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Asking Price: $625,000

Insurance Agency for Sale - Scottsdale, AZ

Scottsdale, AZ
Maricopa County

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.

Cash Flow Not Disclosed
Revenue $3,500,000

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

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.

Cash Flow $710,000
Revenue $1,500,000

Asking Price: $699,000

Profitable Estate Planning, Trust and Probate Law

Not Disclosed, CA
Not disclosed

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

Cash Flow $285,701
Revenue $472,336
$ Owner Financing Available

Asking Price: $755,000

Established Elder Law & Estate Practice

Not Disclosed, FL
Martin County

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.

Cash Flow $173,537
Revenue $427,265

Asking Price: $3,300,000

Highly Profitable, Established CPA Firm in Southern California

Not Disclosed, CA
Los angeles County

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:

Cash Flow $1,177,588
Revenue $1,920,888

Asking Price: $599,000

Wealth Management & Financial Advisory Practice

Not Disclosed, NJ
Middlesex County

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.

Cash Flow $173,469
Revenue $331,300

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