Wealth Growth Target small business owners and financial professionals who want Fortune 500 level wealth-building practices. Sales opportunities abound in selling advisory services, tax optimization, and access to government incentives.

Wealth Discovery Leverage their value proposition of uncovering hidden wealth tied to write-offs, incentives, and savings plans to offer audit, concierge tax optimization, and benefits engineering services for business owners with 401(k)s or owned real estate.

Platform Upsell Position additional value around Project Blue’s platform by proposing expanded modules for wealth planning, owner finance optimization, and integration with existing CRM/financial planning tools used by small businesses and agents.

Tech Stack Fit Highlight seamless integration opportunities with their tech stack (WordPress, MySQL, Shopify, AWS, Calendly) to offer scalable marketing automation, client onboarding flows, and data analytics that improve lead capture and conversion rates.

Growth Readiness With revenue in the mid tens of millions and an SMB focus, there is room to upsell enterprise-grade features, compliance services, and professional training to deepen engagement with business owners, insurance agents, and financial planners.