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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.
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.
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.
Looking for a flexible, home-based alternative to the costs and overhead of a traditional franchise? Day Trade U provides trading education, coaching, software, market alerts, automation tools, and ongoing support—with no storefront, inventory, employees, or territory to manage. Members can learn to trade and may also earn commissions through our optional referral program. Day Trade U is a training and technology program—not a franchise. Request information to learn how it works.
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
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 Virginia Beach, VA based insurance agency with a business book of $4.1 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and 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.
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!
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 $5.275 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.
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.
American Business Systems has been America's Leader in Medical Billing with Unparalleled Training, and Support for over 30+ years. $100k Potential working from anywhere, full-time or part-time. Learn more about this great opportunity!
Established and highly regarded as one of the top national coverage insurance firms, this Windsor, Connecticut 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 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. Agency owners are 100% vested in the equity of the business and can sell the business with a choice of two exit strategy options.
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.
This business has been in operation for decades. It is a single owner operator that has built a loyal clientele providing P&C insurance to clients in LA County. The Business owner is ready to retire and sell her book of business to a qualified buyer. Even though the owner has been ready to retire for some time now, the past couple of years has shown small but steady growth. She is now ready to finally retire and pass on this excellent book of business to a buyer that is cares about taking great care of their clientele.
Small business owners are the backbone of our economy, representing 99.9% of US businesses. Our goal is simple: Save small businesses and the employees’ jobs that rely on those troubled companies. Valcor's 3 prong approach includes Debt Mediation, Business Restructuring, and Capital Acquisition. Run your executive-level business from home while helping save small businesses.
Established in 2013, this full-service accounting and tax practice serves small businesses and individuals across Northeast Wisconsin. Services include tax preparation and planning, bookkeeping, payroll, and business consulting. Roughly 90 percent of revenue recurs year to year, split about evenly between tax work (54 percent) and ongoing accounting, bookkeeping, and payroll (46 percent).Trailing twelve-month revenue is approximately $409,000 with owner cash flow of approximately $265,000, a margin well above the industry norm. Financials are clean and cash basis, tax returns match the books, receivables are collected monthly, and the business carries no debt. No single client exceeds 10 percent of revenue.The team is the owner, one full-time degreed accounting professional, and one part-time staff member. The practice runs on Sage 50. Offered at $635,000 for the business assets and goodwill; cash and accounts receivable are retained by the seller. The owner is not in a hurry and is willing to train a buyer. An Enrolled Agent or CPA credential is recommended for the buyer. Confidential listing; details provided after a signed NDA.
This is an established, fully remote tax preparation and legal services practice founded in 2022 and serving individual and small-business clients in all 50 states. The business operates with no office lease, no physical premises, and no employee payroll, running entirely on a cloud platform that holds client files, billing, and workflow.In its most recent year the practice collected about $211,870 in client-facing fees across roughly 250 invoices to 240 clients. The client base is unusually diversified for a practice this size: the largest single client was about 1 percent of fees and the ten largest combined were under 10 percent, so no relationship carries the business. Demand is recurring and non-discretionary, and a majority of clients return year to year.The practice historically delivered tax return preparation through a third-party firm that retained a share of the fees. A buyer that prepares returns in-house keeps the full client fee, which is the central upside. The ideal buyer is an existing tax firm or a tax professional able to prepare returns.The owners are pursuing other ventures and will provide a two-week transition. Offered at $245,000. Represented by First Choice Business Brokers Utah (FCBB Summit office). NDA required.
Established in 2021, this franchised real estate wholesaling business sources off-market residential properties in a large metro area and assigns purchase contracts to a network of cash investors. The company operates under a national franchise brand with locations in more than 20 states, giving the owner access to proven systems, training, and a corporate deal-marketing program that generates buyer leads on every property placed under contract.The business is 100% virtual. There is no office, lease, or physical inventory, and the owner and all six team members work remotely. The current owner operates in a management role at roughly 10 hours per week, focused on hiring, training, and oversight, while the team handles acquisitions, dispositions, and transaction coordination.The recent softening reflects a deliberate step back by the owner and a near-complete team rebuild in the past year, with several team members still inside their first 90 days. The owner is selling to focus on family and other real estate ventures. Seller financing may be considered for a qualified buyer at a higher price point.
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 Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial analysis, valuation support, strategic planning, market and industry research, transaction readiness, diligence coordination, project management, and related advisory work. The business is supported by experienced professionals, established internal workflows, and scalable administrative infrastructure. Revenue is generated through client engagements with varying scopes and durations. Growth opportunities include expanded business development, additional professional capacity, deeper penetration of existing relationships, and complementary services. Information regarding industry focus, service concentration, client mix, personnel, organizational structure, detailed financial performance, and other identifying operating characteristics will be provided following NDA.NDA is required to receive a comprehensive Confidential Information Memorandum (CIM) prepared by ProNova Partners.
Well-established, community connected Tax Accounting Firm located 90 minutes southwest of the cities available. Turnkey operation Stable, multi-generational accounts in place Known for trust-worthy advice and tax work Currently performing minimal accounting work outside of tax presents opportunity for future growth Current office available for rent, possible future purchase opportunity.
Established and highly regarded as one of the top national coverage insurance firms, this Knoxville, Tennessee based insurance agency with a business book of $7.0 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.
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.
WebsiteClosers® presents a veteran Independent Mortgage Banking Company serving real estate clients, including Homebuyers, Property Investors, and Homeowners looking to refinance or access their equity. Seller financing is available to a qualified buyer. The business offers purchase loans, rate-reduction and cash-out refinances, reverse mortgages, and other residential loan options, with an average loan amount of $400,000. Their broad product range allows them to serve borrowers with different income profiles, property needs, and stages of homeownership.Key Valuation Points• 129-Year-Old Business• Seller Financing• Full Control of Loan Process• 7,909 Email Contacts• 34 Loan Officers• $31.4M Loan Volume YTD 2025• $400,000 Average Loan Size• Licensed in 4 StatesOperating as a correspondent lender, the company handles underwriting, closing, and funding in-house before selling completed loans to investors. This gives their team control over the loan process and flexibility to select investors based on pricing and turnaround times.The operation includes 34 loan officers and staff covering underwriting, closing, funding, secondary marketing, and accounting. Key employees have been with the company for 10 to 20 years, including senior managers who have previously led larger teams. The owner spends approximately 1 hour daily on mortgage-related work, providing direction, managing personal client relationships, and approving expenses and payroll.Loan officers work remotely, supported by flexible office space for meetings. This shift reduced monthly office costs by more than 95%, to about $700 to $800. Their loan software supports processing, pricing, and closing documents, while automated customer communications handle post-closing follow-up. Software is licensed through outside providers, with the systems already in place to run the operation.Customer acquisition centers on referrals from real estate agents, builders, financial advisers, and other professional contacts. These relationships provide repeat introductions, while past borrowers may return for another purchase or refinance. An email database of more than 7,900 contacts supports monthly campaigns, and organic search adds another source of inquiries. Social media is largely unused, leaving room to reach borrowers through additional channels.Growth opportunities include handling mortgage production under credit unions’ brands, giving those partners access to an established loan team. A buyer could also expand social media marketing, recruit additional loan officers, and develop the direct-to-consumer reverse mortgage program. Seeking licenses in additional states would open new markets, while a regional bank or credit union buyer could introduce mortgage services to their existing customers.The offering includes business domains and an established mortgage operating platform supported by leased software, experienced staff, and investor relationships. This business is a prime candidate for entities looking to enhance their service offerings and market reach. Contact WebsiteClosers® today to explore this exceptional opportunity in the banking space.CODE NAME: Project WaybackWC 4102
Business OverviewEstablished in 1954, this tax and accounting practice serves individuals and small businesses throughout Central New York. Decades of continuous operation have produced a deep, loyal client base that renews year after year with minimal marketing spend. Revenue is stable and predictable, driven by annual tax preparation work supplemented by bookkeeping, and payroll processing.The firm operates with five full-time staff year-round, expanding to eight full-time and eight part-time employees during tax season. This is a fully staffed, systematized practice rather than a one-person book of business dependent on the owner’s personal capacity. A buyer steps into an existing team, established workflows, and client relationships that are already handled at the staff level, which materially reduces the transition risk that typically accompanies the purchase of a professional services firm.The sellers are enrolled agents and are willing to remain with the practice through a defined transition period, up to two years, to introduce clients, transfer institutional knowledge, and support continuity of service.Real EstateThe real estate is available as part of the transaction on negotiable terms. Ideal BuyerThis is a turnkey opportunity for tax preparers seeking to acquire an established practice rather than build one from scratch, or for an existing accounting firm looking to expand its footprint in the greater Syracuse market.
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Asking Price: $200,000
