This established marketing technology and revenue operations consulting agency generated $468,000 in revenue in 2025, growing at a 19% compound annual rate over the past three years. The business serves a roster of B2B SaaS and technology companies through a mix of ongoing retainer engagements and project-based work, with the majority of revenue coming from clients billed monthly.

The agency is fully remote and operates with minimal overhead. There are no physical premises, no equipment-heavy buildout, and no inventory. The business runs lean by design: the owner manages client relationships and strategy while a network of specialized subcontractors handles platform-specific execution. Subcontractor spend in 2025 was approximately $101,000, meaning the agency is already partially staffed for a new operator.

Services span the full marketing technology stack: CRM implementation and optimization, marketing automation (HubSpot, Salesforce/Pardot, Marketo), account-based marketing, lead scoring, database management, revenue attribution, platform migrations and audits, and GTM automation using Clay.io. The agency also offers live and recorded team training for B2B clients and individual certification coaching for professionals transitioning into marketing operations roles.

Clients include a mix of well-funded SaaS companies and growth-stage technology firms, several of which have been billing monthly for over a year. The business carries zero debt, holds over $119,000 in cash, and has a clean balance sheet.

The business is well-positioned in a market that is growing rapidly. U.S. marketing automation spend is projected to reach $3.7 billion by 2030, growing at 13.5% annually, and demand for independent consultants who can bridge multiple platforms is increasing as companies look for flexible, expert-level support without the cost of full-time hires.

Full financial documentation including three years of tax returns is available to qualified buyers under NDA. Seller is prepared to provide a structured transition period to ensure client continuity. Contact us today to request the CIM.