Growth Through Acquisition Wagner, Eubank & Nichols, LLP has integrated into Whitley Penn through a strategic acquisition, highlighting opportunities to offer complementary services such as technology integration, merger consulting, and growth strategy support for rapidly expanding firms.

Digital Transformation Focus Whitley Penn has invested in digital services and recently hired a Managing Director in this area, indicating a market demand for innovative digital solutions and advisory services relevant for firms looking to modernize their operations.

Award-Winning Client Service Receiving industry awards for client service and innovation positions Whitley Penn as a prime partner for firms emphasizing quality and innovation, presenting opportunities to offer cutting-edge solutions that align with their service excellence goals.

Expanding Leadership Team With recent leadership appointments including a long-standing CEO transition and new partner hires, there is a focus on strategic growth, creating opportunities to provide leadership and management consulting, as well as tailored technology solutions to support their expansion.

Mid-Size Market Position Whitley Penn operates with revenue between 10M and 25M and a sizable workforce, making them a compelling target for services that support mid-market growth, operational efficiency, and scalable technology platforms tailored for similar-sized accounting firms.