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Asking Price: $625,000

Insurance Agency for Sale - Scottsdale, AZ

Scottsdale, AZ
Maricopa County

Established and highly regarded as one of the top national coverage insurance firms, this Scottsdale, AZ based insurance agency with a business book of $3.5 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. Seller may be willing to offer financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate Gross Revenues for the owner in the $475k-$575k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.PLEASE NOTE -This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.

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Cash Flow Not Disclosed
Revenue $3,500,000

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

Asking Price: $3,125,000

120 Year Legacy-Multi-State Mortgage Banking Firm

Tampa, FL
Hillsborough County

WebsiteClosers® presents a veteran Independent Mortgage Banking Company serving real estate clients, including Homebuyers, Property Investors, and Homeowners looking to refinance or access their equity. Seller financing is available to a qualified buyer. The business offers purchase loans, rate-reduction and cash-out refinances, reverse mortgages, and other residential loan options, with an average loan amount of $400,000. Their broad product range allows them to serve borrowers with different income profiles, property needs, and stages of homeownership.Key Valuation Points• 129-Year-Old Business• Seller Financing• Full Control of Loan Process• 7,909 Email Contacts• 34 Loan Officers• $31.4M Loan Volume YTD 2025• $400,000 Average Loan Size• $2.5M Interest-Bearing Reserve• Licensed in 4 StatesOperating as a correspondent lender, the company handles underwriting, closing, and funding in-house before selling completed loans to investors. This gives their team control over the loan process and flexibility to select investors based on pricing and turnaround times.The operation includes 34 loan officers and staff covering underwriting, closing, funding, secondary marketing, and accounting. Key employees have been with the company for 10 to 20 years, including senior managers who have previously led larger teams. The owner spends approximately 1 hour daily on mortgage-related work, providing direction, managing personal client relationships, and approving expenses and payroll.Loan officers work remotely, supported by flexible office space for meetings. This shift reduced monthly office costs by more than 95%, to about $700 to $800. Their loan software supports processing, pricing, and closing documents, while automated customer communications handle post-closing follow-up. Software is licensed through outside providers, with the systems already in place to run the operation.Customer acquisition centers on referrals from real estate agents, builders, financial advisers, and other professional contacts. These relationships provide repeat introductions, while past borrowers may return for another purchase or refinance. An email database of more than 7,900 contacts supports monthly campaigns, and organic search adds another source of inquiries. Social media is largely unused, leaving room to reach borrowers through additional channels.Growth opportunities include handling mortgage production under credit unions’ brands, giving those partners access to an established loan team. A buyer could also expand social media marketing, recruit additional loan officers, and develop the direct-to-consumer reverse mortgage program. Seeking licenses in additional states would open new markets, while a regional bank or credit union buyer could introduce mortgage services to their existing customers.The offering includes business domains and an established mortgage operating platform supported by leased software, experienced staff, and investor relationships. This business is a prime candidate for entities looking to enhance their service offerings and market reach. Contact WebsiteClosers® today to explore this exceptional opportunity in the banking space.CODE NAME: Project WaybackWC 4102

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Cash Flow $959,157
Revenue $1,917,633
$ Owner Financing Available

Asking Price: $880,000

Established Tax & Accounting Practice — Syracuse

Not Disclosed, NY
Onondaga County

Business OverviewEstablished in 1954, this tax and accounting practice serves individuals and small businesses throughout Central New York. Decades of continuous operation have produced a deep, loyal client base that renews year after year with minimal marketing spend. Revenue is stable and predictable, driven by annual tax preparation work supplemented by bookkeeping, and payroll processing.The firm operates with five full-time staff year-round, expanding to eight full-time and eight part-time employees during tax season. This is a fully staffed, systematized practice rather than a one-person book of business dependent on the owner’s personal capacity. A buyer steps into an existing team, established workflows, and client relationships that are already handled at the staff level, which materially reduces the transition risk that typically accompanies the purchase of a professional services firm.The sellers are enrolled agents and are willing to remain with the practice through a defined transition period, up to two years, to introduce clients, transfer institutional knowledge, and support continuity of service.Real EstateThe real estate is available as part of the transaction on negotiable terms. Ideal BuyerThis is a turnkey opportunity for tax preparers seeking to acquire an established practice rather than build one from scratch, or for an existing accounting firm looking to expand its footprint in the greater Syracuse market.

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Cash Flow $187,300
Revenue $684,000

Asking Price: $86,425

Professional Business Sales & Advisory Firm

Greenwich, CT
Fairfield County

Positioned in one of the most affluent and business-dense markets in the Northeast, this opportunity offers ownership of a professional business brokerage and advisory practice serving Greenwich and the greater Fairfield County region.The business operates within a proven national platform and provides services to entrepreneurs, investors, executives, and business owners seeking to buy, sell, acquire, or expand privately held companies. Through established systems, recognized branding, professional processes, and extensive industry resources, the business is well-positioned to capitalize on the ongoing demand for business transition and advisory services.Greenwich's strategic location within the New York metropolitan area creates access to a substantial population of successful business owners, corporate executives, investment professionals, and acquisition-minded entrepreneurs. Fairfield County alone is home to thousands of privately held businesses across professional services, healthcare, technology, construction, manufacturing, retail, and financial services.As a growing number of business owners approach retirement, succession planning and ownership transition needs continue to increase. At the same time, executives and investors are increasingly pursuing acquisition opportunities as an alternative to starting businesses from scratch. These favorable market dynamics create a compelling environment for a professional intermediary capable of connecting buyers and sellers while facilitating complex transactions.The business offers a highly scalable model with minimal inventory requirements, professional working hours, and the ability to build long-term client relationships. Revenue opportunities can be generated from multiple advisory and brokerage activities, creating a diversified platform for future growth.This opportunity is ideal for an entrepreneur, executive, consultant, business owner, financial professional, attorney, banker, or sales leader seeking to build a respected advisory practice within a premium market. Equally attractive for investors seeking a professional services business with significant expansion potential.A qualified buyer will acquire established systems, operating procedures, marketing resources, technology platforms, and professional support designed to accelerate growth while reducing startup risk.For buyers seeking a sophisticated business opportunity backed by a recognized platform and operating within one of the strongest business environments in the Northeast, this represents a compelling acquisition opportunity.

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Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $350,000

Profitable PB Bookkeeping-14 Yrs-Recurring Clients

Not Disclosed, FL
Palm beach County

An exceptional opportunity to acquire a highly reputable, 14-year-old bookkeeping and financial services practice based in prestigious Palm Beach County, Florida. Operating with a streamlined, modern remote workforce, the firm serves a loyal and diverse roster of local small-to-medium-sized businesses (SMBs) who rely on its services for daily, monthly, and year-end financial management.With deep-rooted client relationships, an established operational rhythm, and a trained, capable team in place, this turn-key business offers an acquirer immediate cash flow, high client retention, and significant operational leverage.Investment Highlights14 Years of Stability & Local Reputation: Built on over a decade of trusted service in Palm Beach County, enjoying high client retention, strong word-of-mouth referrals, and zero reliance on heavy marketing spend.Essential & Embedded Client Relationships: The firm acts as an integral operational partner to its clients. Services are deeply embedded in client workflows, creating high switching costs and predictable, recurring revenue.Capable & Independent Remote Team: Operating with three experienced, remote employees, the staff manages core day-to-day bookkeeping tasks, client communications, and account reconciliations independently.Turnkey & Scalable Structure: Modernized operations allow the business to be managed remotely or locally with flexible owner involvement. Systems and workflows are structured for seamless transition to a new owner or an existing firm seeking a tuck-in acquisition.Business Operations & ServicesThe practice provides comprehensive bookkeeping and outsourced accounting solutions tailored to Palm Beach County business owners, including:Core Services: Full-charge bookkeeping, accounts payable/receivable (AP/AR) management, bank and credit card reconciliations, and financial reporting (P&L, Balance Sheet, Cash Flow).Compliance & Advisory: Payroll processing management, sales tax filings, and year-end tax preparation coordination with clients’ CPAs.Client Mix: Long-term business clients across diverse industries, ensuring stable income streams and reduced sector-specific risk.

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Cash Flow $178,304
Revenue $263,210

Asking Price: Not Disclosed

Remote Fractional Growth Firm - Revenue Doubling

Denver, CO
Denver County

Our client is a professional services firm whose revenue is on track to roughly double this year. Revenue was approximately $614,000 in 2024 and approximately $642,000 in 2025. The first five months of 2026 alone produced approximately $652,000, more than the whole of the prior year, and monthly revenue rose approximately 172 percent from January to May 2026, from roughly $81,000 to roughly $220,000. On that five-month run rate the company is tracking to approximately $1.6 million for 2026, roughly two and a half times 2025. The May month taken on its own annualizes to more than $2.6 million, though that is a single-month data point rather than an established trend and may fluctuate before year end. Growth of that order in a services business is uncommon, and here it has been achieved with almost no paid marketing.The firm places an experienced senior leader in charge of a client organization’s growth problem and then builds a custom team of specialists around that leader to execute it. It operates entirely remotely across the United States and carries no office, no lease, no inventory and no production equipment of any kind. What makes it unusual is that it serves three distinct markets through one delivery model: for-profit companies, traditional donor-funded nonprofits, and a growing category of nonprofits building earned-revenue capability to offset declining donor, philanthropic and government support. That third market is the strategically differentiated one. Reducing a nonprofit’s dependence on grants and donations calls for commercial capabilities in market assessment, offer development, pricing, partnerships and sales, and very few providers can credibly do both halves of that work.What also distinguishes the firm is where its engagements begin. Most providers in this space start with inputs, asking how many articles should be written, what the website should include, or how often the organization should post. This company starts with the outcome. It asks what result the organization actually needs, what is standing in the way, and what combination of strategy, people, process and technology will move it. The work is measured in revenue, funds raised, pipeline, successful campaigns and organizational capacity rather than in activity.Most engagements open with a structured diagnostic that assesses the organization’s position, identifies its most important opportunities and barriers, sets measurable goals and converts those findings into an implementation plan. Execution then runs in ninety-day sprints so resources stay focused and progress can be measured and corrected. The diagnostic, the sprint method, the engagement leadership model, the review cadence and the approval process are documented internally as a proprietary operating framework that transfers with the business, along with the brand, the templates, the client workflows, the partner recruitment and onboarding materials and the training resources.The economics are built on a deliberately lean structure. A small core team of four employees carries the fixed cost, and roughly fifteen vetted independent consultants are engaged around each specific engagement, so delivery capacity expands with demand rather than ahead of it. Revenue comes from month-to-month retainers, fixed-fee projects, ninety-day sprints and selected hourly work, with initial engagements generally starting at $5,000 or above. Gross margin ran 56.8 percent for the five months to May 31, 2026 and net margin 20.6 percent, so profitability held up through the ramp rather than the growth being bought with discounting. The balance sheet is clean, with no line of credit balance, no receivable or payable older than thirty days, and nothing payable to shareholders.Client relationships are durable and the growth has been earned rather than bought. Approximately 70 percent of new clients arrive through referral and existing professional relationships, with the balance from thought leadership, inbound inquiries, networking and targeted business development. Most clients remain for more than a year and several relationships have run two to three years, expanding into new scopes and additional projects along the way. Twenty-eight client accounts carried revenue in the first five months of 2026, the largest of them representing approximately 13 percent of year-to-date revenue, and client concentration has eased in each of the last three years as the client count has grown.The most obvious path to accelerated growth is straightforward and does not require reinventing anything. The founders currently originate most new business themselves, so adding dedicated sales capacity beyond them, introducing the firm to an acquirer’s existing client base, building senior engagement leadership, converting more diagnostics into full execution work and increasing the recurring share of revenue would each move the business materially. The constraint today is reach rather than capability.The owners are exploring a transaction to understand how the market values the company and whether the right strategic or financial buyer could accelerate its next stage, and they are seeking a buyer who values a proven model, a durable client base and a transferable delivery method rather than one buying revenue alone. Both owners would prefer to remain involved after a transaction and expect to work another five to ten years, with the shape of that involvement to be discussed once buyer, valuation and structure are known. Confidentiality is a concern for the seller while the right buyer is identified, so the specific city, exact ZIP and name of the business are shared only after a prospective buyer signs an NDA and is vetted, and the location and ZIP shown above reflect the broader market area rather than the operating location.NDA is required to secure a comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Cash Flow $610,000
Revenue $1,565,440
$ Owner Financing Available

Asking Price: $4,900,000

Utility Auditing: Cost Management Firm

Not Disclosed, UT
Not disclosed

This opportunity represents a tech-enabled energy advisory and cost management firm serving commercial and multi-location clients across the United States. The business specializes in reducing utility expenses through a combination of utility bill auditing, energy procurement, and ongoing portfolio management, delivering measurable cost savings to clients with minimal upfront commitment. The company operates on a highly attractive model that includes recurring revenue and performance-based income streams, with clients engaged through multi-year contracts and long-term relationships. A key differentiator is its integrated service offering, combining auditing, procurement, and data management—capabilities typically only offered by much larger firms. The business is supported by proprietary software that aggregates and analyzes client utility data, enabling scalable operations, strong client retention, and enhanced reporting capabilities. Additionally, the company benefits from established infrastructure and required licensing for energy procurement, creating meaningful barriers to entry. Currently operating with minimal owner involvement, the business is run by an experienced team handling day-to-day operations. New client growth has been intentionally limited in recent years due to ownership focus on other ventures, presenting a clear and immediate opportunity for expansion through reactivation of proven outbound sales strategies. This is an ideal opportunity for a strategic buyer or operator seeking a scalable, recurring-revenue business with strong margins, defensible positioning, and significant growth upside in a fragmented and essential industry. Office ID: ABB26016 Visit www.AlpineBusinessBrokers.com for additional Utah Business for Sale Listings. Real estate transactions brokered by Alpine Business Brokers, LLC

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Cash Flow $777,428
Revenue $1,700,412

Asking Price: $350,000

Reliable Tax Planning and Bookkeeping Solutions

Not Disclosed, VA
Hampton city County

This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company generates consistent revenue through a mix of recurring bookkeeping engagements and annual tax preparation services, creating predictable cash flow and a stable foundation for future growth.Services include bookkeeping, tax preparation, tax planning, payroll support, financial reporting, and related accounting services. The business benefits from long-standing client relationships, excellent retention rates, and a steady stream of referrals, reflecting years of trusted service and customer satisfaction.Operations are streamlined with proven systems and processes in place, allowing for efficient management and a seamless transition to new ownership. Significant growth opportunities exist through expanded marketing efforts, additional staffing, advisory services, and increased penetration within the existing client base.This turnkey opportunity is ideal for a CPA, Enrolled Agent, accounting professional, bookkeeping firm, or strategic buyer looking to expand their footprint, acquire an established client portfolio, and benefit from immediate recurring revenue. The owner is committed to supporting a smooth transition to ensure continued success and client retention under new ownership.

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Cash Flow $77,443
Revenue $104,088

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