Estate planning focus The firm specializes in estate and wealth transfer planning and administration, indicating a potential upsell to comprehensive trust and wealth management services for high net-worth clients and business owners.

Real estate capabilities Leah Wyant handles acquisitions, dispositions, financing, construction contracts, and various leasing and land use matters, suggesting opportunities to cross-sell commercial real estate, development, and permitting services to developers and real estate investors.

Wisconsin footprint With an established Wisconsin practice and family-led team, target local businesses, families, and closely held firms seeking personalized, efficient legal support and recurring advisory relationships.

Small firm agility A lean 2-10 employee structure implies responsiveness and high-touch service; leverage this to position as a preferred partner for ongoing legal needs, compliance reviews, and scalable service packages.

Tech-enable growth Current tech stack shows web presence and modern CMS usage; opportunity to offer digital intake, secure document management, e-signature workflows, and analytics to improve client experience and expand online marketing to attract new clients.