Seller's Contact Information

  • RE:  Independent Insurance Agency, Commercial/Personal
  • Contact:  Mike Hadad
Listing Update!
Update: Independent Insurance Agency, Commercial/Personal 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:

Well established Independent insurance company in the DC area with about 2/3 commercial lines policies and 1/3 personal lines. Agency represents over a dozen carriers and enjoys a great customer retention rate of about 94%. Total Premium is just over $2 million and commissions in 2021 were $204,000. Buy the agency or the buy the book the book of business. Owner willing to assist to ensure a smooth transition. Some seller financing is available for the right buyer >>

Reason for Selling:

Other business interests. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Independent Insurance Agency, Commercial/Personal 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

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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Cash Flow $187,577
Revenue $238,959

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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 | Serves Accountants

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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Government Contracts Business | Specialized Soft

Tampa, FL
Hillsborough County

WebsiteClosers® presents a 5-year-old Salesforce-based Software Firm delivering deeply specialized case and Financial Management Solutions to Public Sector Government Agencies. With a track record of zero churn, this business offers a government-approved, high-margin platform built from the ground up for human and social services. Designed with policy, compliance, and day-to-day agency operations in mind, this is more than a product and their solutions are trusted by city and state agencies for everything from case tracking to federal reporting.Unlike conventional solutions, this platform was developed in collaboration with social services professionals to effectively address key operational challenges. The platform's no-code, scalable, and secure features make it an ideal choice for government clients with rigorous compliance standards.What sets this opportunity apart is how closely the platform integrates with the real-world workflows of government departments. It replaces outdated systems that have held agencies back for decades. Integration is faster and easier than custom-built alternatives, and once installed, the system becomes a core part of the agency's daily work, making it difficult to replace and easy to renew. Typical contracts range from $300,000 to $600,000 per agency, with many clients opting with durations extending for 3 to 5 years agreements that include licensing, implementation, and ongoing support.Key Valuation Points:• Government Contract Business• 1,200 Verified Government Contacts• 0% Churn• 50% Implementation Revenue• $300,000 Average Contract Size• 3-5 Year Contract Terms• High Government Compliance• Proven Scalability on SalesforceA buyer will step into a software company with strong credibility, backed by relationships with over 1,200 verified government contacts. The platform already has a foothold in Virginia, but the real upside is scale. There’s a captive pool of 100 localities using a legacy system that’s on their last leg. Those customers are already looking for a modern replacement. The groundwork is done. A serious buyer can walk in, plug this platform into existing procurement conversations, and grow revenue without the grind of cold sales.Beyond that, A paid vendor portal is ready for rollout, with monetization options for vendor documents and compliance management. Analytics, AI features, and integrations with federal systems, such as CCWIS, are in the pipeline, creating opportunities to expand both contract value and service footprint.There’s no need for a big technical background to run this company. Most of the heavy lifting is already handled by the team in place. What’s needed is someone who can guide growth through partnerships, outreach, or acquisitions. The founder is ready to step aside and will support a clean transition, including signing a non-compete.This company represents an outstanding acquisition opportunity, featuring a modern, scalable platform and a loyal customer base. Contact Website Closers today to explore this exceptional business opportunity!WC 3745

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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.

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

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Accounting Firm with 95% Repeat Clients

Chicago, IL
Cook County

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its diverse client base that includes both individual and business clients. Offering a variety of accounting services, which can be categorized as follows: Monthly Accounting Services (40-45%), Business Tax Returns (15%), Individual Tax Returns (37%), Trust Work and Consulting Services (3%). Their client base is primarily in Illinois, but they offer service to clients across the United States. The firm has a strong focus on client relationships, which fosters loyalty and encourages referrals. The office occupies about 1,500 square feet and operates on a hybrid model, allowing employees to work both in the office and remotely. The current team consists of three members: the owner, one Associate, and an Office Manager. The seller is a licensed CPA and is active in the day-to-day operations; her responsibilities include general oversight, client engagement, and bookkeeping tasks for both individual and business clientele. The seller has offered to carry 15% of the purchase price in addition to a 6month – 1 year transition. The firm is currently experiencing demand that exceeds its capacity, leading to the unfortunate situation of turning away potential clients. This presents significant growth opportunities for a new owner, including: enhancing client referrals, networking, and marketing initiatives to reach a broader audience and increase brand awareness. Priced at $525,000, this accounting firm represents a compelling acquisition opportunity. With a strong foundation, a loyal client base, and significant potential for growth, a new owner can capitalize on existing demand and expand the business further. The combination of a well-established reputation and the willingness of the current owner to assist during the transition makes this firm an attractive prospect for interested buyers.

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Cash Flow $126,638
Revenue $497,423
$ Owner Financing Available

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Award Winning Fractional CFO & Accounting Firm

Tampa, FL
Hillsborough County

WebsiteClosers® presents an award-winning Financial Consulting Firm that has become a trusted partner to businesses nationwide for over two decades. Specializing in Fractional CFO, Controller, and Bookkeeping Services, this highly respected consultancy business blends elite financial expertise with proprietary Accounting IQ Software to deliver scalable, data-driven solutions to companies across a wide range of industries.Operating on a fully remote model since inception, the firm has built an efficient, tech-enabled infrastructure that supports approximately 100 active client relationships, each generating an average of $2,409 in monthly recurring revenue. This results in stable, predictable cash flow exceeding $3.2 million in annual recurring revenue, with gross margins consistently climbing - up from 56% to 60% in the last three years. A remarkable 94% utilization rate and long average client tenure of four years underscore the company’s deep-rooted client loyalty and operational excellence.At its core, this firm serves as a financial command center for its clients, eliminating inefficiencies in internal finance teams while empowering business owners with real-time visibility and strategic financial insights. The integration of AI-powered automation, cloud-based tools, and custom-built financial dashboards sets this company apart in the marketplace, enabling it to deliver Fortune 500-level Fin-Tech intelligence to small and mid-sized companies at a fraction of the cost.Key Valuation Points• 24 Years in Operation• 100 Active Client Accounts• $2,409 Average Monthly Revenue per Client• $265,000 Monthly Recurring Revenue (MRR)• $3.2 Million Annual Recurring Revenue (ARR)• 60% Gross Margin (Up from 56% Over 3 Years)• 94% Utilization Rate• 4-Year Average Client Tenure• Proprietary Accounting IQ Software Platform• 100% Remote Operating Model• 100% U.S.-Based Team of Financial Professionals• 6,500 Executive Contacts in CRM for Marketing• Recognized Multiple Times as a Best Workplace• Strong Presence in National Executive Networks• Expansion Ready for Legal, eCommerce, and Non-Profit SectorsWhile the firm’s reputation and client referrals drive the majority of new business, its professional visibility is supported by consistent LinkedIn thought leadership, monthly campaigns to a proprietary list of 6,500 executive contacts, and a strong presence within national business networks. The company is especially well-positioned to expand into high-opportunity verticals such as eCommerce, Legal, and Non-Profit sectors—markets with increasing demand for agile, outsourced financial leadership. Additionally, licensing or scaling the proprietary accounting platform opens a pathway for SaaS-driven recurring revenue.An acquirer will inherit a battle-tested team of U.S.-based professionals, exceptional internal systems, and a sterling brand built on trust, transparency, and performance. With multiple Best Workplace accolades and an emphasis on employee engagement, this firm is not only built to scale—but built to last.This is a rare opportunity to acquire a modern finance platform with recurring revenue, proprietary IP, and strong long-term retention—making it an exceptional asset for a large array of strategic buyers, private equity groups and peers in the Fractional CFO and Accounting ecosystems that are looking to expand in the B2B services or FinTech space.Contact WebsiteClosers® to learn more.WC 3746

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Cash Flow $1,114,002
Revenue $4,261,483
$ Owner Financing Available

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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

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