SBA Pre-Qualified SaaS Business | 100% Client Retention of 10+ Years | 22+ Years in Business | 78% Recurring Revenue | 3 Diverse Revenue Streams

Deal Pipe® presents an SBA Pre-Qualified SaaS Company with 22+ years of experience serving organizations that rely on structured, reliable reporting systems. This business operates a web-based platform that manages schedules and distributes complex business intelligence reports through a single interface. Their software supports multiple reporting environments within a single system, making it a trusted solution for teams that operate across different tools and departments. The platform has become deeply embedded in daily workflows, resulting in long customer relationships and consistent renewals.

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, buyers can secure ownership through a 10-year, fully amortized loan at competitive fixed interest rates, enabling an affordable monthly payment structure and maximum capital leverage.

Business Model

The company operates with a straightforward and proven model centered on software licenses, annual maintenance agreements, and consulting support. Customers typically purchase server-based licenses and renew maintenance annually to receive updates and technical support. Their average contract size is about $3,000, and the platform has been installed at roughly 1,000 customer sites worldwide. There is no seasonality in demand, and no single customer accounts for more than about 2% of total revenue, keeping the revenue base balanced and predictable. Many customers have remained active for more than 10 years, with some using the software for over two decades.

Digital Marketing & Traffic

Growth has been driven almost entirely through referrals, word of mouth, and inbound inquiries. The business has historically relied on product performance and reputation rather than paid marketing. Prospects typically enter through direct inquiries, request a demo, and evaluate the software in their own environment before purchasing. This steady inbound flow, paired with long-term retention, has allowed the company to grow without a formal marketing team in place.

Operations

Daily operations are lean and well contained. The owner currently manages support, demos, renewals, and product updates while working roughly 10 to 20 hours per week. Customer support volume remains low, averaging one to two contacts per day, most handled through email with occasional screen-sharing sessions. The software follows a regular release cycle with ongoing patches and upgrades, ensuring stability and security. Overhead is minimal, working capital requirements are low, and the business operates without reliance on external contractors or complex operational layers.

Growth Opportunities

Clear upside exists for a buyer willing to invest modest resources into growth. Demand is increasing from organizations shifting toward more visual reporting tools, and existing customers are already requesting expanded functionality in this area. Introducing a structured marketing approach, building partner relationships with consultants and integrators, or packaging consulting services into recurring plans could materially increase revenue. Additional gains could come from shortening development cycles with a small technical team and expanding outreach in international markets where reporting infrastructure continues to mature.

Business Broker Takeaways

1. Minimal Owner Involvement. The current owner efficiently manages operations with a commitment of only 10-20 hours per week. This light workload presents an opportunity for a new owner to focus on scaling the business or delegating responsibilities to a qualified manager to further streamline operations.

2. Recurring Revenue Model. With stable recurring revenue streams from maintenance fees and consulting services, the business enjoys high customer retention and offers significant growth potential, particularly in the Power BI segment.

3. Clear Path to Scale. Low historical paid marketing and minimal outbound efforts, leaving obvious room for growth under new ownership.

Summary

This company represents a rare opportunity to acquire a mature SaaS platform with deep customer roots and dependable recurring revenue. Their software is proven, difficult to replace, and trusted across a wide range of industries and geographies. With stable operations already in place and multiple growth levers left unused, the business offers both security and upside for a buyer seeking a reliable software asset with room to expand.

This SaaS Company is Represented by:

Deal Pipe

Software (SaaS) Business Brokers

WC 3898