Growth through Acquisition The firm was acquired by CliftonLarsonAllen Wealth Advisors in January 2023, signaling a shift toward greater scale and cross-network opportunities. With an existing footprint in Toledo and Findlay and a new Arrowhead Park office, there are potential cross-sell opportunities to wealth management and corporate clients, including estate planning, business law, and tax-related services.

Compliance Focus OneTrust presence indicates emphasis on data privacy and third-party risk management. This creates a sales angle to offer enhanced privacy consulting, data governance, and legal tech solutions to clients navigating regulatory requirements.

IT Modernization The mix of Windows Server, Cloudflare CDN and development tools suggests room for modernization of IT infrastructure and legal tech apps. Opportunities exist to provide secure cloud-based document management, eDiscovery, automation, and cybersecurity services tailored to mid-sized law firms.

Local Footprint A history of expansion in Northwest Ohio and community initiatives signals strong local ties. This can open doors for regional business development, partnerships with local firms and organizations, and targeted marketing to mid-market clients in the Toledo/Findlay corridor.

Leadership Change Leadership changes, such as the 2023 retirement of a partner, can trigger vendor and service reviews. This creates an opening for a strategic relationship with high-level stakeholders to address governance, risk, and growth plans with bundled legal and advisory services.