Established credibility Leverage the long history of Larkin Group since 1894 to position as a trusted, stable insurance partner for mid-market clients seeking reliable risk management and retirement solutions.

Mid-market focus Target organizations with 11 to 50 employees or similar sizes in adjacent sectors to expand beyond the current footprint, offering tailored commercial and employee benefit insurance packages.

Technology leverage Utilize their tech stack (HubSpot, Power Automate, Microsoft 365/Azure, Redis) to propose modernized, automated policy administration, streamlined client onboarding, and data-driven underwriting for faster quotes.

Growth signals With revenue in the 50 to 100 million range and ongoing industry visibility, explore partnerships or referential deals with real estate, financial services, or small business associations to expand distribution channels.

Competitive positioning Position as a customer-first, independent broker that does not work for carriers, emphasizing impartial guidance and retirement protection to differentiate from captive agencies and align with clients seeking broad access to markets.