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