Growth and scale Mid-sized accounting and advisory firm with revenue in the 25-50M range and a regional footprint across major markets, presenting opportunities to expand service uptake among existing clients and cross-sell finance, tax, IT, and management consulting offerings.

Technology adoption Technology stack includes WordPress, MySQL, Microsoft 365 and standard web tools, indicating potential for selling digital transformation, cybersecurity, data analytics, and cloud optimization services to modernize client IT ecosystems.

Diverse service mix Full-service capabilities in accounting, audit, tax, information systems technology, financial and management consulting align with cross-sell scenarios for securitizations, health care, economic development and process optimization engagements.

Geographic reach Headquartered in Washington, D.C. with offices in California, Maryland, Georgia, Connecticut and Pennsylvania, offering geographic expansion opportunities to target regional firms and gain access to local industries and regulatory environments.

Growth readiness Firm leadership includes three named partners and sixteen principals with a 200+ staff tier, suggesting readiness for larger engagements, partner-led engagements, and advisory programs that could be scaled for Fortune 1000 or mid-market clients seeking high-touch services.