SBA Pre-Qualified Digital Marketing Agency for Financial Advisors

Asking Price$4,300,000

Cash Flow

EBITDA$874,343

Gross Revenue$1,783,547

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

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SBA Pre-Qualified Digital Marketing Agency for Financial Advisors


Asking Price$4,300,000

Cash Flow

EBITDA$874,343

Gross Revenue$1,783,547

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed


Seller Financing Available
Business Description
Strong Growth in 2026 | $2,500+ Average Monthly Fee | Low Churn
WebsiteClosers® presents an SBA Pre-Qualified B2B Subscription-based Digital Marketing Agency built for a highly specific and valuable niche, offering independent professionals a clear path to consistent client acquisition. Founded in 2020, this company has positioned their services around a repeatable system that blends digital outreach with real-world engagement, giving clients a steady flow of qualified opportunities rather than relying on unpredictable referrals.

This business is SBA Pre-Qualified, providing Qualified Buyers with an opportunity to purchase this business with as little as 10% down, with the balance of the SBA Loan amortized over an entire 10-year period, all at highly competitive interest rates.

This business is a dual-channel model that drives results across both online and in-person environments. Their webinar funnel acts as a steady engine for lead generation, while live educational events provide stronger conversion at the local level. Revenue is based on a subscription model, with an average monthly fee of about $2,567 and client retention of 13 months. This results in a lifetime value near $33,000, increasing as longer-term agreements grow.

Recurring subscriptions represent 98% of revenue, providing a stable and predictable financial base for growth. 98% of new clients are found via social campaigns, producing between 3 to 5 new clients annually. The system has been tested across more than $25 million in campaign spend, giving the platform a level of data depth that most competitors simply do not have. This direct relationship between spend and growth gives a buyer a clear path to scale without needing to test new models from scratch. And while paid acquisition leads the way today, referrals and partnerships are already increasing, adding another layer of opportunity over time. The business maintains a growing internal database of 9,200 active contacts, supported by consistent email-campaign outreach.

The current owner spends around 20 to 30 hours per week focused on oversight, while campaign management, client communication, and delivery are handled by established team members. The platform itself is supported by a centralized technology stack that manages everything from lead capture to follow-up communication. Campaign delivery, automation, and client pipelines are handled within a single environment, giving the business a level of control and consistency that keeps operations efficient while maintaining quality across accounts.

This business can scale without changing its core model. Increasing ad spend could boost client acquisition and revenue, even with small budget increases. Raising rates toward market levels can improve margins without extra work, making this feasible for new contracts. Partnerships in early stages offer significant growth potential; building industry relationships can provide steady prospects and lessen reliance on paid channels. The lead database is underused; re-engaging previous prospects and offering new services can generate more revenue without additional costs.

This company has built a strong position within a growing market that continues to move away from traditional growth methods toward more structured, data-driven systems. Their niche focus, recurring revenue model, and proven acquisition process give the business a solid foundation, while the current setup leaves clear room for expansion. A buyer stepping in is not starting from zero. They are taking over a system that already works, with the ability to push growth further through increased distribution, pricing adjustments, and deeper use of existing data.

Contact WebsiteClosers® today to explore this exceptional acquisition opportunity.

CODE NAME: Project Northstar

WC 3966
About the Business
Years in Operation
6
Employees
6 (3 Full-time, 3 Contractors)
Currently Relocatable
Yes
Listing Info
ID
2487549
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Business Listed by: Ron Matheson WebsiteClosers.com

Listing ID: 2487549 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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