Founded in 1980, this agency has a sterling reputation in the Financial Services niche, specializing in website design and development. With a proven process to get sites launched, the agency operates a streamlined billing model for full site build and start-up sites. From fully customized design work to templated projects, the designers and developers are attune to the UX/UI for their client type. The team of five works directly on all client projects, maintaining relationships of 5+ years with some clients. With a majority of their client base in the rapidly growing Private Equity industry, there is growth potential to strategically expand into working with clients’ portfolio companies, across a multitude of industries. The owners’ aspirations are to retire and leave the agency they have successfully built in the hands of a buyer that is ready to scale.

Key Highlights


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Revenue Source

Service Source

Client Profile

  • B2B 100%

Industries Served

  • Financial Services 100%

Other Details:

Vast Experience: With over 40 years of extensive expertise, their approach to pitching work begins by directing clients to their troves of case studies. By showcasing a plethora of relevant sites, they leverage their knowledge of what works and what doesn’t in the realm of Financial Services, providing a head start in their discussions.

Proven Systems & Processes: Their proven process works seamlessly, streamlining the experience for clients while understanding the time constraints of financial services firms. With built-in fail-safes, their transparent and efficient process eliminates doubling back, ensuring clarity from the initial call to the site’s launch. 

Design Aesthetic: The agency’s traditional yet chic approach to website design, resonates universally in the financial services arena, appealing to intermediaries, institutional investors, and business owners. Their design aesthetic has been a source of inbound leads, with clients finding them through the work they have done for other clients.

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! 🎉