This agency is a consulting firm that improves business performance by creating more deeply engaged customers, prospects, and staff. They help clients through research from over a decade of work, making brands loved by their target audience. The agency utilizes world class research tools and analytical models within its proprietary system to ideate and recommend the best ways for businesses to increase revenue and relevance. This results in higher client engagement and revenue growth for their clients. The agency has 100% recurring revenue and an enviable client roster, and the founders are excited to find a strategic partner to take the agency to the next level of success.

Key Highlights


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Revenue Source

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Types of Clients

  • B2B 80%
  • B2C 20%

Industries Served

  • Healthcare 69%
  • CPG 10%
  • Entertainment 3%
  • Other 18%

Other Details

Proven Methodology: This agency has a methodology of identifying a client’s strengths and weaknesses to create a strategy for improving problem areas.

Expansive Team: With a team of 18 and an expert leadership team of 6, the agency is scalable and ready to take on new client work.

Increased Revenue: The agency’s founders have a plan to succeed at taking the agency to the next level, with the ultimate goal of reaching $30M annually.

Under Contract

Our Process

  • Sign NDA

    Thank you for signing our NDA, we’re excited to share this information with you! 🤩
  • Review Materials

    We'll share marketing materials about the seller's business for your review.
  • Meet Our Team

    We’ll be speaking with potential buyers (you included!) on behalf of our sellers to answer questions, discuss the fit and outline the process. 📞
  • Meet the Seller

    We’re here to introduce our sellers to potential buyers. These calls are an open format for buyers to ask questions about the business and for sellers to familiarize themselves with the potential buyer and the cultural fit for their team. 👋
  • Submit an LOI

    Taking this opportunity to the next step, a buyer shares their proposed transaction structure and it is shared with the seller. 🎬
  • Due Diligence

    The selected buyer now has access for a full analysis of the seller’s business to finalize the transaction. 🔍
  • Closing

    All agreements are signed and funds are transferred. Congratulations! 🎉