Niche market focus Target dental and medical professionals across the United States with tailored financial planning, insurance, and retirement services, leveraging Treloar & Heisel’s specialized expertise to differentiate from broad-based financial firms.

Growth through acquisition awareness Leverage the recent acquisition by EPIC Insurance Brokers & Consultants as a proof point of capability and scale; position to prospective clients as part of a larger, integrated suite of financial and insurance solutions.

Local-to-national service Highlight the combination of active local presence with a strong national network to reassure prospects about consistent service quality regardless of location or mobility.

Financial health signals With revenue in the 100M–250M band and a mid-sized employee base, target mid-market dental and medical practices seeking scalable financial services and advisory support during growth, practice transitions, and retirement planning.

Tech and trust signals Promote the use of secure, modern tech and marketing tools (Accessible360, Mimecast, reCAPTCHA, SEO) as enablers of secure, efficient client experiences, while reinforcing reliability and compliance as differentiators in a regulated industry.