Expanding Client Base July Business Services has recently acquired Acuff & Associates, indicating a focus on expanding its reach within the retirement plan services industry and presenting opportunities to upsell or cross-sell to a broader portfolio of small to mid-sized employers.

Leadership Strength The appointment of new executive leadership, including a new CEO and Vice Presidents, signals strategic growth and potential for new sales initiatives aimed at larger or more diverse employer segments.

Strategic Partnerships Partnerships like the one with Heartland Financial USA demonstrate JULY’s interest in expanding service offerings and leveraging collaborative growth opportunities, opening avenues for joint sales efforts.

Innovative Technology JULY’s ongoing investment in streamlining and automating client experiences through tech solutions creates opportunities to position advanced, efficient retirement planning services to prospective clients seeking modern solutions.

Market Focus With revenues between $250 million and $500 million and a concentrated target on small to mid-sized employers, there is significant potential to target similar firms that could benefit from customized retirement plan solutions and consulting services.