Seller's Contact Information

  • RE:  Established Gulf Coast Tax, Accounting & Bookkeeping Business For Sale
  • Contact:  Ward Wicht
Listing Update!
Update: Established Gulf Coast Tax, Accounting & Bookkeeping Business For Sale 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:

Step into a well-established tax and accounting business that was carefully nurtured by its current owner and is ready for your entrepreneurial expertise. Welcome to an opportunity where a proven foundation meets your ambition to take the reins and bring the business to new Heights. This business boasts a rich history of success, having been diligently built and nurtured by a dedicated owner. You can be assured that you are stepping into a business with a solid foundation of expertise, competence, and customer satisfaction. Acquire a tax and accounting business with an esteemed legacy and embark on your entrepreneurial journey with confidence, knowing that you’re inheriting a thriving business primed for your leadership. Embrace this opportunity to make your mark and watch your vision seamlessly merge with a celebrated past. Contact us today to take the next step toward assuming ownership and continuing the legacy of excellence. Together, let’s create a future where success knows no bounds.

Property Features and Assets:

Over 500 Clients throughout the Mississippi Gulf Coast located in Metropolitan Statistical Area include Biloxi, Ocean Springs, Waveland, Bay St. Louis, Diamondhead, Pass Christian, Long Beach, Gulfport, D'Iberville, Gautier, Pascagoula, Moss Point, Lucedale, and Wiggins. And also Slidell, Louisiana (LA).

Market Competition and Expansion:

**Your Vision, Their Trust. ** Take pride in the fact that you are not just acquiring a business; you are inheriting the trust and confidence of a loyal client base. With your experience, fresh ideas, and dedication to exceptional service, you can build upon this foundation and forge lasting, mutually beneficial.

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Established Gulf Coast Tax, Accounting & Bookkeeping Business For Sale 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!

Asking Price: $104,900

Insurance Agency (Local & Independent)

Boston, MA
Suffolk County

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products our loyal clients need. We deal with Home, Auto, Renters, Flood, Landlord, Umbrella, etc. We utilize the top insurance companies in the U.S.A including Allstate, Progressive, Nationwide, Berkshire Hathaway, Ethos, US Assure and many more. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services.Be your own boss and own an agency for success and wealth building. So, you don't have an insurance background? That's fine. The parent company provides 6 months of comprehensive training and ongoing mentor support. If you are a motivated, sales orientated person this training and support almost guarantees success. 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. 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 the consumer needs of virtually every household, in good economic times and bad. Other Business Highlights Include:- State of the Art Tech-Driven Platform- Exceptional Support Network- Build Wealth through Ongoing & Residual Income Streams- Best of the Best Insurance ProductsContact John for detailed information about this business.

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Cash Flow $93,250
Revenue $636,230

Asking Price: $650,000

Highly Reputable M&A Advisory/Business Brokerage

Not Disclosed, TX
Not disclosed

Business Description• The Industry: We are delighted and honored to present the rare opportunity to own a market-entrenched, long-established, reputable Lower Middle Market M & A Advisory/Business Brokerage firm in the business-friendly state of Texas. The company represents successful business owners who desire to exit their business and reap the financial rewards of their years spent growing their business. The firm represents the business owner in the sale to both High Net Worth individuals as well as institutional buyers.• Texas has more business owners than almost any other state, and with many of these owners being baby boomers at retirement age, the timing is ideal to enter this industry. According to multiple sources, somewhere close to half of those are small business owners and prospective clients. On the other side, Buyers are attracted to Texas as it is so business friendly, especially with no state income taxes, and the cost of living in most areas is quite affordable.• Who would be interested in this awesome acquisition? An ideal Buyer for this M&A Advisory/Business Brokerage firm may be an accountant, CPA, MBA, CFO, Financial Advisor, a current business broker who would like the rewards earned from owning their own firm; or an astute, personable individual who has business ownership or sales experience.• This firm enjoys a robust CRM system to manage engagements and utilizes expert marketing providers.• A new owner will enjoy years of buyer/seller data included in their CRM system, which can kick start a marketing campaign for Sellers or prospective buyers of one of their listings. This business is not a franchise. The company enjoys top Google placements under multiple key words.• Facilities: The firm operates out of a centrally located, functional office in a small office building. The space of approximately 2,000 sf includes a conference room with plenty of space to host meetings.• Available for Lease or CRE purchase: Real Estate is available for purchase in addition to a purchase of the business for $700,000. Total for both the business and the real estate would be $1,650,000. Alternatively, one could purchase the business and lease the offices for the same $6,000/month the Seller is paying.• Cash flow above is based on Seller’s average discretionary earnings (SDE) of $500k for the past 6 years ended 2024.• NDA from qualified, prospective Buyers required before learning more about this opportunity.Growth Opportunities• Expand the area served to include the entire state of Texas. Currently, the firm only markets to a limited area in the state. According to the Secretary of State, as of February 4th 2025, there are approximately 2,964,180 registered business entities in the State of Texas. According to a number of sites, small businesses in Texas make up between 98% and 99% of all Texas businesses. With much of the baby-boomer generation at or approaching retirement age, there will be a plethora of business owners who will transition their business to a third party versus to their family in the near future.• New ownership could additionally bring on more agents, with some working remotely using the robust CRM system. Currently, the number of agents is limited due to Seller preference.• Many business brokerage firms also act as franchise consultants, which matches buyers with new franchise opportunities, which could increase revenue if the new owner chose to add that service.This business is not a franchise.This is not a solicitation or offering to sell securities.Listing Broker Erin Bonner, Transaction Intermediary, Consultant & Business Broker.

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Cash Flow $500,000
Revenue $1,426,000

Asking Price: $104,900

Local, Independent Insurance Co - Cleveland

Cleveland, OH
Cuyahoga County

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products our loyal clients need. We deal with Home, Auto, Renters, Flood, Landlord, Umbrella, etc. We utilize the top insurance companies in the U.S.A including Allstate, Progressive, Nationwide, Berkshire Hathaway, Ethos, US Assure and many more. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services.Be your own boss and own an agency for success and wealth building. So, you don't have an insurance background? That's fine. The parent company provides 6 months of comprehensive training and ongoing mentor support. If you are a motivated, sales orientated person this training and support almost guarantees success. 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. 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 the consumer needs of virtually every household, in good economic times and bad. Other Business Highlights Include:-        State of the Art Tech-Driven Platform-        Exceptional Support Network-        Build Wealth through Ongoing & Residual Income Streams-        Best of the Best Insurance Products

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Cash Flow $93,250
Revenue $636,230

Asking Price: $105,000

Local, Independent Insurance Agency In Chicago

Chicago, IL
Cook County

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products our loyal clients need. We deal with Home, Auto, Renters, Flood, Landlord, Umbrella, etc. We utilize the top insurance companies in the U.S.A including Allstate, Progressive, Nationwide, Berkshire Hathaway, Ethos, US Assure and many more. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services.Be your own boss and own an agency for success and wealth building. So, you don't have an insurance background? That's fine. The parent company provides 6 months of comprehensive training and ongoing mentor support. If you are a motivated, sales orientated person this training and support almost guarantees success.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.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 the consumer needs of virtually every household, in good economic times and bad.Other Business Highlights Include:- State of the Art Tech-Driven Platform- Exceptional Support Network- Build Wealth through Ongoing & Residual Income Streams- Best of the Best Insurance Products

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Cash Flow $92,000
Revenue $634,000
$ Owner Financing Available

Asking Price: $1,150,000

Profitable & Independent Insurance Agency

Not Disclosed, IL
Cook County

Wildly successful independent insurance agency for sale with minimum 35% year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car registration that makes up 46% of revenue) located next to a DMV. We repeat that almost 50% of the revenue of this business comes from car registration sales. For those looking for only a book of insurance business to transfer without this additional revenue stream being taken into consideration, this business is not for you and will not value out based on typical insurance agency metrics. With excellent reviews, this agency has managed to sell and secure over 1,700 policies and 3,700 customers with direct appointments (no aggregator) located in a southwest suburb of Cook County. Please also note there is a decent amount of non-standard policies within the book of business that is being sold, i.e. 25% standard / 75% non-standard. Carriers included, but are not limited to: Progressive, Nationwide, Berkshire Hathaway (Guard), Hartford, First Chicago, and Foremost. It comes with an excellent, affordable office space. Word of mouth has been their only source of growth so there is still tremendous room to grow with marketing. 2024 gross revenue was over $700k with $400k in SDE. Speaking Arabic would be an absolute plus, but not necessary based on the clientele and location of the agency. This an excellent tack on for a buyer that already has an agency and/or it can be rebranded as needed. The sellers preferences would be a buyer that already knows the insurance industry, but it can also serve as a massive head start for someone trying to break into the insurance industry. Inquire within for more information. MUST BE A CASH OR CONVENTIONAL LENDING BUYER

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Cash Flow $428,734
Revenue $783,084

Asking Price: $105,000

Local, Independent Insurance Agency In Salt Lake

Salt Lake City, UT
Salt lake County

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products our loyal clients need. We deal with Home, Auto, Renters, Flood, Landlord, Umbrella, etc. We utilize the top insurance companies in the U.S.A including Allstate, Progressive, Nationwide, Berkshire Hathaway, Ethos, US Assure and many more. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services.Be your own boss and own an agency for success and wealth building. So, you don't have an insurance background? That's fine. The parent company provides 6 months of comprehensive training and ongoing mentor support. If you are a motivated, sales orientated person this training and support almost guarantees success.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.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 the consumer needs of virtually every household, in good economic times and bad.Other Business Highlights Include:- State of the Art Tech-Driven Platform- Exceptional Support Network- Build Wealth through Ongoing & Residual Income Streams- Best of the Best Insurance Products

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Cash Flow $92,500
Revenue $633,700
$ Owner Financing Available

Asking Price: $250,000

Profitable Mortgage Business w/ Strong Referrals

Not Disclosed, GA
Fulton County

This is a rare opportunity to acquire a well-established, highly reputable mortgage business with consistent cash flow, strong referral relationships, and built-in growth opportunities.With over 30 years of experience behind the business, the owner has built a reputation for trusted service, long-term client relationships, and delivering a wide variety of mortgage solutions at competitive rates. The business operates lean with minimal overhead and offers an excellent platform for a buyer looking to expand an existing brokerage or step out independently.Highlights:• Average Cash Flow: ~$120,000/year over the last three years• 2023 Revenue: $180,000 | 2024 Revenue: $215,000 | 2025 YTD: $175,000 • Highly committed referral partner willing to continue the relationship post-sale• Includes a seat at a BNI group generating ~$100K in closed referral business annually• Home-based and relocatable, offering flexible operations• Ideal for a loan officer, broker, or team looking to scale with a turnkey book of businessThe seller is willing to provide transition support to ensure a smooth handoff and retention of referral sources. This is a confidential listing — a Non-Disclosure Agreement (NDA) is required to receive the full business profile.Inquire today to explore this high-quality opportunity in the mortgage space.

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Cash Flow $142,329
Revenue $219,092
$ Owner Financing Available

Asking Price: $600,000

Fairfax County, VA -Full Service CPA & Bookkeeping

Not Disclosed, VA
Fairfax County

Founded in 2008 and operating in bustling, growing, and diverse Fairfax County, Virginia, this full service CPA firm specializes in accounting, financial statement preparation, tax planning, and bookkeeping services.  This business has built a loyal book of clients by delivering on the following core principles:1)  Listening carefully to the client's needs and delivering solutions to meet requirements.2)  Focusing on both short and long term planning horizons.3)  Providing quality services in a timely manner.4)  Staying up to date on the latest income tax guidelines and financial practices.   5)  Leveraging technology to make it easy to do business with their clients.This business is located in the center of a populated, affluent client base which affords the opportunity to attract individuals, families, commercial business owners, and government contractors.  The current customer book includes 850 clients with 60% being individuals and 40% businesses.  The diversity of consumer bases sets up a solid foundation for future growth.  The service menu is extensive and caters to the wide variety of clients, including:.  Financial Statement Preparation.  Payroll Services.  Individual / Family / Small Business Tax Preparation.  QuickBooks Advisory.  Business Bookkeeping.  Government Contracting Accounting .  Auditing .  Estate and Trust Tax PreparationThe seller is looking to retire from the business and engage with a new owner who will continue to build on their successful legacy.   Special Financing --  This business has been pre-qualified for financing with only 10% down payment for 10 years.  Complete details are included in the marketing prospectus. 

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Cash Flow $158,245
Revenue $724,745

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