Description: The Company is an AI-native Salesforce implementation partner offering an integrated digital marketing and web practice. The Company specializes in the launch and migration of Salesforce and Marketing Cloud environments, including the deployment of Agentforce and Marketing Cloud Next, complemented by campaign and website development that supports these platforms. Implementation represents the majority of the Company's revenue and is supported by a proprietary AI-driven delivery system built in-house, which automates technical handoff, client intake, and first-pass build generation.

Key Aspects:
• Adjusted EBITDA grew at a compound annual growth rate (CAGR) of 10.8% from 2023 to the trailing-twelve-month (TTM) period ending July 31, 2026, with margins reaching 31.2% in the TTM period.
• The Company maintains a growing base of recurring revenue contracts, which represented 44.6% of revenue in 2025, and expanded to 45.1% through the TTM period ending July 31, 2026.
• The Company's largest client represented only 3.1% of total 2025 revenue, highlighting its diversified client base and minimal client concentration risk.
• The Company maintains an internal database of over 20,000 historical leads and over 2,000 Salesforce Account Executives (AEs), enabling it to engage with approximately 500 to 600 clients annually.
• In 2025, the Company was selected for the Salesforce Jump Start program, and in its first year, the program generated approximately $402,500 in revenue across 105 clients, sourced through 78 distinct Salesforce AEs.
• The Company has delivered 22 AI-native Salesforce engagements across Agentforce and Marketing Cloud Next since the start of 2026, supported by a proprietary AI-driven delivery system that automates technical handoff, client intake, and first-pass build generation.

Opportunities:
• Scale the Company's Salesforce-to-HubSpot migration practice, launched in March 2026 under a dedicated division head, which leverages the Company's deep Salesforce expertise to capture migrations driven by contract expirations; a predictable revenue source that also serves as a strategic hedge against Salesforce concentration.
• Introduce a post-implementation managed services offering to provide ongoing support and optimization for existing Salesforce clients, which management notes could potentially drive an additional $300,000-$500,000 in recurring revenue by year-end 2028, strengthening client retention and recurring revenue mix.
• Develop targeted expertise in key industries such as healthcare and financial services, positioning the Company as a specialized Salesforce implementation partner, which has the potential to deliver a +15% margin lift by year-end 2028 through higher-value engagements and faster deal cycles, according to management.
• Expand services into underserved regions or international markets where Salesforce adoption is increasing but qualified implementation partners are limited.

Current Markets:
• The Company works with SMBs, mid-market companies, and select enterprise clients nationwide, with experience across diverse industries including financial services, retail, healthcare, and others.

Real Estate:
• The Company leases a 900 sq. ft. facility in the Northeast, US from an unrelated third party on a month-to-month basis. All employees operate remotely, with management noting that the facility is solely utilized as a mailing address for the Company.

Shareholder Objectives:
• The Company is equally owned by two shareholders who are seeking a strategic or financial partner to accelerate the Company’s growth trajectory. Both owners open to remaining with the Company in an operational advisory or transitional leadership role to ensure continuity in service and to facilitate a smooth transition to new ownership.