Strategic Acquisition Untracht Early was acquired by Citrin Cooperman in August 2022, presenting an opportunity to engage with a growing mid-market accounting firm seeking to expand its service offerings and client base.

Client Demographics The company specializes in serving closely held businesses and high net worth individuals, indicating potential for tailored financial and advisory product offerings to meet personalized wealth management and taxation needs.

Service Diversification With expertise in alternative investments, family office services, and business and individual tax, there is a market for expanded consulting and technology-driven solutions to support complex financial portfolios.

Recognition & Growth Named a top 200 accounting firm for seven consecutive years, Untracht Early demonstrates industry credibility and stability, making it a reliable partner for advanced financial services expansion opportunities.

Revenue Range Operating within the $25 million to $50 million revenue bracket, the firm offers a suitable entry point for scalable B2B services targeting similar mid-sized accounting practices seeking growth solutions.