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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

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Your Listing Advisor.

Mike McCoy

Senior Advisor

Mike McCoy is a part of the Viking M&A Fort Lauderdale office as a Senior Advisor. He is a licensed CPA with a diverse background engaging with both large and small companies. He uses his strong skill set and expertise to guide buyers through the acquisition process and ensure sellers achieve their objectives. Mike values helping business owners realize their long‑term vision by navigating the operational and personal dimensions of planning an effective exit strategy, from immediate transitions to future planning.

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

Mike was proactively recruited for his expertise by an emerging middle market accounting firm, Withum. In this role, he spearheaded buy-side and sell-side quality of earnings and financial due diligence, including 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.

Mike then 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.
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, son, Jack, and dog Nellie in South Florida. In his spare time, he enjoys spending time with family and friends, playing golf, and watching Florida State football.

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