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High-Margin Finance Business for Sale — Proven Systems, Big Upside
Business Description
Established tech-enabled finance platform generating $1M in seller's discretionary earnings with proven systems and exceptional growth potential. This Silicon Valley-based business operates in the rapidly expanding alternative funding market, serving over 15,000 customers through a proprietary technology platform.
BUSINESS HIGHLIGHTS:
• $1M annual cash flow with $900K EBITDA demonstrating strong profitability
• Peak revenue of $2.5M showcasing proven scalability
• Proprietary CRM software with automated onboarding capabilities
• 15,000+ established customer base providing recurring revenue opportunities
• 7,000+ accredited investor network creating unique distribution advantages
• Home-based operations with absentee owner structure
• Comprehensive SOPs and established lender partnerships
COMPETITIVE ADVANTAGES:
The business maintains a strong competitive moat through its proprietary technology platform and distribution network. While competitors rely on expensive cold acquisition methods, this platform leverages automation and established relationships, resulting in lower customer acquisition costs and higher conversion rates. The combination of technology infrastructure and investor network creates barriers to entry that competitors struggle to replicate.
GROWTH OPPORTUNITIES:
Significant expansion potential exists through multiple channels including expanded lender partnerships, scaled digital marketing funnels, and activation of the extensive investor community. The proprietary CRM system enables rapid scaling and could be converted into a standalone SaaS offering. National expansion capabilities are built into the existing infrastructure.
OPERATIONS:
Turnkey operation includes all necessary systems, processes, and relationships. The seller provides comprehensive transition support including 60-90 days of hands-on assistance, full onboarding, SOP walkthroughs, lender relationship transfers, CRM training, and marketing system setup. Optional extended consulting available for growth strategy implementation.
This opportunity is ideal for strategic buyers, private equity groups, or experienced operators seeking a high-margin, scalable finance platform with proven systems and exceptional growth potential in the expanding alternative funding sector.
BUSINESS HIGHLIGHTS:
• $1M annual cash flow with $900K EBITDA demonstrating strong profitability
• Peak revenue of $2.5M showcasing proven scalability
• Proprietary CRM software with automated onboarding capabilities
• 15,000+ established customer base providing recurring revenue opportunities
• 7,000+ accredited investor network creating unique distribution advantages
• Home-based operations with absentee owner structure
• Comprehensive SOPs and established lender partnerships
COMPETITIVE ADVANTAGES:
The business maintains a strong competitive moat through its proprietary technology platform and distribution network. While competitors rely on expensive cold acquisition methods, this platform leverages automation and established relationships, resulting in lower customer acquisition costs and higher conversion rates. The combination of technology infrastructure and investor network creates barriers to entry that competitors struggle to replicate.
GROWTH OPPORTUNITIES:
Significant expansion potential exists through multiple channels including expanded lender partnerships, scaled digital marketing funnels, and activation of the extensive investor community. The proprietary CRM system enables rapid scaling and could be converted into a standalone SaaS offering. National expansion capabilities are built into the existing infrastructure.
OPERATIONS:
Turnkey operation includes all necessary systems, processes, and relationships. The seller provides comprehensive transition support including 60-90 days of hands-on assistance, full onboarding, SOP walkthroughs, lender relationship transfers, CRM training, and marketing system setup. Optional extended consulting available for growth strategy implementation.
This opportunity is ideal for strategic buyers, private equity groups, or experienced operators seeking a high-margin, scalable finance platform with proven systems and exceptional growth potential in the expanding alternative funding sector.
About the Business
- Years in Operation
- 6
- Employees
- 4 (4 Full-time)
- Currently Home Based
- Yes
- Facilities & Assets
- Tech-enabled funding platform sale includes full CRM software code base, training library, SOPs, lender network, 15K+ clients, and 7K accredited investors in a private Facebook group. Also includes marketing funnels, ad assets, and proven growth systems that scaled revenue to $2.5M. Buyer gets a turnkey business with tech infrastructure, distribution moat, and operational playbooks ready to scale.
- Website
- https://www.scalekitfinancing.com
- Market Outlook / Competition
- The alternative funding market is rapidly expanding, fueled by credit access demand and private capital. This business stands out through a proprietary tech platform, a 15K+ customer base, and a 7K-member accredited investor network. Competitors rely on cold acquisition; we leverage distribution and automation, creating a strong competitive moat with lower CAC and higher conversion rates.
- Opportunities for Growth
- Significant growth potential through expanded lender partnerships, scaling digital marketing funnels, and activating the 7K+ investor community. The proprietary CRM enables rapid onboarding and automations, ideal for national expansion or converting into a SaaS platform. Existing customer base and strong margins provide a solid foundation to scale revenue and increase enterprise value.
About the Sale
- Seller Motivation
- Roll up
- Transition Support
- Comprehensive handover included. Buyer receives full onboarding, SOP walkthroughs, lender relationship transfer, CRM training, and marketing system setup. Seller will provide 60–90 days of transition support to ensure operational continuity and team ramp-up. Optional extended consulting available for growth strategy and scaling.
Listing Info
- ID
- 2431007
- Listing Views
- 277
Listing ID: 2431007 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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