High net-worth focus Cassidy & Company targets high-net-worth families and business owners through sophisticated life insurance and wealth preservation strategies, presenting a chance to offer advanced estate planning, premium insurance solutions, and customized wealth protection products.

Strategic alliance As a member and owner of Lion Street, Cassidy & Company gains access to an elite network and preferred relationships with insurers and financial institutions, enabling proactive introductions to carriers and products suitable for complex planning needs.

Growth potential Revenue range of 10 to 25 million and a lean firm size indicate opportunities to scale advisory services, cross-sell insurance, and expand continuity planning offerings to family offices and corporate clients.

Technology footprint Current tech stack relies on WordPress, analytics, and standard marketing tools, suggesting room to upgrade client portals, CRM integration, and data-driven targeting to improve lead capture and client experience.

Market positioning Positioned as a comprehensive wealth and risk management adviser with an emphasis on legacy and continuity planning, presenting upsell opportunities for asset protection, business succession planning, and strategic risk management services.