Business Overview

This Company has created a state of the art SaaS trading platform geared for retail investors that are looking for enhanced speed, a constant and consistent UI experience across all devices, and fully customizable platform with numerous indicators, unique individualized charting features and order overlays to beat the market and secure above average returns. The platform itself is geared to compete against ‘the majors’ yet offers unique features that only a nimble startup maniacally focused on product development can offer. Auto-journaling features, multi-leg options trading, including a screenter that takes into consideration over 200 unique data points in order to position the user for the best possible short-term or long-term ROI/outcome. Includes real-time options data, backtesting capabilities, this platform is as complete as they come, and is geared for educating the user(s) as they continue their journey in this fun arena. Ideal acquirer is either a strategic, a financial services firm with many, many users, or a financial buyer looking for a software platform to scale. Owners have had a prior 8 figure software exit previously and this is their next opportunity they are offering at the present time.

NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information

Facilities: N/A it’s a software business, so relocatable worldwide

Competition: Wins head to head against all current service offerings in the space, detailed further in the CIM.

Growth & Expansion: The business offers tremendous value to a strategic or any community with users that could benefit from an enhanced trading strategy, education & software platform.

Financing: If the price and deal structure is right.

Support & Training: As needed.

Reason for Selling: The Seller would like to divest to see this platform thrive with additional horsepower in terms of marketing or reach to millions of users worldwide ideally.

Financial

  • Asking Price: N/A
  • Cash Flow: $850,000
  • Gross Revenue: $250,000
  • EBITDA: N/A
  • FF&E: N/A
  • Inventory: N/A
  • Inventory Included: N/A
  • Established: 2016

Detailed Information

  • Property Owned or Leased:N/A
  • Property Included:N/A
  • Building Square Footage:N/A
  • Lot Size:N/A
  • Total Number of Employees:4
  • Furniture, Fixtures and Equipment:N/A
About The Facility:

N/A it’s a software business, so relocatable worldwide

Is Support & Training Included:

As needed.

Purpose For Selling:

The Seller would like to divest to see this platform thrive with additional

Pros and Cons:

Wins head to head against all current service offerings in the space, detailed further in the CIM.

Opportunities and Growth:

The business offers tremendous value to a strategic or any community with users that could benefit from an enhanced trading strategy, education & software platform.

Additional Info

The business was started in 2016, making the business 6 years old.

Why is the Current Owner Selling The Business?

There are all kinds of reasons why people resolve to sell businesses. Nonetheless, the real reason vs the one they say to you might be 2 entirely different things. As an example, they might claim "I have too many other obligations" or "I am retiring". For many sellers, these reasons are valid. But also, for some, these might simply be reasons to try to hide the reality of changing demographics, increased competition, current reduction in incomes, or a range of various other reasons. This is why it is very essential that you not depend entirely on a vendor's word, yet rather, make use of the vendor's solution along with your overall due diligence. This will paint a more reasonable picture of the business's existing situation.

Existing Debts and Future Obligations

If the current company is in debt, which many companies are, then you will certainly need to consider this when valuating/preparing your deal. Many operating businesses borrow money in order to cover things like supplies, payroll, accounts payable, etc. Remember that sometimes this can mean that profit margins are too thin. Lots of businesses come under a revolving door of taking on debt as a way to pay back other loans. In addition to debts, there may likewise be future commitments to think about. There may be an outstanding lease on equipment or the structure where the business resides. The business might have existing agreements with suppliers that should be satisfied or might cause charges if canceled early.

Understanding the Customer Base, Competition and Area Demographics

Exactly how do businesses in the area draw in new consumers? Often times, businesses have repeat clients, which form the core of their daily profits. Particular variables such as new competitors sprouting up around the location, road construction, as well as staff turnover can influence repeat consumers as well as adversely influence future earnings. One essential thing to take into consideration is the location of the business. Is it in a highly trafficked shopping center, or is it concealed from the highway? Certainly, the more people that see the business regularly, the greater the possibility to build a returning consumer base. A last idea is the general area demographics. Is the business located in a largely populated city, or is it located on the outskirts of town? How might the neighborhood median family earnings impact future income potential?