Boutique Firm Small team (2-10 employees) serving a local Ohio community with specialized practice areas in estate planning, probate, real estate, business law, personal injury, criminal defense, and litigation. Potential upsell from adjacent services to individuals and small businesses in Beavercreek, Xenia, Fairborn, and Greene County.

BBB Accredited Accredited with the BBB and rated A+, signaling a strong emphasis on trust, credibility, and client satisfaction. Sales approach can leverage the BBB badge in marketing materials and outreach to win new personal and business clients seeking reputable local counsel.

Local Market Longstanding presence since 1985 in the Greater Dayton Area with emphasis on community service. Growth opportunities through targeted outreach to nearby counties and cross-referrals with local professionals such as CPAs, financial advisors, and realtors handling estates, real estate transactions, and small business needs.

Tech Stack Adopts cloud and web technologies including AWS, Google Cloud, Microsoft 365, and online mapping, suggesting readiness for digital engagement, secure document handling, and efficient remote consultations. Opportunity to offer modern client portal, online scheduling, and e-signature enhancements to streamline client onboarding.

Revenue Gap Current revenue is under $1M with a lean firm size. Potential for growth through cross-sell of high-demand services (estate planning, probate, business law, personal injury) to individuals and small businesses, as well as scalable marketing campaigns highlighting local trust signals and service breadth.