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 Boise. 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.
  • This is not 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 

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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.

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

Asking Price: Not Disclosed

Established Mortgage Brokerage & NJ Correspondent Banker

Not Disclosed, NJ
Not disclosed

Highly established mortgage brokerage with over 25 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across multiple states and holds active wholesale agreements with 20 national and regional lenders. Approved to originate across virtually all major product categories, including: Non-QM, Conforming / Conventional, Jumbo, FHA / VA, Reverse MortgagesThis is a turnkey, plug-and-play platform ideal for a buyer seeking immediate production capability, established lender access, and seasoned operational infrastructure.Ideal Buyer Profiles: • Real Estate Brokerages / Agencies, Perfect add-on for firms seeking vertical integration to keep mortgage, title, and referral income in-house. A ready-made mortgage arm with instant lender access and licensing.• Regional Mortgage Companies or Correspondent Lenders: Great opportunity to expand into a broker channel and leverage existing multistate licensing and long-standing lender relationships.• New Market Entrants / Tech-Enabled BrokeragesAttractive for startups wanting an established brand, compliance framework, LOS/CRM integrations, and a smooth regulatory path without starting from scratch.Included Highlights: over 25-year operating history with brand credibility20 lender contracts across all major loan typesMultistate licensingExperienced operations/management available to stay onTurnkey LOS and CRM systemsFast transition timeline if buyer desires continuityOwner Role & Transition OptionsSeller is willing to remain on board to run in-house sales, onboarding, compliance oversight, and training through a consulting or employment agreement.Suggested compensation structure options for post-sale involvement: To be discussed. This ensures alignment during ramp-up and provides the buyer with operational leadership from day one.Buyer Requirements: Capital infusion commitment (processor hiring, marketing budget, and staffing) to ensure production scale. Agreement on regulatory responsibility while seller’s name remains on record. Indemnities and liability caps protecting the seller from actions outside their control.Confirmation that lender contracts are assignable / have clear novation pathsOptional escrow or holdback (6–12 months) to cover any undisclosed liabilitiesNext Steps: Serious, qualified buyers only. NDA required for financials, licensing details, and lender agreement summaries..

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Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: Not Disclosed

Complex Digital Asset Reconciliation and Reporting

Not Disclosed, NY
Not disclosed

This is a blockchain reporting company that transforms raw digital asset data into clear financial records. This fully remote SaaS business has a platform built for financial professionals who need to understand complex activities, such as yield generation and decentralized trading, which often involve fragmented and opaque on-chain behavior. Some of the investment highlights include:Proprietary Technology: The company's advantage lies in its reconciliation engine, which produces audit-ready sub-ledgers with provable accuracy.Core Product: The core product goes beyond simple tax calculation to create a verifiable, end-to-end audit trail. The platform's scalable, modular architecture is designed for quick adaptation to new blockchains and regulatory changes.API: The company has also developed an API that allows its proprietary data to be seamlessly integrated into other accounting platforms, such as SoftLedger. Outputs include ERP-mapped sub-ledgers and Reconciliation Worksheets that provide line-item provenance for every unit, suitable for regulators and auditors. Competitive Differentiation: The company transforms blockchain data into reconciled, compliance-ready financial outputs. Unlike tools that scrape transactions and apply generic labels, the company maintains a wallet-by-wallet cost basis with a proprietary lot manager and models native on-chain activity, such as stake accounts, PDAs, commissions, fees, and MEV. A rules-driven reconciliation engine matches inflows and outflows, assigns a cost basis, and flags exceptions, producing sub-ledger reports that can be mapped to ERP and GL systems. Every figure is independently verifiable down to each transaction component.Customer Base: The company’s customer base comprises sophisticated clients for whom precision and regulatory compliance are non-negotiable.Core Product: Clientele includes white-label clients, who integrate the company's API into their own offerings; large firms, including major accounting firms and institutional partners; and high-net-worth individuals and family offices that rely on the platform to manage complex, multi-wallet portfolios and withstand regulatory scrutiny. This customer base validates the technology's ability to grow and adapt quickly, proving the platform is indispensable for a wide range of critical financial needs in the institutional digital asset market.Custom Builds: Some clients, like high-frequency trading clients, require custom reporting solutions. These are typically higher-value engagements that involve tailored gain/loss calculations and wallet-level analysis.Acquiring this company will expand your capabilities. The platform converts opaque on-chain and exchange activity into audit-ready sub-ledgers, enabling premium service lines and accelerating product adoption across high-value accounts. Every figure ties to a deterministic chain of custody, which reduces audit exposure and shortens close cycles. The demand for reliable, institution-grade reporting is accelerating, and this company is uniquely positioned to meet this need with a proven platform, deep domain expertise, and scalable infrastructure built for high-volume environments.NEXT STEPS: If you’re interested in this business, please fill out the contact form, and we will email you an NDA to e-sign. Please look for an email with the subject “Complex Digital Asset Reconciliation and Reporting Software Company (NFA-204)”. You can access more information on this business after e-signing our NDA.

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Cash Flow Not Disclosed
Revenue Not Disclosed

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