Established Immigration Firm With Proprietary AI And CRM For Sale

Description

Business type: immigration consulting firm

Location: Lethbridge, Alberta

Established: 2013

Current status: established operating business

Service model: remote client delivery

Service area: multiple Canadian provinces

Financial information

2026 year-to-date revenue: $22,000

2025 revenue: $128,000

2024 revenue: $269,000

2025 operating level: part-time

Reason for reduced 2025 activity: family priorities

Full-scale operating capacity: available

Staff and operations

Full-time senior licensed consultants: 2

Licensed consulting staff: in place

Remote operating model: established

Technology

Proprietary CRM: included

CRM development: custom built

CRM function: client intake

CRM function: client onboarding

CRM function: project management

Client lifecycle management: integrated within the CRM

External CRM software subscriptions: not required

Lead generation

Proprietary AI lead-generation tool: included

Client assessment function: available

Direct meeting booking: available

Canadian LMIA company search: available

Digital assets

Professional website: included

Social media presence: established

Social media followers: more than 20,000

Email database: more than 13,000 contacts

Remarketing database: established

Lead nurturing database: established

Microsoft Office email ecosystem: included

Microsoft Office storage ecosystem: included

Transaction details

Primary sale structure: asset sale

Corporation: excluded from the asset sale

Share sale: negotiable

Optional services

Data migration package: optional

Data migration consulting fee: $15,000

Migration purpose: integration of buyer data into the proprietary CRM

Reason for sale

Owner focus: software development company

Further information

Sale process: confidential

Non-disclosure agreement: required

Additional business information: available after NDA