Personalized Financial Services Smart Money Management offers customized debt relief and credit counseling solutions, highlighting an opportunity to cross-sell advanced financial planning tools or personalized coaching services to clients seeking tailored financial guidance.

Local Market Focus With a primary client base in Northwest Ohio and Southeast Michigan, there is potential to develop targeted marketing campaigns and community-based financial education programs to expand their regional reach and deepen client engagement.

Digital Engagement Utilizing a technology stack that includes WordPress, React, and Chart.js ensures a solid online presence and interactive user experience, creating opportunities to promote digital financial products, online seminars, or virtual consultations to tech-savvy consumers.

Revenue Growth Potential Generating between $10 million and $25 million, the company stands in a growth phase, making it a promising candidate for introducing additional financial products such as investment solutions or retirement planning services to increase wallet share.

Partnership Opportunities Given their face-to-face consulting approach and focus on credit repair and debt consolidation, there is an opportunity to partner with financial institutions or credit bureaus to enhance service offerings and reach a broader customer base through collaborative programs.