An established, end-to-end ecommerce and performance marketing agency serving US manufacturers and direct-to-consumer brands across Shopify, Amazon, paid media, and search - with a distinctive secondary niche in the senior living industry. Over a 10+ year operating history the business has evolved from a single-service ecommerce shop into a full-funnel agency that can own a client's entire digital presence, from storefront and marketplace through demand generation and reporting.

The agency generated $3.27M in trailing-twelve-month revenue, anchored by roughly $195K of monthly fixed recurring retainers (~$2.3M annualized, ~72% of revenue), with the balance earned as project work. It serves 55 active clients, all US-based, with annual churn of approximately 5%.

Delivery is fully remote across roughly ten full-time staff and three long-tenured contractors; a physical office is not required to operate the business. The owner is largely semi-retired and is open to a two-to-three-year transition, though a shorter handover can be accommodated.

Key Highlights
Durable Recurring Revenue - ~$195K/mo of fixed recurring retainers (~72% of revenue, ~$2.3M annualized) with only ~5% annual churn, the predictable profile buyers pay a premium to own.

Expanding Earnings - Adjusted SDE has grown from $473K to $1.14M (+144%) since 2023, with margin rising from 15.6% to 35% through disciplined cost control.

Proprietary Data Tooling - Custom dashboards unify Amazon, Google, Shopify and more into a single real-time view that deepens client dependence and supports retention.

A Built-in Growth Channel - A private-equity relationship automatically assigns each newly acquired portfolio company to the agency. Ten are served today; the firm's portfolio numbers in the hundreds.

Long Client Tenure - Many of the largest relationships span ten years or more, and the newest core clients exceed three years, retention well above agency norms.

Untapped Demand Generation - Grown entirely on referral with no outbound sales function - a clear, low-risk growth lever waiting for a new owner.

Operations or Operational Structure
The business operates with approximately ten full-time employees and three long-tenured permanent contractors, all working fully remotely. The organization is built around clearly defined functions - executive leadership, client success, paid search/PPC, Amazon marketplace, web development, Shopify management, email, social, the senior living practice, digital strategy, account management, and lead generation - rather than around any single individual, supporting continuity through an ownership transition.

The owner is largely semi-retired, focusing on cash-flow management and periodic interaction with the private-equity relationship while the team handles day-to-day delivery. Current staff and contractors have indicated a willingness to continue under new ownership.

Financial Strength
Revenue has grown to $3.27M on a trailing-twelve-month basis, anchored by recurring retainers, while profitability has expanded every year for four straight years. Adjusted SDE has grown 144% - from $473K in 2023 to $1.14M - with SDE margin rising from 15.6% to 35% through disciplined cost management. The business carries no deferred revenue, and client contracts are transferable to a new owner.
Adjusted SDE trajectory: FY23 $473K (15.6%) → TTM $1.14M (35%) - four consecutive years of rising earnings. Adjusted SDE normalizes for owner compensation and benefits, owner-specific costs, financing and non-cash items, and genuinely non-recurring items; no speculative or post-close synergy adjustments are included. Full historical profit-and-loss detail and the add-back bridge are available in the CIM and data room.