Boutique scale Small to mid-sized client focus with 2-10 employees and revenue under 10M presents an opportunity to offer scalable accounting and advisory services as they grow, including outsourced CFO, tax planning for growth, and audit readiness for potential mergers or expansions.

Legacy service Longstanding firm since 1993 with a multi-generational service approach signals trust and continuity. This can be leveraged to position value-added advisory offerings, succession planning for family offices, and ongoing compliance programs that align with client legacy goals.

Full-service appeal As a full-service accounting and advisory firm serving high net worth individuals, family offices, and Fortune 1000 clients, US&Co. can cross-sell across personal, business, and estate planning, creating bundled services for holistic financial management.

Tech-enabled Utilizes common cloud and web technologies (Microsoft 365, Google Analytics, GoDaddy, contact forms) which supports efficient collaboration and digital marketing. There is room to propose modern cloud-based workflow tools, data security enhancements, and client portal experiences to attract tech-savvy companies.

Growth potential Revenue range indicates mid-market appetite with room for expansion into larger middle-market segments and additional advisory services. Propose scalable pricing, retainer-based engagements, and industry-specific benchmarks to accelerate client acquisition and revenue per client.