SBA Pre-Qualified Digital Marketing Agency | Financial Advisors | $33K Client LTV | 98% Recurring Revenue | 6 Years in Business
SBA-prequalified digital marketing agency for financial advisors
On NextCompany since September 3, 2026 (42 days)
Location undisclosedEstablished 20203 FT employees
Business overview
This digital marketing agency builds client-acquisition systems for independent financial advisors. Services combine webinars, educational events, funnels, automated follow-up, and coaching. The business has operated since 2020.
The asking price is $4,000,000. Gross revenue is $1,719,659. Cash flow is $874,343. Three full-time employees handle most client work. The owner spends about 20 to 30 hours each week.
Who is a good fit for this business
- Buyers seeking a done-with-you marketing system built for independent financial advisors.
- Owner-operators who can devote 20 to 30 hours each week beside a three-person team.
- SBA buyers who can put 10% down on the $4,000,000 asking price.
- Strategic acquirers who can expand early partnerships with national financial organizations.
Details
Frequently Asked Questions
This company sells a done-with-you marketing system to independent financial advisors. Advisors get webinars, educational events, funnels, automated follow-up, appointment setting, and coaching. Most clients choose a 6-month or 12-month agreement. Website Closers lists the business as Project Northstar.
The asking price is $4,000,000. Gross revenue is $1,719,659. Cash flow is $874,343 of seller discretionary earnings. About 98% of revenue recurs. Clients pay about $2,567 per month on average. Lifetime customer value is about $33,000 over a 13-month average lifespan.
The company introduces prospects through targeted Facebook advertising. Prospects then book strategy sessions from dedicated landing pages. That funnel produces about 3 to 5 new advisor clients each month from about $5,000 of ad spend. An active list of about 9,200 advisors receives educational emails several times each week.
Three full-time employees run marketing operations, client communication, campaign management, appointment setting, and sales. Most client relationships go through the team. The owner spends about 20 to 30 hours each week. Operations run on CRM, webinars, marketing automation, email, SMS, payments, and workflow tools.
Lending partners thoroughly reviewed this business. They approved it for SBA financing. A qualified buyer can step in with a 10% down payment. Lenders amortize the remaining balance over 10 years. Website Closers presents the agency as SBA-prequalified.