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Established and highly regarded as one of the top national coverage insurance firms, this Chattanooga, TN based insurance agency with a business book of $5.0 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 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.
This business has been in operation for decades. It is a single owner operator that has built a loyal clientele providing P&C insurance to clients in LA County. The Business owner is ready to retire and sell her book of business to a qualified buyer. Even though the owner has been ready to retire for some time now, the past couple of years has shown small but steady growth. She is now ready to finally retire and pass on this excellent book of business to a buyer that is cares about taking great care of their clientele.
Established in 2013, this full-service accounting and tax practice serves small businesses and individuals across Northeast Wisconsin. Services include tax preparation and planning, bookkeeping, payroll, and business consulting. Roughly 90 percent of revenue recurs year to year, split about evenly between tax work (54 percent) and ongoing accounting, bookkeeping, and payroll (46 percent).Trailing twelve-month revenue is approximately $409,000 with owner cash flow of approximately $265,000, a margin well above the industry norm. Financials are clean and cash basis, tax returns match the books, receivables are collected monthly, and the business carries no debt. No single client exceeds 10 percent of revenue.The team is the owner, one full-time degreed accounting professional, and one part-time staff member. The practice runs on Sage 50. Offered at $635,000 for the business assets and goodwill; cash and accounts receivable are retained by the seller. The owner is not in a hurry and is willing to train a buyer. An Enrolled Agent or CPA credential is recommended for the buyer. Confidential listing; details provided after a signed NDA.
This is an established, fully remote tax preparation and entity compliance practice founded in 2022 and serving individual and small-business clients in all 50 states. It operates with no office lease, no physical premises, and no employee payroll, running entirely on a cloud platform that holds client files, billing, and workflow.In 2025 the practice collected $210,359 in client-facing fees across 241 client returns, and 2026 is running ahead, with billings of $203,165 by mid-October, 97% of the full prior year, and the average return fee up about 12%. The client base is unusually diversified. The largest single client was 1.2% of fees and the ten largest combined about 9%, so no relationship carries the business. Revenue is traced invoice by invoice to the billing systems and to bank deposits.Tax returns were historically prepared by an outside CPA firm that retained about $71,370 of 2025 fees. A buyer that prepares returns in-house keeps the full client fee, which is the central upside. The ideal buyer is an existing tax firm or a credentialed tax professional.The owners are pursuing other ventures and will provide a four-week transition and a five-year non-solicitation covenant. Offered at $220,000, cash at closing. Represented by First Choice Business Brokers Utah (FCBB Summit office). NDA required.
Established in 2021, this franchised real estate wholesaling business sources off-market residential properties in a large metro area and assigns purchase contracts to a network of cash investors. The company operates under a national franchise brand with locations in more than 20 states, giving the owner access to proven systems, training, and a corporate deal-marketing program that generates buyer leads on every property placed under contract.The business is 100% virtual. There is no office, lease, or physical inventory, and the owner and all six team members work remotely. The current owner operates in a management role at roughly 10 hours per week, focused on hiring, training, and oversight, while the team handles acquisitions, dispositions, and transaction coordination.The recent softening reflects a deliberate step back by the owner and a near-complete team rebuild in the past year, with several team members still inside their first 90 days. The owner is selling to focus on family and other real estate ventures. Seller financing may be considered for a qualified buyer at a higher price point.
Where science meets the deal table. This highly differentiated profitable investment bank is built exclusively for life sciences and healthcare, advising biopharma, medtech, diagnostics and related healthcare companies on M&A, capital raising and strategic transactions. Senior bankers with deep sector and transaction experience run every engagement themselves, from the first conversation through closing, and position each asset for strategic and financial buyers, while long-standing client relationships generate repeat and referral mandates. The firm has been profitable on a reported basis in every year from 2023 through 2025 with a mid-20s average reported EBITDA margin, and management projects 2026 at roughly $6.1MM in revenue and $2.0MM in reported EBITDA. Management has also identified roughly $8MM of success fees across six mandates expected to close by the first quarter of 2027, none of which is included in the 2026 projection. Reported results include certain non-recurring items, detailed in the CIM. Revenue combines advisory fees that are not contingent on a closing with success fees earned at closing, giving the business a fee base between transactions and upside when deals close.The owners are seeking a strategic or financial partner to acquire the business and will reinvest approximately $6.0MM of their sale proceeds back into the business at closing to fund a well-defined and market-aligned growth plan with a clear path to liquidity. The buyer will control how it is deployed, so senior leadership stays invested in what comes next. Confidentiality is paramount in a relationship-driven business, so the location and identity of the Business will be shared once a qualified buyer is vetted.NDA is required to receive comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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!
Well-established, community connected Tax Accounting Firm located 90 minutes southwest of the cities available. Turnkey operation Stable, multi-generational accounts in place Known for trust-worthy advice and tax work Currently performing minimal accounting work outside of tax presents opportunity for future growth Current office available for rent, possible future purchase opportunity.
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
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.
Established Insurance franchise opportunity specializing in Auto insurance. Highly visible location in East Fort Lauderdale. This turnkey insurance agency benefits from strong traffic, excellent visibility, and an established presence in the community. The franchise is a recognized brand offering auto, home, commercial, renters, and other insurance products. Franchise offers Progressive & GEICO and many more appts. This is ideal for an owner-operator or insurance professional looking to acquire an existing location rather than starting from scratch. Franchise systems, brand recognition, and an established operating platform provide a strong foundation for continued growth. Excellent opportunity in the desirable South Florida market. Owner operator makes $183k for 2025. One week Franchise training in Miami. Buyer pays transfer/training fee. Buyer must be approved by franchisor. Buyer must have 220 license. Great books &records. 2025/2024 Tax Returns on file.
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.
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.
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.
This established tax preparation and bookkeeping practice has served individuals and businesses in Southeastern Massachusetts for more than 20 years. Services include individual, business, rental-property and trust tax returns, as well as recurring bookkeeping services.The practice benefits from a long-standing client base, strong online reviews and continued new-client acquisition despite having conducted virtually no paid advertising in recent years. Operations have been modernized through a secure CRM and client portal that supports digital document exchange, electronic signatures, online payments and remote tax preparation.The business is currently operated by the owner, who serves as the primary tax preparer, with support from an office manager. This opportunity may be particularly attractive to an experienced tax preparer, Enrolled Agent, CPA or complementary financial-services firm seeking an established platform with meaningful expansion potential.The owner is selling due to time constraints unrelated to the performance of the business. Additional information will be provided to qualified buyers following execution of a confidentiality agreement.
Confidential opportunity to acquire the only bookstore serving a year-round mountain resort community in Montana, with no bookstore within about an hour. The store is profitable, growing, and fully systematized, with documented procedures and a roughly three-week ramp for a new bookseller, and it holds the strongest retail position on a walking Main Street. Trailing-twelve-month revenue is $656,478 with seller's discretionary earnings of $146,215, a gross margin near 49 percent, and no debt. It runs with two working owners plus one full-time and one part-time employee and about 8,000 curated titles, roughly 98 percent of the books returnable to publishers for credit. A curated backlist of 250 proven titles, each selling more than 15 copies a year, transfers already identified. Beyond the numbers, the store is a welcoming anchor in its community and a new owner inherits that goodwill. Asking price is $425,000 for the business, plus inventory at documented cost of about $70,000, all cash for the business. The owners also own the real estate, available separately for lease or purchase. Growth is left in online sales, author events, institutional accounts and email marketing. Two to four weeks of training provided. NDA required before identifying detail is shared.
This established title and escrow agency has served the Washington, DC metro area, one of the nation's wealthiest residential corridors, for approximately fifteen years. The business handles residential purchase, refinance, and commercial settlements from contract through closing, disbursement, recording, and policy issuance. 2026 pro forma revenue is approximately $2.07 million with Seller's Discretionary Earnings of approximately $853,000, an approximately 41% SDE margin, with closed files pacing 24% ahead of last year. Day-to-day production runs on a leading cloud title platform through a tenured, licensed staff with attorney capability, and remote and online closing infrastructure can close for parties located almost anywhere. Escrow is professionally reconciled by an independent outside firm every month, dual approval is required on every wire, and industry-standard wire-fraud verification tools are in place.
Our client is a professional services firm whose revenue is on track to roughly double this year. Revenue was approximately $614,000 in 2024 and approximately $642,000 in 2025. The first five months of 2026 alone produced approximately $652,000, more than the whole of the prior year, and monthly revenue rose approximately 172 percent from January to May 2026, from roughly $81,000 to roughly $220,000. On that five-month run rate the company is tracking to approximately $1.6 million for 2026, roughly two and a half times 2025. The May month taken on its own annualizes to more than $2.6 million, though that is a single-month data point rather than an established trend and may fluctuate before year end. Growth of that order in a services business is uncommon, and here it has been achieved with almost no paid marketing.The firm places an experienced senior leader in charge of a client organization’s growth problem and then builds a custom team of specialists around that leader to execute it. It operates entirely remotely across the United States and carries no office, no lease, no inventory and no production equipment of any kind. What makes it unusual is that it serves three distinct markets through one delivery model: for-profit companies, traditional donor-funded nonprofits, and a growing category of nonprofits building earned-revenue capability to offset declining donor, philanthropic and government support. That third market is the strategically differentiated one. Reducing a nonprofit’s dependence on grants and donations calls for commercial capabilities in market assessment, offer development, pricing, partnerships and sales, and very few providers can credibly do both halves of that work.What also distinguishes the firm is where its engagements begin. Most providers in this space start with inputs, asking how many articles should be written, what the website should include, or how often the organization should post. This company starts with the outcome. It asks what result the organization actually needs, what is standing in the way, and what combination of strategy, people, process and technology will move it. The work is measured in revenue, funds raised, pipeline, successful campaigns and organizational capacity rather than in activity.Most engagements open with a structured diagnostic that assesses the organization’s position, identifies its most important opportunities and barriers, sets measurable goals and converts those findings into an implementation plan. Execution then runs in ninety-day sprints so resources stay focused and progress can be measured and corrected. The diagnostic, the sprint method, the engagement leadership model, the review cadence and the approval process are documented internally as a proprietary operating framework that transfers with the business, along with the brand, the templates, the client workflows, the partner recruitment and onboarding materials and the training resources.The economics are built on a deliberately lean structure. A small core team of four employees carries the fixed cost, and roughly fifteen vetted independent consultants are engaged around each specific engagement, so delivery capacity expands with demand rather than ahead of it. Revenue comes from month-to-month retainers, fixed-fee projects, ninety-day sprints and selected hourly work, with initial engagements generally starting at $5,000 or above. Gross margin ran 56.8 percent for the five months to May 31, 2026 and net margin 20.6 percent, so profitability held up through the ramp rather than the growth being bought with discounting. The balance sheet is clean, with no line of credit balance, no receivable or payable older than thirty days, and nothing payable to shareholders.Client relationships are durable and the growth has been earned rather than bought. Approximately 70 percent of new clients arrive through referral and existing professional relationships, with the balance from thought leadership, inbound inquiries, networking and targeted business development. Most clients remain for more than a year and several relationships have run two to three years, expanding into new scopes and additional projects along the way. Twenty-eight client accounts carried revenue in the first five months of 2026, the largest of them representing approximately 13 percent of year-to-date revenue, and client concentration has eased in each of the last three years as the client count has grown.The most obvious path to accelerated growth is straightforward and does not require reinventing anything. The founders currently originate most new business themselves, so adding dedicated sales capacity beyond them, introducing the firm to an acquirer’s existing client base, building senior engagement leadership, converting more diagnostics into full execution work and increasing the recurring share of revenue would each move the business materially. The constraint today is reach rather than capability.The owners are exploring a transaction to understand how the market values the company and whether the right strategic or financial buyer could accelerate its next stage, and they are seeking a buyer who values a proven model, a durable client base and a transferable delivery method rather than one buying revenue alone. Both owners would prefer to remain involved after a transaction and expect to work another five to ten years, with the shape of that involvement to be discussed once buyer, valuation and structure are known. Confidentiality is a concern for the seller while the right buyer is identified, so the specific city, exact ZIP and name of the business are shared only after a prospective buyer signs an NDA and is vetted, and the location and ZIP shown above reflect the broader market area rather than the operating location.NDA is required to secure a comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Freight Brokerage Agents Wanted – Bring Your Existing Book of BusinessExperienced Freight Brokers & Agents Wanted | 70% Commission $5,000 Signing BonusNationwide opportunity An established freight brokerage is seeking experienced freight brokers/agents with an existing book of business generating at least $25,000 in gross monthly sales.This opportunity is designed for freight professionals who already have established customer relationships and are looking for a platform that provides the technology, back-office infrastructure, and operating support needed to service and grow their business—without having to shoulder the overhead of running a standalone brokerage.Opportunity Highlights-Your current book of business must be at least $25,000 in gross monthly sales-70% of commissions to the agent-$5,000 signing bonus after 6 months -Brokerage covers all operating costs once signed on-Full back-office support-Ascend TMS transportation management system-Access to historical customer data-Truckstop Load Board access-DAT access-Established brokerage infrastructure-Opportunity to focus on sales, customer relationships, and growing your book of businessIdeal Candidate-This opportunity is best suited for an established freight broker, freight agent, logistics professional, or transportation sales professional who has an existing customer base and is currently generating at least $25,000 per month in gross sales.-Instead of managing the administrative and operating expenses associated with running a brokerage independently, agents can leverage the brokerage's existing infrastructure and resources while retaining 70% of the commission.-The brokerage provides the technology and operational support, allowing experienced agents to concentrate on what they do best: building customer relationships, booking freight, and generating revenue.A Turnkey Platform for Experienced Freight Professionals-For brokers with an established book of business, this is an opportunity to transition to a platform with the systems and support already in place. With TMS technology, load-board access, historical customer data, and full back-office support, agents can operate with significantly less administrative overhead.-Bring your customers. Bring your experience. Let the brokerage handle the infrastructure.$5,000 Signing Bonus | 70% to Agent | $25,000 Monthly Gross Sales Required
Opportunity to acquire an established Southwest Metro CPA practice serving individual, business, trust and estate, bookkeeping, payroll, and consulting clients.The practice generated approximately $229,000 in 2025 revenue and $155,000 in seller’s discretionary earnings. Individual tax preparation represents approximately 60% of revenue, with an average fee of roughly $400 per return. The remaining revenue is generated primarily from business tax returns, bookkeeping, payroll, and other recurring client services.The practice is owner-operated with seasonal 1099 support and utilizes Drake, QuickBooks, Microsoft Office, and ShareFile.This opportunity may be an attractive fit for an existing CPA, Enrolled Agent, or tax and accounting firm looking to add a recurring client base in the Southwest Metro. Growth opportunities include expanding bookkeeping, payroll, and other recurring services across the existing client base.The seller would like to transition toward retirement and is willing to provide seller financing to a qualified buyer.Interested buyers should have approximately $30,000 in available capital for the down payment. Listing ID: 59812
This opportunity represents a tech-enabled energy advisory and cost management firm serving commercial and multi-location clients across the United States. The business specializes in reducing utility expenses through a combination of utility bill auditing, energy procurement, and ongoing portfolio management, delivering measurable cost savings to clients with minimal upfront commitment. The company operates on a highly attractive model that includes recurring revenue and performance-based income streams, with clients engaged through multi-year contracts and long-term relationships. A key differentiator is its integrated service offering, combining auditing, procurement, and data management—capabilities typically only offered by much larger firms. The business is supported by proprietary software that aggregates and analyzes client utility data, enabling scalable operations, strong client retention, and enhanced reporting capabilities. Additionally, the company benefits from established infrastructure and required licensing for energy procurement, creating meaningful barriers to entry. Currently operating with minimal owner involvement, the business is run by an experienced team handling day-to-day operations. New client growth has been intentionally limited in recent years due to ownership focus on other ventures, presenting a clear and immediate opportunity for expansion through reactivation of proven outbound sales strategies. This is an ideal opportunity for a strategic buyer or operator seeking a scalable, recurring-revenue business with strong margins, defensible positioning, and significant growth upside in a fragmented and essential industry. Office ID: ABB26016 Visit www.AlpineBusinessBrokers.com for additional Utah Business for Sale Listings. Real estate transactions brokered by Alpine Business Brokers, LLC
This is a rare opportunity to acquire a well-established tax preparation serving individuals, families, and small businesses throughout the Central Alabama market. The company has built a strong reputation for personalized service, accuracy, client retention, and community trust over many years of operation. The business generates recurring annual revenue through income tax preparation services, bookkeeping support, tax planning, and related financial services. Its loyal client base, proven operating systems, and experienced staff provide a strong foundation for continued growth and profitability.
Opportunity to acquire an established Twin Cities tax portfolio generating approximately $1.15 million in annual revenue. The portfolio includes approximately 1,000 recurring engagements, consisting of roughly 70% individual returns and 30% business, trust, gift, and related tax work. Average fees are approximately $966 for individual returns and $1,685 for business returns, with a $900 minimum for most individual clients.The practice uses a cloud-based CCH Axcess workflow. No employees are included or available with the portfolio. The ideal buyer is an established CPA or tax firm with sufficient staff, technology, and operational capacity to absorb and service this volume of work effectively. The buyer should ideally be located in the Twin Cities. Listing ID: 59771
This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company generates consistent revenue through a mix of recurring bookkeeping engagements and annual tax preparation services, creating predictable cash flow and a stable foundation for future growth.Services include bookkeeping, tax preparation, tax planning, payroll support, financial reporting, and related accounting services. The business benefits from long-standing client relationships, excellent retention rates, and a steady stream of referrals, reflecting years of trusted service and customer satisfaction.Operations are streamlined with proven systems and processes in place, allowing for efficient management and a seamless transition to new ownership. Significant growth opportunities exist through expanded marketing efforts, additional staffing, advisory services, and increased penetration within the existing client base.This turnkey opportunity is ideal for a CPA, Enrolled Agent, accounting professional, bookkeeping firm, or strategic buyer looking to expand their footprint, acquire an established client portfolio, and benefit from immediate recurring revenue. The owner is committed to supporting a smooth transition to ensure continued success and client retention under new ownership.
Established full-service CPA firm serving Southern Minnesota with approximately $1.90 million in trailing revenue and $989,000 in seller’s discretionary earnings. The diversified, recurring service mix includes individual and business tax preparation, payroll, bookkeeping, lawful gambling services, assurance engagements, and consulting.An experienced team supports tax, accounting, payroll, bookkeeping, audit, office management, and client service. Demand exceeds capacity: the firm continues to turn away multiple prospects each week.Growth opportunities include adding professional capacity, converting unmet demand, and expanding services. Real estate is available separately for $600,000 or may be leased. Listing ID: 59701
Light & Raphael is pleased to offer a title agency not affiliated with any business source for sale in Tidewater, Virginia. Revenues consist primarily of settlement fees and title insurance revenues. The company has a website but a limited social media presence. The turnkey business includes all equipment and fixtures. The seller is willing to assist with training as required. This is a wonderful acquisition opportunity for an established title company or underwriter.
In 2002 the Company began operations as a retail cigar and tobacco business, and has built a loyal customer base and a reputation for quality and service. In 2004, the owners strategically diversified by adding Money Service Business (MSB) operations, transforming the Company into a dual-revenue enterprise that has now operated continuously for over two decades.The MSB division provides a suite of essential, non-bank financial services, including money transmission, check cashing, and money order sales. The business is an important community asset and fills a critical need for individuals and businesses in communities that are often un-banked, positioning the Company as a vital access point for financial inclusion in its market. The business closely adheres to regulations regarding anti-money laundering (AML) and counterterrorist financing statutes, reflecting an established and compliant operating infrastructure that represents significant value to a prospective buyer.The combination of a long-standing retail tobacco operation and a recurring revenue financial services division gives the Company a diversified income base, entrenched community relationships, and a proven, resilient business model spanning nearly a quarter century.
This coastal South Carolina opportunity allows an established agency or agent to acquire a decades-old book of business supported by a dual-office presence and an experienced, licensed team. The firm operates on a streamlined weekday schedule, offering an efficient workflow that limits required owner hours while delivering stable recurring revenue. Acquiring this portfolio provides immediate market expansion, strong client retention, and seamless operational continuity through a dedicated, knowledgeable staff. With licensed agents and client support staff managing daily service and renewals, the agency presents an ideal bolt-on acquisition. Overhead can be greatly reduced or absorbed with an existing agency purchase.  An incoming buyer can easily integrate this sticky client base into their existing setup, capitalize on established community trust, and drive immediate cross-selling growth.
Established Religious Bookstore & Gift Shop | Loyal Customer BaseOwn a well-established specialty retail business serving a loyal customer base with an extensive selection of inspirational books, gifts, educational resources, and specialty merchandise. This opportunity includes approximately $100,000 in furniture, fixtures and equipment, $63,000 in inventory, and $27,000 in leasehold improvements, providing an excellent foundation for continued success. The business has earned a strong reputation for exceptional customer service and offers significant upside through expanded e-commerce, digital marketing, and strategic partnerships with community organizations. This opportunity is ideal for an owner-operator or entrepreneur looking to acquire a respected retail business with a loyal following and multiple avenues for future growth.Investment HighlightsEstablished specialty retailer with a loyal and repeat customer baseApproximately $190,000 in tangible assets included in the saleDiverse product selection serving a dedicated niche marketSignificant opportunity to expand online sales and digital marketingStrong potential for partnerships with local organizations and community groupsIdeal owner-operator business with an established foundation for growthTo learn more about this confidential opportunity, contact Cary Frumes.
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
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