Mid Market Focus Tri-Merit serves small to midsize businesses and accounting partners to unlock tax credits such as R&D, cost segregation and energy incentives. This position makes them a strong target for SMBs with growing tax credit needs and is well suited for CPA network collaboration.

ERC Opportunities Active engagement with ERC updates and partnerships signals ongoing demand for employee retention credits among SMBs and accounting firms. A sales play could include co hosted webinars and referral partnerships to capture ERC opportunities.

Growth Momentum INC 5000 recognition in 2022 and 2023 demonstrates growth momentum and credibility in fast moving tax credit markets. Use this to attract growth oriented clients seeking cash flow improvement through credits and strategic tax planning.

Digital Selling Engine A modern tech stack featuring Salesforce HubSpot Calendly and other tools enables scalable outreach and efficient onboarding. This supports multi channel campaigns and cross selling across service lines.

Sustainability Advantage Deep expertise in energy incentives and cost segregation positions Tri-Merit to help manufacturers and sustainability focused companies invest in efficiency and accelerate depreciation.