Acquisition Synergy Vestal & Wiler has merged with Rehmann, expanding from a local accounting practice to a broader regional platform with access to additional services such as research and development credit studies, technology and cyber consulting, international tax, and wealth management. This presents cross-sell opportunities to existing clients and a pathway to introduce Rehmann’s full suite of advisory services.

Expanded Footprint The combined entity now operates across Michigan, Ohio, and Florida, enabling scalable service delivery to clients with multi-state needs. This creates potential upsell of cross-border tax planning, multistate compliance, and diversified advisory services to clients seeking a regional partner.

Tech Enablement With a tech stack including QuickBooks Online, NetSuite, Microsoft SQL Server, Infor, and other platforms, there are opportunities to position advanced financial systems integration, data analytics, and cyber/security assessments as value-added services for current clients and new prospects undergoing digital transformation.

Growth Recognition Rehmann’s frequent industry recognitions and awards, including top firms by assets under management and regional leadership, enhance credibility for selling premium advisory and wealth management solutions to mid-market clients seeking stability, scalability, and trusted partnerships.

Wellness & Education Recent initiatives highlighting wellness leadership and collaboration with financial literacy programs signal an emphasis on client experience and community engagement. This can be leveraged to engage prospects around advisory services, retirement planning, and ESG-aligned governance discussions.