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Planstack Software is a well-established SaaS business generating $3,200,000 in trailing twelve-month revenue with $880,000 in EBITDA, representing a 28% margin. The company has built a defensible market position over 10 years of operation.

The business benefits from a loyal, diversified customer base with high repeat purchase rates. Management has successfully navigated multiple economic cycles, demonstrating resilience and adaptability. The company operates with minimal debt and generates strong free cash flow.

This offering represents a rare opportunity to acquire a scaled, profitable operation in a growing sector. The seller is seeking a transition partner who can provide resources and expertise to accelerate growth while preserving the company's culture and customer relationships.

The business is being offered at a valuation reflecting both current earnings power and future growth potential, creating an attractive entry point for value-oriented buyers.

Founded in 2016, Planstack Software has grown from a regional operator to a recognized brand in the SaaS space. The company serves a broad mix of small and mid-market clients across multiple verticals, with no single customer representing more than 15% of revenue.

The business model centers on high-value service delivery with strong client retention. Average client tenure exceeds 4 years, reflecting deep relationships and switching costs. The company operates with a 28-person team organized into delivery, sales, and operations functions.

Geographically, the company serves clients primarily in the continental US with growing remote delivery capabilities. The business has invested in systems and processes that enable scalable growth without proportional headcount increases.

Ownership is transitioning after the founder's planned retirement, representing a non-distressed sale. The founding team will remain available for a structured transition period of up to 24 months.

Planstack Software has demonstrated consistent revenue growth averaging 12% annually over the past three years, reaching $3,200,000 TTM. EBITDA of $880,000 reflects disciplined cost management and pricing power in the core service lines.

Approximately 70% of revenue is recurring or repeating in nature, providing strong visibility into future cash flows. Gross margins have remained stable at 55-60%, with EBITDA margins expanding from 15% to 28% over the past two years through operational improvements.

Working capital requirements are modest, with the business generating cash on a net 30-45 day collection cycle. Capital expenditure requirements are minimal at less than 2% of revenue annually, resulting in EBITDA-to-cash conversion exceeding 90%.

The company carries no long-term debt and maintains a clean balance sheet. A normalized compensation adjustment for the owner-operator role adds approximately $150,000 to reported EBITDA, bringing adjusted EBITDA to $1,030,000.

The SaaS market represents a $50B+ opportunity in the US alone, with mid-single digit growth driven by outsourcing trends and increasing complexity. Planstack Software operates in a fragmented segment where scale, technology, and talent are key differentiators.

Macroeconomic tailwinds including remote work adoption, digital transformation, and regulatory complexity are driving sustained demand for the company's services. The company is well-positioned to benefit from these secular trends through its established delivery infrastructure.

Competitive dynamics favor established operators with proven track records. New entrants face significant barriers including talent acquisition costs, client reference requirements, and long sales cycles. Planstack Software's brand and client roster provide durable competitive advantages.

A strategic or financial acquirer can create significant value through multiple levers. Geographic expansion into adjacent markets could add $500K-$1M in annual revenue within 24 months by leveraging the existing delivery model. Cross-selling additional service lines to the existing client base represents an immediately actionable opportunity.

Technology investment in automation and AI-assisted delivery could expand margins by 3-5 percentage points while improving service quality and throughput. The current technology stack is functional but leaves meaningful efficiency gains on the table for a buyer with platform capabilities.

Bolt-on acquisition opportunities exist in the $500K-$2M EBITDA range at 3-4x multiples, creating immediate arbitrage value for a platform buyer. Management has identified 6-8 specific targets in adjacent markets.

The current management team has expressed interest in remaining post-close with appropriate equity incentives, providing continuity and reducing transition risk. A well-structured management incentive plan tied to growth milestones would align interests and accelerate value creation for the acquirer.