Recurring Revenue Compliance Services Platform
Western U.S. Financial Services Licensing and Compliance Provider
On NextCompany since September 30, 2026 (15 days)
Location undisclosed
Business overview
This Western U.S. company provides licensing and compliance services to regulated financial services firms. It handles renewals, amendments, NMLS support, and regulatory consulting for clients across all 50 states and internationally. Since inception, it has served 2,000+ clients and supported 400+ active multi-state licensees. In 2025, recurring revenue accounted for approximately 54.7%, and repeat clients generated approximately 86%. No client exceeded 5% of revenue.
The company reported $3,189,224 in gross revenue and $609,425 in EBITDA. It leases 6,943 square feet and plans fully remote operations by the end of 2026. The sole shareholder seeks a full exit and supports a structured transition, with a possible limited advisory role.
Who is a good fit for this business
- Strategic compliance providers seeking renewals, amendments, NMLS support, and regulatory consulting capabilities.
- Buyers seeking a client base that spans all 50 states and includes international clients.
- Buyers seeking recurring revenue from a business where no client exceeded 5% of revenue in 2025.
Details
- Reason for selling
- The sole shareholder is seeking a full exit from the Company.
- Real estate
- Leased
Frequently Asked Questions
The company handles license renewals, amendments, NMLS support, and regulatory consulting. It serves regulated financial services firms across all 50 states and international clients.
The company has served 2,000+ clients since inception and supports 400+ active multi-state licensees. In 2025, repeat clients generated approximately 86% of revenue, and no client exceeded 5%.
The company reported $3,189,224 in gross revenue and $609,425 in EBITDA. Recurring revenue accounted for approximately 54.7% of revenue in 2025.
The company leases 6,943 square feet. It plans to transition to fully remote operations by the end of 2026.
The sole shareholder seeks a full exit from the company. The owner supports a structured transition and may take a limited advisory role.