Description:
The Company is a digital transformation and marketing consultancy firm delivering end-to-end solutions in Salesforce implementation, digital marketing, and web development. The Company is a nationwide Salesforce partner with a diversified revenue model that includes recurring and project-based streams, helping drive growth, efficiency, and digital transformation for client businesses.

Key Aspects:
• The Company maintained an impressive average adjusted EBITDA margin of 21.9% from 2022 to 2024.
• The Company maintains a growing base of recurring revenue contracts, which represented 36.3% of revenue in 2024, and expanded to 42.6% through the trailing-twelve-month (TTM) period ending October 31, 2025.
• The Company's largest client represented only 3.1% of total 2024 revenue, highlighting its diversified client base and minimal client concentration risk.
• In 2025, the Company was selected for the Salesforce Jump Start program and signed a global services agreement, which deepened its platform affiliations while also expanding lead generation capabilities.
• The Company maintains an extensive internal database of over 20,000 historical leads generated via tradeshows, webinars, and other marketing events, allowing the Company to engage with approximately 500 to 600 clients annually, according to management.
• The Company has earned multiple awards over the years, including recognition for its rapid growth on the Inc 5000 list for three consecutive years.

Opportunities:
• Capitalize on the Company recently being selected for the Salesforce Jump Start program, a selective initiative in which a limited number of partners are pre-vetted and approved to perform implementations directly on Salesforce’s behalf, which, based on current assignment velocity and average project size, management anticipates will generate $750K–$1M in incremental annual revenue beginning in 2026.
• Leverage the Company's certified HubSpot partner status and access to an extensive network of HubSpot account executives (AEs) to replicate the proven Salesforce service model within the HubSpot ecosystem, as management notes that the initiative has potential to generate $1M+ in annual recurring revenue by 2026–2027.
• 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 $300K–$500K in recurring revenue by 2026–2027, 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 2026–2027 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 implementation partners are limited.

Current Markets:
• The Company works with small and medium-sized businesses (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 utilized solely 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 transiti