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 2 months ago
Marketing Agency for Financial Advisors
6 years in business
RemoteAbsentee / Semi-Absentee
Digital marketing agency based in Tampa, FL providing subscription-based client acquisition systems for independent financial advisors, utilizing webinar funnels, educational events, and automated follow-up 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
- Client lifetime value (LTV) is $33,000
- Business adds 3–5 new advisor clients monthly
- Prospect database includes 28,536 contacts; email database has 9,200+ active contacts
- Business is SBA pre-qualified
- Business is remote/relocatable
Contact Info
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