Digital Marketing Agency Spec. in Salesforce

Description:
The Company is a digital transformation and marketing consultancy firm delivering end-to-end solutions in Salesforce implementation, digital marketing, and web development. The Company is a nationwide Salesforce partner with a diversified revenue model that includes recurring and project-based streams, helping drive growth, efficiency, and digital transformation for client businesses.

Key Aspects:
•The Company maintained an impressive average adjusted EBITDA margin of 21.9% from 2022 to 2024.
•The Company maintains a growing base of recurring revenue contracts, which represented 36.3% of revenue in 2024, and expanded to 42.6% through the trailing-twelve-month (TTM) period ending October 31, 2025.
•The Company's largest client represented only 3.1% of total 2024 revenue, highlighting its diversified client base and minimal client concentration risk.
•The Company maintains an extensive internal database of over 20,000 historical leads generated via tradeshows, webinars, and other marketing events, allowing the Company to engage with approximately 500 to 600 clients annually, according to management.

Opportunities:
•Capitalize on the Company recently being selected for the Salesforce Jump Start program, a selective initiative in which a limited number of partners are pre-vetted and approved to perform implementations directly on Salesforce’s behalf, which, based on current assignment velocity and average project size, management anticipates will generate $750K–$1M in incremental annual revenue beginning in 2026.
•Leverage the Company's certified HubSpot partner status and access to an extensive network of HubSpot account executives (AEs) to replicate the proven Salesforce service model within the HubSpot ecosystem, as management notes that the initiative has potential to generate $1M+ in annual recurring revenue by 2026–2027.
•Introduce a post-implementation managed services offering to provide ongoing support and optimization for existing Salesforce clients, which management notes could potentially drive an additional $300K–$500K in recurring revenue by 2026–2027, strengthening client retention & recurring revenue mix.
•Develop targeted expertise in key industries such as healthcare and financial services, positioning the Company as a specialized Salesforce implementation partner, which has the potential to deliver a +15% margin lift by 2026–2027 through higher-value engagements & faster deal cycles, according to management.

Current Markets:
•The Company works with small & medium-sized businesses (SMBs), mid-market companies, & select enterprise clients nationwide, with experience across diverse industries including financial services, retail, healthcare, and others.

Real Estate:
•The Comp. leases a 900 sq. ft. facility in the Northeast, US from an unrelated third party on a month-to-month basis. All employees operate remotely, with management noting the facility is utilized solely as a mailing address for the Comp.

Shareholder Objectives:
•The Comp. is equally owned by two shareholders who are seeking a strategic or financial partner
to accelerate the Company’s growth trajectory. Both owners open to remaining with the Comp. in an operational advisory or transitional leadership role to ensure continuity in service and to facilitate a smooth transition to new ownership.