Forensic niche A boutique forensic and investigative accounting firm serving insurance claims and litigation, with partners who bring deep domain expertise. Potential sales opportunity to expand into larger insurance carriers and law firms that require specialized loss evaluation and expert testimony.

Geographic scope Offices in Nashville, Charlotte, and Orlando indicate regional coverage across the Southeast. Opportunity to pursue regional insurers, adjusters, and consulting firms with cross-border needs within these markets.

lean operations Small team size (2-10 employees) suggests agility but limited capacity. Potential upsell by offering scalable services, managed engagement models, or subcontracting arrangements to handle larger or multiple concurrent investigations.

Revenue signal Reported revenue in the 1M to 10M range signals established client relationships and steady demand. Opportunity to package high-margin forensic services for insurance carriers and law firms seeking specialist support on complex claims.

Technology footprint Utilizes a mix of legacy web hosting and analytics tools (IPOWER DNS, DreamWeaver, Rackspace Email, Google Analytics, Apache). Potential to modernize information systems and marketing tech stack to improve client acquisition, analytics, and case management workflows.