SBA Max $5M Pre-Approval | Exploding SaaS Trading Platform | $5.4M REV, $2.7M+ SDE – UP 212%

  • REVENUE

    $5,461,815

  • INCOME

    $2,714,813

  • MULTIPLE

    2.95x

Asking Price: $8,000,000

Reading Time: < 1 minute

This trading software business represents an extraordinary momentum story in the trading software industry, with trailing twelve-month revenues surging 85.82% to reach $5.46M while SDE has skyrocketed to $2.71M – representing a 212.96% increase. This accelerating growth trajectory is powerfully validated by the company’s record-breaking December 2024 performance, where revenues reached $2.18M with $822K in SDE, demonstrating both scalability and profitability at scale. The business has secured maximum SBA pre-approval for $5M in acquisition financing.

The company’s exceptional performance is driven by successful product innovation, most notably the premium tier launch which enabled 50% higher pricing while driving substantial customer growth to over 10,000 users – a 26% increase from 8,100 in October 2024. This premium positioning has fueled rapidly growing Monthly Recurring Revenue, which has surged from $181K to $270K, supported by robust educational offerings that maintain high customer engagement.

The business operates with remarkable efficiency, requiring minimal owner involvement thanks to well-documented processes and a capable team handling day-to-day operations. Looking forward, the company is positioned for continued growth through multiple vectors, including Indian market expansion, development of its own exchange/charting platform with transaction fee potential, and strategic cryptocurrency partnerships, with 72.1% of current revenue generated through a proven affiliate network.

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Meet Your Advisor

Pat Yates

Pat is a seasoned entrepreneur with a focus on e-commerce.  In 2014 he struck a deal with Robert Herjavec on the Emmy Award winning show “Shark Tank”.  Pat grew a single slipper kiosk business into a multi-million dollar e-commerce focused business.  During that time Pat has done licensing deals with DreamWorks, NCAA, NFL and Disney.  In 2015 he struck up a relationship with Mark the founder of Quiet Light and continued eventually leading him to becoming an advisor.

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