Real estate focus Longstanding real estate consultancy with 25+ years in commercial property, offering project and asset management, loan placement, and strategic disposition capabilities. Potential for cross-sell to developers, lenders, and property owners needing end-to-end advisory and execution support.

Small team leverage Boutique firm with 2-10 employees presents a path for personalized services and high-touch engagement. Upsell opportunities through scalable project management and outsourced PM/CM services targeting mid- to large-scale developments seeking flexible, expert support.

Diverse project experience Experience across multifamily, retail, and office assets suggests readiness to assist clients with complex, mixed-use portfolios. Sales angle: offer integrated strategies for acquisition, 1031 exchanges, and disposition for portfolio optimization.

Digital and trust signals Tech stack includes cloud, CMS, collaboration, and a Trustpilot presence. Leverage for localization and targeted marketing, plus credibility when approaching lenders, developers, and asset managers evaluating vendor risk and performance.

Revenue visibility Current revenue under $1M indicates growth potential with retainer-based advisory, ongoing asset and loan management, and expansion into larger, repeatable engagements as client base scales in the Southern New Hampshire real estate market.