A health and wellness social media marketing agency that has grown revenue 43% annually — from $724K in 2023 to $2.1M over the trailing twelve months — while holding SDE margins above 40%.
Here's what makes this one different from most agencies at this size.

The owner doesn't run delivery. A 15-person team handles all client work under documented SOPs and per-role KPIs. The owner focuses on sales and relationships — and had already documented and begun executing a founder-independence plan (delegated decision rights, a simulated absence, a planned sabbatical) before going to market. When a senior PM departed, the business absorbed it with zero client loss.

The revenue is 100% recurring. All 34 clients pay monthly retainers. There is no project work, no milestone billing, no success fees anywhere in the book — just $1.5M+ in annualized recurring revenue from a diversified base where the largest client is only 7.5% of the total and the top five are 33.5%.
The books are clean and tax-verified. Every transaction across four accounts from 2023 to present was reconciled and ties to filed federal returns within $310 per year. Add-backs are just 18% of SDE — the earnings a buyer underwrites are almost entirely cash operating profit, not adjustments. This is the kind of financial record that clears SBA and buyer diligence without friction.

There's a proprietary AI asset. An internal AI strategy application generates client audits and strategy decks in minutes — accelerating sales and standardizing delivery quality. It turns the owner's methodology into a repeatable process any operator can run.

And the growth is unbuilt. The business hit $2.1M essentially on referrals and reputation. Paid ads have returned ~45:1 on a six-month basis on minimal spend. A new outbound program booked 15 meetings in six weeks. Referral partners can each send 10–25 clients a year. The acquisition levers are proven but idle — the new owner inherits the upside.

Serving founders, functional-medicine practitioners, and published authors, this agency sits in a durable, growing niche with a genuine specialization moat.

Asking $2,784,384 (3.25x SDE), or $2,570,200 all-cash (3.00x). Asset sale, no debt assumed, structured for a clean transition with a full team that stays. Qualified buyers can request the CIM and reconciled financials under NDA.