SBA-PreApproved AI Marketing & Saas Agency

intermediary profile

April 12, 2025

by an intermediary from United States Air Force Academy in Seattle, WA, USA

● Current Valuation: $3M USD ● TTM Revenue: $1.8M USD ● TTM Net Income: $1.3M USD + additional $500K in accounts receivable ● Turnkey Operations: Comprehensive, with established digital assets ● Additional Equity in Partner Company: 2% ● SBA Pre-approved: Financing available for qualified buyers This business is a rapidly growing AI-driven marketing and SaaS consultancy established in 2022,specializing in advanced AI integrations and tailored marketing solutions. The firm combines cutting-edge technology with human psychology to deliver transformative outcomes. Recognized by the INC 5000 Fastest growing companies. Also includes equity in a partner AI company with strong growth and partnerships. The company’s exclusive strategic partnerships, such as its collaboration with a major mortgage lender generating $50,000 in monthly recurring revenue, provide significant leverage for scaling operations and tapping into a vast network of 60,000+ professionals. Expanding its proprietary AI tools into new verticals like real estate, healthcare, and finance could attract a broader client base and drive exponential growth. Geographical expansion, including establishing international offices or partnerships with local firms in emerging markets, would unlock new opportunities and provide valuable cultural insights for client acquisition. Additionally, enhancing brand awareness through targeted SEO, advanced CRM integration, and showcasing cross-industry success stories would further cement its reputation, attract high-value clients, and solidify its leadership in AI-driven marketing. This opportunity represents a high-margin, low-risk acquisition with significant scalability. Its operational efficiency, industry-defining partnerships, and strategic focus on AI-driven innovation position it as a market leader. Key attributes include a robust client retention rate (~65%), a lean operational structure requiring minimal owner involvement, and substantial recurring revenue. Its proprietary AI tools and highly specialized team further strengthen its defensibility. This is an attractive investment for those seeking a high-growth, turnkey, and largely passive business in the AI and marketing sectors.
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Reply by an intermediary
from United States Air Force Academy in Seattle, WA, USA
Hi John, Thanks for your interest! Here is the one-pager. Please sign the NDA link in the document for full access to the Data Room. https://docs.google.com/document/d/10pqHUINhCfwVg3P9pvhgV2tk1nNTuGz_LFUn7F9eQd8/edit?usp=sharing
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Reply by an intermediary
from United States Air Force Academy in Seattle, WA, USA
Sent a DM.
Here is the deal you requested, the link to access more info is in the doc. Thanks! https://drive.google.com/file/d/1LJeAXCx6XLadH-K6APgdWGPjGiw5BX8u/view?usp=drive_link
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