Niche Estate Target Terri Hilliard, PC for advanced estate and business succession planning services, asset protection, special needs trusts, and elder law support to expand practice reach and cross-sell to existing clients.

Mediation Synergy Leverage the founder’s private mediation expertise to offer dispute resolution consulting, mediation services, and conflict management solutions to families and small businesses, creating recurring advisory engagements.

Digital Trust Capitalize on their current tech stack and online presence to propose cybersecurity reviews, data privacy enhancements, and compliance consulting (HSTS, secure messaging, analytics privacy) as value-adds to protect sensitive client data.

Growth Potential With operations across multiple California locations and a small team, present scalable technology, marketing automation, and client onboarding solutions to streamline growth and improve client outreach efficiency.

Public Speaking Propose speaking engagements, webinars, and thought leadership programs on elder law, dementia care, and legacy planning to attract affluent client segments and build referral networks with senior-focused organizations.