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Funding Consultancy For Startups— $10M TTM Revenue, $2.5M Profit, 5K+ Clients

P&L Documents (3)Supporting files (1)
Asking Price
$2.5M
Multiples
1.0x profit 0.3x revenue
Annual Growth Rate
+100%
TTM Revenue
$10M
Profit
$2.5M
Last Month's Revenue
$500k
Profit
$70k

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United States

Funding Consultancy For Startups— $10M TTM Revenue, $2.5M Profit, 5K+ Clients

This business helps entrepreneurs secure fast, low-cost capital with a proven credit-stacking strategy. By targeting 0% APR business cards and optimizing lendability (LLC/EIN setup, timing, bank relationships), clients typically unlock $50k–$150k without giving up equity. Built on repeatable coaching and concierge support, it has served 5,000+ customers since 2022 and is bootstrapped, profitable, and growing fast. Strong margins, a CRM-driven operation, and rich cross-sell lanes make it a compelling platform. Key Highlights ✅ $10M TTM revenue; $2.5M TTM profit; 100% YoY growth ✅ $500k ARR adds a stable recurring component ✅ Typical client funding of $50k–$150k at 0% intro APR ✅ Step-by-step coaching and playbooks ensure consistent outcomes ✅ Scalable HubSpot-based ops; minimal tech overhead ✅ Big growth levers: raise prices, boost conversions, SEO/content, digital ads, hire sales, expand markets ✅ High-margin referral upsells to legal, accounting, payments, marketing, hiring, and real estate
Asking Price
$2.5M
Multiples
1.0x profit 0.3x revenue
The asking price divided by TTM net profit and TTM gross revenue.
Learn more about multiples
Asking Price Reasoning
This price reflects the value of the database, employees, accounts receivable (over $26m), marketing assets, systems and processes, potential for further upsells presented to clients. MOTIVATED SELLER, willing to be flexible on price.
Recent performance
TTM Revenue
Trailing twelve month (TTM) gross revenue.
$10M last 12 months gross revenue
TTM Profit
Trailing twelve month (TTM) net profit.
$2.5M last 12 months net profit
Last Months Revenue
Total gross revenue last month.
$500k last month gross revenue
Last Months Profit
Total net profit last month.
$70k last month net profit
Customer metrics
Customers
Total unique customers who have made a purchase.
5,000+ Customers
Annual Recurring Revenue
The total recurring revenue over the last full month, annualized (MRR × 12). Excludes one-time fees and variable usage revenue.
$500k ARR
Annual Growth Rate
The percentage change in revenue over the last 12 months compared to the previous 12 months.
+100% Annual Growth Rate
Churn Rate
The percentage of paying customers lost over the last 12 months.
5-10% stable Churn Rate
Company overview
Date Founded
March 2022
Team Size
Medium (21-100)
Business Model
  • Business-to-business (B2B)
  • Business-to-consumer (B2C)
Tech Stack
  • hubspot
Growth Opportunities
  • Expand to new markets
  • Improve conversion rates
  • New product features
  • Increase pricing
  • Hire a sales team
  • Focus on SEO
  • Increase digital marketing
  • Social media marketing
  • Increase content marketing
Competitors
  • Fund & Grow
Key Assets
  • Domain
  • Intellectual property
  • Customers
  • Marketing materials
  • Social media accounts
  • Website
  • Database
  • Marketing Assets
  • Employees
  • Staff
Acquisition details
Selling Reasoning
  • Starting a new venture
  • Financial gain
  • Business challenges
  • Lifestyle change
Financing
  • Bootstrapped
Verified business
Business address and incorporation certificate verified (US entities only).

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