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Asking Price: $4,000,000

SBA Pre-Qual Marketing Agency | Financial Advisors

Tampa, FL
Hillsborough County

WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition system via Webinar Funnels, Educational Events, and Automated Follow-Up Campaigns. This business helps hybrid financial advisors replace inconsistent, referral-based growth with a repeatable marketing system designed to generate qualified appointments and support long-term client growth.The business has received SBA pre-qualification, which may allow an eligible buyer to complete the acquisition with as little as 10% equity at closing, subject to final underwriting and lender approval. This structure can substantially reduce the buyer’s initial cash requirement while preserving capital for working capital, growth initiatives, marketing, and other post-closing needs. The pre-qualification also provides an established financing pathway that may help streamline the lending process for a qualified acquirer.Key Valuation Points• SBA Pre-Qualified• 6-Year-Old Company• 28,536 Prospect Database• $1.5M TTM Revenue• 3-5 Clients Added Monthly• 9,200 Email Contacts• $33,000 Client LTV• $2,567 Average MRR• 98% Recurring Revenue Model• 13-Month Average Client RetentionThe business combines digital webinar campaigns with in-person educational events to help advisors attract, educate, and convert prospects. Their core system includes campaign infrastructure, funnel development, appointment-setting workflows, compliance-conscious marketing frameworks, and ongoing coaching designed around measurable client acquisition goals. The business serves a niche audience of independent financial advisors who typically have established practices but need a more consistent pipeline for acquiring new clients.The company boasts a robust operational foundation supported by an advanced CRM system that houses an extensive database of over 28,500 advisor prospects gathered over 6 years. They gathered years of marketing data, along with a separate database of nearly 9,200 active contacts for ongoing email campaigns and outreach. The subscription-based pricing model not only ensures a stable revenue stream but also enhances the 33,000 Client Lifetime Value (LTV), supported by an average retention period of around 13 months.With a highly structured delivery model and established team, the business is positioned for continued expansion without requiring heavy owner involvement. Daily operations are managed by a dedicated team handling marketing execution, client relationships, appointment setting, and sales support, allowing a new semi-absentee owner to focus on scaling rather than rebuilding the foundation. Growth opportunities include increasing paid media investment, expanding partnerships with financial networks, and creating additional service tiers. Current paid campaign generates around 3–5 new advisor clients monthly, creating room for a buyer to scale a proven acquisition channel with additional capital. The business has also begun developing partnerships with larger advisor networks, creating opportunities to access broader distribution channels beyond direct advertising.A buyer acquiring this opportunity gains access to a specialized marketing platform, recurring revenue model, established client acquisition systems, trained team, and a growing database within the independent financial advisor market. With a proven track record and numerous avenues for growth, this company is positioned for continued success and expansion.Contact WebsiteClosers® today to explore this unique opportunity further!CODE NAME: Project NorthstarWC 4067

Cash Flow $874,343
Revenue $1,719,659
$ Owner Financing Available

Asking Price: $2,250,000

Independent Insurance Agency w/ Recurring Revenue

Not Disclosed, TX
Not disclosed

Established independent insurance agency serving the Dallas–Fort Worth market with a strong reputation for personalized service and recurring commission revenue of approximately $750K per annum. The agency represents more than 28 top-rated insurance carriers, allowing clients to compare competitive coverage across personal and commercial lines, including home, auto, life, flood, and business insurance. Recognized as Dallas's #1 Insurance Agency in multiple years, the business has built a loyal client base through exceptional service, fast quoting technology, and long-standing carrier relationships. This turnkey opportunity offers predictable renewal income, experienced staff, and significant growth potential through expanded digital marketing, commercial lines, and cross-selling opportunities. Office condominium real estate is also available for purchase.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!

Cash Flow $442,700
Revenue $758,000
$ Owner Financing Available

Asking Price: $1,795,000

Premier CPA Firm In South Texas

Not Disclosed, TX
Not disclosed

Exceptional Opportunity to Acquire a Long-Established, Highly Profitable CPA Practice Our client is looking for a seasoned tax practice CPA experienced in Oil & Gas taxation (exploration, production, royalties, etc.) as well as estate tax. The current operation is a tax practice- not accounting, not consulting, nor general advisory. This is a rare opportunity to acquire a well-established and respected CPA firm serving South Texas for over 20 years. The practice has built an outstanding reputation, a loyal client base, and a consistent history of strong financial performance, making it an ideal acquisition for an expanding CPA firm, an individual CPA seeking ownership, or a strategic buyer looking to grow through acquisition. Business Highlights: • 20 Years in Business • Annual Revenue: Approximately $1,300,000 • Seller's Discretionary Earnings (SDE): Approximately $620,000 • Asking Price: $1,795,000 • 7 Experienced Employees • Owner-operated with established systems and processes • Attractive leased office location • Stable, recurring client relationships • Excellent reputation within the community The current owner is retiring and is committed to ensuring a smooth transition. The seller will remain available for a negotiated transition period and consultation to help retain clients, introduce key relationships, and support the new owner. This is an outstanding opportunity to acquire a profitable, turnkey accounting practice with an experienced team, recurring revenue, and significant opportunities for continued growth.

Cash Flow $620,000
Revenue $1,300,000

Asking Price: $2,400,000

Well Established Insurance Agency in El Paso TX

Not Disclosed, TX
El paso County

Established in 2006, this highly respected independent insurance agency has evolved into a full-service  Field  Marketing  Organization  (FMO)  supporting  approximately  200 independent agents across the United States. With nearly 20 years of successful operation in El Paso, the agency has built a strong reputation and loyal client base through exceptional  customer  service,  ethical  business  practices,  grassroots  marketing,  and innovative outreach. All agents are appropriately licensed by the Texas Department of Insurance with General Lines- Life, Accident, Health & HMO licenses and maintain the required Medicare certifications and carrier appointments to market Medicare-related products.The agency specializes in Medicare insurance products, which generate approximately 90% of annual revenue, with the remaining 10% derived from ACA (Affordable Care Act) plans for individuals under age 65 and supplemental health insurance products. Its client base is stable and diverse, with approximately 80% Spanish-speaking customers and 90% of clients age 65 or older.The business is wellpositioned for continued growth throughout the El Paso and Southern New Mexico markets, supported by its recognized brand, bilingual staff, long-standing community relationships, and established referral network.Guided by its mission, "Your Wellbeing is Our Mission," the agency has demonstrated consistent performance, resilience, and a trusted reputation for delivering personalized insurance solutions to the communities it serves.

Cash Flow $429,515
Revenue $1,392,116

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