Creative & Strategic Marketing Agency Specializing in Financial Services
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Financial Details
- Asking Price:
- $1,925,000
- Annual Revenue:
- $2,396,798
- Cash Flow / SDE:
- $592,872
- Profit Metric:
- Adjusted EBITDA
- Valuation Multiple:
- 3.2x
- Source:
- Date:
- September 15, 2025
Key Highlights
Established 1973 with over 50 years of deep industry expertise in financial services, IT, manufacturing, and healthcare.
Strong retainer-based revenue model with a hybrid team, serving high-profile clients.
Owners open to a long-term partnership for continued growth.
Description
This is a well-established Midwest-based marketing agency founded in 1973, specializing in integrated marketing solutions for regulated industries including financial services, IT, manufacturing, and healthcare. The business has a strong legacy of over 50 years, boasting high-profile clients, deep industry expertise, and a robust leadership team. Its revenue model is transitioning from project-based work to recurring retainer contracts, supported by a hybrid team of full-time employees and contractors. The owners are open to staying on for a long-term partnership to facilitate continued growth.
Industry Information
- Industry Description:
- Marketing agency specializing in financial services, IT, manufacturing, and healthcare.
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 1973
- Employees:
- 7
- Reason for Selling:
- New Ventures
Real Estate & Lease
- Status:
- Not_included
Listing Details
- Listing ID:
- 4132b4ba-14b9-473a-b571-d92123a33c91
- Deal Status:
- For Sale
- Last Updated:
- September 15, 2025
- Currency:
- USD
Features & Tags
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Tags & Categories
Marketing
Advertising
Financial Services
B2B
Consulting