Boutique scale Small firm size (2-10 employees) suggests a lean operation with potential needs for scalable legal tech, practice management tools, and targeted marketing services to amplify client reach and efficiency.

Estate and tax focus Specialization in estate planning, asset protection, trust and probate administration, and tax law indicates opportunities for compliant software, document automation, and advisory services to streamline filings, compliance, and client onboarding.

Ann Arbor footprint Location in Ann Arbor places the firm in a competitive Michigan market with peers of similar size; a local business development approach can target regional seminars, referrals, and partnerships with banks, realtors, and financial advisors.

Mid-tier revenue Reported revenue in the $10M-$25M range signals room for growth-focused services such as marketing, client experience initiatives, and technology modernization to improve case throughput and client retention.

Tech basics Existing tech stack includes standard web and hosting tools; there is an opportunity to upsell modern legal tech (case management, e-signature, security enhancements) and data analytics for performance insights.