Equity Partner Sought: Acquisition of $7.3M Revenue Education + SaaS Platform (20% EBITDA Margin, 17-Year History)

Raising $250K–$500K minority equity from a single partner (flexibility to go higher) to close the acquisition of an established, asset-light education and subscription software platform in the income/wealth generation niche. Currently under LOI. The Business • Founded in 2008, 17-year operating history through multiple cycles • $7.3M accrual revenue / $1.4M adjusted EBITDA (~20% margin) • 75% gross margin • ~15% of net revenue from proprietary SaaS (recurring subscription) • ~40-person remote team, institutionalized leadership bench (not founder-dependent) • Diversified customer base, mostly in the U.S. The Deal • Purchase price: $5.8M (4.3x adjusted EBITDA) • Capital stack: senior debt, seller financing, earn-out, rollover equity, buyer equity • Entry priced off normalized, post-COVID economics Full CIM and financial model available under NDA. Where Things Stand • LOI signed in August; last several months spent with the seller building out fully reconciled accrual financials, which the company had not previously completed • Financeable structure finalized with seller • Amended LOI expected in the coming days • Capital conversations kicking off now About Me • Full-time acquisition entrepreneur • Former VP, Investment Banking at TD Securities • Also teach finance professionals at Wall Street Prep, giving me direct category experience with the coaching/education model being acquired Next Step • Happy to jump on a 20–30 minute call DM me here or reach out directly: redacted