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SELLER GUIDE
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Another Marketing Agency Business
SOLD
Sale Assisted By: Elmo Loja M&A Advisor, North America
Seller Location
United States
Buyer Location
United States
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MARKETING AGENCY
Currency:
Marketing Agency | Business
Verified Listing
Established insurance agent acquisition business with CRM, automations, SOPs, contracts, ad assets, team support and proven systems.
Business Location
Site Age
1 year
Monthly Profit
USD $7,456 /mo
Profit Margin
69%
Profit Multiple
1.1x
Revenue Multiple
0.8x
Active Clients
3
Client / Contract Value
USD $3,000
Show all
Veltrix IO LLC
Asking Price (Classified)
Contact Flippa for Price

About the Business

The company is an established client acquisition and automation business designed to support insurance agents. Its comprehensive offering includes lead generation, appointment management, CRM automation, and sales support systems. The business operates by selling high-ticket client acquisition programs structured around paid advertising on platforms like Facebook and Instagram. Included in the sale are all essential components for seamless business operation, including a CRM system with automated workflows for lead capture, appointment setting, follow-up procedures, and sales consultations. The assets available with the purchase encompass business branding, a website, CRM setups, ad campaign materials, detailed sales scripts, and contract templates. Notably, significant historical data on advertising and campaign testing is available, providing a valuable resource for continued operations and scaling. Additionally, the package includes support from current operational staff and founder transition guidance to ensure a smooth handoff. The business is being sold to allocate resources to a new venture. It targets a diverse group of potential buyers, such as entrepreneurs, investors, and insurance professionals, offering a turnkey solution with extensive support, requiring no prior industry experience. The structured transition is designed to help new owners quickly adapt and manage the business. Transition support features include training sessions across various operational facets, detailed SOPs, hands-on guidance, and direct founder support, ensuring the buyer is well-equipped to maintain and grow the business.
Show all
Veltrix IO LLC
Asking Price (Classified)
Contact Flippa for Price

Vetted Listing

This quality listing has been vetted by the Flippa team or the broker to ensure accuracy of the information provided.

Our vetting team has reviewed this listing and verified:

  • Revenue
  • Primary Expenses
  • Traffic
About the seller
Luca Amariei
Veltrix IO
United States
Founder of Veltrix IO, a client acquisition and automation business focused on helping ... Read more
Verification Complete
Email address
Phone number
Government ID

2 transactions totalling USD $94,500

Payment Methods
Escrow.com
FlippaPay
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