OFF-MARKET-Award Winning Robust High End Benefits Software for Highly Compensated Employees for Sale

OFF-MARKET ‘Q3 2024

Award Winning Robust High End Benefits Software for Highly Compensated Employees

San Francisco, CA (San Francisco County)
Seller Financing Available

Asking Price:
Best Possible Offer

Cash Flow:
$4,000,000

Gross Revenue:
$4,950,000

EBITDA:
N/A

FF&E:
N/A

Inventory:
N/A

Established:
2009

Business Description

The Company is a direct, high end, national provider of planning solutions that uses proprietary high-speed data technology, service, and integrity to simplify the complex world of business, financial, and risk management planning. Adding to its appeal and growth potential is that any company, public, private or not-for-profit will be able to benefit from this technology and processes. Target companies (or highly compensated individuals & entrepreneurs) that derive the most benefit from the platform are enterprises with at least $1MM and above in net income and those that gross in excess of $50MM. Active client base also includes companies that do in excess of $5B in revenue.

This technology further enables brokers or individual HR team members within privately held or public companies to perform comprehensive independent evaluations and complex benefit plan implementations. The technology stack is primarily geared to be in collaboration with consultants and professional financial advisors. Often referred to as a web-based corporate briefcase, the Company’s products enable companies and individuals to maximize existing financial tools and develop strategies that align them with best practices commonly used by industry leaders & Fortune 1000 companies. Such complex plans and the intricacies of the solutions offered are typically too sophisticated for smaller lower middle market and Main St. Businesses and the benefit consultants that usually service that piece of the market.

The Company’s technology is designed to pinpoint optimal plan design results, and then shops the entire financial products marketplace to over 250 individual carriers {in applicable use case illustrations} in order to insure optimal plan funding performance at both the time of plan inception and into the foreseeable future at each subsequent anniversary of the plan’s implementation date.

The impressive results have led to the Company’s recognition by leaders in the artificial intelligence industry as it applies to the financial services risk and wealth management arena.

Ideal Transaction: the Owner is open to a potential partial sale to a strategic buyer or partner.

The Company has an extensive client and install and revenue base across multiple states and has recently been asked to respond to multiple Requests for Proposal’s (RFP’s) that could bring internationally significant revenue opportunities for the new owner or partner.

NDA {SUBMIT BELOW} is required for comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information

Employees: 5

Facilities: Well-located in Northern California rents at market rents for the area.

Competition: The company has the world’s only software technology stack of its kind!

Growth & Expansion: Ideally rolled out to a large consulting organization or any sales organization that has relationships with large companies.

Financing: Open to a variety of creative deal structures.

Support & Training: As needed.

Reason for Selling: Divest to someone who can take the software and run with it, it’s what the platform deserves.