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NYC Marketing Agency for Financial Services, Insurance, and Health Care

Average client tenure is 14 years!



  • Price

  • Revenue

  • Cash Flow

  • Location
    New York City

  • Service Area

  • Profit Margin

  • Employees
    3 Owners + 30 FT staff: creative copy, creative art, client services + consultants and freelancers subcontracted out as needed

  • Reason for Sale
    Exploring other opportunities

  • Equipment
    $72,774: Computer/office equipment & furniture

The average client tenure for this New York City full-service creative agency is 14 years! Maintaining a 90+% recurring client base this agency provides the full gamut of advertising services across all media facets, with one simple philosophy: Great creative needs to change someone’s mind. The experienced team handles brand strategy, messaging strategy, campaign development, website development, CRM, email marketing, content marketing, employee engagement, marketing collateral and media planning and buying. The typical project scope runs from $20,000 to $150,000. With over $71k in work-in-progress and a team with strong financial wherewithal, this company is prime for purchase for anyone who wants to get involved in something proven and profitable. The three owners currently handle client relationships, financial management, and creative products; they are willing to stay on for up to three years and roll equity up to 15%.


Primarily working with financial/retirement services, insurance, technology and healthcare categories, this agency is involved in industries that are playing an important role right now and using this opportunity to catch up in the digital space. The team consists of 30 full-time senior creative copy, creative art, strategy and client service staff; consultants and freelancers are subcontracted out as needed. This senior focused staffing approach enables this agency to work quickly and efficiently even under the most difficult circumstances.   The core staff is comprised of seasoned senior executives who have worked for large global advertising agencies.


The agency implemented a successful work-from-home strategy in early March to improve work/life balance among the team. The timeliness of this implementation allowed them to transition nearly seamlessly through the difficulties of the pandemic. The company is still being run 100% remotely and is going strong.


Priced at $9,400,000, this agency has outstanding opportunity for growth. By continuing to build new client relationships, while cultivating existing connections, a new owner could certainly take this company to the next level.

Business Highlights

Year Established 2004
Location New York City
Service Area Nationwide
Services Brand strategy, campaign development, web development, content marketing in television, print, digital, and social media, media planning and buying and account-based marketing
Clients Financial services, national insurance agencies, technology, communications, and health care businesses
Lease 5,000 sq. ft. of open office space
Reason for Selling Exploring other opportunities
Personnel 3 Owners + 30 FT staff: creative copy, creative art, client services + consultants and freelancers subcontracted out as needed
Seller Training Period 2-5 years, if desired
Growth Opportunities Continue to build client relationships with blue chip clients
Current Owners’ Responsibilities Client relationships, financial management, creative products

Financial Highlights


Cash Flow Analysis

Description of Financial StatementP&L Statement
Jan-Aug 2020
Tax ReturnTax ReturnTax ReturnNotes
GROSS SALES$5,176,513$8,891,748$7,253,326$4,997,887
Net Income Shown on Financial Statement$1,619,002$3,197,568$2,139,523$1,506,060
Retaining Owners$-400,000$-600,000$-600,000$-600,000
TOTAL ADDBACKS$-366,280$-539,600$-566,109$-579,074
Seller's Cash Flow = Total Addbacks + Net Income$1,252,722$2,657,968$1,573,414$926,986
Profit Margin24.20 %29.89 %21.69 %18.55 %
  • Profit Margin 2020: 24%


  • Financial Services
  • Insurance
  • Technology
  • Communications
  • Health Care

Specific information regarding clients is available upon the receipt of a signed Non-Disclosure Agreement.






  • 3 Owners
    • Owner 1: President
    • Owner 2: Creative Director
    • Owner 3: General Manager
  • 30 FT W2 employees
    • Creative Copy
    • Creative Art
    • Client Services
    • Finance
  • Consultants and Freelancers subcontracted out as needed

Growth Opportunities

  • Continue to build client relationships with blue chip accounts.
  • Cultivate existing connections.

Valuation Details

The firm Business Brokerage used a cash flow Valuation methodology to determine the Purchase Price of the business.

Cash flow is the sum of business net income plus any owner perks and any non-onward expenses.

The formula used is as follows:

3-yr Av. Cash Flow  x  Prescribed Multiple =   Fair Market Value


With this information, the computation is as follows:


$2,036,822            x           4.6          =    $9,369,381


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210 N 78th St. 2nd Floor
Omaha, NE 68114

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f 402.939.0857

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