Acquisition Opportunity Of A M&A Boutique Firm

Asking Price: $1,700,000

Insurance Agency for Sale - Sparks, NV

Established and highly regarded as one of the top nationwide insurance firms, this Sparks, Nevada based insurance agency with a business book of $12.7 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 customer base. 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 in the $1.1 to $1.5 million 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​

Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

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.

Asking Price: $1,600,000

$4.9M Allstate Agency in Winston Salem, NC(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.

Asking Price: $1,994,000

$6.7M Allstate Agency in Naples, FL (H)

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)

Asking Price: $495,000

Premium Independent Insurance Agency for Sale

This premium insurance agency specializes in writing homeowner policies for their clients. Considered a 'virtual office' the business has clients throughout the state of Florida. Agency has abt 631 policies that generate about $205,000 in commissions. Agency has all the major direct appointments. Very high retention and opportunity to cross sell other insurance products. 3 employees make-up the agency and these employees would most likely be willing to work with a new owner/agency.Easy to merge into another existing P&C Agency.Please refer to listing #7301-534121 and ask for David Ballou when inquiring.

Asking Price: $549,000

$4 M Allstate Agency in Durham, NC (H)

Asking Price: $3,000,000

High Growth Higher Margin Life Insurance Brokerage

This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net worth individual using a proprietary approach to simplify complex planning for individuals and family estates.Founded in 2024, the company has grown exponentially with top line Revenues of $2,661,821, and an SDE of $997,826 in FY FC 2025. This is a great opportunity for a buyer that is familiar with the Life Insurance business to own and operate a great agency with a team of brokers selling mainly IUL products and complex case design to ultra-high net worth individuals.A Life Agent License is required to acquire, own, and operate this business.For more information, please contact the listing broker, Chris Beckman. Please note, all buyer will be required to sign an NDA and complete a confidential buyer profile to screen for relevant experience and financial capability before any confidential information will be shared.​

Asking Price: $199,000

Established Tax, Bookkeeping & Payroll Firm

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K , has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250 tax returns annually.Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential.The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.

Asking Price: $90,000

Turnkey Tax Preparation Book of Business - 450 Cl

A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes approximately 450 individual clients with long-term loyalty and strong ties to the local community.This book of business features documented processes, consistent annual demand, and reliable client relationships, allowing for a smooth transition and minimal ramp-up time. The current operator is committed to supporting the buyer during the transition period to ensure continuity and client retention.Ideal for an accounting professional or firm seeking to grow their client base through a stable, relationship-driven portfolio with room for service and revenue expansion.

Asking Price: $1,100,000

Insurance Agency for Sale - Bellingham, WA

Established and highly regarded as one of the top nationwide insurance firms, this Bellingham, Washington based insurance agency with a business book of $8.0 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 Gross Revenues in the $750k-$1.0 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve

Asking Price: $1,500,000

Insurance Agency for Sale - Arlington, WA

Established and highly regarded as one of the top nationwide insurance firms, this Arlington, Washington based insurance agency with a business book of $11.0 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 Gross Revenues in the $1.2 million to $1.5 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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​

Asking Price: $995,000

Insurance Agency for Sale - Mount Vernon, WA

Established and highly regarded as one of the top nationwide insurance firms, this Mount Vernon, Washington based insurance agency with a business book of $7.0 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 Gross Revenues in the $600k-$925k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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​

Asking Price: $830,000

Insurance Agency for Sale - Lynnwood, WA

Established and highly regarded as one of the top nationwide insurance firms, this Lynnwood, Washington based insurance agency with a business book of $5.9 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 in the $525k-$800k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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​

Asking Price: $915,000

Insurance Agency for Sale - Vancouver, Washington

Established and highly regarded as one of the top nationwide insurance firms, this Vancouver, Washington based insurance agency with a business book of $6.5 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 in the $600k-$850k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, StevePLEASE 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.

Asking Price: $248,000

B2B Lending Company and Platform for Sale

Acquire this existing, historically profitable small-business financing (MCA) marketplace that helps entrepreneurs across the United States access a range of funding solutions via a streamlined online application process. 7 Year Track Record of success and SEO Optimization.With exceptionally high margins, residual income, and low overhead, this is an ideal business for someone with experience in the MCA (Merchant Cash Advance) lending space.Plug and Play opportunity.Qualified and experienced buyers only.Must have at least 1 year of MCA experience to qualify for seller financing.Please refer to listing #2201-290438 and ask for Christopher Palumbo

Asking Price: $995,000

Well-Established Tax Accounting Practice

For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from essential tax management and accounting services to in-depth offerings like reviews, financial statements, and trust and estate planning.The owner has established a proactive, advisory-focused firm. The team meets regularly with each client—often more frequently than quarterly—to fully engage and build strong relationships that support their long-term goals as business owners and foster the growth of their companies. This accounting firm primarily serves business owners, with the intent to help them operate more efficiently and drive meaningful progress as effectively as possible.Number of customer tax filings by form:1040 - 5171041 - 281065 - 531120 - 1725500 - 2709 - 2990 - 10For more information on this business for sale contact listing agent James Knox. Please refer to listing #6401238047.

Asking Price: $975,000

Insurance Agency for Sale - Rio Rancho, NM

Established and highly regarded as one of the top nationwide insurance firms, this Rio Rancho, New Mexico 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 customer base. 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 in the $575k-$775k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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​

Asking Price: $799,000

Insurance Agency for Sale - Albuquerque

Established and highly regarded as one of the top nationwide insurance firms, this Albuquerque, New Mexico based insurance agency with a business book of $5.7 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 customer base. 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 in the $850k-$1.1 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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​

Asking Price: $595,000

Insurance Agency for Sale - Santa Fe, NM

Established and highly regarded as one of the top nationwide insurance firms, this Santa Fe, New Mexico 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 customer base. 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 in the $400k to $625k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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​

Asking Price: $725,000

Insurance Agency for Sale - Las Vegas, NV

Established and highly regarded as one of the top nationwide insurance firms, this Las Vegas, Nevada based insurance agency with a business book of $5.2 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 customer base. 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 in the $475k to $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​

Asking Price: $250,000

Established and Successful Insurance Agency

Established and Successful Insurance Agency: Book $1.5M!This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in a fast-growing community with limited competition, creating a stable foundation and clear paths for expansion.The current owner has maintained a loyal customer base and built a streamlined operation with no employees, making this an excellent opportunity for a new agent to step in and scale. The business benefits from strong brand recognition, long-standing client relationships, and recurring revenue that increases year over year.Significant growth potential exists through targeted marketing, community outreach, cross-selling, and expanding product lines. This opportunity is ideal for a licensed Property & Casualty and Accident & Health professional seeking a turnkey, income-producing book with room to grow.The owner is selling due to retirement, offering a smooth transition for the right buyer.Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! At Transworld Business Advisors, we are the most active business brokerage in the country - listing and selling the most businesses in the state. Get added to our buyer list today to receive notifications as businesses with your criteria hit the market! 

Asking Price: $675,000

Insurance Agency for Sale - Kalispell, MT

Established and highly regarded as one of the top nationwide insurance firms, this Kalispell, MT 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 customer base. 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 in the $495k-$695k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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.​

Asking Price: $1,350,000

Insurance Agency for Sale - Denver, CO

Established and highly regarded as one of the top nationwide insurance firms, this Denver, Colorado based insurance agency with a business book of $9.4 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 customer base. 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 in the $900k-$1.25 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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​

Asking Price: $525,000

Insurance Agency for Sale - Colorado Springs, CO

Established and highly regarded as one of the top nationwide insurance firms, this Colorado Springs, Colorado based insurance agency with a business book of $3.95 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 customer base. 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 in the $450k-$675k 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.

Asking Price: $695,000

Insurance Agency for Sale - Lakewood, CO

Established and highly regarded as one of the top nationwide insurance firms, this Lakewood, Colorado based insurance agency with a business book of $5.2 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 customer base. 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 in the $475k-$695k 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​

Asking Price: $860,000

Insurance Agency for Sale - Aurora, CO

Established and highly regarded as one of the top nationwide insurance firms, this Aurora, Colorado based insurance agency with a business book of $6.6 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 customer base. 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 in the $675k-$895k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, Steve​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.​

Asking Price: $450,000

Non-Standard Insurance Agency w/Multiple Revenue L

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant market gap and tailored products for the Hispanic community. By focusing on educating clients via personalized service and multilingual support, the company established a strong reputation and loyal client base. The agency maintains active appointments with a diverse group of carriers, including Kemper-Infinity, Safeway, National General, Bristol, Foremost, Aspire, Pacific Specialty, First Connect, Thimble, HCC, CNA Surety, Aegis, Lemonade, Bridger, and Agentero MGA. All carrier relationships are in good standing, with no known concerns regarding cooperation or policy transfers. Buyer must have their own Safeco appointment to be eligible for this acquisition.As part of its commitment to the community, the business also offers Live Scan fingerprinting, tax preparation, and DMV registration, each of which provides consistent and growing revenue.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Asking Price: $850,000

Fairfax County, VA-Full Service CPA & Bookkeeping

Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and comprehensive bookkeeping services. The business has built a loyal client base by consistently delivering on five core principles:Listening closely to client needs and providing tailored solutions.Supporting both short-term objectives and long-term planning.Delivering high-quality services with dependable turnaround times.Staying current with evolving tax laws and financial best practices.Leveraging modern technology to create a smooth, efficient client experience.Positioned within a large, affluent population, the firm attracts individuals, families, business owners, and government contractors. The current client portfolio includes approximately 750 clients, with 70 percent individuals and 30 percent businesses, creating a healthy mix that supports stability and future growth. The service menu is broad and designed to meet the diverse needs of this market:• Financial Statement Preparation• Payroll Services• Individual, Family, and Small Business Tax Preparation• QuickBooks Advisory• Business Bookkeeping• Government Contracting Accounting• Auditing• Estate and Trust Tax PreparationThe owner is preparing for retirement and is seeking a buyer who will continue the firm’s longstanding reputation for professionalism, integrity, and client care.Special Financing: This business has been lender pre-qualified with only 10 percent down and a 10-year term for a qualified buyer. Full details are included in the marketing prospectus.Option to Purchase Segments:       Audit / Attest purchase price: $300,000      Tax / Bookkeeping purchase price $550,000

Asking Price: $425,000

Full-Service Accounting Firm – Tax, Bookkeeping & Payroll Practice

Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation, bookkeeping, payroll, and advisory services to a loyal mix of individual and small-business clients.The firm has built a reputation for personalized service, responsiveness, and integrity, backed by a consistent 4.9-star Google rating. All operations are conducted in-person, from a professional office with trained staff in place. Highlights:•16 years in business with long-term client relationships•Full-service model: tax, bookkeeping, payroll, advisory•Over 1,000 returns filed annually•5 full-time and 1 part-time employees•In-town location with affordable lease ($1,760/month through 2026)•Clean transition ready: organized files, loyal team, owner training included For more information on this listing—including the business name, location, and detailed financials—interested buyers must complete a Non-Disclosure Agreement (NDA) and Buyer Profile as verification of financial capability.This business is proudly represented by Sunbelt Business Brokers of Orlando, serving Central Florida for over 40 years with over 1,000 successfully sold businesses.

Asking Price: $4,500,000

Well-Established Insurance Agency– Loyal Clients

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency offers Auto Insurance (both Commercial and Personal), Homeowners and Renters Insurance, Income Tax Services, Auto Title Services, and Notary Public support. With a strong commitment to delivering exceptional customer service in both English and Spanish, the agency has built a loyal client base. This loyalty is evidenced by the high volume of customer referrals, which consistently generate approximately 70% of new business. The agency has experienced steady financial growth over the past three years. In 2022, revenue reached $1.23 million with a net income of $635,432. By 2024, revenue had grown to $1.66 million with net income increasing to $879,063. The momentum has continued into 2025, with revenue at $1.41 million for the first 10 months of the year,ending October 31, and net income at $710,232 for the same period.