Mid-sized retirement Target a mid-sized continuing care community with 51-200 employees and annual revenue in the $25-50M range, presenting scalable solutions tailored for organizations at similar size and stage.

Technology footprint Leverage and expand their current tech stack (Varnish, Microsoft suite, Pantheon, PHP, Google Analytics/Tag Manager, DonorPerfect) to offer integrated software deployments, CRM enhancements, and analytics-driven marketing and donor engagement tools.

Donor & marketing Capitalize on their donor management needs with upgrades to DonorPerfect integrations, fundraising dashboards, and data hygiene services to improve donor retention and lifetime value for senior care facilities.

Competitive positioning Position as a partner that supports quality care and employee benefits while delivering cost-effective tech and marketing solutions, aligning with peers of similar revenue like The Gatesworth and Delmar Gardens West.

Growth opportunities Explore expansion-related services such as analytics for resident satisfaction, operational efficiency tools, and scalable cybersecurity or compliance offerings to support growth and regulatory readiness.