SBA Pre-Qual Marketing Agency | Financial Advisors | 98% Recurring Rev - Business for Sale

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Digital Marketing Agency for Financial Advisors in Tampa, FL

Tampa, FL, US
Added 25 days ago
Digital Marketing Agency for Financial Advisors
6 years in business
RemoteAbsentee / Semi-Absentee

This is a Tampa-based digital marketing agency specializing in subscription-based client acquisition systems for independent financial advisors, operating with a 98% recurring revenue model and serving clients nationwide.

Key Information

Asking

$4.0M

Revenue

$1.7M

Earnings

$874K

Multiple

4.6x

Key Highlights

  • 6 years in operation
  • Average client lifetime value is $33,000
  • 13-month average client retention
  • 3–5 new advisor clients added monthly
  • 28,536 prospect database and 9,200+ email contacts
  • Business is remote/relocatable
  • SBA pre-qualified

Contact Info

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