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Software Development Specializing in HealthCare Technology Location: Oklahoma, USA #69034 Sign NDA ► 2025 Revenue Est. $1,100,000 2025 Owners CashFlow Est. $291,000 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. Milt Flinn Senior M&A Advisor mflinn@generational.com Office: 941-730-0199 Generational Group 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS: The Company is a privately held software company that, specializes in Electronic Health Record (EHR) and practice management solutions. The Company has built a strong reputation for delivering affordable, scalable, and compliant software through its flagship platform, Electronic Health Records. With over two decades of industry experience, the Company has become a trusted partner to providers navigating complex clinical, billing, and regulatory environments. The Company's mission is clear: to help and support mental health and substance abuse agencies of any size as they do great work, by providing them the best EHR software and team of experts that will address all of their needs. This mission is reflected in every aspect of the Company's operations, from its transparent pricing and live customer support to its proactive compliance updates and AI-enhanced tools. With a leadership team deeply involved in day to day operations and a loyal, referral-driven client base, the Company is well-positioned for continued growth and expansion into new markets. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 COMPANY STATS: > Founded in 2001 >16 FT & 5 PT Employees > 99% Repeat Business Rate > 140+ Active Accounts > 4,649 Sq. Ft. Office Space INVESTMENT APPEAL: • Superior Name and Reputation: The Company enjoys a long-standing reputation for the quality of its services, expertise, dependability, and superior customer support. The Company's reputation in the industry is the result of conducting business with a philosophy that is supported by professionals, principals, values, and ethics. As a result, the majority of the Company's business is from repeat business and referrals. • Diversified Customer Base: The Company has developed an excellent reputation within the local area for supplying high quality and high value. Over the historical period, the Company experienced no significant customer concentration, helping ensure that it will not be significantly impacted by the loss of a single account. • Customer-Centric Support Model: The Company's reputation for live, responsive customer service and proactive compliance assistance has driven high client satisfaction and a 99% repeat business rate, setting it apart from competitors with slower, ticket based systems. • Transparent Pricing: The Company's fixed-fee pricing model is significantly more predictable and cost-effective than the percentage-based billing models used by many competitors, making it especially attractive to smaller and Medicaid- focused agencies. GROWTH OPPORTUNITY > Deeper Monetization of Existing Client Base > Strategic Partnerships and Referral Networks > Product Diversification > Geographic Expansion 2024 Revenue Mix