Marketing Technology Company

The Company is a marketing technology firm with a dedicated team that provides required development and project management along with associated services of strategy, design and content. The Company specializes in custom websites, experience management systems, and proposal automation systems.

Key Aspects
• The Company has maintained strong financial margins with gross profit averaging 76.6% from 2022 through 2024.
• The Company's experienced research and development team have created powerful web-based platforms for enterprise websites and experience management systems with the newest experience management platform launched in 2022 and with significant further enhancements launching in 2025. The website platform has a scheduled roadmap of updates for each year.
• The Company is respected as one of the early leaders in experience management and proposal automation systems with some of the world's largest law firms as clients.
• The Company has low client concentration, with no clients accounting for more than 10% of revenue in 2024. Additionally, the Company has high year over year client retention - an average over its 19-year history of 7 years.
• The Company has received several national awards for marketing products and services, including from the National Law Journal, New York Law Journal, Legal Marketing Association (LMA), and Legal Times

Opportunities
• Prioritize sales outreach efforts, emphasizing new product platforms and the Company’s differentiating implementation style and success to increase market share.
• Expand the Company's target audience to include other professional services companies such as accounting, architecture, investment banking, private equity, and engineering firms.
• Conduct a targeted marketing campaign, inclusive of major project press releases, to increase Company exposure and brand awareness.
• Continue to develop new features and functionality for the Company’s platforms so it can offer the latest available web-based technologies to clients.

Headquartered
• Southwest, US

Current Markets
• The Company offers sophisticated marketing technology implementations to professional services firms, with a focus on mid-sized to large law firms across the US.

Real Estate
• The Company operates entirely remotely, with a majority of the workforce located in the southwest US.

Shareholder Objectives
• The Company has one majority owner and two minority owners, one of whom is recently retired. Ownership is seeking a buyer that can contribute to and facilitate the Company’s further growth, and the owners are open to various deal structures to execute a transaction.