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Asking Price: $99,000

Established Tax & Accounting Franchise | Recurring Revenue

Hollywood, FL
Broward County

This established tax and accounting franchise offers a trusted brand presence, a loyal recurring client base, and a reputation backed by 5-star Google reviews. Positioned in an active South Florida market, the office benefits from strong year-round demand from individuals and small businesses seeking reliable financial services.With approximately $120K in annual gross revenue, the business operates with a streamlined structure and consistent recurring clients—100 tax customers and ongoing bookkeeping accounts. The franchise provides proven systems, standardized service delivery, and brand credibility that supports retention and stability. Current operations run with minimal overhead and no active marketing efforts, allowing a new owner to inherit a clean, manageable, and well-organized service base.A buyer stepping in gains immediate revenue, established client relationships, and the backing of a recognized franchise, while still having substantial untapped growth potential. With no current marketing initiatives, no outbound sales activity, and a strong foundation already in place, even modest efforts in outreach, digital ads, or expanding bookkeeping services could accelerate performance significantly.**Request the CBR for detailed financials and operational insights.**For more info call 757-292-9930.

Cash Flow Not Disclosed
Revenue $120,000

Asking Price: Not Disclosed

Licensed Mortgage Platform (NY/NJ/FL) – Turnkey Entry for Brokerage, Wealth, or Fintech Expansion

Not Disclosed, NJ
Not disclosed

SUMMARYThis is a licensed mortgage platform and regulatory infrastructure opportunity, not a traditional cash-flow business acquisition.The value is in immediate access to an established mortgage licensing structure operating in New York, New Jersey, and Florida, enabling an experienced operator, brokerage, wealth platform, or fintech company to enter or expand into mortgage lending without building regulatory infrastructure from the ground up.The platform is best suited for an acquirer that already has:distribution (clients, advisors, or agents)operational infrastructureor a financial services ecosystem seeking lending integrationThis is a speed-to-market and licensing acquisition, not an earnings-based valuation transaction. KEY VALUE DRIVERSMulti-state licensed mortgage platform (NY / NJ / FL)Established NMLS structure and compliance frameworkExisting operating history under current ownership/qualifierImmediate ability to integrate into existing distribution channelsDesigned for plug-in expansion into existing financial services platforms IDEAL ACQUIRER PROFILEThis opportunity is specifically designed for:Wealth advisory / RIA platforms seeking lending integrationMortgage or financial services aggregatorsFintech lending or loan orchestration platformsReal estate brokerages adding a mortgage divisionInsurance / financial services rollups expanding product offeringsThis is not structured for first-time operators or standalone startup builds. TRANSACTION STRUCTUREPlatform acquisition with transition periodOngoing qualified supervisory/operating support (if required for regulatory continuity)Structured transition to successor operations team IMPORTANT NOTEThis is not a traditional EBITDA / SDE-based valuation listing.The value lies in: licensing footprint, regulatory standing, operational readiness, and speed-to-market advantage NEXT STEPQualified strategic acquirers may request additional detail regarding structure, licensing, and transition framework.

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

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