SBA Pre-Qual Marketing Agency | Financial Advisors - Business for Sale
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Digital Marketing Agency for Financial Advisors in Tampa, FL
Tampa, FL, US
Added 26 days ago
Marketing Agency for Financial Advisors
6 years in business
RemoteAbsentee / Semi-Absentee
This is a Tampa, FL-based digital marketing agency specializing in subscription-based client acquisition systems for independent financial advisors, utilizing webinar funnels, educational events, and automated campaigns.
Key Information
Asking
$4.0M
Revenue
$1.7M
Earnings
$874K
Multiple
4.6x
Key Highlights
- Business is 6 years old
- Average client retention is 13 months
- Business serves independent financial advisors and adds 3–5 new clients monthly
- Prospect database includes 28,536 advisor contacts and 9,200+ active email contacts
- Business is remote/relocatable
- SBA pre-qualified for acquisition financing
Contact Info
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