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Asking Price: $599,000

Wealth Management & Financial Advisory Practice

Not Disclosed, NJ
Middlesex County

Established Wealth Management & Financial Advisory PracticeEstablished financial advisory and wealth management firm offering a broad range of services including retirement planning, investment management, estate planning, insurance solutions, tax-efficient strategies, and education planning. The business operates with a fiduciary-focused approach and has developed a strong reputation for personalized client service and long-term financial guidance.Also included in the sale is an established CPA practice, creating additional recurring revenue streams, cross-referral opportunities, and expanded client service capabilities. This opportunity is ideal for an existing financial services firm, independent advisor, CPA practice, insurance group, or financial professional looking to expand through acquisition. The company benefits from recurring client relationships, an established digital presence, educational content marketing, and a scalable operating model.The business has developed strong brand credibility through ongoing market commentary, retirement education content, and financial planning resources that help generate and retain client relationships. Services are designed around long-term client engagement and portfolio management, creating strong recurring revenue potential and client retention opportunities.

Cash Flow $173,469
Revenue $331,300

Asking Price: $399,000

Confidential Sale of The proprietary Kios Pos Soft

Not Disclosed, FL
Broward County

This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon historical revenues, cash flow, or SBA-financeable earnings.The platform has been developed to support self-service ordering, payment processing, and customer engagement across a variety of retail, hospitality, food service, and other customer-facing environments. The transaction includes the software platform, source code, intellectual property, branding assets, documentation, and related technology assets.Ideal buyers include strategic acquirers, payment processing companies, POS providers, kiosk manufacturers, software developers, industry operators, or technology firms seeking to expand their self-service and automation capabilities through acquisition rather than internal development.Key Highlights:• Proprietary self-service kiosk POS software platform• Established technology with scalable applications across multiple industries• Secure transaction processing and modern user interface• Intellectual property and software assets included in sale• Strategic acquisition opportunity for industry participants and technology companiesProspective purchasers should evaluate this opportunity based upon the value of the technology, intellectual property, development cost, strategic synergies, and future commercialization potential rather than historical business earnings.Please refer to listing number 0101628253, business broker Tom Milana, 561-702-6867, when inquiring about this listing.

Cash Flow Not Disclosed
Revenue Not Disclosed
$ Owner Financing Available

Asking Price: $1,500,000

Highly Reputable Roofing Co. – Booked Schedule

Not Disclosed, KY
Kenton County

This well-established exterior services company has built a strong reputation for quality workmanship, reliability, and customer satisfaction over more than a decade in business. Founded in 2015, the company has experienced consistent year-over-year growth and enters each busy season with a full pipeline of scheduled projects already booked in advance.The company performs a large amount of commercial roofing work while also servicing select residential customers. Management continues to strategically expand its commercial roofing division, creating additional opportunities for growth and recurring business relationships.The business operates with three highly involved owners who actively oversee day-to-day operations while also remaining engaged in field production and customer relationships. The company is supported by four employees along with four dependable subcontractor crews that allow operations to scale efficiently during peak demand periods.A significant strength of the business is its loyal customer base, with approximately 70% of revenue generated from repeat customers and referrals. The company has earned a strong reputation within its market for professionalism, responsiveness, and high-quality service, leading to ongoing referral-driven growth and long-term customer relationships.This opportunity is ideal for a strategic buyer or owner-operator seeking a proven, scalable company with established systems, strong community reputation, recurring customer relationships, and continued growth potential.

Cash Flow $380,114
Revenue $1,457,797

Asking Price: $500,000

Established Corporate Financial Management Platform

San Juan, PR
San juan County

Established Corporate Financial Management Platform | Asking Price: $500,000This is a rare opportunity to acquire a fully operational, proprietary Corporate Personal Finance Management (PFM) platform built exclusively for businesses and institutional users. Unlike consumer-facing budgeting apps, this platform was engineered from the ground up to address the unique cash flow, compliance, and financial visibility needs of corporate entities. Over $800,000 has been invested to build, develop, and establish this platform over the past decade.The platform has been operating for over 10 years, serving a loyal base of 200 active corporate users with an established technology stack, proprietary database, and active cloud infrastructure. The business is offered as a complete asset sale — including all software, intellectual property, user base, branding, and operational infrastructure — at a below-market valuation relative to its replacement cost and strategic value.What you're acquiring:✔ Fully operational proprietary software platform✔ 200 active licensed corporate users✔ Microsoft Azure cloud infrastructure✔ 10 years of proprietary database architecture & IP✔ All source code, branding, domain & digital assets✔ 9,200 social media followers✔ Established vendor & cloud service relationships✔ Fixed assets valued at $538,203 — exceeding the asking priceWhy this beats Competing Software:→ Built for corporations, not bookkeepers→ Real-time financial health dashboard — not just a ledger→ Client owns all data — no third-party monetization→ Flat licensing model — no per-transaction fees→ White-label ready for banks, credit unions & financial institutions→ Puerto Rico & Latin America market foothold — 10 years establishedThe opportunity: Infrastructure is built. Users are active. The platform is ready to scale. An acquirer with commercial sales resources can immediately expand the 200-user base into SMEs, cooperativas, and financial institutions across PR and LATAM — or license the platform white-label to banks seeking branded corporate PFM tools. All of this is available at $500,000 — a fraction of the capital already deployed. An NDA is required for more Information, such as detailed financials, client list, business name, Intellectual Property & More

Cash Flow Not Disclosed
Revenue Not Disclosed
$ Owner Financing Available

Asking Price: $700,000

Senior Medical Care Mgmnt & Fiduciary Services

Peoria, AZ
Maricopa County

This well-established geriatric care management firm has served the community for multiple decades, building a distinguished reputation in specialized senior care services. The company operates within a strategic location surrounded by senior living communities and complementary healthcare facilities and like businesses, positioning it advantageously within the target market.​Operational Excellence:The organization maintains a fully bonded team of professionally trained W-2 employees who deliver comprehensive (90%) care management and (10%) fiduciary services. The company has developed specialized expertise in dementia care and mental health services, addressing the complex needs of elderly clients and their families with sensitivity and professionalism.Service Portfolio:- Comprehensive geriatric care management- Professional fiduciary services- Specialized dementia care coordination- Mental health support services- Individualized client and family consultationNote: Financial client services has not yet been added but could be offered by a new owner to create an additional revenue stream.Business Structure:The company has established systematic operations with trained staff and proper channeling and referral protocols. The current ownership structure allows for continued seller involvement as a compensated employee with healthcare benefits, though operational leadership will transfer to the new owner who must maintain daily involvement in business operations.

Cash Flow $224,908
Revenue $672,644

Asking Price: $850,000

Established Tree Service Co. — Salt Lake County | $285K SDE | Commercial Book

Not Disclosed, UT
Salt lake County

Established arboriculture and tree services company serving the Wasatch Front since 2019. The business has built a stable, commercial-anchored book of business generating $655K–$677K in annual revenue for three consecutive years, with seller's discretionary earnings consistently in the $280K–$300K range — a mature 43% SDE margin profile that reflects disciplined pricing and efficient route economics across a dense service territory.Revenue is heavily weighted toward commercial accounts: multifamily / apartment communities, HOAs, retail centers, hospitals, and property management firms. The largest single customer represents under 10% of trailing-twelve-month revenue, and the top ten accounts together drive roughly 31% of three-year revenue — well below typical buyer-concentration concern thresholds. Residential work makes up only 10–15% of the book by design; the owner has deliberately focused the company on repeat commercial relationships rather than one-and-done residential leads.Services provided include tree removal, structural pruning and trimming, stump grinding, plant health care (Arborjet injection, fertilization, pest and disease treatment), and storm response. The company holds a Utah pesticide applicator's license, enabling chemical treatment work that many regional competitors cannot legally perform.The included equipment package is modern, well-maintained, and conservatively valued at approximately $402,000. The fleet is sized for a single primary crew with capacity to add a second crew without significant capital outlay.The team consists of four long-tenured field employees with 5 to 7 years of company tenure each, including a lead climber/foreman, an assistant foreman/lift operator, a lead groundman, and a secondary groundman. All are full-time W-2 employees and U.S. citizens with valid driver's licenses. The owner runs bids, scheduling, and back office.Marketing has been entirely word-of-mouth and reputation-driven for seven years — there is no active sales program, no paid digital advertising, and no dedicated business development resource. The website exists but generates minimal inbound demand. For a buyer with marketing or sales infrastructure, this is a clear and underwritable growth lever.

Cash Flow $283,000
Revenue $638,000

Asking Price: $125,000

Established B2B With Strong Deal Flow | High Growth &Recurring Revenue

Kissimmee, FL
Osceola County

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor seeking territorial control, consistent recurring deal flow, and long-term scalability within a professionally structured advisory model.The office operates under the world’s leading business brokerage franchise system, covering the high-growth Central Florida corridor. This region continues to experience sustained population migration, small business formation, franchise expansion, and investor acquisition demand—naturally generating consistent and increasing lead flow without reliance on heavy outbound prospecting.Established in 2023, the office has rapidly positioned itself as a recognized and trusted intermediary within one of Florida’s most dynamic economic regions. In a short period, the firm has built a strong reputation for professionalism and execution, including multiple businesses successfully resold twice—demonstrating repeat client engagement, transaction continuity, and long-term relationship equity.The exclusive territory encompasses a broad, economically active region filled with small and mid-sized businesses, creating a substantial and renewable pipeline for:• Business sales representation• Exit planning advisory• Business valuations• Buyer representation• Franchise and resale advisoryOperating within the B2B professional services sector, the firm follows a commission-based, asset-light model with strong margins and scalable earning potential. The structure allows expansion through additional broker recruitment without significant capital expenditure.A key differentiator of this opportunity is the extensive transition support offered by the current owner. The seller is committed to ensuring a smooth and strategic handoff, including operational training, relationship introductions, pipeline transition guidance, and ongoing advisory support during the transition period. This significantly reduces risk and accelerates continuity of revenue.Key Advantages• Exclusive, protected Central Florida territory• Positioned within Florida’s fastest-growing economic corridor• Backed by the largest global brokerage network in the industry• National brand authority and structured training systems• Marketing, and transaction management tools• Co-brokering access across a nationwide buyer network• Natural market-driven lead generation fueled by regional growth• Strong referral pipeline from satisfied sellers and professional partners• Repeat clients and multi-cycle resale track record• High-margin, low overhead professional services model• Extensive owner transition and onboarding supportThe combination of brand authority, protected territory, natural economic tailwinds, and repeat transaction history creates a durable and scalable platform opportunity that independent brokerages typically cannot replicate.This is not a startup concept—it is an established, momentum-driven brokerage platform positioned within one of the most economically active regions in the Southeast.Confidential details available upon execution of NDA.For more information, call 757-292-9930.

Cash Flow Not Disclosed
Revenue $290,000

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