Fraud prevention emphasis Leverage the founder’s 25+ years in fraud examination and prevention and the firm’s litigation support experience to position high-value services around fraud risk assessment, preventive controls, and specialized case support for small to midsize businesses.

Boutique with depth Despite a small team, the founder is an adjunct accounting professor and has worked on complex embezzlement schemes, suggesting opportunities for targeted consulting engagements, training offerings, and ongoing advisory retainers for financial crime risk and ethics programs.

Industries & domains Experience spans healthcare insurance, family-run businesses, and bankruptcy, indicating cross-industry appeal. Develop sector-specific packages highlighting healthcare financial integrity, owner-operator risk controls, and distressed organizations services.

Revenue positioning With estimated revenue in the mid eight figures range and a focus on litigation support, propose premium forensic accounting, corporate restructuring advisories, and expert witness services to law firms and corporate clients facing disputes or investigations.

Tech and credibility Current tech stack is lightweight; emphasize modernizing workflows and data analytics offerings, plus enhanced security and e-discovery capabilities to align with client demands for efficiency and robust evidence handling in fraud cases.