Tech-Enabled M&A Advisory Firm with $100M+ Pipeline and Subscription Revenue

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Financial Details

Asking Price:
$2,795,000
Annual Revenue:
$1,058,000
Cash Flow / SDE:
$679,000
Profit Metric:
Cash Flow (SDE)
Valuation Multiple:
4.1x
Location:
CA, US
Sources:
Date:
November 04, 2025

Key Highlights

Turnkey, tech-enabled M&A platform with proven systems and strong brand presence.
Diversified revenue streams including M&A transactions and established monthly subscriptions.
Massive growth potential via expansion into mid-market deals and leveraging a 100,000+ contact CRM.

Description

This listing offers a rare opportunity to acquire a highly profitable, turnkey, tech-enabled M&A firm specializing in sell-side representation. The platform is scalable, featuring automated workflows, documented SOPs, and a substantial CRM database of over 100,000 active buyer and seller contacts. Revenue is diversified across M&A transaction fees and a strong monthly subscription model. The business operates 100% remotely, making it relocatable, and presents significant upside by expanding into larger mid-market deals and introducing ancillary services like valuations and tax advisory. The seller is offering up to two months of transition training.

Industry Information

Industry Description:
M&A Advisory Firm serving sell-side business owners, utilizing technology and generating revenue through transactions and monthly subscriptions.
Classification:
Financial Services

Operational Snapshot

Year Established:
2022
Reason for Selling:
Illness Retirement

Real Estate & Lease

Status:
Leased_or_remote

Assets & Inventory

Includes Inventory:
No

Broker Contact

Name:
John M.

Listing Details

Listing ID:
cce130d5-57dc-4f69-b80b-0607dcc46b66
Source Listing ID:
2436276
Deal Status:
For Sale
Last Updated:
November 04, 2025
Currency:
USD

Features & Tags

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Tags & Categories
M&A Technology Enabled Relocatable Subscription Revenue High Growth