Financial Services

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Groundbreaking Nationwide Medicare Insurance Brokerage- $25MProven concepts, large block of business, unique and mature IP
$25,000,000Seller Financing
Groundbreaking Nationwide Medicare Insurance Brokerage- $25MProven concepts, large block of business, unique and mature IP

Austin, TX

Unique opportunity for a serious buyer who wants to make an immediate impact in the Medicare Health Insurance Market. Developed in 2007 by two entrepreneurs 49 years of combined success in this marketplace, this company has broken ground in internet marketing, call center development, online sales and proprietary agency automation software. Guaranteed future income from existing book of business alone is over $14M even after adjusting for historical attrition rates. The company is an online and call center based insurance brokerage focused almost exclusively on Medicare Supplement (Medigap) Insurance products. It is licensed in all 50 states and DC and has deep established relationships with over 25 top rated insurance carriers. The sales process, marketing and advertising assets, know how, abilities and scalability are unmatched. The business processes are mature and mostly automated, the result of many years of focused attention of top business minds who are on top of this industry working with software developers to solve and simplify a million problems. This kind of work, if possible to reproduce, would take many years and a lot of advanced expertise, know how and trial and error over 10 or more long development cycles. The business could benefit from fresh visionary leadership, an expansion of capital investments and an increase in executive bandwidth. It is an ideal acquisition for an insurance company or investor who either wants to expand their reach or improve their processes in the marketplace or someone who is looking to hit the ground running when entering into it. This agency provides a turnkey opportunity. The company generates $1.1M of annual free cash flows, with each year's new sales of approximately $800k generating from $3.2M to $6.2M in long-term revenues through renewals.

Chain of Payday and Title Loan Stores in South Central U.S.
$16,995,000Cash Flow: $3,390,000
Chain of Payday and Title Loan Stores in South Central U.S.

US

Mid-sized Payday and Title loan chain, located in the South Central United States. This consumer lending business, has been a trusted source of cash advances/payday loans, installment loans, title loans, and auto equity loans for many years. By offering neighborhood-based services to those who are underserviced by traditional banks, this business has been able to create a loyal clientele. Friendly customer service, reasonable fees and a safe environment all work hand in hand with a line of popular services to create a great business opportunity. Call David Yezbak at 803-779-2919 or fill out the online request form for more information.

Niche Financial Services in 25 States - With High Asset Value!
$10,000,000Cash Flow: $1,621,851
Niche Financial Services in 25 States - With High Asset Value!

Los Angeles, CA

This small 16 year old firm, which operates in 25 states, is the undisputed national leader in its highly niche area of the financial services market (broadly speaking – as it does not engage in traditional financial service related activities). The company relies on its private investigation licensing, data collection and data management abilities, and in-house 18 person print, direct mail and customer service staff to facilitate client’s financial settlements. It is not a debt collection or debt settlement company or legal service; in fact, is quite the opposite. It could best be described as a ‘feel good’ service whose 400,000 plus past clients welcome its unique value proposition. In fact, those who do not qualify to become clients wish they did, as the company is only paid on a performance basis!

Cash Cow Consumer Credit Restoration BusinessOnly serious buyers. Must have verified funds.
$10,000,000Cash Flow: $4,950,000
Cash Cow Consumer Credit Restoration BusinessOnly serious buyers. Must have verified funds.

US

Looking for strategic buyout.

4Crowdfunding Platform with 20,000 Companies - $2M/Mo Revenue PotentialCompany has 14 years of operating history and 5 granted U.S. patents
$9,000,000
Crowdfunding Platform with 20,000 Companies - $2M/Mo Revenue PotentialCompany has 14 years of operating history and 5 granted U.S. patents

Austin, TX

Company maintains one of the largest crowdfunding platforms with 350,000 web visitors per year, 20,000 listed companies, 50,000 accredited investors, and $500 million in capital raised by client companies. Company also owns 5 industry patents cited by many Fortune 500 companies, 2 million business benchmarking statistics, and advanced software systems for business profiling, business planning and analysis, and a complete marketplace network construct. This crowdfunding platform currently generates SaaS-based revenue while a majority of the industry has shifted to much higher commission-based revenue as now allowed under the regulations. By likewise shifting this platform to commission-based revenue, it could generate $1 million per month in commissions in the first year and over $2 million per month in year two.

Downtown Honolulu, HI CPA Practice for Sale
$8,600,000
Downtown Honolulu, HI CPA Practice for Sale

Honolulu, HI

This well-established, reputable CPA practice for sale is located in Honolulu, HI produces annual gross revenue of approximately $781,000. It caters to a high-quality client base composed predominately of small to medium size businesses and loyal individuals, which should offer plenty of opportunities for expansion of services. Approximately, 85% of the total revenue is derived from businesses and the overall income is desirably mixed between accounting/write-up services for monthly retainer clients (69%), tax work (26%), and miscellaneous audit/review work (5%) to generate steady, dependable year-round income. There is a strong fee structure in place that yields excellent cash flow to owner of nearly 60% of gross. This turn-key practice is an exceptional opportunity for a seasoned CPA ready to step into an established, profitable practice primed for growth and complete with a tenured and knowledgeable staff in place to assist and provide for a smooth transition. It would also be a nice, profitable addition for an established firm looking to expand in this desirable market area

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

Mortgage Company – AVG. EBITDA of 3MM+ #299
$7,200,000
Mortgage Company – AVG. EBITDA of 3MM+ #299

Saint Louis, MO

This mortgage banking company has positioned its self as an industry leader in the home loan process. The business is currently performing over 800 loans annually, on a regional basis. Historical focuses have been and remain on the purchase mortgage sector. Multiple certifications allow the company to produce within most product classifications. The management, ownership, and loan officer teams are best-in-class and desire continuity under new management. Potential growth opportunities are national expansion, servicing loans, and branch banking. TERMS AVAILABLE for the right buyer. For more information, please call Ben Strake at 636.667.9409, or info@premierbb.com.

24 Year Old Mortgage Brokerage
$6,500,000Cash Flow: $1,598,322
24 Year Old Mortgage Brokerage

Palm Beach County, FL

Successful firm employing Licensed Loan Officers and funding over quarter of a billion dollars in loans annually. Currently expanding office floor space to accommodate their growing market share. Licensed Mortgage lender in multiple states. Please refer to listing number 0101-392574 and advisor John Talio when inquiring.

Niche Financial Services-28279
$5,200,000Cash Flow: $1,897,443Seller Financing
Niche Financial Services-28279

NY

Regional Check Cashing Service. TRULY UNIQUE BUSINESS. Long established, this business handled nearly $200,000,000.00 in gross services last year. Cash flow was approx. $1,897,443.00 after paying all management and staff salaries. THESE FIGURES COME DIRECTLY FROM THE TAX RETURNS. This is ideal for an institutional investor or private equity group The business has not needed any bank borrowing since 1992 as they have enough revenue to self-sustain. They handle small private clients as well as large corporate accounts. They have enough working capital to cover large accounts that most of their competitors cannot. The current owners spend less than 20 hrs/wk operating the business. The owners will stay on for a training and transition period. We are seeking a serious and qualified buyer with roughly $5.7mil. in liquid funds to cover the $3.2 mil downpayment and roughly $2.5 mil in working capital. Proof of Funds, Buyer Registration and Seller's NDA will be requested prior to releasing the physical addresses, tax returns or meeting with the owners. If you meet the criteria, please call 1-877-735-5224. Attention Business Owners: We are always in search of quality businesses to list, so if you are thinking of selling your business or would like to acquire another business, please email us at listingmanager@vestedbb.com or call us at 1-877-735-5224 to discover the difference that is Vested Business Brokers.

State Chartered Iowa Financial Institution
$5,000,000
State Chartered Iowa Financial Institution

Crawford County, IA

THE LAST OF A GROUP OF STATE CHARTERED IOWA FINANCIAL INSTITUTIONS FOR SALE. OFFERED AT $10.5 MILLION WITH ASSETS OF $75 MILLION. SERIOUS BUYERS ONLY. WILL NOT LAST LONG ON THE MARKET AS PREVIOUS INSTITUTIONS HAVE SHOWN. ONLY QUALIFIED BUYERS ONLY NEED APPLY. CONTACT KEN LIVINGSTON, 712-269-5276

$11,000,000 Multi-Location Insurance Agency for saleAsking $4,999,999 - Negotiable
$4,999,999Cash Flow: $628,000
$11,000,000 Multi-Location Insurance Agency for saleAsking $4,999,999 - Negotiable

Nueces County, TX

Founded in 2005 as a scratch agency, this business has grown to a large full service insurance agency with over $11,000,000 in annual premium. Multiple appointments with P&C carriers as well as Life, Health and Employee Benefits carriers. Gross revenues are $1,333,000 with EBITDA at appx $850,000. That's 3.75X Commissions or 6X EBITDA. Include the buyers new Debt Service and it's $150,000 positive on day one! Commissions Breakdown: Allstate Book - $700,000, TX Windstorm - $576,000, All other markets - $57,000. Owned building: Complete certified metal re-roof in 2016, Hardi-Plank Siding and Hurricane Windows in 2019. Solid Retention rates of 89% for Auto and 91.59% on Homeowners. Total P&C Retention is 88.04% Low Loss Ratio at 32.96%.

Online Commercial Lending Marketplace-Revenue 4.5mmOwner Benefit $900,000 - Prescreened for SBA Backed Financing!
$4,500,000Cash Flow: $901,110Seller Financing
Online Commercial Lending Marketplace-Revenue 4.5mmOwner Benefit $900,000 - Prescreened for SBA Backed Financing!

Baltimore County, MD

This business helps entrepreneurs in need of capital find lenders nationwide. This company is not a direct lender and only matches borrowers with lenders by providing a variety of lending products. Note: Prospective acquirers will be required to provide a personal financial statement, show proof of funds, sign a non-disclosure agreement and provide a resume to prove capacity to operate this company prior to being disclosed any information.

Midwest City, OK Captive Insurance Agency
$3,700,000
Midwest City, OK Captive Insurance Agency

Midwest City, OK

Well established agency with several referral partners in Real Estate and Mortgage Industry, will personally introduce buyer and transfer those partnerships. Agency Earned Premium is $12,300,000 and selling price is $3,700,000. 90 percent net retention in the book 7300 policies predominantly Home and Auto 3,000 square foot office space is for rental or purchase. Space has room for expansion.

Well known CPA Firm for sale
$3,650,000Cash Flow: $1,222,221
Well known CPA Firm for sale

Kansas City, MO

For Sale: A Well known CPA Firm located in the Kansas City Metro area. They have a great cash flow, solid relationships, and a loyal client base. They have established themselves as trusted advisors from the start, by diversifying their services that support clients throughout their lifecycle. They have positioned themselves as long-term partners, elevating themselves to provide strategic thought and vision. The firm places a heavy emphasis on niche markets and has a reputation for identifying exactly what unique needs customers have in specific industries. They specialize in several industries and offer the following services: Traditional Tax Services Accounting and Auditing Services Business Consulting Business Valuation Litigation Support Services Forensic Accounting Bank Financing Succession Planning Family Transition Planning If you are an investor looking for a CPA Firm that is positioned for growth, has a well-trained support staff, with multiple long term CPA's and the customer base to prove it then this is the one for you. For more information, please contact Scott Swim or send an email.

P&C Insurance AgencyINSURANCE AGENCY - UNDER CONTRACT
$3,500,000
P&C Insurance AgencyINSURANCE AGENCY - UNDER CONTRACT

FL

$1.3m book of business - P&C, independent - $3.5m firm - no brokers

Small State Bank for SaleGreat business for sale
$3,500,000
Small State Bank for SaleGreat business for sale

IL

State bank for sale under $3.5 M. Very Small bank for sale under $3.5 purchase price. Bank is one smallest bank in USA. Bank is clean and without problems. Management in place. Reasons for selling- Owners getting retired. Equity capital- approx. $1.5M Assets- $15M Management- Management in place, Proof of funds required, and only Principals need to contact.

Mid-Atlantic ATM Portfolio- $3.5M
$3,500,000
Mid-Atlantic ATM Portfolio- $3.5M

Baltimore, MD

590  high volume, stable locations, throughout the Mid-Atlantic and Northeast with strong contracts and a professional operation in place making for an ideal Regional ATM powerhouse! This portfolio is showing EBITDA of  $1.1M for 2017  as an owner of the business and increasing by the month. This portfolio currently has 590+ active ATM locations and ATMs in the Mid-Atlantic (Maryland) areas. Average monthly transactions were over 95,000 in 2017. All of the equipment has been 100 % EMV upgraded.  All locations are under long term evergreen contracts and every location is within 2 hours of the main office making this a very well laid out Portfolio List Price: $3.5M Financing is an option for serious and well capitalized buyer 2017 Revenue: $2.48M 2017 EBITDA: $1.1M Forward looking 12 months EBITDA- $1.2M+

San Diego P/C indpt brokerage 95% commercial. $905K Rev.San Diego P&C independent insurance brokerage for sale
$3,200,000Cash Flow: $404,000
San Diego P/C indpt brokerage 95% commercial. $905K Rev.San Diego P&C independent insurance brokerage for sale

San Diego, CA

Rare, once in a quarter century, unique and extraordinary strategic acquisition opportunity to acquire a full service property and casualty independent insurance brokerage in one of the most beautiful, desirable and affluent cities in the United States. Annual Seller’s Discretionary Cash Flow margin is a strong and consistent 45% and the brokerage operates smoothly and highly profitably when the owner is away on vacation and operates perfectly well during the owner’s regular extended golf trips. The acquirer of this brokerage can be as much or as little involved in day to day operations as they so desire. This brokerage is being sold by the very owner who founded the brokerage nearly 26 years ago. California Agency is a full service property and casualty independent insurance agency founded in 1993. Agency is being sold because the founder and president is retiring. Agency has four employees; three customer service reps and one bookkeeper. All are licensed and have been with the Agency for 3-12 years. Agency has 960 total clients with 2,868 total policies; with an overall retention rate of 94%. The Agency policies are 95% commercial and 5% personal. Year 2018 had 2,637 renewal policies and 231 new business policies. Agency works with over 100 carriers. Top rated carriers include Hartford, Liberty Mutual, Nationwide, CNA, SCIF, Falls Lake, Travelers, Allied and Mercury, among many others. Top product lines include workers' compensation, package policies and auto. Agency has tremendous growth potential via cross-selling as many clients are one policy clients and at least half of all policies can be cross-sold. Agency is also realizing strong current growth adding 231 new business policies during 2018. Agency is appointed in California only and thus serves only the California market. Agency management system is Instar. Seller leases office space from himself at a market rate so a long-term lease is available. The seller is also willing to sell the building with the Agency, if buyer is so interested. Total annual written premium for 2018 was $7,000,000 Annual commission revenue for 2018 was $905,000 Adjusted EBITDA $404,000 Asking price $3,200,000 Step one is to email me using the email address below and I will promptly reply with an NDA for you to sign and return. Please do not call first as a discussion is not going to happen until the NDA is signed and returned to me. Once the NDA is signed and returned to me, I will then provide you with all information necessary for you to properly evaluate this buying opportunity. If you contact my client directly without my prior knowledge and written consent, I will remove you from this buying opportunity process. All inquiries and requests for information must be directed solely to me; until such time that is it pre-arranged and appropriate for a phone and/or in person meeting with my client. Please be certain that your email has a complete signature line that includes your full name, title, company name, business mailing address, email address and phone numbers; because in order to do business with you, I need to know with whom I am dealing. I strongly prefer to work directly with actual buyers only. If you are a business broker, M&A professional or a transaction intermediary, then you need to have a signed agreement with your buy-side client that states that your compensation will come from your buy-side client as I do not engage in commission sharing under any circumstances. Thank you. Sean H. Hayes, CVA Expert Insurance Agency Appraiser M&A Transaction Advisor 225 N. Columbus Dr., Suite 4301 Chicago, IL 60601

Auditing Firm
$3,200,000Cash Flow: $950,161
Auditing Firm

UT

Auditing firm that was founded almost 30 years ago. The current owners purchased the business a few years ago and have continued to improve the business. Since inception the business has performed services for hundreds of companies and municipalities, both public and private within the State of Utah and throughout the United States. They have served more public entities in Utah than any other business in their industry and have saved and recovered millions of dollars for their clients, including cities, counties, school districts, manufacturers etc... Office ID: ABB19022 Contact us via email at: sales@alpinebusinessbrokers.com or visit www.AlpineBusinessBrokers.com for more Utah businesses for sale. Real estate transactions brokered by Alpine Business Brokers, LLC

Software as a service in financial industry
$3,000,000
Software as a service in financial industry

Ontario, NY

Software as a service company - recurring revenue currently from individual customers moving to enterprise customers - growth company looking for a financial partner to realize growth

2.8M Real Estate 7-Eleven AS Tenant & Your Own Laundry Check Cashing
$2,800,000
2.8M Real Estate 7-Eleven AS Tenant & Your Own Laundry Check Cashing

Ontario, CA

INVESTOR | BUSINESS OWNER Perfect For Absentee Owner Own Your Retail Center Tenant | 7-ELEVEN Rating AA - Tenant | YOUR Laundry & Check Cashing Business 2017 RENTAL INCOME $150,000 - Tenants | 7-Eleven Base Rent & Coin Laundry & Check Cashing = $132,00 Yearly - Tenants | NNN = $18,000/yr Approximately 2017 LAUNDRY CHECK CASHING INCOME Approximately $140,000 yearly 4,400 Sq Ft | 16,000 Sq Ft Corner Lot | 19 Parking Spots ABSENTEE OWNER Seller requires a signed NDA prior to providing address and or additional information. You can download the Buyer Profile and NDA PDF embedded in the ad in the Attached Documents, email it back to jtranbroker@gmail.com or fax 213 286 0706

Check Cashing And Financial ServicesCHECK CASHING AND FINANCIAL SERVICES
$2,800,000Seller Financing
Check Cashing And Financial ServicesCHECK CASHING AND FINANCIAL SERVICES

West Dade, FL

Established excellent Check Cashing Firm with over 10 years and 5 central offices in Dade and Broward grossing $70 millions is gross revenues. Excellent net. Owner will stay with buyers to train minimum 6 months. All financials are in place as required by federal regulations and are available with proper non disclosure agreement completed. a proof of fund will be required.

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.

Bookkeeping & Accounting Services Business
$2,600,000Cash Flow: $753,327
Bookkeeping & Accounting Services Business

CA

This is a very rare opportunity to acquire a bookkeeping and accounting business. A CPA license is NOT required to own and operate it since they do not do any income tax work. The revenue is nearly all recurring and the compound annual growth rate has been nearly 20% for the past 4 years. The growth rate has accelerated to 34% in 2018. The trailing-twelve-month revenue ending April 2019 is nearly $2.4 million. Owner earnings for the same period exceed $750,000. Revenue in 2018 is above $2.1 million which is up from under $1.6 million in 2017. 2019 is poised to be a record year for revenue and profit. The right buyer is a professional or company that has a strong background in bookkeeping and/or corporate accounting. The company manages books for businesses in a variety of industries including law firms, real estate, apparel, health and fitness, software and many other industries. The revenue is well distributed amongst its client base. No single customer exceeds 6.5% of its revenue. This is a recession-resistant business for a qualified buyer. Although the customer base is primarily in California, it can eventually be relocated. This is a highly confidential matter. No information will be provided without a signed confidentiality agreement and a completed financial profile demonstrating the financial wherewithal to consummate a transaction. If there is interest, please contact Bob Grewal at bob@seapointadvisors.com for a confidentiality agreement and profile form.

High Net Portable Construction-Heavy Commercial AgencyHigh Net Portable Construction-Heavy Commercial Agency
$2,600,000Cash Flow: $535,363Seller Financing
High Net Portable Construction-Heavy Commercial AgencyHigh Net Portable Construction-Heavy Commercial Agency

Whittier, CA

Business Description: Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: http://www.pronovapartners.com/engagement/high-net-portable-construction-heavy-commercial-agency/ Large, portable, construction-heavy book of commercial business is the result of six strategic acquisitions over eight years now offered as a collective opportunity for an established agency to cross-sell its way to long term profitability or fast-track a new agency’s launch. Since 2012, the company has specialized in construction-trade coverage and successfully grown into a robust and certifiable big book of business. Clients come from a broad geographical area and an immense range of trades seeking Worker’s Comp, general business liability and basic E&O coverage. The complexities of commercial mean that strong relationships are needed to for retention and to ward off internet shoppers. All files are loaded into AMS 360 for easy post-closing transition. A purchase will also include six active domains, some of which are generating inbound leads daily, plus all toll-free phone numbers that ring with new and recurring business. NDA is required for release of 25 page comprehensive Confidential Information Memorandum crafted by ProNova Partners.

Lower Central AB Multi-Location CPA Practice Two Hrs From City
$2,600,000
Lower Central AB Multi-Location CPA Practice Two Hrs From City

Lower Central Alberta, AB

•Very well balanced growing CPA practice with revenues as follows: Compilation and bookkeeping (19%); T1 (15%); T2 (32%); Audit and reviews (32%); Succession planning & Agristability (5%) •Owner is a CPA, CA •Practice consists of one main location which houses most of the staff members, a secondary location with one full-time employee plus three satellite locations to meet local clients. These satellite locations are only staffed as necessary. • Excellent cash flow to owner at 35% • Included in the asking price is approximately $200,000 of furniture and equipment and updated newer computer hardware and software •The ideal buyer will be an existing accounting practice or 2 to 3 designated professionals establishing a practice together. The buyer will have previous audit experience working with municipal clients as well as non-profit clients. As the firm has a large number of farm and ranch clients previous agricultural experience would be a benefit as well as a strong tax background. •Outgoing partners will be available for an orderly transition in order to ensure a successful transition to the new owner.

Small bank for Sale for $2,500,000Great business for sale
$2,500,000
Small bank for Sale for $2,500,000Great business for sale

IL

State bank for sale under $2.5 M. Very Small bank for sale under $2.5 purchase price. Bank is one smallest bank in USA. Bank is clean and without problems. Management in place. Reasons for selling- Owners getting retired. Assets- $29 M Management- Management in place, Proof of funds required, and only Principals need to contact.

610 Store Check Cashing Chain10 store check cashing chain
$2,500,000Seller Financing
10 Store Check Cashing Chain10 store check cashing chain

Philadelphia, PA

Sellers highly attractive business consisting of 10 Financial Service Centers located throughout Philadelphia, Bucks County and DelCo are now available for sale. These well known and established locations have been opened for years (est 1993) and have great visibility and generate strong foot traffic and revenues. Seller is a licensed money transmitter in PA and NJ, who is engaged in a money order business which will be included in this sale. Additionally, Seller's currency delivery company will be included with this sale as well, with over 20 active clients and 3 armored vehicles. Seller financing is available to qualified and serious buyers only.

Rare & Limited Opportunity to OWN 2 Top Performing Agencies! EP $8.8M
$2,495,000
Rare & Limited Opportunity to OWN 2 Top Performing Agencies! EP $8.8M

Miami, FL

Earned Premium $8.8 Million. This business is a rare and limited opportunity to own 2 top performing agencies. This turnkey opportunity consists of a preferred auto and homeowner customer base with excellent opportunity for growth in cross sales as well as life and financial services. Excellent potential to increase revenues through new & renewal commissions as well as performance bonus based on growth, retention, etc. This is an excellent opportunity to purchase a fully functioning duel operation with immediate positive cash flow!

Successfull International Business Consulting and Accounting CompanyWell established Business Consulting and Accounting Company
$2,490,000
Successfull International Business Consulting and Accounting CompanyWell established Business Consulting and Accounting Company

Hallandale, FL

This is an established International Business Consulting and Accounting Company specializing in assisting international entrepreneurs succeed in United States. The Company has a great reputation and has been one of the leaders in its segment for the last 15 years, owning a stable client portfolio of about 300 clients for a wide variety of services such as:Market Research, Business Plan, Planning, Company Formation in U.S, Europe or Offshore, Virtual Office and Mail Box, Accounting, Online Presence, Trademark Logistics, Assistance in obtaining a U.S. Visa. All the services mentioned above are provided in house. Some services provided by local affiliates are: Assistance in obtaining U.S. Visa The Business is located in South Florida and in addition has a focal point in São Paulo, Brazil in order to assist the clientele (most Brazilians). This Business is eligible for E2 or EB5 visas.

500K Owner Cashflow Medical Billing Texas, Move quick!
$2,400,000Cash Flow: $500,000Seller Financing
500K Owner Cashflow Medical Billing Texas, Move quick!

TX

15 year old billing company located in Texas. Single owner looking to retire. She is willing to stay on for transition or possibly beyond . Great clients and pipeline. Lost a major client last year was doing 3.5 mil now on target 2018 to do 2.5mil. SDE500k. Perfect for rollup or platform for private equity. Minimum 1.2 liquid cash to view company. 1. General Overview of customer base: Internal Medicine, Family Medicine, Pediatrics, Cardiology, Nephrology, Gastroenterology, Wound Care, Hospitalists Software 1. Please list the name of the system, vendor, and describe the terms of use for software: Open Practice Solutions 2. Do you own or lease the hardware: Lease 3. Age of the hardware: Cloud Based 4. Who maintains the system and hardware: Open Practice Solutions Medical Billing Software 1. What is the total number of medical insurance claims processed per month: 2. Do you submit your medical insurance claims electronically: Yes 3. What percentage of total claims do you submit electronically: 95% 4. Do you receive Electronic Remittance Advice: Yes 5. What percentage of total payments do you receive electronically: 95% 6. Can your medical billing software update payments and process secondary claims automatically: Yes – majority 7. Does your medical billing software include standard practice management software features, such as patient scheduling – yes; visit documentation – no; and patient relationship management – yes; and patient education - no 8. Is your medical billing software ONC-certified: no 9. Can it handle ICD-10: yes 10. Can it handle both CMS-1500 and UB-04 forms: yes 11. Does your software include claims scrubbing: yes 12. Does it support claims processing workflow management: yes 13. Does your medical billing software include inter-office and intra-office teamwork management: yes 14. What are 3rd party software components integrated with your medical billing software: clearinghouse = Etactics; offers worker’s comp module; offers automated patient appointment reminders

*** SBA Pre-Approved *** Tax Franchise - Multi LocationJackson Hewitt Multi-Location With High Growth Potential!
$2,350,000Cash Flow: $575,000Seller Financing
*** SBA Pre-Approved *** Tax Franchise - Multi LocationJackson Hewitt Multi-Location With High Growth Potential!

Pittsburgh, PA

TAX FRANCHISE ** SBA READY ** NO EXPERIENCE NECESSARY If you're looking for a solid business with a proven track record and great growth potential, then look no further. This business provides a rare opportunity to take part in one of the largest tax franchise operations on the market today. The business runs smoothly with managers in multiple locations. These 60 locations are spread across four states (Maryland, Virginia, West Virginia, Pennsylvania). The managers handle the daily activities and oversee their employees. This allows the owners the freedom to focus on the big picture of the business. The franchisor is recognized as an industry leader in training, and on-boarding of new franchisees. They have an entire department specializing in training owners new to the system, and make it a very seamless process for people without industry experience. As a new owner you'll have tremendous support as part of a national franchise network with more than 6,800 franchised and company-owned locations. Reach out to Van Daughtry today to receive a detailed financial packet on this exciting listing upon signing an NDA. This will not last long! You'll love these numbers.

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!

Allstate Agency 22 years in the community
$2,109,000
Allstate Agency 22 years in the community

Jackson, MI

This Allstate agency has a a strong relationship with the community in Jackson, MI. The agency has high visibility in the community. The agency has maintained a customer retention of 80%. After 22 years in the community, the agency portfolio holds approximately $7.4MM in earned premium. The agency is located on a heavy trafficked area and the agency provides a welcoming environment for customers. Allstate is unlike many other insurance opportunities in that you own an economic interest in your agency from day one. You can pass it down to the next generation or you can sell it back to Allstate (buyback is guaranteed at 1.5 times the renewal commission value of the book at 5-year vesting). There is no ceiling on the amount you can earn through Allstate's highly competitive commissions. You can also earn performance incentives and rewards. You won’t pay franchise or royalty fees as Allstate would prefer you use those funds to grow your business in areas that you feel will make the best impact. And better still, you can make a difference as an Allstate Agency Owner in your community by helping people protect what matters most.

Denver CPA Practice For Sale
$2,100,000Cash Flow: $752,000
Denver CPA Practice For Sale

Denver, CO

PRACTICE FACT SHEET: Denver, CO Supplied by New Clients, Inc. Purchase Price: $2.1 Million – Financing available to qualified applicants. Various programs available. Call for details. Net Profit: $752,153 Year Established: 2008 ACCOUNTING, BOOKKEEPING, COMPILATIONS Annual Clients: 2 Income Tax: Individuals: 300 Businesses: 300 Total: $1,456,716 Total Gross Income: $1,456,716 Computer Software: CCH Prosystem global fx (online Prosystem), CCH trial balance, CCH Practice Management for time and billing, QuickBooks to accept client records, Egnyte for internet storage. Description of Area: Denver metro. Description of clientele: Very specialized real estate. Lots of 1031 exchanges, TIC agreements. Anything to do with real estate. Constructions, realtors, rentals. Some basic 1040s. 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

Professional Sevices Company for Business
$2,000,000Cash Flow: $458,303
Professional Sevices Company for Business

Raleigh, NC

A fast-growing, highly diversified and lucrative Professional services Company that serves a wide range of clients in virtually every industry. They have helped 100's of clients, ranging from educational institutions, religious organizations, large privately held companies, nonprofits etc. Clients range from smaller companies to firms with annual revenues north of $1 billion. Bank financing available for qualified buyers. KEY FEATURES: • Recurring Revenue. • Holistic View- Majority of their competitors in this sector focus on one or two areas, this client covers the entire organization A-Z in searching for opportunities to help their clients. • Corporate Outsourcing - The drive for greater efficiency through outsourcing corporate functions will continue to put more work in the hands of professional firms. • Very seasoned staff, with many former corporate executives at large, Fortune 500 companies. • 95% of their clients come from referrals. Approximately 35% of sales is repeat. For more information call Jim Kniffen at Gulfstream Mergers & Acquisitions (704) 892-5151.

Cloud-based CPA firm for sale in Washington, DC
$1,950,000
Cloud-based CPA firm for sale in Washington, DC

Washington, DC

Washington, DC Cloud-Based CPA practice for sale that is growing rapidly. This online accounting practice has a heavy niche focus. Due to the strong foothold in this space, continued strong growth is expected. Firm has grown to a projected $1.75 million in revenue and counting. This is not a traditional firm. This is a modern “Fintech” type of accounting practice. The firm enjoys a reputation for being innovative, responsive, and for providing great service. There is a team of tech savvy professionals to service clients. Ideally, the successful buyer will be a well-rounded business leader with the skills, temperament, and financial capital required to manage a high-growth business. The ideal buyer will also be forward-thinking, open-minded, and enthusiastic about running a very different kind of accounting practice. Both clients and employees expect a different experience than a traditional firm. The buyer will be, or will become, knowledgeable on online businesses, entrepreneurs and technology. Buyer should have very good general business, tax and financial knowledge.

Independent Car Dealership
$1,950,000Cash Flow: $548,804Seller Financing
Independent Car Dealership

Kihei, HI

Turn-key independent car dealer that both sells and finances the vehicles they sell. There is also an onsite mechanic. The Seller has built a unique business with a customer-centric philosophy. The purchase includes the inventory, the loan portfolio, and the lease on the large lot and building.

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

Monterey, CA CPA Practice For Sale
$1,900,000
Monterey, CA CPA Practice For Sale

Monterey, CA

• The owner is a CPA • This practice was established in 1985 • Software in use includes Lacerte, CFS, QB's, CS Accounting, Office Tools Pro, Microsoft Office Suite, PDF Converter, TValue5 • Approximately 577 individual tax returns with an average fee of $765 per return • Approximately 300 business tax returns with an average fee of $1,500 per return • Approximately 59 other tax returns with an average fee of $930 per return • $64,600 +/- revenue is generated via consulting • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $912,000 • Lease expires in N/A. MTM; long-term lease available

Profitable Atlanta CPA Practice for Sale
$1,900,000
Profitable Atlanta CPA Practice for Sale

Atlanta, GA

This is a well-established CPA firm located in a popular suburb of Atlanta. The firm has developed an established expertise in audit with great margins. There are very good average tax preparation fees as well. As an example, the average fee for individual returns is approximately $500 per return. The result is that cash flow to owner is excellent! Single audits, Employment Benefits Plans, Reviews and Compilations make up a large percentage of total fees. Clients are high-quality and extremely loyal. The firm boasts an exceptional reputation within the community and offers its staff a great workplace culture.

CPA firm for sale North of Charlotte with an excellent team!
$1,850,000
CPA firm for sale North of Charlotte with an excellent team!

Charlotte, NC

This is a well-established CPA practice for sale located North of Charlotte in a desirable, fast-growing area. The practice has excellent and very experienced staff. They are a cohesive, trained team of professionals. The economic growth in the area is strong and well-positioned for future growth, so a buyer who wanted to aggressively grow the firm could likely do so. The current owners have mostly developed new business through word-of-mouth. Many clients have been with the firm for a very long time. They are in a variety of different industries and professions. Clients range in size from the very small up to $ 50M in annual revenue. There are no audits, and the practice has excellent cash flow to owner. Ideal buyer - A group of 2 or more CPAs with 10+ years of public practice experience would be able to thrive in this practice if they have the right client-service approach. The clients of this firm like the personalized service and laid-back culture of this practice. There aren’t too many unusual technical requirements of this firm. An owner with good tax, financial statement review, and QuickBooks experience could handle the technical demands.

**SBA Pre-Approved** Tax Franchise - Multi Location
$1,819,500Cash Flow: $574,886
**SBA Pre-Approved** Tax Franchise - Multi Location

Wake Forest, NC

UNDER CONTRACT - TAX FRANCHISE ** SBA READY ** NO EXPERIENCE NECCESSARY This business has had solid year-after-year growth for the past 4 years straight. The owners saw upside in implementing more efficient operating procedures, and put those plans in action. The business runs smoothly with managers in each of the 16 locations. These locations are spread between North Carolina and Virginia. The managers handle the daily activities and oversee their employees. This allows the owners the freedom to focus on the big picture of the business. The franchisor is recognized as an industry leader in training, and on-boarding of new franchisees. They have an entire department specializing in training owners new to the system, and make it a very seamless process for people without industry experience. Call to receive a company profile video and a detailed financial packet on this exciting listing. You'll love these numbers.

Omaha, NE CPA Practice for Sale
$1,800,000
Omaha, NE CPA Practice for Sale

Omaha, NE

This very well-established, reputable CPA practice for sale in Omaha, NE has annual gross revenues of approximately $1,772,000. The practice caters to a stable, high-quality client base composed in large-part of businesses and business owners as well as many loyal individuals that has grown steadily since inception. The practice has an excellent reputation for providing the highest level of service and quality work and is highly-profitable, yielding strong cash flow to owners over 55% of gross! Revenues are nicely mixed between services to generate year-round cash flow, including 55% tax, 25% audit & review services and 20% write up work. This quality practice has an excellent fee structure and a large number of business clients, which should provide for continued growth through referrals and plenty of opportunities for expansion of services. This turn-key practice, complete with a tenured, knowledgeable staff, is a first-rate opportunity for an experienced CPA or an established firm looking to expand in this market. The partners of the firm are flexible regarding transition and would be willing to continue working in the practice with the buyer for an extended time to assist in a seamless transition and continued success of the firm.

Title Insurance Company For Sale
$1,800,000Cash Flow: $327,039Seller Financing
Title Insurance Company For Sale

Hudson County, NJ

Our client is comprised of individuals possessing over 30 years of combined practical experience in the legal, real estate, and title insurance fields. This title company offers a variety of specialized services. Title insurance is the essential aspect of the business, accompanied by other integral services necessary to meet the needs of the most demanding customer. In addition, their offices are fully equipped with state-of-the-art technology, and will be continuously upgraded as necessary to meet the ever-changing needs of the title insurance industry. This progressive company fully understands that the needs of prospective clients, attorneys, mortgage lenders and real estate professionals are a vital part of their business. A qualified professional staff has worked both in and out of the typical law and/or real estate office. They have first-hand knowledge of the title insurance business. It is imperative for their clientele to have committed title insurance experts supporting them throughout each transaction. An extremely knowledgeable staff works with passion, devotion and commitment, providing thorough, efficient and professional services at all times Contact Michael Bernstein 888-869-6069, Ext. 18 or mbernstein@moxiebrokeragegroup.com NDA Required and POF

Chicago Tax Preparation with Financial Advising
$1,749,000Cash Flow: $546,594
Chicago Tax Preparation with Financial Advising

Chicago, IL

The owner is one of five CPAs and is willing to stay on up to 2 years if desired by the buyer. Located in the Chicago area and filing in 28 states, this company maintains great profit margins year after year! The firm offers complete income tax preparation and accounting services as well as comprehensive financial planning and advisory assistance. Over 13,000 annual billable hours from 4 CPAs and 3 bookkeepers contribute to the over $1.4MM in sales in 2018. Business options include bookkeeping, accounting, payroll, and tax work for small and large companies alike. Clients include S corps, C corps, LLCs, estates, trusts, and nonprofits. Services for individuals include personal tax returns, with over 250 personal returns linked to business customers. Additional offerings include personal financial planning, along with education and advice on investments, estates, and insurance. Capitalizing on an integrated view of all available services, this firm works to build long-term relationships with individuals and businesses that require a consistent and reliable financial partner. The well-trained and dependable team collaborate to meet the needs of each customer. With many years of combined experience, this group of professionals works nearly 13,000 billable hours annually. Some employees are full-time, while some are part-time, and a few are contracted as needed.

Southeast Iowa CPA Practice for Sale
$1,650,000
Southeast Iowa CPA Practice for Sale

IA

This very well-established CPA & Financial Services Practice for sale in the Southeast Iowa has annual gross revenues of approximately $1,172,000. The reputable practice caters to a stable, high-quality client base composed in of many businesses and business owners as well as many loyal individuals that has grown steadily since inception. The practice has an excellent reputation for providing the highest level of service and quality work and is highly-profitable, yielding strong cash flow to owner’s approaching 50% of gross. Revenues are nicely mixed between services to generate year-round cash flow, including 41% tax, 38% financial services/asset management, 17% accounting and 5% consulting. This quality practice has an excellent fee structure and a large number of business clients, which should provide for continued growth through referrals and opportunities for expansion of services. This turn-key practice, complete with a tenured, knowledgeable staff, is a first-rate opportunity for an experienced CPA or an established firm looking to expand in this market.

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

Woodland Hills, CA CPA Practice For Sale
$1,600,000
Woodland Hills, CA CPA Practice For Sale

Woodland Hills, CA

• The owner is a CPA • This practice was established in 1971 • Software in use includes Lacerte, Accounting CS • Approximately 100 bookkeeping clients generating $798,000 in revenue • Approximately 391 individual tax returns with an average fee of $795 per return • Approximately 192 business tax returns with an average fee of $1,353 per return • Approximately 15 other tax returns with an average fee of $950 per return • $5,200 +/- in revenue is generated via audit and review • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $563,800 • Lease expires in May 2021


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