About This Practice
*Inquiring buyers will be provided with the full Company Profile. Interested buyers will be asked to complete a Candidate Profile template for the Company to consider. If the Company chooses to follow up with a Candidate’s interest, Poe Group Advisors will arrange an introductory call or virtual meeting between the Candidate and the Company. Further information (including financial and other information) will be provided to the Candidate after the meeting if both parties agree to move forward in the process. Bid/offer process including pricing and structure etc., will follow for selected candidates.
The Company will be receiving Candidate Profiles from interested parties until Friday February 5, 2021.
Update: The Company is now reviewing Candidate Profiles. If you have not submitted a Candidate Profile but wish to, please contact Poe Group Advisors at email@example.com
About this Company:
This Canadian headquartered business is a full finance outsource company focused on growing and transforming growth-stage businesses on an as-needed, on-demand basis. Serving primarily Canadian and US clients, the company provides growth-stage businesses with access to enterprise-scale finance support and technology tailored to the unique needs of each client. The company’s Finance as a Service (FaaS) model includes C-level financial advisory, outsourced accounting and controllership, financial planning and analysis, and funding readiness. The company leverages its proprietary CFO finance process, cloud-based enterprise technology stack, staff of finance specialists, and funding services to optimize their clients’ operations and fast-track their goals.
The company’s service offering creates a reliable, consistent, monthly recurring revenue stream. Exclusive partner arrangements with leading cloud-based ERP and software vendors provides a strong passive revenue stream.
This high growth company is ready and poised for scaling, expanding it’s unique and proven full finance outsource model deeper into the North American and international markets. FaaS is an incredible service offering for the small-to-medium business market, providing access to previously unobtainable financial expertise and technology.
The company’s 3-year projection is staged to exceed $18M CAD in 2023 with this attainable projection supported by modelling and existing growth records
The current team is made up of 40+ finance professionals and 10+ active CFO advisors, each of whom serve a very specific function in the company. The company is highly organized and systematized. Roles are clearly defined. The company leverages cloud-based technology and operates fully remotely, so team members have been hired for their abilities, talent, and overall fit rather than location.
As a means to fuel growth and expedite scaling, the company is seeking an investor, buyer, or merger scenario.
The candidate will recognize this is a unique and strategic opportunity.
Strategic alignment opportunities exist within the accountancy industry where a complimentary service firm would see strong mutual benefit.
The candidate will recognize the solid and proven groundwork already laid, the future in this business model, and the opportunity to scale or integrate with a very progressive existing service company.
The candidate will have a high-level understanding of the operations of an SME business, and will see this as an established venture opportunity in a field directly connected with the accounting industry.
The candidate will have both the business ability, and the financial capability, to pursue a transaction at this level.
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