New business may be slowing, but for many top-performing firms, that's not an issue. The real opportunity lies in growing intentionally by deepening relationships with clients they already serve.

"We've seen pretty consistently that the majority of our growth is coming from expansion of services with our current clients...It's much harder to go out and get a brand-new client. It's much easier to serve your clients well and offer them more in that problem-solving capacity."–  Kristen Petrel, LBMC (BDO Alliance webinar with Introhive)

This guide explores how leading firms are using client relationship intelligence to uncover whitespace, enable warm intros, and expand advisory services. By tapping into relationship intelligence, firms are seeing measurable growth, including a 30% boost in internal referrals and cross-sell revenue.

Whether you're exploring CRM, preparing for M&A or private equity, or focused on increasing enterprise value, this is your roadmap for driving meaningful growth from your existing clients.