Specialized Tax Services Tri-Merit focuses on providing niche tax credit solutions such as R&D credits, cost segregation, and energy incentives, targeting small to midsize businesses. This creates a sales opportunity to partner with firms seeking expert guidance to maximize tax benefits with minimal effort.

Partnership Expansion Recent collaborations with entities like McGowanPro and Canopy Tax indicate an active strategy to strengthen alliances with related service providers, especially those serving CPAs and accounting firms. Expanding these partnerships can open doors to new client referrals and integrated service offerings.

Revenue Growth Potential With current revenues ranging from $10M to $50M and a growing market focus, there is significant opportunity to scale sales efforts by targeting similar-sized businesses and mid-tier accounting firms seeking tax incentive solutions.

Tech-Enabled Service Delivery Utilizing a modern tech stack including Salesforce, HubSpot, and cloud infrastructure, Tri-Merit demonstrates a robust approach to client management and marketing. Leveraging these tools can help develop targeted campaigns for new client acquisition and upselling existing accounts.

Market Positioning Operating in a competitive landscape with large firms like EY and PwC, Tri-Merit’s focus on streamlined, specialized services allows for differentiation. There’s an opportunity to highlight their expertise and simplified process to attract small and midsize enterprises seeking cost-effective tax solutions.