This completely remote, low-capital advisory platform delivers strategic guidance and hands-on execution support to large corporate organizations. The firm operates through three complementary lines of business: senior-level advisory services delivered through a curated group of experienced executives, international execution of complex data-focused programs, and participation in a software platform that generates recurring subscription revenue through a controlling ownership position. Together, these components provide revenue diversity and operational stability.

A durable engagement with a Fortune 500 organization anchors the client base, with most assignments structured as long-duration retainers spanning multiple quarters or full fiscal years. New work has historically originated through introductions and client referrals, allowing the business to scale without dedicated sales or marketing investment and with no client attrition to date. The software platform operates independently with its own team and contributes predictable, contract-based income, creating additional long-term optionality.

Day-to-day execution is supported by a streamlined management layer and a reliable network of delivery partners. Ownership involvement is limited to a small time commitment focused on strategic direction and governance. The seller is open to remaining involved for up to a year following a transaction and can also provide extended support around growth initiatives or client delivery if desired, ensuring a smooth handoff.

Future expansion paths include broadening the advisor bench, increasing delivery capacity, and driving incremental revenue through coordinated offerings across advisory, execution, and software. With a clean balance sheet, limited fixed costs, and enterprise engagements already embedded in forward-looking budgets, the platform is positioned for disciplined, scalable growth.