Niche Tax Credit Boutique consulting firm focused on New Markets Tax Credit program assistance for CDFI Fund awardees, suggesting opportunities to partner with financial institutions or developers seeking eligible projects and streamlined funding.

SMB Focus Small team size (2-10 employees) indicates a lean operation with potential need for scalable services, project management support, and technology enablement to handle multiple clients efficiently.

Revenue Range Annual revenue in the lower to mid-market range ($1M-$10M) presents opportunities for value-added services, co-sell arrangements, and flexible pricing models aligned with project-based work.

Tech Stack Reliance on mainstream tools (Microsoft 365, Google Libraries, jQuery) suggests openness to digital collaboration enhancements, CRM adoption, and marketing automation to drive outreach and client onboarding.

Industry Position Operating in real estate consulting with niche CDFI program expertise positions the firm for cross-selling to developers, lenders, and nonprofits pursuing community development investments and tax credit financing.