Acquisition Opportunity The Ashley Group is now a OneDigital company, indicating potential alignment for cross-sell of broader health, retirement/wealth, and HR solutions to TAG’s client base and network.

Growth and Scale With revenue in the mid six-figure to low seven-figure range and a history of Inc. 5000 recognition, there is demonstrated growth momentum and appetite for expanded benefits programs and carrier partnerships.

Geographic Reach Operations across multiple Ohio locations (Sandusky, Maumee, Medina) plus a national affiliation via OneDigital suggest opportunities to expand employer-sponsored benefits and Medicare offerings to mid-market and regional firms.

Product Expansion Focused on Employer Sponsored Group Benefits, Individual Health, and Medicare Plans creates a broad upsell path to existing clients, including potential for bundled solutions and advisory services.

Tech and Analytics Use of modern digital marketing and analytics tools (Quantcast, Facebook Pixel, Akamai, Shopify) signals readiness for data-driven campaigns, client portals, and streamlined benefits administration integrations.