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This established Utah tax and accounting practice serves 898 active clients from two offices, one on the Wasatch Front and one in the Uintah Basin. Client concentration is unusually low: the largest single client is 2.72% of revenue and the top fifteen combined stay under 17%. Thirty-seven percent of clients buy two or more services across tax, bookkeeping, and payroll, generating 60% of client billings, and roughly 90% of the book recurs annually by industry convention. In CY2025 the practice generated $845,118 in revenue and $355,063 in seller's discretionary earnings, a 42.0% margin, with SDE up 24.3% over two years, and through June 2026 revenue is running 6.6% ahead of the same period in 2025. Client relationships have transferred twice without disruption. The referral base traces back sixty years with no marketing spend. One partner retires at closing with 30 days of transition support; the second continues 12 months as a contractor. SBA financing is available through a preferred lender. The asking price is $1,295,000.
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 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.
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
INDIVIDUAL BUYERS NEED NOT INQUIRE.Established 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. They are growing organically and only taking on select clients due to capacity constraints - there is more growth to be had in the market.Ownership is committed to a smooth transition and is willing to stay on post-closing - they are keenly interested in finding a strategic buyer to further strengthen their existing operations - and ideally allow them to become part of a larger operation. INDIVIDUAL BUYERS NEED NOT INQUIRE.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!
Bitcoin OTC Desk - $300K EBITDA/MonthThis 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.$761K SBA loan, 10% equity, 18-year term, estimated $7,021 monthly payment.
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* 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.
**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!!
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:
Sunbelt Business Brokers of New Orleans presents this established financial services business that provides cash advance solutions to a diverse customer base and offers an excellent opportunity to enter a growing sector of the financial services industry. With streamlined operations, established procedures, and a loyal client base, the business has built a reputation for providing fast, reliable funding solutions while maintaining strong customer relationships.The company benefits from recurring business and referral-driven growth, creating a steady stream of revenue. Its efficient operating model allows for scalability and expansion into additional markets or complementary financial service offerings. With increasing demand for alternative financing options, the business is well-positioned for success under new ownership.This is an ideal opportunity for an entrepreneur seeking a profitable service-based business with strong growth potential and established systems already in place. Come meet the owner, and make an offer today!
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.
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 Corporate Financial Management Platform | Asking Price: $500,000This is a rare opportunity to acquire a fully operational, proprietary Corporate Personal Finance Management (PFM) platform built exclusively for businesses and institutional users. Unlike consumer-facing budgeting apps, this platform was engineered from the ground up to address the unique cash flow, compliance, and financial visibility needs of corporate entities. Over $800,000 has been invested to build, develop, and establish this platform over the past decade.The platform has been operating for over 10 years, serving a loyal base of 200 active corporate users with an established technology stack, proprietary database, and active cloud infrastructure. The business is offered as a complete asset sale — including all software, intellectual property, user base, branding, and operational infrastructure — at a below-market valuation relative to its replacement cost and strategic value.What you're acquiring:✔ Fully operational proprietary software platform✔ 200 active licensed corporate users✔ Microsoft Azure cloud infrastructure✔ 10 years of proprietary database architecture & IP✔ All source code, branding, domain & digital assets✔ 9,200 social media followers✔ Established vendor & cloud service relationships✔ Fixed assets valued at $538,203 — exceeding the asking priceWhy this beats Competing Software:→ Built for corporations, not bookkeepers→ Real-time financial health dashboard — not just a ledger→ Client owns all data — no third-party monetization→ Flat licensing model — no per-transaction fees→ White-label ready for banks, credit unions & financial institutions→ Puerto Rico & Latin America market foothold — 10 years establishedThe opportunity: Infrastructure is built. Users are active. The platform is ready to scale. An acquirer with commercial sales resources can immediately expand the 200-user base into SMEs, cooperativas, and financial institutions across PR and LATAM — or license the platform white-label to banks seeking branded corporate PFM tools. All of this is available at $500,000 — a fraction of the capital already deployed. An NDA is required for more Information, such as detailed financials, client list, business name, Intellectual Property & More
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. 90% care management and only 10% fiduciary services (there are employees in place who could take over this task). 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.
70 miles from Oklahoma City, Well-established CPA practice (But you don't have to be a CPA to own this business) serving farmers, individuals and small businesses throughout western Oklahoma with a full suite of professional services, including tax preparation and planning, bookkeeping, payroll, monthly financials, general accounting, and start-up business consulting.Operating as a small, friendly firm with a loyal client base and a strong local reputation, the business offers a turnkey opportunity for a licensed CPA or qualified buyer looking to step into a profitable, relationship-driven practice. Ideal for a CPA or Bookkeeping Company, Payroll or Individuals seeking ownership, an existing firm pursuing expansion into new market, or an investor looking for stable, recurring revenue in the professional services sector.
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.
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 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.
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.
Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including auto, home, commercial, and specialty insurance, supported by strong carrier relationships and a loyal, diverse client base.Bilingual service drives consistent referrals and repeat business. Revenue is generated through commissions and renewals, creating stable, recurring income. The operation is well-positioned for growth through expanded marketing, cross-selling, and additional product lines. Ideal for an owner-operator looking for an established presence with immediate cash flow in the South Florida insurance market. 2025 Commissions $450k. Purchaser pays for transfer fee. Must have a 220 license.
Established franchise insurance agency in West Palm Beach. Turnkey opportunity in a growing, high-traffic market. The business provides auto, home, commercial, and specialty insurance products supported by strong carrier relationships and a loyal, diverse client base. Bilingual service drives referrals and repeat business.Revenue is generated through commissions and renewals, creating stable, recurring income. The agency is well-positioned for growth through expanded marketing, cross-selling, and additional product offerings. Ideal for an owner-operator seeking an established presence with immediate cash flow in Palm Beach County. 2025 Commissions $574k. Very efficiently run office. Must have a current 220 license.
Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a loyal book of 50 active clients throughout the Twin Cities Metro.Buyer Qualifications: Qualified buyers must live near the Twin Cities metro. Although the business is home-based, clients reside in the Twin Cities metro area.Highlights:10 year operating history with proven track recordSeller's discretionary earnings exceeding $250KLong-tenured client relationships producing stable, recurring revenueSignificant growth runway — current owner is actively turning away new businessEstablished processes, systems, and referral pipeline already in place
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