Seller's Contact Information

  • RE:  Small Loyal Nationwide Book. Kickstart 2022 Growth
  • Contact:  Rick Carlson
  • License #: 1820673
Listing Update!
Update: Small Loyal Nationwide Book. Kickstart 2022 Growth 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:

Since 2009, this hands-on Seller has worked with top-tier carriers that offer the best combination of price and service to the Corona and Riverside Country area.

This family-owned agency is only selling the Nationwide Block of Business.

All 203 policies have been in force for a minimum of 3 years.

The California Client list includes offers contacts in Orange, Los Angeles, Riverside, and San Diego counties.

NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners >>

Property Features and Assets:

Not Included

Market Competition and Expansion:

Competition: Clients who have chosen Nationwide will choose an agency that offers the best, personal service. Growth & Expansion: This loyal book will complement a medium-sized agency and help them grow while increasing its market reach.

Reason for Selling:

Most agency clients rolled policies to another car. 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

Documents:

Relevant Links:

Opportunity Update!

Exciting update: Small Loyal Nationwide Book. Kickstart 2022 Growth 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: $79,000

Thriving Franchise Insurance Agency

Fort Lauderdale, FL
Broward County

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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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Accounting Firm with 95% Repeat Clients

Chicago, IL
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Award Winning Fractional CFO & Accounting Firm

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Independent Nationwide Book of Biz 400 Personal

Mission Viejo, CA
Orange County

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

Gardnerville, NV
Douglas County

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Cash Flow Not Disclosed
Revenue Not Disclosed

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