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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.
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.
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.
The Growth Coach is a leading business coaching franchise that gives you more than just income—it gives you freedom. Our proven systems empower you to build a flexible, fulfilling business with no employees, no inventory, no expensive location—and no burnout. You’ll have the chance to make the money you want while designing a schedule and lifestyle that works for you.
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)
Insurance Agency Book of Business for Sale – Health Care AccountsEstablished and reputable book of business specializing in Medicare Advantage Plans. The portfolio includes loyal, long-term clients with consistent renewals and strong retention rates. This opportunity is ideal for licensed agents, agencies, or firms seeking immediate expansion within the Florida health insurance market.•Diverse client mix across top national carriers (United, Humana, Freedom, Aetna)•Stable recurring revenue from renewals and cross-sell potential• Medicare Advantage plans are 90% of the revenue• 2025 numbers pulled directly from the sellers 1099's from the listed providersThis is a great opportunity for an experienced insurance agent or agency ready to expand their individual health insurance portfolio in Florida. Must hold an active life and health license.For more information on this business for sale contact listing agent Chris Redmond and refer to listing #2301865610.
Turn your passion for sports and community into a winning franchise—build teamwork, inspire athletes, and create a hub where local spirit thrives. Learn more!
WebsiteClosers® presents a premier Fintech Advisory platform that assists international financial technology companies in launching compliant operations inside the United States. This company is renowned for its expertise in U.S. Money Services Business (MSB) licensing, focusing on regulatory compliance, banking access, and financial infrastructure consulting for companies seeking a structured path into the U.S. financial system. Their clients typically include remittance platforms, digital payment companies, crypto exchanges, and neobanks seeking to expand operations into one of the world's most regulated financial markets.This sale has substantial Seller Financing available to the right buyer. Ownership is very bullish on the company and has no issues financing a significant portion of the transaction.Their service model centers have helped companies move from regulatory planning to operational launch in less time than traditional legal or consulting channels. Their ability to guide international operators through licensing and banking requirements has positioned the business as a recognized advisor within this highly specialized segment of the fintech industry. The company offers a broad range of services covering the full lifecycle of regulated fintech operations. One of their most sought-after offerings is the sale of ready-made U.S. Money Services Business entities, enabling fintech startups to accelerate entry into the American payments ecosystem. These companies are delivered with corporate formation, FinCEN MSB registration, compliance documentation, and operational frameworks already prepared, allowing clients to move into regulated activity far faster than the traditional licensing route.Beyond entity setup, the firm also advises fintech operators pursuing U.S. Money Transmitter Licenses across multiple states. These licenses are essential for companies that transmit funds, operate payment programs, or run digital wallet platforms. The consulting process includes licensing strategy, regulatory communication, compliance policy development, and state-by-state rollout planning. The team assists fintech companies with the development of Anti-Money Laundering and Bank Secrecy Act programs, regulatory documentation, transaction-monitoring frameworks, and internal compliance policies. These services allow growing fintech companies to meet strict regulatory requirements without the need to hire senior compliance executives immediately.The platform also assists fintech companies with sponsor bank relationships and Banking-as-a-Service infrastructure. The company provides guidance for organizations seeking SWIFT connectivity and BIC code access, which are critical components for firms participating in global payment networks. More than 119 clients have engaged the firm’s services, with over 20 active engagements currently underway. Average project value is around $20,000, with many clients returning for additional licensing, compliance, or banking support after completing their first engagement.Monthly revenue grew from roughly $30,000 early in 2025 to more than $200,000 by the end of the year, reflecting rising demand for regulatory advisory and licensing support across the fintech sector. The business now operates with a lean contractor-based team that includes specialists in compliance, licensing consulting, sales, marketing, and client management. The company’s leadership has also built relationships with more than 50 fintech organizations worldwide, creating strong opportunities for repeat engagements and additional advisory work.Opportunities for growth are abundant, with potential avenues including expanding global financial licensing consulting and developing ready-made financial licenses for international markets. The company's strategic focus on U.S.-specific services positions it well for further international expansion, offering significant potential for a new owner to capitalize on this established market position. This fintech consulting brand represents an exceptional acquisition opportunity for buyers with expertise in sales or fintech compliance.Contact WebsiteClosers® today to explore this unique opportunity in the fintech consulting landscape.CODE NAME: Project Iron SummitWC 3953
• 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 ~
SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established in 2022, with their YouTube presence dating back to 2010, giving the brand over a decade of digital authority in the insurance space. This company focuses on helping home and auto insurance shoppers make informed decisions. Their content answers real buyer questions and attracts high-intent consumers who are already searching for coverage options. Instead of chasing traffic with paid ads, they rely on consistent educational videos and topical industry updates that position the brand as a trusted guide.The foundation of this opportunity is a YouTube channel with more than 38,000 subscribers and 812,000 annual views. Monthly views range from 38,000 to 70,000, and the channel generates RPM rates of $72 to $83, which is strong for finance-related content. In 2025 alone, AdSense revenue reached $67,404. Content is published 1-2 times per week, with 78% evergreen material and 22% focused on trending industry topics. Educational videos account for 54% of the content mix, while promotional content accounts for 46%. This balance keeps the audience engaged while guiding viewers to request a quote. All leads originate directly from YouTube traffic, creating a clear and easy-to-follow acquisition path. The brand was built with transferability in mind, and the content focuses on subject matter over personality, allowing for a smooth transition to new on-camera talent. Key Valuation Points• 100% Revenue from YouTube AdSense• 38,000 YouTube Subscribers• $123,880 Potential Lead Value• 812,000 YouTube Views• 3,100 hours of watch time annually• 29% Lead Conversion• $67,000 AdSense Revenue• $72-$83 RPM• 2,300 Organic Leads • 15,000 Email ListTraffic flows from video descriptions and calls to action into a dedicated quote request page. The funnel is managed inside Hublly (High Level), which handles form capture, routing, email notifications, and SMS alerts to assigned agents. The numbers speak clearly. The full quote form converts at 29%, while basic forms on other pages convert at 26%. Over 2,300 organic leads were generated in 2025, and the seller estimates each lead is worth an average of $40.The website recently began tracking more than 1,000 monthly visitors , with the quote request page accounting for 50% of page traffic. This shows clear buyer intent rather than passive browsing. The operation is lean, no ad spend, and no contractors currently in place, no copyright strikes or compliance concerns on the channel, no licensing dependencies are required for operation.Right now, revenue comes exclusively from AdSense, while the majority of generated leads are distributed without formal monetization agreements. This leaves clear room for expansion. Structured pay-per-lead or revenue-share partnerships with agents, carriers, or FMOs could immediately turn existing traffic into an additional revenue stream. There is also a database of more than 15,000 past quote requests that can be used to develop an email marketing channel. Increasing video publishing frequency, hiring additional content creators, launching paid campaigns, and expanding into new insurance verticals are all viable next steps.This is a rare opportunity to acquire a long-standing digital media asset in the insurance space with strong RPM rates, high-intent traffic, a proven 29% conversion funnel, and over 38,000 engaged subscribers. A buyer who understands digital publishing, lead monetization, or insurance distribution will see clear paths to scale both revenue and impact. This business is poised for continued success in the ever-evolving digital insurance landscape, making it an enticing prospect for those looking to capitalize on a thriving online market. Contact SellerForce today to explore this exceptional acquisition opportunity!SF623
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!
Established and highly regarded as one of the top nationwide insurance firms, this Manassas, VA based insurance agency with a business book of $15.0 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. 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 even higher Gross Revenues for the incoming owner.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 Niles, Illinois based insurance agency with a business book of $5.5 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 increased Gross Revenues for 2026 and beyond.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.
SE Ohio Accounting and Tax Practice established 30 yearsThis long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet peak season demands, as well as allowing for a successful transition to a new owner. The current owner of the practice is also open to continued involvement.The practice has a nice mix of revenues, providing for year-round cash flow. Services provided include individual return preparation (43% of total revenue), Payroll services to businesses (32% of total revenue), monthly business and non-profit bookkeeping (14% of total revenue), and business and trust tax return preparation (11%).This is an excellent opportunity for an individual looking to step into a turn-key accounting and tax practice. It would also be a profitable addition for an existing practice/firm looking for an expansion opportunity.
PRE-REVENUE DIGITAL GIFT CARD EXCHANGE PLATFORM (TURNKEY INFRASTRUCTURE ASSET) Digital gift card platform which enables users to exchange purchased or received gift cards. Send and receive digital gift cards across a wide network of major U.S. brands, including national retailers, restaurants, and consumer services. The platform’s core differentiator is its flexible exchange feature, allowing recipients to swap unwanted gift cards for alternatives they prefer. This creates a “regret-free gifting” experience that increases redemption rates and improves end-user satisfaction compared to traditional single-brand gift card models. The system includes a consumer-facing web and mobile experience, backend gift card distribution integrations, fraud prevention tooling, and a scalable architecture designed to support both B2C and potential B2B use cases such as corporate rewards, incentives, and promotional campaigns. Positioned as a turnkey digital gifting infrastructure asset that could be leveraged by fintech companies, loyalty platforms, marketplaces, or marketing technology providers looking to expand into digital value distribution without building the stack from scratch. Assets include brand trademarks, platform codebase, domain assets, and existing supplier integrations. NDA AND PROOF-OF-FUNDS REQUIRED TO ACCESS CONFIDENTIAL INFORMATION.
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.
Established and highly regarded as one of the top nationwide insurance firms, this Saratoga Springs, NY based insurance agency with a business book of $4.4 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. 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.
Established and highly regarded as one of the top nationwide insurance firms, this Albany, NY based insurance agency with a business book of $4.4 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. 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.
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.
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