Seller's Contact Information

  • RE:  Specialty Insurance Agency With Associated Trade School
  • Contact:  Tim Whipple
Listing Update!
Update: Specialty Insurance Agency With Associated Trade School 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:

Established over 15+ years ago, this business has carved a niche within the Southwest U.S. by offering comprehensive online trade courses and related insurance products. This business boasts a solid business model with a high referral rate, supported by a user-friendly online portal and a dedicated team proficient in customer service and operational excellence. With a high renewal rate on its insurance products and a diverse client base, it showcases stable and recurrent revenue streams. Expansion into additional insurance product lines and geographical areas presents a ripe opportunity for growth. This business is perfectly poised for a smooth transition to new ownership, promising continued success. Business is listed by HUB Commercial, an affiliate of Sunbelt Business Brokers in the State of Arizona. All listing and financial information to be verified by buyer during due diligence.

Property Features and Assets:

The Seller owns the property in which the business operates. The property is also available to purchase with the business.

Reason for Selling:

The Seller is looking to exit to pursue other interests. Kindly ask the seller for more information.

Additional Details:

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

Relevant Links:

Opportunity Update!

Exciting update: Specialty Insurance Agency With Associated Trade School 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!

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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Cash Flow $710,000
Revenue $1,500,000

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Complex Digital Asset Reconciliation and Reporting

Not Disclosed, NY
Not disclosed

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Cash Flow Not Disclosed
Revenue Not Disclosed

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Established Business Brokerage, Multi-Revenue Stream - Dallas Market

Not Disclosed, Not Disclosed

An exceptional opportunity is available to acquire an established, exclusive business brokerage territory in Dallas County—one of the most dynamic, diverse, and fast-growing economic regions in Texas. This territory encompasses a large concentration of small and mid-sized businesses across multiple industries, providing a consistent pipeline of potential listings and qualified buyers.With a long-standing brand presence in the market, the territory benefits from strong name recognition, proven operating systems, and ongoing support from a respected national franchise network. The business model centers on helping owners successfully exit their companies while connecting motivated buyers with quality acquisition opportunities—an essential and increasingly in-demand service in today’s evolving marketplace.This offering includes a protected territory, proprietary tools and databases, a deep knowledge base with decades of industry-specific content, comprehensive training, and national marketing support. It is ideally suited for professionals with backgrounds in sales, consulting, finance, or entrepreneurship who want to build a scalable, high-impact advisory business.Serious buyers are encouraged to inquire by completing the contact form. An electronic NDA will be sent within minutes for your review and signature.

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Cash Flow Not Disclosed
Revenue Not Disclosed

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Highly Profitable Tax Prep & Bookkeeping Bus.

Not Disclosed, NC
New hanover County

This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric book of business in North Carolina's vibrant coastal region.Business OverviewSpecializing in small business formation, bookkeeping, payroll processing, and full-spectrum tax preparation, this practice has earned an impeccable reputation through organic word-of-mouth referrals and prominent Google search visibility. With a curated client base emphasizing long-term, high-quality relationships—many spanning over 15 years—the business prioritizes profitability and client satisfaction over high volume.Financial HighlightsAverage Annual Revenue: $226,534Average SDE: $123,675Key StrengthsOver 25 years of proven operational success and deep client loyaltyOrganic growth via referrals, eliminating the need for paid advertisingTop-tier Google rankings for consistent, cost-free lead generationPremium customer service with same-day response timesEfficient home-based model minimizing overhead costsStrategic client selection focused on high-value, profitable accountsProven track record of seamlessly replacing lost clients with superior onesTransition SupportThe seller is committed to a seamless handover and is offering subcontracted support throughout the 2025 tax filing season to maintain client relationships and ensure uninterrupted operations.This ready-to-operate, turnkey book of business delivers immediate cash flow and expansive growth prospects in one of North Carolina's most sought-after markets. Ideal for buyers ready to step into a stable, scalable venture with minimal startup risk.

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$ Owner Financing Available

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Established Mortgage Brokerage & NJ Correspondent Banker

Not Disclosed, NJ
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Cash Flow Not Disclosed
Revenue Not Disclosed

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