Specialized Valuation Services Applied Economics offers specialized valuation services for both publicly traded and privately held middle market companies, providing opportunities to cross-sell related consulting or advisory services such as financial modeling, due diligence, or strategic planning.

M&A and ESOP Expertise With expertise in running institutional M&A processes and establishing employee stock ownership plans, the firm can be a strategic partner for clients considering growth through acquisitions or succession planning through ESOPs, opening avenues for long-term engagement.

Target Audience Engagement The firm's focus on middle market businesses, attorneys, CPAs, and private equity groups suggests potential sales avenues by offering tailored financial advisory packages, enhancing upselling opportunities within existing client networks.

Technology Adoption Utilizing modern web and data management tools indicates the company's readiness for digital marketing and client engagement strategies, enabling targeted outreach and lead generation in the financial advisory sector.

Growth and Expansion Potential Operating with a small team and revenue up to ten million dollars presents opportunities to scale services and expand market penetration, especially by positioning against larger consulting firms and emphasizing niche expertise in valuation and transaction advisory.