Retirement Focus Target firms and individuals in retirement planning and asset protection space. Upsell managed retirement plans, tax-efficient strategies, and income stability solutions to shield assets and minimize probate exposure.

Small Firm Approach scale-focused financial services vendors and enterprise clients through partnerships or white-label solutions. Offer boutique advisory services with personalized attention to high-net-worth retirees seeking customized programs.

Tech Stack Leverage their existing technology footprint (Trident AB, Snowplow, Cloudflare, WordPress) to propose modernized client experience enhancements, data analytics for client segmentation, and marketing automation to drive lead generation.

Growth Potential Identify regional expansion opportunities or add-on services such as estate planning, tax optimization, and health-event risk protection to broaden revenue streams and attract more ongoing assets under management.

Financials & Fit Revenue is in the low-to-mid seven figures with a small team. Position mid-market broker-dealer or RIA partnerships and outsourced back-office support to scale capabilities without compromising personalized service.