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Established and highly regarded as one of the top nationwide insurance firms, this Manassas, VA based insurance agency with a business book of $4.5 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 $595k-$795k 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 nationwide 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.
The owner of an established boutique M&A advisory firm, whose footprint in the Southern U.S. resides in one of the fastest growing regions in the U.S., is pursuing a sale of the Company. The Company provides both buy-side and sell-side M&A advisory services primarily to industrials, distribution and business services through a unique approach that positions clients for a greater likelihood of ROI capture from their transaction. It has successfully represented nearly 100 clients in M&A, valuation, private capital services over its’ history. There are many valuable assets that will be sold in this transaction. We have prepared a confidential information memorandum that describes this acquisition opportunity in greater detail for interested parties. Thank you for your consideration.
Established Allstate Exclusive Insurance Agency for Sale – Lake Ridge, VAAn opportunity to acquire a well-established and profitable Allstate exclusive insurance agency located in Lake Ridge, Virginia. The agency has been in continuous operation since 2022 and has developed a strong, diversified book of business supported by a loyal client base and experienced staff.Key Highlights:Exclusive Allstate agency with a solid and growing book of businessPositive cash flow since inceptionReliable, trained staff in placeDay-to-day operations run independently without owner presenceEstablished systems, processes, and carrier supportStrong customer retention and cross-selling potentialLocated in a stable and growing market within Northern VirginiaThis agency is ideal for:An existing Allstate agent looking to expand through acquisitionA qualified buyer seeking a turnkey insurance businessAn operator looking for a semi-absentee or owner-light modelThe current owner is pursuing other business ventures and is open to a smooth transition to ensure continuity for clients, staff, and the carrier.Serious inquiries only. Additional financial details available upon execution of a confidentiality agreement and confirmation of buyer qualifications.
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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.
Well managed turnkey Allstate agency located in the dynamic city of Winston Salem, NC.This second generation family run agency has approximately $5 Million in earned premium that consists of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. The agency has an extremely low loss ratio and customer loyalty has created excellent retention in the book. The current owner is available to assist with transition and guidance. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won’t last long on the market.FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT:Energia Consulting Partner.
For sale is a well-established 23-year agency in beautiful Naples, FL; only minutes from the beach. It is well-managed with seasoned staff to transition to a new owner. It has almost $7 million in total premium that consists of a preferred auto/homeowner customer base with an excellent opportunity for growth in gross sales as well as life/financial services. The agency has a low loss ratio and customer loyalty has created excellent retention in the book. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won't last long on the market.The asking price is $1,994,000. An NDA is required. The earned premium is $6,700,000 including brokered book. Local and national lenders are available upon request. For seller financing, if necessary, terms are negotiable. Satisfactory collateral is required.A 1,580 sq ft. location is available, near a large real estate office, bank, Publix, restaurants, hair salon, veterinarian, and dry cleaner. They have excellent signage and visibility. There are 7 workstations with computers. They have a 3-year lease, which renews in July 2025. Rent is $2,435/month. All F&E to convey. Confidential until NDA signed. (H)
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Offered for sale is a rare opportunity to acquire a 10-unit condominium portfolio located within a highlydesirable 55 active adult community in Pembroke Pines, Florida.The package consists exclusively of 2 bedroom / 2 bath units spread across multiple buildings within thecomplex, providing diversification within a single gated, amenity-rich campus.The community features resort-style pools, clubhouse, social rooms, fitness facilities, tennis courts,courtesy shuttle service, on-site security, and a strong owner occupant base creating consistent demandand stable long-term occupancy.The units are primarily in original condition, presenting a clear value-add renovation opportunity. Current market rents for unrenovated units range from approximately $1,700–$1,900 per month, with renovated units achieving materially higher rents and resale values.Rental Grandfathering StructureDue to association rules limiting new rentals in the community, the portfolio must be acquired via transfer of the existing LLC. This structure preserves the portfolio’s grandfathered rental rights, allowing the buyer to continue operating the units as rentals without interruption. This represents a significant competitive advantage in a 55 community where rental supply is tightly restricted.Investment Highlights10 unit stabilized 2BR / 2BA condo portfolioPrime 55 gated community in central Broward CountyStrong in-place rents with upside through interior renovationsGrandfathered rental status preserved through LLC transfer Limited competing rental inventory within the communityOffered as a package at $1,600,000Operating Expense SnapshotCondo Association Fees: approximately $95,775 annually ($7,981.23 per month, portfolio-wide) Real Estate Taxes: approximately $34,086 annually (portfolio-wide)Despite the association fee structure, the grandfathered rental status and restricted rental supply support stable occupancy and long-term pricing power.Offering NotesThis offering is well suited for an investor seeking stable cash flow in a restricted rental environment, with the ability to implement a value add renovation strategy over time.All buyers must execute an NDA, complete a buyer profile, and provide proof of funds.
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.
This is an exciting opportunity to acquire a home-based Medicare insurance brokerage serving seniors age 65 across 22 states. The business operates almost entirely online and has built a strong, referral-driven client base within a captive and ever-growing market, with over 10,000 Americans turning 65 every day.The business specializes in helping Medicare beneficiaries select coverage and support products, generating solid ongoing commissions, with some commissions lasting for the lifetime of the client. Clients tend to remain long term due to trust-based relationships and continued service needs.The company is appointed with multiple major insurance carriers, including UnitedHealthcare, Humana, Aetna, HealthSpring (Cigna), Medico, Manhattan Life, Delta Dental, and Ameritas, through majority direct relationships and a few FMO relationships. Minimal overhead, home-based. The business includes an established book of 406 active clients and almost 700 policies, and is a perfect add-on to a larger practice, or someone just looking to jump in and build their book. Seller Financing Available for a Well-Qualified Buyer.Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! At Transworld Business Advisors, we are the most active business brokerage in the country - listing and selling the most businesses in the state. Get added to our buyer list today to receive notifications as businesses with your criteria hit the market!Â
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Established and highly regarded as one of the top nationwide insurance firms, this Lynchburg, VA based insurance agency with a business book of $3.41 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 $395k-$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 nationwide 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.
Established and highly regarded as one of the top nationwide insurance firms, this Woodbridge, VA based insurance agency with a business book of $5.5 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 $595k-$875k 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 nationwide 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.
Established and highly regarded as one of the top nationwide insurance firms, this Ogden, Utah based insurance agency with a business book of $5.8 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 $695k-$895k 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 nationwide 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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Established and highly regarded as one of the top nationwide insurance firms, this Layton, Utah based insurance agency with a business book of $3.8 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 $495k-$825k 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 nationwide 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​
Established and highly regarded as one of the top nationwide insurance firms, this Scottsdale, AZ based insurance agency with a business book of $6.2 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 $695k-$925k 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 nationwide 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.
Established and highly regarded as one of the top nationwide 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 nationwide 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.
Established and highly regarded as one of the top nationwide insurance firms, this Phoenix, AZ based insurance agency with a business book of $4.2 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 $525k-$725k 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 nationwide 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.
Established and highly regarded as one of the top nationwide insurance firms, this Avondale, Arizona based insurance agency with a business book of $3.1 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 $395k-$595k 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 nationwide 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.
Established and highly regarded as one of the top nationwide insurance firms, this Port Angeles, Washington based insurance agency with a business book of $6.8 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 incentive opportunities, this office has the potential to generate Gross Revenues to the owner in the $750k-$1.0 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad. PLEASE NOTEÂ - This agency must be operated under the brand name of this nationwide 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.
Established and highly regarded as one of the top nationwide insurance firms, this Kirkland, Washington based insurance agency with a business book of $3.7 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 $425k-$725k 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 nationwide 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​
This well-established automotive finance company generates approximately $2,600,000 in accounts receivable and has a long, proven operating history. The finance business has been in operation since 1990, supporting a car dealership that has operated successfully since 1980, creating deep-rooted industry relationships and consistent deal flow.The business benefits from strong recurring finance contracts, a highly loyal referral network, and systems already in place to support continued growth under new ownership. Decades of repeat business and referrals provide stability and predictability rarely found in the automotive finance sector.This is a turnkey opportunity ideal for an owner-operator, strategic buyer, or financial services group seeking a legacy operation with recurring revenue and expansion potential.Note: The car dealership is also available for purchase separately, offering a potential synergistic acquisition.Listing Highlights:Automotive finance business with 45 years of recurring industry relationships$2.6M in accounts receivableStrong recurring contracts and predictable cash flowProven systems in place to support scalable growthLoyal, long-term referral base built over decadesTurnkey operation with established processes
Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent opportunity for a buyer to step into a stable, relationship-driven practice with consistent, recurring demand.The business serves a loyal base of long-term clients located throughout the U.S., providing recurring bookkeeping and tax services year after year. Client retention is strong, and revenue has grown steadily through organic means, with approximately 4–5 new clients added annually.New business is generated almost entirely through word-of-mouth referrals, underscoring the firm’s strong reputation, client satisfaction, and trusted relationships. With minimal marketing currently in place, there is meaningful upside for a buyer who wishes to invest in growth, expand service offerings, or scale operations.This opportunity is well suited for a CPA, EA, or experienced accounting professional seeking a turnkey practice with dependable cash flow, flexible operations, and a solid foundation for continued expansion.
This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The store includes a well-trained tenured employee who can run day to day operations. Even though the store has a franchise name, there is no franchise license fee and no royalty fees for the business. Please put in an inquiry or contact Tom Covello at tcovello@tworld.com to receive the NDA and more information.​
Established and highly regarded as one of the top nationwide insurance firms, this Anchorage, Alaska based insurance agency with a business book of $5.0 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 insurance policies and the lucrative annual bonus opportunities, this office has the potential to generate Gross Revenues in the $950k-$1.15 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad.
This premium insurance agency specializes in writing homeowner policies for their clients. Considered a 'virtual office' the business has clients throughout the state of Florida. Agency has abt 631 policies that generate about $205,000 in commissions. Agency has all the major direct appointments. Very high retention and opportunity to cross sell other insurance products. 3 employees make-up the agency and these employees would most likely be willing to work with a new owner/agency.Easy to merge into another existing P&C Agency.Please refer to listing #7301-534121 and ask for David Ballou when inquiring.
This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net worth individual using a proprietary approach to simplify complex planning for individuals and family estates.Founded in 2024, the company has grown exponentially with top line Revenues of $2,661,821, and an SDE of $997,826 in FY FC 2025. This is a great opportunity for a buyer that is familiar with the Life Insurance business to own and operate a great agency with a team of brokers selling mainly IUL products and complex case design to ultra-high net worth individuals.A Life Agent License is required to acquire, own, and operate this business.For more information, please contact the listing broker, Chris Beckman. Please note, all buyer will be required to sign an NDA and complete a confidential buyer profile to screen for relevant experience and financial capability before any confidential information will be shared.​
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Asking Price: $549,000
