This online lead generation service company is focused on providing innovative services to high-ticket target markets. Their services include appointment scheduling, LinkedIn optimization, investment pursuit, and top-tier recruiting. They have seen tremendous growth since inception and have acquired a number of the best and most established financial firms in the world as clients. With their strategic approach, they have a solid platform in place to build upon and achieve limitless growth.
This company gathers market qualified leads via LinkedIn automation, advertising, and email marketing. Their experienced team members guide prospective customers through an initial conversion pipeline, resulting in a steady stream of new clients converting at each impactful touchpoint. Ownership spends a full 40-hour work week overseeing sales representatives and account managers as well as pitching to warm leads from their sales team.
The company has a team of independent contractors working on either the senior operations team or the account management team. The senior operations team handles client relationship building, software management, data uploads, weekly reports, and system optimization. The account management team engages with the clients, creates deliverables, and responds to customer concerns.
MARKETING AND KEY METRICS
The company leverages LinkedIn and Google to drive new sales, strengthens their Facebook and Twitter presence, implements search engine optimization strategies and PPC advertising initiatives, partners with influencers, and even expands into international markets. This is in addition to a unique opportunity to create a marketplace that facilitates M&A deals between retiring and active advisors.
The company’s services are marketed directly to high-ticket target markets such as financial firms, medical clinics, and legal practices.
The company has an average contract length of 5 months and has established relationships with a diverse range of clients, including some of the biggest names in finance. They have achieved recognition from NBC News, ABC News, Market Watch, and Financial Advisor Magazine. They see almost 6,000 website visitors each month and have a list of over 1,000 well-nurtured, qualified leads.
The company has an established and diverse customer base that includes some of the biggest names in finance, medicine, and law. They have developed and nurtured leads in a broad range of specific industries within the high-ticket sector.
BUSINESS MODEL & RESOURCES NEEDED
To facilitate daily management, the company has a highly qualified team of experts that could ensure a seamless transfer of ownership after the sale. The owner spends a full 40-hour work week overseeing sales representatives and account managers as well as pitching to warm leads from their sales team. These tasks could easily be delegated to a managerial virtual assistant or with the acquisition of a sales director.
This online B2B lead generation company operates in the financial and high-ticket sectors. They focus primarily on gathering market qualified leads via LinkedIn automation, advertising, and email marketing. Their services translate well into other high-ticket sectors, such as medicine and law … or it could be tailored to benefit a number of other appointment-based client acquisition channels, such as marketing agencies, business coaches, consultants, and recruiters.
OPPORTUNITIES TO SCALE
The company’s service offering can be translated well into other high-ticket sectors, such as medicine and law. The company’s strategies to gather market qualified leads can lead to success in adjacent verticals and generate additional profits. They could also expand their marketplace to facilitate mergers and acquisitions between advisors.
Asking Price: $410,000
Gross Income: $315,588
Cash Flow: $138,497
Year Established: 2019