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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.
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.
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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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.
Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and comprehensive bookkeeping services. The business has built a loyal client base by consistently delivering on five core principles:Listening closely to client needs and providing tailored solutions.Supporting both short-term objectives and long-term planning.Delivering high-quality services with dependable turnaround times.Staying current with evolving tax laws and financial best practices.Leveraging modern technology to create a smooth, efficient client experience.Positioned within a large, affluent population, the firm attracts individuals, families, business owners, and government contractors. The current client portfolio includes approximately 750 clients, with 70 percent individuals and 30 percent businesses, creating a healthy mix that supports stability and future growth. The service menu is broad and designed to meet the diverse needs of this market:• Financial Statement Preparation• Payroll Services• Individual, Family, and Small Business Tax Preparation• QuickBooks Advisory• Business Bookkeeping• Government Contracting Accounting• Auditing• Estate and Trust Tax PreparationThe owner is preparing for retirement and is seeking a buyer who will continue the firm’s longstanding reputation for professionalism, integrity, and client care.Special Financing: This business has been lender pre-qualified with only 10 percent down and a 10-year term for a qualified buyer. Full details are included in the marketing prospectus.Option to Purchase Segments: Audit / Attest purchase price: $300,000 Tax / Bookkeeping purchase price $550,000
Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation, bookkeeping, payroll, and advisory services to a loyal mix of individual and small-business clients.The firm has built a reputation for personalized service, responsiveness, and integrity, backed by a consistent 4.9-star Google rating. All operations are conducted in-person, from a professional office with trained staff in place. Highlights:•16 years in business with long-term client relationships•Full-service model: tax, bookkeeping, payroll, advisory•Over 1,000 returns filed annually•5 full-time and 1 part-time employees•In-town location with affordable lease ($1,760/month through 2026)•Clean transition ready: organized files, loyal team, owner training included For more information on this listing—including the business name, location, and detailed financials—interested buyers must complete a Non-Disclosure Agreement (NDA) and Buyer Profile as verification of financial capability.This business is proudly represented by Sunbelt Business Brokers of Orlando, serving Central Florida for over 40 years with over 1,000 successfully sold businesses.
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Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency offers Auto Insurance (both Commercial and Personal), Homeowners and Renters Insurance, Income Tax Services, Auto Title Services, and Notary Public support. With a strong commitment to delivering exceptional customer service in both English and Spanish, the agency has built a loyal client base. This loyalty is evidenced by the high volume of customer referrals, which consistently generate approximately 70% of new business. The agency has experienced steady financial growth over the past three years. In 2022, revenue reached $1.23 million with a net income of $635,432. By 2024, revenue had grown to $1.66 million with net income increasing to $879,063. The momentum has continued into 2025, with revenue at $1.41 million for the first 10 months of the year,ending October 31, and net income at $710,232 for the same period.
Take advantage of a rare opportunity to acquire a well-established Farmers Insurance Agency known for its high performance, consistency, reputation, and dependable recurring revenue. This agency offers a strong foundation built on years of trusted service and is ideal for a driven owner ready to step in. Over a million dollars in policies.Key Points:Reliable Revenue Base. A robust book of business anchored by loyal policyholders across personal and commercial lines, generating steady commissions and predictable renewals.Diverse Policy Mix. The agency benefits from a well-rounded portfolio that includes auto, home, life, commercial coverage, and specialty lines such as Kraft Lake—creating long-term income stability.Strong Client Relationship. Long-standing customer connections lead to high retention rates and continuous referrals. The agency’s service-first model has cultivated a dependable and trusting client community.Streamlined Operations. Modern systems, trained support structures, and efficient daily workflows allow a new owner to transition seamlessly and immediately focus on growth.Brand Trust & Local Presence. Farmers Insurance is a nationally recognized brand, and this agency’s professional reputation within the community adds a layer of trust that accelerates new business opportunities.Growth Levers for the Next OwnerDevelop additional commercial accountsCross-sell high-demand policy linesExpand into under-served local marketsIncrease digital marketing efforts for lead generationIdeal Buyer. Perfect for a seasoned insurance professional aiming to expand their portfolio with a turnkey, well-managed operation or an ambitious new agent seeking a get off to a good start.Why This Agency Stands Out. This business represents a blend of stability, brand recognition, and expansion potential. Backed by a consistent revenue stream and supported by an organized operational structure, it provides the next owner with a smooth transition and a high-upside growth trajectory.
Sunbelt Business Brokers, a leading International business brokerage system with over 100 U.S. offices, is expanding into select markets throughout the USA including Phoenix, Arizona. Our offices focus on selling privately held existing business with revenues from a few hundred thousand dollars to many millions.The opportunity is to join Sunbelt in an exclusive territory and leverage all of Sunbelts industry leading benefits. The services and benefits offered by Sunbelt o its owners include but not limited to the following:- A fully integrated Tech Stack with a hosted SEO managed website all integrated with our CRM, listing engine and Sunbelt Marketing System- Price Point Valuation software- IBBA membership- Proprietary classroom and online trainingSuccessful Sunbelt owners share a variety of common skills and experiences such as:- Business ownership- Corporate management experience- Bought or sold a business enterprise- Understanding of financial reports- Sales and marketing acumen- High income expectationThis offering is for an equity position in an existing franchise. Contact us for details.The business is listed by HUB Commercial, an affiliate of Sunbelt Business Brokers in the State of Arizona. All listing information to be verified by the buyer during due diligence.
The personal lines insurance market is a robust $534 billion industry. By partnering with Goosehead, you can secure your financial future with our diverse range of products designed to maximize recurring revenue. Discover how to take advantage of this growth opportunity today.
Business OverviewThe HR payroll software market size has grown rapidly in recent years. It will grow from $35.27 billion in 2024 to $40.03 billion in 2025 at a compound annual growth rate (CAGR) of 13.5%. This business is a comprehensive, cloud-based platform designed to streamline the operations of staffing and talent agencies. Offering an all-in-one solution, businesses can efficiently manage staff, clients, scheduling, reporting, payroll, and more from a single integrated system. Built with automation at its core, the platform significantly reduces administrative burdens, saving agencies countless hours on daily operations while enhancing overall efficiency.This is an excellent opportunity to invest in a “done for you” business with a proven track record, existing B2B client base with over 90% recurring revenues, extremely profitable 56% Net Profit margin, and plenty of growth opportunities to further scale to deliver new revenues.Key BenefitsYear over Year Growth - 34% YoY Revenue & 78% YoY Cash Flow Growth (2024 vs 2023). Revenues have continued to increase in 2025, resulting in TTM Revenue of $450k including MRR of $40K with an average $24K in Customer Lifetime Value and 56% Net Profit Margins.Trusted by over 100 B2B customers - the software boasts exceptional stickiness with less than 2% churn and plays a critical role in powering world-class events for the Worlds Biggest BrandsInfrastructure Already in Place - substantial progress was made in design and development, establishing an improved foundation before shifting focus to larger opportunities. A new owner can leverage the existing infrastructure to scale the businessMarketingThe company has primarily used content and social media marketing, growing its LinkedIn presence and running limited partner campaigns. Outbound sales and select in-person conferences have been the most effective channels and should be the primary focus moving forward.OperationsThere are two contractors that combined provide limited part-time support handling some tasks for the business which a new owner would take over. The day-to-day tasks are handled by 3 contractors.Financial SummaryTTM Gross Revenue $449,900 USDTTM Cash Flow $250,917 USDTTM Gross Revenue $630,394 CADTTM Cash Flow $351,582 CAD*Converted from CAD to USD at the exchange rate of 0.71368 on 10.31.25. USD equivalent at time of sale will vary based on exchange rates.
This is a blockchain reporting company that transforms raw digital asset data into clear financial records. This fully remote SaaS business has a platform built for financial professionals who need to understand complex activities, such as yield generation and decentralized trading, which often involve fragmented and opaque on-chain behavior. Some of the investment highlights include:Proprietary Technology: The company's advantage lies in its reconciliation engine, which produces audit-ready sub-ledgers with provable accuracy.Core Product: The core product goes beyond simple tax calculation to create a verifiable, end-to-end audit trail. The platform's scalable, modular architecture is designed for quick adaptation to new blockchains and regulatory changes.API: The company has also developed an API that allows its proprietary data to be seamlessly integrated into other accounting platforms, such as SoftLedger. Outputs include ERP-mapped sub-ledgers and Reconciliation Worksheets that provide line-item provenance for every unit, suitable for regulators and auditors. Competitive Differentiation: The company transforms blockchain data into reconciled, compliance-ready financial outputs. Unlike tools that scrape transactions and apply generic labels, the company maintains a wallet-by-wallet cost basis with a proprietary lot manager and models native on-chain activity, such as stake accounts, PDAs, commissions, fees, and MEV. A rules-driven reconciliation engine matches inflows and outflows, assigns a cost basis, and flags exceptions, producing sub-ledger reports that can be mapped to ERP and GL systems. Every figure is independently verifiable down to each transaction component.Customer Base: The company’s customer base comprises sophisticated clients for whom precision and regulatory compliance are non-negotiable.Core Product: Clientele includes white-label clients, who integrate the company's API into their own offerings; large firms, including major accounting firms and institutional partners; and high-net-worth individuals and family offices that rely on the platform to manage complex, multi-wallet portfolios and withstand regulatory scrutiny. This customer base validates the technology's ability to grow and adapt quickly, proving the platform is indispensable for a wide range of critical financial needs in the institutional digital asset market.Custom Builds: Some clients, like high-frequency trading clients, require custom reporting solutions. These are typically higher-value engagements that involve tailored gain/loss calculations and wallet-level analysis.Acquiring this company will expand your capabilities. The platform converts opaque on-chain and exchange activity into audit-ready sub-ledgers, enabling premium service lines and accelerating product adoption across high-value accounts. Every figure ties to a deterministic chain of custody, which reduces audit exposure and shortens close cycles. The demand for reliable, institution-grade reporting is accelerating, and this company is uniquely positioned to meet this need with a proven platform, deep domain expertise, and scalable infrastructure built for high-volume environments.NEXT STEPS: If you’re interested in this business, please fill out the contact form, and we will email you an NDA to e-sign. Please look for an email with the subject “Complex Digital Asset Reconciliation and Reporting Software Company (NFA-204)”. You can access more information on this business after e-signing our NDA.
A well-established accounting and advisory franchise located in North Dakota is now available for acquisition. This business has earned a strong reputation for delivering dependable, relationship-driven financial services to a wide range of small businesses across the region. Offering bookkeeping, payroll, tax preparation, and strategic advisory support, the firm operates within a proven franchise framework known for its robust systems, quality standards, and ongoing operational guidance.Backed by consistent recurring revenue and a loyal client portfolio, the business provides year-round stability and long-term growth potential. Its streamlined processes, trained support staff, and efficient service delivery model create an excellent foundation for an owner-operator seeking a turnkey operation. With demand for professional financial services continuing to rise, this North Dakota franchise presents a compelling opportunity to step into a respected, well-run practice with room for further expansion. Building can be purchased or rented.
American Business Systems has been America's Leader in Medical Billing with Unparalleled Training, and Support for over 25 years. $100k Potential working from anywhere, full-time or part-time. Learn more about this great opportunity!
Founded over 10 years ago, the business has grown its core trade course offerings and expanded into insurance claims resolution services. The current owner works part-time and writes and teaches the courses to approximately 500 students per year. The business has a strong reputation in the community and generates much business through word of mouth in addition to its core marketing efforts. Significant growth opportunities exist in both business segments for the next owner. An SBA bank has pre-approved a loan for this listing.
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.
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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ARE YOU READY ? Here It IS - and it wont last!Well Established Mostly Commercial Insurance some Property & Workman's CompCome in and continue!Full Staff in place doing Day to Day Operations (seller is part time)Seller is ready to Share all Financial InformationInquire SOONER THAN LATER ! Please refer to listing number 2201485936, business broker Joseph Hamza when inquiring about this listing.
This established tax and accounting franchise offers a trusted brand presence, a loyal recurring client base, and a reputation backed by 5-star Google reviews. Positioned in an active South Florida market, the office benefits from strong year-round demand from individuals and small businesses seeking reliable financial services.With approximately $120K in annual gross revenue, the business operates with a streamlined structure and consistent recurring clients—100 tax customers and ongoing bookkeeping accounts. The franchise provides proven systems, standardized service delivery, and brand credibility that supports retention and stability. Current operations run with minimal overhead and no active marketing efforts, allowing a new owner to inherit a clean, manageable, and well-organized service base.A buyer stepping in gains immediate revenue, established client relationships, and the backing of a recognized franchise, while still having substantial untapped growth potential. With no current marketing initiatives, no outbound sales activity, and a strong foundation already in place, even modest efforts in outreach, digital ads, or expanding bookkeeping services could accelerate performance significantly.**Request the CBR for detailed financials and operational insights.**
Multi-State Collection Business, 10 Years RunningThis is an industry-recognized, well-established accounts receivable management and debt collections business with a multi-state footprint, long-standing A company clientele, and a substantial active portfolio. The company specializes in bad debt collections (consumer and/or small commercial) on behalf of creditors, leveraging a consultative approach to balance collections performance with customer-service integrity. The business currently services roughly 170,000 accounts and manages an active book of more than $275 million in portfolio value, with ongoing payment plans totaling around $735,000. The business is licensed as a Certified Collection and Certified Debt Trader in multiple states and bonded (bonding in place – e.g., approximately $260,000), and the infrastructure is being expanded to incorporate his own patented AI-enabled work.Please refer to listing # 3353-643329 and ask for Tetyana Kuzmyna when inquiring.
Highly established mortgage brokerage with over 35 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across 3 states, NY,NJ, & FL with opportunity for expansion into other states. The company holds active wholesale agreements with 25 national and regional lenders. Approved to originate across virtually all major product categories, including: Non-QM, Conforming / Conventional, Jumbo, FHA / VA, Reverse MortgagesThis is a turnkey, plug-and-play platform ideal for a buyer seeking immediate production capability, established lender access, and seasoned operational infrastructure.Ideal Buyer Profiles: Real Estate Brokerages / Agencies, Perfect to expand additional profit centers. A ready-made mortgage arm with instant lender access and licensing. If your real estate agency can generate 10 plus loans a month in referrals, you can be making great margins on originations. Loan originators who are volume producing agents and want higher margins on loans and want to hire other loan officers. Savvy internet marketers who know how to generate quality mortgage leads. Tech-Enabled BrokeragesAttractive for startups wanting an established brand, compliance framework, LOS/CRM integrations, and a smooth regulatory path without starting from scratch.Included Highlights: over 35-year operating history with brand credibility25 lender contracts across all major loan typesMultistate licensingExperienced operations/management available to stay onTurnkey LOS and CRM systemsFast transition timeline if buyer desires continuityOwner Role & Transition OptionsSeller is willing to remain on board to run in-house sales, onboarding, compliance oversight, and training through a consulting or employment agreement.Suggested compensation structure options for post-sale involvement by owner can be discussed based on goals and required input from owner. Owner will ensure alignment during ramp-up and provide the buyer with operational leadership from day one.Buyer Requirements: Capital infusion commitment (processor hiring, marketing budget, and staffing) to ensure production scale. Agreement on regulatory responsibility while seller’s name remains on record. Indemnities and liability caps protecting the seller from actions outside their control.Optional escrow or holdback (6–12 months) to cover any undisclosed liabilitiesNext Steps: Serious, qualified buyers only. NDA required for discussion. licensing details, and lender agreement summaries..
Boutique Accounting Firm that offers traditional Bookkeeping, payroll, accounting and tax return preparation services. In addition to the traditional services offered, the owners have built a very loyal clientele by offering Small Business Advising, Formulation of proactive tax efficient strategies, Business Entity Selection, individual and business tax mitigation and planning strategies. The owners specialize in solving unique situations with competence and professionalism.
This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term client relationships, the company operates with a stable team, recurring revenue, and a proven reputation built entirely on referrals — with no paid advertising.A new owner will acquire a highly organized operation with efficient systems, loyal clients, and strong potential for growth through staff expansion, digital marketing, and added service offerings.
This accounting and tax practice has been serving business owners and individuals throughout Virginia for nearly 10 years. The firm has multiple revenue streams including primarily tax work, bookkeeping, payroll and accounting/consulting. The firm is efficiently staffed and has several experienced professionals. Most of the business is repeat business with existing clients. The firm does zero advertising and does not have a website. There are no client concentration issues with the largest clients representing less than 5% of annual revenues.
EA Practice South of Portland in Clackamas County, Oregon.This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional services to both individual and business clients throughout Oregon, Washington, and nearby states. With the oversight of a highly experienced Enrolled Agent, the business is recognized for its personalized service and emphasis on building long-term, trust-based client relationships. The practice delivers a broad range of accounting and tax solutions, including tax preparation and planning, general accounting, payroll support, business consulting, and representation before tax authorities.
An established and highly reputable accounting and tax firm located in Illinois is available for acquisition. The firm has been serving business and individual clients for over three decades, offering a full suite of professional services including tax preparation, accounting, payroll, bookkeeping, and consulting. The practice operates with an experienced, full-time professional staff, providing exceptional client service and consistent year-over-year growth.With average annual cash flow exceeding $800,000, profit margins above 45%, and clean, lender-ready financials, this is a bankable, turnkey operation ideal for an individual CPA, regional accounting or wealth advising firm, or private buyer seeking stable recurring income and immediate ROI. The business qualifies for SBA financing with a strong 1.8× debt coverage ratio and delivers roughly $350,000 in post-financing annual net cash flow.The seller is committed to ensuring a smooth transition and the team is in place for continuity. This is a rare opportunity to acquire a high-margin, low-risk professional practice with decades of goodwill, loyal recurring clients, scalable growth potential in a growing community.
Established and highly regarded as one of the top nationwide insurance firms, this Coeur d'Alene, ID based agency with a large business book of $4.0 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, company signage and a very significant and loyal customer base. No insurance experience necessary. The existing owner has offered to work out an optional apprenticeship program with the incoming owner to make a smooth transition and safeguard the high office customer retention rate. Because the office is located on the border between 2 states, you have the ability to sell insurance policies and other services to customers residing in both Idaho and Washington. Seller may be willing to offer financing to the incoming buyer. With the current high commission incentives on new business policies written, coupled with a lucrative annual bonus potential, this office has the potential to generate Gross Revenues of $425k-$575k over the next 12 months. For more information, please contact me. Thank you - Steve
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