Growth and Momentum With revenue in the 100M-250M range and a growing team of 51-200 employees, there is potential to expand enterprise services, premium marketing packages, and technology-enabled tools to optimize lead generation and conversion as the firm scales.

Expansion Potential Recent hires and leadership additions in NH and VT offices signal regional growth and potential cross-sell opportunities for financing, insurance, and home services across the Northern New England market.

Awards and Recognition Platinum CIH Leads awards and multiple accolades indicate high performance in lead generation and client nurturing, suggesting an opportunity to upsell advanced CRM, analytics, and marketing automation solutions to sustain and amplify success.

Technology Footprint Active tech stack includes AdRoll, LiveChat, SharePoint, and digital hosting, presenting a gateway for integrated martech and proptech solutions, including enhanced customer engagement tools and data analytics.

Talent and Affiliations A diverse family of affiliate companies and a focus on personalized service point to opportunities in training platforms, service partner ecosystems, and customer experience enhancements to standardize and elevate the client journey.