Business Overview

Valuation: $366MM
Price: $292.8MM (80% of the company)
FY 2025 Rev: $1.907MM
FY 2025 Net Income: $468MM
Current Employees: 94+ across 5 offices worldwide
Location: Texas, US

The company is wrapping up a $40MM deal to close 3/22, this is in addition to the $35MM already forecasted.

The company offers a multi-patented SaaS platform that rivals Salesforce, the platform helps in sales, order management, marketing teams, integration of video conferencing and collaboration tools. They deliver Comprehensive SaaS services that help organizations run more efficiently by automating their sales and operational functions. They combine business domain knowledge with technology competence and proven methodologies to deliver results in a cost-effective manner in a bid to maximize the competitive advantage and productivity with latest technology.

Forbes Company in Focus for 2021.

Since inception in 2019, the company has won a dozen awards and currently serves 10,000+ tested users and 2K+ live users around the globe with their 94+ employees spanned across 5 offices worldwide. The company currently has 78 clients plus 4 of the biggest banking institutions as their client.

The near-term target for the company in 2021-22 is to have 463 clients and 23,158 new licenses and the company is nearly there.

The projected revenue for FY 2025 is $1,907MM and $468MM in net profit with employee count to be at 5625.

The company is aggressively gaining market share from its competitors.

The company’s SaaS application provides a web-based control panel and mobile-based app that helps organizations run efficiently by automating their sales and operational functions. The application was founded with a mission to assist sales, order management and marketing teams to list, perform and update all their activities on the go. This is one stop shop for all sales related activities rolled into one application. A customizable CRM Tool with a web-based control panel for managers and mobile- based application for executives, employees and organization teams to manage and measure the sales activities of their businesses and companies. Some of the features include:
1. One-click solution
2. Multiple features
3. Remote team management
4. Organized, centralized database
5. Affordable and customizable
6. No tech knowledge required

Their industry specific sub products clients comprise of Banking, Real Estate, Business Services, Manufacturing, FMCG , Healthcare, Textile and Medical industries.

The company has five additional by-products:
1. A highly secure and flexible video conferencing software to start, join, and collaborate video conferences anytime, anywhere, on any device. With this application, users can host secured and structured meetings with improved communication.
2. A customizable solution to fully automate your entire HRMS process. With this application, businesses can perform all their core and tedious HR tasks in just few clicks.
3. An outright solution to manage products, invoices, collections, and billing activities through a unified platform. This billing application assists businesses with all the features required to manage the client’s billing flawlessly.
4. Innovative store management software to timely track and manage every inventory with ease. This application helps businesses timely track every incoming, existing and outgoing unit through automated inventory management procedure.
5. This application is a perfect tool to streamline a company’s project management needs. The tool help individuals and teams organize and manage their projects and tasks effectively.

The current valuation was conducted by an industry professional as of 9/30/21. The company is in talks with the governing body of banking institution and with that the valuation will likely rise. This will open the doors for the company to all the banks that the governing body is in charge of oversight.


  • Asking Price: $292,800,000
  • Cash Flow: N/A
  • Gross Revenue: N/A
  • FF&E: N/A
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  • Inventory Included: N/A
  • Established: N/A

Detailed Information

  • Property Owned or Leased:N/A
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  • Lot Size:N/A
  • Total Number of Employees:94
  • Furniture, Fixtures and Equipment:N/A

Why is the Current Owner Selling The Business?

There are all kinds of reasons why individuals decide to sell companies. However, the real factor vs the one they tell you may be 2 entirely different things. As an example, they may claim "I have a lot of various commitments" or "I am retiring". For lots of sellers, these reasons stand. But also, for some, these might simply be excuses to attempt to conceal the reality of altering demographics, increased competitors, recent decrease in earnings, or an array of other reasons. This is why it is really vital that you not count absolutely on a seller's word, yet instead, use the vendor's answer along with your general due diligence. This will paint an extra reasonable picture of the business's existing situation.

Existing Debts and Future Obligations

If the current business is in debt, which lots of companies are, then you will need to consider this when valuating/preparing your deal. Numerous businesses finance loans so as to cover things such as inventory, payroll, accounts payable, so on and so forth. Bear in mind that in some cases this can imply that profit margins are too tight. Lots of companies come under a revolving door of taking loans as a way to pay back various other loans. Along with debts, there may additionally be future commitments to consider. There may be an outstanding lease on tools or the structure where the business resides. The business might have existing contracts with suppliers that must be met or may result in charges if terminated early.

Understanding the Customer Base, Competition and Area Demographics

Just how do operating businesses in the area draw in new consumers? Many times, operating businesses have repeat customers, which create the core of their everyday profits. Particular elements such as brand-new competition sprouting up around the location, roadway building, as well as staff turn over can affect repeat consumers as well as adversely influence future revenues. One crucial thing to take into consideration is the placement of the business. Is it in an extremely trafficked shopping center, or is it hidden from the highway? Undoubtedly, the more individuals that see the business regularly, the greater the possibility to develop a returning customer base. A final idea is the general location demographics. Is the business located in a largely inhabited city, or is it situated on the outside border of town? Exactly how might the local average household earnings effect future revenue prospects?