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!

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RE Brokerage & Investment Syndication Firm #5624BA

Englewood, CO
Arapahoe County

This acquisition opportunity is a well-established and highly respected Investment Syndication and Real Estate Brokerage Company that was originally founded in 1981. The company operates two primary divisions – The Investment Syndication division and Real Estate Brokerage. The first segment specializes in providing a comprehensive investment structure for commercial real estate property portfolios, currently specializing in assisted living facilities (ALF). Overseeing eleven partnerships, the company's portfolio encompasses a range of property types, while specializing in ALF - ensuring stable, long-term reliable income. About 38 of the properties are assisted living facilities with approximately 900 beds. The company has been divesting other property types and currently has 4 non-ALF properties. The total portfolio of properties has a market value of over $102mm. Over the years, the Company has successfully cultivated a large network of investors, boasting a decades-long track record of consistently delivering positive returns for investors. Additionally, the Company extends its expertise to residential brokerage services across Colorado. With a team of seven licensed real estate brokers, each equipped with extensive experience and deep industry knowledge, the firm offers personalized guidance and support to clients navigating the residential real estate market. The future outlook for this company is strong, stable, and sustainable. This is an excellent acquisition opportunity for the right person or company who wants to expand its current revenue, service offerings, client base and /or geographic footprint. This is a business owner’s dream opportunity, and the current owner is looking forward to transitioning the business to a qualified purchaser. For more information, call Dave Shaw. 

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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.

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High-Margin, Independent Insurance Risk Mgmt.

Not Disclosed, FL
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Equine Insurance Book of Business For Sale

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San diego County

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HIPAA-Compliant AI Medical Bill Advocacy Platform

Dover, DE
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Windsor, CT
Hartford County

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Virginia Beach, VA
Virginia beach city County

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