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Our strategy

A global vision for 2030 and beyond

Discover our strategy

As the leading provider of professional services to the middle market, our vision is to be known globally for delivering innovative solutions, lasting value and confidence. Our global purpose is to instill confidence in a world of change. We do this through our strategy and our culture, which is a powerful competitive advantage that differentiates ܹͼ as the leading provider of assurance, tax and consulting services for middle market companies, the thought leader on the issues clients care about most, and a leader in inclusive and compelling talent experiences.

Instill confidence in a world of change through our purpose, strategy, promise, behaviors and values

Vision 100 ... Powered by our culture, our strategy, reflects what we expect to achieve as we approach our 100-year anniversary in 2026 and the unrivaled culture at ܹͼ that will help us get there.

Our culture is a powerful competitive advantage that differentiates ܹͼ as the leading provider of audit, tax and consulting services for middle market companies, the thought leader on the issues clients care about most, and a leader in inclusive and compelling talent experiences. Together, we've all worked hard to build this unique culture and must continue to evolve and sustain it for our future and yours.

Our purpose

Our purpose is to instill confidence in a world of change.

Our strategy

The four pillars of our strategy are:

  • People: Drive an unrivaled, inclusive culture and talent experience
  • Clients: Deliver rich, personalized experiences through market-leading insights
  • Technology: Champion and embrace future-focused agile, digital and global delivery models
  • Solutions: Win with industry and compelling global products and services

We will continue to lead the middle market by harnessing our global strength to maximize our relevance and empowering our brand to serve all stakeholders.

The power of being understood

The power of being understood is a promise we make to our clients, colleagues and communities. Through understanding and a personalized focus, we build rich, enduring relationships that instill confidence in a world of change.

5C’s: First-choice advisor behaviors

We are caring, curious, collaborative, courageous, critical thinkers.

We believe the five key characteristics we call the 5 C's are core to our culture and essential to successfully deliver the power of being understood.

Our values

Our five core values are the bedrock of our firm, and they have stood the test of time for nearly 100 years:

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Respect and uncompromising integrity

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Impactful innovation

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Succeeding together

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Excellence in all we do

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Stewardship: Acting responsibly

Everyone at ܹͼ is responsible for embodying these values and living them every day. The values are the essence of who we are as an organization—they live within the firm and they live within each of us.

Through thoughtful execution of our strategy, we will attain our vision and deliver our purpose in alignment with our values and the 5 C's.

Experience the power of being understood

We bring an unmatched personalized focus to every interaction, meeting people where they are to help them reach their goals.

We build rich, enduring relationships based on a profound understanding of our clients, colleagues and communities, as well as their goals and aspirations. And, we bring diverse ideas and insights to help them reach greater heights.