Financial Services Business

Overview

This business specializes in helping student loan borrowers navigate complex federal repayment and forgiveness programs. With over a decade of operational history and deep expertise in the William D. Ford Act, the company offers end-to-end services from lead generation to client enrollment. It’s a recurring revenue model with strong client retention, a loyal customer base of 3,100+ members, and low churn (0.76%).

Business Highlights

Established Model: Founded in 2014 with thousands of clients served.
Recurring Revenue: $395 consultation fee + $39/month membership.
Efficient Operations: Lean backend driven by automation and tech.
High Retention: Industry-leading churn rate of 0.76%.
Proven Funnel: CAC of $204.80 with a base LTV of $1,691 and long-term LTV over $5,000.
Seasoned Team: Core team members have been with the business for 6+ years.
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Growth Opportunities

Sales Team Expansion: Increase coverage of existing high-quality leads.
AI Implementation: Enhance conversion via live call transfers & smart follow-ups.
Reinvest in Digital Marketing: Re-engage Facebook/Google ads, SEO, and email.
Service Expansion: Add complementary offerings like credit restoration or debt settlement.
Strategic Partnerships: Align with financial institutions, mortgage brokers, and universities.
Pricing Optimization: Introduce tiered and annual pricing to boost LTV.
Capitalize on Policy Shifts: Stay at the forefront of legislative changes to drive demand.

Deal Details

Revenue: $1,421,393
EBITDA: $742,619