Estate planning focus The firm specializes in estate planning, asset protection, trust and probate administration, and tax law, indicating opportunities to offer wealth management integrations, fiduciary services, and enhanced compliance offerings tailored for high-net-worth clients and family offices.

Mid-sized profile With 2-10 employees and revenue in the $10-25M range, the firm sits between small boutique shops and larger firms, suggesting upsell possibilities around legal operations optimization, scalable practice management tools, and collaboration platforms to support growth without a full-scale headcount increase.

Regional footprint Based in Ann Arbor, Michigan, the firm operates in a regional market with proximity to local businesses and real estate activity, presenting sales opportunities in real estate, corporate, and tax advisory services aligned with Michigan market dynamics.