Seller's Contact Information

  • RE:  Allstate Agency Earn Residual Income
  • Contact:  Dan Huber
Listing Update!
Update: Allstate Agency Earn Residual Income is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

The agency was started over 40 years ago, with the current agent buying the business in 2003. Family owned and operated with strong ties to the community, adding strong long term clients, with multiple polices per household. This business averages 2 polices per household and 71 percent of the client have multiple policies. Loss ratio of 31% and retention rate of 88%

Awards won by this agency include; Honor ring
A long term relationship with a life and financial service specialist allows this agency to sell life insurance and financial services to their clients.
This agency uses eAgent software, to follow up with and retain client long term. This will put the new owner in a great position for a strong client transition.
Agency started 1974, Current agent started as an agent in 2000, and purchased the agency in 2003.

Reason for Selling:

Change. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Allstate Agency Earn Residual Income has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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

Asking Price: $3,300,000

Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base

Not Disclosed, FL
Not disclosed

An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and proven operational systems.• Recurring Revenue Strength: Over 70% of revenue is subscription-based, generating $60,000 in predictable monthly billings from 144 active clients. Minimal seasonality ensures steady, reliable cash flow.• Diverse, Nationwide Client Base: Serving individuals, corporations, partnerships, estates, and startups, with particular strength in the tech and startup sectors. No single client represents more than 10% of revenue, minimizing risk.• Streamlined Operations: Supported by both domestic and offshore staff, the firm utilizes modern platforms such as QuickBooks Online, Intuit ProConnect, ClickUp, and Truss e-signature. With most clients on auto-billing, accounts receivable are near zero and collections are immediate.• Growth Potential: Expand subscription offerings, introduce advisory services, or leverage the firm’s national, tech-enabled model to scale further.• Transition & Continuity: The seller is committed to ensuring client retention and is willing to remain involved post-sale, focusing on relationship continuity and business development.This firm is a strategic acquisition for an existing CPA practice seeking scale or an entrepreneurial CPA looking for a fully operational, growth-ready practice with stable recurring cash flow and a nationwide presence.• Next Steps: Interested buyers must sign an NDA, complete a buyer profile, and provide proof of funds.

Cash Flow $792,937
Revenue $910,769

Asking Price: $1,400,000

SBA Pre-Qual Digital Marketing Agency

Tampa, FL
Hillsborough County

WebsiteClosers® presents a 5-year Full-Service Digital Marketing Agency that has become a trusted partner for marketing solutions tailored to CPAs and Accounting Firms across the United States. Their services span website development, SEO, paid search, content marketing, social media management, lead generation, and video editing …all customized to the strict compliance and client acquisition needs of this industry. With a robust remote operation model, this business has efficiently served a diverse clientele on both coasts, leveraging innovative digital strategies to drive client success.The business operates on a recurring revenue model with clients averaging around $2,000 per month. All engagements are structured around monthly service packages, without lock-in contracts, creating a predictable income while maintaining flexibility for clients. With consistent YoY growth, including a remarkable 74.5% increase in 2023 and projections of 34.8% growth by 2025, this agency demonstrates clear staying power and demand. This company has established a strong reputation for client satisfaction, predominantly growing through word of mouth and referrals, which speaks volumes about the quality and effectiveness of its services. The absence of lock-in contracts provides clients with the flexibility to adapt services to their evolving needs.The agency operates with a scalable structure, utilizing a network of specialized contractors to maintain high-quality service delivery. This approach allows for adaptability and growth, making it a compelling opportunity for a buyer with expertise in SEO and digital marketing strategies to further explore untapped potential in paid advertising and digital content expansion. Each account is carefully managed through structured onboarding, dedicated Asana boards, and a 6-month launch process that transitions clients into long-term service delivery.Key Valuation Points• 5-Year-Old Marketing Agency• Accountants & Financial Advisors as Core Clients• $2,000 Average Monthly Client Revenue• Remote Operations with 0% Office Overheads• 76.7% Organic Traffic Source• 2% Lead Conversion Rate• Growth Potential through Paid Advertising• No Lock-in ContractsThis agency is primed for a seamless transition and offers exceptional potential for expansion. Buyers seeking to capitalize on a well-established business in the marketing niche will find this an attractive opportunity given that it is not overly reliant on paid media or outbound sales. Growth to date has been primarily organic, fueled by word-of-mouth within the financial services industry and strategic partnerships with complementary vendors. The business benefits from the predictable seasonality of the accounting calendar, with demand surging around tax season and continuing throughout advisory periods in Q2 and Q4. This predictable cycle makes revenue forecasting easier and allows the company to staff accordingly.There is a substantial opportunity for scale. A new owner could accelerate growth by investing in outbound sales, forming channel partnerships with tax software providers, developing a webinar series focused on digital marketing for advisors, or expanding into niche services such as lead generation funnels, LinkedIn ads, and YouTube SEO for thought leadership content. There is also potential to license the agency’s custom marketing frameworks to other verticals, such as law firms or insurance brokers.The seller is willing to provide a flexible training and transition period to ensure continuity of service and client satisfaction. All key contractors are expected to remain in place post-close, providing operational continuity and domain expertise that will be invaluable to a new owner. This is an outstanding acquisition opportunity for digital marketing professionals, agency aggregators, or entrepreneurs seeking to acquire a recurring-revenue, service-based business in a resilient niche. With a strong brand reputation, deeply embedded client relationships, and highly scalable systems in place, this business offers immediate profitability and exceptional upside for the right buyer.WC 3800

Cash Flow $314,280
Revenue $493,417
$ Owner Financing Available

Asking Price: $9,500,000

High Growth Tax Resolution Company in CA

Not Disclosed, CA
Not disclosed

Unique acquisition opportunity in the fast-growing tax settlement and resolution services sector. The Company provides specialized solutions to individuals and businesses facing significant tax liabilities, offering an essential service that is both recession-resilient and increasingly in demand. Over the last two years, the Company has experienced extraordinary growth in profitability, with net income expanding by 43% in one year and 68% in the next. This exceptional trajectory is the result of a disciplined marketing and client acquisition strategy, an experienced professional staff, and a highly efficient operating model designed to scale seamlessly. The result is a business that combines strong cash flow characteristics with significant upside potential. Key Investment Considerations: Explosive Financial Growth: Sustained double-digit expansion in net income, demonstrating scalability and operational leverage.Resilient Market Demand: Tax controversies persist regardless of economic cycles, positioning the business as a steady, countercyclical performer.Efficient Operating Model: Lean infrastructure and robust back-office systems deliver strong margins and support rapid growth without significant incremental investment.Scalable Platform: Strong foundation for further expansion through increased marketing, geographic reach, or complementary service offerings.Perfect as a strategic add-on to financial services or professional firms, a platform for private equity, or an entrepreneurial acquisition with immediate cash flow. This represents a rare opportunity to acquire a market-proven, high-growth business in an industry with enduring demand drivers and exceptional margin potential.

Cash Flow $2,813,000
Revenue $11,000,000

Asking Price: $1,250,000

Lead Gen Agency | Financial Services & Marketing

Tampa, FL
Hillsborough County

WebsiteClosers® presents a cutting-edge B2B Lead Generation Company that has become a formidable player in both the Financial Services and Marketing sectors. With a specialization in cold email outreach, this highly efficient enterprise has designed scalable packages tailored to meet the demands of B2B clientele across multiple verticals. By leveraging proprietary software, AI-powered tools, and exclusive platform access, the company delivers cost-effective marketing strategies that consistently drive exceptional customer acquisition and retention outcomes. The reliance on automation ensures minimal labor requirements, allowing a lean team to manage a substantial client base while maintaining quality execution and impressive margins.The business has established a strong reputation in the marketplace for its innovative approach to lead generation. By focusing on cold email campaigns and digital-first engagement strategies, the company provides a highly automated, results-driven process that reduces friction in customer acquisition. This approach eliminates the heavy reliance on human capital often found in traditional marketing firms and instead positions the business as a technology-enabled, scalable operation. Clients benefit from streamlined services that maximize ROI, while the company enjoys recurring revenue and predictable cash flow supported by its digital infrastructure.Key Valuation Points• $3,000 Avg. Monthly Contract• Financial Services and Marketing Sectors• Over $80M in Pipeline Value Generated Across Clients• CAC of $200-$300• 45 CAC : LTV Ratio• $15,000 Lifetime Value• 2 Full-Time Employees• Proprietary AI ToolsWith a proven foundation already in place, the brand is primed for rapid growth. Expansion opportunities include diversifying into additional high-value verticals such as healthcare and home services, introducing complementary offerings like sales enablement and conversion support to lower churn, and scaling outbound campaigns into untapped geographic markets. The extensive portfolio of digital assets, including proprietary tools and strategic domain holdings, provides further insulation against competitors while enhancing the company’s long-term value. These assets, paired with a highly efficient operational model, give buyers a unique opportunity to acquire a business that combines profitability, scalability, and future growth potential.This lead generation enterprise offers buyers an exceptional chance to enter or expand within the rapidly growing B2B marketing sector. With its sophisticated infrastructure, streamlined operations, and multiple avenues for expansion, it stands out as a compelling acquisition for investors seeking both immediate cash flow and significant upside potential.Contact WebsiteClosers® today to learn more about this dynamic acquisition opportunity.WC 3795

Cash Flow $333,419
Revenue $485,921
$ Owner Financing Available

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