A top-tier HubSpot partner with SOC 2 Type II. The business rebuilds, connects and runs HubSpot for companies that already use it, from startups to firms with more than 10,000 employees, and builds AI agents for them. It competes as a small, senior specialist team: it often wins work fixing setups built by larger partners, at a lower cost, and it does not sell general marketing.
Financial highlights (USD, accrual basis): revenue of $1,444,847 and SDE of $491,273 in the 12 months to August 31, 2026, a 64% gross margin and a 34% SDE margin. Revenue grew 65% from 2024 to 2025. SDE adds back the owner's and his spouse's pay and benefits, Livmo's fees for the sale and the owner's personal gifts.
Clients: 136 clients billed in the 12 months to September 2026, about 47 in an average month, mainly in software, consumer products, professional services and healthcare. The largest client was 4.6% of client revenue and the top ten 35.
4%. Five-star client reviews praise clear communication and a focus on results. Offerings: HubSpot rebuilds, onboardings, website moves, custom integrations, support plans and AI agents.
New project work is billed by the hour at $225; support plans are billed monthly; AI agents, a 2026 service line, are billed per agent each month. HubSpot partner commission was $276K in the 12 months to August 2026. Team and operations: about 10 people across the Americas, Europe and Asia, fully remote with no office or lease.
A COO runs operations and client health, and a Team Lead runs delivery; both joined in March 2025. The team holds more than 100 HubSpot certifications. In-house AI tools run the back end: a knowledge base built from client calls and projects, a client portal, a statement-of-work generator, a time tracker and billing automation.
The books are kept on an accrual basis and closed each month. Growth: proposals out for about $120K of work over the next 60 days, which the owner rates about 90% likely; older clients move to the $225 standard rate in January 2027; recurring service revenue, from follow-on client work and support plans, reached $24K a month; and demand is higher than capacity with no marketing spend. Deal: asking $3.
34M, or 6.8 times SDE and 2.3 times revenue.
The owner prefers a stock sale and is open to an asset sale with a true-up. The founder is willing to stay full time for 12 months after the sale. The business has spent more than 20 months preparing for a sale, with Livmo as its M&A advisor.
Livmo advised on lowering the risks a buyer takes on: reducing reliance on the founder, securing client contracts and IP so they transfer, and getting the books ready for due diligence. The business is offered confidentially through Livmo M&A Advisory. Data Room including full financials are available to qualified buyers following execution of an NDA.