Sold Lead Generation

Recurring Subscriptions - Financial Planning Resource


For sale is a growing recurring subscription business in the financial planning niche.

Launched in 2018, the business is focused on the Australian market and offers financial planners the ability to list services to target potential clients. With over 21K registered financial planners in Australia alone, there is plenty of room for upside, and the business currently exhibits a strong growth profile (last six months up +523% versus the previous six-month period).

Uniquely, the business is monetized via a subscription model (instead of the more typical lead generation model) and as a result, now generated LTVs of $13.8K and boasts a customer churn rate of just c.1%.

The business presents a great acquisition opportunity for a new owner to take over a growing business with plenty of unexplored growth opportunities to continue scaling the business.