Award Winning Robust High End Benefits Software

San Francisco, CA
San Francisco County


Asking Price: Annual Revenue:
Not Disclosed $6,950,000

Technology: Software


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RE: Award Winning Robust High End Benefits Software Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Open to a variety of creative deal structures.

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $6,950,000
Net Profit: Not Disclosed
Cash Flow: $2,430,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2009
Employees: 5
BBN Listing #: 633527574
Broker Reference #: 848 Software

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Business Overview:

Award Winning Robust High End Benefits Software for High Comp Employee Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.

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 1,000 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 is required for comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Property Features and Assets:

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

Market Competition and Expansion:

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.

Reason for Selling:

Divest to someone who can take the software and run it.

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

Relevant Links:

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