SBA Pre-Qualified | 28-Year Software & IT Service Provider | CRM, BI & Email Marketing Automation | Recurring Revenue | 39% Net Profit | < 1% Churn

Deal Pipe® presents a highly profitable and long-standing Software and IT Services provider with nearly three decades of expertise in delivering enterprise-grade technology solutions. This business has developed a powerful niche in software sales, development, and managed IT services, with core competencies in CRM customization, Business Intelligence, and Email Marketing Automation. Their specialized focus on ERP-adjacent technologies has made them a trusted resource among clients running systems like Infor, Sage, and Friedman Frontier.

Business Model

Since its inception 28 years ago, this company has maintained a consistent focus on high-value software and service contracts, boasting an average engagement value of $350,000. Their business model blends upfront implementation revenue with long-term recurring income from IT support, managed services, software commissions, and product sales. Many projects begin with complex CRM integrations or BI initiatives and transition into lucrative, multi-year service agreements.

This operational strategy has resulted in strong annual recurring revenue, and a strong 39% net profit margin. Clients span the manufacturing, distribution, and technology verticals, with most coming through long-standing relationships, referrals, and inbound demand. Client churn is exceptionally low, hovering around 1%, with departures typically tied to corporate M&A activity rather than dissatisfaction. This is a testament to the firm’s deep domain expertise and consistently strong service delivery.

Digital Marketing & Customer Base

The company maintains an extensive internal database of over 250,000 industry contacts—representing an untapped opportunity for outbound campaigns, lead nurturing, and account-based marketing. While current marketing efforts have remained modest, largely leveraging word of mouth and conference participation, a more aggressive digital strategy could accelerate growth across BI, FP&A, and automation services. Additionally, the company’s legacy in ERP-adjacent tech has created a sticky client base with high switching costs and strong lifetime value.

Operations

Operations are highly systematized and handled by an award-winning team of technical experts, project managers, and support personnel. On a typical day, the company manages 20 to 30 client interactions via phone, email, and digital platforms, ensuring client needs are handled swiftly and professionally. The owners are not involved in day-to-day delivery and are willing to remain available post-acquisition to ensure a smooth transition. All operations are fully remote, and the company supports clients nationwide, with no reliance on a geographic footprint.

Growth Opportunities

The business is exceptionally well-positioned for scale. Strategic expansion could come from hiring industry-specific sales talent, building channel partnerships, investing in account-based marketing, or rolling out complementary solutions that further embed the company in its clients’ tech stack. Its presence at trade shows and conferences could also be expanded with minimal investment. Given the massive internal database and existing client satisfaction, the business is ripe for cross-sell and upsell initiatives, particularly in Business Intelligence, FP&A, and marketing automation tools.

Business Broker Takeaways

1. Turnkey Operation with Expert Team – A highly experienced technical staff and a clear operational structure make this a plug-and-play acquisition for a strategic buyer.

2. Long-Term, Recurring Revenue – Nearly all client relationships are built on long-term contracts, generating stable recurring income and predictable profitability.

3. Niche Focus with High Barriers to Entry – Deep expertise in CRM/BI solutions built around complex ERP platforms creates a defensible competitive position.

This opportunity represents a rare combination of recurring revenue, long-standing client relationships, technical specialization, and scalability. With a foundation built over nearly 30 years and a leadership team open to supporting the transition, this business is ideally suited for a strategic buyer seeking immediate profit, low churn, and meaningful growth levers in the software and IT services sector.

This Software Company is Represented by:

Deal Pipe

Software Company Business Brokers

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