×îÐÂÌÇÐÄVlog

Financial Services Referral & Lead Generation Business – #2027

List Price:
$5,330,000
Revenue:
$2,623,000
EBITDA:
$1,115,000
Region:
Florida
Location:
Remote

Overview:

  • Scalable, remote, digital performance marketing platform offering referral and lead generation serving multiple financial product verticals.
  • The Business generates 100,000+ qualified applications annually from millions of targeted, underserved financial services consumers.
  • Proprietary CRM and automated marketing workflows drive efficient lead routing and partner integration.
  • Tenured team and documented processes support scalable operations.
  • Consistent profitability with clear expansion opportunities across verticals, partners, and markets.
  • Revenue is performance-driven, with variable media spend deployed against defined return targets, allowing the business to scale efficiently based on partner demand.
TTM March 2026
Revenue:
$2,623,000
Cash Flow:
$1,115,000
2025
Revenue:
$2,125,000
Cash Flow:
$926,000

Interested In This Business?

Fill out our business inquiry form and we’ll reach out to discuss your details.

This field is for validation purposes and should be left unchanged.
What best describes you?(Required)
This field is hidden when viewing the form
Join Mailing List

Your Listing Advisor.

Mike McCoy

Senior Advisor

Mike McCoy comes to Viking as a licensed CPA with a diverse background working with both large and small companies, beginning his career as a Senior Audit & Assurance Associate with EY. During his career, he worked with various Fortune 150 clients as well as emerging growth companies, both owned privately by individuals and private equity groups. He also participated in the audit of significant mergers and acquisitions, ranging from $500MM to $11B.

In 2021, he was proactively recruited for his expertise by an emerging middle market accounting firm, Withum. In this role, he spearheaded buy and sell-side quality of earnings and financial due diligence, inclusive of asset purchases and capital injections. He also prepped domestic and foreign corporations to get listed on the NYSE via IPO and SPAC acquisition. Mike was hand selected and participated in the largest audit in company history, performing the audit of three separate acquisitions while supervising internal and external valuation experts.

In 2022, Mike joined Blue Compass RV under the acquisition division as a Senior Corporate Development Associate. As a member of a lean team, he contributed to the full deal cycle, including origination and identification of potential RV dealership targets, conducting valuations, managing due diligence procedures, integration preparation, and deal closing. During his brief time at Blue Compass, Mike was an integral member of the team to close 9 significant transactions from coast to coast. He now brings this expertise to Viking with a strong skill set to guide buyers through the acquisition process and ensure sellers achieve their objectives.

Mike obtained his Bachelor of Science Degree in Accounting and Master of Science Degree in Accounting, graduating Cum Laude from Florida State University, College of Business. While in college, he was President of a significant on campus organization and served as the Director of Recruitment for the university’s largest student run organization.

Mike resides with his wife, Emily, his son, Jack and their dog Nellie in Fort Lauderdale, Florida. In his spare time, he enjoys golf, Florida State football, and spending time with friends and family.

Similar Businesses.

Well-Established Landscaping Business #2035

Established Media and Content Generation Business for Sale in Florida – #2034

Professional Asset Recovery & Repossession Provider #2002