Profitable CRO Agency — Remote, Recurring Revenue, Long-Term Clients
TTM Revenue through July: $1,909,921
TTM SDE through July: $548,493
Location: U.S.-based | 100% Remote
Established: 2007
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THE OPPORTUNITY
An established, fully remote conversion-rate optimization agency serving mid-market ecommerce and high-value lead-generation businesses. The company helps clients improve the performance of websites, landing pages, and digital funnels through research, analytics, strategy, user-experience design, experiment development, quality assurance, and ongoing test management.
Approximately 90% of revenue comes from the agency’s flagship fully managed optimization program, creating a recurring monthly-retainer model. The majority of company revenue is recurring, and the typical client relationship is valued at approximately $12,437 per month, or $149,244 annually.
The business has operated for more than 19 years and has built a strong reputation through educational content, speaking engagements, podcast appearances, referrals, organic search, and an owned email audience. Its marketing engine is primarily inbound, with paid search used as a supporting channel. The company reports approximately 6,500 email subscribers and about 7,900 CRM contacts.
Client retention is a defining strength. Recently active accounts showed an average tenure of more than three years. The company currently reports 14 active clients across ecommerce, lead generation, and hybrid business models.
A six-person full-time team includes three optimization strategists, two developers, and one senior creative leader. The delivery team runs client work without daily owner involvement, while the owners currently concentrate on sales, marketing, select client strategy, invoicing, payroll, and cash-flow oversight. The company has no office lease and operates with a distributed workforce.
KEY HIGHLIGHTS
Recurring revenue core: The majority of revenue is generated from monthly retainers, with the flagship fully managed service representing approximately 90% of revenue.
Attractive client economics: Typical client value is approximately $12,437 per month and $149,244 annually.
Long-term customer relationships: Current accounts averaged more than three years of tenure.
Established inbound engine: Years of educational content, speaking, podcast participation, email marketing, organic search, and referrals support lead generation.
Experienced multidisciplinary team: Strategy, analytics, UX, creative, development, testing, and quality-assurance capabilities are delivered in-house by six full-time employees.
Team-led delivery: The client-delivery function operates without daily owner involvement.
Strong employee retention: Ownership reports remarkable team longevity, and all key staff are expected to remain with the business.
Healthy service margin: Ownership reports a current gross margin of approximately 41% before owner compensation, with a historical range of approximately 30% to 40% depending on capacity utilization.
Remote and asset-light: No office or material leased equipment is required; company-provided computers support the distributed team.
Transferable business assets: The sale is expected to include registered marks, branded methodology, delivery templates and timelines, website and content assets, customer relationships, and the company’s marketing and CRM databases.
Clean stated balance-sheet profile: Ownership reports no debt, liens, delinquent receivables, employee backpay, litigation, or unresolved insurance claims.
CUSTOMER & MARKET PROFILE
Primary market: Mid-market businesses with approximately $5 million to $300 million in annual revenue.
Core verticals: Ecommerce, high-value lead generation, travel, and businesses combining ecommerce with lead-generation funnels.
Current client mix: 83% B2C and 17% combined B2C/B2B; 42% lead generation, 33% pure ecommerce, and 25% hybrid lead generation plus ecommerce.
Current customer base: 14 active clients; ownership reports most clients operate on a month-to-month basis following their initial term, terminable on 30 days’ written notice by either party.
GROWTH OPPORTUNITIES
Build an outbound sales function: The company is currently driven primarily by inbound demand, making outbound sales one of the clearest incremental growth levers.
Reprice the installed customer base: New engagements are being targeted near $12,000 per month, while existing clients average just over $10,000 per month and have not received a price increase in at least three years.
Expand complementary services: Ownership has identified paid acquisition, generative and answer-engine optimization, and landing-page services as natural additions.
Increase delivery capacity through AI: The team is actively adopting AI to improve efficiency, develop new services, and increase the number of clients each strategist can support.
Leverage the established brand and owned audience: A large body of educational content, a mature email list, an established CRM database, and referral relationships provide a foundation for more aggressive marketing.
Restore utilization and margin: The company carried excess capacity during parts of 2025 and 2026 in anticipation of growth; ownership reports improved utilization has returned gross margin to the top end of its historical range.
WHY IT’S BEING SOLD:
After building the business over 19+ years, one owner is approaching retirement and plans to pursue personal projects and travel, while the other is ready for a new challenge and intends to pursue a non-services venture and other projects.
NEXT STEPS:
Contact: The Magnolia Firm To receive the full deal overview, financials, and deal room access, reach out directly.
Call/text 858-869-2909 for Data Room access
or email exit@themagnoliafirm.com
