Seller's Contact Information

  • RE:  CO: Highly Profitable Financial Services Business
  • Contact:  Charles Burke
Listing Update!
Update: CO: Highly Profitable 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 Denver. 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: CO: Highly Profitable 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!

Asking Price: $1,700,000

High-Margin Multi-Service Tax Firm

Not Disclosed, UT
Utah County

Acquire a Profitable Tax & Financial Services Powerhouse with Immediate Cash FlowTurn-Key Acquisition: 8% Growth, Dual Locations, Recession-ResistantTransform your investment into immediate returns with this established financial services firm generating consistent cash flow across two strategic Utah markets.This confidential opportunity represents a rare chance to acquire a thriving, multi-location financial services operation with proven profitability and exceptional growth momentum. This premium business combines the stability of tax preparation with the recurring revenue of comprehensive financial services, delivering an 8% annual growth trajectory over three consecutive years.Strategic Market Position & Revenue Diversification: Operating from two prime locations in Utah, this firm has built an enviable market position serving individual and business clients across multiple Western states. The business generates revenue through multiple high-margin service lines including individual and business tax preparation, payroll processing, comprehensive accounting and bookkeeping packages, QuickBooks consulting, financial planning, and insurance services. This diversified revenue model creates natural recession resistance and reduces seasonal volatility common in tax-only practices.Competitive Differentiation & Client Loyalty: What sets this firm apart is its comprehensive service ecosystem that extends far beyond traditional tax preparation. Clients benefit from CFO-level advisory services, integrated payroll solutions, ongoing bookkeeping support, and insurance guidance—creating deep, sticky relationships that drive exceptional client retention. The firm's decades-long reputation has cultivated a loyal client base that provides predictable, recurring revenue with minimal acquisition costs.Operational Excellence & Scalability: The business operates on a lean, proven model with established systems designed for seamless ownership transition. Key team members are committed to staying post-acquisition, ensuring continuity of service and relationships. The current owner has systematically built scalable processes across general management, client relations, and strategic planning functions, positioning the new owner for immediate operational success.Immediate Growth Opportunities: The new owner inherits a platform primed for expansion with multiple identified growth vectors: direct marketing campaigns to local small businesses, enhanced digital marketing initiatives, expanded financial planning and insurance offerings, and additional bookkeeping or consulting services. These opportunities leverage existing client relationships and operational infrastructure for accelerated returns on investment.Investment Highlights:- Immediate Cash Flow: Step into profitable operations from day one- Proven Growth: 8% annual growth trend demonstrates market demand and operational effectiveness- Geographic Diversification: Two established locations with multi-state client base- High-Margin Services: Comprehensive service mix maximizes profitability per client- Recession-Resistant: Essential financial services create stable demand cycles- Turnkey Operation: Experienced team, established systems, and loyal client base includedReady for Your Vision: With full licensing, regulatory compliance, manageable working capital requirements, and a retiring owner committed to smooth transition, this confidential opportunity offers the ideal platform for an investor or operator seeking immediate profitability with significant expansion potential.Secure this exclusive financial services acquisition opportunity today. Contact us immediately to sign a confidentiality agreement, review detailed financials, and discover how this established firm can become your pathway to immediate cash flow and sustainable growth in the thriving financial services sector. For additional information, please contact listing Brokers Mike & Lynn Lee.

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Full-Service Accounting, Tax Prep, and Insurance

Miami, FL
Miami-dade County

Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade CountyThis well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance services. The company provides a wide range of offerings, including:Personal and corporate tax return preparationBookkeeping servicesTax preparation seminars and trainingProperty and casualty insurance solutionsThe business has built a strong reputation within the Latin American community in Miami-Dade County, with approximately 85% of its client base being Spanish-speaking.Revenue Breakdown (by service category):Personal tax returns: 60%Corporate tax returns & bookkeeping: 40%Operations & Staff:The company currently employs 24 full-time staff members, including the owner. Additional seasonal tax preparers are brought on during tax season. The entire team, including the owner, is expected to remain in place post-sale, ensuring operational continuity.Locations:The business operates across six branches:4 accounting and tax offices1 property & casualty insurance office1 brand-new, fully equipped tax and accounting branches scheduled to open in September 2025Growth Potential:This is a scalable, growth-ready business with a proven, fully documented set of standard operating procedures (SOPs) that allow for efficient replication of new locations. The company is on track to expand further by launching multiple new branches annually—making this a turnkey opportunity for strategic investors or operators looking to enter or grow in the financial services sector.

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Cash Flow $2,560,343
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Remote Medical Billing Biz with Recurring Revenue

Las Vegas, NV
Clark County

This fully remote medical billing and revenue cycle management company has built a solid reputation in the healthcare space since 2016. The business specializes in professional billing for physicians and provider groups, with 75–80% of revenue coming from billing services and the rest from credentialing, contract support, and compliance consulting. With no physical office required, it runs lean and scalable.The company serves a wide range of medical specialties including primary care, cardiology, women’s health, pain management, and more. What makes this business stand out is its ability to work across 10–12 EHR systems, fast onboarding, and a 48-hour turnaround on billing and denials—something few competitors can match.All billing is handled by 70–80 certified contractors under vendor agreements, reducing overhead and allowing for easy scaling. Clients are on evergreen contracts, and no single client makes up more than 15% of revenue. The owners work a combined 50 hours per week, mainly handling business development and high-level client support, which can be replaced by one full-time owner with a customer service or admin background.There’s strong opportunity for growth by building referral relationships with medical consultants, attorneys, and EHR vendors. With solid systems, low overhead, and strong client retention, this business offers a steady, recurring income model with built-in growth potential.The seller is committed to a smooth transition, offering exceptional support and training. Additionally, the experienced and dedicated staff are willing to continue with the new owner, ensuring continuity and stability. For further details, including a confidential opportunity summary with financials and photos, please request more information using the form on this page. Upon request, a Non-Disclosure Agreement (NDA) will be promptly emailed to you.

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Cash Flow Not Disclosed
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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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Turnkey Health Insurance Agency 10-Year Legacy

Not Disclosed, FL
Palm beach County

Long-Established Medicare-Focused Insurance Agency with Targeted Marketing System and Recurring RevenueThis Palm Beach County-based insurance agency has been in business since January 2015, successfully specializing in Medicare and related health products for nearly a decade. With a strong reputation and deeply rooted referral network, the agency has created a stable and recurring revenue stream.Due to strict Medicare marketing regulations, the owner developed a highly effective direct mail system over the past four years. Each month, mailers are sent to newly eligible Medicare recipients turning 65 in Palm Beach County. This targeted program has generated a reliable flow of leads and helped build a valuable database of approximately 50,000 verified homeowner contacts aged 65–70. These contacts are organized in Excel spreadsheets and available to the buyer. The list presents a powerful opportunity for ongoing cross-selling of Medicare supplements, ancillary health products, and financial services.Approximately 50% of new business comes from referrals, and the remaining 50% from direct mail and a dedicated United Healthcare landing page. The owner is willing to transfer the business phone number, which continues to generate inbound calls—years after the initial mailings—due to long-term brand recognition and saved contact information among past clients and their referrals.The sale includes a 650 policy book of business with United Healthcare, under an ICA (Independent Career Agent) contract. Additionally, there are over 100 Medicare supplements, prescription drug plans, and other policies with other carriers under independent contracts. Of the 750 policies in force, 54 are located in other states.The owner does not currently write life insurance, but the included database offers a strong opportunity for cross-selling such products.This business offers a stable, recurring revenue base and a unique marketing engine built on compliance, trust, and long-term engagement—ideal for an experienced agent or agency seeking expansion in a high-demand market.Please refer to listing# 3353391475 and ask for Tatiana Kuzmyna when inquiring.

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Thriving Franchise Insurance Agency

Fort Lauderdale, FL
Broward County

Discover a thriving franchise insurance agency in the heart of Tamarac, FL, ready for new ownership! This business has built a solid reputation for delivering personalized service, competitive rates, and a comprehensive portfolio of products spanning auto, home, life, health, commercial, and specialty lines. This turnkey operation features an established, diverse client base—retention rates exceed 85%—backed by recurring revenue and strong year-over-year growth.The firm offers seamless continuity; new management can step in without disruption. Boasting a modern office ideally located in a visible, easily accessible plaza, the business also enjoys a robust online presence and referral network. Our proprietary CRM and agency management system streamline lead generation, policy tracking, renewals, and cross-selling, empowering the team to work efficiently and capitalize on upsell opportunities. The combination of solid cash flow, equity in federal and state appointments, and access to top-tier carriers creates an excellent platform for expansion.The current owner will assist during a smooth transition, ensuring ongoing success. Whether seeking a strategic addition or launching your entrepreneurial journey, the business offers a rare chance to acquire a reputable agency with growth potential in a thriving South Florida market. Must have current 220 license to receive information.

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Digital Marketing Agency | Financial Services

Tampa, FL
Hillsborough County

WebsiteClosers® presents a highly specialized Digital Marketing Agency that has carved out a dominant position within the accounting and financial services industry. This niche agency delivers full-service, high-ROI marketing campaigns to CPAs, accounting firms, wealth managers, and financial advisors, offering strategic support that drives client acquisition and long-term brand value in a highly competitive, compliance-sensitive space.The business is structured around a recurring revenue model that has given them impressively steady Year Over Year growth in the past 5 years, with a stunning 74.5% growth rate in 2023 and a projected 34.8% YOY growth in 2025. Clients typically pay monthly retainers for bundled services that include SEO, content marketing, social media management, paid search, and custom website development. The company has developed a uniquely effective marketing system that targets clients at the top of their niche within the financial industry and in their specific geographic location, with each package tailored to the client’s regulatory requirements and long-term business objectives.Clients stay with the agency for years thanks to the company’s personalized approach to meeting each clients’ needs. The team leverages industry-specific SEO strategies, financial services content frameworks, and best-in-class conversion optimization techniques to ensure marketing dollars translate into real-world engagements and leads. The agency works primarily on WordPress and Webflow platforms, with strong internal systems for technical SEO audits, keyword optimization, and monthly analytics reporting. Client satisfaction is consistently high, with referral business accounting for a significant portion of inbound sales.Operations are fully remote, supported by a lean but highly skilled network of freelance contractorsThese contractors handle execution across web development, copywriting, design, and campaign management, enabling the owner to stay involved in some of the company’s tactical work, such as growth strategy, client onboarding, and maintaining high-level client relationships.Key Valuation Points• 5-Year-Old Marketing Agency• High YoY Growth Rates (74% in 2023, 34% in 2025)• 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 AdvertisingImportantly, the company 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 up accordingly.There is a substantial opportunity for scale. A new owner could accelerate growth by investing in outbound sales, channel partnerships with tax software providers, developing a webinar series focused on digital marketing for advisors, or expanding into niche services like lead gen 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 like 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 3744

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Cash Flow $302,064
Revenue $581,750
$ Owner Financing Available

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