Top Marketing Strategies for Dealwise

Dealwise User Persona

Name:

Mark Williams

Age :

42

Gender :

Male

Occupation :

Business Consultant

Industry :

Management Consulting

Education :

MBA, Finance

Preferred platforms

GOALS

• Secure financing for clients interested in acquiring well-established businesses with strong cash flow
• Identify undervalued businesses with growth potential and connect them with suitable buyers
• Negotiate favorable terms and navigate the complexities of SBA loans on behalf of his clients.

Frustrations

• Dealing with lengthy and opaque traditional lending processes
• Encountering difficulties in finding the right SBA lender with competitive terms
• Managing client expectations who are often unfamiliar with the intricacies of business acquisitions.

Name:

Sarah Chen

Age :

35

Gender :

Female

Occupation :

Owner, Digital Marketing Agency

Industry :

Marketing and Advertising

Education :

Bachelor's Degree, Marketing

Preferred platforms

GOALS

• Acquire a competitor's agency to expand her client portfolio and service offerings
• Secure funding to facilitate a smooth transition and integration of the acquired business
• Leverage the acquisition to attract top talent and increase her agency's market share.

Frustrations

• Finding the time to research and compare different SBA loan options while running her business
• Understanding the complexities of SBA loan requirements and eligibility criteria
• Facing challenges in accurately valuing a business and negotiating a fair purchase price.

Name:

James Patel

Age :

58

Gender :

Male

Occupation :

Retired Engineer

Industry :

Retired

Education :

Master's Degree, Mechanical Engineering

Preferred platforms

GOALS

• Invest his retirement savings in a stable and profitable business venture
• Find a business with a solid track record and potential for growth
• Secure a loan with favorable terms that ensures a comfortable cash flow during retirement.

Frustrations

• Navigating the unfamiliar territory of business acquisition without prior experience
• Identifying trustworthy and reliable advisors to guide him through the process
• Overcoming the apprehension of risking a significant portion of his retirement savings.

Dealwise Geographic and Demographic Insights

Geographic Insights: Dealwise primarily operates in the US, capturing a significant majority of its user base. However, there are emerging opportunities in Canada, the UK, Australia and Germany.

Demographic Insights: Dealwise's target audience consists of individuals aged 35-54, predominantly male, reflecting higher engagement in business ownership and investment.

Dealwise Socio-economic Profile

Household and Income Insights: Dealwise attracts users from diverse household sizes, with the majority in the 3-4 range. The income distribution skews towards medium and high, suggesting financial stability.

Educational and Employment Insights: The majority of Dealwise users are Business Owners or Retired, with a high proportion having University-level education, indicating entrepreneurial interest and financial literacy.

Dealwise Behavioral Insights

Interest-Based Insights: Dealwise users show interest in business news, investments, entrepreneurship, reflecting their ambition to acquire and grow businesses.

Technology and Social Media Usage: Dealwise users primarily use desktop devices and favor LinkedIn, highlighting professional networking for business purposes.

Dealwise Top Competitors