Seller's Contact Information

  • RE:  Well Established Financial Services Business
  • Contact:  Jake Whitta
Listing Update!
Update: Well Established 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:

After 40 Years of providing bookkeeping and tax services to their community, this owner is ready 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 an owner just starting out or an existing business to add to their portfolio of clients. This owner has approximately 600 repeat clients every year and processes 1,000 tax returns every year. The community is undergoing a major rebuilding program, which paves the way for additional growth opportunities. The client turns clients away and has forgone growing the business due to the stage they are at in their personal life.

Property Features and Assets:

Monthly Rent: $475.00 FF&E General Condition: FAIR

Market Competition and Expansion:

The U.S. Accounting industry generated $133.0 billion in 2022. Its revenue saw a 2.6% increase from $129.59 billion in 2021, which was enough for the sector to reach an all-time high and maintain its growth after a minor, pandemic-related slump in 2020. Additionally, historical data reveals that the US accounting sector’s annual revenue totaled just $96.95 billion back in 2012 — pointing to an impressive 37.1% increase during the last decade.

Reason for Selling:

Retirement

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Well Established 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: $600,000

Fairfax County, VA -Full Service CPA & Bookkeeping

Not Disclosed, VA
Fairfax County

Founded in 2008 and operating in bustling, growing, and diverse Fairfax County, Virginia, this full service CPA firm specializes in accounting, financial statement preparation, tax planning, and bookkeeping services.  This business has built a loyal book of clients by delivering on the following core principles:1)  Listening carefully to the client's needs and delivering solutions to meet requirements.2)  Focusing on both short and long term planning horizons.3)  Providing quality services in a timely manner.4)  Staying up to date on the latest income tax guidelines and financial practices.   5)  Leveraging technology to make it easy to do business with their clients.This business is located in the center of a populated, affluent client base which affords the opportunity to attract individuals, families, commercial business owners, and government contractors.  The current customer book includes 850 clients with 60% being individuals and 40% businesses.  The diversity of consumer bases sets up a solid foundation for future growth.  The service menu is extensive and caters to the wide variety of clients, including:.  Financial Statement Preparation.  Payroll Services.  Individual / Family / Small Business Tax Preparation.  QuickBooks Advisory.  Business Bookkeeping.  Government Contracting Accounting .  Auditing .  Estate and Trust Tax PreparationThe seller is looking to retire from the business and engage with a new owner who will continue to build on their successful legacy.   Special Financing --  This business has been pre-qualified for financing with only 10% down payment for 10 years.  Complete details are included in the marketing prospectus. 

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Cash Flow $169,975
Revenue $810,345

Asking Price: $335,000

Profitable Real Estate Brokerage + Property Management Company For Sale – Mid-Michigan Region

Not Disclosed, MI
Saginaw County

Here’s your chance to acquire a well-established and thriving real estate business in the heart of Mid-Michigan. This turnkey operation includes a respected real estate brokerage and a fully functioning property management division — both generating solid, recurring income.Established Market PresenceOperating in Saginaw, Bay, Midland, Genesee, Gratiot, and Shiawassee Counties, this company has built a recognizable and trusted brand with a strong reputation in the community.Team-Driven & Transaction-ReadyA fully staffed team of productive agents is actively closing deals with buyers, sellers, and investors. Systems, training, and leadership structures are in place for a smooth transition.Multiple Income StreamsIn addition to fair and scalable commission splits, this brokerage benefits from partnered relationships in the community that bring in consistent revenue.Includes Property Management DivisionThis added arm of the business generates approximately $50,000/year in income. Processes are well-documented, doors are under management, and the team is in place to continue operations seamlessly.Everything You Need to Step In & ScaleIncluded in the sale:All desks, front desk, manager’s desk, and chairsComputers, fixtures, and office furnishingsFor sale signs and lockboxesAll current leads and extensive past client databaseThe well-known brand nameA newly leased, professional office space Growth-Ready & ProfitableThis business is producing steady profit and has strong growth momentum. Ideal for a hands-on owner/operator, team leader, or investor looking for a proven model with community roots and real expansion potential.

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Cash Flow $115,744
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Oregon Medicare Insurance Book All Remote 900 Plus

Not Disclosed, OR
Not disclosed

The clients are based in Oregon but serviceable by any agency that can actually service clients properly and that have an Oregon insurance license.This Seller has spent the last fourteen years growing a successful business focused on Medicare related products in the senior insurance market.Driven by an aging population where some 300,000 baby boomers became eligible for Medicare each month, the Seller has been working to maximize this promising opportunity, and has built strong relationships with leading, reliable industry carriers.Over the years, the Utah-based operation has transitioned to a fully remote modelserving clients and more than 900 policies in Central Oregon as well as several Western states.While not all carriers generate revenue due to market competitiveness, Pacific Source and Providence have been particularly strong partners. Pacific Source stands out for its agent-friendly policies, robust financial stability, and exceptional customer service.The estimate for higher revenues in 2025 (projected to be $332,000 or more) is based on Open Enrollment of 40 new clients. That new business becomes effective on January 1st. The first two month's P&Ls are trending even higher thanks to additional enrollees, and because of automatic revenue increases.Technological improvements, including the adoption of Calendly, Zoom, and Radiusbob CRM with integrated phone dialing, have enhanced operational efficiency. But key drivers of revenue include the Seller’s deep knowledge of the industry, the trust he has built with clients, his prompt responsiveness, and his ability to identify opportunities for additional sales.However, cross-selling has not been a significant focus, presenting an opportunity for further growth.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Cash Flow $285,000
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$ Owner Financing Available

Asking Price: $209,875

Profitable CPA Firm – 37 Years – Must Speak Vietna

Not Disclosed, FL
Not disclosed

Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community. This practice has been serving individuals and businesses for 37 years, with a loyal client base of 1,700 tax clients—80% of whom are Vietnamese-speaking.Located in a high-traffic business district, this firm has built a stellar reputation, making it the go-to accounting service for the community. The current owner is looking to retire, creating a prime opportunity for a Vietnamese-speaking CPA to step into a turnkey operation with strong cash flow and consistent demand.The owner is committed to a smooth transition and is willing to stay on for an extended period to ensure client retention and business continuity—including assisting through the 2025 tax season if needed.With an extensive client list, minimal marketing required, and an established presence, this business is ideal for an accountant looking to own their own practice or an existing firm seeking immediate expansion.Key Highlights:- 37 years in the same location- 1,700 active clients (individual & business)- Strong word-of-mouth referral network- Located in a bustling business district- Owner willing to transition over an extended period, including 2025 tax season- Buyer must be a CPA and fluent in VietnameseSerious inquiries only. NDA required.This Florida based company for sale is offered by Transworld Business Advisors, the number one business brokerage in the world. With local presence AND global marketing reach, Transworld Business Advisors provides main-street and lower middle market business owners and buyers with transaction expertise. Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! Get added to our buyer list today to receive notifications as businesses with your criteria hit the market! For more information on this business for sale contact listing agent Chet Batson - (407) 754-7388. Please refer to listing #2301723575.

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Cash Flow $115,275
Revenue $175,460

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