Acquisition Opportunity Following its acquisition by Hub International, there is potential to leverage existing client relationships and expand cross-selling opportunities across Hub’s extensive insurance and financial services portfolio.

Growth Potential With a reported revenue range of 1 million to 10 million and a small team, there is ample room for business growth through targeted marketing and service expansion, especially in the retirement planning sector.

Market Recognition Being recognized as a finalist for the 2018 PLANSPONSOR Adviser Team of the Year Award signals credibility and a competitive edge in providing high-quality retirement consulting services to large organizations.

Technology Enhancement Existing technology stack indicates opportunities to adopt newer fintech solutions to streamline client interactions, enhance service offerings, and improve operational efficiencies.

Employee Engagement With a focus on financial wellness benefits and retirement literacy, there is a sales opportunity to promote expanded services around participant education programs, business partner integrations, and employee engagement tools.