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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.
Drive Away with Profits- Pre-Owned Auto Lot With In House Financing for Sale!This well-established pre-owned auto dealership has been operating under the same ownership for more than 25 years! Located in a high-traffic area, the business has built a loyal customer base by offering affordable vehicles and flexible in-house financing options for buyers of all credit backgrounds.Approximately 25% of the dealership's revenue comes from auto financing, creating a reliable stream of recurring income. The recent addition of an in-house mechanic presents a strong opportunity to reduce third-party repair and reconditioning costs, improving margins going forward.This is a turnkey operation with solid cash flow, a long-standing reputation in the community, and potential for growth under new ownership.
Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade CountyThis well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance services. The company provides a wide range of offerings, including:Personal and corporate tax return preparationBookkeeping servicesTax preparation seminars and trainingProperty and casualty insurance solutionsThe business has built a strong reputation within the Latin American community in Miami-Dade County, with approximately 85% of its client base being Spanish-speaking.Revenue Breakdown (by service category):Personal tax returns: 60%Corporate tax returns & bookkeeping: 40%Operations & Staff:The company currently employs 24 full-time staff members, including the owner. Additional seasonal tax preparers are brought on during tax season. The entire team, including the owner, is expected to remain in place post-sale, ensuring operational continuity.Locations:The business operates across six branches:4 accounting and tax offices1 property & casualty insurance office1 brand-new, fully equipped tax and accounting branches scheduled to open in September 2025Growth Potential:This is a scalable, growth-ready business with a proven, fully documented set of standard operating procedures (SOPs) that allow for efficient replication of new locations. The company is on track to expand further by launching multiple new branches annually—making this a turnkey opportunity for strategic investors or operators looking to enter or grow in the financial services sector.PLEASE NOTE: There is no lender or seller financing available for this opportunity. To receive a CIM, please provide an NDA, snapshot of liquidity for the full price and buyer background/experience.
Wildly successful independent insurance agency for sale with minimum 35% year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car registration that makes up 46% of revenue) located next to a DMV. We repeat that almost 50% of the revenue of this business comes from car registration sales. For those looking for only a book of insurance business to transfer without this additional revenue stream being taken into consideration, this business is not for you and will not value out based on typical insurance agency metrics. With excellent reviews, this agency has managed to sell and secure over 1,700 policies and 3,700 customers with direct appointments (no aggregator) located in a southwest suburb of Cook County. Please also note there is a decent amount of non-standard policies within the book of business that is being sold, i.e. 25% standard / 75% non-standard. Carriers included, but are not limited to: Progressive, Nationwide, Berkshire Hathaway (Guard), Hartford, First Chicago, and Foremost. It comes with an excellent, affordable office space. Word of mouth has been their only source of growth so there is still tremendous room to grow with marketing. 2025 gross revenue was over $750k with $370k in SDE. Speaking Arabic would be an absolute plus, but not necessary based on the clientele and location of the agency. This an excellent tack on for a buyer that already has an agency and/or it can be rebranded as needed. The seller's preferences would be a buyer that already knows the insurance industry, but it can also serve as a massive head start for someone trying to break into the insurance industry. Inquire within for more information. PREFERRED CASH OR CONVENTIONAL LENDING BUYER FUNDING.
Profitable Check Cashing Business – $10M Annual Volume – Exclusive TerritoryRare opportunity to own a high-volume, low-overhead check cashing business with over 30 years of continuous operation in the same prime location. This business is the only check cashing provider in the area, operating with exclusive rights within a 2,500-foot radius. It processes approximately $10 million in annual transactions at an average 2.21% fee, offering services such as check cashing, money orders, and bill payments.The current owners have successfully run the business for 16 years and are ready to retire, offering training for a smooth transition. Monthly rent is just $1,600 with minimal additional expenses. Peak volume comes during the summer months.WORKING CAPITAL OF $150,000 IS REQUIRED.This is a turnkey opportunity with strong margins, consistent cash flow, and a recession-resistant model—ideal for an owner-operator or investor looking to step into a stable, established business.
Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services, backed by a seasoned team and efficient systems.Highlights:•30 year reputation in the community•Strong cash flow: $427K•Diversified, recurring revenue streams•Tenured staff supporting tax, payroll, and bookkeeping•High average fees: 1040s ($400), business returns ($1,400), bookkeeping (~$2,000/client)•Seller open to a 1–5 year transition periodThis is an excellent opportunity for a growing firm, experienced CPA, or private equity group seeking to expand with a high-margin, loyal client base and built-in staff continuity.Interested buyers should have approximately $910,000 in available capital for the down payment. Sunbelt Listing ID: 57296
This business finances commercial truck purchases for individual truck operators. It was established 15 years ago and has grown consistently with currently 250 outstanding loans. The loans are secured by a first lien on the vehicle title which is held by the company until the loan is paid off. Interest rates are over 24% and loans are generally for up to 48 months. Default rates have historically been less than 3% due to the thorough credit approval process up front. Current Owner has grown the business through referrals and word of mouth with no advertising or marketing which leaves a huge upside for the new owner. Besides expanding the truck lending the new owner can grow into other types of equipment loans i.e. construction equipment, car wash tunnel equipment, laundromat equipment etc. With built in monthly cash flow of over 60k this business is a great opportunity to get into the extremely lucrative asset based finance industry. Owner is looking to retire but will stay on for up to one year to train and transition the business smoothly. THIS BUSINESS IS NOT SBA FINANCEABLE AS LENDERS DON'T LEND TO LENDERS. MUST BE ALL CASH PURCHASE.
Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides Standard/Non-Standard Insurance for Auto/Home/commercial/Boat & Ticket Defense. This book of business cannot be transferred and must stay with the franchise. They have established appointments with Geico/Progressive/Star Casualty/United Auto/Ocean Harbor/Gainsco/Kemper/Legacy/ Ascendant/Citizens/Foremost/Universal Property/AM Wins & more. This high-visibility location sits in a densely populated area with heavy foot and vehicle traffic, providing excellent exposure and walk-in potential. The agency enjoys a loyal client base and strong renewal income.This is a turnkey opportunity with trained staff in place, ongoing franchisor support, and low overhead. Ideal for a hands-on owner-operator with a 220 license is a must. Seller is willing to provide transitional support for 1 month. Don’t miss this opportunity to own a recession-resistant business in a growing community. 2025 Owner Benefit over 419k with over $900k in net commissions after royalties. $17,500 Transfer fee paid by the buyer.PLEASE NOTE: 220 license required. Buyer must live in South Florida.
This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its diverse client base that includes both individual and business clients. Offering a variety of accounting services, which can be categorized as follows: Monthly Accounting Services (40-45%), Business Tax Returns (15%), Individual Tax Returns (37%), Trust Work and Consulting Services (3%). Their client base is primarily in Illinois, but they offer service to clients across the United States. The firm has a strong focus on client relationships, which fosters loyalty and encourages referrals. The office occupies about 1,500 square feet and operates on a hybrid model, allowing employees to work both in the office and remotely. The current team consists of three members: the owner, one Associate, and an Office Manager. The seller is a licensed CPA and is active in the day-to-day operations; her responsibilities include general oversight, client engagement, and bookkeeping tasks for both individual and business clientele. The seller has offered to carry 15% of the purchase price in addition to a 6month – 1 year transition. The firm is currently experiencing demand that exceeds its capacity, leading to the unfortunate situation of turning away potential clients. This presents significant growth opportunities for a new owner, including: enhancing client referrals, networking, and marketing initiatives to reach a broader audience and increase brand awareness. Priced at $525,000, this accounting firm represents a compelling acquisition opportunity. With a strong foundation, a loyal client base, and significant potential for growth, a new owner can capitalize on existing demand and expand the business further. The combination of a well-established reputation and the willingness of the current owner to assist during the transition makes this firm an attractive prospect for interested buyers.
Long-established, 20 year franchise tax practice located in the south metro. Business provides personal income and small business tax preparation services. Existing repeat customers with high retention rate. Skilled employees in place. Asking price $300k with over $100k in cash flow!
This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a range of property damage events, the Company serves as a dedicated advocate to ensure clients receive fair and timely settlements. The firm has built long-term relationships with property owners, contractors, and attorneys, and leverages proprietary systems to manage claims efficiently from intake to resolution.The Company is fully licensed, with processes in place that support growth while ensuring compliance with state requirements. A seasoned team of adjusters and support staff manage both catastrophe and daily claims, with scalable workflows already in place. The business is well-positioned for a buyer seeking a professional services firm with recurring client demand, existing claims pipeline, and opportunity to expand geographically or into related service lines.The SDE shown includes a rent charge of $0 for this home based business and is for a full-time owner-operator.
This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded for its expertise and reliability, having cultivated a loyal, recurring client base in the oil and gas sector that underpins its stable operations. In 2024, the business generated approximately $450,000 in revenue, reflecting consistent demand and steady performance in its specialized market. The asking price is based on a multiple of revenue (not profitability), Accounts Receivable to be purchased in addition to the sales price. With its strong reputation, niche specialization, and entrenched client relationships, this company represents a desirable, turnkey acquisition for buyers seeking a reputable and stable firm in a lucrative sector – all while maintaining strict confidentiality. Non Disclosure Agreement required for additional information. Contact Jeff Petersen at 903-422-6818
LOCATIONCompany: Allstate City/State: Low Country, SC County: Randolph Zip Code: 29201 Location Available: Office is located in a retail area. Square footage is over 2,500. Rent/Lease Terms: Negotiable. Rent/Lease Rate: Negotiable. F&E Available: Furniture and equipment convey. Years In Business: Over 20 years. Location Photos:Available upon request. Current Agency Staffing: 7 both customer service and sales.Asking Price: $3,700,000 Annual New/Renewal Revenues: Confidential until NDA is receieved. Earned Premium: $12 M plus brokered Bank Financing Available: Local and National lenders available upon request. Seller Financing Available: If necessary, terms negotiable. Collateral required. Detailed Financial Reports: NDA required.
LOCATIONCompany: Allstate City/State: Gardnerville, NV County: Douglas Zip Code: 89410 Location Available: Offices are located in a historic building that was once an old brick hospital in the early 1900s. Total area is approximately 1,800 square feet. Neighboring businesses include a Mortgage Broker, Real Estate agents and an Accountant. Rent/Lease Terms: Lease is a month to month but can likely be converted to a longer term. Rent/Lease Rate: Rent is $1,850 per month. F&E Available: Furniture and equipment convey. Years In Business: 38 Location Photos:Available upon request. Current Agency Staffing: Staff consists of 2 customer service reps, 3 sales reps and 2 part-time hybrids.Asking Price: $2,500,000 Annual New/Renewal Revenues: Confidential until NDA receieved Earned Premium: $11,000,000 plus brokered book Bank Financing Available: Local and National lenders available upon request Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required Detailed Financial Reports: NDA requiredEstablished turn-key agency nestled in the historic Carson Valley on the Eastern border of Lake Tahoe. It has over $11M in earned premium that consists of a preferred auto/homeowner customer base plus a brokered book! Excellent opportunity for growth in cross sales as well as life/financial services. The current owner is available to assist with transition and guidance. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won’t last long on the market!
Company: Allstate City/State: Greenville, SC County: Pitt Zip Code: 27834 Location Available: Offices are located in a retail area. Great signage and visibility. Total area is 1,200 square feet. Multiple offices and workstations. Neighboring business include legal office, healthcare offices, restaurant, etc. Rent/Lease Terms: Lease is on a 4-year term. Current term ends July 2025. Rent/Lease Rate: $1,350 per month F&E Available: Furniture and equipment convey. Years In Business: 15 years Location Photos:Available upon request. Current Agency Staffing: The agent, 1 sales and 1 customer service.Asking Price: $950,000 Annual New/Renewal Revenues: Confidential until NDA receieved. Earned Premium: $3.7M including brokered book. Bank Financing Available: Local and National Lenders available upon request Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required. Detailed Financial Reports: NDA required.
This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be easily operated from home, eliminating the need for a physical office. This is an ideal investment for a motivated buyer looking to step into a stable, cash-flowing business in the insurance industry. Can work out of home - optional. Great turnkey business priced to sell!
This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and automated dispute process quickly gets results by properly fixing errors on credit reports.
The Consulting Firm is a premier management consulting agency based in St. Louis, Missouri. Tailoring their consulting services to fit the upper small business to lower middle market segments, and still supporting some mid-market and large market clients, the Firm offers expert insights, tailored solutions, and fractional management and leadership services to help businesses and organizations across a range of sizes to reach their full potential to scale and grow in their respective industries. The Firm's team of experienced professionals hail from such legacy consulting organizations as Deloitte, Ernst & Young, and PWC and they have a proven track record of delivering results and exceeding expectations. From strategy to execution, the Firm provides the knowledge, skills, experience, and resources necessary to advise on a range of fractional management in key functional areas such as Program Management, CIO Services, CFO Services, Process Improvement, Strategic Planning, Supply Chain, Logistics, Operations, and Executive Coaching.
Introducing an exceptional Check-cashing and financial services business in NW-Florida established in 1997 with current owner since 2002. This company provides services common in the check-cashing industry, catering to individuals seeking immediate access to funds from checks including Payroll, Tax-refunds, Insurance drafts and money transfers along with Payday Loans. Owned by a licensed professional with an established location on a main thoroughfare. Note: new operator will be required to have MSB licenses for Check Cashing as well as Payday LoansBenefits include experienced knowledge of industry, instant market penetration, existing infrastructure, and steady cash flow. 16’ Van Body Billboard Truck with signage included. Inventory of book of existing outstanding payday loans available for negotiation.The business's established reputation, customer recognition, and local market knowledge further bolster the acquirer's competitive advantage.Growth opportunities abound, and the groundwork laid by the business paves the way for easy expansion, diversification, and synergy creation.In essence, this acquisition offers an industry player a comprehensive solution to fortify their position in the Check-cashing / Payday Loan sector, particularly within the NW Florida Panhandle region.
Established CPA Practice with Growth Potential-SBA Pre-QualifiedThis well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and payroll. The experienced staff (tenure of 4–20 years) are client-facing and highly regarded for their quality service. The firm operates with efficient workflows, well-defined roles, and a strong local reputation. The owner has been selective in taking on new clients, leading to steady revenue growth, with 2025 revenue projected at $860,000. Significant expansion opportunities exist with additional staffing.Key Highlights:• Prime office location with professional, well-designed space• Exceptional staff with deep industry experience (4–20 years tenure)• Strong referral base and long-term client relationships (many over 25 years)• Low attrition in a thriving economic region• Efficient systems and workflows in place for seamless operations• Growth potential by expanding staff and client capacity• Stable revenue with consistent year-over-year increases• SBA pre-qualified for easier financing and faster closingDown Payment :$110,000 for individual buyer, $0 for strategic buyer
Founded in 2019 and headquartered in Florida, this fast-growing insurance adjusting firm has expanded operations across 14–15 states with a team of 18 professionals. The company provides a full suite of services, including inspections, client representation, expert witness testimony, loss estimating, appraisals, and umpiring.
Well-established $2.5 million dollar Pro agency is located in charming Waynesville, NC. This turnkey agency is in a centrally located bustling retail section of town and in the heart of the mountains! The office has neighbors that include restaurants, a pet store, law office, medical office, financial services and a salon, to name a few. Agency consists of a preferred auto and homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. Potential to increase revenues through new and renewal commissions and bonus. Agency owner is well-connected in the community and has developed solid customer loyalty. Take advantage of this rare opportunity, as it will not last long!
Established check cashing store with a 35 year history!With the ability to do deferred payment loans, check cashing, buy gold and silver, and provide title loans, this store would be perfect for a first time buyer, experienced operator, or as an acquisition.Seller states that it’s possible to create additional revenue by adding more services which she will be happy to discuss with a buyer.According to seller, this business is grandfathered in at this location with several licenses that would be very difficult, if not impossible, for a new owner to obtain or duplicate starting from scratch at a similar location.Seller is willing to assist a new owner while they obtain their licensure and may provide some financing for a well qualified buyer.Current owner has not been providing many of the services as she’s been focused on her other businesses. This business is ready for a new owner to help it reach its full potential.
This company specializes in automating hundreds of security and hacking tools integrated with AI.The software is specifically designed to support Penetration Testing and Red Team exercises. Core technologies include Recon Scanners, Exploiters, Vulnerability Analysis, Secure Code Review, OSINT, Bug Bounty programs, and more, spanning across major platforms like AWS, Azure, GCP, Kubernetes, Windows, Linux, and Mac.NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland counties.Offers check cashing for a select list of trusted payers (restaurants, etc.), notary services, tax prep, money transfers and some immigration-related services. Also a general contractor for renovation and construction projects and have purchased, sold and leased several residential properties over the years for additional profits.All required licenses in place. Seller will offer training and support during a transition period. Ideal situation for an owner-operator who speaks Arabic and/or Spanish.Prospective purchasers will need to demonstrate sufficient financial resources before receiving additional information.
This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow by advancing real estate commissions to agents and brokers. The firm is known for its excellent customer service which results in an 80% repeat transaction business mix. This franchise has an eight year track record of profitability. It offers a large network of clients, exceptional income margins and an easy to run operational profile, which can be relocated to the buyer’s setting. This is a five-day work week with very flexible hours. What sets this business apart from others is its recognition as the country’s oldest and largest provider of cash flow for real estate agents and brokers throughout the country. The ideal buyer could be a competitor offering similar services, a private equity group who can provide the resources for it to expand, or an entrepreneur who has the motivation and expertise to take this business to the next level.
This is one of the best agencies in the SWFL area and located in one of the highest growth areas of the country – Naples, FL This book of business is priced to sale and comprised of appx $7million in Preferred Auto/Property premium and appx $8 million in Brokered Property premium plus appx $500K Flood premium. Renewal ratios are excellent in both Auto (89%) and Property (89%) and customer satisfaction is among the highest in the area. In addition to having excellent current results, this agency is well positioned for continued growth and can be leveraged to maximize the Allstate compensation & bonus programs. Agency achieve ELITE tier in 2023. Owner is willing to assist with transition. This is a great opportunity to own a high quality book of business in a very desirable area
Asking Price: $ 1,650,000Annual New/Renewal Revenues: $ 768,115 (2022)Earned Premium: $ 7,740,000 PLUS Bank Financing Available: Yes, we can refer LendersSeller Financing Available: NoDetailed Financial Reports: With NDA
Independent Agency For Sale! Alabama Premium $375,000Taking Offers
This is a great opportunity to acquire an excellent turn-key agency in the growing community of Goose Creek, SC. The agency currently earned the “Elite” Agency Achievement tier and is a great opportunity for an aggressive owner to grow cross-sells and overall new business. Berkeley county's population is 264,000 and is growing at over 3% a year. Agency is well run with licensed and experienced staff members that are available to transition with sale of the agency. Agency owner is retiring and available to help with short term transition of agency if desired. This fantastic opportunity won't last long!
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Asking Price: $1,650,000
