Seller's Contact Information

  • RE:  Highly Profitable Financial Services Business
  • Contact:  Zackary Thornberg
Listing Update!
Update: 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 Columbus. 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

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:

<<<<<<< Updated upstream

Listing Update!

Update: 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. You may also be interested in signing up for Email Alerts for listings that match your search criteria.

Similar Active Listings That May Interest You:

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Opportunity Update!

Exciting update: 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!

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Asking Price: $1,250,000

Top Producing Farmers Agency with $6M+ in Annual Premiums

Tucson, AZ
Pima County

This high-performing personal lines insurance agency is located in Tucson, Arizona. The agency utilizes a multi-carrier quoting system to provide clients with tailored insurance solutions. Licensed in 5 states, the agency is well-positioned in highly competitive markets, offering an excellent opportunity for growth and scalability. Approximately 80% of policies in force are auto/home/specialty insurance, with additional premium coming from life and miscellaneous policies. The book of business is large, with roughly $6M in annual premium in 2024. The agency primarily serves individuals and families in Arizona, with Tucson accounting for the bulk of existing clients. However, the agency is equipped to serve any resident of Arizona due to its multi-state licensing and accessible service platforms. The owner is actively involved in the management of the agency, and works approximately 40 hours per week and is responsible for: overseeing daily operations and ensuring team productivity, managing financials, and other strategic duties. There are currently (5) additional staff members on payroll, handling service, sales, and administrative duties. The business operates out of a leased commercial office space. All equipment is included, and consists of computer hardware, office equipment and office furniture; Actual Cash Value of equipment is ~$25,000. The seller will provide 4 weeks of training and orderly turnover to the new owner, at 20 hours per week. Additional training is available for a fee, at the seller's sole discretion. Seller is willing to negotiate a reasonable non-compete post-close of escrow. The owner is looking to relocate to a different state and embark on a new career adventure. Sales revenue and Cash Flow(SDE) shown are an annualized amount for 2024 based on the period from July - October 2024.For a complete business acquisition summary, please contact Justin Turner, Business Broker, at 623-273-0700, or jturner@sunbeltnetwork.com. The business is listed by HUB Commercial, an affiliate of Sunbelt Business Brokers in the State of Arizona. All listing information to be verified by the buyer during due diligence.

Cash Flow Not Disclosed
Revenue $578,000

Asking Price: $1,850,000

Independent Agency Loyal Asian-Speaking Clientele

San Gabriel, CA
Los angeles County

This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro Alliance Insurance Services) to overcome challenges to work with top carriers and steadily grow the company. Today the agency brings in premiums of over $6,500,000 via more than 2,200 policies, and over $700,000 in annual commissions and fees.Personal Lines account for 65% of policies.Commercial Lines account for 32% of policiesHealth and Life Policies account for the remaining 3% of policies.The book continues to grow thanks to a 50% client referral rate. The Chinese Yellow Pages brings in another 20% of new business while local realtors and loan agent referrals account for another 30%. Buyers can continue to work with the cluster if they choose, but the agreement is no longer enforced.The CRM System is QQ Catalyst and the agency uses FSC Rater for quotes.One full-time CSR and one part-time CSR – who are both multi-lingual – are valued for their language skills and customer service abilities.Buyer Qualifications: Potential Buyers must be fluent in Chinese, Mandarin, Cantonese, and Vietnamese. Only brokers with direct appointments to Mercury and primary carriers will be considered.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Cash Flow $630,000
Revenue $670,000
$ Owner Financing Available

Asking Price: $13,500,000

Online High-ROI Real Estate Tax Strategy Business

Not Disclosed, FL
Not disclosed

This highly profitable online business specializes in providing engineered studies for real estate investors and commercial property owners, helping them significantly reduce their tax burden. The business is a leader in its niche, utilizing proprietary software to streamline operations and deliver top-notch service with minimal labor costs. The business has a full-time Executive Director who will stay on with the company after the sale.Business Highlights:Established & Scalable: The business has a solid reputation with a strong, loyal client base, and continues to grow year over year.Proprietary Technology: Leveraging custom software, the business efficiently delivers its services, reducing the need for extensive manual labor and ensuring high customer satisfaction.Turnkey Operation: All standard operating procedures (SOPs) and processes are meticulously documented and in place, making this a seamless acquisition for the new owner.Experienced Leadership: The Executive Director, who has been instrumental in the business's growth, manages day-to-day operations and will remain with the company post-sale, providing continuity and expertise to the new owner.Minimal Owner Involvement: The current owner works very few hours per week, as the Executive Director is fully responsible for running the business, making this an ideal acquisition for a strategic investor, family office, or private equity group seeking low-touch ownership.No Licensing Required: Unlike many competitors, this business does not require employees to hold CPA or EA certifications, broadening the pool of potential hires and keeping operating costs low.High Repeat Business: While the service is typically a one-time engagement, many clients return for additional services, contributing to a steady revenue stream.Robust Lead Generation: The business utilizes a combination of an affiliate sales force and paid traffic strategies to generate a steady flow of qualified leads, ensuring consistent revenue growth.Growth Potential: This business is poised for further expansion with opportunities to:Expand Sales Efforts: Introduce a direct outreach sales strategy to actively target and engage new clients and referral partners to drive additional revenue.Grow the Sales Team: Invest in scaling the affiliate sales force and building an in-house sales team to increase market penetration.Increase Advertising: Amplify paid traffic efforts and explore new advertising channels to reach a broader audience of real estate investors and commercial property owners.Diversify Offerings: Develop additional service offerings to complement the current cost segregation studies, further enhancing value to clients and opening up new revenue streams.Owner Transition & Support: The current Executive Director will remain with the company after the sale, ensuring a smooth transition and continued operational success. The business is fully equipped for a seamless handover, with all processes well-documented.

Cash Flow $2,047,655
Revenue $3,100,503

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