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

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Digital Marketing Agency for Financial Advisors in Florida

FL, US
Added 24 days ago
Marketing Agency for Financial Advisors
RemoteAbsentee / Semi-Absentee

This is a Florida-based digital marketing agency specializing in subscription-based client acquisition systems for independent financial advisors, offering webinar funnels, educational events, and automated campaigns with operations managed by a dedicated team.

Key Information

Asking

$4.0M

Revenue

$1.7M

Earnings

$874K

Multiple

4.6x

Key Highlights

  • 6 years in operation
  • Client lifetime value (LTV) is $33,000
  • 13-month average client retention
  • 3–5 new advisor clients added monthly
  • Prospect database includes 28,536 contacts; 9,200+ email contacts
  • Business is remote/relocatable
  • SBA pre-qualified for acquisition financing

Contact Info

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