SBA Pre-Qualified Digital Marketing Agency for Financial Advisors - Business for Sale

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Digital Marketing Agency for Financial Advisors in Tampa, FL

Tampa, FL, US
Added 3 months ago
Digital Marketing Agency for Financial Advisors
6 years in business
Remote

This business is a Tampa, FL-based digital marketing agency specializing in subscription-based lead generation and client acquisition services for financial advisors, operating primarily on a recurring revenue model.

Key Information

Asking

$4.3M

Revenue

$1.8M

Earnings

$874K

Multiple

4.9x

Key Highlights

  • Business was established in 2020 (6 years in operation as of 2026)
  • Business operates on a B2B subscription model with an average monthly fee of $2,567 and average client retention of 13 months
  • Client lifetime value is approximately $33,000
  • Business is SBA pre-qualified and can be acquired with as little as 10% down
  • Business is remote/relocatable
  • Owner spends 20-30 hours per week on oversight; campaign management and delivery are handled by team members
  • Internal database contains 9,200 active contacts

Contact Info

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