Appointment setting agency for realtors, doing 540k USD/ YR at 55% margins with team in place.

Profitable Agency with $540,000 in TTM revenue and $300,000 in TTM profit, that specializes in taking the leads realtors generate through Google PPC, Facebook, Zillow etc, and call to qualify them into appointments so they don't have to make the calls themselves. We have an in house calling team that does this. In house callers are to expensive for realtors, and they're timely/risky to ramp up, so they hire us to take that piece off their plate. ✅ $540,000 in TTM revenue ✅ $300,000 in TTM profit ✅ $46,000 in revenue last month ✅ $26,000 in profit last month ✅ Competitors: Conversion Monster, Rokrbox 5 appointment setters, 1 sales manager, 1 customer success manager, 1 virtual assistant (Handles appointment send offs, general admin tasks and integrations) 50-60% margins. Happy to answer further questions.

Asking Price

$920k

Multiples

Asking Price Reasoning

Due to the growth plan, and recurring customer revenue, were asking for a 1.7x multiple.

$540k last 12 months gross revenue

$300k last 12 months net profit

$46k last month gross revenue

$26k last month net profit

10-50 Active Clients

- Avg Contract Value

- Client Retention Rate

+50% Annual Growth Rate

- Top Customer Location

- Top Client Concentration

Date Founded

January 2022

Team Size

Small (2-20)

Business Model

B2B Services (Realtors) on a per lead managed basis. We charge them for how many leads we call in a given month, with a lead minimum which in turn gives us recurring/ subscription revenue. Can prove financials dating back to inception (Jan 2022) - Doesn't allow me to connect with the payment processor I use.

Tech Stack

Software used: Slack Airtable FollowupBoss Close CRM Instantly.ai RingCentral G Suite Recruiting Platforms

Growth Opportunities

Increase pricing
Focus on SEO
Hire a B2B sales team
Increase digital marketing

1. Paid ads. Can't stress this enough. All the growth has only come from cold email and referrals so far. I worked for a competitor doing the same thing for 3 years, he scaled to 250k/mo with paid ads alone. Lots more $$$ to be made, but would just have to dial in the CAC and LTV nicely. 2. Outbound B2B dialers. I was personally doing this along with our CSM, So a great conversion rate, only con is the time invested. If you could confidently outsource this, I can almost guarantee an extra 1-3 demos being set per day as we were doing the same. Lists and numbers already ported into CRM. 3. We have customers requesting 2 additional separate services that could be very lucrative, but Im going to gatekeep from the listing for disclosure reasons. Will share upon request. About a quarter of our current customers list are asking us to provide the service, I just haven't given enough time to figure out logistics. 4. Automations within Airtable. Right now, we have an entire operating system but I have an automations contact that could build more flows for efficiencies and reporting.

Competitors

Conversion Monster
Rokrbox

Key Assets

Domain
Customers
Brand

Selling Reasoning

Currently working on 2 other agency projects that I want to put full focus and have been in this industry for 6 years. Willing to stay on as a growth consultant and ensure things are not just running smoothly, but have a clear 3-5x scaling plan in place.

Financing

Bootstrapped. Open to it on the right terms.

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Appointment setting agency for realtors, doing 540k USD/ YR at 55% margins with team in place.

Seller details

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