Valuation niche Boutique valuation firm specializing in software and intellectual property valuations, including patents, copyrights, trademarks, and trade secrets, presenting opportunities to upsell expanded IP valuation and related tax planning services to existing clients.

Global reach Years of work with private, public, and Fortune 500 companies and international exposure suggest potential cross-sell of valuation advisory services to multinational clients and through referrals from press and professional outlets.

Growth momentum Recent expansion with offices in Indianapolis and San Jose indicates growth trajectory and capacity to take on larger engagements, opening doors for larger scope engagements, ongoing recurring valuation work, and complex project collaborations.

Tech stack leverage Utilizes data- and cloud-based technologies such as MySQL and Google Cloud, plus modern web tooling, which supports scalable valuation workflows; potential to offer technology-enabled valuation solutions and dashboards as a value-add.

Financial footprint Revenue range of 10M to 25M with a lean team (2-10 employees) signals a boutique, high-margin service model; ideal target for premium services, ongoing retainer valuations, and strategic partnerships with larger professional services firms seeking specialized IP valuation expertise.