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The owner of an established boutique M&A advisory firm, whose footprint in the Southern U.S. resides in one of the fastest growing regions in the U.S., is pursuing a sale of the Company. The Company provides both buy-side and sell-side M&A advisory services primarily to industrials, distribution and business services through a unique approach that positions clients for a greater likelihood of ROI capture from their transaction. It has successfully represented nearly 100 clients in M&A, valuation, private capital services over its’ history. There are many valuable assets that will be sold in this transaction. We have prepared a confidential information memorandum that describes this acquisition opportunity in greater detail for interested parties. Thank you for your consideration.
Established and highly regarded as one of the top national coverage insurance firms, this Port Huron, Michigan 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 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 and highly regarded as one of the top national coverage insurance firms, this Knoxville, TN based insurance agency with a business book of $5.4 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. SBA loan funding sources are available and the 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 coverage 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.
American Business Systems has been America's Leader in Medical Billing with Unparalleled Training, and Support for over 25 years. $100k Potential working from anywhere, full-time or part-time. Learn more about this great opportunity!
Established and highly regarded as one of the top national coverage insurance firms, this Scottsdale, AZ based insurance agency with a business book of $3.5 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. 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 $475k-$575k 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.
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.
For sale is a well-established 23-year agency in beautiful Naples, FL; only minutes from the beach. It is well-managed with seasoned staff to transition to a new owner. It has almost $7 million in total premium that consists of a preferred auto/homeowner customer base with an excellent opportunity for growth in gross sales as well as life/financial services. The agency has a low loss ratio and customer loyalty has created excellent retention in the book. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won't last long on the market.The asking price is $1,994,000. An NDA is required. The earned premium is $6,700,000 including brokered book. Local and national lenders are available upon request. For seller financing, if necessary, terms are negotiable. Satisfactory collateral is required.A 1,580 sq ft. location is available, near a large real estate office, bank, Publix, restaurants, hair salon, veterinarian, and dry cleaner. They have excellent signage and visibility. There are 7 workstations with computers. They have a 3-year lease, which renews in July 2025. Rent is $2,435/month. All F&E to convey. Confidential until NDA signed. (H)
Over 30 years of consistent growth. Ongoing support. Multiple revenue streams. Whether you’re looking into owning your very first store, or you’re interested in adding to your existing franchise portfolio, Batteries Plus is here to help. Learn more about the costs, benefits, and available locations today!
Well managed turnkey Allstate agency located in the dynamic city of Winston Salem, NC.This second generation family run agency has approximately $5 Million in earned premium that consists of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. The agency has an extremely low loss ratio and customer loyalty has created excellent retention in the book. 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.FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT:Energia Consulting Partner.
For over 50 years, this Florida bookstore has been a fixture in its community. The store is classified as a medium bookstore by the ABA and operates three revenue streams: in-store retail, e-commerce, and used and collectible books. New books lead in-store. 85% of revenue comes from books and 15% from gifts and novelties. The operation is set up to hand off cleanly. An established customer database comes with the business, giving a new owner an engaged audience from day one. Room to grow is here for a full-time, hands-on operator expanding the e-commerce channel, building out events and author programming, and growing the used and collectible side. Seller financing is offered at the seller's sole discretion. More information is available with a signed NDA and proof of funds.
WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition system via Webinar Funnels, Educational Events, and Automated Follow-Up Campaigns. This business helps hybrid financial advisors replace inconsistent, referral-based growth with a repeatable marketing system designed to generate qualified appointments and support long-term client growth.The business has received SBA pre-qualification, which may allow an eligible buyer to complete the acquisition with as little as 10% equity at closing, subject to final underwriting and lender approval. This structure can substantially reduce the buyer’s initial cash requirement while preserving capital for working capital, growth initiatives, marketing, and other post-closing needs. The pre-qualification also provides an established financing pathway that may help streamline the lending process for a qualified acquirer.Key Valuation Points• SBA Pre-Qualified• 6-Year-Old Company• 28,536 Prospect Database• $1.5M TTM Revenue• 3-5 Clients Added Monthly• 9,200 Email Contacts• $33,000 Client LTV• $2,567 Average MRR• 98% Recurring Revenue Model• 13-Month Average Client RetentionThe business combines digital webinar campaigns with in-person educational events to help advisors attract, educate, and convert prospects. Their core system includes campaign infrastructure, funnel development, appointment-setting workflows, compliance-conscious marketing frameworks, and ongoing coaching designed around measurable client acquisition goals. The business serves a niche audience of independent financial advisors who typically have established practices but need a more consistent pipeline for acquiring new clients.The company boasts a robust operational foundation supported by an advanced CRM system that houses an extensive database of over 28,500 advisor prospects gathered over 6 years. They gathered years of marketing data, along with a separate database of nearly 9,200 active contacts for ongoing email campaigns and outreach. The subscription-based pricing model not only ensures a stable revenue stream but also enhances the 33,000 Client Lifetime Value (LTV), supported by an average retention period of around 13 months.With a highly structured delivery model and established team, the business is positioned for continued expansion without requiring heavy owner involvement. Daily operations are managed by a dedicated team handling marketing execution, client relationships, appointment setting, and sales support, allowing a new semi-absentee owner to focus on scaling rather than rebuilding the foundation. Growth opportunities include increasing paid media investment, expanding partnerships with financial networks, and creating additional service tiers. Current paid campaign generates around 3–5 new advisor clients monthly, creating room for a buyer to scale a proven acquisition channel with additional capital. The business has also begun developing partnerships with larger advisor networks, creating opportunities to access broader distribution channels beyond direct advertising.A buyer acquiring this opportunity gains access to a specialized marketing platform, recurring revenue model, established client acquisition systems, trained team, and a growing database within the independent financial advisor market. With a proven track record and numerous avenues for growth, this company is positioned for continued success and expansion.Contact WebsiteClosers® today to explore this unique opportunity further!CODE NAME: Project NorthstarWC 4067
Start your own web design business with SiteSwan. Create & sell websites to small businesses in your area with our easy-to-use, private label website builder. Set your own prices - keep 100% of the sales. Our turnkey platform is designed for anyone looking to sell websites to small businesses - no experience needed.
This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing relationships with top carriers such as Mercury, Safeco, Kemper, Progressive, National General, Foremost, and Pacific Specialty, the business operates as a comprehensive insurance hub. Potential Buyers of this book MUST have a California Mercury Appointment. Individuals and local business owners have long benefited from tailored auto,general liability, renters, commercial, watercraft, motorcycle, and umbrella policies. The Seller boasts high retention rates and a stable base of long-term clients. Retention is approximately 93% for P&C, representing stable, long-term clients. The policy breakdown is approximately 23% homeowners, 70% auto, and 5% commercial. There are 806 Mercury policies.The use of modern technology has made processes more efficient, turning the operation into a turnkey operation for a Buyer.The business uses QQ Catalyst CRM and integrated rating platforms, including FSC Rater and PL Rater.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Niche Financial Services & Retail Business for Sale. This well-established business has served the SE South Dakota market for approximately 40 years, with the past 27 years under the same ownership. The business operates multiple complementary revenue streams from a single location, including collateral-based lending, retail resale, firearms sales, and check-cashing/money services — giving a buyer a diversified, asset-rich operation rather than a single-line retail concept. With roughly 3,000 SKUs of inventory on hand and a substantial loan receivables portfolio, the business carries significant tangible asset value on the balance sheet, offering buyers tangible downside protection beyond reported earnings alone.The business benefits from a long-tenured, stable staff (several employees with 5 years of service) and a loyal local customer base built over four decades. Operating hours are currently 5 days a week, with predictable seasonality (strongest around the holidays). A clear growth opportunity exists in expanding online sales. This is an excellent opportunity for a buyer, particularly one who can qualify for the required firearms and pawnbroker licensing, to step into an established, asset-backed operation with room to grow.
Established and highly regarded as one of the top national coverage insurance firms, this Syracuse, New York 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. 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 and cash-flow 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.
Click the video below to learn how Wealth Automators’ eCommerce stores provide bi-weekly income for the store owner by selling only USA products on Amazon, Walmart, TikTok Shop, and Facebook Marketplace. We use the same business model as the largest stores on Amazon earning $110 Million monthly revenue. Individuals own their stores 100%, while Wealth Automators handles all day-to-day operations in return for a profit split. Business owners achieve 12–29% ROI monthly within 60 days.
Established independent insurance agency serving the Dallas–Fort Worth market with a strong reputation for personalized service and recurring commission revenue of approximately $750K per annum. The agency represents more than 28 top-rated insurance carriers, allowing clients to compare competitive coverage across personal and commercial lines, including home, auto, life, flood, and business insurance. Recognized as Dallas's #1 Insurance Agency in multiple years, the business has built a loyal client base through exceptional service, fast quoting technology, and long-standing carrier relationships. This turnkey opportunity offers predictable renewal income, experienced staff, and significant growth potential through expanded digital marketing, commercial lines, and cross-selling opportunities. Office condominium real estate is also available for purchase.Seller Financing Available for a Well-Qualified Buyer.Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! At Transworld Business Advisors, we are the most active business brokerage in the country - listing and selling the most businesses in the state. Get added to our buyer list today to receive notifications as businesses with your criteria hit the market!
Premier South Texas CPA Firm for Sale Exceptional Opportunity to Acquire a Long-Established, Highly Profitable CPA Practice This is a rare opportunity to acquire a well-established and respected CPA firm serving South Texas for over 20 years. The practice has built an outstanding reputation, a loyal client base, and a consistent history of strong financial performance, making it an ideal acquisition for an expanding CPA firm, an individual CPA seeking ownership, or a strategic buyer looking to grow through acquisition. Business Highlights: 20 Years in BusinessAnnual Revenue: Approximately $1,300,000Seller's Discretionary Earnings (SDE): Approximately $620,000Asking Price: $1,795,0007 Experienced EmployeesOwner-operated with established systems and processesAttractive leased office locationStable, recurring client relationshipsExcellent reputation within the community The current owner is retiring and is committed to ensuring a smooth transition. The seller will remain available for a negotiated transition period and consultation to help retain clients, introduce key relationships, and support the new owner. This is an outstanding opportunity to acquire a profitable, turnkey accounting practice with an experienced team, recurring revenue, and significant opportunities for continued growth.
Established in 2006, this highly respected independent insurance agency has evolved into a full-service Field Marketing Organization (FMO) supporting approximately 200 independent agents across the United States. With nearly 20 years of successful operation in El Paso, the agency has built a strong reputation and loyal client base through exceptional customer service, ethical business practices, grassroots marketing, and innovative outreach. All agents are appropriately licensed by the Texas Department of Insurance with General Lines- Life, Accident, Health & HMO licenses and maintain the required Medicare certifications and carrier appointments to market Medicare-related products.The agency specializes in Medicare insurance products, which generate approximately 90% of annual revenue, with the remaining 10% derived from ACA (Affordable Care Act) plans for individuals under age 65 and supplemental health insurance products. Its client base is stable and diverse, with approximately 80% Spanish-speaking customers and 90% of clients age 65 or older.The business is wellpositioned for continued growth throughout the El Paso and Southern New Mexico markets, supported by its recognized brand, bilingual staff, long-standing community relationships, and established referral network.Guided by its mission, "Your Wellbeing is Our Mission," the agency has demonstrated consistent performance, resilience, and a trusted reputation for delivering personalized insurance solutions to the communities it serves.
Did you know you could partner with a company to build out your entire e-commerce store, from product research to inventory acquisition to marketing? Yep! You can easily make 6-7 figures in passive income when we build your e-commerce empire and money-making machine from the ground up! All it takes is an upfront investment, and our team will do the rest. By this time next year, you could be sitting on a 7 figure empire. Learn more now!
A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume.This is not a concept-stage insurance idea. The company generated eight-figure annual revenue with multi-million-dollar profitability and is operating at a higher current run-rate. The platform combines licensed sales, producer relationships, partner distribution, consumer acquisition, and a proprietary operating layer designed to improve workflow, reporting, producer productivity, compliance visibility, and customer monetization.The business sells through multiple distribution channels, including internal producers, contracted producers, independent relationships, and partner distribution channels. Its revenue model is built around policy commissions, override economics, renewal economics, service-related revenue opportunities, and consumer inquiry monetization.The owners are seeking the right capital partner, lender, strategic buyer, or insurance industry participant to help accelerate the next stage of growth. A partial ownership sale, structured financing, strategic growth capital, revenue-based capital, preferred equity, convertible structure, or other creative proposal may be considered for the right qualified party.To protect confidentiality, the company name, exact market focus, location, founder names, carrier relationships, technology details, channel counts, and other identifying information are withheld at this stage. Additional information will be provided only to qualified parties after execution of a non-disclosure agreement.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Established Franchise Auto Insurance agency located in NE Dade. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including Std/Non Std 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. 350k Commissions. Purchaser pays for transfer fee. Must have a current 220 license and be planning to work in the existing franchise. This is not a book that can be transferred to another agency (must stay as a franchise)
This preeminent consulting franchise is dedicated to partnering with business owners to identify and implement substantial expense reduction strategies across a broad spectrum of operational areas. As an acknowledged industry leader, this franchise empowers its owners to cultivate strong, trusted relationships within their local business communities, supported by the flexibility to pursue opportunities nationwide. This presents an exceptional venture for seasoned professionals possessing robust B2B or financial expertise, who are driven to help businesses optimize their financial performance and achieve strategic goals.This established territory offers a highly attractive investment opportunity, available at a significant discount compared to a new franchise territory, further enhanced by the seller covering up to one year of minimum royalty fees.This is a great opportunity and business to be in at this time.
Urban Air Adventure Park is a leading indoor family entertainment franchise offering attractions that bring guests of all ages together for year-round fun. Parks feature a variety of adventure experiences, host birthday parties and group events, and serve as community gathering places. Franchisees receive comprehensive support, including training, site development, operations, marketing, and ongoing business coaching to help grow their business.
A trusted provider of confidential property inventory and documentation services, specializing in comprehensive asset inventories for homeowners and businesses throughout New England. The company delivers detailed, secure documentation using digital photography, video, and organized reporting to support disaster preparedness, insurance claims, estate planning, and long-term asset management. Its personalized approach, commitment to confidentiality, and focus on accuracy help clients protect valuable assets and simplify the recovery process following unexpected events.
This primarily trucking-focused insurance agency/book has an active book of approximately $1.18M in in-force premium, and $112,637 in commissions with carrier relationships including Progressive MI, Highlander Specialty, Lloyd’s of London, Hartwell, Berkshire, Progressive Southeastern, Accredited, and GEICO. The book is currently written in MI, IL, ID, IA, TX, FL, NJ, PA, and OH, with the majority of accounts consisting of 1–5 unit trucking risks. The business is operated by the owner with support from a virtual CSR, creating a lean operating model with potential upside for a buyer that already has existing infrastructure, carrier access, servicing capacity, or trucking insurance experience. Signed NDA and proof of funds are required prior to receiving additional information, except for buyers listed on Insurance Journal’s Top 100 Agencies list. Interested buyers should contact the broker to submit their best offer. **Buyer must hold a Property & Casualty license to acquire this agency/book.**
Well, established fiduciary service located in Northern Arizona. Business has been providing quality fiduciary services to Yavapai County since their founding in 1988. Their mission is to provide the most comprehensive services to satisfy their clients’ needs. Very well-established customer base. Qualified buyers must have or need to acquire AZ Supreme Court Fiduciary License in order to purchase business. Potential buyers will need to provide experience outline and evidence of cash injection before the file is released.
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Established Property & Casualty Insurance Agency. The agency maintains a diversified book of business consisting primarily of homeowners, auto, and commercial insurance policies, generating consistent recurring commission revenue and strong client relationships built over decades.This is an excellent opportunity for an existing agency seeking growth through acquisition or an entrepreneur looking to enter the insurance industry with an established foundation. The business benefits from a loyal customer base, longstanding carrier relationships, and a reputation for personalized service.The owner has a genuine passion for the insurance industry and has dedicated her career to serving clients and building lasting relationships. While she remains enthusiastic about the business, she is ready to step away from the responsibilities of ownership and begin enjoying retirement. To ensure a seamless transition, the owner is willing to remain involved for a reasonable transition period and assist the buyer with client introductions, operational training, carrier relationships, and knowledge transfer. Her goal is to help position the new owner for success while gradually transitioning into retirement over the course of approximately one year.The owner also owns the real estate from which the agency operates and is flexible regarding the future occupancy of the office. A buyer may choose to lease the existing location from the seller and continue operating from the current office, or alternatively, integrate the book of business into an existing agency and relocate operations as desired.With recurring commission revenue, an established market presence, and seller transition support, this agency represents an attractive acquisition opportunity for insurance professionals and strategic buyers alike. At a $570,000 sales price the buyer is seeking a 2.375x multiple on commissions. Bring all offers.Please refer to listing 2201-821688 and ask for Cole Kingsberg when inquiring.
Established CPA & Accounting Practice for Sale – Northern Palm Beach CountyWell-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach County. Operating successfully for over six years, this turnkey firm offers a loyal client base, experienced staff, strong recurring revenue, and excellent growth potential. Third party SBA lender approved with only 10%. down.The practice is staffed by the CPA owner, a senior accountant, and an experienced office manager, providing continuity and operational efficiency for a smooth transition.Technology & Systems. The practice utilizes industry-leading software, including:Thomson Reuters UltraTaxOnvio File CabinetPractice CS billing systemOffice & LocationThe firm operates from a professional 1,500-square-foot office located in a well-maintained professional office building in Northern Palm Beach County. The office features very reasonable lease terms, with rent of only $2,128 per month.Services & Revenue BreakdownMonthly Accounting Clients20–30 recurring clientsAverage monthly fee: $625Annual revenue: approximately $150,000Individual Tax Returns245 clientsAverage fee: $1,076.48Annual revenue: $263,739Business Tax Returns129 clientsAverage fee: $1,287.67Annual revenue: $166,110Estate Tax Returns33 clientsAverage fee: $1,176.82Annual revenue: $38,835Business Consulting ServicesAnnual revenue: $22,979HighlightsConsistent recurring revenueEstablished client relationshipsExperienced professional staff in placeStrong mix of tax and accounting servicesTurnkey operation with modern systemsExcellent opportunity for expansion or satellite officeIdeal opportunity for a CPA, EA, or accounting firm seeking growth through acquisition in a desirable South Florida market.Serious inquiries only. Additional information available upon request and execution of a confidentiality agreement.Please refer to listing #6401829634 and ask for Max Crescenzi when inquiring.
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