Market reach Serves the River Towns and surrounding Lower Hudson Valley across multiple counties (Westchester, Putnam, Dutchess, Rockland, Orange), presenting opportunities to cross-sell services to nearby communities and expand geographic footprint among residential and commercial clients.

Boutique scale Small to mid-sized firm (11-50 employees) with two offices, enabling personalized client engagement and potential upsell of premium Berkshire Hathaway services to affluent buyers/sellers in the Northern Westchester market.

Technology stack Utilizes a mix of marketing and analytics tools (Google Analytics, DoubleClick Floodlight, Leaflet, YouTube, Office 365, Microsoft ASP.NET) to optimize digital campaigns, lead scoring, and property marketing for targeted outreach and faster conversion.

Community positioning Strong local involvement and partnerships with chambers, Rotary clubs, and regional associations, which can be leveraged to generate referral pipelines, exclusive listings, and co-branded marketing with local organizations.

Financial profile Revenue in the mid-market range ($25M–$50M) with competitive positioning among mid-sized real estate firms, creating an opening for premium services, concierge marketing packages, and expansion into commercial real estate offerings to diversify revenue streams.