Legacy Client Base Specializes in trusts, estates, and elder law with a hands-on, relationship-driven approach that spans three generations, presenting an opportunity to target local high net worth families for ongoing estate planning and elder care services.

Rhode Island Specialist As a small, women-owned firm with deep Rhode Island client relationships and a convenient East Side Providence location, Moonan | Stratton can position itself as the premier regional provider for local estate planning, guardianship, and business succession services.

Business Client Growth The firm already handles business transactional matters; there is potential to expand offerings to small and medium enterprises and business owners for formation, contracts, succession planning, and elder law related business transitions, increasing cross-sell opportunities.

Referral Partnerships Being a boutique with specific practice areas, Moonan | Stratton can build referral partnerships with larger firms for overflow work, niche elder law matters, or Rhode Island specific capacity where needed.

Digital Marketing Readiness Current tech stack shows a modern web presence; opportunities exist to optimize marketing and lead generation through search engine optimization content around wills, trusts, and elder law, improving inbound inquiries and new client intake.