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  • RE:  Established Corporate Financial Management Platform
  • Contact:  Ricardo Gonzalez
Owner Financing is Available!
Open to Offers

Quick Facts

Asking Price: $500,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2015
Employees: Not Disclosed
BBN Listing #: SB-59137
Broker Reference #: PUERIPR001-59137

Email or Print Listing

Business Overview:

Established Corporate Financial Management Platform | Asking Price: $500,000 This is a rare opportunity to acquire a fully operational, proprietary Corporate Personal Finance Management (PFM) platform built exclusively for businesses and institutional users. Unlike consumer-facing budgeting apps, this platform was engineered from the ground up to address the unique cash flow, compliance, and financial visibility needs of corporate entities. Over $800,000 has been invested to build, develop, and establish this platform over the past decade. The platform has been operating for over 10 years, serving a loyal base of 200 active corporate users with an established technology stack, proprietary database, and active cloud infrastructure. The business is offered as a complete asset sale — including all software, intellectual property, user base, branding, and operational infrastructure — at a below-market valuation relative to its replacement cost and strategic value. What you're acquiring: ✔ Fully operational proprietary software platform ✔ 200+ active licensed corporate users ✔ Microsoft Azure cloud infrastructure ✔ 10+ years of proprietary database architecture & IP ✔ All source code, branding, domain & digital assets ✔ 9,200+ social media followers ✔ Established vendor & cloud service relationships ✔ Fixed assets valued at $538,203 — exceeding the asking price Why this beats Competing Software: → Built for corporations, not bookkeepers → Real-time financial health dashboard — not just a ledger → Client owns all data — no third-party monetization → Flat licensing model — no per-transaction fees → White-label ready for banks, credit unions & financial institutions → Puerto Rico & Latin America market foothold — 10 years established The opportunity: Infrastructure is built. Users are active. The platform is ready to scale. An acquirer with commercial sales resources can immediately expand the 200-user base into SMEs, cooperativas, and financial institutions across PR and LATAM — or license the platform white-label to banks seeking branded corporate PFM tools. All of this is available at $500,000 — a fraction of the capital already deployed. An NDA is required for more Information, such as detailed financials, client list, business name, Intellectual Property & More

Contact the Seller:

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Property Features and Assets:

Digital Web-Based Platform

Market Competition and Expansion:

The platform has been operating for over 10 years, serving a loyal base of 200 active corporate users with an established technology stack, proprietary database, and active cloud infrastructure. The business is offered as a complete asset sale — including all software, intellectual property, user base, branding, and operational infrastructure — at a below-market valuation relative to its replacement cost and strategic value.

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

  • The property is owned.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

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