The offering consists of two vertically integrated entities: a digital marketing agency that specializes in the financial services market and a Software as a Service (SaaS) entity that provides a platform for clients to record and edit videos. The Company’s service offerings include branding and website creation, email and social media campaigns, traditional advertising, fractional chief marketing officer (CMO) services, and marketing consulting.

Key Aspects
· The Company grew revenue and adjusted EBITDA at compound annual growth rates (CAGRs) of 40.9% and 26.5%, respectively, from 2022 to 2025.
· Service contracts provide a source of recurring revenue, which accounted for 100% of the Company's revenue in 2025, and renew automatically on an annual basis.
· The Company maintains SOC 2 Type II compliance.
· Cutting edge technology, such as artificial intelligence (AI) integration, is utilized to support and simplify the creation and client approval processes.
· The broad suite of digital marketing services allow tailored solutions to fit the needs of the Company's loyal client base.
· The Company boasts an experienced leadership team with strong industry backgrounds.

Opportunities
· Extend services to clients in adjacent markets, such as real estate agents and insurance providers.
· Implement a marketing campaign to grow brand awareness in the industry throughout the United States.
· Establish leadership in financial advisor marketing services by doubling down on niche positioning and building scalable, repeatable offerings that drive margins and client retention.
· Monetize a base of 300+ advisor websites by systematically cross-selling high-value, recurring marketing services such as SEO, content, paid media, and ongoing optimization.
· Expand video capabilities into a multi-channel SaaS-style solution by integrating video across websites, email campaigns, content marketing, and social media to increase engagement.
· Leverage the experienced team to accelerate growth, strengthen credibility, and deliver specialized strategies.
· Drive growth through strategic partnerships to consolidate the financial advisor marketing niche and expand capabilities.

Headquartered
· Southwest U.S.

Current Markets
· The Company serves U.S.-based clients in the financial services market, with a focus on financial advisors, regional banks, and enterprise accounts such as broker-dealers and financial technology firms.

Real Estate
· The Company operates from a 3,500 sq. ft. office, which is leased from an unrelated third party, with a lease that is assumable by new ownership post-sale.

Shareholder Objectives
· The Company is owned by two equal owners. One owner is seeking a negotiable transition period and full exit, while the other is open to either a transition period and full exit or remaining with the company post-sale. Ownership is open to a variety of deal structures in order to facilitate a transaction.