Boutique niche Target the firm as a specialized estate planning and asset protection boutique serving the Houston area, with potential cross-sell opportunities in elder law and guardianship services to existing high-net-worth clients.

Experience lever Leverage Mr. Todd's 35+ years in the market to position high-touch, personalized service for affluent individuals and families, suggesting premium advisory offerings and succession planning packages.

Growth potential Despite a lean team, position scalable solutions such as outsourced paralegal support, technology-enabled document workflows, and targeted marketing to grow client intake without compromising service quality.

Digital presence With a basic tech stack and online availability, propose conversion-focused website enhancements, CRM adoption, and digital marketing to increase qualified inquiries and schedule free consultations.

Competitive landscape Benchmark against mid-sized estate planning firms and other local practices to identify differentiators like personalized client care, clear pricing options, and faster case resolution to win clients seeking boutique attention.