Market Transition The company is currently undergoing significant strategic realignment by voluntarily delisting from Nasdaq and deregistering with the SEC, indicating a focus on private or targeted investor engagement, which could open opportunities for private equity or specialized financial services.

Leadership Changes With the recent appointment of a new President and CEO, Angela Krezmer, there is potential for introducing leadership development, executive coaching, or strategic consulting services to support strong leadership onboarding and growth.

Financial Position Trading below tangible book value suggests the company is undervalued and may be receptive to financial restructuring, valuation advisory, or M&A services to enhance its market positioning and shareholder value.

Technology Focus Utilizing a comprehensive tech stack, including cloud services and web security, indicates a tech-savvy organization that could benefit from cybersecurity, digital transformation consulting, and custom software development.

Growth & Expansion Given the small size of the company with a highly niche consulting focus, there is an opportunity to expand service offerings, enhance operational efficiency, or provide bespoke solutions to similar family offices and entrepreneurial clients in the wealth management space.