Digital Marketing Agency For Financial Service Businesses For Sale - Business for Sale

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Digital Marketing Agency & SaaS for Financial Services in Southwest US

US
Added 23 days ago
Marketing, Web Design, & Web Development Agencies, Financial Services, SaaS
5 years in business
Remote

A Southwest U.S.-based digital marketing agency and SaaS platform serving financial services clients, offering branding, website creation, and marketing services.

Key Information

Asking

–

Revenue

$2.6M

Earnings

$647K

Multiple

–

Key Highlights

  • 5 years in operation
  • Serves U.S.-based financial advisors, regional banks, and enterprise clients
  • Includes a SaaS platform for client video recording and editing
  • Operates from a 3,500 sq. ft. leased office (assumable lease)
  • SOC 2 Type II compliant
  • Two equal owners; one seeking full exit, the other open to exit or remaining post-sale
  • Relocatable business

Contact Info

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