitions and strategic partnerships, including the purchase of Plannthat and tie-ins with Linktree, indicate a company interested in expanding its digital capabilities and service offerings. Sales opportunities include integrations, digital marketing tools, and digital client management solutions.