Details:

Founded in 2000, this agency is a leading marketing agency for wine and spirits brands, serving clients within the U.S. and internationally. Leveraging deep subject matter expertise, this agency provides a comprehensive suite of PR, social and digital marketing services that build brand awareness, distribution and sales for clients. With its expertise in B2C marketing, the agency has played a leadership role in building awareness to the wine industry’s DTC sales channel that now results in $4B+ annual sales. This combination of experience, leadership, and focus yields an impressive average client tenure of 6 years.

Key Highlights

$900,000

Asking Price:

$1,349,014

Revenue:

$365,251

Seller’s Discretionary Earnings:

2.5x

Seller's Discretionary Earnings Multiple:

2000

Year Established:

Northeast

Location:

Revenue

Adjusted Seller's Discretionary Earnings

Revenue Source

Service Source

Types of Clients

  • B2C 85%
  • B2B 15%

Industries Served

  • Wine and Spirits 100%

Other Details

Prospective Client Retention: This agency is continually strategizing ways to onboard new clients within an untapped industry.
Cross-Selling Opportunities: The agency has long-standing client relationships, which would enable the leveraging of additional service offerings.
Increase Staffing: The management team has capacity for expanded client work, but it would benefit by hiring additional teammates to support the higher client load.

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 sellers’ business to finalize the transaction. 🔍
  • Closing

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