Niche Market Focus CBG & Company specializes in providing financial services tailored specifically to the dental industry, presenting an opportunity to deepen relationships with dental practices seeking dedicated financial expertise.

Mid-sized Growth With annual revenues between 10 to 25 million dollars and a team of up to 50 employees, the company is an agile firm poised for growth, making it a potential candidate for value-added financial products and strategic partnerships.

Technological Needs Utilizing tools such as WordPress, Yoast SEO, and various APIs indicates an emphasis on digital presence; offering technology-driven financial solutions may enhance their service offerings.

Industry Engagement Serving a specialized sector with unique financial needs, CBG & Company likely values industry-specific expertise, creating opportunities for customized financial planning, investment, and transition services.

Growing Financial Footprint Operating within a competitive landscape alongside large firms like Charles Schwab and Fidelity, CBG & Company presents a strategic entry point for targeted financial products designed for niche and emerging market players.