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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.
Established and highly regarded as one of the top nationwide insurance firms, this Manassas, VA based insurance agency with a business book of $4.5 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 $595k-$795k 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 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.
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.
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.
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.
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)
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.
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!
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.
• 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 ~
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.
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.
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.
This opportunity represents a well-established, scalable healthcare revenue cycle management platform built to support medical providers across a wide range of specialties. The business operates as a consolidated group of complementary service lines, delivering end-to-end back-office solutions that help providers accelerate cash flow, reduce denials, and eliminate administrative burden.Originally developed to support a complex, vertically integrated medical practice, the platform evolved into a full-service outsourced solution now serving approximately 300 medical practices nationwide. Services include medical billing, coding, accounts receivable and denial management, credentialing, prior authorizations, medical scribing, workers’ compensation billing, virtual administrative support, and related consulting services. The model is client-first and technology-enabled, allowing the company to adapt to each client’s existing EHR and workflows rather than forcing standardized systems.The organization is highly systematized and largely owner-absent, with experienced leadership, administrative teams, IT support, compliance oversight, and a substantial offshore billing workforce already in place. Revenue is primarily recurring and percentage-based, aligning incentives with client success. No single client represents a material concentration of revenue, and contracts are typically renewable annually. Growth opportunities remain significant. A new owner can expand relationship-driven business development, optimize marketing efforts, and improve margins through operational consolidation and cost efficiencies, without disrupting service quality.The seller is committed to a smooth transition, offering exceptional support and training. Additionally, the experienced and dedicated staff are willing to continue with the new owner, ensuring continuity and stability.For further details, including a confidential opportunity summary with financials and photos, please request more information using the form on this page. Upon request, a Non-Disclosure Agreement (NDA) will be promptly emailed to you.
Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims throughout the State of Florida. With an average portfolio of 200 open claims are included with the sale, this business is primed for growth and offers significant potential for a new owner to step in and hit the ground running. Key Features: Diverse Services: The firm boasts expertise in a wide array of insurance claims, including water damage, fire damage, mold remediation, wind-related damages, and flood claims. This diverse service offering ensures a steady stream of clients and a resilient business model. An additional revenue for generating immediate cash flow lies in accounts receivable. This financial advantage makes it an attractive proposition for potential buyers looking to invest in a thriving business. In-House Processing: Unlike many competitors, the company handles its processing internally, reducing costs and streamlining operations. As a result, they have an edge in offering competitive pricing and efficient services. Experienced Management: The presence of an active manager, well-versed in the intricacies of the industry, is a boon for potential buyers. 2025 first 6 month revenue was: $634,659 and owners benefit: $372,045. The below 2025 figures reflect annualized numbers
The business offers human resources consulting and managed services designed to help organizations effectively manage their employees, processes, and compliance requirements. The firm assists clients with strategic HR planning, policy and procedure development, employee relations, performance management, payroll administration, benefits and compensation support, talent acquisition, and HR technology implementation. With flexible engagement models including retained HR support, project-based work, and interim services, the business functions as an extension of its clients' teams. This approach reduces administrative burdens, mitigates risks, and allows leaders to concentrate on business growth and operations. “ALL BUYERS MUST PROVIDE BIO & PROOF OF FUNDS, before RECEIVING ANY INFORMATION.”
Established in 1996 to bridge the gap between independent automotive dealers and DMV services, this business initially tailored services for dealers who lacked staff to manage complex DMV paperwork and for transplants moving from out of state. Operations settled into its current location in 2011 and has been a local fixture, becoming well known in local classic car circles for frequent attendance at shows and gatherings.Today, the company processes a wide range of transactions for thousands of clients, including banks, leasing companies, fleets, and private parties. Services include title transfers, registration renewals, VIN confirmations, and out-of-state registrations.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
This is a rare opportunity for an entrepreneur to acquire an established agency in the beautiful rapidly growing community of Ft. Myers, FL Located near the upcoming newly renovated Royal Palm Square multi-use development. This agency is a great opportunity for an aggressive owner to grow cross-sells and overall new business. Agency has good Retention ratio and a profitable Loss Ratio, both areas are favorably aligned with Allstate compensation and bonus programs. Agency owner is motivated to sell and is retiring from industry.
The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance. Operating for more than a decade, the Business has established a defensible market position supported by experienced management, conservative risk selection, and a focus on preferred commercial risks. The Company has produced stable premium volume with favorable loss experience across multiple underwriting cycles.In addition to its core insurance operations, the Company has developed a fully built, scalable operating infrastructure that supports underwriting, claims management, regulatory reporting, and policy administration. The platform is designed for efficiency, speed, and compliance, enabling rapid deployment in new jurisdictions without material incremental investment. Claims handling and loss control are managed internally, resulting in accelerated claim resolution and reduced long-tail exposure.This opportunity is well suited for a strategic acquirer or insurance partner seeking immediate operating capability, experienced personnel, and a foundation for disciplined expansion in workers’ compensation. The Business offers a rare combination of proven execution, operational readiness, and growth optionality, without reliance on aggressive underwriting or unproven assumptions.NDA is required to secure a comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Well-established virtual bookkeeping and accounting firm with over 15 years of operating history and a nationwide client base. The business operates 100% remotely with a seasoned team handling all day-to-day bookkeeping, making this a truly turn-key acquisition. The current owner is no longer involved in client bookkeeping or daily operations, allowing for a smooth transition and immediate operational continuity post-closing.Highlights:• 100% recurring revenue model with auto-renewing client contracts and built-in annual price increases• Diverse, sticky client base including nonprofits, government contractors, and service-based businesses• Fully virtual operations supported by established systems, workflows, and infrastructure• Strong digital presence with proven marketing channels• Scalable platform suitable for add-on growth or portfolio acquisition• Ideal for an owner-operator or strategic buyer seeking predictable cash flow with minimal operational burdenThis is a low-touch, high-margin business with durable revenue and limited customer concentration risk. To respect all parties’ time, seller meetings will be scheduled once a buyer is prepared to move directly to a purchase agreement. Comprehensive financials and diligence materials will be made available to qualified buyers at that stage. SBA lender pre-qualified. Terms are approximate.
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