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Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

Cash Flow $710,000
Revenue $1,500,000

Asking Price: $945,000

Insurance Agency for Sale - Windsor, Connecticut

Windsor, CT
Hartford County

Established and highly regarded as one of the top national coverage insurance firms, this Windsor, Connecticut based insurance agency with a business book of $6.0 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 loyal 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. Agency owners are 100% vested in the equity of the business and can sell the business with a choice of two exit strategy options.

Cash Flow Not Disclosed
Revenue $6,000,000

Asking Price: $98,000

Own a Thriving Local Community Book Store

Not Disclosed, AZ
Pima County

Are you looking for a unique opportunity to own a well-established Book Store in Southern Arizona? Look no further! This thriving bookstore, established over 5 years ago in April 2021, is now available for sale. Step into a business that was meticulously designed and built from the ground up, showcasing a vast inventory of used books along with puzzles, gifts, and more. The store has seen substantial growth since opening, continually expanding its shelves and sections to cater to various interests including children's books, travel, nonfiction, and audiobooks. With popular programs like book and puzzle rentals in place, as well as a loyal customer base that drives inventory selection, this bookstore has all the makings of a successful venture. The potential for growth is significant with the opportunity to tap into the online market by launching a dedicated website, making the entire catalog searchable online, and enabling online orders. Leveraging social media marketing and online marketplaces can further expand the reach of the business to attract a wider audience. All inventory is already barcoded and cataloged, making this transition seamless for the new owner. Expanding store hours to accommodate early morning foot traffic and opening on Sundays and Mondays can bring in more customers. Additionally, enhancing social events such as book clubs and author signings can further engage the community and drive foot traffic to the store. The local demographics, with a strong presence of a well-educated senior population, provide a solid customer base that values books and physical media. Don't miss this exciting opportunity to take over a beloved bookstore with a loyal clientele and abundant potential for growth. Explore this business for sale in Southern Arizona at https://www.tworld.com/ and envision yourself as the proud owner. The possibilities are endless, and the time to seize this opportunity is now!

Cash Flow $38,469
Revenue $95,000
$ Owner Financing Available

Asking Price: $150,000

Well Established Farmers Agency for Sale

Not Disclosed, TX
Bexar County

Strong Policy Base | Diverse Book of Business | Excellent EarningsSALE PRICE: $150,000.00LOCATION: SAN ANTONIO, TEXASOutstanding opportunity to acquire an established Farmers Insurance Agency with a strong policy base and a diversified book of business.2025 Agent Earnings: Over $172,0002026 Performance: Looking Good!Asking Price: $150,000The agency maintains an established customer base with business across multiple insurance lines, including:Auto InsuranceHomeowners InsuranceCommercial InsuranceLife InsuranceSTEP IN AND START PRODUCINGThis is an great opportunity for a new agent who wants to enter the Farmers system with an established book of business rather than starting from zero. It is equally attractive for an experienced insurance professional looking to join Farmers, acquire an existing customer base, and hit the ground running.The agency benefits from the strength of the Farmers brand, district leadership, agent incentives, training, and opportunities for continued expansion.SIGNIFICANT GROWTH POTENTIALA motivated buyer can continue growing the agency through new customer acquisition, cross-selling, commercial accounts, life insurance, referrals, and community marketing.STRONG POLICY BASEAGENT EARNINGS OVER $172,000 in 2025 and Looking good 2026DIVERSE & ESTABLISHED BOOK OF BUSINESSASKING PRICE $150,000SAN ANT0NIO, TEXASSerious inquiries from qualified buyers are invited. Listing URLhttps://tworld.com/locations/Texas/sanantonionorth/listings/WELL-ESTABLISHED-FARMERS-AGENCY-FOR-SALE

Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $3,125,000

120 Year Legacy-Multi-State Mortgage Banking Firm

Tampa, FL
Hillsborough County

WebsiteClosers® presents a veteran Independent Mortgage Banking Company serving real estate clients, including Homebuyers, Property Investors, and Homeowners looking to refinance or access their equity. Seller financing is available to a qualified buyer. The business offers purchase loans, rate-reduction and cash-out refinances, reverse mortgages, and other residential loan options, with an average loan amount of $400,000. Their broad product range allows them to serve borrowers with different income profiles, property needs, and stages of homeownership.Key Valuation Points• 129-Year-Old Business• Seller Financing• Full Control of Loan Process• 7,909 Email Contacts• 34 Loan Officers• $31.4M Loan Volume YTD 2025• $400,000 Average Loan Size• Licensed in 4 StatesOperating as a correspondent lender, the company handles underwriting, closing, and funding in-house before selling completed loans to investors. This gives their team control over the loan process and flexibility to select investors based on pricing and turnaround times.The operation includes 34 loan officers and staff covering underwriting, closing, funding, secondary marketing, and accounting. Key employees have been with the company for 10 to 20 years, including senior managers who have previously led larger teams. The owner spends approximately 1 hour daily on mortgage-related work, providing direction, managing personal client relationships, and approving expenses and payroll.Loan officers work remotely, supported by flexible office space for meetings. This shift reduced monthly office costs by more than 95%, to about $700 to $800. Their loan software supports processing, pricing, and closing documents, while automated customer communications handle post-closing follow-up. Software is licensed through outside providers, with the systems already in place to run the operation.Customer acquisition centers on referrals from real estate agents, builders, financial advisers, and other professional contacts. These relationships provide repeat introductions, while past borrowers may return for another purchase or refinance. An email database of more than 7,900 contacts supports monthly campaigns, and organic search adds another source of inquiries. Social media is largely unused, leaving room to reach borrowers through additional channels.Growth opportunities include handling mortgage production under credit unions’ brands, giving those partners access to an established loan team. A buyer could also expand social media marketing, recruit additional loan officers, and develop the direct-to-consumer reverse mortgage program. Seeking licenses in additional states would open new markets, while a regional bank or credit union buyer could introduce mortgage services to their existing customers.The offering includes business domains and an established mortgage operating platform supported by leased software, experienced staff, and investor relationships. This business is a prime candidate for entities looking to enhance their service offerings and market reach. Contact WebsiteClosers® today to explore this exceptional opportunity in the banking space.CODE NAME: Project WaybackWC 4102

Cash Flow $959,157
Revenue $1,917,633
$ Owner Financing Available

Asking Price: $880,000

Established Tax & Accounting Practice — Syracuse

Not Disclosed, NY
Onondaga County

Business OverviewEstablished in 1954, this tax and accounting practice serves individuals and small businesses throughout Central New York. Decades of continuous operation have produced a deep, loyal client base that renews year after year with minimal marketing spend. Revenue is stable and predictable, driven by annual tax preparation work supplemented by bookkeeping, and payroll processing.The firm operates with five full-time staff year-round, expanding to eight full-time and eight part-time employees during tax season. This is a fully staffed, systematized practice rather than a one-person book of business dependent on the owner’s personal capacity. A buyer steps into an existing team, established workflows, and client relationships that are already handled at the staff level, which materially reduces the transition risk that typically accompanies the purchase of a professional services firm.The sellers are enrolled agents and are willing to remain with the practice through a defined transition period, up to two years, to introduce clients, transfer institutional knowledge, and support continuity of service.Real EstateThe real estate is available as part of the transaction on negotiable terms. Ideal BuyerThis is a turnkey opportunity for tax preparers seeking to acquire an established practice rather than build one from scratch, or for an existing accounting firm looking to expand its footprint in the greater Syracuse market.

Cash Flow $187,300
Revenue $684,000

Asking Price: $86,425

Professional Business Sales & Advisory Firm

Greenwich, CT
Fairfield County

Positioned in one of the most affluent and business-dense markets in the Northeast, this opportunity offers ownership of a professional business brokerage and advisory practice serving Greenwich and the greater Fairfield County region.The business operates within a proven national platform and provides services to entrepreneurs, investors, executives, and business owners seeking to buy, sell, acquire, or expand privately held companies. Through established systems, recognized branding, professional processes, and extensive industry resources, the business is well-positioned to capitalize on the ongoing demand for business transition and advisory services.Greenwich's strategic location within the New York metropolitan area creates access to a substantial population of successful business owners, corporate executives, investment professionals, and acquisition-minded entrepreneurs. Fairfield County alone is home to thousands of privately held businesses across professional services, healthcare, technology, construction, manufacturing, retail, and financial services.As a growing number of business owners approach retirement, succession planning and ownership transition needs continue to increase. At the same time, executives and investors are increasingly pursuing acquisition opportunities as an alternative to starting businesses from scratch. These favorable market dynamics create a compelling environment for a professional intermediary capable of connecting buyers and sellers while facilitating complex transactions.The business offers a highly scalable model with minimal inventory requirements, professional working hours, and the ability to build long-term client relationships. Revenue opportunities can be generated from multiple advisory and brokerage activities, creating a diversified platform for future growth.This opportunity is ideal for an entrepreneur, executive, consultant, business owner, financial professional, attorney, banker, or sales leader seeking to build a respected advisory practice within a premium market. Equally attractive for investors seeking a professional services business with significant expansion potential.A qualified buyer will acquire established systems, operating procedures, marketing resources, technology platforms, and professional support designed to accelerate growth while reducing startup risk.For buyers seeking a sophisticated business opportunity backed by a recognized platform and operating within one of the strongest business environments in the Northeast, this represents a compelling acquisition opportunity.

Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $350,000

Profitable PB Bookkeeping-14 Yrs-Recurring Clients

Not Disclosed, FL
Palm beach County

An exceptional opportunity to acquire a highly reputable, 14-year-old bookkeeping and financial services practice based in prestigious Palm Beach County, Florida. Operating with a streamlined, modern remote workforce, the firm serves a loyal and diverse roster of local small-to-medium-sized businesses (SMBs) who rely on its services for daily, monthly, and year-end financial management.With deep-rooted client relationships, an established operational rhythm, and a trained, capable team in place, this turn-key business offers an acquirer immediate cash flow, high client retention, and significant operational leverage.Investment Highlights14 Years of Stability & Local Reputation: Built on over a decade of trusted service in Palm Beach County, enjoying high client retention, strong word-of-mouth referrals, and zero reliance on heavy marketing spend.Essential & Embedded Client Relationships: The firm acts as an integral operational partner to its clients. Services are deeply embedded in client workflows, creating high switching costs and predictable, recurring revenue.Capable & Independent Remote Team: Operating with three experienced, remote employees, the staff manages core day-to-day bookkeeping tasks, client communications, and account reconciliations independently.Turnkey & Scalable Structure: Modernized operations allow the business to be managed remotely or locally with flexible owner involvement. Systems and workflows are structured for seamless transition to a new owner or an existing firm seeking a tuck-in acquisition.Business Operations & ServicesThe practice provides comprehensive bookkeeping and outsourced accounting solutions tailored to Palm Beach County business owners, including:Core Services: Full-charge bookkeeping, accounts payable/receivable (AP/AR) management, bank and credit card reconciliations, and financial reporting (P&L, Balance Sheet, Cash Flow).Compliance & Advisory: Payroll processing management, sales tax filings, and year-end tax preparation coordination with clients’ CPAs.Client Mix: Long-term business clients across diverse industries, ensuring stable income streams and reduced sector-specific risk.

Cash Flow $178,304
Revenue $263,210

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