Acquisition opportunity FirstWave Financial was acquired by Savant Wealth Management for 440 million in January 2024, indicating a strategic consolidation move in the Florida market and potential post‑integration services needs such as cross‑sell of wealth management solutions.

Growth potential With revenue range between one and ten million and a small team (11–50 employees), there is likely targeted capacity for scalable advisory services, technology enablement, and onboarding support from a larger partner to accelerate growth.

Tech stack leverage Existing technologies such as HubSpot Analytics, WordPress, Sucuri, and Simpli.fi present opportunities to upsell enhanced marketing automation, cybersecurity planning for clients, and data‑driven client engagement enhancements.

Succession planning Founded by WealthCoach Tom Kirk and emphasizing a coaching‑based approach, there may be demand for transition planning services, advisor training programs, and scalable wealth coaching platforms as the firm integrates with Savant.

Cross‑selling avenues Post‑acquisition landscape and Florida footprint open chances to introduce broader wealth management offerings, including retirement planning, asset protection, estate planning, and institutional level planning tools to existing and acquired client bases.