Personalized Solutions The May Group focuses on securing the wants and dreams of clients with a high touch, client centered approach, creating opportunities to cross sell services such as auto financing guidance, travel planning, college funding and retirement strategies to local families.

Digital Marketing The current tech usage shows a mix of legacy web tools and YouTube presence; opportunity to adopt a modern CRM, marketing automation and structured content strategy to nurture leads and showcase client success stories in education funding, retirement planning and risk management.

Regional Growth Based in Independence, Ohio with a small team, there is potential to expand regionally through local partnerships, referrals and targeted alliances with small businesses, auto dealers and real estate professionals to drive new client acquisition.

Upsell Potential With revenue in the 1 to 10 million range, there is room to deepen client relationships through bundled services such as wealth management, tax advantaged retirement options and education funding to increase client lifetime value.

Operational Scale A small headcount highlights the need for scalable processes; investing in customer relationship management, onboarding automation and analytics can boost efficiency, enable growth without proportional staffing, and improve consistency of client outcomes.