Premium retirement Target mid-market to small enterprise clients seeking comprehensive retirement planning, payroll, and HR technology. HowardSimon positions as a full-service partner with nationwide reach, presenting an opportunity to upsell integrated retirement design with payroll and HR tech for firms aiming to simplify compliance and bottom-line protection.

Tech-enabled trust Leverage their modern tech stack (Looker, Tableau, Snowflake, Salesforce, DocuSign, KnowBe4) to propose data-driven benefits audits, personalized retirement plan optimization, and secure electronic document workflows for HR and payroll processes.

Compliance edge Highlight their emphasis on staying compliant at every level as a differentiator to potential prospects worried about regulatory risk. Position services as a risk-mitigated solution that minimizes tax burden while protecting employees and the company.

Growth readiness With revenue in the mid-range and a lean 11-50 employee footprint, target firms undergoing scaling journeys that need scalable retirement, payroll, and HR tech solutions. Offer scalable packages and white-glove service to capture growing companies before they migrate to larger ERP providers.

Industry positioning Compare HowardSimon to large staffing and finance players by emphasizing boutique retirement design expertise and customer-centric payroll tech. Use competitive messaging to win mid-market wins where enterprise firms are dominant but personal service and tailored design matter.