M&A Advisory Company Investment Opportunity in Vancouver, Canada
Leveraging AI-powered insights, our platform drives M&A success for CPA firms is the US& Canada.
| Established | 5-10 year(s) |
| Employees | 5 - 10 |
| Legal Entity | C Corporation |
| Reported Sales | USD 440 thousand |
| Run Rate Sales | USD 1 million |
| EBITDA Margin | 28 % |
| Industries | M&A Advisory |
| Locations | Vancouver |
| Local Time | 12:22 PM America / Chicago |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
720 thousand
for
20.0%
stake
(Native Currency: CAD 1,000,000)
Reason: The angel investment will support market expansion, scaling revenues 10x to $6M by the end of next y...
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Documents
M&A Investor Deck
(38.2 MB)
Certificate of Incorporation
(288.1 KB)
Business Overview
- Capitalizing on the retirement wave of baby boomers, the company provides a timely solution for seamless and lucrative M&A transitions, aligning with market demand.
- The AI-powered M&A platform enables CPA valuations and deal flows for Canadian and U. S. private equity markets.
- Proprietary data collection on CPA firms across Canada and the USA provides insights into business lines, firm size, talent supply, and market salaries across cities.
- The platform equips CPA firms with a competitive edge for growth, leveraging insights to drive strategic decisions.
- CPA firm valuations are increasing as private equity firms view them as attractive for their stable, diverse income streams and growth potential.
- With the launch of the M&A platform for CPA firm growth, the self-serve funnel enhances accessibility and profitability.
- Primary revenue stems from transaction fees, complemented by a subsidiary subscription-based revenue model.
- Company has a valid COI.
- The AI-powered M&A platform enables CPA valuations and deal flows for Canadian and U. S. private equity markets.
- Proprietary data collection on CPA firms across Canada and the USA provides insights into business lines, firm size, talent supply, and market salaries across cities.
- The platform equips CPA firms with a competitive edge for growth, leveraging insights to drive strategic decisions.
- CPA firm valuations are increasing as private equity firms view them as attractive for their stable, diverse income streams and growth potential.
- With the launch of the M&A platform for CPA firm growth, the self-serve funnel enhances accessibility and profitability.
- Primary revenue stems from transaction fees, complemented by a subsidiary subscription-based revenue model.
- Company has a valid COI.
Products & Services Overview
The company has developed an AI-powered platform to facilitate mergers and acquisitions (M&A) for CPA firms in Canada and the U. S. It collects proprietary data on CPA firms, including their business lines, size, and talent markets, to provide insights that help firms grow and attract private equity investments. The platform also offers tools for CPA valuations and deal flows, leveraging the increasing demand for CPA firms as stable, income-generating investment opportunities. Revenue comes from transaction fees and subscriptions, with a self-serve model for accessibility.
Assets Overview
Custom-built event sourcing platform integrated with OpenAI in our tech stack, leveraging unique IP addresses.
Facilities Overview
The company is located in Vancouver, Canada.
Capitalization Overview
A CAD 120K working capital loan to be fully repaid by March 2025, with 100% ownership retained by the owner.
Recent Activity
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Earlier than 15 daysSenior Investment Banking Executive, Investment Banking, Atlanta, Corporate Investor / Buyer connected with the Business
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Earlier than 15 daysManaging Director, Business Consulting Services, Johannesburg, Corporate Investor / Buyer connected with the Business
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Earlier than 15 daysFounding Partner, New York City, Investment Bank connected with the Business
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