Strategic Growth Target TSS Advisors for advisory services expansion and cross-sell opportunities within middle-market clients in the Upper Connecticut River Valley. Leverage their partnership with Ascend and access to Crowe Global resources to position additional consulting, valuation, estate planning, and strategic planning offerings.

Technology Enablement Leverage their modern tech stack and use of HR and marketing platforms (Matomo, Rippling, iCIMS, HubSpot, Greenhouse, ProSites) to offer advanced analytics, CRM optimization, talent management, and workflow automation consulting to improve efficiency and client outcomes.

Talent & Culture Position HR, succession planning, and organizational development services to support their 50+ employees and growth ambitions, including leadership training, productivity analytics, and employee engagement solutions aligned with their evolving advisory model.

Valuation & Advisory Promote business valuation, due diligence, and strategic planning services for clients leveraging their diverse industry exposure and consulting capabilities, creating recurring advisory relationships beyond traditional accounting services.

Regional Expansion Capitalize on their regional leadership in the Upper Connecticut River Valley by offering targeted market-entry, process optimization, and regional compliance solutions to attract new clients in NH and Vermont, expanding from the current client base.