BUSINESS HIGHLIGHTS
This outstanding acquisition opportunity is for an established, accredited management firm providing support to membership-based organizations. The Company delivers governance guidance, financial oversight, strategic planning, and operational leadership tailored to each client’s needs. Its services enable boards and volunteers to focus on mission, long-term vision, and member value while reducing the burden of daily administration. By integrating strategy, governance structures, organizational culture, and stakeholder communication into a unified management approach, the firm helps build resilient organizations.

INVESTMENT APPEAL
Superior Name and Reputation — The Company has built a superior name and reputation in its niche. The Company is known for its consulting expertise, well documented set of procedures for any 501(c)6 organization (of which there are thousands), quality work, and superior service, which bolster client satisfaction and retention as well as drive referral business.

Strong Client Relationships, High Client Retention — The Company has many longstanding client relationships and a high client retention rate (no client has ever left).

Team Knowledge and Tenure — Clients appreciate the Company’s longstanding and capable team, with elasticity to take on much more should new ownership desire accelerated growth.

Strong Historical Sales and Earnings Growth — Revenue grew at a 9% CAGR while earnings measured by adjusted EBITDA grew at a 12% CAGR between 2023 and 2025.

Profit Percentage is Above Industry Benchmarks — The Company’s 23.8% pre-tax profit margin in 2025 was well above the 15.0% industry benchmark.

NDA Link (copy and paste into browser and follow directions on dealforce.com):
https://generational.tfaforms.net/4660083?DealID=a1LNw000001QJmT