Refine/Revise Search
Asking Price: $549,000

$4 M Allstate Agency in Durham, NC (H)

Durham, NC
Durham County

Cash Flow Not Disclosed
Revenue Not Disclosed
$ Owner Financing Available

Asking Price: $95,000

B2B Lending Company and Platform for Sale

Not Disclosed, FL
Not disclosed

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

Cash Flow $422,560
Revenue $562,600
$ Owner Financing Available

Asking Price: Not Disclosed

Institutional Digital Asset Accounting Platform

Not Disclosed, NY
Not disclosed

Transaction-level reconciliation and treasury reporting for institutional digital asset activityThis fully remote software business helps institutions and financial professionals turn complex digital asset activity into reconciled records for accounting, tax, treasury reporting, and audit review. Founded in 2015, the company serves customers across the United States and Canada.Revenue comes from recurring SaaS subscriptions, custom reporting for high-frequency traders, enterprise contracts and integrations, and partner-support subscriptions.The company recently launched a dedicated digital asset accounting platform and onboarded its first publicly traded customer.The Investment OpportunityThe sellers seek an acquirer that can add sales, distribution, management, and operating resources. Potential buyers include accounting and tax software companies, blockchain analytics providers, digital asset infrastructure companies, custodians, fund administrators, and financial institutions.The business was loss-making in 2025. The opportunity centers on its software, specialized technical team, and customer relationships, with further investment needed to build commercial scale.Key Investment HighlightsTransaction-Level Reconciliation: Tracks digital asset activity from acquisition through disposition, supporting cost-basis calculations, gain/loss reporting, and traceable financial records.Complex Blockchain Coverage: Applies accounting logic to staking, decentralized finance, validator activity, and trading across Ethereum, Solana, and other supported networks.API and Enterprise Integrations: Data and reporting capabilities can be integrated into third-party platforms, ERP systems, and accounting workflows.Digital Asset Treasury Accounting: Supports fair value reporting, internal controls, tax and GAAP workflows, and detailed audit trails.Institutional Customers: Serves accounting firms, institutional traders, family offices, high-net-worth individuals, validators, and other digital asset organizations.Technical Team and Transition: A remote engineering team and COO support the business. Both founders are open to remaining for approximately 1–3 years after closing, subject to final employment terms.Growth Opportunities: A buyer could expand distribution, add blockchain and protocol coverage, deepen enterprise integrations, and broaden adoption of digital asset treasury accounting.NEXT STEPS: Complete the contact form to receive an NDA and Buyer Profile. Look for an email with the subject “Institutional Digital Asset Accounting Platform (NFA-204)”. We will share the CIM and Adjusted Financials after you complete the required documents.

Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $125,000

Mortgage Broker Profit Center, Licenses in NY,NJ &FL for Real Estate Broker/Financial Advisor Co./Accounting Firm

Not Disclosed, NJ
Not disclosed

This is not a cash-flow-based sale. The value is the ability to operate immediately within an established, licensed mortgage company framework in NY, NJ, and FL, under an active NMLS structure, while expansion and long-term transition planning are pursued in parallel.1. Platform Acquisition & Entry Structure A. Enterprise Platform Fee $125,000 one-time platform acquisition fee· Paid upon execution of definitive agreements· Secures control of the operating mortgage framework· Reflects regulatory standing, infrastructure, and speed-to-market· Provides immediate ability to integrate mortgage services into your advisor networkThis fee is not based on historical cash flow. It reflects enterprise access, licensing continuity, and strategic positioning.2. Ongoing Role & CompensationGiven that I will serve as Qualifier and Broker of Record, compensation is structured as follows:A. Base Compensation: $7,500 per month· Begins upon commencement of operations· Fixed compensation, not tied to production· Covers regulatory oversight, supervisory responsibility, expansion strategy, and executive-level involvementThis reflects the compliance exposure and regulatory accountability associated with multi-state mortgage licensing.B. Production Participation In addition to base compensation:A mutually agreed percentage of gross revenue (or basis points per funded loan suggested at .50 basis pts. per closed loan)This aligns incentives and reflects my role in:· Structuring the mortgage platform· Supporting advisor integration· Overseeing regulatory compliance· Assisting with lender relationships and growth strategy· Guiding multi-state expansionParticipation would remain in effect during my tenure as Qualifier and Broker of Record.3 Operations, Control & RevenueYour organization will have full operational control from day one, including:· Staffing and hiring· Sales management and advisor onboarding· Marketing and branding· Lender and vendor relationships· Day-to-day managementRevenue flows through the operating entity. Compensation to me is limited to the base and agreed participation structure.My role is executive, regulatory, and strategic — not daily loan production management, but I am willing to assist.4. Ongoing Operating ExpensesAll ongoing operating expenses will be borne entirely by the Sandbox wealth, including but not limited to:· Office or virtual office costs· E&O insurance and required surety bonds· Telephone and communications systems· CRM and advisor integration platforms· LOS (including LendingPad or equivalent)· Microsoft Outlook / email hosting· Website hosting and maintenance· Vendor contracts· Any other operational costs required to run the businessThe intent is that the owner will not subsidize operating overhead during the build-out phase.5. Compliance, NMLS & Regulatory ReportingThe company is subject to ongoing regulatory obligations, including:· Quarterly NMLS Mortgage Call Reports· Annual NMLS renewals and financial filings· State-specific filings with banking departmentsAccordingly:· A third-party compliance provider will be engaged· All compliance and regulatory costs will be borne by the company· The compliance firm may be selected by you, subject to regulatory adequacyThis protects both parties and ensures reporting accuracy.6. Existing Licensed States & Approval TimelinesThe company is currently licensed in:· New York – ownership approval typically 18–24 months· New Jersey – approximately 4–9 months· Florida – approximately 6–12 monthsNew York generally governs the overall ownership approval timeline. Operations may continue during the approval process under the existing license and qualifier structure.7. Legal & Regulatory Costs The company will be responsible for all legal, regulatory, and filing costs related to:· Ownership change applications· NMLS and state filings· Background checks and regulator inquiries· Multi-state expansionI will cooperate fully but will not be responsible for out-of-pocket regulatory or legal expenses.8. Existing ObligationThere is an outstanding SBA/EIDL loan of approximately $48,000 To be paid by buyer at closing seperate fromplatform fee. 9. Long-Term Transition PlanThe long-term objective is a structured transition over the next 2–3 years.At that time:· A successor qualifier may be installed· Ownership control can be fully transitioned· My compensation may convert to a buyout or advisory arrangementThis ensures clarity and succession planning from the outset.

Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $1,650,000

Established Investor & Trader Community

San Juan, PR
San juan County

For sale is a Discord-based fast-growing online community dedicated to trading education, market analysis, and real-time discussions across stocks, crypto, forex, and options. With a highly engaged member base, the server provides a collaborative environment where traders of all levels exchange insights, strategies, and signals. Its combination of community-driven knowledge, structured learning channels, and interactive features positions it as a valuable hub within the retail trading and investing ecosystem.For a buyer, this acquisition presents an opportunity to take ownership of a thriving community with built-in engagement and monetization potential. Discord’s interactive format lends itself to tiered memberships, premium signal groups, educational courses, affiliate partnerships with brokerages, and advertising opportunities. This platform already benefits from strong brand recognition and organic growth, which can be scaled through targeted marketing, influencer collaborations, and content repurposing across platforms such as YouTube, TikTok, and X (formerly Twitter).Looking ahead, the buyer can significantly expand revenue streams by professionalizing the server’s offerings—such as launching structured mentorship programs, proprietary trading tools, or subscription-based premium rooms. With the surge in retail investing and demand for community-driven insights, this recurring membership-based platform is positioned as both a high-value digital asset and a scalable model for long-term growth in the financial education and trading services sector.

Cash Flow Not Disclosed
Revenue $374,480

Asking Price: $1,650,000

$7.4M Allstate Agency in Central FL

Not Disclosed, FL
Not disclosed

Cash Flow Not Disclosed
Revenue $727,500
$ Owner Financing Available

Asking Price: $1,150,000

Profitable & Independent Insurance Agency

Not Disclosed, IL
Cook County

Wildly successful independent insurance agency for sale with minimum 35% year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car registration that makes up 46% of revenue) located next to a DMV. We repeat that almost 50% of the revenue of this business comes from car registration sales. For those looking for only a book of insurance business to transfer without this additional revenue stream being taken into consideration, this business is not for you and will not value out based on typical insurance agency metrics. With excellent reviews, this agency has managed to sell and secure over 1,700 policies and 3,700 customers with direct appointments (no aggregator) located in a southwest suburb of Cook County. Please also note there is a decent amount of non-standard policies within the book of business that is being sold, i.e. 25% standard / 75% non-standard. Carriers included, but are not limited to: Progressive, Nationwide, Berkshire Hathaway (Guard), Hartford, First Chicago, and Foremost. It comes with an excellent, affordable office space. Word of mouth has been their only source of growth so there is still tremendous room to grow with marketing. 2025 gross revenue was over $750k with $370k in SDE. Speaking Arabic would be an absolute plus, but not necessary based on the clientele and location of the agency. This an excellent tack on for a buyer that already has an agency and/or it can be rebranded as needed. The seller's preferences would be a buyer that already knows the insurance industry, but it can also serve as a massive head start for someone trying to break into the insurance industry. Inquire within for more information. PREFERRED CASH OR CONVENTIONAL LENDING BUYER FUNDING.

Cash Flow $373,630
Revenue $757,376

Asking Price: $525,000

Accounting Firm with 95% Repeat Clients

Chicago, IL
Cook County

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its diverse client base that includes both individual and business clients. Offering a variety of accounting services, which can be categorized as follows: Monthly Accounting Services (40-45%), Business Tax Returns (15%), Individual Tax Returns (37%), Trust Work and Consulting Services (3%). Their client base is primarily in Illinois, but they offer service to clients across the United States. The firm has a strong focus on client relationships, which fosters loyalty and encourages referrals. The office occupies about 1,500 square feet and operates on a hybrid model, allowing employees to work both in the office and remotely. The current team consists of three members: the owner, one Associate, and an Office Manager. The seller is a licensed CPA and is active in the day-to-day operations; her responsibilities include general oversight, client engagement, and bookkeeping tasks for both individual and business clientele. The seller has offered to carry 15% of the purchase price in addition to a 6month – 1 year transition. The firm is currently experiencing demand that exceeds its capacity, leading to the unfortunate situation of turning away potential clients. This presents significant growth opportunities for a new owner, including: enhancing client referrals, networking, and marketing initiatives to reach a broader audience and increase brand awareness. Priced at $525,000, this accounting firm represents a compelling acquisition opportunity. With a strong foundation, a loyal client base, and significant potential for growth, a new owner can capitalize on existing demand and expand the business further. The combination of a well-established reputation and the willingness of the current owner to assist during the transition makes this firm an attractive prospect for interested buyers.

Cash Flow $126,638
Revenue $497,423
$ Owner Financing Available

loading...
TOP ▲
Add Businesses and/or Franchises
To Basket For Free Information

This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Review our cookies information for more details.