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Acquire a Profitable Tax & Financial Services Powerhouse with Immediate Cash FlowTurn-Key Acquisition: 8% Growth, Dual Locations, Recession-ResistantTransform your investment into immediate returns with this established financial services firm generating consistent cash flow across two strategic Utah markets.This confidential opportunity represents a rare chance to acquire a thriving, multi-location financial services operation with proven profitability and exceptional growth momentum. This premium business combines the stability of tax preparation with the recurring revenue of comprehensive financial services, delivering an 8% annual growth trajectory over three consecutive years.Strategic Market Position & Revenue Diversification: Operating from two prime locations in Utah, this firm has built an enviable market position serving individual and business clients across multiple Western states. The business generates revenue through multiple high-margin service lines including individual and business tax preparation, payroll processing, comprehensive accounting and bookkeeping packages, QuickBooks consulting, financial planning, and insurance services. This diversified revenue model creates natural recession resistance and reduces seasonal volatility common in tax-only practices.Competitive Differentiation & Client Loyalty: What sets this firm apart is its comprehensive service ecosystem that extends far beyond traditional tax preparation. Clients benefit from CFO-level advisory services, integrated payroll solutions, ongoing bookkeeping support, and insurance guidance—creating deep, sticky relationships that drive exceptional client retention. The firm's decades-long reputation has cultivated a loyal client base that provides predictable, recurring revenue with minimal acquisition costs.Operational Excellence & Scalability: The business operates on a lean, proven model with established systems designed for seamless ownership transition. Key team members are committed to staying post-acquisition, ensuring continuity of service and relationships. The current owner has systematically built scalable processes across general management, client relations, and strategic planning functions, positioning the new owner for immediate operational success.Immediate Growth Opportunities: The new owner inherits a platform primed for expansion with multiple identified growth vectors: direct marketing campaigns to local small businesses, enhanced digital marketing initiatives, expanded financial planning and insurance offerings, and additional bookkeeping or consulting services. These opportunities leverage existing client relationships and operational infrastructure for accelerated returns on investment.Investment Highlights:- Immediate Cash Flow: Step into profitable operations from day one- Proven Growth: 8% annual growth trend demonstrates market demand and operational effectiveness- Geographic Diversification: Two established locations with multi-state client base- High-Margin Services: Comprehensive service mix maximizes profitability per client- Recession-Resistant: Essential financial services create stable demand cycles- Turnkey Operation: Experienced team, established systems, and loyal client base includedReady for Your Vision: With full licensing, regulatory compliance, manageable working capital requirements, and a retiring owner committed to smooth transition, this confidential opportunity offers the ideal platform for an investor or operator seeking immediate profitability with significant expansion potential.Secure this exclusive financial services acquisition opportunity today. Contact us immediately to sign a confidentiality agreement, review detailed financials, and discover how this established firm can become your pathway to immediate cash flow and sustainable growth in the thriving financial services sector. For additional information, please contact listing Brokers Mike & Lynn Lee.
Established and highly regarded as one of the top national coverage insurance firms, this Rothschild, Wisconsin based insurance agency with a 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, 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. 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 2026 and beyond.PLEASE NOTE - This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Established Energy Cost Reduction & Consulting BusinessThis opportunity represents the acquisition of a well-established business specializing in commercial energy cost reduction and utility optimization services. The company has built a strong reputation for helping clients lower operational expenses while delivering measurable long-term savings.Investment Highlights:• Predictable recurring and reoccurring revenue streams supported by ongoing client relationships.• Highly relocatable business model with operational flexibility and minimal overhead requirements.• Loyal customer base with strong retention and repeat business opportunities.• Positioned within a growing industry focused on efficiency, sustainability, and cost reduction.• Scalable platform with opportunities for expansion into additional markets and services.• Established systems and processes supporting long-term operational continuity.Reason for Sale:The owner is pursuing retirement and is seeking a qualified buyer to continue operating and growing the business while maintaining its strong customer relationships.Additional information available to qualified buyers upon execution of a confidentiality agreement.You could also add a broker-style footer if you’re using this for BBF or buyer outreach:Location: RelocatableBusiness Type: Energy Cost Reduction / Consulting ServicesSupport & Training: Seller willing to provide transition assistanceReason for Sale: Retirement
Profitable CPA Firm with Recurring Client Base and Strong GrowthEstablished 40 years ago, this highly respected CPA firm has built a strong reputation for delivering tax, accounting, bookkeeping, audit, and advisory services to small and mid-sized businesses across multiple industries. The practice benefits from a loyal, referral-driven client base, recurring revenue streams, and a seasoned team of professionals with deep industry expertise. The firm is particularly well-positioned within the regional market and serves a significant number of business clients in specialized sectors, creating a stable foundation for continued growth.The practice operates from a professional office with room for expansion and enjoys strong profitability, low employee turnover, and a long history of client retention. Demand for accounting and advisory services in the market remains high, with opportunities to expand through additional staffing, strategic acquisitions of retiring practitioners' client portfolios, and continued growth within existing service lines. Ownership is committed to a smooth transition and is willing to stay on post-closing, making this an exceptional opportunity for an individual CPA, regional firm, or strategic buyer seeking an established and scalable practice.This business has been Lender Prequalified, which means you could own a business cash flowing over $785k for only 10% down! Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! At Transworld Business Advisors, we are the most active business brokerage in the country - listing and selling the most businesses in the state. Get added to our buyer list today to receive notifications as businesses with your criteria hit the market!
Established Bitcoin OTC Desk Serving High-Net-Worth ClientsThis established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based, FinCEN-registered Money Services Business, the company specializes in large Bitcoin purchases, offering personalized consultations, same-day delivery to client-owned wallets, and a compliance-focused approach that emphasizes security and customer trust. Revenue is generated through Bitcoin OTC transactions, supported by institutional-grade banking and exchange relationships that allow access to competitive pricing.The business has experienced significant growth since launching its OTC division, driven primarily by referrals and increasing demand for personalized cryptocurrency acquisition services. With a scalable digital operating model, dedicated staff, established compliance infrastructure, and substantial opportunities in marketing, strategic partnerships, and geographic expansion, this turnkey operation is well-positioned for continued growth in the evolving digital asset marketplace.Seller Financing Available for a Well-Qualified Buyer.Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! At Transworld Business Advisors, we are the most active business brokerage in the country - listing and selling the most businesses in the state. Get added to our buyer list today to receive notifications as businesses with your criteria hit the market!
Transworld Business Advisors of Fremont DRE# 02194963 presents:Rare opportunity to acquire a well-established single-attorney estate planning, trust administration, and probate law practice serving an affluent coastal San Francisco Bay Area community.The practice has operated for more than a decade and has built a trusted local reputation in a market with limited known direct competition in the immediate service area. Services include estate planning, trust administration, and probate, with estate planning representing the core practice area.The firm benefits from referral-driven client flow, a professional office setting, documented workflows, digitized forms/templates, and experienced support staff, including a senior paralegal and executive assistant with meaningful tenure.The practice operates from an attractive and well-suited professional office location. The office has expanded to three suites to support current operations, with the possibility of further expansion, making the location a strong platform for a buyer who wants to maintain and potentially grow the local market presence.This opportunity is best suited for an active California-licensed attorney or law firm seeking to acquire an established local practice with existing infrastructure, staff support, client relationships, and seller transition assistance.Growth opportunities include expanding office hours, increasing digital marketing, enhancing professional referral relationships, and growing trust administration, probate, and related practice areas.A limited amount of seller financing may be available for qualified buyers as the sole discretion of the seller.All inquiries are confidential. NDA and buyer qualification required before disclosure of identifying information.Agent: Shailendra Gupta DRE# 02169356
A well-established boutique law firm on Florida's Treasure Coast, serving the Martin and St. Lucie County region. The firm concentrates on Elder Law and its interrelated disciplines: estate planning, wills and trusts, probate and estate administration, guardianships, Medicaid planning, collaborative family law, mediation, adoptions, and real estate transactions. The practice also operates a title insurance capability, supplying a complementary revenue line alongside its core legal services.The firm holds a multi-generational reputation in its market, with roots tracing to a long-standing local law office, and maintains active state and county bar memberships. The business sits in one of the most favorable demographic markets in the country for Elder Law services. The Treasure Coast hosts a large, affluent, and growing retiree population, creating durable and recurring demand for estate planning, Medicaid qualification, guardianship, and probate work. The diversified practice areasreduce dependence on any single service line and generate natural cross-referral opportunities as clients move through successive stages of life.The firm represents an attractive succession or acquisition opportunity for an attorney or practice group seeking an established book of business, a defensible market niche, and a recognized local brand in a high-demand, recession-resilient practice area.
A rare opportunity to acquire a dominant, multi-line insurance agency and brokerage with more than four decades of continuous operation in one of South Florida's highest-premium insurance markets. This is a proven, cash-flowing business with zero debt, multiple active carrier relationships including a recognized top-agency designation with a major national carrier, and a loyal, diversified client base with no single customer representing more than one percent of total commission revenue.The business generates revenue across three complementary channels and has demonstrated exceptional earnings growth over the analyzed period. The sale is owner-initiated for personal relocation reasons only — not distress — and a key long-tenured employee is confirmed to remain with the business. Significant, largely untapped growth levers exist in digital marketing, additional licensed agents, and life and health insurance lines.
**UNDER CONTRACT**Established Independent Insurance AgencyThis insurance agency has been established and serving the community for more than 30 years and it's time for the owner to retire. The business is ready for the next insurance agent to take over and serve the extensive book of business. The agency currently provides Auto, Home, Renters, Business and Recreational insurance services. The professional team will continue to serve the clients under the new ownership. In addition, the agency has also established a book of business with its client financing for policy premiums, which compliments the main agency very well. Reach out to us for further details!!
*UNDER CONTRACT* Robust accounting and CPA firm serving roughly 700 individual clients and 200 businesses clients in a quaint rapidly growing city, located between Green Bay and Milwaukee. Many service lines offered including several licensed CPAs and various tax prep staff and support staff. Seller welcomes the notion to transition the business and its clients to a buyer in hopes to see his legacy persevere. 5% seller financing offered with a strong offer.
Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including large regional and national insurance coverage law firms. Areas of expertise include claims handling, E&O, and complex coverage disputes for defense & plaintiff attorneys. Business can easily be relocated and expanded. Nationwide expert witness services primarily in Nevada, Hawaii, and California. Seller with 35 years of insurance industry experience is willing to assist Buyer as a consultant after closing to ensure smooth transition process! Gross Sales & Net Income are actual 2025 from tax returns with no add backs. EMAIL NOW before it is gone! For the fastest reply to your inquiry, please use this ad's email reply!
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100 clients the firm has achieved remarkable organic growth driven entirely by word-of-mouth referrals and continues to show growth year over year. The practice is fully modernized, operating on a robust cloud infrastructure that allows for efficient, and a majority of remote-first client interactions. The firm offers a comprehensive suite of services, including Payroll Prep, Write-up, LLC & Incorporation, and Corporate & Individual Taxes. The revenue mix is highly stable, split 65% business and 35% individual clients. Financial Highlights:*List Price: $3,300,000•TTM Revenue: $2,211,186•TTM SDE (Seller's Discretionary Earnings): $1,297,224•SDE Margin: 58.7%•Recent Growth: Revenue for Jan–Apr 2026 is up 11% compared to the same period in the prior year. Key Investment Highlights:•Strong Recurring Revenue Base: The firm boasts an 85% client retention rate with longstanding client history*B2B Focus: Businesses make up the majority of revenue, providing for a more stable revenue base*Diversified Services: The firm offers a broad range of services from payroll accounting to foundation set-up•Low Concentration Risk: No single client accounts for more than 5% of total revenue•Turnkey Operations: Supported by a dedicated team of 5 staff members with strong tenure•Seamless Transition: The current owner, who is retiring, is committed to staying on to help transition client relationships and provide necessary support to ensure continued success, or even stay on as a strategic advisor. *Regional or National CPA Firms Looking to Expand: A firm looking to establish or expand its footprint in the Southern California market would gain immediate access to a well-established, loyal client roster of clients*Independent CPAs or Small Practices Looking to Scale: A solo practitioner or small firm ready to grow would acquire a fully staffed, operationally mature practice with proven systems, cloud-based infrastructure, and a recurring revenue base — allowing them to focus on growth rather than building from the ground up.*Out-of-State Firms Seeking a Seeking Southern California Market Entry: A buyer based outside of California looking to get into the California market can integrate this practice with minimal disruption, leveraging the existing team and client relationships from day one.This is a rare opportunity to acquire a highly profitable, scalable, and well-respected CPA practice with a predictable recurring revenue model and exceptional margins. This opportunity is well-suited for a range of qualified buyers, including:
This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the practice's loyal clients. The practice is operated out of the home, so most clients provide their information electronically, lending itself to transfer to non-local buyers.Revenue is made up of approximately 75% bookkeeping/payroll (approximately 28 clients) and 25% tax prep (approximately 400 clients). Tax prep is approximately 70% individual returns, 25% Form 1040 Schedule C, and 5% for Forms 1120, 1120S, 1065, 1041 and 990.
Established Wealth Management & Financial Advisory PracticeEstablished financial advisory and wealth management firm offering a broad range of services including retirement planning, investment management, estate planning, insurance solutions, tax-efficient strategies, and education planning. The business operates with a fiduciary-focused approach and has developed a strong reputation for personalized client service and long-term financial guidance.Also included in the sale is an established CPA practice, creating additional recurring revenue streams, cross-referral opportunities, and expanded client service capabilities. This opportunity is ideal for an existing financial services firm, independent advisor, CPA practice, insurance group, or financial professional looking to expand through acquisition. The company benefits from recurring client relationships, an established digital presence, educational content marketing, and a scalable operating model.The business has developed strong brand credibility through ongoing market commentary, retirement education content, and financial planning resources that help generate and retain client relationships. Services are designed around long-term client engagement and portfolio management, creating strong recurring revenue potential and client retention opportunities.
This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon historical revenues, cash flow, or SBA-financeable earnings.The platform has been developed to support self-service ordering, payment processing, and customer engagement across a variety of retail, hospitality, food service, and other customer-facing environments. The transaction includes the software platform, source code, intellectual property, branding assets, documentation, and related technology assets.Ideal buyers include strategic acquirers, payment processing companies, POS providers, kiosk manufacturers, software developers, industry operators, or technology firms seeking to expand their self-service and automation capabilities through acquisition rather than internal development.Key Highlights:• Proprietary self-service kiosk POS software platform• Established technology with scalable applications across multiple industries• Secure transaction processing and modern user interface• Intellectual property and software assets included in sale• Strategic acquisition opportunity for industry participants and technology companiesProspective purchasers should evaluate this opportunity based upon the value of the technology, intellectual property, development cost, strategic synergies, and future commercialization potential rather than historical business earnings.Please refer to listing number 0101628253, business broker Jake Tobin, when inquiring about this listing.
Established with a strong foundation in the insurance industry, this independent insurance agency has built a longstanding reputation for personalised service, trusted client relationships, and consistent performance. Originally operating as a captive agency representing a major national insurance carrier in Virginia, the business successfully transitioned into an independent agency model, allowing for expanded carrier partnerships and a broader range of customized coverage solutions for both personal and commercial clients. Over the years, the agency has developed a loyal and diverse customer base through responsive service, industry expertise, and a commitment to long-term client care. The business maintains strong relationships with nationally recognized insurance carriers and benefits from recurring revenue streams, established operational systems, and an experienced foundation positioned for continued growth. This opportunity is ideal for an industry professional, strategic buyer, or entrepreneur seeking to acquire a well-established and reputable insurance agency with deep community ties, stable operations, and significant potential for future expansion.A successful buyer must hold the required insurance sales licenses.
• Home-Based Business... Make your own hours (Part-Time or Full-Time) “Your choice.”• This is NOT a franchise; there No no royalties; you keep 100% of the Profits!• Operate locally or remotely from anywhere.• Web-based electronic medical billing.• Absolutely no experience is required for this professional home-based medical billing service!• Training will be provided; all training can be done online!!• Very flexible and scalable!~ No Brokers, Please ~
For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key opportunity for an ambitious tax professional ready to step into ownership and scale an existing foundation. With increasing demand for tax and financial services, the business is well-positioned for continued long-term growth and expansion. The current owner has just been working part-time and completed roughly 250 tax returns this tax season. With full-time management, the business could grow tremendously, especially given the prime location!If you are ready to transition from employee to owner without starting from scratch, this proven practice could be your ideal launchpad.
Established 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.
Impressive 26-year-old business provides quality and professional care management and fiduciary services in the community. Providing these services in the least restrictive environment and maximizing the client’s dignity and independence is of utmost importance. They are a dedicated team who specialize in dementia and mental health care and are sensitive to the individual needs of each of their clients. Seller states business is completely expandable by adding more staff. The need is growing. Seller willing to stay as a PT referral employee for a fee that includes health care insurance but will not oversee or run the business. See OCF for lease adjustment. OCF closer to $200K if leased. Qualified Buyers who have or can obtain the fiduciary license required to run this business.
Established and relocatable health insurance book of business available for acquisition. Built on a digital-first platform with a streamlined CRM, this agency offers a turnkey operation with strong recurring revenue and a loyal client base. Coverage options include ACA marketplace plans.The agency has active contracts with top national carriers, ensuring access to competitive products and commission structures. 2025 commissions reached $144,000 in the last enrollment. Positioned within a $1.5 trillion and growing U.S. health insurance market, the business is well-placed to benefit from record Medicare enrollment, ACA market stability, and small business demand for affordable benefits.Seller will provide full transition support, including carrier introductions, systems training, and growth guidance. This is a rare opportunity for a licensed professional to step into a proven, profitable agency with expansion potential.MUST HAVE CURRENT 2-15 LICENSE. $350k with $200k down 36 months at 8% interest
This well-established, solo-operated income tax preparation business has been serving the Las Vegas community for over 40 years, earning a strong reputation for accuracy, trust, and personalized service. The firm supports a loyal client base of over 400 individuals and approximately 40 business filings, generating consistent seasonal revenue with high client retention. Operated by a single owner, the business is streamlined and efficient, making it an ideal opportunity for an owner-operator seeking a turnkey practice with immediate cash flow. Bring your CPA license and begin operating from day one. Please contact the broker for more information.
Established and highly regarded as one of the top national coverage insurance firms, this Queensbury, New York based insurance agency with a business book of $3.3 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. Seller may be willing to offer financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate significantly increased Gross Revenues for the owner over the next 12 months. PLEASE NOTE - This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Established and highly regarded as one of the top national coverage insurance firms, this Fayetteville, NY based insurance agency with a business book of $6.2 million in recurring policy premium renewals is currently for sale. Above average policy retention rate. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. Seller may be willing to offer financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate significantly increased Gross Revenues for the owner over the next 12 months. PLEASE NOTE - This agency must be operated under the brand name of this national coverage insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
This opportunity represents the acquisition of a well-established, vertically integrated automotive sales and finance platform serving the Central Arkansas market. Operating for decades under consistent ownership, the business combines a successful buy-here, pay-here dealership with an affiliated finance company that provides in-house lending and portfolio servicing. This structure allows full control over underwriting, collections, and customer relationships, generating multiple revenue streams through both vehicle sales and recurring finance income while supporting a loyal, repeat customer base.The business offers a turnkey operation with experienced staff in place, established systems, and a proven track record of stable performance. Its integrated model creates a steady pipeline of qualified borrowers and predictable cash flow, while the local market continues to demonstrate strong demand for affordable transportation and flexible financing solutions. With opportunities to expand inventory, grow the loan portfolio, and enhance marketing efforts, this platform provides a compelling foundation for continued growth and long-term value creation.FF&E: $150,000Inventory: $435,500Real Estate: $1,600,000
Established in 2015, this independent insurance agency provides comprehensive health and Medicare insurance solutions across the Chicagoland area. Operated solely by the owner-agent, the business has built strong relationships with a broad network of reputable insurance carriers, enabling it to offer tailored coverage options to a diverse client base. The agency’s revenue is primarily driven by Medicare products, supported by additional income streams from life insurance and group insurance policies. It’s focused niche, recurring client needs, and strong carrier access position the business for continued stability and growth. Designed for flexibility, the operation is easily relocatable and well-suited for a home-based setup, offering low overhead and scalability for a new owner. Financial Highlights:Sellers Discretionary Earnings (SDE): $94,000List Price: $350,000This turnkey opportunity is ideal for a licensed agent seeking an established book of business or an existing agency looking to expand within the high demand senior insurance market.
This is a standout opportunity to step into a growing litigation practice with a steady flow of new clients and a model built for scale. The firm benefits from a strong referral network and a consistent pipeline of approximately 20 consultations per week, converting into new matters on a regular basis.Recent growth has been impressive, with revenue doubling over a short period, driven by a streamlined, client-focused approach that keeps operations efficient and margins strong.With a mix of physical and virtual offices, the firm has expanded its reach without incurring heavy overhead—creating a flexible, modern platform well-positioned for continued growth.Backed by an experienced team and a proven intake system, this is an ideal opportunity for a buyer looking for both stability and upside in a scalable legal practice.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Established and highly regarded as one of the top national coverage insurance firms, this Stevensville, Maryland based insurance agency with a business book of $6.5 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. 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.
This well-established, full-service accounts receivable and collections firm has been serving clients for decades, delivering consistent cash flow improvements and professional recovery solutions. Founded in the 1970s, the company has built a strong reputation for ethical collections, advanced technology, and client-first service.
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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