Acquisition Opportunity UHY has recently acquired RBT CPAs, LLP, expanding its Hudson Valley and New York Metro footprint. This signals potential cross-sell opportunities to integrate RBT's client base into UHY's broader service suite, including audit, tax, and advisory offerings.

Scale Benefits RBT CPAs operates with 51-200 employees and revenue in the $100M-$250M range, suggesting mid-market clients with sustained needs in accounting, tax, and consulting that could benefit from UHY's larger resources, technology, and national reach.

Technology Leverage RBT already uses modern tech stack (Xero, QuickBooks, Google/LinkedIn Ads, AWS, WordPress, HubSpot, Matomo) and has a lease management tech partnership (Trullion). This presents an opportunity to upsell advanced cloud-based finance solutions, automation, and data analytics services that align with their digital footprint.

Public Recognition RBT CPAs has been recognized as Best Tax Firms 2021 and operates across multiple Hudson Valley offices, highlighting a reputable brand with growth potential and readiness for expanded service lines to maintain competitive differentiation.

Strategic Growth With UHY’s acquisition, there is potential to offer expanded niche services such as complex GASB/GASB 87 compliance support, multi-state tax planning, and managed accounting services, targeting mid-market clients seeking scalable, integrated solutions.