Seller's Contact Information

  • RE:  IN: Highly Profitable Financial Services Business
  • Contact:  Charles Burke
Listing Update!
Update: IN: 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 Indianapolis. 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: IN: 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: $350,000

Independent Nationwide Book of Biz 400 Personal

Mission Viejo, CA
Orange County

This well-established insurance agency, operating since 1956, is offering its Nationwide Insurance book of business and Nationwide / CEA Companion Earthquake policies for sale. Nationwide is a highly desirable “Preferred” book of business. This book is built with loyal clients and has a low loss ratio, resulting in an agent's profit-sharing bonus. This is a highly sought-after portfolio with over two decades of consistent performance. Clients are located mostly in Southern California (Los Angeles & Orange County). The balance is located throughout the State of California. This is a portable book of business. Client contact is performed via phone & email. There are no walk-in clients.Buyer Qualifications: Potential Buyers must have a direct CA appointment with Nationwide to be considered.This portable and seasoned book of business represents an exceptional opportunity for agency expansion in a challenging market. The Seller has been focusing on commercial lines products since the new business, Personal Lines, “paused” with Nationwide. The Year-Over-Year Revenue increased 15% due to insurance company rate increases. Clients have continued to pay the higher renewal premiums. Natural attrition does occur as some clients seek other cost savings alternatives. The retention rate has hovered at 90% for the past five years. This, coupled with the low loss ratio, makes for a healthy profit-sharing bonus.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Cash Flow $103,000
Revenue $115,000

Asking Price: $2,500,000

$11M Allstate Agency in Gardnerville, NV(H)

Gardnerville, NV
Douglas County

LOCATIONCompany: Allstate City/State: Gardnerville, NV County: Douglas Zip Code: 89410 Location Available: Offices are located in a historic building that was once an old brick hospital in the early 1900s. Total area is approximately 1,800 square feet. Neighboring businesses include a Mortgage Broker, Real Estate agents and an Accountant. Rent/Lease Terms: Lease is a month to month but can likely be converted to a longer term. Rent/Lease Rate: Rent is $1,850 per month. F&E Available: Furniture and equipment convey. Years In Business: 38 Location Photos:Available upon request. Current Agency Staffing: Staff consists of 2 customer service reps, 3 sales reps and 2 part-time hybrids.Asking Price: $2,500,000 Annual New/Renewal Revenues: Confidential until NDA receieved Earned Premium: $11,000,000 plus brokered book Bank Financing Available: Local and National lenders available upon request Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required Detailed Financial Reports: NDA requiredEstablished turn-key agency nestled in the historic Carson Valley on the Eastern border of Lake Tahoe. It has over $11M in earned premium that consists of a preferred auto/homeowner customer base plus a brokered book! Excellent opportunity for growth in cross sales as well as life/financial services. The current owner is available to assist with transition and guidance. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won’t last long on the market!

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Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $100,000

Tax Service & Bookkeeping Business

Not Disclosed, OH
Van wert County

Transworld Business Advisors of Northwest Ohio represents a 40 year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This business is profitable and ready for a new owner to take it to the next level. It is an ideal investment opportunity for a strategic buyer lookin to add more clients and revenue to their existing portfolio OR an individual who is financially savvy and looking for an opportunity. This owner has approximately 600 repeat clients every year and processes 1,000 tax returns each year. The community is undergoing a major rebuilding program, which paves the way for additional growth opportunities. The owner turns clients away and has forgone growing the business due to the stage they are at in their personal life.The business was established in 1983 by the current owner. The owner has built a great reputation in the community, with a loyal customer base, and a smooth operating system that keeps clients coming back every year.The existing facility is equipped with ample office space, including a walk-in reception area, a reception desk, and two additional private offices, as well as storage space.The business comes with all office furniture, computers, software, decor, etc. that is used to run the business in its current state Potential GrowthThe current owner believes the best growth opportunity exists by adding bookkeeping work with local and surrounding businesses in the area. They have not marketed, solicited, or grown their bookkeeping business due to the current stage they are in in life.

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Cash Flow $44,480
Revenue $107,861

Asking Price: $149,000

Highly Effective Local Credit Repair Business

Not Disclosed, UT
Utah County

The most notable competitor in the credit counseling space is a monthly subscription based model, alongside various other for-profit and non-profit organizations. However, none of these entities are licensed specifically for credit repair. Many also charge an upfront setup fee in addition to ongoing monthly charges. This business is among a limited number of fully licensed and bonded credit repair companies registered with the Utah Consumer Protection Agency.This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and automated dispute process quickly gets results by properly fixing errors on credit reports.The current owner brings years of industry experience and has been successfully operating in Utah since 2016. Leveraging a proprietary, cutting-edge dispute resolution process, they consistently deliver real results, even as the three major credit bureaus evolve their protocols. This business remains at the forefront of best practices, ensuring clients receive expert care and a positive, results driven experience.Potential GrowthThe owner currently receives a high volume of referrals during the busy season (April-July). By hiring and training counselors, a new owner will be able to support additional growth resulting from a stronger social media presence and enhanced marketing.Competitive OverviewWhile other companies may offer similar services, this business distinguishes itself through its professionalism, commitment to truly correcting credit report inaccuracies, and a consistent track record of results. Unlike many competitors, its offers transparent, fixed one-time pricing.The most notable competitor in the credit counseling space is a monthly subscription based model, alongside various other for-profit and non-profit organizations. However, none of these entities are licensed specifically for credit repair. Many also charge an upfront setup fee in addition to ongoing monthly charges. This business is among a limited number of fully licensed and bonded credit repair companies registered with the Utah Consumer Protection Agency.

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Cash Flow $55,098
Revenue $95,091

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