Colorado Financial Services Businesses For Sale

Incredible Opportunity - Cash Flow!Incredible Opportunity - Cash Flow!
$225,000 Cash Flow: $144,000
Incredible Opportunity - Cash Flow!Incredible Opportunity - Cash Flow!

Denver, CO

How would you like to own a business that helps others while you reap the enormous cash benefits? This incredible opportunity is a real gold mine! With this exciting opportunity in Student Loan Consolidation, you can assist others in lowering huge student loan payments. This business is booming and you should not miss out! You can own this unbelievable money-making business to net at least $200,000- 300,000 per year and more.

Well Established Property & Casualty Insurance AgencyRecurring Revenue and Stable Insurance Agency!
$99,750 Cash Flow: $45,000 Seller Financing
Well Established Property & Casualty Insurance AgencyRecurring Revenue and Stable Insurance Agency!

Pueblo, CO

Great book of business with over 1,250,000 in premiums written, with over a million in renewals! Agency is established and well known in the area, and has a committed agency seller to make sure buyer is successful. Bonuses could be possible for veterans and bilingual buyers!

Insurance Agency For SaleEstablished Insurance Agency For Sale
Insurance Agency For SaleEstablished Insurance Agency For Sale

Westminster, CO

For sale is an established Farmers Insurance agency that has been operating in the Denver community for over 15 years. Farmers is an industry-leading brand with one of the strongest reputations in service and claims-handling in the business. This established business is currently generating over $150,000 in residual revenue annually not counting new business sales. Insurance experience is not required, but strong business acumen and work ethic is. Buying party will be considered self-employed and will operate as an independent contractor. Please respond to this ad with your contact information and your resume if you are a serious buyer with capital or access to capital to own and operate a business. The area sales manager will be in contact with you within 24 business hours to discuss the details. Thank you for your interest.

Insurance Agency, Greeley COAgency located in Greeley, CO. Established in community 30 years!
$134,800
Insurance Agency, Greeley COAgency located in Greeley, CO. Established in community 30 years!

Greeley, CO

We're looking for a qualified candidate to take over an established Farmers insurance agency in Greeley, CO. This 30 year Agency will need to be moved from current location but remain in Greeley. Price may be negotiable! Greeley, Colorado is one of America's green cities. The Cache la Poudre River flows through its northern side. The prairies stretch out east and the Rocky Mountains rise to the west. Greeley's cultural life is as rich as the natural life, and home to several orchestras, chorales, and theater troupes, big-name concerts, Broadway shows and art galleries If you have a proven background in building and managing a business venture, the desire to build and grow a residual income business opportunity and self-Motivated this may be just what you're looking for!

Insurance Book of Business in Loveland ColoradoInsurance Book of Business in Loveland, Colorado
Insurance Book of Business in Loveland ColoradoInsurance Book of Business in Loveland, Colorado

Loveland, CO

We are looking for a qualified candidate to take over a book of business in Loveland, Colorado. This opportunity is through Farmers SEED program. The SEED program is a unique opportunity where a qualified candidate can take over a book of business without the cost of acquisition. If you qualify please inquire for more information. What we look for in a candidate: Proven background in building and managing a business venture The desire to build and grow a residual income business opportunity Self-Motivation and Independence Effective time-management skills and self-reliance to accomplish goals The ability to identify and focus on priorities Communication Skills The ability to inspire as well as listen and learn from others Leadership and people management skills How to qualify: Assets Show proof of a minimum of 25k in seasoned liquid assets to establish a business, if needed. Licensing and Training Property and Casualty, Life and Health Training Milestones and Assessments Background Check Satisfactory results of background check Business Plan Approval of 5-year business plan and cash flow projection Branded Office Location Office location fully equipped and aligned with Farmers SMART Office brand standards Agency Staff licensed and appointed agency staff members If you are not yet licensed we will refer you to classes to start pursuing your P&C and L&H. We will also work with you to complete all the steps necessary to qualify This is a great opportunity to take over this book of business and continue to grow with Farmers huge line of product offerings!

2Farmers Insurance Agency - Instant RevenueOwn & Run a Farmers Insurance Agency with Training & Support
$230,000 Cash Flow: $65,000
Farmers Insurance Agency - Instant RevenueOwn & Run a Farmers Insurance Agency with Training & Support

Denver, CO

This is an opportunity to purchase an up and running Farmers Insurance agency with a client base already in place. Insurance is one of the most consistent business models in today's changing economy. Insurance provides a recession proof product that is required by law to own. With the backing and guidance of a multi-billion dollar brand name, the potential for growth is limitless. This is an opportunity to take over an up and running agency with a fully furnished and turnkey office if desired. Interested buyer will need to be able to show $25k of liquid assets in order to qualify as a potential candidate with Farmers Insurance. There are financing options available to qualified buyers. There is an extensive training and on-boarding process for those that are coming from another industry in order to help get you off to a fast start. If this is something you'd be interested in I would be happy to setup a time to talk more about it.

Insurance Agency For SaleEstablished Insurance Agency For Sale
$75,000 Cash Flow: $60,000
Insurance Agency For SaleEstablished Insurance Agency For Sale

Westminster, CO

For sale is an established Farmers Insurance agency that has been operating in the Denver community for almost 10 years. Farmers is an industry-leading brand with one of the strongest reputations in service and claims-handling in the business. This established business generates approximately $60,000 in residual revenue annually not counting new business sales and start-up bonuses awarded to the new buyer. Insurance experience is not required, but strong business acumen and work ethic is. Buying party will be considered self-employed and will operate as an independent contractor. Please respond to this ad with your contact information and your resume if you are a serious buyer with capital or access to capital to own and operate a business. The area sales manager will be in contact with you within 24 business hours to discuss the details. Thank you for your interest.

Insurance Agency, Longmont COInsurance Agency for sale, established since 1985
$184,500
Insurance Agency, Longmont COInsurance Agency for sale, established since 1985

Longmont, CO

This long established agency is located in Longmont, CO. in a very desirable area! The agency is a growing agency and with Farmers huge line of products agents have the opportunity to offer clients auto, home, commercial, life and financial services; making Farmers a one stop shop for insurance needs. Qualifications: • Proof of $25,000 in liquid assets above and beyond the purchase price. You will be required to complete a financial statement and send documentation (proof) of assets. • Pass criminal background and credit check. • Licensed in Property & Casualty, Life & Health or willingness to obtain. Farmers district office will help assist the agent with the sale but all negotiations will be left between the seller and buyer. If you have a proven background in building and managing a business venture, the desire to build and grow a residual income business opportunity and self-Motivated, contact us to learn more about this agency and ownership with Farmers Insurance.

Fort Collins, CO Long-standing CPA Practice for Sale
Fort Collins, CO Long-standing CPA Practice for Sale

Fort Collins, CO

- Two-owner CPA practice in Fort Collins, CO - Demonstrated strong growth for several years - 70% Tax Preparation (60% Individual; 35% Business; 5% Other); 21% Bookkeeping/Payroll; 9% Audits & Reviews - Cash flow to owners before potentially duplicate expenses is 34% of gross revenue - Significant upside potential for growth as the two owners only work 3,000 hours per year combined - Practice utilizes UltraTax and Quickbooks - Ten full-time employees (5 CPAs, 1 CPA candidate, Bookkeeper, Payroll specialist, Receptionist, Office Manager); Five part-time employees (2 Senior Auditors, 2 Bookeepers, 1 Assistant) - Owner-occupied office suite in great location; Sellers open to selling or leasing suite to buyer - Owners are looking forward to retirement after long, successful careers - Owners are available to assist buyer through an appropriate transition period to maximize knowledge transfer and client retention

Colorado Springs, CO Profitable, Primarily tax, Single-owner For Sale
Colorado Springs, CO Profitable, Primarily tax, Single-owner For Sale

Colorado Springs, CO

- Single-owner CPA practice in vibrant, growing community - Demonstrated growth for several years - 92% Tax Preparation (63% Individual; 31% Business; 6% Other); 8% Bookkeeping/Payroll - Cash flow to owner before potentially duplicate expenses is a strong 60% of gross revenue - Practice utilizes UltraTax and Quickbooks - 2 long-time CPA employees - 1 FT year-round; 1 PT seasonal; both are aware of pending sale & are committed to stay with buyer - Office suite includes three offices, kitchen and reception in easily accessible location - Owner is looking forward to retirement after a long, successful career - Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

Insurance Agency (Denver, CO)
$309,000
Insurance Agency (Denver, CO)

Denver, CO

Established, nationally branded captive insurance agency. Contact us for more details.

Profitable Independent P&C Insurance Practice for Sale
$120,000 Cash Flow: $50,000 Seller Financing
Profitable Independent P&C Insurance Practice for Sale

Aurora, CO

Owner is looking to sell his profitable P&C Insurance practice to pursue another venture. Owner has a book of over 100 clients with ~$350,000 of insurance premium sold annually generating revenue of $80,000 in 2017. Current product lines sold include home, auto, business, umbrella, RV, identity theft and special event. Current carriers sold include Progressive, Foremost, Bristol West, Travelers, Allied, National Continental. Valued at industry standard 1.5x revenue. Owner is willing to carry a portion of the sale as a note for the right buyer.

Denver, CO CPA Practice
$925,000 Cash Flow: $471,000
Denver, CO CPA Practice

Aurora, CO

Premier Tax Practice that is highly profitable and established 30 plus years. Tax only practice that generates over 50% cash flow to owner due to highly effective office sharing agreement. The seller is willing to continue to provide assistance on a limited basis for a few more years in an effort to ensure a smooth transition of the clients. The practice has a substantial number of high net worth clients who are seeking tax and estate planning. The qualified candidate should have substantial tax experience in a regional or national CPA firm with supervisory experience. This practice will qualify for 100% conventional financing with a major bank lender.

Grand Junction, CO Tax Practice
$160,000 Cash Flow: $88,852
Grand Junction, CO Tax Practice

Grand Junction, CO

Well established tax practice in Grand Junction, CO. Practitioner is willing to work along side of a new owner for a year or two for a contract hourly rate. Seller owns the building and is willing to lease the space at a reasonable (market) rent. The seller purchased the tax practice in 1998. After 20 years of service is now seeking to ease into retirement with a sale and working P/T if necessary for a couple years. The practice prepares primarily Individual tax returns and apx 60 Corporate and Partnership tax returns. Some write up and accounting services is provided. This practice has great potential for a younger tax professional or a great "tuck-in" for a larger practice unit.

Western Slope Colorado Single-owner CPA practice For Sale
Western Slope Colorado Single-owner CPA practice For Sale

CO

- Single-owner CPA practice in beautiful Western Slope community - 58% Tax Preparation (61% Individual; 39% Business); 38% Accounting Services; 4% Consulting - Cash flow to owner before potentially duplicate expenses is a 40% of gross revenue - Practice utilizes Drake, Quickbooks and CFS Tax Tools - Two full-time employees – 1 Enrolled Agent; 1 Administrative/Bookkeeper - Office space is owner-occupied; seller is open to selling to new practice owner or 3rd party - Owner intends to move out of state, but will remain as needed to ensure a successful transition to new owner - 1 Owner is motivated to close on a transaction in the second quarter 2018

Profitable CPA Practice
$175,000 Cash Flow: $66,000
Profitable CPA Practice

Grand Junction, CO

Established, profitable CPA practice with over 200 loyal clients offers steady income and growth potential. The practice specializes in small business bookkeeping, payroll management,tax consulting and tax preparation.

Accounting Practice with Tax Focus
$125,000 Cash Flow: $79,952
Accounting Practice with Tax Focus

Denver, CO

This practice fills a niche between the big accounting firms and the franchised, cookie-cutter tax preparers. The owner provides service and insight that can't be found in those types of businesses.

Loveland, CO Single-owner CPA Practice for Sale
Loveland, CO Single-owner CPA Practice for Sale

Loveland, CO

- Single-owner CPA practice in vibrant, growing community - 82% Tax Preparation (69% Individual; 24% Business; 7% Other); 18% Bookkeeping/Payroll - Cash flow to owner before potentially duplicate expenses is a solid 60%+ of gross revenue - Practice utilizes ATX and Quickbooks - One full-time professional (EA candidate) and two part-time clerical employees - Professional office space with multiple-year lease - Owner has other business enterprises on which he wants to focus - Owner anticipates assisting buyer with transition of relationships as well as client service for the 2018 tax season.

Profitable Tax Franchise
$70,000Seller Financing
Profitable Tax Franchise

Castle Rock, CO

This nationally known tax services franchise is located on a very busy street in Castle Rock. Seller wants to move out of Colorado, so she wants to sell this business. Seller financing is available to a qualified buyer, with $40,000 as a down payment. Seller has nearly 600 clientele on her book, who come each year for their tax services. It is just a 4 month business a year. Franchisor will help a new buyer in teaching how to do a smooth transition. Seller's net income a year is around $30,000. Call Alex at 719-647-7829 for more information.

Fort Collins, CO Accounting & Tax Practice for Sale
$140,000
Fort Collins, CO Accounting & Tax Practice for Sale

Fort Collins, CO

Owner is looking forward to a well earned Retirement * Well Established Business for over 20 years * Excellent Client Retention History * Approx 55% Tax & 45% Accounting * Approx 137 Tax Returns & 41 Accounting Clients * Approx 52 Business Tax Returns Avg $730/yr * Approx 85 Individual Returns Avg $200/yr * Approx 41 Monthly Accounting Clients Avg $1090/yr One part time employee Approx 15hrs/week

Price Reduced Farmer's Agency!
$259,000 Cash Flow: $125,000 Seller Financing
Price Reduced Farmer's Agency!

Colorado Springs, CO

This great book of business is well established and cash flowing nicely, over 50% margins! Step into a wonderful book of clientele with over $225,000 in annual renewals, along with a committed seller to training a buyer for success! In addition to the seller, the Farmer's training system is very effective, and they provide systems for an agent to get leads and to be productive. Farmer's will also assist a buyer in getting trained for obtaining the necessary license. Don't miss out on this one, it's seen stability and is in a growth mode!

Colorado Springs, CO Tax only - Single owner EA Practice For Sale
Colorado Springs, CO Tax only - Single owner EA Practice For Sale

Colorado Springs, CO

- Single-owner EA practice - 99% Tax Preparation (85% Individual; 15% Business); 1% Bookkeeping/Payroll - Cash flow to owner before potentially duplicate expenses is an impressive 68% of gross revenue - Practice utilizes Drake and Quickbooks - Two production-based part-time employees would continue with the firm - Office space is owner-occupied; seller is open to selling or leasing space to new practice owner - Seller has accepted CFO position for local company/client of practice but will assist buyer through transition of client relationships to help assure client retention

Insurance Agency with Recurring Revenue!
$165,000 Cash Flow: $60,000 Seller Financing
Insurance Agency with Recurring Revenue!

Aurora, CO

This nice insurance agency is on the rise, and been consistently growing in the double digits for the last few years! The corporate office is also offering a 10k marketing bonus to a buyer to help with transition expenses! On top of this, veterans may qualify for a 6k bonus! They have over $1M in gross written premiums, and almost a thousand P&C policies. Farmer's does an excellent job of training and providing leads, and they will assist in helping a potential buyer get licensed and know the ropes before taking over the agency. There are multiple lending options through credit unions that were started by Farmer's former agents and employees. This is a great career with nice stability for a buyer who isn't afraid to work with people, and helping them find insurance solutions with a quality product!

Gunnison County, CO CPA Practice For Sale
Gunnison County, CO CPA Practice For Sale

Gunnison County, CO

- Sole owner CPA practice in growing western mountain resort community - 52% Tax Preparation (63% Individual; 35% Business; 2% Other); 48% Accounting Services - Cash flow to owner before potentially duplicate expenses is a solid 58% of gross revenue - Practice utilizes ATX and Quickbooks - One part-time employee -- bookkeeper - Exceptional professional office building near downtown business district - Owner retiring after long career but will assist buyer through transition of client relationships to help assure client retention

Boulder, CO CPA Practice For Sale
Boulder, CO CPA Practice For Sale

Boulder, CO

- Sole-owner CPA practice - Consistent growth in recurring revenue with strong per engagement fee structure - 72% Tax Prep (51% Individual; 45% Business; 4% Other); 13% Bookkeeping/Payroll; 13% Consulting; 2% Compilation & Reviews - Cash flow to owner before potentially duplicate expenses is a solid 48% of gross revenue - Practice utilizes Lacerte and Quickbooks - Practice utilizes combination of regular employees and seasonal contractors - Office space is owner-occupied; seller is open to leasing space to new practice owner - Owner is looking forward to retirement after a long, successful career - Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

Ft Morgan, CO Tax Practice
$155,000 Cash Flow: $75,200 Seller Financing
Ft Morgan, CO Tax Practice

Fort Morgan, CO

Long time accounting and tax practice in the eastern Colorado community. The owner and one assistant are year-round and during tax season an assistant is brought in.

Alamosa, CO CPA Practice
$180,000 Cash Flow: $138,379
Alamosa, CO CPA Practice

Alamosa, CO

Tax and accounting practice located in Alamosa, Colorado. 55% tax services; 25% accounting and write-up services; and 20% consulting. The owner along with one staff employee provide vital services to clients. The one employee is an enrolled agent and QuickBooks Certified Pro Advisor. She works 25 to 30 hours per week May through December and 30 to 40 per week January through April.

Boulder, CO EA Practice For Sale
Boulder, CO EA Practice For Sale

Boulder, CO

- Single-owner EA practice in the heart of Boulder - Steady base of recurring revenue consisting primarily of tax preparation services (over 80% of revenue – approximately two-thirds are individual clients and one-third are entity clients) in addition to modest amounts of consulting/IRS representation, payroll services and accounting services as needed in preparation of returns. - Strong cash flow to owner of 58% - Practice utilizes Lacerte tax preparation software - One part-time employee – CPA - Nicely-appointed office consisting of approximately 700 rsf with 2 offices; assumable lease expires early 2018. - Owner is retiring; however, fully anticipates assisting the buyer for an appropriate period of transition


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