Established Corporate Financial Management Platform

SAN JUAN, Puerto Rico

Asking Price	$500,000	Year Established	2015
Annual Revenue		Reason for Selling	Retirement
Annual P/L		Attention	Ricardo Gonzalez
Annual Cash Flow		Listing Number	1011039
# of Employees		Business Category	Services: Financial, Accounting, Insurance

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

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.

Additional Details: