Financial Services Referral & Lead Generation Business - #2027

Asking Price$5,330,000

Cash Flow
Not Disclosed

EBITDA

Gross Revenue$2,623,000

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

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Financial Services Referral & Lead Generation Business - #2027


Asking Price$5,330,000

Cash Flow
Not Disclosed

EBITDA

Gross Revenue$2,623,000

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

Business Description
TTM March 2026 Revenue: $2,623,000
TTM March 2026 Normalized EBITDA: $1,115,000

2025 Revenue: $2,125,000
2025 Normalized EBITDA: $926,000

Location: Remote
Price: $5,330,000

• Scalable, remote, digital performance marketing platform offering referral and lead generation serving multiple financial product verticals.
• The Business generates 100,000+ qualified applications annually from millions of targeted, underserved financial services consumers.
• Proprietary CRM and automated marketing workflows drive efficient lead routing and partner integration.
• Tenured team and documented processes support scalable operations.
• Consistent profitability with clear expansion opportunities across verticals, partners, and markets.
• Revenue is performance-driven, with variable media spend deployed against defined return targets, allowing the business to scale efficiently based on partner demand.
Listing Info
ID
2480241
Listing Views
153

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Business Listed by: Larry Lawson Viking Mergers & Acquisitions

Listing ID: 2480241 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.


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