Established Corporate Financial Management Platform
Financial Service Businesses for Sale
- Primary Category: Accounting & Tax Practice Businesses for Sale
Established Corporate Financial Management Platform | Asking Price: $500,000
This is a rare opportunity to acquire a fully operational, proprietary Corporate Personal Finance Management (PFM) platform built exclusively for businesses and institutional users. Unlike consumer-facing budgeting apps, this platform was engineered from the ground up to address the unique cash flow, compliance, and financial visibility needs of corporate entities. Over $800,000 has been invested to build, develop, and establish this platform over the past decade.
The platform has been operating for over 10 years, serving a loyal base of 200 active corporate users with an established technology stack, proprietary database, and active cloud infrastructure. The business is offered as a complete asset sale — including all software, intellectual property, user base, branding, and operational infrastructure — at a below-market valuation relative to its replacement cost and strategic value.
What you're acquiring:
✔ Fully operational proprietary software platform
✔ 200+ active licensed corporate users
✔ Microsoft Azure cloud infrastructure
✔ 10+ years of proprietary database architecture & IP
✔ All source code, branding, domain & digital assets
✔ 9,200+ social media followers
✔ Established vendor & cloud service relationships
✔ Fixed assets valued at $538,203 — exceeding the asking price
Why this beats Competing Software:
→ Built for corporations, not bookkeepers
→ Real-time financial health dashboard — not just a ledger
→ Client owns all data — no third-party monetization
→ Flat licensing model — no per-transaction fees
→ White-label ready for banks, credit unions & financial institutions
→ Puerto Rico & Latin America market foothold — 10 years established
The opportunity: Infrastructure is built. Users are active. The platform is ready to scale. An acquirer with commercial sales resources can immediately expand the 200-user base into SMEs, cooperativas, and financial institutions across PR and LATAM — or license the platform white-label to banks seeking branded corporate PFM tools. All of this is available at $500,000 — a fraction of the capital already deployed.
An NDA is required for more Information, such as detailed financials, client list, business name, Intellectual Property & More
Financial Information
- $500,000 Asking Price
- On request Cash Flow
- On request Gross Revenue
- On request Down Payment
- Yes Financing
- On request Adjusted EBITDA
Business Location
- City: San Juan
- State: Puerto Rico
Financing Comments
- Open to Offers
Reason for Sale
- Retirement
Detailed information
- Year Established: 2015
- Home Based: No
- Franchise: No
- Relocatable: Yes
- Lender Prequalified: No
- SBA Prequalified: No
- Part-Time Employees: N/A
- Contractors: N/A
- Owner Worked Hours/w: N/A
- Inventory Included: No
- Monthly Rent: N/A
- Real Estate Available: No
- Real Estate Included: No
- Real Estate Value: N/A
- FF&E Included?: No
Facilities
- Digital Web-Based Platform
Market Outlook/Competition
- The platform has been operating for over 10 years, serving a loyal base of 200 active corporate users with an established technology stack, proprietary database, and active cloud infrastructure. The business is offered as a complete asset sale — including all software, intellectual property, user base, branding, and operational infrastructure — at a below-market valuation relative to its replacement cost and strategic value.
Business Listed by
Ricardo Gonzalez
Sunbelt of Puerto RicoContact Business Broker
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