Stable client base High client retention with over 95% of clients continuing services suggests strong customer satisfaction and recurring revenue potential. This indicates opportunities to upsell enhanced risk management packages and expanded investigations services to long-term clients.

SMB to mid-market focus Employee count (51-200) places Roman & Associates in the small to mid-market segment, presenting a gateway for scalable security and investigations solutions tailored to growing organizations seeking outsourced risk management, compliance support, and discreet investigations.

Digital trust signals Presence across multiple digital channels and a modern web launch during the SafeNet initiative demonstrates adaptability and client trust building. This opens up opportunities for marketing services, client portals, and secure remote evidence handling offerings.

Pandemic-adaptive services The SafeNet program launched in response to COVID-19 indicates capability in remote or distance-based evidence collection. This aligns with needs for remote investigations, virtual consults, and secure digital case management for dispersed client teams.

Revenue scale potential Reported revenue of 10 to 25 million dollars positions the firm for cross-sell of comprehensive risk management, cyber risk assessments, and enterprise-grade investigative services to peers in the行业, government-adjacent, or regulated sectors seeking established partners.