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Strategy & Technology Solutions Consulting Firm Located in Texas, USA #64517 Sign NDA ► 2022 Revenue Est. $5,300,000 2022 Cash Flow Est. $1,157,000 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. Cory Strickland Senior Managing Director, M&A Email: cstrickland@generational.com Office: 469-965-8686 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS This is a management consulting firm, focused on strategic services, technology solutions and system implementation serving Fortune 1000 and other private mid- market firms across the U.S. The Company offers strategic advisory for firms seeking growth and scalability with an innovative technology, valuable insight through a results-focused approach. Key service lines include strategic services, digital engagement, enterprise architecture, custom development, and ERP / CRM technology implementations. Implementation services are focused on Oracle NetSuite, Sage Intacct, Microsoft Dynamics, and Salesforce platforms. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 Revenue Mix COMPANY STATS 3 yrs of Operations 60+ Active Accounts 80%+ Rate of Repeat Business INVESTMENT APPEAL: - Facilities Will Support Pro Forma Growth: The company's facilities and resources are not currently at capacity, so future growth will be supported by the current personnel and facilities on hand. - Management Will Remain through Transition: The company is confident the business will run & grow with a reduction from five (5) to three (3) Managing Directors, due to redundancy and recent growth. Three MD's are interested and willing to remain with the Company after a transaction to facilitate an orderly transition to new ownership and, as appropriate, assist in achieving long-term strategic growth objectives. - Strong Client Relationships: The company has built an extensive customer list and good industry relationships since its inception. The customer based is loyal, which allows the company to save marketing costs that competitor must foot, both in acquiring new customers & in obtaining repeat business from existing customers. - Diversified Customer Industries: The business serves diversified client markets including insurance, healthcare, financial services, energy & construction, among others. GROWTH OPPORTUNITY Geographic Expansion Service Line Expansion Brand Awareness