IT Modernization Leavitt Brothers currently runs on a mix of legacy tools including Adobe ColdFusion and Apache with a very small team. This setup signals an opportunity for application modernization, cloud hosting, and ongoing security hardening to improve reliability and scalability.

Security & Compliance Operating in financial services with limited staff heightens exposure to data protection and regulatory risk. Offer cybersecurity assessments, GLBA and SOC Two readiness programs, encryption, backups, and vendor risk management services tailored for small firms.

SMB Financing As a small business, they may benefit from SMB tailored financial services such as working capital lines, invoice factoring, payment processing optimization, and treasury management to support cash flow and growth.

Recruiting Solutions The use of iCIMS suggests active hiring; there is room to deliver integrated HR tech, recruitment marketing, onboarding automation, and CRM integrations to improve candidate experience and streamline talent operations.

Digital Marketing With a WordPress site, YouTube channel, RSS feeds, and Google Workspace, there is potential to amplify digital marketing. Propose website optimization, content strategy, SEO enhancements, video marketing, and marketing automation to generate leads.