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The owner of an established boutique M&A advisory firm, whose footprint in the Southern U.S. resides in one of the fastest growing regions in the U.S., is pursuing a sale of the Company. The Company provides both buy-side and sell-side M&A advisory services primarily to industrials, distribution and business services through a unique approach that positions clients for a greater likelihood of ROI capture from their transaction. It has successfully represented nearly 100 clients in M&A, valuation, private capital services over its’ history. There are many valuable assets that will be sold in this transaction. We have prepared a confidential information memorandum that describes this acquisition opportunity in greater detail for interested parties. Thank you for your consideration.
Established and highly regarded as one of the top national coverage insurance firms, this Port Huron, Michigan based insurance agency with a business book of $6.0 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. Seller may be willing to offer partial financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate increased Gross Revenues for 2026 and beyond.PLEASE NOTE - This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Established and highly regarded as one of the top national coverage insurance firms, this Knoxville, TN based insurance agency with a business book of $5.4 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available and the Seller may be willing to offer partial financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate increased Gross Revenues for 2026 and beyond.PLEASE NOTE - This agency must be operated under the brand name of this national coverage insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Blue Coast Savings Consultants is a leading consultancy in cost savings and expense reduction. For over 30 years, our advisors have helped businesses enhance their profits and achieve greater financial flexibility by cutting unnecessary costs. If we don’t deliver savings, there’s simply no fee.
Established risk and compliance consulting practice serving small to mid-sized businesses across the greater Phoenix metro area. This seven-year-old firm provides regulatory compliance audits, internal risk assessments, policy development, and ongoing advisory services to clients in healthcare, finance, and professional services. The business operates on a recurring retainer model with strong client retention, generating consistent annual revenue of over $205,000 and owner earnings exceeding $105,000. All operations are fully remote with minimal overhead, and the current owner manages client relationships with support from one part-time administrative specialist. A well-documented compliance framework and established referral network make this an ideal acquisition for a compliance professional or consulting firm looking to expand into the Southwest market.
Boutique M&A advisory support firm providing specialized due diligence, financial modeling, and deal support services to private equity firms and investment banks. This established practice has built a strong reputation for delivering high-quality analysis and transaction support. The business operates with minimal overhead and generates consistent revenue through repeat engagements with institutional clients. Services include financial due diligence, quality-of-earnings analysis, and integration planning support. The owner has developed proprietary templates and methodologies that streamline project delivery and ensure consistent quality across engagements.
Established fractional CFO and bookkeeping practice serving small to mid-sized businesses in the greater Austin area. This turnkey operation offers comprehensive financial services, including monthly bookkeeping, financial reporting, cash flow management, and strategic CFO advisory. The business has built a loyal client base with recurring revenue streams and strong retention rates. Services are delivered remotely using cloud-based accounting platforms, allowing for flexible operations. The current owner has developed efficient systems and processes that enable high-quality service delivery with minimal overhead. Ideal opportunity for a CPA, financial professional, or entrepreneur looking to enter the growing fractional CFO market.
This is NOT a franchise or business opportunity. This is a service offered to those seeking to purchase a franchise or business using their retirement funds without having to pay the taxes and penalties. You can purchase a franchise or traditional business with a tax qualified retirement plan such as an IRA, 401(k), 403(b), 457(b), SEPs and others.
Established and highly regarded as one of the top national coverage insurance firms, this Scottsdale, AZ based insurance agency with a business book of $3.5 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. Seller may be willing to offer financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate Gross Revenues for the owner in the $475k-$575k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.PLEASE NOTE -This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.
Well managed turnkey Allstate agency located in the dynamic city of Winston Salem, NC.This second generation family run agency has approximately $5 Million in earned premium that consists of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. The agency has an extremely low loss ratio and customer loyalty has created excellent retention in the book. The current owner is available to assist with transition and guidance. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won’t last long on the market.FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT:Energia Consulting Partner.
American Business Systems has been America's Leader in Medical Billing with Unparalleled Training, and Support for over 25 years. $100k Potential working from anywhere, full-time or part-time. Learn more about this great opportunity!
For sale is a well-established 23-year agency in beautiful Naples, FL; only minutes from the beach. It is well-managed with seasoned staff to transition to a new owner. It has almost $7 million in total premium that consists of a preferred auto/homeowner customer base with an excellent opportunity for growth in gross sales as well as life/financial services. The agency has a low loss ratio and customer loyalty has created excellent retention in the book. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won't last long on the market.The asking price is $1,994,000. An NDA is required. The earned premium is $6,700,000 including brokered book. Local and national lenders are available upon request. For seller financing, if necessary, terms are negotiable. Satisfactory collateral is required.A 1,580 sq ft. location is available, near a large real estate office, bank, Publix, restaurants, hair salon, veterinarian, and dry cleaner. They have excellent signage and visibility. There are 7 workstations with computers. They have a 3-year lease, which renews in July 2025. Rent is $2,435/month. All F&E to convey. Confidential until NDA signed. (H)
Transworld Business Advisors of Fremont DRE# 02194963 presents:Rare opportunity to acquire a well-established single-attorney estate planning, trust administration, and probate law practice serving an affluent coastal San Francisco Bay Area community.The practice has operated for more than a decade and has built a trusted local reputation in a market with limited known direct competition in the immediate service area. Services include estate planning, trust administration, and probate, with estate planning representing the core practice area.The firm benefits from referral-driven client flow, a professional office setting, documented workflows, digitized forms/templates, and experienced support staff, including a senior paralegal and executive assistant with meaningful tenure.The practice operates from an attractive and well-suited professional office location. The office has expanded to three suites to support current operations, with the possibility of further expansion, making the location a strong platform for a buyer who wants to maintain and potentially grow the local market presence.This opportunity is best suited for an active California-licensed attorney or law firm seeking to acquire an established local practice with existing infrastructure, staff support, client relationships, and seller transition assistance.Growth opportunities include expanding office hours, increasing digital marketing, enhancing professional referral relationships, and growing trust administration, probate, and related practice areas.A limited amount of seller financing may be available for qualified buyers as the sole discretion of the seller.All inquiries are confidential. NDA and buyer qualification required before disclosure of identifying information.Agent: Shailendra Gupta DRE# 02169356
This Finetech company has developed and patented the world's first non-custodial physical debit card that enables its users to spend their Crypto Currency directly from their Cold Wallet at any POS terminal where Visa/Mastercard is accepted with air-gapped NFC-PSBT signing and real-time fiat conversion. This company has bridged the gap for true self-custody debit card convenience.
Start a Medical & Dental Billing and Practice Management Business – Work from anywhere, part-time or full-time, flexible schedule, huge profit margins! Healthcare is the growth industry of the 21st century! Read more about this exciting opportunity now!
A well-established boutique law firm on Florida's Treasure Coast, serving the Martin and St. Lucie County region. The firm concentrates on Elder Law and its interrelated disciplines: estate planning, wills and trusts, probate and estate administration, guardianships, Medicaid planning, collaborative family law, mediation, adoptions, and real estate transactions. The practice also operates a title insurance capability, supplying a complementary revenue line alongside its core legal services.The firm holds a multi-generational reputation in its market, with roots tracing to a long-standing local law office, and maintains active state and county bar memberships. The business sits in one of the most favorable demographic markets in the country for Elder Law services. The Treasure Coast hosts a large, affluent, and growing retiree population, creating durable and recurring demand for estate planning, Medicaid qualification, guardianship, and probate work. The diversified practice areasreduce dependence on any single service line and generate natural cross-referral opportunities as clients move through successive stages of life.The firm represents an attractive succession or acquisition opportunity for an attorney or practice group seeking an established book of business, a defensible market niche, and a recognized local brand in a high-demand, recession-resilient practice area.
A rare opportunity to acquire a dominant, multi-line insurance agency and brokerage with more than four decades of continuous operation in one of South Florida's highest-premium insurance markets. This is a proven, cash-flowing business with zero debt, multiple active carrier relationships including a recognized top-agency designation with a major national carrier, and a loyal, diversified client base with no single customer representing more than one percent of total commission revenue.The business generates revenue across three complementary channels and has demonstrated exceptional earnings growth over the analyzed period. The sale is owner-initiated for personal relocation reasons only — not distress — and a key long-tenured employee is confirmed to remain with the business. Significant, largely untapped growth levers exist in digital marketing, additional licensed agents, and life and health insurance lines.
**UNDER CONTRACT**Established Independent Insurance AgencyThis insurance agency has been established and serving the community for more than 30 years and it's time for the owner to retire. The business is ready for the next insurance agent to take over and serve the extensive book of business. The agency currently provides Auto, Home, Renters, Business and Recreational insurance services. The professional team will continue to serve the clients under the new ownership. In addition, the agency has also established a book of business with its client financing for policy premiums, which compliments the main agency very well. Reach out to us for further details!!
Working from home as a consultant is a recession-proof business you can operate part-time or full-time. We've been helping professionals build their own consulting businesses for over 20 years and placing them in consulting businesses they never knew existed. All of our consulting opportunities are built so you can start working with clients Day 1. Learn more now!
*UNDER CONTRACT* Robust accounting and CPA firm serving roughly 700 individual clients and 200 businesses clients in a quaint rapidly growing city, located between Green Bay and Milwaukee. Many service lines offered including several licensed CPAs and various tax prep staff and support staff. Seller welcomes the notion to transition the business and its clients to a buyer in hopes to see his legacy persevere. 5% seller financing offered with a strong offer.
Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including large regional and national insurance coverage law firms. Areas of expertise include claims handling, E&O, and complex coverage disputes for defense & plaintiff attorneys. Business can easily be relocated and expanded. Nationwide expert witness services primarily in Nevada, Hawaii, and California. Seller with 35 years of insurance industry experience is willing to assist Buyer as a consultant after closing to ensure smooth transition process! Gross Sales & Net Income are actual 2025 from tax returns with no add backs. EMAIL NOW before it is gone! For the fastest reply to your inquiry, please use this ad's email reply!
This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store is part of the most respected franchise in the industry. While most of the revenue comes from check cashing, this store also offers Western Union, Moneygram, bill pay, debit cards, money orders amongst its many services. Training and licensing are supported by the franchise, and the seller is also a leader in the industry with multiple stores and will help with the transition. The opportunity will require capital as the buyer will need a cash inventory for the store on Day 1.Please place an inquiry to receive the NDA and all of the information on this opportunity.
Established bookkeeping practice serving a regional market south of Duluth. Founded in 1993, the company has built a loyal base of approximately 40 recurring small-business clients through dependable bookkeeping, payroll processing, sales tax reporting and QuickBooks support.The business generates predictable recurring revenue and strong cash flow through long-standing client relationships. Operations are straightforward, making the opportunity well suited for an accountant seeking an established platform with immediate income.Growth opportunities include adding tax preparation services, optimizing pricing and expanding advisory offerings to existing clients. Seller financing is available, and the seller is committed to supporting a smooth transition.Interested buyers should have $75,000 in available capital for the down payment.Listing ID: 59232
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100 clients the firm has achieved remarkable organic growth driven entirely by word-of-mouth referrals and continues to show growth year over year. The practice is fully modernized, operating on a robust cloud infrastructure that allows for efficient, and a majority of remote-first client interactions. The firm offers a comprehensive suite of services, including Payroll Prep, Write-up, LLC & Incorporation, and Corporate & Individual Taxes. The revenue mix is highly stable, split 65% business and 35% individual clients. Financial Highlights:*List Price: $3,300,000•TTM Revenue: $2,211,186•TTM SDE (Seller's Discretionary Earnings): $1,297,224•SDE Margin: 58.7%•Recent Growth: Revenue for Jan–Apr 2026 is up 11% compared to the same period in the prior year. Key Investment Highlights:•Strong Recurring Revenue Base: The firm boasts an 85% client retention rate with longstanding client history*B2B Focus: Businesses make up the majority of revenue, providing for a more stable revenue base*Diversified Services: The firm offers a broad range of services from payroll accounting to foundation set-up•Low Concentration Risk: No single client accounts for more than 5% of total revenue•Turnkey Operations: Supported by a dedicated team of 5 staff members with strong tenure•Seamless Transition: The current owner, who is retiring, is committed to staying on to help transition client relationships and provide necessary support to ensure continued success, or even stay on as a strategic advisor. *Regional or National CPA Firms Looking to Expand: A firm looking to establish or expand its footprint in the Southern California market would gain immediate access to a well-established, loyal client roster of clients*Independent CPAs or Small Practices Looking to Scale: A solo practitioner or small firm ready to grow would acquire a fully staffed, operationally mature practice with proven systems, cloud-based infrastructure, and a recurring revenue base — allowing them to focus on growth rather than building from the ground up.*Out-of-State Firms Seeking a Seeking Southern California Market Entry: A buyer based outside of California looking to get into the California market can integrate this practice with minimal disruption, leveraging the existing team and client relationships from day one.This is a rare opportunity to acquire a highly profitable, scalable, and well-respected CPA practice with a predictable recurring revenue model and exceptional margins. This opportunity is well-suited for a range of qualified buyers, including:
This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the practice's loyal clients. The practice is operated out of the home, so most clients provide their information electronically, lending itself to transfer to non-local buyers.Revenue is made up of approximately 75% bookkeeping/payroll (approximately 28 clients) and 25% tax prep (approximately 400 clients). Tax prep is approximately 70% individual returns, 25% Form 1040 Schedule C, and 5% for Forms 1120, 1120S, 1065, 1041 and 990.
Established Wealth Management & Financial Advisory PracticeEstablished financial advisory and wealth management firm offering a broad range of services including retirement planning, investment management, estate planning, insurance solutions, tax-efficient strategies, and education planning. The business operates with a fiduciary-focused approach and has developed a strong reputation for personalized client service and long-term financial guidance.Also included in the sale is an established CPA practice, creating additional recurring revenue streams, cross-referral opportunities, and expanded client service capabilities. This opportunity is ideal for an existing financial services firm, independent advisor, CPA practice, insurance group, or financial professional looking to expand through acquisition. The company benefits from recurring client relationships, an established digital presence, educational content marketing, and a scalable operating model.The business has developed strong brand credibility through ongoing market commentary, retirement education content, and financial planning resources that help generate and retain client relationships. Services are designed around long-term client engagement and portfolio management, creating strong recurring revenue potential and client retention opportunities.
Established Independent Insurance Agency: Book $1.9M!This is an established independent commercial insurance agency providing liability, property, auto, bond, and workers’ compensation solutions to businesses across Texas. The agency has built a strong reputation for personalized service, fast response times, and customized coverage solutions, resulting in consistent growth and long-term client retention. Supported by a stable licensed staff and diverse carrier relationships, the business offers flexible coverage options for small to medium-sized businesses statewide. Fully relocatable with significant growth potential through expanded marketing, referral partnerships, and geographic outreach.Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! At Transworld Business Advisors, we are the most active business brokerage in the country - listing and selling the most businesses in the state. Get added to our buyer list today to receive notifications as businesses with your criteria hit the market!
Sunbelt Business Brokers of New Orleans presents this established financial services business that provides cash advance solutions to a diverse customer base and offers an excellent opportunity to enter a growing sector of the financial services industry. With streamlined operations, established procedures, and a loyal client base, the business has built a reputation for providing fast, reliable funding solutions while maintaining strong customer relationships.The company benefits from recurring business and referral-driven growth, creating a steady stream of revenue. Its efficient operating model allows for scalability and expansion into additional markets or complementary financial service offerings. With increasing demand for alternative financing options, the business is well-positioned for success under new ownership.This is an ideal opportunity for an entrepreneur seeking a profitable service-based business with strong growth potential and established systems already in place. Come meet the owner, and make an offer today!
This is a well-established sole practitioner firm performing high level accounting, tax & advisory services for small businesses, many who are in the Construction industry. Most clients are long term (10years ), all new clients are referral based. Presently 13 business clients 14 individual tax returns (mostly pass through entity owners & related persons). Annual revenues average $120k per year. Seller is only dedicated to business part time and does well working remotely. This could be scaled up by someone with the time to offer a broader array of services to existing clients and who could accept the referrals that regularly flow in. Seller created an informative website which is included in this sale.
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