Value Engineering & SaaS Strategic Communications

The offering supports high tech business clients to quantify and communicate the strategic business value of technology. The Company has created a leading value engineering SaaS platform to support business development cases for enterprise sales organizations, to create complimentary sales, and promotions of go-to-market assets for accelerated sales.

Key Aspects
• The diversified business model includes segments for an SaaS platform, marketing agency services, and CIO strategy & communication services.
• The subscription model offers high-growth margins and recurring revenue streams.
• The Company has global presence with clients in North America, Europe, Africa, and Asia.
• Approximately 80% of annual revenue is attributable to repeat business.
• The Company is 100% independent and vendor-neutral.
• The Company is trusted by several major tech industry players such as AWS, Microsoft, Oracle, HPE, Forrester, and Cisco.

Opportunities
• SaaS segment of the company has grown from 15% to more than 50% of revenues since 2018.
• Industry demand for the Company’s offerings is expected to grow as clients increasingly adopt artificial intelligence (AI), IoT, cloud, and networking services.
• The Company has the ability to become a part of a larger sales, service, and marketing SaaS solution.
• Increase brand awareness efforts through further investment in marketing and addition of an enterprise sales team focused on accelerating growth.
• Reduce outside consulting expenses by bringing more talented staff in-house.

Headquartered
• The offering operates as a cloud-based Company with employees working remotely across the U.S.

Current Markets
• The Company is headquartered in the U.S. with a client base across North America, Europe, and Asia. Its client success and business value engagements span virtually every industry.

Real Estate
• Beginning in 2020, the Company moved to 100% remote operations. The staff migrated from a physical office space in California to using virtual office services.

Shareholder Objectives
• The majority shareholder is seeking the right strategic partner to accelerate growth opportunities and would like to remain with the Company post sale.