Wealth Management Focus Target firms in the financial services sector seeking sophisticated, tax-aware asset management and tactical wealth strategies. Blackhawk’s emphasis on education-driven advisory and defensively positioned portfolios can appeal to high-net-worth individuals and family offices seeking stability in volatile markets.

Regulatory Alignment Leverage their SEC registration and independent model with United Planners Financial Services to position as a compliant, multi-channel advisory partner. Potential upsell to expanded advisory services or co-managed accounts for clients needing integrated securities and advisory offerings.

Mid-Sized Firm Advantage With 11-50 employees, target other mid-sized wealth shops and fiduciaries looking for scalable, education-driven asset management frameworks. Propose white-label or partnership opportunities that leverage their research-intensive approach without large enterprise overhead.

Tech Footprint Highlight opportunities to modernize client onboarding, reporting, and digital marketing through their current tech stack. Propose analytics, CRM integration, or client portal enhancements to improve client engagement and referral growth among their advisory-focused clientele.

Growth and Revenue Signals Revenue range indicates healthy scale with room for productized services, such as tax planning workshops, advanced asset allocation strategies, or ESG/investment themes. Explore bundled service offerings or recurring advisory subscriptions to drive durable revenue.