Deal Terms
Share sale preferred over asset purchase to ensure smooth client transition

Business Overview
This fully remote custom software development company specializes in building enterprise-grade solutions for clients in fintech and financial services, with a particular focus on expert network platforms and compliance technology.

The company maintains a long-term, auto-renewing agreement with a large, well-established enterprise client that generates the majority of its revenue. Supported by a globally distributed team of senior engineers and strategists, the business consistently delivers complex digital products through engineering excellence, product innovation, and AI-driven development.

• Multi-Year History of Client Support - The relationship is governed by a master services agreement that allows termination by either party with 30 days’ notice, consistent with standard services contracts
• Deep Technical and Operational Integration - All work is covered by active Statements of Work (SOWs), product roadmaps, and sprint planning cycles (SCRUM methodology) and the Company's Project Managers participate in direct client-facing calls with their client’s customers
• Contractual Rate Progression - A contract amendment was executed in early Jan 2026 defining rate increases for future years including a 5% hourly increase for 2026, reflecting mutual intent to continue the relationship
• Top Client Incentives Aligned - Top client is under another 24 month earn-out that incentivizes them to continue to further expand their relationship with the Company. A vendor change during the client’s earn-out period would materially disrupt product delivery, client satisfaction, and financial performance making a change counter to the client’s goals and objectives

This is a rare opportunity to acquire a custom development agency with deep expertise and a proven track record in the expert network space. With over 100 expert network platforms worldwide and increasing regulatory pressure driving demand for compliant technology, the growth potential is significant. This opportunity is ideal for a buyer seeking a defensible niche, enterprise client base, and a scalable B2B technology services model offering both immediate cash flow and long-term upside.

Key Benefits
• Exclusive Market Position: Defined customer profile enables highly targeted marketing
• Anchor Enterprise Client: Primary client is based in NY and is a leading provider of AI-driven compliance solutions tailored for the financial services industry with 1,250+ employees
• Stable, High-Value Engagement: Long-term project contract averaging $200K+, with an auto-renewing agreement in place
• Current Pipeline: Key client is in the process of expanding the current agreement to include an additional 2-3 developers to their account
• Established, Loyal Team: 32 full-time contractors across 16 countries, with strong retention (average tenure: 1.7 years; 25% with 3+ years)
• Low Owner Involvement: Founder spends only ~10 hours/week on high-level account management and business development
• Seamless Transition Plan: Owner is willing to remain post-close for 1-2 years to manage its key client relationship to ensure a smooth and successful handoff
• 99% U.S. Customer Base: The business tailors its services to companies in the expert network industry which are highly stable, high-margin and have stringent regulatory and technical expectations

Financial Strength
This company has built a strong track record of steady growth and long-term client partnerships. The business continues to experience strong growth in both revenue and profitability, with 18% YoY growth and 30% Net Profit margins in 2025 over 2024. This is a huge opportunity to acquire a globally compliant, well established software development agency with deep experience in fintech and financial compliance in the expert network industry.