AI-powered agency ($55K MRR) for financial advisors & med spas
| Asking Price: | $850,000 |
| Gross Revenue: | $850,000 |
| Cash Flow: | $270,000 |
| Established Year: | 2021 |
AI, 100 clients on autobill, owner financing, high margins
IDEAL BUYERS
* An existing agency owner who wishes to add AI-based capabilities with about 100 clients on autobill
* An existing consulting firm, software firm and similar that’s already selling financial advisors, insurance agents or med spas.
* A stock or real estate investor who wishes a mostly turnkey business that provides a much higher return on their capital than the S&P 500 or real estate.
* An owner of 1 or more businesses that wishes to add high volume appointment setting capabilities to grow their existing businesses.
*** OVERVIEW OF OPPORTUNITY ***
This is a great opportunity to acquire a profitable AI automation and appointment setting business with a proven track record of creating tangible business results for their clients using AI calling and AI chatbots.
The sale includes 2 different brands:
1. Brand 1 provides automation and appointment setting for financial advisors, insurance agents and med spas via AI automation.
2. Brand 3 does paid ads management for various niches.
Combined, there's over 100 active clients with no client making up more than 5% of overall sales.
The agency charges $602 per month and does about $50K of MRR.
The 2 owners work about 25 hours per week and they are supported by a team that does sales and delivery.
Using its AI-based proprietary process, the company excels at booking appointments for its clients at 30% to 50% below what its competitors can do. This appointment setting capability can be use to turbocharge another business that depends on appointment setting.
*** WHY ARE THEY SELLING? ***
They have a new venture they want to focus on.
*** OFFERS & PRICING ***
The main offer is a $500/month offer.
*** POST SALE SUPPORT ***
The owner’s are willing to provide post-sale support for up to 45 days after the sale with up to 75 hours of support.
It is expected the hours will be front loaded as the new owner gets up to speed on the sales, operations, SOPs, team members and the tech stack.
*** ORGANIZATION ***
The org chart is as follows:
1. Co-founder
2. Co-founder
3. Employee 1 (international) - Customer service, onboarding, upselling
4. Employee 2 (USA based) - Production, fulfillment, ads, optimization
5. Employee 3 (USA based) - Sales (comm only)
6. 5 VAs costing roughly $500/month
*** CLIENT ACQUISITION ***
The 3 main client acquisition methods are:
* Paid ads
* Reactivation campaigns
* Email marketing
*** FINANCIALS ***
2024 (YTD up to July)
Sales = $562K
Profit = $153K
2023
Sales = $882K
Profit = $313K
*** GROWTH OPPS ***
1. Increase spending on paid ads for rapid customer acquisition.
2. Establish partnerships with companies that target financial advisors, insurance agents and med spas.
3. Build a long-term follow up strategy to nurture old leads and customers.
4. Offer additional services (through white label or affiliates) to current customers such as SEO, email list management or business coaching.
5. Speak at industry events.
6. Appear as a guest expert on niche podcasts.
*** ASSETS INCLUDED IN THE SALE ***
* Current staff (see the org chart above)
* Websites and brands
* SOPs for using AI for client delivery and
** Onboarding new clients
** Hiring team members
** Sales scripts
** Ad and marketing library
** Tech support on all our software, CRMs, tools and more
** Client support, coaching, retention
** Booking appointments using appt setters
* Access and ownership transfer to our aged ad accounts for Facebook and Instagram ads with lifetime history of performance and pre-built saved campaigns
* Control ad campaigns (best performing based on data/history) and optimization options
* Data dashboards that track metrics such as top performing creatives amongst all campaigns
* Proven ad campaigns for various niches (med spas, financial advisors and insurance agents) including:
** Ad copy and creatives
** FB ad templates
** Landing pages and funnels
** Text and mail campaigns
** AI automation
** Appt request forms or calendars
** Text templates
BUSINESS LOCATION
