1. Executive Summary

[Company Name Redacted], founded in 2003, is a premier consulting firm and software reseller specializing in Corporate Performance Management (CPM) solutions. As a gold-level partner of a leading CPM software provider, [Company Name Redacted] is positioned within a high-growth market segment, capitalizing on over 20 years of industry expertise. Valued at $3.1 million, this firm offers a unique opportunity for strategic acquirers looking to expand in North America’s CPM market.

Key Business Metrics:

• Asking Price: $3,100,000 USD

• Location: Ontario, Canada

• Sales (TTM): $2,775,104 USD

• Net Profit (TTM):  $485,670 USD (SDE)

• Valuation Multiple: 6.38x SDE

• Customer Base: Enterprise-level clients across North America

• Industry: CPM Consulting and Integration

2. Business Overview

[Company Name Redacted] provides tailored CPM solutions to large enterprises across North America, combining consulting and software reselling services. Founded by industry veterans, this firm initially developed expertise with SAP software before transitioning to its current strategic CPM partner. The business offers comprehensive consulting services, revenue-generating lead referrals, and a legacy of deep industry experience.

Competitive Advantage:

[Company Name Redacted] stands out among competitors due to its legacy in SAP, an untapped market within CPM software, and its in-house intellectual property designed for specific industry use cases.

3. Market Position & Growth Opportunities

The CPM market, particularly within [CPM Software Name Redacted], is growing at an estimated 30% annually. [Company Name Redacted] differentiates itself with its background in SAP, offering a competitive advantage in capturing SAP clients transitioning to new CPM solutions.

Growth Potential:

• Industry-Specific Expansion: Proprietary solutions for targeted sectors present significant untapped market opportunities.

• SAP Client Conversions: As legacy software approaches end of life, [Company Name Redacted] is positioned to capture transitioning clients.

• Cost-Efficiency: Increasing consulting resources offshore could decrease operational costs and expand service capacity.

4. Financial Overview

[Company Name Redacted] has demonstrated strong revenue growth, achieving a compound annual growth rate (CAGR) of 34% over the last three years. Key financial events, including a legal settlement, have been excluded for a clearer view of EBITDA trends.

Financial Summary:

• Revenue Growth: 41% (2022), 14% (2023), 37% (2024 YTD)

• Key Financial Drivers: Consulting engagements and new client acquisitions.

5. Operations & Team Structure

[Company Name Redacted] operates virtually with streamlined project management and CRM systems. Current owners oversee sales and client service delivery and are open to a structured transition.

Key Team Members:

• Role 1 – Manages sales and strategic planning.

• Role 2 – Oversees operations and client delivery.

• Consultants – Execute client projects and provide ongoing support.

• Administrator – Manages project tracking and financials.

6. Customer & Revenue Sources

The business primarily serves CFO offices in large North American enterprises. Projects typically generate substantial service fees per client, with additional revenue from lead generation fees and software reselling.

Revenue Breakdown:

• Consulting Services: Core revenue stream with repeat phases.

• Software Reselling: Licenses for CPM software and other solutions.

• Marketing Assistance Fees: Revenue for generating leads.

7. Marketing & Lead Generation

The company utilizes email marketing, LinkedIn outreach, and high-impact webinars to generate leads, with a customer acquisition cost estimated at $10,000–$20,000 and a lifetime value of $750,000.

8. Assets Included in Sale

The sale includes:

• Digital Assets: Domain names, website, and CRM data.

• Social Media Accounts: LinkedIn and Facebook profiles.

• Intellectual Property: Industry-specific solutions ready for deployment.

• Contracts: Full transfer of client contracts, partner agreements, and employee contracts.

9. Ideal Buyer Profile

The ideal buyer would be a consulting or software firm with a focus on CPM or enterprise software, ideally within the same software ecosystem. The firm’s established team, client base, and proprietary solutions offer significant value for strategic buyers looking to expand in North America.

10. Post-Sale Support & Transition

Current owners are prepared to offer a six-month to one-year transition period to ensure a smooth handover of clients, projects, and operations. They are also open to discussing a structured role post-acquisition if needed.

11. Valuation & Justification

[Company Name Redacted] is valued at $3.1 million, with an EBITDA multiple of 6.12x SDE. The valuation considers growth trajectory, brand reputation, proprietary solutions, and scalability. A new owner with additional resources could unlock further value through marketing and operational expansion.

12. Expansion Opportunities

• Targeted Industry Growth: Industry-specific solutions provide an untapped market.

• Conversion of SAP Clients: Legacy SAP clients offer new conversion opportunities.

• Offshoring: Increasing offshore resources could improve profitability.

For more information or to initiate a conversation, please contact FIH.com. This acquisition presents a unique opportunity to enter a high-growth industry with a leading provider of Corporate Performance Management solutions for the Office of the CFO.

About the Agent 

FIH.com is a Manhattan-based M&A advisory firm specializing in the sale of remotely-run successful digital companies (around the world) from $1M-100M in revenue, including apps, marketplaces, freemium + enterprise SaaS, ecommerce, affiliate/advertising groups, and more! We are proud to work with the very best entrepreneurs and investors, so if that’s you and you are in the market to acquire or sell a relevant business, then we encourage you to reach out for a complimentary consultation.