Small firm focus Target to expand in small to mid-sized CPA firms (2-10 employees) that seek scalable leadership and performance programs, offering Upstream Academy’s development and growth services as a cost-effective way to boost firm performance.

Performance improvement Position offerings around measurable performance uplift through professional and leadership development, retreat facilitation, coaching, and speaking engagements to drive growth, client service quality, and staff engagement.

Industry credibility Leverage 20 years of accounting-focused leadership development experience and a broad U.S. and Canada client base to establish trust with potential buyers seeking industry-specific training and strategic growth solutions.

Digital presence Highlight tech-enabled delivery and modern tools (Google Cloud, Vue.js, SEO, maps) to appeal to digitally mature firms seeking scalable, remotely or hybrid training options with accessible scheduling and engagement metrics.

Revenue signals Demonstrate credible growth potential by aligning with firms' need to optimize performance for profitability, appealing to firms with revenues in the lower to mid-market range and seeking efficient, high-impact development programs.