SMB Focus Target small to mid-sized businesses in North Carolina, especially those with 2-10 employees, offering tailored employee benefits management and financial planning services as a cost-effective, high-touch solution.

Benefits Expertise Position as specialists in group health, telemedicine and benefits administration combined with financial planning, enabling cross-sell of comprehensive benefits plus financial wellness programs to deepen client relationships.

Strategic Location Leverage proximity to Raleigh and Garner, NC to establish a regional footprint with in-person outreach, local partnerships, and targeted events to win time-sensitive benefits renewals and mid-market opportunities.

Digital Tools Utilize Google Workspace and GoDaddy-backed operations to streamline client onboarding, compliance, and communications; pitch efficiency gains and scalable processes as a sales differentiator.

Growth Readiness With revenue in the 10–25 million range and a plan-driven advisory approach, pursue larger clients or multi-location businesses through a consultative, education-first selling style that aligns benefits with long-term financial goals.