Seller's Contact Information

  • RE:  Highly Lucrative Financial Services Business
  • Contact:  Charles Burke
Listing Update!
Update: Highly Lucrative Financial Services Business 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:

Highly profitable financial services business located right in the heart of Austin. Primarily functioning as a local business brokerage firm, the primary source of revenue for the company comes from consulting fees and business transaction commissions that come after assisting local business sellers throughout the process of confidentially selling their company to qualified buyers. Business has a very steady demand of eager clients and specializes in M&A transactions, business valuations, consulting. Business has an extraordinarily consistent marketing engine that has kept motivated clients coming through the doors for decades.

Business is priced to sell and unlike any other financial firms in the area. Please reach out to the listing agent for more information today!

Property Features and Assets:

This is a home based firm and provides the owner an opportunity to be able to set their own schedule so long as they don't mind the frequent phone calls from clients throughout the week. There are very few physical assets as the business runs a very lean sales-oriented model, although one could definitely grow the company into an office space and scale profitability by hiring more employees over time.

Market Competition and Expansion:

Competition in this industry is extremely low and growth potential is high. This is a highly resilient business model and has a proven track-record of consistent performance even throughout times of economic strain, such as the COVID-19 pandemic.

Reason for Selling:

Available Upon Request. Kindly ask the seller for more information.

Additional Details:

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

Relevant Links:

Opportunity Update!

Exciting update: Highly Lucrative Financial Services Business 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: $65,000

Offer of the Year!

Pueblo, CO
Pueblo County

Tremendous Income!!Receive a phenomenal income as a partial owner or complete owner of a Cannabis Grow Center, and you can do it from the comfort of your home. We have been in the Cannabis industry for over 10 years. Obviously, we are in the top ten percent in the state of Colorado that made it through the pandemic with both dispensaries and grow centers intact. We have 18 grow center licenses and over 165 acres. We have indoor grows, outdoor grows and humidified buildings for storage. We are in the process of selling one of our grow centers. This grow center has a massive plant count to ensure a phenomenal return. The greatest feature of this offer is that we sell to our very own dispensaries, and the price is always guaranteed. Go to our website and take a look for yourself and then give us a call so you can have all of your questions answered. You will be thrilled when you actually hear the plant count, and the projected annual residual income. For as low as $65,000 you can sit on your couch and earn a massive residual income in the lighting fast growing cannabis industry. Don't delay, call today since we believe this offer will not last very long. This is truly a once in a lifetime opportunity.In business timing is everything and today your timing is perfect!We look forward to hearing from you. 800-881-1528 www.CRMFarms.com 

Cash Flow Not Disclosed
Revenue $3,000,000

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: $3,000,000

Authoritative Tax Information & Services Website

Tampa, FL
Hillsborough County

WebsiteClosers® presents an elite digital asset and authoritative content platform operating in the U.S. Tax Services and Information sector. Built on one of the most recognizable domain names on the internet, this business serves as a trusted destination for millions of Americans seeking up-to-date guidance on tax preparation, e-filing, IRS deadlines, tax refunds, deductions, and personal finance topics.The site functions as a high-traffic content hub optimized for seasonal surges and evergreen interest in tax-related topics. From tax brackets and refund schedules to IRS contact resources, filing tips, and affiliate e-filing promotions, this business provides a seamless blend of informative content and monetized pathways that drive strong annual revenue at ~90% profit margins. The business capitalizes on direct navigation, longtail SEO, and trending search demand surrounding tax season and federal policy changes.With rankings on thousands of keywords such as “how to file taxes online,” “IRS refund schedule,” “tax brackets 2024,” “IRS phone number,” and “efile taxes,” this business benefits from strong organic visibility and substantial direct traffic due to the trust built into the brand name. It’s monetized primarily through Google AdSense, Ezoic, and affiliate partnerships with tax software platforms. The advertising model is completely automated, requiring no sales staff, no client relationships, and no active marketing. The business runs with no employees, though a small offshore team is available and trained in content updates, reporting, and compliance.Operationally, the business is simple and highly passive. The current owner invests approximately one hour per week overseeing ad performance and occasional content tweaks. All hosting, content, and monetization systems are fully in place. There are no product SKUs, no customer service queues, and no technical complexities — making this an ideal acquisition for investors, portfolio operators, or content marketing specialists seeking recurring revenue with minimal touch.Key Valuation Points• Memorable Domain with High Direct Traffic.• Average Monthly Revenue of $39,332.• 88% Direct and 12% Organic Traffic.• Minimal Owner Involvement - 1 Hour Weekly.• Revenue Streams: 2/3 Affiliates, 1/3 Advertising• Growth Potential with SEO and Content Expansion.• Stable Revenue with Prepay and Net 15-30 Terms.Growth opportunities are substantial. A new owner could dramatically expand earnings through newsletter creation, sponsored content, Spanish-language expansion, a downloadable tax filing guide, or syndication of content through Google News and social platforms. With near-limitless SEO headroom and rising consumer demand for independent, trustworthy tax guidance, this business is a powerhouse brand that has only scratched the surface of growth.This is a rare opportunity to acquire an iconic piece of internet real estate that also happens to be a lean, profitable, and fully operational business in the evergreen tax and financial literacy sector.Contact WebsiteClosers® today to unlock the full potential of this once-in-a-generation digital asset.WC 3846

Cash Flow $399,155
Revenue $429,852
$ Owner Financing Available

Asking Price: $1,650,000

Established Investor & Trader Community

San Juan, PR
San juan County

For sale is a Discord-based fast-growing online community dedicated to trading education, market analysis, and real-time discussions across stocks, crypto, forex, and options. With a highly engaged member base, the server provides a collaborative environment where traders of all levels exchange insights, strategies, and signals. Its combination of community-driven knowledge, structured learning channels, and interactive features positions it as a valuable hub within the retail trading and investing ecosystem.For a buyer, this acquisition presents an opportunity to take ownership of a thriving community with built-in engagement and monetization potential. Discord’s interactive format lends itself to tiered memberships, premium signal groups, educational courses, affiliate partnerships with brokerages, and advertising opportunities. This platform already benefits from strong brand recognition and organic growth, which can be scaled through targeted marketing, influencer collaborations, and content repurposing across platforms such as YouTube, TikTok, and X (formerly Twitter).Looking ahead, the buyer can significantly expand revenue streams by professionalizing the server’s offerings—such as launching structured mentorship programs, proprietary trading tools, or subscription-based premium rooms. With the surge in retail investing and demand for community-driven insights, this recurring membership-based platform is positioned as both a high-value digital asset and a scalable model for long-term growth in the financial education and trading services sector.

Cash Flow Not Disclosed
Revenue $374,480

Asking Price: $799,000

Profitable Licensed Professional Tax / Firm

Not Disclosed, OR
Not disclosed

A Rare Opportunity: Acquire a Profitable & Established Financial Services FirmInvest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and payroll company is seeking to retire, presenting a unique chance for a motivated licensed individual or firm to acquire a highly profitable and rapidly growing business.The Business & Its StrengthsThis is a full-service operation built on decades of excellence, ready for its next chapter of success.Established and Trusted: Boasting 20 years of service and strong relationships built on decades of trust and good will within the community.Comprehensive Service Offering: The company handles essential financial needs, including full-service tax preparation for personal and business returns, complete bookkeeping needs, and reliable payroll services for businesses.Financial Stability & Growth: The company has demonstrated consistent financial health, showing growth year over year in revenue and profitability.Guaranteed Revenue: A strong foundation of recurring revenues is secured through contractual agreements and secured with a business relationship commitment to excellent client service.Operational Excellence: The business is well-managed and poised for a smooth transition, currently led by an experienced manager who helps ensure continuity and quality service.Real-estate opportunity: To top it off, the real estate is available for purchase with business acquisition.This is a great opportunity for a licensed tax preparer or CPA to act on and I encourage you to reach out to compete the required NDA and learn more.

Cash Flow $312,919
Revenue $685,611

Asking Price: $85,000

Farmers Insurance Agency – Established and Profitable

Not Disclosed, TX
Bexar County

Business OverviewYear-to-Date Earnings: $108,225Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency represents an excellent opportunity for an ambitious new agent or a seasoned professional looking to acquire a turnkey operation with dependable income and room to grow.Key StrengthsEstablished Reputation: Built on trusted service, this agency is known for reliability, integrity, and exceptional client care.Diverse Book of Business: A balanced mix of personal and commercial lines—including specialty products through Kraft Lake—provides consistent, diversified income.Loyal Clientele: Strong retention and word-of-mouth referrals from a stable base of repeat customers.Operational Excellence: Well-organized systems, digital management tools, and streamlined workflows make daily operations efficient and profitable.Recognized Local Presence: Highly regarded in the San Antonio community with strong brand awareness and a solid Farmers affiliation.Scalable Potential: Expand revenue through cross-selling additional lines, introducing new policy types, and strengthening marketing efforts across the region.The OpportunityThis is a turnkey Farmers Insurance Agency offering both stability and growth potential in one of Texas’s fastest-growing markets. With a dependable book of business, strong community recognition, and proven profitability, it’s ready for a smooth transition to a new owner.Whether you’re entering the insurance business or adding to an existing portfolio, this San Antonio agency provides the perfect platform for sustained success.

Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $100,000

Farmers Insurance Agency – Strong Book of Business

Not Disclosed, TX
Bexar County

Farmers Insurance Agency – Strong Book of BusinessStep into a proven, income-generating Farmers Insurance Agency with a strong book of business and a solid presence in both personal and commercial lines. This is an excellent opportunity for a motivated new agent or an experienced professional seeking a turnkey operation with growth potential.Highlights:Seller Earnings (Year-to-Date): $116,719Strong Track Record: Built on excellent service, this agency has a reputation for client trust, reliability, and exceptional customer satisfaction.Balanced Portfolio: A mix of personal and commercial policies—including Kraft Lake—creates a steady and diversified revenue stream.Loyal Clientele: A stable customer base supported by relationships ensures consistent renewals and referrals.Operational Efficiency: Established systems and streamlined workflows make day-to-day operations smooth and profitable.Community Presence: Well-recognized and trusted in the local market with a reputable brand identity.Turnkey Transition: Agency infrastructure, technology, and processes are in place for a seamless handoff to the new owner.Growth Opportunities: Expand income through cross-selling, introducing new policy types, and scaling within the community.Why This Agency?This Farmers Insurance Agency combines stability with scalability. With a strong foundation, efficient operations, and a loyal client base, it’s perfectly positioned for continued success. Whether you’re launching your insurance career or looking to grow your portfolio, this is a rare chance to own a well-established agency.

Cash Flow $116,719
Revenue Not Disclosed

Asking Price: $1,900,000

Outstanding-Highly profitable Immigration Law Firm

Not Disclosed, FL
Miami-dade County

Preeminent law practice active for more than 30 years. Remarkably established track record of over three decades of consistently high revenue and profitability. It has an excellent reputation in the field.EMPLOYEE DETAILS:Three full time employees (excluding owner) identified as: senior paralegal, paralegal, and receptionist/legal assistant. Two part-time paralegals remunerated as independent contractors.Employees are stable, but when the need arises for replacements, the law firm has often hired former clients who have proven to be excellent employees and supremely reliable;Owner considers himself vastly knowledgeable about immigration and nationality law, case law, statutory and regulatory law, and procedure, and is willing to train his successor, and be considered “of counsel” on the firm’s website and letterhead for an agreed period of time. Owner is willing to still handle some court hearings in the future on a per diem basis. Owner is willing to be employed by the successor post-sale for a reasonable period of time;Successor needs to be a member of any Bar Association of a U.S. State or Possession, in good standing. This legal practice is federal in nature. The successor will have be admitted to practice before the Immigration Courts and Board of Immigration Appeals which means an identity number issued by the Executive Office for Immigration Review (“EOIR”) and an internet account for filings under “ECAS.” The successor will have to secure identity numbers with the U.S. Citizenship and Immigration Services (“USCIS”) and Immigration and Customs Enforcement (“ICE”), the latter for internet filings under “ICE E-Service.” It is highly recommended that the successor join the American Immigration Lawyers Association (“AILA”) including the South Florida and Central Florida chapters. It is also highly recommended that the successor joins the Bar Associations of the U.S. District Courts for the Southern and Middle Districts of Florida;Presuming the successor has limited to no knowledge of immigration and nationality law, I expect the learning curve to be 6-12 months.COMPANY DETAILS:The organization is a “professional association” or “PA” under Florida corporate laws, which by law is effectively the same as a corporation. The business is focused on legal representation throughout Florida, although clients reside all over the U.S.A. It is not home based as clients appear for case work and preparation.Organization has been located at same building in South Florida for more than 29 years.Owner is willing to remain “of counsel” for an agreed upon period of time, and be employed throughout transition and comfort zone of successor for an agreed upon period of time.There are no lawsuits, liens, mortgages, back rent owed, brokerage firm agreements, or debts at closing.There are no unpaid PPP or EIDL loans existing. Please refer to listing number 6401323224, business broker Phill Proctor when inquiring about this listing.

Cash Flow $795,060
Revenue $795,060

Asking Price: $1,650,000

$7.4M Allstate Agency in Central FL

Not Disclosed, FL
Not disclosed

Cash Flow Not Disclosed
Revenue $727,500
$ Owner Financing Available

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