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This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a reputation for reliability and exceptional service. The business operates with a dedicated team and a strong presence in the professional fiduciary industry.
Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims throughout the State of Florida. With an average portfolio of 200 open claims are included with the sale, this business is primed for growth and offers significant potential for a new owner to step in and hit the ground running.Key Features:Diverse Services: The firm boasts expertise in a wide array of insurance claims, including water damage, fire damage, mold remediation, wind-related damages, and flood claims. This diverse service offering ensures a steady stream of clients and a resilient business model.An additional revenue for generating immediate cash flow lies in accounts receivable. This financial advantage makes it an attractive proposition for potential buyers looking to invest in a thriving business.In-House Processing: Unlike many competitors, the company handles its processing internally, reducing costs and streamlining operations. As a result, they have an edge in offering competitive pricing and efficient services.Experienced Management: The presence of an active manager, well-versed in the intricacies of the industry, is a boon for potential buyers. This manager is ready to transition into the owner's role and can provide essential cross-training to new employees, ensuring a seamless transfer of responsibilities.Non-Licensed Ownership: The owner of this business can be a non-licensed individual, eliminating licensing hurdles. However, it is essential to have a licensed primary adjuster listed within the company, who can be employed in-house.Expansive Coverage: While the main focus is on South Florida, the company extends its reach across the entire state through strategically positioned satellite offices. This widespread coverage area enhances the potential for growth and market penetration.Opportunities for Growth:The company has already established itself as a prominent player in the Florida insurance claims market. However, there remain several avenues for growth, including:Marketing and Branding: Investing in targeted marketing campaigns and enhancing the brand's online presence can attract new clients and increase awareness within the industry.Expansion of Services: Diversifying the range of services offered, such as handling claims in neighboring states or expanding into related insurance fields, can open up additional revenue streams.Client Relationship Management: Strengthening customer relationships and focusing on client retention can lead to recurring business and positive word-of-mouth referrals.This public adjuster firm presents an exceptional prospect for aspiring entrepreneurs and investors looking to capitalize on the thriving insurance claims industry in Florida. With its impressive portfolio of active claims, robust cash flow potential, and experienced management in place, the business offers a solid foundation for immediate success and continued growth. Don't miss this chance to take the reins of a well-established and profitable venture in the heart of South Florida. Contact us now to seize this unique opportunity!2025 Revenue: $1,106,956 | SDE: $650,824
The business offers human resources consulting and managed services designed to help organizations effectively manage their employees, processes, and compliance requirements. The firm assists clients with strategic HR planning, policy and procedure development, employee relations, performance management, payroll administration, benefits and compensation support, talent acquisition, and HR technology implementation. With flexible engagement models including retained HR support, project-based work, and interim services, the business functions as an extension of its clients' teams. This approach reduces administrative burdens, mitigates risks, and allows leaders to concentrate on business growth and operations. “ALL BUYERS MUST PROVIDE BIO & PROOF OF FUNDS, before RECEIVING ANY INFORMATION.”
This is a rare opportunity for an entrepreneur to acquire an established agency in the beautiful rapidly growing community of Ft. Myers, FL Located near the upcoming newly renovated Royal Palm Square multi-use development. This agency is a great opportunity for an aggressive owner to grow cross-sells and overall new business. Agency has good Retention ratio and a profitable Loss Ratio, both areas are favorably aligned with Allstate compensation and bonus programs. Agency owner is motivated to sell and is retiring from industry.
The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance. Operating for more than a decade, the Business has established a defensible market position supported by experienced management, conservative risk selection, and a focus on preferred commercial risks. The Company has produced stable premium volume with favorable loss experience across multiple underwriting cycles.In addition to its core insurance operations, the Company has developed a fully built, scalable operating infrastructure that supports underwriting, claims management, regulatory reporting, and policy administration. The platform is designed for efficiency, speed, and compliance, enabling rapid deployment in new jurisdictions without material incremental investment. Claims handling and loss control are managed internally, resulting in accelerated claim resolution and reduced long-tail exposure.This opportunity is well suited for a strategic acquirer or insurance partner seeking immediate operating capability, experienced personnel, and a foundation for disciplined expansion in workers’ compensation. The Business offers a rare combination of proven execution, operational readiness, and growth optionality, without reliance on aggressive underwriting or unproven assumptions.NDA is required to secure a comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Established and highly regarded as one of the top nationwide insurance firms, this Chicago, IL based insurance agency with a business book of $7.6 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 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 Gross Revenues for the owner in the $895k - $1.1 million range over the next 12 months. PLEASE NOTE -This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team structure with remote customer service representatives and a dedicated sales professional, allowing for efficient operations and strong client retention. Revenue is generated through a combination of purchased leads and referrals, with expansion potential available through additional state licensing.
Nobody else can do what this portfolio does.The 55 community where these units sit has closed off new rentals entirely. These 10 units got in before it closed. That Grandfathered Rental Status transfers with the LLC.Buy the LLC. Own the rights. No new investor can recreate this position.NDA and Proof of Funds required before package is released. Move fast.THE ASSET10 condominium units. All 2-Bedroom / 2-Bath. Gated 55 community. Pembroke Pines, Central Broward County.The community features resort-style pools, clubhouse, fitness center, tennis courts, social areas, shuttle service, on-site security, and a strong long-term owner-occupant base that supports stable occupancy demand year after year.THE NUMBERSCurrent rents: $1,700 to $1,900 per month per unit unrenovated.Gross Annual Rent at current rents: $204,000 to $228,000.Operating Expenses:HOA Fees: $95,775 annuallyReal Estate Taxes: $34,086 annuallyTotal Known Annual Expenses: $129,861Net Operating Income at current rents: approximately $74,000 to $98,000 before financing.Price: $1,300,000.In simple terms: comparable unit values inside this community support a total portfolio value of $1,500,000 to $2,000,000. You are buying below that number today.WHY THIS ASSET IS IRREPLACEABLEThe association no longer permits new rental approvals. Investors buying individual units today generally cannot rent them out.This portfolio operates under preserved Grandfathered Rental Rights through the existing LLC. That creates a true barrier to entry and an extremely limited supply of rentable inventory inside the community.In simple terms: the only practical way to own income-producing rentals here is to buy this portfolio.Limited competing supply. Stable occupancy demand. Long-term pricing power. A position nobody else can replicate.VALUE-ADD UPSIDEMost units are unrenovated. That is not a problem. That is the opportunity.Renovated comps inside the community command $400 to $600 per month in additional rent per unit.Renovate all 10 and you are looking at $48,000 to $72,000 in additional Gross Annual Rent without acquiring a single new property.The roadmap is clear. Upgrade interiors. Increase rents. Compound equity value.DEAL STRUCTUREThis transaction must be completed through acquisition of the existing LLC to preserve the Grandfathered Rental Rights. A standard asset purchase will not work here.Buyers must be prepared to execute an LLC acquisition.INVESTMENT HIGHLIGHTS10 unitsAll 2BR / 2BAGated 55 communityPembroke PinesGrandfathered Rental RightsNon-replicablePermanent competitive advantage$204,000 to $228,000 Gross Annual Rent at current unrenovated rates$48,000 to $72,000 additional Gross Rent potential through renovationComparable asset value $1,500,000 to $2,000,000Priced at $1,300,000LLC transfer structure preserves all rental rightsAGGRESSIVELY PRICED AT $1,300,000Comparable unit values, the rarity of the Grandfathered Status, and the zero-supply rental environment all point to a number higher than $1.3M. The seller knows that. The price reflects a decision to move, not a need to.Serious buyers execute the NDA, submit proof of funds, and move.
This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric book of business in North Carolina's vibrant coastal region.Business OverviewSpecializing in small business formation, bookkeeping, payroll processing, and full-spectrum tax preparation, this practice has earned an impeccable reputation through organic word-of-mouth referrals and prominent Google search visibility. With a curated client base emphasizing long-term, high-quality relationships—many spanning over 15 years—the business prioritizes profitability and client satisfaction over high volume.Financial HighlightsAverage Annual Revenue: $226,534Average SDE: $123,675Key StrengthsOver 25 years of proven operational success and deep client loyaltyOrganic growth via referrals, eliminating the need for paid advertisingTop-tier Google rankings for consistent, cost-free lead generationPremium customer service with same-day response timesEfficient home-based model minimizing overhead costsStrategic client selection focused on high-value, profitable accountsProven track record of seamlessly replacing lost clients with superior onesTransition SupportThe seller is committed to a seamless handover and is offering subcontracted support throughout the 2025 tax filing season to maintain client relationships and ensure uninterrupted operations.This ready-to-operate, turnkey book of business delivers immediate cash flow and expansive growth prospects in one of North Carolina's most sought-after markets. Ideal for buyers ready to step into a stable, scalable venture with minimal startup risk.
Established and highly regarded as one of the top national coverage insurance firms, this Manassas, VA based insurance agency with a business book of $4.2 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 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 some 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 SDE to the owner in 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 and highly regarded as one of the top national coverage insurance firms, this Ogden, Utah based insurance agency with a business book of $5.8 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (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 Gross Revenues for the owner in the $695k-$895k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.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 Scottsdale, AZ based insurance agency with a business book of $6.2 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 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 Gross Revenues for the owner in the $695k-$925k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.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 Phoenix, AZ based insurance agency with a business book of $4.2 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 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 Gross Revenues for the owner in the $525k-$725k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.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 Avondale, Arizona based insurance agency with a business book of $3.1 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 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 Gross Revenues for the owner in the $395k-$595k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.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.
Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent opportunity for a buyer to step into a stable, relationship-driven practice with consistent, recurring demand.The business serves a loyal base of long-term clients located throughout the U.S., providing recurring bookkeeping and tax services year after year. Client retention is strong, and revenue has grown steadily through organic means, with approximately 4–5 new clients added annually.New business is generated almost entirely through word-of-mouth referrals, underscoring the firm’s strong reputation, client satisfaction, and trusted relationships. With minimal marketing currently in place, there is meaningful upside for a buyer who wishes to invest in growth, expand service offerings, or scale operations.This opportunity is well suited for a CPA, EA, or experienced accounting professional seeking a turnkey practice with dependable cash flow, flexible operations, and a solid foundation for continued expansion.
This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The store includes a well-trained tenured employee who can run day to day operations. Even though the store has a franchise name, there is no franchise license fee and no royalty fees for the business. Please put in an inquiry or contact Tom Covello at tcovello@tworld.com to receive the NDA and more information.
This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net worth individual using a proprietary approach to simplify complex planning for individuals and family estates.Founded in 2024, the company has grown exponentially with top line Revenues of $2,661,821, and an SDE of $997,826 in FY FC 2025. This is a great opportunity for a buyer that is familiar with the Life Insurance business to own and operate a great agency with a team of brokers selling mainly IUL products and complex case design to ultra-high net worth individuals.A Life Agent License is required to acquire, own, and operate this business.For more information, please contact the listing broker, Chris Beckman. Please note, all buyer will be required to sign an NDA and complete a confidential buyer profile to screen for relevant experience and financial capability before any confidential information will be shared.
This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K , has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250 tax returns annually.Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential.The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.
A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes approximately 450 individual clients with long-term loyalty and strong ties to the local community.This book of business features documented processes, consistent annual demand, and reliable client relationships, allowing for a smooth transition and minimal ramp-up time. The current operator is committed to supporting the buyer during the transition period to ensure continuity and client retention.Ideal for an accounting professional or firm seeking to grow their client base through a stable, relationship-driven portfolio with room for service and revenue expansion.
Opportunity to acquire a fully operational, historically profitable small-business loan origination platform serving clients nationwide. This digital platform streamlines borrower acquisition, underwriting intake, and funding placement through a centralized online application—connecting businesses with a diverse network of capital providers across multiple financing products.Built over 7 years, the platform benefits from established SEO authority, consistent inbound lead flow, and optimized conversion funnels. The infrastructure supports high-margin revenue through origination fees, lender commissions, and recurring residuals, all while maintaining a lean operating model with minimal overhead.This is a true plug-and-play fintech opportunity, ideal for operators with experience in Merchant Cash Advance, lending, or fintech who are looking to scale originations without building technology or lead generation from scratch. The platform is well-positioned for expansion into broader credit products, enhanced underwriting automation, or integration with advanced systems such as Loan Origination Software.Qualified buyers only. Seller financing available for experienced operators (minimum 1 year in MCA or commercial lending required).Please refer to listing #2201-290438 and ask for Christopher Palumbo
For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from essential tax management and accounting services to in-depth offerings like reviews, financial statements, and trust and estate planning.The owner has established a proactive, advisory-focused firm. The team meets regularly with each client—often more frequently than quarterly—to fully engage and build strong relationships that support their long-term goals as business owners and foster the growth of their companies. This accounting firm primarily serves business owners, with the intent to help them operate more efficiently and drive meaningful progress as effectively as possible.Number of customer tax filings by form:1040 - 5171041 - 281065 - 531120 - 1725500 - 2709 - 2990 - 10For more information on this business for sale contact listing agent James Knox. Please refer to listing #6401238047.
Established and highly regarded as one of the top nationwide insurance firms, this Rio Rancho, New Mexico based insurance agency with a business book of $6.8 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal customer base. No insurance experience necessary. 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 Gross Revenues in the $575k-$775k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, StevePLEASE NOTE -This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Established and highly regarded as one of the top nationwide insurance firms, this Albuquerque, New Mexico based insurance agency with a business book of $5.7 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal customer base. No insurance experience necessary. 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 Gross Revenues in the $850k-$1.1 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, StevePLEASE NOTE -This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Established and highly regarded as one of the top nationwide insurance firms, this Santa Fe, New Mexico based insurance agency with a business book of $4.2 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 a very significant and loyal customer base. 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 Gross Revenues in the $400k to $625k range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, StevePLEASE NOTE- This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Established and highly regarded as one of the top nationwide insurance firms, this Las Vegas, Nevada based insurance agency with a business book of $5.2 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 a very significant and loyal customer base. 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 Gross Revenue in the $495k to $795k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.PLEASE NOTE This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community
Established and Successful Insurance Agency: Book $1.5M!This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in a fast-growing community with limited competition, creating a stable foundation and clear paths for expansion.The current owner has maintained a loyal customer base and built a streamlined operation with no employees, making this an excellent opportunity for a new agent to step in and scale. The business benefits from strong brand recognition, long-standing client relationships, and recurring revenue that increases year over year.Significant growth potential exists through targeted marketing, community outreach, cross-selling, and expanding product lines. This opportunity is ideal for a licensed Property & Casualty and Accident & Health professional seeking a turnkey, income-producing book with room to grow.The owner is selling due to retirement, offering a smooth transition for the right 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!
Established and highly regarded as one of the top nationwide insurance firms, this Denver, Colorado based insurance agency with a business book of $9.4 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 customer base. 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 Gross Revenues in the $900k-$1.25 million range over the next 12 months. For more information, please complete the contact information fields on the listing ad. Thank you, StevePLEASE NOTE -This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.
Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant market gap and tailored products for the Hispanic community. By focusing on educating clients via personalized service and multilingual support, the company established a strong reputation and loyal client base. The agency maintains active appointments with a diverse group of carriers, including Kemper-Infinity, Safeway, National General, Bristol, Foremost, Aspire, Pacific Specialty, First Connect, Thimble, HCC, CNA Surety, Aegis, Lemonade, Bridger, and Agentero MGA. All carrier relationships are in good standing, with no known concerns regarding cooperation or policy transfers. Buyer must have their own Safeco appointment to be eligible for this acquisition.As part of its commitment to the community, the business also offers Live Scan fingerprinting, tax preparation, and DMV registration, each of which provides consistent and growing revenue.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and comprehensive bookkeeping services. The business has built a loyal client base by consistently delivering on five core principles:Listening closely to client needs and providing tailored solutions.Supporting both short-term objectives and long-term planning.Delivering high-quality services with dependable turnaround times.Staying current with evolving tax laws and financial best practices.Leveraging modern technology to create a smooth, efficient client experience.Positioned within a large, affluent population, the firm attracts individuals, families, business owners, and government contractors. The current client portfolio includes approximately 750 clients, with 70 percent individuals and 30 percent businesses, creating a healthy mix that supports stability and future growth. The service menu is broad and designed to meet the diverse needs of this market:• Financial Statement Preparation• Payroll Services• Individual, Family, and Small Business Tax Preparation• QuickBooks Advisory• Business Bookkeeping• Government Contracting Accounting• Auditing• Estate and Trust Tax PreparationThe owner is preparing for retirement and is seeking a buyer who will continue the firm’s longstanding reputation for professionalism, integrity, and client care.Special Financing: This business has been lender pre-qualified with only 10 percent down and a 10-year term for a qualified buyer. Full details are included in the marketing prospectus.Option to Purchase Segments: Audit / Attest purchase price: $300,000 Tax / Bookkeeping purchase price $550,000
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Asking Price: $549,000
