Fiduciary Protection CCM specializes in protecting net worth of company owners and senior leaders from fiduciary related lawsuits, presenting an opportunity to offer advanced fiduciary risk assessment, training, and compliance solutions to potential clients.

Plan Design They design and administer all areas of 401(k) plans and optimize investment options, suggesting upsell opportunities for enhanced plan customization, fee benchmarking, and selective investment lineups for mid to large firms.

RIA Expansion As the Registered Investment Advisory Division of a broader financial services firm, CCM could cross-sell wealth management, retirement consulting, and senior executive benefits to existing Conover clients and their networks.

Midmarket Focus With a mid-size employee range and revenue in the low seven figures, CCM appears positioned to target midmarket employers seeking robust fiduciary and 401(k) governance improvements.

Digital Engagement Current tech stack includes social and analytics tools; there is an opportunity to leverage targeted content, webinars, and platform demos to generate qualified leads among owners, executives, and board members.