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Established and highly regarded as one of the top national coverage insurance firms, this Port Huron, Michigan based insurance agency with a business book of $6.0 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. SBA loan funding sources are available. Seller may be willing to offer partial 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 increased Gross Revenues for 2026 and beyond.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.
Established and highly regarded as one of the top national coverage insurance firms, this Knoxville, TN based insurance agency with a business book of $5.4 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. SBA loan funding sources are available and the Seller may be willing to offer partial 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 increased Gross Revenues for 2026 and beyond.PLEASE NOTE - This agency must be operated under the brand name of this national coverage 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 risk and compliance consulting practice serving small to mid-sized businesses across the greater Phoenix metro area. This seven-year-old firm provides regulatory compliance audits, internal risk assessments, policy development, and ongoing advisory services to clients in healthcare, finance, and professional services. The business operates on a recurring retainer model with strong client retention, generating consistent annual revenue of over $205,000 and owner earnings exceeding $105,000. All operations are fully remote with minimal overhead, and the current owner manages client relationships with support from one part-time administrative specialist. A well-documented compliance framework and established referral network make this an ideal acquisition for a compliance professional or consulting firm looking to expand into the Southwest market.
Blue Coast Savings Consultants is a leading consultancy in cost savings and expense reduction. For over 30 years, our advisors have helped businesses enhance their profits and achieve greater financial flexibility by cutting unnecessary costs. If we don’t deliver savings, there’s simply no fee.
Boutique M&A advisory support firm providing specialized due diligence, financial modeling, and deal support services to private equity firms and investment banks. This established practice has built a strong reputation for delivering high-quality analysis and transaction support. The business operates with minimal overhead and generates consistent revenue through repeat engagements with institutional clients. Services include financial due diligence, quality-of-earnings analysis, and integration planning support. The owner has developed proprietary templates and methodologies that streamline project delivery and ensure consistent quality across engagements.
Established fractional CFO and bookkeeping practice serving small to mid-sized businesses in the greater Austin area. This turnkey operation offers comprehensive financial services, including monthly bookkeeping, financial reporting, cash flow management, and strategic CFO advisory. The business has built a loyal client base with recurring revenue streams and strong retention rates. Services are delivered remotely using cloud-based accounting platforms, allowing for flexible operations. The current owner has developed efficient systems and processes that enable high-quality service delivery with minimal overhead. Ideal opportunity for a CPA, financial professional, or entrepreneur looking to enter the growing fractional CFO market.
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.
This is NOT a franchise or business opportunity. This is a service offered to those seeking to purchase a franchise or business using their retirement funds without having to pay the taxes and penalties. You can purchase a franchise or traditional business with a tax qualified retirement plan such as an IRA, 401(k), 403(b), 457(b), SEPs and others.
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.
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)
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.
Start a Medical & Dental Billing and Practice Management Business – Work from anywhere, part-time or full-time, flexible schedule, huge profit margins! Healthcare is the growth industry of the 21st century! Read more about this exciting opportunity now!
• Home-Based Business... Make your own hours (Part-Time or Full-Time) “Your choice.”• This is NOT a franchise; there No no royalties; you keep 100% of the Profits!• Operate locally or remotely from anywhere.• Web-based electronic medical billing.• Absolutely no experience is required for this professional home-based medical billing service!• Training will be provided; all training can be done online!!• Very flexible and scalable!~ No Brokers, Please ~
This is a well-established sole practitioner firm performing high level accounting, tax & advisory services for small businesses, many who are in the Construction industry. Most clients are long term (10years ), all new clients are referral based. Presently 13 business clients 14 individual tax returns (mostly pass through entity owners & related persons). Annual revenues average $120k per year. Seller is only dedicated to business part time and does well working remotely. This could be scaled up by someone with the time to offer a broader array of services to existing clients and who could accept the referrals that regularly flow in. Seller created an informative website which is included in this sale.
Established self-service kiosk software platform available for acquisition. The company has developed a turnkey, production-grade unattended commerce ecosystem serving retail, QSR, hospitality, bookings, healthcare intake, nonprofit giving, and wayfinding applications.The platform is hardware agnostic and operates across Android kiosks, tablets, iPad environments, and unattended payment terminals. The system includes a proprietary multi-tenant management console, AI-powered kiosk builder, curated template library, reporting backend, and multiple payment/POS integrations.Key highlights include:• AI-driven kiosk generation engine capable of building customized kiosk interfaces from natural-language prompts• White-label architecture designed for ISOs, payment processors, VARs, and SaaS providers• Existing integrations with major payment and POS ecosystems• Recurring revenue subscription model already established• Scalable multi-location management and reporting console• Production-ready template library across multiple verticals• Hardware flexibility with bring-your-own-device capability• Strategic industry validation and national exposure through major technology partners and industry publicationsThe opportunity is ideal for:• Payment processors• POS software companies• SaaS operators• ISOs and merchant service providers• Kiosk hardware companies• Hospitality or retail technology groups• Strategic buyers seeking immediate entry into the self-service commerce sectorTransaction includes all intellectual property, source code, software applications, AI builder technology, management platform, integrations, branding assets, domains, and related business operations.This is a strategic acquisition opportunity for a buyer seeking an accelerated entry into the rapidly growing unattended commerce and AI-enabled kiosk marketplace without the time and expense of internal development.Detailed information available to qualified buyers only following execution of a confidentiality agreement and proof of financial capability. Please refer to listing number 0101628253, business broker Tom Milana, when inquiring about this listing.
Working from home as a consultant is a recession-proof business you can operate part-time or full-time. We've been helping professionals build their own consulting businesses for over 20 years and placing them in consulting businesses they never knew existed. All of our consulting opportunities are built so you can start working with clients Day 1. Learn more now!
Established with a strong foundation in the insurance industry, this independent insurance agency has built a longstanding reputation for personalised service, trusted client relationships, and consistent performance. Originally operating as a captive agency representing a major national insurance carrier in Virginia, the business successfully transitioned into an independent agency model, allowing for expanded carrier partnerships and a broader range of customized coverage solutions for both personal and commercial clients. Over the years, the agency has developed a loyal and diverse customer base through responsive service, industry expertise, and a commitment to long-term client care. The business maintains strong relationships with nationally recognized insurance carriers and benefits from recurring revenue streams, established operational systems, and an experienced foundation positioned for continued growth. This opportunity is ideal for an industry professional, strategic buyer, or entrepreneur seeking to acquire a well-established and reputable insurance agency with deep community ties, stable operations, and significant potential for future expansion.A successful buyer must hold the required insurance sales licenses.
For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key opportunity for an ambitious tax professional ready to step into ownership and scale an existing foundation. With increasing demand for tax and financial services, the business is well-positioned for continued long-term growth and expansion. The current owner has just been working part-time and completed roughly 250 tax returns this tax season. With full-time management, the business could grow tremendously, especially given the prime location!If you are ready to transition from employee to owner without starting from scratch, this proven practice could be your ideal launchpad.
Established Corporate Financial Management Platform | Asking Price: $500,000This is a rare opportunity to acquire a fully operational, proprietary Corporate Personal Finance Management (PFM) platform built exclusively for businesses and institutional users. Unlike consumer-facing budgeting apps, this platform was engineered from the ground up to address the unique cash flow, compliance, and financial visibility needs of corporate entities. Over $800,000 has been invested to build, develop, and establish this platform over the past decade.The platform has been operating for over 10 years, serving a loyal base of 200 active corporate users with an established technology stack, proprietary database, and active cloud infrastructure. The business is offered as a complete asset sale — including all software, intellectual property, user base, branding, and operational infrastructure — at a below-market valuation relative to its replacement cost and strategic value.What you're acquiring:✔ Fully operational proprietary software platform✔ 200 active licensed corporate users✔ Microsoft Azure cloud infrastructure✔ 10 years of proprietary database architecture & IP✔ All source code, branding, domain & digital assets✔ 9,200 social media followers✔ Established vendor & cloud service relationships✔ Fixed assets valued at $538,203 — exceeding the asking priceWhy this beats Competing Software:→ Built for corporations, not bookkeepers→ Real-time financial health dashboard — not just a ledger→ Client owns all data — no third-party monetization→ Flat licensing model — no per-transaction fees→ White-label ready for banks, credit unions & financial institutions→ Puerto Rico & Latin America market foothold — 10 years establishedThe opportunity: Infrastructure is built. Users are active. The platform is ready to scale. An acquirer with commercial sales resources can immediately expand the 200-user base into SMEs, cooperativas, and financial institutions across PR and LATAM — or license the platform white-label to banks seeking branded corporate PFM tools. All of this is available at $500,000 — a fraction of the capital already deployed. An NDA is required for more Information, such as detailed financials, client list, business name, Intellectual Property & More
Established CPA & Accounting Practice for Sale – Northern Palm Beach CountyWell-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach County. Operating successfully for over six years, this turnkey firm offers a loyal client base, experienced staff, strong recurring revenue, and excellent growth potential.The practice is staffed by the CPA owner, a senior accountant, and an experienced office manager, providing continuity and operational efficiency for a smooth transition.Technology & Systems. The practice utilizes industry-leading software, including:Thomson Reuters UltraTaxOnvio File CabinetPractice CS billing systemOffice & LocationThe firm operates from a professional 1,500-square-foot office located in a well-maintained professional office building in Northern Palm Beach County. The office features very reasonable lease terms, with rent of only $2,128 per month.Services & Revenue BreakdownMonthly Accounting Clients20–30 recurring clientsAverage monthly fee: $625Annual revenue: approximately $150,000Individual Tax Returns245 clientsAverage fee: $1,076.48Annual revenue: $263,739Business Tax Returns129 clientsAverage fee: $1,287.67Annual revenue: $166,110Estate Tax Returns33 clientsAverage fee: $1,176.82Annual revenue: $38,835Business Consulting ServicesAnnual revenue: $22,979HighlightsConsistent recurring revenueEstablished client relationshipsExperienced professional staff in placeStrong mix of tax and accounting servicesTurnkey operation with modern systemsExcellent opportunity for expansion or satellite officeIdeal opportunity for a CPA, EA, or accounting firm seeking growth through acquisition in a desirable South Florida market.Serious inquiries only. Additional information available upon request and execution of a confidentiality agreement. Please refer to listing #6401829634 and ask for Business Broker, Max Crescenzi when inquiring.
Established in 1989, this owner operator group health insurance agency serves groups and self-employed professionals. The 2025 financials indicate $130,804 in commissions. The agency’s book of business is comprised of approximately 90% group medical, 4% dental, 1% vision, and 5% individual policies (which include some medicare policies). Carrier concentration, listed from highest to lowest, includes Elevance Health, Health Net of California, Blue Shield of California, Kaiser, Aetna, and UnitedHealthcare. This is a lean acquisition opportunity for an existing insurance agency, producer, or strategic buyer seeking to expand in the health. and benefits market. Seller is open to staying on for a negotiated period of time to ensure a smooth transfer. For addition information, please contact Sarkis Kaladzhyan.
This long-established independent insurance agency has developed a diversified production mix across personal lines P&C, commercial lines, life, health, travel, and group benefits. Office is 4,000 sqft with a low rent of $1,350. The agency’s P&C book is weighted primarily toward auto, homeowners, and dwelling fire, with additional production in commercial lines, and workers’ compensation. Direct appointments include Progressive, Safeco, Formost, Safeway. Its life and health division includes Medicare, major medical, Marketplace, dental, vision, life, and disability products, while the group benefits segment provides group health, life, dental, vision, disability, HSA/HRA, accident, critical illness, cancer, and hospital/surgical coverage. Agency utilizes EzLynx. Revenue: $766,380. AT THE SELLER’S REQUEST, THE ASKING PRICE IS NOT PUBLICLY DISCLOSED. UPON COMPLETION OF A SIGNED NDA AND SUBMISSION OF PROOF OF FUNDS, QUALIFIED BUYERS MAY RECEIVE ADDITIONAL INFORMATION AND SUBMIT THEIR HIGHEST AND BEST OFFER.
Established and highly regarded as one of the top national coverage insurance firms, this Kearney, Nebraska based insurance agency with a business book of $2.4 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 significantly increased Gross Revenues for the owner over the next 12 months. 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.
This well-established geriatric care management firm has served the community for multiple decades, building a distinguished reputation in specialized senior care services. The company operates within a strategic location surrounded by senior living communities and complementary healthcare facilities and like businesses, positioning it advantageously within the target market.Operational Excellence:The organization maintains a fully bonded team of professionally trained W-2 employees who deliver comprehensive (90%) care management and (10%) fiduciary services. The company has developed specialized expertise in dementia care and mental health services, addressing the complex needs of elderly clients and their families with sensitivity and professionalism.Service Portfolio:- Comprehensive geriatric care management- Professional fiduciary services- Specialized dementia care coordination- Mental health support services- Individualized client and family consultationNote: Financial client services has not yet been added but could be offered by a new owner to create an additional revenue stream.Business Structure:The company has established systematic operations with trained staff and proper channeling and referral protocols. The current ownership structure allows for continued seller involvement as a compensated employee with healthcare benefits, though operational leadership will transfer to the new owner who must maintain daily involvement in business operations.
Established and relocatable health insurance book of business available for acquisition. Built on a digital-first platform with a streamlined CRM, this agency offers a turnkey operation with strong recurring revenue and a loyal client base. Coverage options include ACA marketplace plans.The agency has active contracts with top national carriers, ensuring access to competitive products and commission structures. 2025 commissions reached $144,000 in the last enrollment. Positioned within a $1.5 trillion and growing U.S. health insurance market, the business is well-placed to benefit from record Medicare enrollment, ACA market stability, and small business demand for affordable benefits.Seller will provide full transition support, including carrier introductions, systems training, and growth guidance. This is a rare opportunity for a licensed professional to step into a proven, profitable agency with expansion potential.MUST HAVE CURRENT 2-15 LICENSE. $350k with $200k down 36 months at 8% interest
This well-established, solo-operated income tax preparation business has been serving the Las Vegas community for over 40 years, earning a strong reputation for accuracy, trust, and personalized service. The firm supports a loyal client base of over 400 individuals and approximately 40 business filings, generating consistent seasonal revenue with high client retention. Operated by a single owner, the business is streamlined and efficient, making it an ideal opportunity for an owner-operator seeking a turnkey practice with immediate cash flow. Bring your CPA license and begin operating from day one. Please contact the broker for more information.
Full line agency for residential and commercial insurance in Central Pennsylvania. 1.3 million dollars in current policies with a commission flow of $125,000.The seller is selling his book of business and the buyer must be approved by Farmers Insurance.
Established and highly regarded as one of the top national coverage insurance firms, this Queensbury, New York based insurance agency with a business book of $3.3 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 significantly increased Gross Revenues for the owner over the next 12 months. 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.
Established and highly regarded as one of the top national coverage insurance firms, this Fayetteville, NY based insurance agency with a business book of $6.2 million in recurring policy premium renewals is currently for sale. Above average policy retention rate. 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 significantly increased Gross Revenues for the owner over the next 12 months. PLEASE NOTE - This agency must be operated under the brand name of this national coverage 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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