Issue link: http://deals.uberflip.com/i/1489093
Health InfoTech Company Location: Midwest/Great Lakes Region, US #63394 Sign NDA ► FYE June 2022 Sales $1,900,000 FYE June 2022 EBITDA $508,000 DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Prasad "Pat" Karcherla Senior M&A Advisor Email: pkarcherla@generational.com Office: 630-708-2408 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS The Company is a Health InfoTech firm focused on products pertaining to population health, wellness, risk management, and loss control. This information can optimize improvements in prevention, early detection, use and quality- of-care, well-being, and performance, primarily through its HIPAA-compliant platform and custom portals with decision support information, assessment, e- learning, tracking, engagement, data systems, analytics, and administrative support modules. The Company created and implemented new products, services, and updates to help clients navigate 2020-21, and new SaaS support for needs and growth moving forward. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 COMPANY STATS Founded in 1983 400+ active accounts 11 full-time employees INVESTMENT APPEAL • Invested in Future Tech: The Company has invested significantly into Cloud-based and e-commerce technology to drive business in the future through SaaS products. • Significant Copyrighted Material: The Company has proprietary platform software system, modules, e-lessons, health content, materials, and administrative resources. • Expansion: The Company's SaaS business model is well-suited for national expansion with additional marketing and sales budgets. • Underlying Industry Strengths: This industry is relatively recession- resistant and projected to grow, adapting to pandemic, economic and other relevant issues and needs from year to year. • Loyal and Reputed Customer Base: Current clients include five of the most recognized health systems and channel partners in the Midwest, and have been clients for 5-16+ years. GROWTH OPPORTUNITY Product Line Expansion Marketing & Business Development SaaS Development