Small Firm, Big Needs Whelan & Whelan, LLC is a small private investigation firm with 2-10 employees, offering services that align with mid-market risk, compliance, and HR needs. Sales opportunities exist in providing scalable screening, background checks, and due diligence solutions tailored to growing clients who require affordable, high-quality investigations.

Diverse Service Suite Their broad service offerings—background and pre-employment screening, business intelligence, due diligence, social media investigations, attorney support, and HR consultation—present cross-sell opportunities to firms seeking end-to-end risk management, partner with legal teams, or enhance hiring decisions.

Mid-Market Targeting With revenue in the 10–25 million range and partners supporting business growth, target mid-market clients across professional services, manufacturing, and tech who require compliant, cost-effective investigative and HR solutions to optimize hiring and reduce risk.

Tech Stack Fit Their use of WordPress, Google Workspace, analytics (Piwik PRO Core), and web technologies indicates openness to digital onboarding, client portals, and data-driven reporting. Opportunities exist to offer secure case management, embedded reporting, and workflow automation integrations.

Growth-Driven Partnerships The emphasis on affordable access to big-business tools for growth-oriented clients suggests a sales angle around scalable pricing, flexible service levels, and strategic partnerships with law firms, HR consultancies, and corporate compliance teams seeking reliable investigations and risk management.