Growth potential Mid-sized independent agency with 11-50 employees and revenue range of 25M-50M presents a solid platform for expanding book of business through partnerships with carriers and brokers, particularly in auto, home, and small business lines.

Cross-sell opportunities Focus on expanding value-added offerings to current clients by bundling Auto, Home and Business insurance with optional riders or commercial policies to increase average premium per customer.

Digital enablement Active use of multiple tech platforms (WordPress, Shopify, Google Ads, AWS, Microsoft 365) indicates readiness for digital marketing campaigns, online quote tools, and self-service portals to attract, capture, and convert leads.

Market positioning Competitive landscape includes large national insurers; Finney can leverage independence to position as a nimble, client-centered broker with personalized service and carriers that balance price and coverage.

Strategy parallells Revenue scale and partner ecosystem suggest opportunities for regional partnerships, targeted advertiser campaigns, and carrier enrollment discussions to broaden specialty coverage for auto, home, and business lines.