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Asking Price: Not Disclosed

Fast Growing Marketing Tech Software Platform

Not Disclosed, NY
Not disclosed

Software business in the webinar and virtual event category, offered confidentially and without a published price.The platform lets customers run webinars from a browser — live, automated on a schedule, or on demand. Attendees join by clicking a link, with no download and no account to create. Hosts get registration pages, email and SMS reminders, in-webinar offers and calls to action, live chat, replays, and attendance and conversion reporting in one place. The product is built around the webinar funnel rather than around video conferencing, which is what separates it from the general meeting tools buyers will compare it to.Revenue is recurring and self-serve. Customers find the product, choose a plan, and run their own setup. That keeps the cost of serving an additional customer low and makes the economics straightforward to underwrite.The customer base is spread across small businesses and marketing teams that use webinars to sell — agencies, consultants, coaches, course creators, and B2B software companies. No single account carries a meaningful share of revenue.This fits a few buyer profiles: an existing SaaS operator or holding company that can put the product into a portfolio with shared support and infrastructure, a marketing technology platform that would rather buy a webinar capability than build one, or an independent sponsor or search fund looking for a recurring-revenue software business with an installed customer base and a working product.Financial details, growth history, customer metrics, and the identity of the business are available to qualified buyers after a signed confidentiality agreement.

Cash Flow $565,283
Revenue $1,523,808

Asking Price: $75,000

22 Year Home-Based Mobile Billboard Business

Not Disclosed, GA
Rockdale County

20 Year Home-Based Mobile Billboard Business – Semi-Absentee, Low Overhead – Owner Retiring Established mobile billboard advertising business with more than 20 years of operating history. The company provides targeted mobile advertising campaigns using a dedicated billboard truck that can be routed through specific geographic areas, commercial districts, events, and high-traffic locations selected by the customer. This is target marketing in its most direct form: rather than placing an ad and waiting for the right audience to see it, the campaign is driven straight to the specific neighborhoods, events, and high-traffic locations where an advertiser's potential customers already are. The business operates with a simple, low-overhead model and can be managed on a semi-absentee basis. The owner primarily handles incoming customer calls, confirms campaign dates, and coordinates scheduling. An independent contractor (1099) driver operates the mobile billboard truck for approximately eight hours per contracted advertising day. Banner production is outsourced to a third-party sign company, eliminating the need for in-house printing equipment or production staff. The business is home-based and does not require a commercial office, storefront, or warehouse. The primary physical requirement is a suitable location to park the truck when it is not operating. The current owner is retiring and presently works primarily with past and repeat customers rather than actively advertising or pursuing new accounts. This creates an attractive opportunity for a buyer seeking a manageable existing business with significant potential for growth.

Cash Flow $33,818
Revenue $68,360

Asking Price: $10,000

Thriving Wine & Beverage Industry Publication Bus.

Not Disclosed, IA
Humboldt County

Discover a unique and thriving opportunity in the wine and beverage industry with this established B2B publication business. This enterprise boasts two niche publications. These publications are offered in both print and digital formats, with physical prints released six times a year.The business delivers to a targeted audience of 10,000 industry professionals, providing valuable insights and trends. Each issue features between 60 to 70 advertisements, with an average ad rate ranging from $1,400 to $1,600. This results in consistent, contractual revenue streams, typically spanning 3 to 6 issue runs. The current advertiser lifetime value averages nine years, demonstrating strong client retention and satisfaction.The revenue model is 100% ad-based, ensuring steady cash flow without relying on subscription sales. With only one dedicated salesperson managing all sales activities, the business operates efficiently and effectively. The business is home-based, offering low overhead costs and flexibility for the owner. The seller is committed to a smooth transition, offering exceptional support and training. Additionally, the experienced and dedicated staff are willing to continue with the new owner, ensuring continuity and stability.For further details, including a confidential opportunity summary with financials and photos, please request more information using the form on this page. Upon request, a Non-Disclosure Agreement (NDA) will be promptly emailed to you.

Cash Flow Not Disclosed
Revenue $555,535

Asking Price: $400,000

Established Marketing & Creative Services Agency

Not Disclosed, MI
Oakland County

This is an excellent opportunity to acquire an established marketing and graphic design business with more than 20 years of experience serving businesses and organizations across a diverse range of industries. The company specializes in outsourced creative services, helping clients develop professional, consistent marketing materials without the need for a full-time in-house design team. Services include graphic design and branding, logo development, printing, direct mail, presentation materials, product packaging, event materials, and digital marketing. Key strengths include: ~More than 20 years of established operating history~Diverse B2B client base across multiple industries ~Recurring demand for outsourced marketing and creative services~Experienced creative team and established operating systems~Multiple revenue streams across design, printing, direct mail, and digital marketing~Significant growth potential through expanded digital marketing, client acquisition, and additional outsourced services.This turnkey opportunity is ideal for an entrepreneur, marketing professional, graphic design firm, advertising agency, or strategic buyer looking to acquire an established creative services business with a loyal customer base, experienced team, and multiple avenues for continued growth. For more information contact Jessica Starks.

Cash Flow $160,189
Revenue $533,547
$ Owner Financing Available

Asking Price: $2,195,000

+10 year old Marketing Agency serving Faith-based

Not Disclosed, NC
Not disclosed

10 year old Marketing Agency serving Faith-based OrganizationsThis established, full-service marketing and advertising agency has operated for more than 10 years and developed a strong reputation serving businesses and mission-driven organizations within specialized market segments.The agency provides integrated marketing strategy, branding, digital advertising, SEO, web design, content development, media buying, consulting, and executive coaching through a collaborative service model and a proprietary strategic framework.The business generated approximately $1.9 million in 2025 revenue and approximately $540,000 in Seller’s Discretionary Earnings, representing an attractive 28.5% SDE margin.This opportunity may be particularly attractive to an established agency, marketing platform, or experienced operator seeking an immediately accretive acquisition with an existing team, established client relationships, broad service capabilities, and opportunities to accelerate growth. Key opportunities include expanding business development, increasing recurring and contracted revenue, leveraging the existing client base for additional services, and reducing customer concentration.Ownership is pursuing retirement and is willing to consider an extended transition period for the right buyer, providing an opportunity to support continuity of key relationships, institutional knowledge, and client retention during the ownership transfer.

Cash Flow $540,058
Revenue $1,896,832

Asking Price: $550,000

SBA Pre-Qualified Digital Marketing Agency

Tampa, FL
Hillsborough County

WebsiteClosers® presents a highly profitable Digital Marketing Agency with a 7-year operating history, a strong base of recurring revenue, and five consecutive years of growth. The company has developed meaningful expertise across Automotive, Powersports, Motorsports, Dealerships, Parts Suppliers, Auto Recyclers, Golf Carts, and Outdoor Recreation—industries where specialized knowledge and established relationships create a meaningful competitive advantage. Most notably, the business has achieved approximately 48% average annual growth despite having virtually no structured customer acquisition engine of its own.The business is SBA Pre-Qualified, providing qualified buyers the opportunity to acquire the company with as little as a 10% down payment, a 10-year repayment term, and industry-leading rates. Financing remains subject to buyer qualification, lender underwriting, and final approval.Revenue is anchored by more than 28 active retainer accounts, including 22 clients that carried forward from the prior year and several relationships dating back to 2022. This recurring client base has been built primarily through referrals, industry relationships, event sponsorships, and demonstrated client results rather than paid lead generation. The model has produced not only consistent top-line expansion but substantial operating leverage, with net margins improving from approximately 26% to nearly 38%.The agency delivers a broad suite of recurring and project-based digital marketing services, including SEO, paid search management, email marketing, website development and maintenance, online listing management, and strategic consulting. It supports clients across WordPress, Shopify, and BigCommerce and has recently introduced three additional service lines, creating further opportunities to increase revenue per client and expand into adjacent markets.A lean, experienced five-person contractor team manages the majority of day-to-day fulfillment, including SEO, paid media, email marketing, web development, technical support, and project management. The owner has successfully transitioned into a primarily strategic role, spending only a few hours per week on client communication, strategy, and team oversight. Importantly, client relationships and service delivery are distributed across the organization rather than being dependent entirely upon the seller.Perhaps the most compelling opportunity for a buyer is what the company has not yet done. There is currently no meaningful paid acquisition program, remarketing strategy, consistent social media program, formal outbound sales function, or comprehensive SEO initiative driving leads into the agency itself. Even the existing database of past and present clients remains largely underutilized. A buyer with stronger sales and marketing capabilities could introduce systematic outbound prospecting, paid acquisition, referral programs, client reactivation, cross-selling, and AI-supported marketing while continuing to leverage the company's established reputation within attractive niche verticals.Additional expansion opportunities exist within golf cart dealerships, automotive recycling and salvage, Powersports, and outdoor recreation, where the company already possesses relevant expertise and industry credibility. The combination of specialized market knowledge, recurring revenue, expanding margins, low owner involvement, and significant untapped customer acquisition channels creates a compelling platform for continued growth.The seller will provide up to 30 days of transition and training to support the transfer of client relationships, team oversight, and operational knowledge. Seller financing may also be considered for a qualified buyer.Contact WebsiteClosers® today to learn more about this SBA Pre-Qualified, recurring-revenue Digital Marketing Agency and the substantial scale opportunities available to its next owner.CODE NAME: WaterfallWC 4089

Cash Flow $164,000
Revenue $422,000
$ Owner Financing Available

Asking Price: $1,700,000

Award-Winning Midwest B2B Branding, Digital Marketing & Web Development Agency — $1.77MM Revenue / $447K Cash Flow. SBA Financing is Available. 59778

Not Disclosed, MN
Hennepin County

This award-winning, Midwest-based B2B branding, digital marketing and website development agency combines a 40-year operating history with long-standing Fortune 500 relationships, a specialized position in Private Capital, recurring and repeat revenue, and proprietary industry-specific platforms and methodologies. The Company serves clients nationally across Private Capital, Industrial, Healthcare/MedTech, Consumer Products and other B2B markets.The business represents an attractive opportunity for either an owner-operator or a strategic buyer seeking an established add-on platform with an experienced team, differentiated market positions and multiple avenues for growth.•40-year operating history with long-standing Fortune 500 and middle-market client relationships. •Established Private Capital specialization serving private equity firms, investment banks and sponsor-backed portfolio companies. •Approximately 80% of 2025 revenue generated from recurring and repeat client relationships. •Proprietary, industry-specific platforms and methodologies supporting efficient website and digital delivery. •Comprehensive capabilities including brand strategy and identity, AI-enabled WordPress website design and development, SEO and AI-search optimization, digital advertising, content and marketing communications. •Recurring website hosting, security and maintenance programs supporting approximately 70 client websites. •Experienced, long-tenured team capable of carrying day-to-day client delivery. •Asset-light, relocatable operating model serving clients nationally. •Multiple growth opportunities across Private Capital portfolio companies, enterprise accounts, proprietary platforms, AI/search and digital demand generation.•Remote operations: All employees and operating functions are remote, reinforcing the asset-light and highly transferrable nature of the business. Revenue and Owner’s Cash Flow have increased substantially from 2024 levels. The business is offered at $1.7 million. SBA financing is available for a qualified buyer with $200k down.

Cash Flow $447,374
Revenue $1,769,964

Asking Price: $1,150,000

Scalable Platform for Apparel Line Development

New York, NY
New york County

Founded in 2008, this is a New York City-based business where they act as an outsourced production management firm. The Company primarily works with private fashion entrepreneurs, clothing startups, apparel brands, and established textile companies seeking support in product development, manufacturing, brand growth, or production operations. They provide an end-to-end suite of services that includes material sourcing, factory placement, production oversight, strategic advising, online courses, branding assistance, and sales coaching. Production management is the Company’s principal service, supported by advisory and educational offerings. The Company operates from a centralized office in New York City. The team consists of a Production Manager, Production Assistant, Marketing Manager, and an intern. The team is supported by specialized contractors who provide pattern making, sample making, marketing, SEO, and website-development services. The owner spends time on sales and strategic advising. Seller is happy to stay on board for 1-2 years and carry a 10% promissory note as a show of good faith in the continued success of the business post close. With a purchase price of $1,150,000 this business is primed and ready for a new owner to step in and continue with a legacy that has been built over the past 2 decades. Key growth opportunities include expanding their online courses, converting their existing expertise into additional digital educational products, and strengthening the sales and ecommerce support. A buyer could also benefit from their established supplier and factory network, repeatable operating systems, organic referral channels, industry visibility, and longstanding reputation within the production market.

Cash Flow $331,991
Revenue $940,528
$ Owner Financing Available

Asking Price: $250,000

B2B Signs & Graphics Franchise Resale – Dallas, TX

Dallas, TX
Dallas County

This is a great opportunity to purchase a top rated B2B signs and graphics franchise brand that has a long history of producing fantastic results. The business is located in Dallas in a prime location and offers decades of superior performance. The signs and graphics industry is a B2B service with professional clientele, providing signs and graphics solutions for the entire business community – every industry and for businesses large and small. This signs and graphics franchise resale opportunity is with one of the most respected brands in all of franchising. The state-of-the-art facility is a 3,600 square foot location and has all production capabilities in house, with all the latest equipment and technology available. The store has a well-trained and tenured staff in place along with a stable customer base built by offering superior customer service. The business has a superb rating on Google reviews! This B2B signs & graphics franchise resale offers: * Business to Business Hours of Mon – Fri, 9:00 am – 5:00 pm * Recession resistant business * High Repeat Customer rate * Great Profit Margins * Light Manufacturing / Large Format Printing Environment – Clean and Neat! * Professional and skilled employee franchise model * Technology driven business supported by a World Class franchisor that receives the highest accolades in franchisee satisfaction! No previous sign experience necessary as top-rated franchisor will provide initial training and ongoing support. This opportunity is priced to sell and will go quickly! Revenue of $724,846 Assets $45,000 Asking Price of only $250,000 VERY MOTIVATED SELLER! This is an incredible buying opportunity.

Cash Flow $35,000
Revenue $724,846
$ Owner Financing Available

Asking Price: $350,000

Established Marketing & Web Agency, 13 Years | $494K Recurring Retainers | Salaried Directors Run Delivery | Fully Remote & Relocatable | Arlington,VA

Not Disclosed, VA
Arlington County

An established full-service marketing agency and strategic consultancy, operating for thirteen years and offered for the first time. It delivers marketing strategy, brand and creative, digital marketing, and website design and development to a national and international client base — venture- and private-equity-backed technology companies, growth-stage businesses and mature enterprises, alongside a long-standing roster of professional associations and nonprofits.A BUSINESS, NOT A JOB. Two salaried, credentialed directors. A Director of Brand & Creative Strategy and a Director of Digital Marketing— perform the substantial majority of client delivery, supported by four specialist contractors covering WordPress development, Drupal development, graphic design and creative strategy. Ownership deliberately converted delivery from a subcontractor network to a salaried in-house team to build institutional capability that survives a change of ownership. A buyer acquires an operating agency with a delivery bench already in place, not a book of business dependent on one individual.CONTRACTED RECURRING REVENUE. Ten fixed-fee monthly retainer relationships produce roughly $40,000 per month. With remaining contracted project milestones the committed base is approximately $515,280.A DURABLE CLIENT CORE. Seven clients have produced revenue in each of the last three fiscal years and account for 63.1% of current-year revenue, spanning both technology and institutional segments. Among clients of material size, the agency retained six of seven and then seven of eight across the last two annual periods. Relationships are multi-year and frequently multi-service, combining ongoing retained programs with discrete website and rebrand projects.PROPRIETARY DEMAND GENERATION. The agency publishes a proprietary Marketing Maturity Model with a companion interactive Assessment, an 'Ask the Experts' interview series and a long-form content library, which together generate inbound inquiry with no paid acquisition spend and convey with the business. It has also built an AI-assisted delivery platform on Anthropic's Claude and a set of AI-enabled service offerings, and reports acceptance into OpenAI's advertising beta. No revenue is attributed to these in the asking price — they are upside.ASSET-LIGHT AND PORTABLE. No term debt, no capital leases, no vehicles, no fixed assets and no leased production facility. Operations are fully distributed and the only facility arrangement is a virtual office and mailing-address service . The business can be run from anywhere and relocated at nominal cost.CREDENTIALS. Virginia SWaM certification (renewal in process) supports public-sector and institutional procurement, alongside award-winning creative capability and thirteen years of reference work in the association and nonprofit sector.FINANCIAL SUMMARY. Approximate FY2025 revenue of $700k produced Seller's Discretionary Earnings of $188k. The seller discloses openly that the current year is tracking below that result: FY2026 revenue is annualizing to approximately $615k with SDE of approximately $121k. CIM has additional details.GROWTH WITHOUT GEOGRAPHIC EXPANSION. The agency sells nationally while working its own metropolitan market only opportunistically — a market containing roughly 62,000 nonprofit organizations and 2,500 trade and professional associations, precisely the segment in which it already holds certification, published methodology and a decade of reference work. A comprehensive Confidential Information Memorandum — with full client-level revenue detail, retention and cohort analysis, the complete retainer book, valuation support and a candid account of accounting presentation items — is available to qualified buyers on execution of a confidentiality agreement.

Cash Flow $188,000
Revenue $700,000
$ Owner Financing Available

Asking Price: $800,000

SaaS & Marketing Automation Company

Tampa, FL
Hillsborough County

WebsiteClosers® presents a B2B SaaS and Marketing Automation Company for independent Medicare, ACA, and Health Insurance Agents and Agencies across the United States. Founded in 2022, this business combines CRM tools, pre-built compliance-ready campaigns, AI voice and chatbot features, a unified communications inbox, automated client retention and referral systems, recruiting campaigns, website hosting, and insurance-focused templates in one platform. Instead of asking clients to build complex workflows from scratch, the company gives them a ready-to-use system supported by hands-on training and ongoing guidance.The platform runs on established third-party infrastructure that manages core software development, security, uptime, and system updates. No coding is required to operate the company. A certified outside support provider handles technical tickets 24/7, while the owner focuses on onboarding, training, insurance-specific automations, annual compliance updates, and marketing customization. This setup keeps the operation fully remote, with no inventory, physical office, or payroll.Key Valuation Points• High YoY Growth• No Physical Office Requirement• 90% Net Margins• $13,900 Monthly Revenue• 25% Annual Revenue Growth• 100-110 Active Clients• 350-450 Monthly Website Visitors• Up to 180 Days Transition Support• Proven CRM in Niche Market• High Client Retention with Lifetime PlansThe company serves approximately 100–110 active clients, ranging from solo agents to growing agencies. Most clients remain for at least one year, while some have stayed for nearly 3 years. One of the earliest large agency clients reported a 42% improvement in client retention during their first year with the platform. Since clients run key communications, campaigns, appointments, reviews, referrals, and follow-up processes through the system, the service becomes a central part of their daily operations.Revenue comes from monthly software plans, lifetime access packages, recurring usage charges, enterprise and white-label accounts, and marketing services such as recruiting campaigns, automated webinars, newsletters, paid ads, and social media management. The company recorded a 57% increase from 2024 to 2025, with continued growth through the TTM, and net margins remained between 81% and 89%. Growth has come mainly from referrals and agency relationships, adding about 3–4 clients per month with very little formal marketing. The website receives roughly 350–450 monthly visits without an active SEO plan, blog, or consistent social media strategy, leaving several proven and untouched marketing channels available to a buyer.Growth opportunities include restarting paid campaigns after adding account managers, sales support, and onboarding staff. A buyer could also expand the enterprise and white-label offering, build out the affiliate program, market to available lists of licensed agents, add regular YouTube and social content, and introduce SEO and cold email campaigns. New automation packages for life insurance, final expense, and property and casualty insurance could open more customer segments. Existing lead-vendor and commission-tracking relationships also provide room for new service income. The current owner is committed to facilitating a smooth ownership transition, providing training and support to ensure ongoing success. This business represents a unique opportunity to scale an already successful business model within a burgeoning industry.Contact WebsiteClosers® today to explore this exceptional opportunity and take the next step towards owning a pioneering platform in the insurance CRM market.CODE NAME: Project AutomationWC 4073

Cash Flow $150,221
Revenue $165,318
$ Owner Financing Available

Asking Price: $2,000,000

Award-Winning Marketing & Digital Services Agency

Tampa, FL
Hillsborough County

WebsiteClosers® presents an Award-Winning Digital Marketing Services Agency backed by a 25 Year operating history, predictable client work, and a skilled team that manages daily service delivery, allowing for semi-absentee ownership.This business specializes in SEO, paid search, web development and maintenance, hosting, content, social media, geofencing, branding, and campaign reporting. Their client base spans small businesses, mid-market companies, large organizations, nonprofits, and government entities, giving the operation a broad mix of accounts without dependence on one industry.Key Valuation Points• 25 Year Marketing Agency• 57% Profit Margin• 5 Year Average Client Tenure• Semi-Absentee | Full Team in Place• Average Client Retention: 5 years• 29% to 57% Profit Margins• 6.7-Year Client Relationships• 96% Recurring Revenue • $177 Average Order Value• 1% Customer Churn Rate• $843.48 Billion U.S. Market Growth by 2025• PGAMA Award RecipientThe agency has built strong client loyalty, with relationships averaging more than 5 years and some nearing 7 years. Churn averages one client or less each year, and most departures have resulted from management choosing to step away from low-margin or poor-fit accounts. The business also adds 2 to 5 new clients annually through referrals and their long-standing reputation, despite having no structured outbound sales program. This gives a buyer steady account continuity and a proven source of new work without heavy marketing spending.Most clients engage the company under prepaid monthly or quarterly agreements, while larger projects use milestone billing. This setup keeps collections simple and gives the team clear visibility into upcoming workloads. Client communication is also manageable, averaging only 2 to 3 interactions per day. Ongoing SEO, advertising, hosting, website support, content, and reporting needs keep work active throughout the year, with no material seasonality.Profit margins have risen from 29% to 57% over the past four years after management improved pricing, removed less profitable work, and refined the balance between in-house staff and outside support. The company operates seamlessly with a lean management structure, allowing for minimal direct oversight while ensuring high-quality service delivery. The owner now spends fewer than 5 hours per week on the operation and focuses mainly on strategic oversight. Key roles within the organization, such as a Client Services Director and a Senior Digital Marketing Manager, drive strategic planning and execution, ensuring that clients receive tailored and effective marketing solutions.Growth opportunities include building an outbound sales process, expanding into nearby and national markets, and offering more services to the existing client base. Email marketing, conversion work, reputation management, local search packages, website rebuilds, marketing automation, and deeper analytics could raise the value of current accounts. A buyer with an established creative, development, or sales team could also absorb the business into their present structure and cross-sell services across both client bases. Consistent thought-leadership content, webinars, and account-based outreach could place the agency in front of larger organizations without changing the core operating model.This is a well-established Digital Marketing Services business with high client retention, rising margins, limited owner involvement, and a capable team already in place. Potential buyers are encouraged to explore the untapped potential and strategic growth opportunities that this thriving brand offers.Contact WebsiteClosers® today to learn more about this exceptional business opportunity.WC 4072

Cash Flow $510,102
Revenue $984,475
$ Owner Financing Available

Asking Price: Not Disclosed

Established Real Estate Media & Marketing Agency

Not Disclosed, UT
Salt lake County

This company helps real estate agents, developers, commercial property owners, and mortgage professionals sell their listings through professionally produced video and photo content, built on a 'storytelling first' approach that sets it apart from typical listing-video shops. Roughly 80% of clients are individual real estate agents, with the remainder split across developers, commercial building owners, and interior designers.Revenue is diversified across three lines:Production services — flat-rate listing video and photo packages plus monthly content retainers, priced with 50–70% gross margins. Monthly retainer clients alone can be worth 4–8x the value of a one-off listing client.Digital education — a self-paced course teaching agents how to shoot, edit, and market their own video content, generating consistent five-figure monthly revenue with minimal delivery cost.Recurring software subscription — a companion AI-driven app that helps real estate agents generate content ideas and social strategy, currently at roughly 1,000 users with a small but growing paid base and a planned price increase.Why This Deal Stands OutStrong, fast-growing top line: revenue has more than tripled over two years, with the current year on pace to cross $1M . Real, durable brand equity: tens of thousands of engaged social media followers and an organic acquisition engine that has driven the vast majority of growth to date with almost no paid advertising.Multiple growth levers largely untouched by the current owner: the highest-lifetime-value product (monthly retainers) is under-marketed, paid advertising spend is minimal, commercial real estate and short-term rental verticals are essentially untapped, and the software subscription has significant room to scale and reprice.Asset-light, contractor-based delivery model with clean books and organized financials.Owner is a visionary founder with minimal day-to-day involvement, meaning the business is not dependent on the seller's daily presence — a capable new operator stepping in can likely accelerate growth immediately.PROCESS & NEXT STEPSThis opportunity is being brought to market by Sunbelt Business Brokers (Utah). Consistent with Sunbelt's process, the business is not being marketed at a fixed asking price — qualified indications of interest and offers are being solicited from buyers nationwide. Interested parties will be asked to sign a non-disclosure agreement and provide evidence of financial capacity before receiving the company's name, financials, and additional diligence materials.Contact Dean Wiltse, Sunbelt Business Brokers, to request the NDA and learn more. dwiltse@sunbeltnetwork.com

Cash Flow $351,000
Revenue $1,200,000
$ Owner Financing Available

Asking Price: $4,000,000

SBA Pre-Qual Marketing Agency | Financial Advisors

Tampa, FL
Hillsborough County

WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition system via Webinar Funnels, Educational Events, and Automated Follow-Up Campaigns. This business helps hybrid financial advisors replace inconsistent, referral-based growth with a repeatable marketing system designed to generate qualified appointments and support long-term client growth.The business has received SBA pre-qualification, which may allow an eligible buyer to complete the acquisition with as little as 10% equity at closing, subject to final underwriting and lender approval. This structure can substantially reduce the buyer’s initial cash requirement while preserving capital for working capital, growth initiatives, marketing, and other post-closing needs. The pre-qualification also provides an established financing pathway that may help streamline the lending process for a qualified acquirer.Key Valuation Points• SBA Pre-Qualified• 6-Year-Old Company• 28,536 Prospect Database• $1.5M TTM Revenue• 3-5 Clients Added Monthly• 9,200 Email Contacts• $33,000 Client LTV• $2,567 Average MRR• 98% Recurring Revenue Model• 13-Month Average Client RetentionThe business combines digital webinar campaigns with in-person educational events to help advisors attract, educate, and convert prospects. Their core system includes campaign infrastructure, funnel development, appointment-setting workflows, compliance-conscious marketing frameworks, and ongoing coaching designed around measurable client acquisition goals. The business serves a niche audience of independent financial advisors who typically have established practices but need a more consistent pipeline for acquiring new clients.The company boasts a robust operational foundation supported by an advanced CRM system that houses an extensive database of over 28,500 advisor prospects gathered over 6 years. They gathered years of marketing data, along with a separate database of nearly 9,200 active contacts for ongoing email campaigns and outreach. The subscription-based pricing model not only ensures a stable revenue stream but also enhances the 33,000 Client Lifetime Value (LTV), supported by an average retention period of around 13 months.With a highly structured delivery model and established team, the business is positioned for continued expansion without requiring heavy owner involvement. Daily operations are managed by a dedicated team handling marketing execution, client relationships, appointment setting, and sales support, allowing a new semi-absentee owner to focus on scaling rather than rebuilding the foundation. Growth opportunities include increasing paid media investment, expanding partnerships with financial networks, and creating additional service tiers. Current paid campaign generates around 3–5 new advisor clients monthly, creating room for a buyer to scale a proven acquisition channel with additional capital. The business has also begun developing partnerships with larger advisor networks, creating opportunities to access broader distribution channels beyond direct advertising.A buyer acquiring this opportunity gains access to a specialized marketing platform, recurring revenue model, established client acquisition systems, trained team, and a growing database within the independent financial advisor market. With a proven track record and numerous avenues for growth, this company is positioned for continued success and expansion.Contact WebsiteClosers® today to explore this unique opportunity further!CODE NAME: Project NorthstarWC 4067

Cash Flow $874,343
Revenue $1,719,659
$ Owner Financing Available

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