SBA PreQual SaaS Business | 100% Client Retention

Broker presents an SBA Pre-Qualified SaaS Business that provides a centralized, white-label business intelligence platform that lets organizations securely deliver dashboards, reports, and analytics to internal teams and external clients. It helps companies turn complex data into branded, self-service insights with role-based access, scheduling, and distribution tools. The company has supported mission-critical reporting operations for more than two decades.

The platform is a mature, web-based hub that enables organizations to publish, manage, schedule, and distribute business intelligence reports through a single interface. The software supports multiple reporting environments within a single system, reducing friction for teams that rely on different tools across departments. Because reporting workflows are deeply embedded into daily operations, customers tend to stay for years, with many relationships lasting well over 10 years.

This business is SBA Pre-Qualified. This means that Qualified Buyers have an opportunity to purchase this business with as little as 10% down, with the balance of the SBA Loan amortized over an entire 10 year period, all at highly competitive interest rates.

Key Valuation Points
• SBA Pre-Qualified
• 22+ Year-Old Software Business
• Global Clientele in North America, Europe, Asia
• $3,000 Average Contract Size
• 100% Retention for an Average of 10+ Years
• 78% Recurring Revenue
• Minimal Overhead and Working Capital
• 3 Diverse Revenue Streams
• Appx. 1,000 Active Clients
• Low Marketing Spend
• No Seasonality

The business operates on a simple, durable revenue model built around software licenses, annual maintenance, and consulting support. Average contract value is around $3,000, and the platform has been installed at approximately 1,000 customer sites worldwide. There is no seasonality in demand, overhead remains extremely low, and working capital needs are minimal. Customer concentration is well distributed, with no single account representing more than roughly 2% of total revenue, which creates stability across market cycles.

Growth to date has come almost entirely from referrals and inbound interest, without any structured marketing effort in place. The owner currently spends few hours weekly handling demos, customer support, renewals, and periodic development updates. Support volume remains light, averaging one to two customer contacts per day, which reflects both the reliability of the software and the experience level of its user base. The global customer base spans North America, Europe, and Asia, with no single client accounting for a significant share of revenue, ensuring a stable, balanced revenue stream. The platform continues to receive regular updates and patches, with new releases planned to ensure long-term relevance and security compliance.

The competitive position is defined by specialization rather than scale. This platform is a narrow yet defensible niche, offering functionality that large enterprise vendors either price far higher or do not fully support within a single environment. They built on a modern technology stack that includes Microsoft IIS, .NET Framework, and SQL Server, supported by reputable third-party libraries. This infrastructure ensures not only seamless performance but also high standards of security and compliance, making the brand a reliable investment for potential buyers.


WC 3898