Boutique Firm Advantage Small team and personal service model indicate a potential need for scalable tech, workflow automation, and outsourced services to maintain quality while expanding client reach.

Growth Readiness Revenue under one million and multiple locations (Myrtle Beach and Rock Hill) suggest opportunities for efficiency gains, cloud adoption, and advisory services to support gradual growth without sacrificing margins.

Tech Stack Levers Current use of AWS, Google Workspace, PHP, and other tools signals openness to tech enhancements; cross-sell consulting on security, integration, and modern practice management solutions.

Succession & Partnerships Founder-led structure (Steve Gamble and Terry Livingston) presents a chance to discuss succession planning, partner-level services, and scalable service offerings for long-term stability.

Competitive Positioning Compared to large firms with significant scale, position opportunities around personalized client attention, fixed fair pricing, and specialized local knowledge to attract SMB clients seeking value.