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This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play platform for a new operator.Do not inquire further if you do not have a Farmer’s appointment.The 1,163 policies have averaged $23,500 in monthly commission over the past 4 years. 353 policies are Auto, 670 are Fire/Home,with around 50/90 for Commercial and Life. Details in the CIM.The client portfolio primarily consists of middle-aged households and business owners with multiple insured assets. These clients tend to value professional advice and service quality over price-shopping, which supports retention and policy longevity.A Buyer MUST have sufficient financial credentials to qualify and a Farmers appointment in good standing. Additionally, a Farmer’s representative must approve a sale, and the potential buyer must meet Farmer’s financial guidelines as outlined in the CIM.One full-time CSR/Producer and one part-time CSR, earning a total of $7,000 per month, round out the staff.Operating Expenses are a lean 600/month (utilities, internet, and insurance).NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Established and highly regarded as one of the top national coverage insurance firms, this Fredericksburg, VA based insurance agency with a business book of $6.1 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 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.
SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established in 2022, with their YouTube presence dating back to 2010, giving the brand over a decade of digital authority in the insurance space. This company focuses on helping home and auto insurance shoppers make informed decisions. Their content answers real buyer questions and attracts high-intent consumers who are already searching for coverage options. Instead of chasing traffic with paid ads, they rely on consistent educational videos and topical industry updates that position the brand as a trusted guide.The foundation of this opportunity is a YouTube channel with more than 38,000 subscribers and 812,000 annual views. Monthly views range from 38,000 to 70,000, and the channel generates RPM rates of $72 to $83, which is strong for finance-related content. In 2025 alone, AdSense revenue reached $67,404. Content is published 1-2 times per week, with 78% evergreen material and 22% focused on trending industry topics. Educational videos account for 54% of the content mix, while promotional content accounts for 46%. This balance keeps the audience engaged while guiding viewers to request a quote. All leads originate directly from YouTube traffic, creating a clear and easy-to-follow acquisition path. The brand was built with transferability in mind, and the content focuses on subject matter over personality, allowing for a smooth transition to new on-camera talent. Key Valuation Points• 100% Revenue from YouTube AdSense• 38,000 YouTube Subscribers• $123,880 Potential Lead Value• 812,000 YouTube Views• 3,100 hours of watch time annually• 29% Lead Conversion• $67,000 AdSense Revenue• $72-$83 RPM• 2,300 Organic Leads • 15,000 Email ListTraffic flows from video descriptions and calls to action into a dedicated quote request page. The funnel is managed inside Hublly (High Level), which handles form capture, routing, email notifications, and SMS alerts to assigned agents. The numbers speak clearly. The full quote form converts at 29%, while basic forms on other pages convert at 26%. Over 2,300 organic leads were generated in 2025, and the seller estimates each lead is worth an average of $40.The website recently began tracking more than 1,000 monthly visitors , with the quote request page accounting for 50% of page traffic. This shows clear buyer intent rather than passive browsing. The operation is lean, no ad spend, and no contractors currently in place, no copyright strikes or compliance concerns on the channel, no licensing dependencies are required for operation.Right now, revenue comes exclusively from AdSense, while the majority of generated leads are distributed without formal monetization agreements. This leaves clear room for expansion. Structured pay-per-lead or revenue-share partnerships with agents, carriers, or FMOs could immediately turn existing traffic into an additional revenue stream. There is also a database of more than 15,000 past quote requests that can be used to develop an email marketing channel. Increasing video publishing frequency, hiring additional content creators, launching paid campaigns, and expanding into new insurance verticals are all viable next steps.This is a rare opportunity to acquire a long-standing digital media asset in the insurance space with strong RPM rates, high-intent traffic, a proven 29% conversion funnel, and over 38,000 engaged subscribers. A buyer who understands digital publishing, lead monetization, or insurance distribution will see clear paths to scale both revenue and impact. This business is poised for continued success in the ever-evolving digital insurance landscape, making it an enticing prospect for those looking to capitalize on a thriving online market. Contact SellerForce today to explore this exceptional acquisition opportunity!SF623
Established and highly regarded as one of the top national coverage insurance firms, this Manassas, VA based insurance agency with a business book of $4.5 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 even higher Gross Revenues for the incoming owner.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.
SE Ohio Accounting and Tax Practice established 30 yearsThis long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet peak season demands, as well as allowing for a successful transition to a new owner. The current owner of the practice is also open to continued involvement.The practice has a nice mix of revenues, providing for year-round cash flow. Services provided include individual return preparation (43% of total revenue), Payroll services to businesses (32% of total revenue), monthly business and non-profit bookkeeping (14% of total revenue), and business and trust tax return preparation (11%).This is an excellent opportunity for an individual looking to step into a turn-key accounting and tax practice. It would also be a profitable addition for an existing practice/firm looking for an expansion opportunity.
PRE-REVENUE DIGITAL GIFT CARD EXCHANGE PLATFORM (TURNKEY INFRASTRUCTURE ASSET) Digital gift card platform which enables users to exchange purchased or received gift cards. Send and receive digital gift cards across a wide network of major U.S. brands, including national retailers, restaurants, and consumer services. The platform’s core differentiator is its flexible exchange feature, allowing recipients to swap unwanted gift cards for alternatives they prefer. This creates a “regret-free gifting” experience that increases redemption rates and improves end-user satisfaction compared to traditional single-brand gift card models. The system includes a consumer-facing web and mobile experience, backend gift card distribution integrations, fraud prevention tooling, and a scalable architecture designed to support both B2C and potential B2B use cases such as corporate rewards, incentives, and promotional campaigns. Positioned as a turnkey digital gifting infrastructure asset that could be leveraged by fintech companies, loyalty platforms, marketplaces, or marketing technology providers looking to expand into digital value distribution without building the stack from scratch. Assets include brand trademarks, platform codebase, domain assets, and existing supplier integrations. NDA AND PROOF-OF-FUNDS REQUIRED TO ACCESS CONFIDENTIAL INFORMATION.
Established and highly regarded as one of the top national coverage insurance firms, this Saratoga Springs, NY based insurance agency with a business book of $4.2 million in recurring policy premium renewals is currently for sale. Higher than average policy retention rate. 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 significantly increased Gross Revenues for the owner over the next 12 months. 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 Albany, NY based insurance agency with a business book of $4.4 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. 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 significantly increased Gross Revenues for the owner over the next 12 months. 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 nationwide insurance firms, this Portland, Oregon based insurance agency with a business book of $3.2 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. 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 substantial increases in Gross Revenues for the owner over the next 12 months. PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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 Madison, WI 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. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate significantly increased Gross Revenues and increased income earnings for the owner over the next 12 months. 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 nationwide insurance firms, this Everett, WA based insurance agency with a business book of $4.2 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. 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 increased Gross Revenues over the next 12 months.PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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 professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a reputation for reliability and exceptional service. The business operates with a dedicated team and a strong presence in the professional fiduciary industry.
Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims throughout the State of Florida. With an average portfolio of 200 open claims are included with the sale, this business is primed for growth and offers significant potential for a new owner to step in and hit the ground running.Key Features:Diverse Services: The firm boasts expertise in a wide array of insurance claims, including water damage, fire damage, mold remediation, wind-related damages, and flood claims. This diverse service offering ensures a steady stream of clients and a resilient business model.An additional revenue for generating immediate cash flow lies in accounts receivable. This financial advantage makes it an attractive proposition for potential buyers looking to invest in a thriving business.In-House Processing: Unlike many competitors, the company handles its processing internally, reducing costs and streamlining operations. As a result, they have an edge in offering competitive pricing and efficient services.Experienced Management: The presence of an active manager, well-versed in the intricacies of the industry, is a boon for potential buyers. This manager is ready to transition into the owner's role and can provide essential cross-training to new employees, ensuring a seamless transfer of responsibilities.Non-Licensed Ownership: The owner of this business can be a non-licensed individual, eliminating licensing hurdles. However, it is essential to have a licensed primary adjuster listed within the company, who can be employed in-house.Expansive Coverage: While the main focus is on South Florida, the company extends its reach across the entire state through strategically positioned satellite offices. This widespread coverage area enhances the potential for growth and market penetration.Opportunities for Growth:The company has already established itself as a prominent player in the Florida insurance claims market. However, there remain several avenues for growth, including:Marketing and Branding: Investing in targeted marketing campaigns and enhancing the brand's online presence can attract new clients and increase awareness within the industry.Expansion of Services: Diversifying the range of services offered, such as handling claims in neighboring states or expanding into related insurance fields, can open up additional revenue streams.Client Relationship Management: Strengthening customer relationships and focusing on client retention can lead to recurring business and positive word-of-mouth referrals.This public adjuster firm presents an exceptional prospect for aspiring entrepreneurs and investors looking to capitalize on the thriving insurance claims industry in Florida. With its impressive portfolio of active claims, robust cash flow potential, and experienced management in place, the business offers a solid foundation for immediate success and continued growth. Don't miss this chance to take the reins of a well-established and profitable venture in the heart of South Florida. Contact us now to seize this unique opportunity!2025 Revenue: $1,106,956 | SDE: $650,824
The business offers human resources consulting and managed services designed to help organizations effectively manage their employees, processes, and compliance requirements. The firm assists clients with strategic HR planning, policy and procedure development, employee relations, performance management, payroll administration, benefits and compensation support, talent acquisition, and HR technology implementation. With flexible engagement models including retained HR support, project-based work, and interim services, the business functions as an extension of its clients' teams. This approach reduces administrative burdens, mitigates risks, and allows leaders to concentrate on business growth and operations. “ALL BUYERS MUST PROVIDE BIO & PROOF OF FUNDS, before RECEIVING ANY INFORMATION.”
This is a rare opportunity for an entrepreneur to acquire an established agency in the beautiful rapidly growing community of Ft. Myers, FL Located near the upcoming newly renovated Royal Palm Square multi-use development. This agency is a great opportunity for an aggressive owner to grow cross-sells and overall new business. Agency has good Retention ratio and a profitable Loss Ratio, both areas are favorably aligned with Allstate compensation and bonus programs. Agency owner is motivated to sell and is retiring from industry.
The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance. Operating for more than a decade, the Business has established a defensible market position supported by experienced management, conservative risk selection, and a focus on preferred commercial risks. The Company has produced stable premium volume with favorable loss experience across multiple underwriting cycles.In addition to its core insurance operations, the Company has developed a fully built, scalable operating infrastructure that supports underwriting, claims management, regulatory reporting, and policy administration. The platform is designed for efficiency, speed, and compliance, enabling rapid deployment in new jurisdictions without material incremental investment. Claims handling and loss control are managed internally, resulting in accelerated claim resolution and reduced long-tail exposure.This opportunity is well suited for a strategic acquirer or insurance partner seeking immediate operating capability, experienced personnel, and a foundation for disciplined expansion in workers’ compensation. The Business offers a rare combination of proven execution, operational readiness, and growth optionality, without reliance on aggressive underwriting or unproven assumptions.NDA is required to secure a comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Established and highly regarded as one of the top nationwide insurance firms, this Chicago, IL based insurance agency with a business book of $7.2 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. 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 income earnings over the next 12 months. PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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 established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team structure with remote customer service representatives and a dedicated sales professional, allowing for efficient operations and strong client retention. Revenue is generated through a combination of purchased leads and referrals, with expansion potential available through additional state licensing.
This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric book of business in North Carolina's vibrant coastal region.Business OverviewSpecializing in small business formation, bookkeeping, payroll processing, and full-spectrum tax preparation, this practice has earned an impeccable reputation through organic word-of-mouth referrals and prominent Google search visibility. With a curated client base emphasizing long-term, high-quality relationships—many spanning over 15 years—the business prioritizes profitability and client satisfaction over high volume.Financial HighlightsAverage Annual Revenue: $226,534Average SDE: $123,675Key StrengthsOver 25 years of proven operational success and deep client loyaltyOrganic growth via referrals, eliminating the need for paid advertisingTop-tier Google rankings for consistent, cost-free lead generationPremium customer service with same-day response timesEfficient home-based model minimizing overhead costsStrategic client selection focused on high-value, profitable accountsProven track record of seamlessly replacing lost clients with superior onesTransition SupportThe seller is committed to a seamless handover and is offering subcontracted support throughout the 2025 tax filing season to maintain client relationships and ensure uninterrupted operations.This ready-to-operate, turnkey book of business delivers immediate cash flow and expansive growth prospects in one of North Carolina's most sought-after markets. Ideal for buyers ready to step into a stable, scalable venture with minimal startup risk.
Established and highly regarded as one of the top national coverage insurance firms, this Manassas, VA based insurance agency with a business book of $4.2 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. Seller may be willing to offer some 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 significantly increased SDE to the owner in 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 Ogden, Utah based insurance agency with a business book of $5.8 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 $695k-$895k 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.
Established and highly regarded as one of the top national coverage insurance firms, this Scottsdale, AZ 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. 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 $695k-$925k 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.
Established and highly regarded as one of the top national coverage insurance firms, this Phoenix, AZ based insurance agency with a business book of $4.2 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. 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 $525k-$725k 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.
Established and highly regarded as one of the top national coverage insurance firms, this Avondale, Arizona based insurance agency with a business book of $3.1 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 $395k-$595k 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.
Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent opportunity for a buyer to step into a stable, relationship-driven practice with consistent, recurring demand.The business serves a loyal base of long-term clients located throughout the U.S., providing recurring bookkeeping and tax services year after year. Client retention is strong, and revenue has grown steadily through organic means, with approximately 4–5 new clients added annually.New business is generated almost entirely through word-of-mouth referrals, underscoring the firm’s strong reputation, client satisfaction, and trusted relationships. With minimal marketing currently in place, there is meaningful upside for a buyer who wishes to invest in growth, expand service offerings, or scale operations.This opportunity is well suited for a CPA, EA, or experienced accounting professional seeking a turnkey practice with dependable cash flow, flexible operations, and a solid foundation for continued expansion.
This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The store includes a well-trained tenured employee who can run day to day operations. Even though the store has a franchise name, there is no franchise license fee and no royalty fees for the business. Please put in an inquiry or contact Tom Covello at tcovello@tworld.com to receive the NDA and more information.
A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes approximately 450 individual clients with long-term loyalty and strong ties to the local community.This book of business features documented processes, consistent annual demand, and reliable client relationships, allowing for a smooth transition and minimal ramp-up time. The current operator is committed to supporting the buyer during the transition period to ensure continuity and client retention.Ideal for an accounting professional or firm seeking to grow their client base through a stable, relationship-driven portfolio with room for service and revenue expansion.
Opportunity to acquire a fully operational, historically profitable small-business loan origination platform serving clients nationwide. This digital platform streamlines borrower acquisition, underwriting intake, and funding placement through a centralized online application—connecting businesses with a diverse network of capital providers across multiple financing products.Built over 7 years, the platform benefits from established SEO authority, consistent inbound lead flow, and optimized conversion funnels. The infrastructure supports high-margin revenue through origination fees, lender commissions, and recurring residuals, all while maintaining a lean operating model with minimal overhead.This is a true plug-and-play fintech opportunity, ideal for operators with experience in Merchant Cash Advance, lending, or fintech who are looking to scale originations without building technology or lead generation from scratch. The platform is well-positioned for expansion into broader credit products, enhanced underwriting automation, or integration with advanced systems such as Loan Origination Software.Qualified buyers only. Seller financing available for experienced operators (minimum 1 year in MCA or commercial lending required).Please refer to listing #2201-290438 and ask for Christopher Palumbo
For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from essential tax management and accounting services to in-depth offerings like reviews, financial statements, and trust and estate planning.The owner has established a proactive, advisory-focused firm. The team meets regularly with each client—often more frequently than quarterly—to fully engage and build strong relationships that support their long-term goals as business owners and foster the growth of their companies. This accounting firm primarily serves business owners, with the intent to help them operate more efficiently and drive meaningful progress as effectively as possible.Number of customer tax filings by form:1040 - 5171041 - 281065 - 531120 - 1725500 - 2709 - 2990 - 10For more information on this business for sale contact listing agent James Knox. Please refer to listing #6401238047.
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Asking Price: $549,000
