Financial Services

Select Categories Any State/Region
Top Selling Allstate agency
$1,500,000Cash Flow: $502,477
Top Selling Allstate agency

Ozaukee County, WI

Leading Allstate insurance agency. This agency has won awards for sales growth and is one of the top sales agencies in the country.

Accounting Practice For Sale in Milwaukee, WI Area
$650,000
Accounting Practice For Sale in Milwaukee, WI Area

Glendale, WI

Milwaukee Area, Wisconsin Practice Fact Sheet PRACTICE FACT SHEET: Milwaukee Area, WI Supplied by New Clients, Inc. Purchase Price: $650,000 – Financing available to qualified applicants. Various programs available. Call for details. Year Established: 1981 ACCOUNTING, BOOKKEEPING, COMPILATIONS Monthly Clients: 30, Total: $ 55,000 Quarterly Clients: 20, Total: $ 35,000 Annual Clients: 200, Total: $ 89,000 Income Tax: Individuals: 620, Total: $165,000 Businesses: 75, Total: $130,000 Other: 13, Total: $ 4,000 Other Services: Payrolls, W-2’s, PP Tax, 1099’s: Total: $135,000 Conferences, YE tax planning: Total: $ 18,000 Total Gross Income: $631,000 Net Revenue: $119,518 FT Employees: 3 Computer Software: QuickBooks, Ultra tax & Dillners for payroll Description of clientele: Small businesses who mostly use QuickBooks. Many clients with Rental Real Estate. Seller is requesting the following additional information from buyer: Confidentiality Agreement Financial Statement Interested Parties Should Contact: Todd Steinberg 1-800-338-0778 E-mail: todd@newclientsinc.com Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call. Sincerely, Todd Steinberg Executive VP of Sales & Marketing

Crandon Wisconsin CPA Practice For Sale - Price Reduced!
$275,000Cash Flow: $150,000
Crandon Wisconsin CPA Practice For Sale - Price Reduced!

Crandon, WI

Crandon, Wisconsin Practice Fact Sheet PRACTICE FACT SHEET: CRANDON, WI SUPPLIED BY NEW CLIENTS, INC. Purchase Price: 275,000– Financing available to qualified applicants. Various programs available. Call for details. ACCOUNTING, BOOKKEEPING, COMPILATIONS Monthly Clients: 50, - 20 of which are compilations Quarterly Clients: 20 Total: $58,884 Income Tax: Individuals: 1650, Avg Fee: $115, Total: $190,350 Partnerships: 55, Avg Fee: $200, Total: $ 11,000 Corporations: 45, Avg Fee: $300, Total: $ 13,500 Other Services: Third party review of FHA funded non profit housing authorities and form 990 tax returns (CPA not required for review): Total: $13,000 Guardianship for 35 Native Americans who receive per capita payments from casino gaming(Pay bills, manage money): Total: $53,190 Total Gross Income: $359,924 Full-time Employees: 3 Part-time Employees: 5 Description of clientele: We have a high percentage of individual returns that are fairly simple. The benefit is training new employees does not require an extensive knowledge of tax laws. Other Information: The new owner does not have to be a CPA, but needs a good background in personal & business taxes. New ownership could expand practice. Description of area: Small community of 2,000 people and 10,000 in whole county. We do business beyond our county and individual returns beyond this state. Most of these clients mail us information. If you enjoy hunting, fishing or just the outdoors, this is the place to be. You can ride your ATV or snowmobile right from your home or even to work. Seller is requesting the following additional information from buyer: Confidentiality Agreement Financial Statement Interested Parties Should Contact: Todd Steinberg 1-800-338-0778 E-mail: todd@newclientsinc.com

Tax and Accounting Practice for Sale East Central WI
Tax and Accounting Practice for Sale East Central WI

Calumet County, WI

Tax and Accounting Practice for Sale Geographic Location: East Central Wisconsin # WI 1104 Practice Details: Retiring owner is seeking a qualified buyer for this very profitable tax and accounting practice. In business over 20 years in a major city in North East Wisconsin area with a loyal and well established client base and diversified revenue stream. Annual Revenue: Nicely growing 4 year revenue stream with 2018 at $208,000 Owner Cash Flow: Averages 60% of Gross Revenue Revenue Breakdown: 49% Business and personal tax preparation 37% Write-up and bookkeeping 14% Payroll other business services Facilities: Prime commercial high traffic office location. Two fully equipped offices plus two other rooms. Lease is assumable. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price. Software: Accounting: Quick Books Tax: Pro Series Reply today if you want to acquire this profitable tax and accounting practice. For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (414) 962-6333

Tax & Accounting Practice for Sale Southern WI
Tax & Accounting Practice for Sale Southern WI

Rock County, WI

Tax and Accounting Practice for Sale Geographic Location: Southern Wisconsin # WI 1105 Practice Details: Retiring owner is seeking a qualified Partner/Buyer for this profitable tax preparation practice. In business over 20 years in a major city in Southern Wisconsin with a loyal and well established client base. Annual Revenue: Stable revenue pattern with 2018 at $225,000. Revenue Breakdown: 95% Personal tax preparation 5% Write-up and bookkeeping Excellent growth opportunity here to provide accounting, write-up, and payroll services to the business community, Facilities: Prime location. Four fully equipped offices, plus reception area and two other rooms. Lease is assumable. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price. Software: Accounting: Medlin Tax: Drake Reply today if you want to acquire this profitable tax and accounting practice. For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (414) 962-6333

3Jackson Hewitt Tax Service - Green Bay/Appleton, WI Area1 Storefront Location and 6 Walmart locations
$115,000
Jackson Hewitt Tax Service - Green Bay/Appleton, WI Area1 Storefront Location and 6 Walmart locations

Appleton, WI

Since 1982, Jackson Hewitt® has grown to nearly 6,000 franchised and company-owned locations, including 3,000 in Walmart® stores throughout the US. Our low start-up investment offers new Franchisees the opportunity to choose their own path to success: a single tax office location or expansion into multi-units, applying a strategy shared by nearly 75% of our system. On average, our Franchisees own and operate over seven Jackson Hewitt® locations. Jackson Hewitt® is an innovator in the tax industry with a mission of offering hardworking clients access to simple, low-cost solutions to manage their taxes and tax refunds. Jackson Hewitt has more than 35 years’ experience and operates in year-round neighborhood storefronts and seasonal kiosks in select Walmart® stores. We’ve built a solid business model structured around helping millions of people prepare and submit their tax returns each year. We also maintain strategic partnerships with brands like Walmart® and American Express®. Brand strength: Jackson Hewitt is the 2nd largest in-person full service tax preparation company in the nation – ranked #135 overall by Franchise Times in 2018 and #21 on Entrepreneur's 2018 Top Brands List. Stable industry: According to the IRS.gov website, over 154 million Americans filed a tax return in 2018, with nearly 60% of all individual tax returns prepared by a paid tax professional. Lifestyle choice: Tax preparation is a seasonal business, allowing new Franchisees a flexible work-life balance. This advertisement is for informational purposes only and is not an offering or a solicitation of an offering to purchase a franchise. NY Residents: An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MN File: F-7505.

Vancouver, WA CPA Practice For Sale
$180,000
Vancouver, WA CPA Practice For Sale

Vancouver, WA

This CPA practice that focuses on the preparation of income tax returns is for sale. The firm’s revenue stream is almost all from the preparation of income tax returns with the exact percentage equaling 90%. The balance of the annual fees are earned from write up and payroll services which are approx. 10% of revenues. Reflecting a service commitment, the Seller is a very hands on in assisting clients in conducting their business affairs to minimize their tax burdens. The bulk of these clients are small business clients who require these services and consist of professionals of all types. With the elements of trust and accountability of the owner, this firm is a very solid practice with clients that return year after year. All this in a firm with an excellent cash flow and a great opportunity for a variety of buyers.

34 Y/O Inspection Service Business - $2m Profit34 Y/O Inspection Service Business - $2m Profit
$7,500,000Cash Flow: $1,992,599
34 Y/O Inspection Service Business - $2m Profit34 Y/O Inspection Service Business - $2m Profit

WA

For sale is a 34-year-old business servicing the banking, credit union and private lending industry. The business performs inspections and other related services on behalf of money providers. This is an exceptionally solid business with very high net profit margins and a strong client base. Some notable statistics: • Seasoned management team in place that handles day-to-day operations. General manager has been in place for 20 years. This company can also be run virtually • 87% of revenue comes from the top 20 clients with an average tenure of 10.5 years • Top client represents 20% of revenue, second represents 10%; there is no single point of failure • Average tenure of employees is 11 years • Over the last nine years, there has been a loss of only two clients out of 81; this business has extremely low client churn. • In 2016, staff developed their own custom, backend software to make the business 100% paperless. As a result, net profit margins grew from 25% to 35% in 2016 to 2018 • Since 2016, output increased 60% without adding more staff because the software manages all backend process-es such as payments, payroll, time and attendance, etc. • 100% of the work is subcontracted. There is a small head office team which manages each project

Turn-Key Pierce County Tax & Accounting Practice
$295,000Seller Financing
Turn-Key Pierce County Tax & Accounting Practice

Spanaway, WA

Private Practice Transitions is assisting a client, located in Pierce County, with the sale of a busy tax and accounting practice. The firm’s historical breakdown by revenue is 63% Tax Prep and 37% Bookkeeping. The firm has over 600 active clients and a staff of four (one owner, two full-time employees, and one part-time employee). The firm is located in a 1,828 square foot office that is also available for sale, if desired. With annual gross revenues just under $300,000 (2017-2018), you don’t want to miss out on this great opportunity. Email “Listing #1059 - Turn-Key Pierce County Tax & Accounting Practice” to info@privatepracticetransitions.com or call 253.509.9224.

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

Seattle, WA

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.

Booming King County Audit & Tax Practice
$2,750,000Seller Financing
Booming King County Audit & Tax Practice

Seattle, WA

Private Practice Transitions is assisting a client, located in King County, with the sale of a lucrative audit and tax firm. The historical practice breakdown by revenue is 67% Audit, 30% Tax, and 3% Consulting. In 2018, the Practice brought in over $2,000,000 in gross receipts, and had Seller’s Discretionary Earnings (SDE) of over $860,000. The Practice has experienced 8% growth the last two (2) years and is poised for continued growth under new ownership! The Practice is completely turn-key, has over 430 active clients, and employs 15 staff. Email “Listing #1070 – Booming King County Audit & Tax Practice” to info@privatepracticetransitions.com or call 253.509.9224.

2Farmers Insurance Agency for SaleNew Agency Owners qualify for up to 300% NB commissions
$70,000Seller Financing
Farmers Insurance Agency for SaleNew Agency Owners qualify for up to 300% NB commissions

Seattle, WA

Farmers Insurance has an Agency for sale with 900 policies waiting for someone to cross-sell and grow to a much larger book of business. 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. Gross Revenue is over $100,000 earning up to 10 k a month in our bonus program. This agency is priced to sell and will not be on the market for long. We offer a $10,000 start up bonus, $10,000 marketing bonus, as well as an additional monthly and yearly bonus up to 300% of new business commissions for the first three years. Added Benefits - Competitive Monthly Bonus Program opportunities - Brand image customers identify with and trust - Gain equity in your business and own your commission rights - No franchise costs - OWN your own business, be YOUR own boss Great opportunity for someone wanting to buy an existing agency for an inexpensive price. That includes a renewal income and existing client base.

Successful Financial FranchiseEstablished Real Estate Commission Advance Brand with Growth Potential
$299,000Cash Flow: $186,000
Successful Financial FranchiseEstablished Real Estate Commission Advance Brand with Growth Potential

Seattle, WA

This is a very rare opportunity to acquire an individually-owned franchise business with high margin and excellent cash flow for buyers who want to be their own boss. This business provides commission advances to real estate brokers in Western Washington to assist them with their cash flow. We purchase commission receivables on pending real estate transactions at a discount, while taking a security interest in all client accounts to protect our collection rights and minimize risk. The current office is in a centrally located business center in Seattle with affordable rent although most customers interactions were over the phone and email. Each year we do business with about 100 unique customers, with strong repeat business. The operations have been primarily conducted by a solo-owner. Capital deployed has typically ranged from $250,000 to $300,000. While there is modest seasonality to the business, it remains profitable month-to-month. Highlights: 1. High rates of return on deployed capital 2. Low overhead 3. Low regulation 4. Protected territory throughout 17 Western Washington counties 5. Current office lease may be transferred to new owner 6. Owner is willing to train/assist new owner 7. This is not a home-based business opportunity 8. Sale of the franchise is subject to the approval of the franchisor

Farmers Insurance Agency for SaleExcellent Insurance Agency Opportunity
$1,638,000
Farmers Insurance Agency for SaleExcellent Insurance Agency Opportunity

Renton, WA

This is an incredible business opportunity to purchase a well-established insurance agency in business for over 30 years. What makes this such a great opportunity is that this business has a documented substantial positive cash flow, enough so that the purchaser from day one can service all of the daily and monthly obligations, INCLUDING THE DEBT SERVICE OBLIGATIONS FROM THE PURCHASE, and the business will provide the purchaser with a starting annual income of $ 192,000. Best Part of all, Agent will sign a non-compete / Non-solicitation agreement for the purchaser for as long as the purchaser requires. Seller has no thoughts of, or intent to whatsoever, become an agent to solicit any of the business being sold. Seller willing to train purchaser and provide support for an appropriate time negotiated with the sale. Clean transaction with no future interference. If you are looking for a no-nonsense / non-interference purchase from a quality agent that respects the companies he represents, and the incredible opportunity to take this agency to the next level, all while you are able to make $ 192,000 per year starting salary, then you have found your opportunity. Agencies of this nature are few and far between. Why buy a job? Purchase a business that will change your life with unlimited potential. It worked for me and my family and now it can work for yours. Serious inquires only. Gross Renewal Only Commissions in 2018 were $ 655,000. Sale Price $ 1,638,000

Starter Agency for Sale w/ 300% Commission Bonuses!Starter Agency for Sale with TRIPLE commissions for 3 years
$55,000Seller Financing
Starter Agency for Sale w/ 300% Commission Bonuses!Starter Agency for Sale with TRIPLE commissions for 3 years

Renton, WA

This book of business qualifies for our accelerated commission and bonus structure for the first three years; up to 300% of normal commissions! In addition to the increased commission schedule, new Agency Owner will receive a $10,000 office bonus in their first 90 days AND annual bonuses for the first 3 years as an Agent. There are currently 400+ policies in the Agency. Seller is leaving the industry to pursue other passions. This is a fantastic opportunity for a salesperson that also provides immediate revenue to support growth.

Port Orchard/Bremerton, WA Area CPA Practice For Sale
$300,000
Port Orchard/Bremerton, WA Area CPA Practice For Sale

Port Orchard, WA

This CPA practice has a nice balance of tax and write up services on an annual basis. The revenue breaks out 75% income tax and the balance being write up services. The firm has very good fee averages and a solid net cash flow to the owner on a yearly basis. The practice, reflecting the desires of the owner, has a work life balance that many seek in the practice of accounting. Tax season is busy, but after the extensions are filed, the office can be handled with a 4 day work week that allows for family time or weekend excursions. The work life balance is reflective of the excellent staff that allows for worry free time out of the office. This practice with solid clients and an ever increasing book of business is a one of a kind opportunity for any professional or firm looking to add a quality branch to a thriving firm.

2Established Book of Business for SalesFarmers Insurance Book of Business for Sale
$70,000
Established Book of Business for SalesFarmers Insurance Book of Business for Sale

Port Orchard, WA

Farmers Insurance Agency Ownership Opportunity Farmers Insurance, District 13 is seeking a highly motivated, business-minded, and determined sales professional with a strong desire for personal growth, career fulfillment & financial success. We at District 13 will provide extensive training and support to ensure your success as a Farmers Insurance Agency Owner. Agency Owner Responsibilities -Develop insurance quotes, advise clients -Meet new business growth goals and objectives as established -Call prospective customers by operating telephones, automatic dialing systems, and other internet technologies -Grow client base by utilizing phone, email, potential client list & existing client referrals -Manage and inspire staff (qualify to become a mentor & receive additional bonus) Additional benefits No franchise costs ($10,000 start up bonus) OWN your own business, be YOUR own boss Gain equity in your business and OWN your commission rights Health, Vision, Dental, Income Deferral (all optional) Little to no travel required Flexibility to own your schedule Diversification Little to no volatility Product Diversification (Auto, Home, Commercial, Life, Financial, Specialty, etc.) Little to no volatility Rights to transfer your business to a family member An insurance license and college degree are preferred. Will sponsor the right individual for licensing. Bi-lingual speakers a huge plus! We are looking for top talent in sales or management. College degree preferred. Additional benefits No franchise costs OWN your own business, be YOUR own boss Gain equity in your business and OWN your commission rights Health, Vision, Dental, Income Deferral (all optional) Little to no travel required Flexibility to own your schedule Diversification Little to no volatility Product Diversification (Auto, Home, Commercial, Life, Financial, Specialty, etc.) Little to no volatility Rights to transfer your business to a family member ABOUT FARMERS® Established in 1928, one of the country’s largest insurance groups with approximately $20 billion in annual written premium Serves more than 10 million households with more than 19 million policies Nearly 13,000 exclusive agents across 36 states An award-winning Claims Department available 24 hours a day, 7 days a week Industry-leading training from the University of Farmers® BRAND RECOGNITION AND COMMUNITY INVOLVEMENT Nationally recognized We Are Farmers® advertising campaign Proud sponsor of golfer Rickie Fowler and the Farmers Insurance Open® Over $1 million in education grants through Thank America's Teachers® G.I. Jobs named Farmers a Top 150 Military Friendly Employer in the US Supports at-risk youth through grants and sponsorship for the First Tee, YMCA, Boys & Girls Clubs, Monarch School, and United Way Collaborates with SBP, American Red Cross®, and Team Rubicon® on long-term disaster recovery, along with the Farmers Catastrophe Response Team Annual float sponsor in the Tournament of Roses® parade every New Year’s Day INSURANCE AND FINANCIAL SERVICE PRODUCTS Personal Lines, Commercial, Specialty, Life, and Financial Services Property & Casualty • Auto • Home & Renters • Umbrella • Small Business • Habitational • Boat • Motorcycle • Motor Home • Mobile Home • Commercial P&C . We have smaller agencies available in Port Angeles, WA as well. Please reach out for further details. Financing available through Farmers Credit Union on approved credit. Added Benefits - Competitive Monthly Bonus Program opportunities - Brand image customers identify with and trust - Gain equity in your business and own your commission rights - No franchise costs - OWN your own business, be YOUR own boss Great opportunity for someone wanting to buy an existing agency for an inexpensive price. That includes a renewal income and existing client base.

Profitable Thurston County Tax & Accounting Firm
$775,000Seller Financing
Profitable Thurston County Tax & Accounting Firm

Olympia, WA

Private Practice Transitions is assisting a client, located in Thurston County, with the sale of a busy tax and accounting firm. While Tax preparation accounts for about 65% of the firm’s business, 15% comes from Bookkeeping, with the remaining revenue spread across Quarterly Taxes, Payroll Preparation, Consulting, Compilation & Review, Audit Protection, and Other Services. The firm is centrally located in a well-established, thriving market, and poised for explosive growth. The firm employs eight staff in a fully furnished office. With average gross revenues over $660,000 the last three years (2016-2018), you don’t want to miss out on this amazing opportunity. Email “Listing #1080 Profitable Thurston County Tax & Accounting Firm” to info@privatepracticetransitions.com or call 253.509.9224.

Island County, WA EA Practice For Sale
$495,000
Island County, WA EA Practice For Sale

Island County, WA

This well-established enrolled agent practice is for sale. The firm is well balanced with a tax practice that produces approx. 75% of revenue and a write up practice that generates the balance. The practice is well positioned for future growth due to having a solid staff serving long term clients. The Seller is retiring but will be available to assist in transition. For any firm looking for a satellite office, an existing practice wishing to branch out, or an individual who has aspirations of getting out on their own, this practice is an excellent choice. The Seller to assist in the sale will consider financing the purchase of the practice provided the Buyer makes a substantial down payment and has excellent credit and collateral.

Lucrative Eastside Tax & Accounting Practice
$1,150,000Seller Financing
Lucrative Eastside Tax & Accounting Practice

Kirkland, WA

Private Practice Transitions is assisting a client, located on the Eastside, with the sale of a busy tax and accounting firm. The practice and founding shareholder have operated from this location for over 37 years and the shareholders desire to sell the business as a turn-key operation. The firm files more than 700 tax returns each year for both businesses and individuals. While Tax preparation accounts for about 65% of the firm’s business, 32% comes from Bookkeeping and Accounting, and Compilation and Review work. The remaining 3% comes from Consulting Services. The firm is centrally located in a well-established, thriving market, and poised for explosive growth. The firm employs great long-term staff to support the shareholders in a fully furnished office. With 2018 gross revenues over $800,000, you don’t want to miss out on this amazing opportunity. Email “Lucrative Eastside CPA Practice” to info@privatepracticetransitions.com or call 253.509.9224.

Established Pierce County Tax & Accounting Practice
Seller Financing
Established Pierce County Tax & Accounting Practice

Pierce County, WA

Private Practice Transitions is assisting a client in Pierce County, WA with the sale of a profitable, turn-key, private tax and accounting practice. The service breakdown by revenue is approximately 61% Personal Tax Services, 34% Business Tax Services, and 5% Other. The Practice is located in a ~1,900 square foot office building that is also available for sale, if desired. With 2018 gross revenues of approximately $637,000, and 15% year-over-year growth as compared to 2017, you don't want to miss out on this fantastic opportunity. Email "Listing #1036 – Established Pierce County Tax & Accounting Practice" to info@privatepracticetransitions.com or call 253.509.9224.

Edmonds, WA EA Practice For Sale
$285,000
Edmonds, WA EA Practice For Sale

Edmonds, WA

This EA/Accounting practice is a tax based firm with a good write up practice. The firm revenue stream is 74% income tax and 26% write up services. The strength of this practice is a strong referral network that consistently serves as a silent partner in the success of the practice. As with many tax based practices, the write up work provides an off season revenue stream to even out revenues for the balance of the year after a busy tax season. The firm is well balanced in the types of clients served but does have somewhat of a concentration in the areas of health care professionals, auto dealers, and construction. With owner(s) who will provide a good transition, this firm’s owner(s) are seeking successor(s) who share their values and commitment to client services. To assist Buyers seeking to acquire this practice, the Seller(s) would consider financing alternatives for buyers with excellent credit and collateral.

North East Washington/Stevens County CPA Practice For Sales
$545,000
North East Washington/Stevens County CPA Practice For Sales

Stevens County, WA

This CPA firm is a tax and accounting practice with a small amount of write up during the year. The practice revenues consist of income tax preparation and related consulting of 97% and write up of 3%. The firm’s fee structure is excellent with realization rates that are the equal of any firm regardless of size. The strength of the firm is found in the cash flow to the owner that is well above the norm reflecting the excellent management practices of the Seller. This firm is the perfect fit for any professional looking for an excellent opportunity coupled with a pace and style of life that is not big city. The Seller is willing to provide consulting and review services to assist in the transition for a negotiated fee if desired by the Buyer. This all points to a Seller desirous of providing a good transition with a firm that provides opportunity many seek but few find in moving to ownership.

Established Central Washington Tax & Accounting Practice
$541,000Seller Financing
Established Central Washington Tax & Accounting Practice

Chelan County, WA

Private Practice Transitions is assisting a client, located in North Central Washington, with the sale of a highly reputable tax and accounting firm. The practice was established in 2003 and currently has over 400 active clients. While Tax preparation accounts for about 65% of the firm’s business, 35% comes from Bookkeeping and Accounting. The owner desires to sell the Practice as a turn-key operation, and the office that the Practice occupies is also available for sale, if desired. Email “Listing #1056 Established Central Washington Tax & Accounting Practice” to info@privatepracticetransitions.com or call 253.509.9224.

Established 20 Year Turn Key Agency
$300,000
Established 20 Year Turn Key Agency

Centralia, WA

This is a 20 year plus established agency. Agent is retiring. Comes with 2 long term employees who have run the day to day business. Agency is on district 79-06 which is a company leading district known for development and training. 2000 policies that equate to $1.7 million in premium. Another $500k in premium in outside lines. Agency holds some of the best retention in the state. Looking for a motivated candidate to partner with district 79-06 to continue the success of this agency.

Burien, Kent, Federal Way CPA Practice For Sale
$204,000
Burien, Kent, Federal Way CPA Practice For Sale

Burien, WA

This CPA practice has a nice balance of income tax and write up professional services on an annual basis. Income tax services provide 65% of revenues with write up equaling 35% on an annual basis. The fees on the write up services are excellent and provide a solid contribution to the bottom line. The tax services will offer an immediate opportunity to increase the realization rate by streamlining these processes. All of these attributes provide an excellent opportunity for a variety of practitioners looking to acquire an excellent practice.

Allstate Agency for sale in Seattle and KirklandBe an Allstate business owner
Allstate Agency for sale in Seattle and KirklandBe an Allstate business owner

King County, WA

Established Allstate agencies for sale in Seattle and other agencies for sale in the Puget Sound area. Do you want to be your own boss? Earn what you’re really worth? Make a difference in the community? It takes a special kind of person to become an Allstate Agency Owner. A successful candidate is equal parts dedicated and driven. Someone with a passion for helping people live the good life and building a good life for themselves. You want high earning potential and the support you need to get there. But you also want a name on the door that you can believe in. That’s Allstate. • Prior ownership of a business or franchise and playing an active role in the day to day operations, budgeting, planning and staffing strategies or experience in business management, sales management, or a leadership role with oversight of a team, unit or division preferred. • Qualities of a successful agent are dedication to building a profitable business, passion for helping people live the good life and commitment to making a difference in your community. If you're looking to build a good life for yourself and make a difference in the lives of others, submit your information today! Subject to all terms and conditions as outlined in the Allstate R3001 Exclusive Agency Agreement and Exclusive Agency program materials. Allstate agents are not franchisees; rather they are exclusive agent independent contractors and are not employed by Allstate. Allstate is an Equal Opportunity Company. Allstate Insurance Company, Northbrook, IL. In New Jersey, Allstate New Jersey Insurance Company, Bridgewater, NJ. © 2016 Allstate Insurance Co.

$1,400,000 CPA practice for sale in Bellevue, WA by ABA Advisors, LLC
$1,400,000 CPA practice for sale in Bellevue, WA by ABA Advisors, LLC

Bellevue, WA

OVERVIEW - ABA Advisors represents this CPA firm located in Bellevue, WA. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE Firm - The firm has a nice mix of business and individual tax work in addition to accounting, bookkeeping and payroll services. There are a few compilations and audits as part of the service mix.

East King County Tax Practice
$1,150,000Seller Financing
East King County Tax Practice

Bellevue, WA

Private Practice Transitions is assisting a client, located in East King County, Washington, with the sale of a busy tax and accounting firm. The practice was founded over 21 years ago and the owner desires to sell the business as a turn-key operation. The firm filed approximately 800 tax returns in 2018. While tax return preparation accounts for about 54% of the firm’s business, 46% comes from other consulting and bookkeeping services. The firm employs nine full-time staff, has loyal clients, increasing revenue, and is located in a growing Eastside city. These are all factors that position the firm, and a new owner, to grow substantially in the near future. If you are interested in exploring this opportunity or want to learn more, email “Listing #1074 - East King County Tax Practice” to info@privatepracticetransitions.com or call 253.509.9224.

Turn-Key Mason County Tax & Bookkeeping Practice
$325,000Seller Financing
Turn-Key Mason County Tax & Bookkeeping Practice

Mason County, WA

Private Practice Transitions is assisting a client, located in Mason County, with the sale of a profitable tax and bookkeeping practice. The firm’s historical breakdown by revenue is 55% Tax Preparation and Planning, and 45% Bookkeeping & Payroll. The firm has over 675 active clients and is currently staffed exclusively by the two owners. The firm is located in a 800 square foot office that the firm rents for $1,050 per month. The Practice is completely turn-key and ready for growth under new ownership. Email “Listing #1076 - Turn-Key Mason County Tax & Bookkeeping Practice” to info@privatepracticetransitions.com or call 253.509.9224.

South King County-Auburn/Kent/Puyallup, WA Area Accounting Practice fo
$452,000
South King County-Auburn/Kent/Puyallup, WA Area Accounting Practice fo

Auburn, WA

This PA firm is not the norm when compared to most practices. In this practice, write up work is the primary source of professional fees with 80% coming from these services. The balance of revenue is composed of income tax 13% and other services equaling 7%. A natural fit for a firm providing write up services is aggressively using technology to assist in the delivery of these services. Such is the case with this practice where the use of cloud based technology provides access at any time allowing the use of this data for making real time management decisions. Whether focusing on the delivery of real time management information or the platform for building a tax practice, this firm offers significant opportunities for any business minded firm or individual practitioner.

Northeast Kingdom, Vermont CPA Practice for Sale
$386,000
Northeast Kingdom, Vermont CPA Practice for Sale

VT

• Strong cash flow of approximately 61% of gross revenues • The majority of revenues (about 81%) are derived from tax preparation • Seller financing is possible • Great assumable location in historic district of town • Seller is willing to assist in transitioning clients to Buyer

Northeast Kingdom, VT Accounting & Tax Practice for Sales
$375,000
Northeast Kingdom, VT Accounting & Tax Practice for Sales

VT

• Located in Northeast Kingdom, VT near the Canada border • Revenue mix: 20% accounting, 58% tax preparation for individuals, 14% tax preparation for business/other entities, and 8% other revenue • Great office location, with the practice established in the same building for more than 30 years • Loyal skilled workforce in place, including three EAs and one CFP, plus support staff • Seller is willing to assist in transitioning clients to Buyer

Southeastern Vermont CPA Practice for Sale
$200,000
Southeastern Vermont CPA Practice for Sale

VT

• CPA practice for sale with revenues comprised of tax preparation for individuals (69%), tax preparation for businesses/other entities (28%), and other revenue (3%) • 2019 gross revenues are estimated to be approximately $200,000 • The firm enjoys a loyal following and stellar client retention rate • The practice generates strong cash flow to owner of approximately 79% • The firm is poised for growth, with the owner consistently turning away work. In addition, the buyer has an opportunity to expand services to include accounting and payroll, which are not currently offered. • The owner’s annual time commitment is much lower than is typical for a practice of this size, offering a nice work/life balance • The owner will assist in transitioning clients to the buyer

81979-CW Multi-unit Tax Franchises in Virginia!
$2,300,000Cash Flow: $590,000
81979-CW Multi-unit Tax Franchises in Virginia!

VA

Motivated seller: This existing business consists of multiple territories with 22+ tax preparation franchise locations under current ownership for the past two decades. These locations consist of multiple storefronts and kiosks in major retail chain stores. This semi-absentee owner business is operated by an experienced manager with 10 plus years of continued service to the company. Manager handles the overall daily operation with support from small staff that has extensive experience in tax preparation business. The management team handles marketing, managing, and operating all stores and kiosks. The business hires 100+ part time employees, tax prepares and support staff during busy season. *SBA Pre-approved!

Independent Automotive Dealership and In-House FinancingHuge cash flow in this nearly absentee business
$1,950,000Cash Flow: $591,632Seller Financing
Independent Automotive Dealership and In-House FinancingHuge cash flow in this nearly absentee business

Virginia Beach, VA

This near luxury used car dealership has been successfully operating since 2007 with continuously growing profits on a continuous basis. The separated finance company was founded in 2001 to support a dealership that was opened in 1999 with the seller and his brother. When his brother desired to exit the business to get into real estate development, they sold the dealership and retained the finance company. Missing the tremendous profits inherent in running both retail and finance the seller reentered retail automotive in 2007 with the intention of selling 10-20 units a month. During the first month in business at the current location over 50 vehicles were sold without a single dollar spent on advertising. The dealership has continued to grow in sales every year since, with high sales bolstered by selling his vehicles for an average gross per unit well above industry averages. With current management and staff in place, seller can enjoy more time away from business. With the switch in owner’s business interest, hence this fantastic acquisition opportunity for both business operator/owner and private investor. • 5,000 sf showroom and office facility • Room to stock 150+ vehicles (current inventory 101) • Secure accounts receivables department (steel doors and bulletproof glass at payment window) • Cameras cover both inside and outside of premises • Only 30% of the current facility is utilized allowing for massive expansion of the sales floor • Beautiful location on main road with high visibility • Extremely high traffic road • Extremely low lease $7,600 with a 3% increase yearly • Brand new lease signed February 6, 2015 5 year term with 5 year option to renew

Leadership and Fitness Fundraising FranchiseEstablished Franchise in Hampton Roads!
$75,000Cash Flow: $39,454
Leadership and Fitness Fundraising FranchiseEstablished Franchise in Hampton Roads!

Virginia Beach City County, VA

Leadership and Fitness Fundraising Franchise. This is a franchise resale opportunity in Hampton Roads, Virginia. This Franchise produces nationwide fundraising efforts geared toward enhancing and growing leadership skills as well as improving fitness awareness in schools. The franchise evolved as a result of company founders determining that fundraising efforts in schools were often unhealthy and not profitable enough. Further, little of the actual funds raised were directed back to the school or put toward enhancing student experience. This company is aimed at changing that and has evolved remarkable results nationwide. They have served over 2.5 million kids in 30 states in over 3500 schools raising over $60 million for schools, teachers and students. Each year the franchise develops a new focused, energetic theme. The franchise owner directs an effort in local schools which involves the students, parents and teachers working in unison with parent volunteers to teach leadership skills and teach fitness awareness, all while generating record funds. This company has grown and expanded in its 8 years in business... now offering programs for middle schools, clubs and sports teams. Using their online platform, any-thon, teams are able to raise more than ever before while garnering pledges online for acts related to their sport/club-for example, basketball teams host a free-throw-a-thon or church groups host random-acts-of-kindness-a-thons. Along with the traditional fun runs, the elementary program now also offers other events, including color battles, serve-a-thons, and remix dance parties. This is an opportunity to give back and become involved in your community and to assist in the growth and development of tomorrow's leaders. The franchise is established with a base of schools in Hampton Roads and therefore a launch pad to continue a trajectory of growth both from a financial standpoint as well as providing an additional development tier in our local community.

Well Established Tax and Payroll Service
$450,000
Well Established Tax and Payroll Service

Sterling, VA

Well established tax and payroll service. In business for more than 10+ years. Turn key operation that is located in a prime location attracting tremendous number of walk-in customers, nearby business accounts and neighbors. Recover all of your investment back in just over a year. Owner is retiring and will provide all of the needed support for transition.

Roanoke CPA Firm for Sale
$475,000
Roanoke CPA Firm for Sale

Roanoke, VA

This is a well-established CPA firm with healthy fees, average individual tax returns are above $800! Good systems are in place with paperless office processing and most client communications through secure web portals. Revenues have remained steady. There are no audits or reviews. Great location and office space.

Tax Preparation Franchise
$40,000
Tax Preparation Franchise

VA

Liberty Tax is a family of dreamers and doers, each from different backgrounds, but all with the same goals: to live life on their own terms and thrive financially to support themselves, their loved ones, and their community. We are looking for New Franchisees to open locations in the following areas: West Point, Aylett, Bowling Green, Burgess, Kilmarnock, Tappahannock, New Kent, Warsaw. You can keep your day job while growing your business. Why Liberty? Liberty Tax isn’t just an office in a shopping center or on Main Street. We’re part of the community. We support our neighborhood causes and provide important financial services to everyone who lives in areas where we serve. We’ve made a name for ourselves as a trusted tax preparer with the flexibility of a personal tax consultant and the security of a larger, established company. We’ve been able to grow so quickly because our proven system is built on unmatched customer service, extraordinary franchisee support, and a small business opportunity with low up-front costs and potential for high ROI. Liberty is America's Tax Service.

Incredible Cash Cow Opportunity Now!
$225,000Cash Flow: $144,000
Incredible Cash Cow Opportunity Now!

Richmond, VA

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.

High Quality Richmond CPA Firm Available
$725,000
High Quality Richmond CPA Firm Available

Richmond, VA

Well established CPA firm for sale near Richmond, Virginia. Most of the corporate and business clients are small business clients representing a variety of sectors. The firm focuses on tax, bookkeeping and payroll. There is no audit. The firm has an excellent reputation for responsiveness, client service, and quality of work. Most new clients come through referrals. There is excellent opportunity for growth. Average Fees are strong. The average 1040 is charged out at approximately $ 425. Great staff.

Accounting and Tax Practice for Sale!!
$250,000Cash Flow: $125,000
Accounting and Tax Practice for Sale!!

Richmond, VA

Well established CPA firm for sale in Richmond, VA. Owner is retiring, will stay for transition period.

ATM Route for sale, $100,000
$100,000Cash Flow: $40,290
ATM Route for sale, $100,000

Richmond, VA

RICHMOND, VA + DC ATM business for sale $100,000! This portfolio is showing a owner benefit of $40,290 per year as an owner of the business. This portfolio currently operates 5 ATM machines; 2 in DC and 3 in Richmond, VA. All of the machines are owned and operated by the seller and all machines are newer (purchased within the last 2-3 years). The machines are a mix of Hyosung and Genmega machines. This high volume/high margin route with first class contracts! ATM business in DC/Richmond, VA with a very strong numbers. A great strength of this route is that all of the locations have 3-5 initial contract terms with the sellers option to renew for (2) seven year options making these essentially 15+ year contracts. This is a fantastic portfolio and opportunity with an excellent regional presence with room to grow in the DC market. Asking Price-$100,000 Owner benefit- $40,290 Additional rotating vault cash required to load machines weekly- $25,000 Number of Machines-5 full service, all owned equipment, 100% EMV Hours Required Weekly- 2-3 hours Location Types- Convenience store, liquor store, bar EMV Upgrade- all 5 are EMV Call or email for details

Established Real Estate Brokerage - Absentee OwnerNo license required to own!
$425,000Cash Flow: $200,000
Established Real Estate Brokerage - Absentee OwnerNo license required to own!

Prince William, VA

Established franchised real estate brokerage currently owned by non-licensed absentee owner. Broker and support staff in place. Perfect for a current real estate agent looking to own their own office, an insurance agent or title company looking to create a steady flow of leads, or a business person looking to handle the operations of a business and be their own boss! Beautifully appointed office, with qualified broker and support staff. Established corporate brand also provides back-end assistance and support. Competitive lease in a visible area.

5Tax Practice For Sale in Lynchburg City County, VA!Tax Practice in Lynchburg City County, VA for Sale!
$151,307
Tax Practice For Sale in Lynchburg City County, VA!Tax Practice in Lynchburg City County, VA for Sale!

Miller Park, VA

This is a turnkey system in Lynchburg, VA with solid results and unlimited potential. NO TAX EXPERIENCE NEEDED. Do hamburger franchise owners flip the burgers in their stores? No way. Liberty franchisees are CEOs. You manage your store, you staff it, and you network with other businesses to connect with your community. You will be in business for yourself with a very powerful partner in the franchising community.

5Tax Practice For Sale in Chesterfield County, VATax Practice in Chesterfield County for Sale!
$227,752
Tax Practice For Sale in Chesterfield County, VATax Practice in Chesterfield County for Sale!

Midlothian, VA

This is a turnkey system in Midlothian, VA with solid results and unlimited potential. NO TAX EXPERIENCE NEEDED. Do hamburger franchise owners flip the burgers in their stores? No way. Our franchisee's are CEO's. You manage your store, you staff it, and you network with other businesses to connect with your community. You will be in business for yourself with a very powerful partner in the franchising community.

Insurance Agency
$325,000Cash Flow: $140,000
Insurance Agency

Scott County, VA

Allstate Agency for sale. 1.4 Million in premium Seller looking to relocate out of state, Agency located in the Southwest, VA area for 27yrs, Clean book, 90% P&C, balance is a mix, Eligible for enhanced comp, building could be sold with the agency, Seller and Staff willing to stay through transition, Retention: 80%, Annual Premium: $1.4mil+, Request Amount: $325,000

Profitable & Growing Tax Preparation Franchise
$115,000Cash Flow: $71,832Seller Financing
Profitable & Growing Tax Preparation Franchise

Front Royal, VA

Great opportunity to take over an established and growing tax preparation business in Front Royal, VA. The business was founded in 2006 and has seen steady and increasing revenue and cash flow growth over the years. The owner and staff pride themselves on providing exceptional customer service to an expanding base of customers and clients. This is a unique opportunity for a tax preparer to take over a well-known franchise in a growing industry and market. The business is poised for continued growth and expansion – even more so in the coming years with recent changes to the federal tax code. There is an impressive number of new and repeat customers yielding consistent revenue and cash flow. Don’t miss out on this opportunity and contact us today!

Fredericksburg, VA Accounting and Tax Practice For Sale
$205,000
Fredericksburg, VA Accounting and Tax Practice For Sale

Fredericksburg, VA

• Seller willing to assist buyer through transition to ensure maximum client retention. • Gross revenue for 2018 of $150K with 2019 expected over $180,000! • Revenues comprised of 63% individual and business tax, and 37% accounting/write-up. • Low overhead expense yielding EXCELLENT cash-flow to owner! • Office space available for buyer if needed!


Become a BizBuySell Edge Member Today!