Wealth Channel Leverage the Perigon acquisition to create a cross selling channel between wealth management clients and Baker & Associates debt relief services. Propose a joint referral program and co branded offerings that combine legal debt relief with comprehensive financial planning, enabling broader client coverage beyond Texas through Perigon's national platform.

Foreclosure Partnerships Foreclosure risk is a core focus via the Home Sweet Home program. Position Baker & Associates as a preferred partner for lenders, servicers and real estate professionals to provide pre foreclosure legal support, loan modification guidance and foreclosure defense, helping clients retain homes and reducing lender losses.

Debt Relief Expertise Proven debt relief track record presents a sellable value proposition to financial services clients. Highlight thousands of consumer bankruptcy cases and experience pursuing claims against lenders. Target banks, credit unions and fintechs seeking risk management, compliance assistance, and outsourced claims management or co branded consumer debt relief programs.

Acquisition Synergy Acquisition driven growth opens new markets and referral opportunities. Use Perigon's nationwide reach to expand into additional markets and scale operations through bundled services with wealth management, financial planning and debt relief. Develop a formal partnership program with measurable revenue sharing and joint marketing.

Marketing Tech Fit Opportunity to modernize marketing and client intake through tech led services. The current tech stack shows emphasis on web presence and media, suggesting an opening for marketing automation, CRM, scheduling and document management solutions. Propose a vendor or partner program to enhance lead generation, intake conversion and case management for scalable growth.