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This acquisition opportunity is a well-established and highly respected Investment Syndication and Real Estate Brokerage Company that was originally founded in 1981. The company operates two primary divisions – The Investment Syndication division and Real Estate Brokerage. The first segment specializes in providing a comprehensive investment structure for commercial real estate property portfolios, currently specializing in assisted living facilities (ALF). Overseeing eleven partnerships, the company's portfolio encompasses a range of property types, while specializing in ALF - ensuring stable, long-term reliable income. About 38 of the properties are assisted living facilities with approximately 900 beds. The company has been divesting other property types and currently has 4 non-ALF properties. The total portfolio of properties has a market value of over $102mm. Over the years, the Company has successfully cultivated a large network of investors, boasting a decades-long track record of consistently delivering positive returns for investors. Additionally, the Company extends its expertise to residential brokerage services across Colorado. With a team of seven licensed real estate brokers, each equipped with extensive experience and deep industry knowledge, the firm offers personalized guidance and support to clients navigating the residential real estate market. The future outlook for this company is strong, stable, and sustainable. This is an excellent acquisition opportunity for the right person or company who wants to expand its current revenue, service offerings, client base and /or geographic footprint. This is a business owner’s dream opportunity, and the current owner is looking forward to transitioning the business to a qualified purchaser. For more information, call Dave Shaw.
Well established Longview TX CPA Firm in high visibility area, easy access in and out. Tax preparation, tax planning and projections, bookkeeping, payroll services, consulting and CAS. Longview is growing and we get new clients weekly, so great opportunity for growth and expansion.
The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.
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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.
Specialized Residential Financing Advisory FirmThis highly Niched and Profitable company serves high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients seeking residential financing of $1 million or more - no maximum loan amount. A typical Client is a Multimillionaire, a Billionaire or a well know figure looking for connected Advisors to secure complex, multimillion dollar loans amount involving substantial assets, nontraditional income, trust and LLC ownership, luxury real estate acquisitions, refinancing, construction loans, and other customized financing solutions.Important Note: The company or buyer DOES NOT require a Mortgage License, a Real Estate License or any financial certificates. They are Advisors not Lenders.The company operates throughout the USA but based in California. They conduct the operations entirely through calls, Zoom and email. A buyer can be located anywhere and run the business.The owners are well respected and connected and work with Elite Lending Institutions, Private Banks and International Financial Institutions. These relationships can effective be nurtured and handed off to a legitimate buyer group. The sellers are open to stay on Post-Close for a prolonged period of time, to be negotiated.Clients are secured through a vast network of Top Wealth and Financial Advisors, Luxury Real Estate Agents, CPAs with high net Worth Clients, Advisors and Attorneys to well-know and celebrity clients, and they have recently implemented a highly effect social media campaign.The company has 2 employees - a COO and a Social Media Marketer and the owners, in their 80s, also work part-time and mostly remote.There is a tremendous Growth Opportunity and scale out the business Revenue and Profits.The sellers are flexible on sale and transfer terms for a qualified buyer. A buyer does not need to be in the industry currently and a strong business background would be required.
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Confidential Acquisition Opportunity | Southern CaliforniaAcquire an established professional services firm providing financial, accounting, human resources, and operational support to businesses and nonprofit organizations. With more than a decade of operating history, the company serves clients throughout the United States and internationally.The firm combines strategic advisory services with targeted assessments, outsourced departmental support, and fractional executive leadership. Its professionals help clients strengthen internal processes, manage organizational change, and support business growth through services delivered remotely or onsite.Services IncludeAccounting and finance advisory and outsourced accounting support.Fractional CFO, Fractional CPO and senior-level strategic support.Human resources advisory and outsourced HR services.Operational advisory and process improvement.Accounting, HR, audit readiness, exit readiness and business continuity assessments.Strategic and tactical guidance through startup, growth, and business transitionsThe company serves a broad range of industries, including construction, life sciences, manufacturing and distribution, professional services, technology, retail, nonprofits, and private education.Buyer Opportunity The business may appeal to an accounting/CPA firm, HR consulting organization, business advisory practice, or strategic acquirer seeking to broaden its capabilities. Its complementary service offerings provide potential opportunities to expand client relationships, introduce additional services, and pursue new markets.Additional business and financial information will be provided to qualified buyers upon execution of a confidentiality agreement. Exclusively represented byTransworld Business Advisors San Diego North.
An exceptional opportunity to acquire a highly profitable, turn-key 9-year-old, B2B specialty insurance and promotional risk management firm. Operating as an elite niche producer, the business provides a vital financial backstop for corporate marketing directors, charity tournament coordinators, and over 1,000 active national clients (mostly auto dealerships), seeking coverage for high-value promotional contests (such as hole-in-one challenges and million-dollar shootouts). The revenue model is incredibly secure and insulated from concentration risk, driven by a reliable commission pipeline brokered through multi-billion-dollar international underwriting carriers, alongside a proven framework for highly lucrative selective self-underwriting.Boasting an ultra-low overhead structure, the business operates with zero expensive storefront commercial leases, inventory capital constraints, or specialized warehouse needs. The entire infrastructure is fully digital, running seamlessly via cloud-based CRM and policy-binding software. This modern design allows for a true work-from-home layout that can be owned, managed, and scaled from absolutely anywhere in the United States. Generating highly predictable B2B cash flows, this defensive business is primed for expansion under a motivated buyer. The retiring founders are fully committed to a smooth handoff, including complete database transfers and warm client introductions. A signed NDA is strictly required for all interested parties.For more information on this business for sale contact listing agent David Ballou. Please refer to listing #7301534753.
Established check cashing business serving the Houston Market. Processes approximately $24 million annually in total face value of checks cashed-not business revenue. Loyal customer base with approximately 50 daily transactions, streamlined operations, and competitive fees. Seller training and transition support provided. No Published Asking Price/Serious and Qualified Offers Invited
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An established insurance agency is offering a specialized Equine Insurance Book of Business as a standalone acquisition opportunity. The agency acquired the book in 2024, although the book itself has a longer operating history. The portfolio currently consists of approximately 371 policies across 23 states, representing approximately $850,000 in annual written premiums and $160,000 in annual commission revenue, with an average commission rate of approximately 20%. While the agency has maintained and serviced the book since its acquisition, equine insurance is not a core focus of its broader operations, prompting the decision to divest this specialized segment.The opportunity includes an experienced insurance professional who specializes in equine coverage and is available to transition with the book, providing valuable continuity and industry expertise. The agency also receives several new equine insurance referrals each month and is open to establishing an ongoing referral relationship with the buyer. Additionally, the seller is willing to consider a non-solicitation or non-compete agreement specific to the equine insurance business. This acquisition presents an attractive opportunity for an existing equine insurance specialist or agency looking to expand its geographic reach, commission revenue, and established client relationships.NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Our client has built a patient advocacy platform for the American medical billing system and is offering the acquisition of all or a portion of the company to a partner who will help take it to launch and scale it. The problem is enormous and permanent. Americans carry more than $220 billion in medical debt, roughly one in three adults. In every billing transaction the hospital, the insurer and the collection agency each have an expert, while the patient, who actually pays the bill, has nobody. Our client occupies the one seat no incumbent can ever take, which is the patient's side.The founders spent more than forty years inside medical billing between them, and that experience has been encoded into a proprietary analysis model built on an expert-curated billing knowledge framework, licensed and public coding and regulatory resources, and independently developed rules and workflows. The model reads a medical bill, tests it against that framework and flags the errors and overcharges a patient would never catch alone. Identifiable patient data is not used in the knowledge base or in model training. A working prototype already runs the entire patient journey, from bill upload through analysis to a drafted appeal letter. The owner of an established medical-billing company with more than forty years in the industry is an equity holder and strategic partner, identified to a qualified buyer under a non-disclosure agreement and with the seller's prior approval.The commercial model is a tiered subscription rather than the contingency pricing the rest of the category uses: a free tier, a self-directed plan at approximately thirty dollars a month, and a full-service plan at approximately fifty dollars a month in which the company's specialists audit, dispute, negotiate and resolve the bill. A bill takes roughly 120 days to resolve, so the average subscriber represents at least four months of recurring revenue. The scale channel is employers and organized groups such as unions, firefighters, police and military associations, where one contract covers hundreds or thousands of lives. Competitors price on ten to twenty-five percent of savings, often with deposits and minimum bill sizes, which leaves the everyday insured patient and the uninsured market essentially unserved. And the federal rule that would have removed medical debt from credit reports was struck down in July 2025, leaving a patchwork of state law and credit bureau policy that patients cannot navigate alone.What conveys is a Delaware C corporation holding the platform, its proprietary analysis model, an expert-curated billing knowledge framework held as a trade secret, the brand and domain, and all associated intellectual property, together with the company's exclusive rights to use the de-identified and aggregated billing data and insights it is contractually authorized to use. The company does not hold, and does not claim to hold, any billing company's historical archive or any underlying patient records. The intellectual property was formally assigned to the company by its technology partner under an executed agreement, so a buyer acquires owned assets rather than licensed ones.Our client is bringing this opportunity to market in order to fund the build to a launched product and to scale it alongside a partner, while the founders continue to run the business. Confidentiality is a concern for the seller while the right buyer is identified, so the specific city, exact ZIP and name of the business are shared only after a prospective buyer signs an NDA and is vetted, and the location and ZIP shown above reflect the broader market area rather than the operating location.NDA is required to secure a comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
An established bilingual tax and business services firm serving individuals, families, and small business owners across Central Florida’s fast-growing Hispanic market. The practice completed 466 returns last season, has more than 800 invoiced clients on file, and holds over 100 five-star reviews. That reputation was built on language, trust, and referrals, not paid advertising.Roughly one in five returns comes from a business client, and that is where the model reaches beyond tax season. Bookkeeping, payroll, entity formation, state compliance filings, and health insurance enrollment keep clients engaged year-round and add monthly recurring income on top of the seasonal core. Overhead is minimal, margins are strong, and the operation runs on established systems: a CRM with automated scheduling and review management, professional tax and e-filing software, cloud accounting, and a centralized server.The next stage of growth is already sitting in the client file. Recurring services currently reach only a small share of the business clients, which leaves a clear path to expand bookkeeping, payroll, and insurance across an established, loyal base. For a bilingual preparer, EA, or CPA, this is a ready-made book of business. For a regional firm, it is a relocatable client base that can be absorbed into an existing office. An acquisition now puts the new owner in place ahead of the 2027 filing season.- 466 returns filed last season (individual and business mix)- 800 invoiced clients and 1,000 contacts in CRM- 100 five-star Google reviews- Year-round recurring income from bookkeeping, payroll, and insurance commissions- Lean, relocatable operation with low occupancy cost- Seller support for transition and insurance book transferA signed NDA is required to receive financials and the business identity.
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This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store is part of the most respected franchise in the industry. While most of the revenue comes from check cashing, this store also offers Western Union, MoneyGram, bill pay, debit cards, money orders amongst its many services. Training and licensing are supported by the franchise, and the seller is also a leader in the industry with multiple stores and will help with the transition. The opportunity will require capital as the buyer will need a cash inventory for the store on Day
A seventeen-year tax and advisory practice in North Metro Atlanta is coming to market, and it is being offered only to CPA firms, tax groups, and financial services companies.That is not a formality. The work requires a credentialed professional and an active EFIN from day one, so individual buyers and first-time owners are not a fit and will not be qualified.For the right firm, this is a clean bolt-on. Nearly 500 active clients file here every year, four out of five come back, and the business-entity side has more than doubled in two years. The practice has never spent a dollar on advertising; it built the entire book on referrals.Delivery is 85% virtual and no real estate or lease transfers, so the book simply moves into your existing office. Fees sit below what most regional firms charge for the same returns, and that gap is yours on day one.The seller will stay through a full transition and has agreed to a long-term non-compete.Qualified firms are invited to request the confidential information memorandum under NDA.
Established CPA practice serving high-net-worth individuals and businesses in the Portland metro area. Founded in 2007, the firm has built a loyal client base through referrals and provides tax preparation, accounting, and business consulting services. The practice is located in Lake Oswego and is known for its personalized service, strong technical expertise, and long-standing client relationships. Demand for services remains strong, and the business has opportunities for growth with additional qualified staff. The owner is retiring and is willing to assist with a smooth transition. This opportunity is ideal for a CPA or established accounting firm seeking an established client base and recurring revenue stream.
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.
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.
Established and highly regarded as one of the top national coverage insurance firms, this Virginia Beach, VA based insurance agency with a business book of $3.2 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 loyal customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. SBA loans and other lenders can provide 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 2027 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. Agency owners are 100% vested in the equity of the business and have two strategic exit strategy options when they decide to sell the agency.
Established and highly regarded as one of the top national coverage insurance firms, this Flagstaff, Arizona based insurance agency with a business book of $4.6 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 loyal 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 2027 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.
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Established and highly regarded as one of the top nationwide insurance firms, this Las Vegas, Nevada 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 customer base. No insurance experience necessary. SBA loans are available. Seller may be willing to offer financing. 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 in 2027 and beyond.​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 national coverage insurance firms, this Bend, Oregon 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 loyal customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. SBA loans and other lenders can provide 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 and income for 2027 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. Agency owners are 100% vested in the equity of the business and have two strategic exit strategy options when they decide to sell the agency.
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 2027 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.
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Established and highly regarded as one of the top national insurance coverage firms, this Omaha, Nebraska 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 customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. 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 and cash-flow for 2027 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/owner 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 Frederick / Walkersville, Maryland 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. 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.
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Asking Price: $200,000
