Succession Opportunity Small professional training and coaching firm focused on retirement planning and succession. Potential cross-sell of leadership development, succession planning frameworks, and executive coaching to mid-market clients seeking structured transitions.

Enterprise Readiness Experienced in confidential, stakeholder-aligned coaching and roadmaps. Upsell to larger organizations planning complex leadership transitions, with emphasis on governance, continuity, and change management services.

Retreat Enablement One-day retreat model that creates tangible retirement roadmaps and accountability. Market to HR and talent teams as a scalable onboarding for leadership transition programs and ongoing coaching tiers.

Tech Stack Leverage Current stack includes MySQL, PHP, and web technologies; opportunities to offer digital coaching tools, data analytics on readiness, and improved client portals as add-on services for enterprise clients.

Financial Footprint Revenue in the low-to-mid multi-million range with small team size. Target growth by expanding service offerings, expanding geographic reach beyond Columbus, and partnering with staffing and professional training networks to scale delivery.