Small wholesale niche Target: a small wholesale firm with a lean team (2-10 employees) in New York. Opportunity to offer scalable B2B procurement, supply chain optimization, and automated order management tailored for small businesses.

Mid-market prospect Revenue range ($1M-$10M) positions Sklar Heyman & Co as a mid-market potential client for ERP, CRM, and wholesale-specific software that supports growth without the complexity of multinational implementations.

Tech modernization Current tech stack limited to jQuery and reCAPTCHA suggests openness to modernization. Upsell opportunities exist for secure, modern web platforms, API integrations, and cloud-based tools to improve operations and customer experience.

Strategic location Based in Bellmore, NY with a wholesale focus. Opportunity to tailor regionally relevant logistics, vendor networks, and local compliance services, plus possible expansion into nearby markets.

Competitive positioning They operate in a space with large professional services peers for benchmarking. Present value through cost savings, digital transformation, and supplier ecosystem partnerships to differentiate from incumbents through agility and personalized service.