Fiduciary Protection Target CCM's niche in protecting net worth of company owners and fiduciaries from lawsuits. Position as a partner for enhanced 401(k) governance, compliance, and risk mitigation to open conversations about advisory services beyond plan design.

Plan Optimization Leverage CCM's focus on designing and administering all areas of a 401(k) plan and optimizing options as a gateway to cross-sell ancillary services such as cash flow modeling, investment consulting, and retirement readiness programs for senior leadership.

Growth Latitude With 51-200 employees and revenue in the low millions, position CCM as scalable for mid-market firms seeking premium retirement plan expertise, offering a path to expand to larger employee bases or additional defined contribution products.

Digital Presence Utilize their technology stack and digital channels (LinkedIn, Facebook, Google Analytics, tracking pixels) to run targeted outreach to decision makers in financial services and mid-market employers, emphasizing fiduciary risk management and plan optimization.

Competitive Benchmark Benchmark CCM against larger incumbents by highlighting specialized fiduciary protection and personalized service. Propose partnerships or referral arrangements with other financial services accounts facing fiduciary risk or governance challenges.