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Profitable Healthcare Marketing Agency With Proprietary SaaS Platform For Sale

US
Asking Price:
$1,245,000
Sales Revenue:
$1,117,399
Cash Flow:
$376,926

For sale is a profitable healthcare-focused digital marketing agency bundled with a proprietary CRM and marketing automation platform. Serving 71 active clients across 29+ healthcare specialties, the business generates ~$92K/month in recurring revenue at an average retainer of ~$1,300/month.

Financials (TTM to May 2024): $1,117,399 revenue, $376,926 EBITDA (33.7% margin), 65.4% gross margin. Revenue has been stable with a diversified client base — top 10 clients represent 26.9% of MRR and no single client exceeds 3.7%.

Key strengths:

  • Consistently profitable with strong unit economics: ~$13,000 LTV against average retainer of ~$1,300/month.
  • Solid retention for the segment: 9.0% gross monthly churn (trailing 12 months).
  • Recurring revenue from longterm contracts: 12month initial terms, autorenewing, 30day cancellation notice with penalty.
  • Diversified across 29+ healthcare specialties and geographies (US ~64%, Canada ~25%, international ~11%).
  • Proprietary CRM platform (~10% of revenue) with standalone SaaS monetization potential.

Growth levers: Appoint a dedicated GM, scale sales and marketing (~$3K/month current ad spend), unbundle the platform as standalone SaaS, add AI-powered features, expand into deeper vertical penetration and multi-location accounts.

This is an asset sale / carve-out. Transfer includes: proprietary platform IP and source code, ~71 client contracts, 15.5 FTE delivery team, brand assets and domains, ad platform accounts, client data, and historical performance data. Separable books and separate billing. Transition support via TSA for parent-level admin and accounting handoff.

Property Information

Living Accommodation:

Standard business hours, Mon-Fri. Flexible remote work environment.

Location:

Online/digital services business serving healthcare clients across North America and select international markets. Fully remote operations with no physical location.

Premises Details:

No physical premises — entirely digital/remote operations. Team of 15.5 FTE works remotely across multiple time zones.

Planning Consent:

Transition support via a transition services agreement (TSA) covering parent-level admin and accounting handoff. The 15.5 FTE delivery team transfers with the business and is fully trained on current operations. Platform documentation included.

Business Operation

Expansion Potential:

Key growth levers: (1) Appoint dedicated GM to drive strategy, (2) Scale sales and marketing (∼$3K/month current ad spend), (3) Unbundle proprietary CRM as standalone SaaS (∼10% of revenue), (4) Add AI-powered features, (5) Expand into deeper vertical penetration within 29+ healthcare specialties, (6) Multi-location account expansion.

Competition / Market:

Healthcare digital marketing is a growing vertical with strong demand from private clinics and medical practices. Competition comes from generalist agencies lacking healthcare specialization, and from healthcare-specific providers. The proprietary platform creates switching costs and differentiates from pure-agency competitors.

Reasons for selling:

Divesting non-core business unit to focus on parent company core platform.

Employees:
15
Years established:
10

Other Information

Business closed / Asset sale:
Yes
Relocatable:
This business can be relocated