Nimble Boutique Small team size (2-10 employees) suggests personalized service opportunities and high touch engagement for mid-market retirement plans, enabling upsell of concierge consulting and tailored plan design services.

SMB Focus Target similar sized companies or departments within larger firms seeking streamlined administration, cost control, and retirement income security, offering scalable solutions with strong client relationship emphasis.

Value Proposition Emphasize client-centric service culture as a differentiator in a market dominated by larger incumbents, positioning InWest as a cost-effective partner with superior customer service and communication.

Tech Enablement Leverage existing tech stack familiarity (WordPress, Bootstrap, analytics) to propose easy integrations with employers' HRIS, plan portals, and data reporting, reducing deployment risk and time-to-value.

Growth Mindset Revenue visibility in the $10M-$25M range signals growth potential; pursue expansions through adviser partnerships, white-labeling opportunities, and cross-sell of retirement plan administration enhancements to existing clients.