SaaS Marketing Automation Platform | $3.7M ARR

Broker presents a SaaS Business specializing in hyper-targeted lead generation and automated customer engagement solutions. With a proprietary blend of technology, data, and creative strategy, the company helps small to mid-sized businesses—particularly in insurance, home services, and finance—attract and retain customers through email marketing, review generation, social media, and more. By combining best-in-class marketing tools with hands-free campaign execution, the business delivers consistent results for thousands of recurring clients across the U.S.

This SaaS business has a low 3% churn rate, average monthly contract size of $367, with a lifetime value of $6,000 per client. With 850 active clients and steady YOY revenue growth between 10% and 20%, the business shows strong and consistent performance. The company combines proprietary automation tools with a refined approach to Local SEO, Social Media Management, Email Marketing, Review generation, Customer Engagement, and Feedback, all integrated into a user-friendly cloud-based solution that clients can easily access and manage. The business runs on a strong annual recurring revenue of $3.7 million, driven by long-term contracts, with over 80% of customers on 12-month agreements.

As the demand for localized digital marketing continues to rise, this business represents a compelling opportunity for both strategic acquirers and growth-focused investors.

Key Performance Highlights:
• $3.7M ARR
• 10+ Years Old
• 3% Low Churn Rate
• 850+ Active Clients
• Proprietary Software & IP
• Multi-Channel Lead Generation
• 10-15 Hours/Week
• LTV - $6,000 Per Client
• 10-20% YOY Increase

There are a lot of ideas and opportunities to scale this company. The company’s automated marketing solutions are profitable and ready to scale into other verticals like real estate, accounting, and medical services. This company could set up integrations for industry-specific software and introduce a white-label option, which could broaden their market appeal. Their multi-channel lead generation, including outbound calls, digital ads, and industry events, has established a solid sales engine for a potential buyer. The combination of advanced automation makes this operation attractive to a buyer looking for a scalable SaaS business.


WC 3670