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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.
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.
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 Allstate Exclusive Insurance Agency for Sale – Lake Ridge, VAAn opportunity to acquire a well-established and profitable Allstate exclusive insurance agency located in Lake Ridge, Virginia. The agency has been in continuous operation since 2022 and has developed a strong, diversified book of business supported by a loyal client base and experienced staff.Key Highlights:Exclusive Allstate agency with a solid and growing book of businessPositive cash flow since inceptionReliable, trained staff in placeDay-to-day operations run independently without owner presenceEstablished systems, processes, and carrier supportStrong customer retention and cross-selling potentialLocated in a stable and growing market within Northern VirginiaThis agency is ideal for:An existing Allstate agent looking to expand through acquisitionA qualified buyer seeking a turnkey insurance businessAn operator looking for a semi-absentee or owner-light modelThe current owner is pursuing other business ventures and is open to a smooth transition to ensure continuity for clients, staff, and the carrier.Serious inquiries only. Additional financial details available upon execution of a confidentiality agreement and confirmation of buyer qualifications.
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.
Most franchises ask for $100,000+ and years of your life before you see a dime. Blue Edge Financial works differently. We've spent 6 years developing an AI-powered algorithmic system that lets you profit from the markets - without risking your own capital. No storefront nor staff needed. Just smart technology and real coaching. Over 1,400+ people have used this to build income on their own terms. We're not the right fit for everyone. But if you're looking for something smarter, we should talk.
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.
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 Northwest Ohio represents a 40 year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This business is profitable and ready for a new owner to take it to the next level. It is an ideal investment opportunity for a strategic buyer lookin to add more clients and revenue to their existing portfolio OR an individual who is financially savvy and looking for an opportunity. This owner has approximately 600 repeat clients every year and processes hundreds of tax returns each year. The community is undergoing a major rebuilding program, which paves the way for additional growth opportunities. The owner turns clients away and has forgone growing the business due to the stage they are at in their personal life.
Paramount Tax franchise is here to help individuals, CPAs, and small tax firms find the organization and access support and resources necessary to compete with big name tax preparers. Franchising with Paramount Tax gives you the training, job security and flexibility you need to find success--no matter your level of experience. Learn more now!
• Home-Based Business... Make your own hours (Part-Time or Full-Time) “Your choice.”• This is NOT a franchise; there No no royalties; you keep 100% of the Profits!• Operate locally or remotely from anywhere.• Web-based electronic medical billing.• Absolutely no experience is required for this professional home-based medical billing service!• Training will be provided; all training can be done online!!• Very flexible and scalable!~ No Brokers, Please ~
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.
For Sale: This fully turn-key insurance agency in Shelby County, AL. The current owner is moving on to a new endeavor. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, business and financial services backed by a fortune 250 brand This agency would thrive under a new, hands-on owner who will take this business to next level. You will need to have the ability to hire and manage staff as the business continues to grow, and the drive to meet daily business objectives. All while delivering superior customer satisfaction. No prior experience is needed. We provide you with an exceptional insurance education. If this sounds like a business for you, here are three compelling reasons to consider owning your own agency: An Exceptional Entrepreneurial Opportunity to run your own business and watch its value grow with every sale and with no franchise fees.An Industry Powerhouse that is a financially sound business leader with one of the most recognized consumer brands in America.A Product Portfolio to help meet consumer needs of virtually every household, in good economic times and bad. Full training by a local corporate district manager with 30 years in the industry - this is not corporate training 101, but rather a hands-on embedded training and onboarding experience with a proven track record of success and growth.
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!
Established and highly regarded as one of the top nationwide insurance firms, this Independence, Missouri based insurance agency with a business book of $5.0 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 approved. 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 $605k-$825k range over the next 12 months. Staff will remain with the business.PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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 nationwide insurance firms, this Portland, Oregon based insurance agency with a business book of $3.2 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 substantial increases in Gross Revenues for the owner over the next 12 months. PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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 nationwide insurance firms, this Madison, WI based insurance agency with a business book of $10.5 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 significantly increased Gross Revenues for the owner over the next 12 months. PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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.
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!
Established and highly regarded as one of the top nationwide insurance firms, this Everett, WA based insurance agency with a business book of $4.2 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 increased Gross Revenues over the next 12 months.PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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 nationwide insurance firms, this Midlothian, IL based insurance agency with a business book of $6.8 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 $795k-$925k range over the next 12 months. Staff will remain with the agency.PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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.
BooXkeeping is a remote, outsourced bookkeeping franchise that helps small-to-medium-sized businesses simplify and standardize their financial operations. Operating within an approximately $80 billion industry, BooXkeeping is positioned at the intersection of recurring revenue, business services, and franchising.
This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a reputation for reliability and exceptional service. The business operates with a dedicated team and a strong presence in the professional fiduciary industry.
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