Established Provider of Proprietary Personality Assessments and Executive Coaching Services with Highly Scalable Technology and Methodology

Southeast US
Business Services; Education & Government
Client Code: BN000031960
Revenue (TTM): $1,333,246
EBITDA (TTM): $303,019

The company is a provider of proprietary scientifically-based psychometric assessments that provide a framework to accelerate personal and professional development. The company also offers executive coaching services and a recently accredited (ICF) Academy for Laser Coaching for Human Resource and Team Leaders.

Key Aspects

• Operating in growth mode; revenues and adjusted EBITDA grew at a compound annual growth rate (CAGR) of 20.2% and 24.6% from 2018 to 2020, respectively

• Gross Profit margins have averaged 84.6% from 2018 through the trailing-twelve-months (TTM) ending July 31st, 2021

• Revenues through the year to date (YTD) July 31st, of 2021 have increased 41.0% from the year prior

• Extensive research and psychology experience

• In operation for over 15 years

• Clients include Fortune 500 companies

• Assessments are an effective way to turn warm leads into hot leads for training, workshop, and coaching services proposals


• Establish an In-house sales division to enhance global outreach

• Capitalize on the highly scalable and profitable technology and methodology that the company currently has in place

• Expand customer base to include a greater amount of commercial entities

• Expand service offerings on top of the existing assessment platform 


• Southeast US

Current Markets

• The company currently serves technology, pharmaceutical, financial services, healthcare, government, and educational clients located throughout the US and Europe

Real Estate

• The company's operations are fully remote