Federal benefits market Target federal agencies and contractors seeking ongoing benefits education and retirement planning services. The company specializes in federal retirement regulations, FEHB, Social Security, Medicare, TSP, Roth and taxes, presenting opportunities to expand training offerings to a wider federal workforce.

Expansion potential With revenue between 10M and 25M and a small employee base, there may be capacity to scale through partnerships, licensing their training materials, or adding on-site and agency-specific events for larger federal agencies or interagency collaborations.

Trusted training partner Longstanding operation since 2010 with 12,000 federal employees trained and 2,000+ personal consultations positions the company as a credible, high-touch training provider to agencies seeking compliant and clear retirement guidance for staff.

Digital training stack Current tech stack includes Shopify, video delivery, and analytics tools. This presents cross-sell opportunities for LMS platforms, content localization, and enhanced member portals to improve scalability and recurring revenue.

Strategic outreach With a GSA schedule and SAM registration, there are clear procurement channels for government contracts. Engage through the Director of New Business to explore multi-year training programs, refresh cycles, and customized federal benefit curricula.