Experienced Advisor Leverage Alan Davis Insurance founder’s 35+ years in financial services and MDRT membership to position premium advisory and retirement planning services, highlighting stability, ethical standards, and trusted client outcomes.

Boutique Scale Target mid-sized local businesses and high-net-worth individuals with tailored employee benefits and risk management solutions, capitalizing on the firm’s dedicated staff of 12 and specialized expertise.

Comprehensive Offerings Cross-sell opportunities across financial planning, life and annuity products, employee benefits, and risk management leveraging the full breadth of services implied by the staff and credentials.

Tech-Enabled Utilize the current tech stack (WordPress, Formidable Forms, Google Cloud) to streamline onboarding, client portals, and digital marketing to attract new clients and improve client engagement.

Growth Potential Revenue range suggests a scalable model with room for expansion; pursue partnerships with local businesses and financial services firms to increase client acquisition and expand geographic reach.