SBA Pre-Qualified AI Integration & Data Management Company | 90% Client Renewals | 78% SDE Growth | 11-Year Business | $150K Average Contract Value

Deal Pipe® presents an SBA Pre-Qualified AI Integration and Data Management company that helps large organizations manage, protect, and make sense of their data. This business, originally founded in 2014 and strategically spun off in 2023, has carved a niche for itself by offering specialized services in AI-enhanced data operations, data governance, and cloud system integration. Their primary offerings include subscription-based licenses, staff augmentation, and project-based work, with staff augmentation contributing to a substantial portion of their revenue.

SBA Financing Opportunity

This business has been pre-qualified for SBA financing, offering a distinct advantage to prospective acquirers. For qualified buyers, this means the company meets stringent lender criteria for consistent cash flow, operational stability, and financial documentation, reducing uncertainty and expediting the lending process. With only 10% down required, buyers can secure ownership through a 10-year, fully amortized loan at competitive fixed interest rates, allowing for an affordable monthly payment structure and maximum capital leverage.

Business Model

The company operates a flexible service model centered on long-term client partnerships. Their work covers data integration, data quality, cloud migration, and AI-driven analytics. Projects are offered through subscriptions, hourly consulting services, or fixed-term contracts. Most clients engage under multi-year master service agreements, with an average contract value of about $150,000 and an average customer lifetime value of about $725,000.

Clients appreciate the reliability and depth of service they receive, reflected in a strong 90% renewal rate. Each engagement focuses on delivering measurable outcomes, from improved data quality to full-scale modernization projects that bring legacy systems into cloud environments.

This business stands out as a platinum-level partner of one of the top AI-powered cloud data management solutions, with future partnerships in progress with Salesforce and other system integrators. Their recognition has helped them secure repeat projects and maintain an active base of 4–5 enterprise clients at any given time.

Marketing & Client Acquisition

Customer acquisition is relationship-driven, with nearly all revenue coming from outbound and referral-based efforts. The company maintains over 15 active campaigns through LinkedIn, email, and direct outreach, all managed via an in-house CRM automation system that runs hundreds of targeted calls per day.

Their network includes major system integration partners, which regularly bring in subcontracting and referral opportunities. The company also maintains a verified email database of 5,000 contacts that supports ongoing outreach and remarketing.

Unlike competitors that rely on heavy ad spending, this brand has grown primarily through referrals, professional networks, and ecosystem relationships. The business maintains a strong presence on LinkedIn and uses its website as a lead validation hub.

Operations & Team

Daily operations are managed with a lean and efficient structure. The owner dedicates few hours weekly, focusing mainly on client relationships and high-level direction. The core team includes skilled professionals in the U.S. and an offshore delivery arm in India, which provides continuous project coverage and strong cost control.

The company has detailed SOPs in place for delivery, communication, and quality control. Regular syncs between marketing, sales, delivery, and administration keep operations organized. With clearly documented workflows and strong internal systems, a new owner can transition easily without disruption.

Their proprietary frameworks and internal automation tools set them apart. They own several unique IP assets, including AI copilots for data platforms, as well as multiple modernization and migration frameworks. These assets enable complex data integration to work faster, more accurately, and with greater ease of scale.

Revenue Performance

Steady growth has been a hallmark of this business. Over the past year, they’ve achieved 21% revenue growth and 78% earnings growth, a sign of expanding client confidence and recurring revenue stability. Their long-term partnerships and recurring licensing income ensure consistent cash flow.

They’ve supported over 30 clients since launch, and many remain engaged in ongoing modernization projects. The company’s work sits at the intersection of AI and data, two areas where demand continues to rise across every major industry.

Their track record and expertise position them ahead of smaller integration firms, making them a preferred partner for enterprise migration projects. This level of credibility and technical specialization creates strong competitive protection and repeat business opportunities.

How To Scale

The next phase of growth is clear and achievable. The company can scale AI-driven capabilities for existing data integration clients, introduce new automation tools, and expand geographically. Strengthening inbound marketing through SEO, case studies, and industry webinars could also drive new demand.

The groundwork has already been done, strong IP, loyal clients, high renewal rates, and reliable recurring contracts. With added sales and marketing focus, this business can double its client count without a large increase in overhead.

This company offers everything investors look for: consistent earnings, proprietary assets, long-term client relationships, and minimal operational strain. A buyer stepping into this opportunity will acquire a stable and proven business that continues to grow alongside the world’s shift toward AI and data-driven decision-making.

Business Broker Takeaways

1. Optimized Operations. With a manageable workload of 20-30 hours per week, primarily focused on high-level management and customer relationships, the current owner has streamlined operations through effective use of third-party contractors for payroll, accounting, and legal tasks. This allows a potential buyer to easily step into a leadership role or delegate responsibilities to an experienced COO.

2. Strong Partnerships. The business has established robust partnerships, including being a platinum partner with Informatica and an Amazon partner, and is soon to partner with Salesforce. These strategic alliances enhance the company’s service offerings and market credibility, positioning it as a leader in its domain.

3. Growth Potential. While currently reliant on outbound campaigns and relationship-driven marketing, there is substantial opportunity to expand through inbound marketing strategies, including content marketing, SEO, and enhanced digital presence. This presents a significant opportunity for a buyer to leverage and scale the business further, tapping into new client segments and increasing market share.

Summary

This business represents a compelling opportunity for buyers seeking a highly scalable, technology-driven service company positioned at the forefront of AI, data integration, and enterprise cloud modernization. With recurring revenue streams, long-term enterprise contracts, industry-leading renewal rates, and proprietary IP that creates meaningful differentiation, the company operates with low owner involvement and a proven delivery infrastructure in both the U.S. and India. Its platinum-level and emerging partnerships open doors to steady subcontracting and direct enterprise engagements, while its track record of earnings expansion and operational efficiency provides confidence in continued performance. For a buyer looking to acquire a stable, growing, and strategically positioned AI-enabled services firm, this opportunity offers the ideal combination of financial strength, defensible competitive advantages, and clear pathways for rapid scale.

This AI Company is Represented by:

Deal Pipe

AI Business Brokers

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