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: Not Disclosed

Well Established CPA Firm in SLO CA

Not Disclosed, 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.

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

Asking Price: $1,250,000

Lead Gen Agency | Financial Services & Marketing

Tampa, FL
Hillsborough County

WebsiteClosers® presents a cutting-edge B2B Lead Generation Company that has become a formidable player in both the Financial Services and Marketing sectors. With a specialization in cold email outreach, this highly efficient enterprise has designed scalable packages tailored to meet the demands of B2B clientele across multiple verticals. By leveraging proprietary software, AI-powered tools, and exclusive platform access, the company delivers cost-effective marketing strategies that consistently drive exceptional customer acquisition and retention outcomes. The reliance on automation ensures minimal labor requirements, allowing a lean team to manage a substantial client base while maintaining quality execution and impressive margins.The business has established a strong reputation in the marketplace for its innovative approach to lead generation. By focusing on cold email campaigns and digital-first engagement strategies, the company provides a highly automated, results-driven process that reduces friction in customer acquisition. This approach eliminates the heavy reliance on human capital often found in traditional marketing firms and instead positions the business as a technology-enabled, scalable operation. Clients benefit from streamlined services that maximize ROI, while the company enjoys recurring revenue and predictable cash flow supported by its digital infrastructure.Key Valuation Points• $3,000 Avg. Monthly Contract• Financial Services and Marketing Sectors• Over $80M in Pipeline Value Generated Across Clients• CAC of $200-$300• 45 CAC : LTV Ratio• $15,000 Lifetime Value• 2 Full-Time Employees• Proprietary AI ToolsWith a proven foundation already in place, the brand is primed for rapid growth. Expansion opportunities include diversifying into additional high-value verticals such as healthcare and home services, introducing complementary offerings like sales enablement and conversion support to lower churn, and scaling outbound campaigns into untapped geographic markets. The extensive portfolio of digital assets, including proprietary tools and strategic domain holdings, provides further insulation against competitors while enhancing the company’s long-term value. These assets, paired with a highly efficient operational model, give buyers a unique opportunity to acquire a business that combines profitability, scalability, and future growth potential.This lead generation enterprise offers buyers an exceptional chance to enter or expand within the rapidly growing B2B marketing sector. With its sophisticated infrastructure, streamlined operations, and multiple avenues for expansion, it stands out as a compelling acquisition for investors seeking both immediate cash flow and significant upside potential.Contact WebsiteClosers® today to learn more about this dynamic acquisition opportunity.WC 3795

Read More
Cash Flow $333,419
Revenue $485,921
$ Owner Financing Available

Asking Price: $862,199

Turnkey Fundraising Company – Consistent Cash Flow

Not Disclosed, CO
Not disclosed

This established and profitable fundraising business offers a streamlined, turnkey model that has consistently helped schools, teams, and community groups across the United States achieve their fundraising goals. With a well-structured approach, proven systems, and a strong reputation for customer service, the company has built long-standing relationships with educational and extracurricular organizations seeking effective and easy-to-execute fundraising solutions. Its offerings are accessible nationwide, supported by a combination of e-commerce tools, branded materials, and operational infrastructure designed for scalability.The business operates with low overhead and a flexible structure, making it suitable for both owner-operators and strategic acquirers. Revenue is diversified across multiple fundraising programs and product lines, and there is significant room for geographic and market expansion. With the increasing demand for school and team fundraising solutions—and an established foundation already in place—this opportunity presents a compelling entry or add-on acquisition in a stable, mission-driven sector.This business specializes in providing an easy and fast way for teams to fund raise. With more than 25 years of experience supporting everyday fundraising needs, it is dedicated to delivering the highest quality products and exceptional service in the industry. The primary focus is to make the fundraising process straightforward and successful for any team or organization, ensuring reliable solutions that help clients achieve their financial goals efficiently.

Read More
Cash Flow $254,160
Revenue $645,175

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.

Read More
Cash Flow Not Disclosed
Revenue $852,976

Asking Price: $9,000,000

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.

Read More
Cash Flow $2,560,343
Revenue $4,319,366

Asking Price: $3,000,000

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.

Read More
Cash Flow Not Disclosed
Revenue $2,474,527

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

Read More
Cash Flow $428,734
Revenue $783,084

BusinessBroker.net is one of the largest business for sale marketplaces in the world that connects tens-of-thousands of business buyers and sellers every month. Sell a Business Online or if you’re a broker or a commercial agent sign up for a Business Broker Membership today!

    Add Businesses and/or Franchises
    To Basket For Free Information

    This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Review our cookies information for more details.