1. Executive Summary

[Company Name Redacted], founded in 2011, is a dynamic, full-service marketing agency based in British Columbia, Canada. Specializing in marketing management, advertising, content creation, and graphic design, the company serves a diverse client base, including professional services, retail, government, and tourism sectors. With over a decade of proven experience, the company offers innovative solutions, from AI integration to strategic growth consulting, making it a lucrative investment opportunity for an agency or business looking to expand into the rapidly growing Okanagan region.

Key Details:

• Location: British Columbia, Canada

• Business Model: B2B Services

• Niche: Marketing, Advertising, Digital Strategy, AI & SEO

• Asking Price: $415,000 USD

• 2023 Sales (TTM): $738,466

• 2023 Net Profit (TTM): -$43,584

• Customer Base: 89 active clients (30+ recurring)

• Post-Sale Support: 1-5 years (negotiable)

2. Business Overview

[Company Name Redacted] is a full-service marketing agency offering a wide range of digital and traditional marketing services. With a focus on both local and international clients, the company adapts to industry changes, leveraging AI tools and providing strategic consulting services that meet the ever-evolving needs of businesses.

Services Offered:

• Social Media & Digital Marketing

• Website Design & Development

• Graphic Design & Branding

• Video Production & Editing

• Podcast Production & Consultation

• Strategic Business Planning & Consulting

Client Base:

• Primary clients located in British Columbia's Okanagan Region

• Diverse industries including legal, engineering, healthcare, tourism, and government

• 89 clients served in 2024, with potential for growth through targeted outreach and new business development

3. Market Position & Opportunities

[Company Name Redacted] is well-positioned in the fast-growing Okanagan region, which has recently been identified as Canada's fastest-growing metropolitan area. This unique positioning provides ample opportunities for expansion, particularly in digital marketing, AI consulting, and cross-sector collaborations.

Growth Opportunities:

• Expanding sales and marketing efforts across Western Canada and beyond

• Increasing advertising spend to generate more inbound leads

• Leveraging existing AI expertise to attract forward-thinking clients

• Adding dedicated sales roles and partnerships to boost revenue streams

4. Financial Overview

Over the past few years, the company has demonstrated steady revenue with 2023's TTM sales reaching $738,466. While the net profit margin is currently negative (-$43,584), the business has substantial growth potential through operational efficiency improvements, targeted marketing campaigns, and upselling existing clients.

5. Operations & Team Structure

The company operates with a small, talented team of professionals who manage both the creative and operational aspects of the business. The founders are directly involved in the day-to-day operations, providing strategic direction and creative oversight.

Key Personnel:

• Partner 1 – Partner, CEO, Business Strategist

• Partner 2 – Partner, CMO, Creative Director

• Employee 1 – Business Strategist, Proposals, New Business Development

• Employee 2 – Production Lead, Project Coordinator

• Employee 3 – Design & Brand Coordinator

• Employee 4 – Digital Marketing Coordinator

• Employee 5 – Tech & Web Coordinator

6. Customer & Revenue Sources

The business generates revenue through multiple streams, primarily from its digital and social media marketing services. Website design, technical support, and hosting services also contribute significantly. Other offerings include graphic design, video production, business coaching, and strategic planning.

7. Marketing & Lead Generation

The company relies heavily on word-of-mouth referrals in the Okanagan region but also attracts clients through its online presence and SEO strategies. Future growth can be driven by increasing advertising spend and expanding outreach to new markets.

8. Assets Included in Sale

The sale includes a comprehensive package of assets, including:

• Website: Full ownership of the website and content

• Customer Base: 89 active clients and a robust lead database

• Social Media Accounts: Facebook (1.3K), Instagram (1.35K), LinkedIn (719), YouTube (146)

• Operational Contracts: Hosting, cloud services, and analytics accounts

• Office Space: Leased office space with 2 years remaining on the lease

9. Ideal Buyer Profile

[Company Name Redacted] is an ideal acquisition for an established marketing agency looking to expand into Western Canada or a digital-first business interested in leveraging the company’s expertise in AI-driven marketing solutions. The buyer should have the resources to enhance sales and marketing operations, expand client acquisition strategies, and invest in operational infrastructure.

10. Conclusion & Next Steps

This is a rare opportunity to acquire a reputable marketing agency with a loyal client base and significant growth potential in a rapidly expanding market. For more details, financials, and to explore post-sale support options, please contact us at FIH.com.

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About the Agent 

FIH.com is a Manhattan-based M&A advisory firm specializing in the sale of SaaS, eCommerce, & Digital Media companies from $1M-$100M. If you are in the market OR you are looking to exit a business that fits these specifications, then we encourage you to reach out to us for a free consultation. We offer 100% success-based services and have a financing arm for international individuals needing acquisition capital.