Niche SMB focus Target small to mid-sized clients currently underserved by larger actuarial firms, presenting an opportunity to offer tailored defined benefit and retirement plan services with personalized support.

Retirement benefit expertise Leverage founder Michael Strome's reputation in defined benefit consulting, retirement plan design, ERISA compliance, and retiree medical funding to win clients needing sophisticated pension and benefits guidance.

Growthable revenue Revenue in the lower mid-market range suggests an upside by expanding offerings to compliance support, actuarial pricing strategy, and ongoing plan administration for SMEs seeking efficiency and risk management.

Tech-enabled delivery Utilize existing tech stack and digital channels to scale client delivery, accelerate insights, and enhance client responsiveness without a proportional increase in headcount.

Strategic partnerships Position as a cost-effective alternative to larger firms and pursue partnerships with mid-market consultancies or carrier clients seeking actuarial expertise, ERISA compliance, and benefits optimization.