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Identity and Access Management (IAM) Software for Financial Institutions #68554 Sign NDA ► Location Midwestern US 2025 Est. Revenue $2,400,000 2025 Est. EBITDA $490,000 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 informati on. 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 are agents for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Chad Comroe Managing Director, M&A Email: ccomroe@generational.com Office: 972-232-1147 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS With approximately $1.5M in expected ARR, the Company's specialized IAM software is used by financial institutions across the US to simplify information security processes by aggregating multiple disparate systems into a single platform. The software's rules-based permissions streamline mandatory external audits for regulatory compliance as well as the on– and off-boarding of employees. The software is designed for the financial industry, but its core IAM functionality could be adapted to any other industry vertical through new integrations, leaving significant room for growth in both new and existing markets. INVESTMENT APPEAL • Superior Name and Reputation: In business over 15 years, the Company is a respected and trusted software company with an excellent reputation, an exceptional client satisfaction level, and a high rate of repeat business and recurring revenue. • Strong Client Relationships, Specialty Niche: The Company is proud of its strong ties to clients and its reputation for quality work and client service. Management estimates a 99% rate of repeat business, as IAM systems are deeply integrated into client information security processes. • Outstanding Growth Opportunities: Several opportunities exist for the Company to significantly increase revenue and profit, including leveraging the Company's proven reputation to pursue and penetrate new and existing markets. • Management Will Remain through Transition: The officers are willing to remain through the transition period, and would entertain remaining with new management for a longer period of time. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 Chad Comroe is a Colorado Real Estate Salesperson with Generational Equity, LLC, Broker Lic. 100100667.