Regional Expertise Family-owned real estate firm with over 50 years in Westchester and Putnam Counties, offering local market knowledge and personalized service that can be leveraged to position premium listings and targeted local marketing services.

Mid-market Scale Revenue in the 1–10 million range and 11–50 employees indicate a growing mid-market brokerage that could benefit from scalable tech, CRM optimization, and outsourced marketing or transaction management solutions.

Technology Modernization Current tech stack includes web and analytics tools but dated elements like Prototype and jQuery UI suggest opportunity to introduce modern marketing automation, CRM integration, and secure web technologies to enhance lead capture and client experience.

Brand Alignment Affiliation with Wesstchester Real Estate presents a co-branded growth path; potential to propose vendor partnerships, cross-promotional campaigns, and shared technology platforms to boost visibility and deal flow.

Growth Opportunities Revenue visibility and regional footprint point to opportunities in expansion support, such as digital advertising, lead generation programs, and data-driven market analytics services to accelerate scale and competitiveness.