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Finance & Insurance

Financial Services Referral & Lead Generation Business – #2027

Florida, USA
Updated 14 hours ago

Scalable, remote, digital performance marketing platform offering referral and lead generation serving multiple financial product verticals. The Business generates 100,000+ qualified applications annually from millions of targeted, underserved financial services consumers. Proprietary CRM and automated marketing workflows drive efficient lead routing and partner integration. Tenured team and documented processes support scalable operations. Consistent profitability with clear expansion opportunities across verticals, partners, and markets. Revenue is performance-driven, with variable media spend deployed against defined return targets, allowing the business to scale efficiently based on partner demand. TTM August 2026 Revenue: $3,352,000 Cash Flow: $1,311,871 Jan - Aug 2026 Revenue: $2,502,000 Cash Flow: $958,776 2025 Revenue: $2,125,000 Cash Flow: $926,000

Location

Remote

Financials

Asking Price
$5.3M
RevenueMost Recent Year
$3.4M
Earnings (SDE)Last Reported
$1.3M
Earnings (EBITDA)Last Reported
$1.3M
Assets Value
Undisclosed
Seller Financing
Not available

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