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Description

SaaS Financial Coaching Platform Debt Reduction Sophisticated Reports!
Los Angeles, CA – (Los Angeles County)
Seller Financing Available!
Zip Code: 90025

  • Asking Price: $2,500,000
  • Cash Flow: N/A
  • Gross Revenue: N/A
  • EBITDA: N/A
  • FF&E: N/A
  • Inventory: N/A
  • Established: 1995

Business Description

We are representing a Company that has created a financial coaching system dedicated to not only educate its users, but that can offer a fully holistic and hands-on system that that is able to act as a fully personalized financial coach, all within their Mobile App and PC or laptop SaaS solution. This financial coaching system (in development for 40 years) and software (developed and continuously refined over the past 20 years) is in essence the proverbial bridge between:

  • finding and hiring an individualized and personal financial coach to create a fully tailored financial plan and creating methods to draw down debts (all completed within the software)
  • the many available resources offering mainly an overview or overall theory to spending, saving, taxes, and investing (many of these alternatives offering little to no online tools, and/or a tailored overall roadmap, and/or individualized reports).

With a simple Google search, one would find many options and systems that would offer what is seemingly an online financial coaching system. However with this available solution, with only a user inputting their personal financial information, the system is able to create a number of easy-to-understand reports and a financial plan; in-depth tools and techniques for drawing down debt and for paying off all debts in 9 years or less! (tested and proven, in many cases less than 9 years).

As this software and system has been vigorously road-tested, they have a number of testimonials and user experiences that confirm that this
system is in fact the proverbial bridge between hiring a an individualized coach, and utilizing the many other online systems available today.

This system is able to:

  • offer access to a suite of tools to create specific reports per user
  • help users find at least (for most users) find an additional $300 in income per month, in many cases $1k+ -offer in-depth techniques and methods for drawing down debt and getting out of debt
  • initiatives for tax planning, retirement planning, investing, small business ventures, and real estate ventures.

At this point in time, the Owners spending the last two decades perfecting their online system, and the last four decades perfecting the overall message and techniques in managing personal finances, now recognize that this system is now primed for a ‘flip-the-switch’ moment in marketing the software and app as they essentially carveout a space that is their own within the Financial Coaching industry.

In 2017 Median Household Income in the United States was roughly $61k thousand dollars. While US median household income only last year rebounded to exceed median income figures pre-2008 financial crisis, many economists would argue that real wages for US workers has in fact declined substantially due to rising benefits costs for employers and the rising costs for rents, products and finished goods.

As the average American household is dealing with what is seemingly an ongoing battle with wages, these consumers are constantly bombarded with new and innovative methods from advertisers to influence spending. Social Media today has changed many facets of life including the way that marketers advertise; it is easier today than ever before to gain detailed information on a target-market, and to reach specific groups of the population with specially tailored marketing efforts and advertisements. Earning a higher wage is a luxury that every household would like to accomplish, however without a proper understanding of personal finance a higher wage will often not translate to a balanced financial outlook; making more money is good, however it is usually not a solution to wealth. The solution, is having a systematic approach to managing dollars, and guiding individuals to better understand principles that they may have some understanding of individually, and even less of an understanding collectively, those being:

  • spending
  • debt
  • taxes
  • retirement or wealth planning

Upon completion of an NDA, ProNova Partners will release the comprehensive Confidential Information Memorandum crafted by our firm.

Detailed Information

  • Facilities: Home based business, portable worldwide.
  • Competition: Comprehensive CIM covers this, NDA is required.
  • Growth & Expansion: Comprehensive CIM covers this, NDA is required.
  • Financing: If the price and deal structure is right.
  • Support & Training: Comprehensive CIM covers this, NDA is required.
  • Reason for Selling: Divest to someone better at marketing.

Contact info

Rick Carlson
Rick Carlson

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