An established marketing agency, founded in 2016, focuses on providing lead generation and marketing automation services to financial advisors across the United States. The agency operates on a subscription-based model, earning revenue primarily through monthly retainers priced at $199 per month and package upsells via an integrated platform. With an extensive proprietary database of over 500,000 financial advisor contacts, the agency maintains a strong client base of over 100 active paying clients, benefiting from consistent recurring revenue and minimal churn. The company's operations run entirely on GoHighLevel, allowing for low operational overhead and requiring minimal owner involvement, approximately 5–8 hours weekly for high-level marketing strategy decisions. The business is supported by a lean team comprising a project manager, an ads/fulfillment specialist, and a sales representative. Post-sale, the departure of a 50% partner and the reduction of expenses tied to external business initiatives will enhance profitability. Additionally, there is potential for scalability through increasing outbound campaign volume, expanding product offerings, and introducing more service tiers. A fully systemized setup ensures efficient management of day-to-day operations by the internal team. New customer acquisition is driven by outbound campaigns, targeted digital ads, and referrals, with all clients being domestic financial professionals. The agency's strong brand recognition and positioning in the financial advisor market present significant opportunities for growth, whether through expansion or integration into a larger marketing holding company. The seller offers flexible onboarding support for over 30 days to ensure a seamless transition for the new owner.