Mid-market focus Small to mid-sized employers seeking scalable benefits and HR support present a clear opportunity for McDermott & Thomas Associates to upsell comprehensive Employee Benefit, HR, and Retirement Planning services.

Team-driven service The proven team-based approach and 24/7 support tooling can be leveraged as a differentiator to win contracts from competitors that offer more fragmented service models.

Revenue range With annual revenue in the 1M to 10M range, target companies in growth phases that require enhanced benefits programs, compliance guidance, and retirement planning to attract and retain talent.

Industry alignment Position the firm as a trusted advisor in the insurance and employee benefits space to cross-sell related services such as compensation planning and HR support to clients already seeking benefit solutions.

Expansion potential The diverse client needs and scalable service model indicate opportunities to upsell additional modules, such as retirement planning and ongoing compliance updates, to expand wallet share within existing accounts.