Boutique scale Small team size (2-10 employees) and fee-only financial planning model indicate a personalized, high-touch service with potential for strategic partnerships, white-labeling opportunities, or joint client events tailored to high-net-worth individuals seeking bespoke planning.

Tech stack leverage Current technology usage includes Google Sign-in and content tools; opportunity exists to upsell modern FinTech integrations, secure client portals, and data analytics to improve reporting, onboarding, and client experience for scalable growth.

Growth potential Revenue in the 10M–25M range with a lean staff suggests capacity for scalable expansion through targeted acquisitions, referral programs, or expanded advisory services to broaden client base while maintaining personalized service.

Competitive positioning As a fee-only, fiduciary advisory with CFP professionals, Kapusta can differentiate in a crowded market by emphasizing objective advice, long-term relationships, and customized roadmaps to compete with larger fiduciaries on service quality and trust.

Expansion channels Potential sales angles include partnerships with RIAs or broker-dealers seeking custodial or planning enhancements, co-marketed seminars for retirement and legacy planning, and technology partners to enhance client onboarding and reporting efficiency.