Boutique scale Small team size of 2-10 employees suggests a lean operation with potential needs for scalable IT services, affordable cloud solutions, and outsourced IT support to handle growth and security.

Regulatory aware Being in Financial Services and located in Missouri, there may be emphasis on data security, compliance tooling, and risk management software to meet industry standards and protect client information.

Tech foundation Current tech stack shows reliance on Windows servers and ASP.NET; opportunities exist to offer modern hosting, security hardening, and modernization services to improve performance and maintainability.

Revenue opportunity With revenue under 10 million, they may be evaluating cost-effective technology upgrades, CRM enhancements, or marketing tech to compete with larger firms while controlling expenses.

Competitive landscape Comparables are large real estate firms with substantial staffs and revenues; position a value-driven solution emphasizing ROI, ease of deployment, and scalable features suitable for small teams transitioning to growth.