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Remote Software Dev Firm in Finance, Compliance, AI

Development for the Expert Network Industry

Sheridan, WY

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Overview

Year Established
2018

Business

Description

Deal Terms
A share sale is preferred over an asset purchase to support a smooth client transition. Given the high client concentration and the seller’s confidence in the long-term relationship with his top client, he is flexible on upfront consideration, provided there is a clearly defined tranche schedule and a minimum of 30% cash at closing. The seller is also open to structuring a portion of the consideration as an earn-out.

Business Overview
This fully remote custom software development company specializes in building enterprise-grade solutions for clients in fintech and financial services, with a particular focus on expert network platforms and compliance technology.

The company maintains a long-term, auto-renewing agreement with a large, well-established enterprise client that generates the majority of its revenue. Supported by a globally distributed team of senior engineers and strategists, the business consistently delivers complex digital products through engineering excellence, product innovation, and AI-driven development.

• Multi-Year History of Client Support - The relationship is governed by a master services agreement
• Deep Technical and Operational Integration - All work is covered by active SOWs, product roadmaps, and SCRUM methodology
• Contractual Rate Progression - A contract amendment was executed in early Jan 2026
• Top Client Incentives Aligned - Top client is under another 24 month earn-out

This is a rare opportunity to acquire a custom development agency with deep expertise and a proven track record in the expert network space. The business stands out for its exclusive market position, stable enterprise relationship, and highly experienced technical team. With its key client based in the U.S. and minimal owner involvement, it offers an attractive combination of low operational overhead and high strategic value.

With over 100 expert network platforms worldwide and increasing regulatory pressure driving demand for compliant technology, the growth potential is significant. This opportunity is ideal for a buyer seeking a defensible niche, enterprise client base, and a scalable B2B technology services model offering both immediate cash flow and long-term upside.

Key Benefits
• Exclusive Market Position: Defined customer profile enables highly targeted marketing
• Anchor Enterprise Client: Primary client is based in NY and is a leading provider of AI-driven compliance solutions tailored for the financial services industry with 1,250+ employees
• Stable, High-Value Engagement: Long-term project contract averaging $200K+, with an auto-renewing agreement in place
• Current Pipeline: Key client is in the process of expanding the current agreement to include an additional 2-3 developers to their account
• Established, Loyal Team: 32 full-time contractors across 16 countries, with strong retention (average tenure: 1.7 years; 25% with 3+ years)
• Low Owner Involvement: Founder spends only ~10 hours/week on high-level account management and business development

Marketing
Marketing is driven entirely by referrals, reputation, and deep industry relationships, no paid advertising required.

Operations
The business is successfully run by one owner working approx. 10 hrs/week handling account management, sales calls, and team 1-on-1s. The Company runs a fully remote operation with a globally distributed team of 32 full-time contractors spanning 17 countries, operating under proven agile workflows optimized for complex fintech builds.

Financial Strength
This company has built a strong track record of steady growth and long-term client partnerships. The business continues to experience strong growth in both revenue and profitability, with 18% YoY growth and 30% Net Profit margins in 2025 over 2024. This is a huge opportunity to acquire a globally compliant, well established software development agency with deep experience in fintech and financial compliance in the expert network industry.

Growth Prospects

The business has significant growth potential through five clear strategies:

• Dominate the Expert Network Industry by proactively pursuing the more than 100+ expert network platforms globally
• Expand into Adjacent Compliance and Legal Tech Verticals where client needs around security, complexity, and regulatory requirements closely mirror its current fintech focus
• Strategic SaaS Partnerships with the founders new SaaS offerings creating a symbiotic relationship acting as the preferred custom dev partner
• Diversify Client Portfolio by reducing its reliance on its primary client by converting its credibility into new enterprise relationships
• Targeted Investment in Marketing and Sales Infrastructure such as LinkedIn content, industry events, case studies, and one or two dedicated business development hires

Sale

Reason for Selling

Pursue Other Interests

Training/Support

Yes

Premises

Location

Sheridan, WY

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