Acquisition Opportunity Following the 2022 acquisition by Fortis Capital Advisors, there may be demand for post-merger integration and onboarding services to align Next Horizon's operations with Fortis' platform and client base. Opportunities include data migration, advisory workflow integration, and back-office tech support for a scaled network.

Outsourced Operations Extremely small staff suggests ongoing need for outsourced operations, compliance, and client reporting services. Position as fractional back-office partner offering onboarding, KYC/AML compliance, and standard client reporting to scale rapidly or support integration with Fortis network.

Security Enhancement Security posture is basic but crucial in financial services; there is opportunity to provide security assessments, vulnerability management, and SOC 2 readiness services to raise client trust for a growing advisory business.

Digital Growth Current tech stack suggests room for digital modernization to attract high-net-worth clients. Propose website optimization, CMS modernization, analytics-driven marketing, and marketing tech integration to improve lead generation for wealth management services.

Channel Partnership Strategic channel opportunity with Fortis Capital Advisors and potential affiliates to co-sell or white-label wealth management tools, enabling rapid access to a broader client base via a partner network.