Buy a Financial Services Business Today!

Financial services businesses are a main part of the U.S. economy, making up over 7% of the gross domestic product and producing over $7 trillion in revenue every year! This sector has a wide variety of different businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types. 

The financial consulting market continues to grow by about 5% annually, delivering over $60 billion in revenue. Private equity funds are going strong, increasing by around 8% even when the stock market has slower gains. There are a wide variety of options in financial services that let business owners cater to their areas of expertise.

 If you’re looking at financial services businesses for sale, it’s not hard to find one that harmonizes with your long-term goals. Whether you have a talent for recognizing talent, or you prefer explaining complex tax forms in simple terms, the financial industry can be a great opportunity for business success.

To get started in the financial services industry, you may need an impressive background that people and businesses can trust. This often requires advance preparation, such as post-grad education and business management experience. Majoring in economics and mathematics is helpful for any financial career. 

Before you buy a financial services business, you should carefully analyze its accounting records to make sure it has a strong market position or valuable potential for growth. Owning an investment company is easier if you have the liquid capital to lend to startups, and prior investment experience is a must.

Financial services businesses for sale

  • https://www.investopedia.com/ask/answers/030315/what-financial-services-sector.asp
  • https://www.thebalancecareers.com/starting-financial-services-career-2059870
  • https://www.investopedia.com/articles/personal-finance/091415/howto-guide-being-venture-capitalist.asp
  • https://www.selectusa.gov/financial-services-industry-united-states
  • https://www.ibisworld.com/industry-statistics/market-size/financial-planning-advice-united-states
  • https://www.forbes.com/sites/antoinedrean/2019/02/01/10-predictions-for-private-equity-in-2019/#7a27bdd65098
Financial Services

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4Tax Practices For Sale in Anchorage County! Two Locations!Tax Practice in Anchorage, AK for Sale!
Tax Practices For Sale in Anchorage County! Two Locations!Tax Practice in Anchorage, AK for Sale!

Anchorage, AK

This is a turnkey system in Anchorage, AK 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 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.

NE Arkansas CPA Firm
NE Arkansas CPA Firm

AR

AR1115: The seller of this NE Arkansas CPA firm is ready to approach retirement. The firm offers a great cash flow to the owner and services a large number of business clients! The firm offers a nice mix of work with: 22% of revenues from monthly and quarterly accounting and bookkeeping services 32% of revenues income tax preparation services for individual clients 37% of revenues from income tax preparation services for business clients 5% of revenues from income tax preparation services for trusts 4% of revenues from payroll services and preparation of reviews

Farmers Insurance Agency - Own Your Book!
Cash Flow: $60,000Seller Financing
Farmers Insurance Agency - Own Your Book!

Phoenix, AZ

We have a Farmers Insurance Agency opportunity in the Phoenix market. Our Agents Own Their Books of Business! This is an Agency Acquisition opportunity for a smaller book or a combination of 2 smaller books with total renewal commissions of $75,000. We're also looking to expand and add 2 Retail Agencies in our market. The newly updated Retail Agency Program is our most lucrative opportunity with 300% to 400% total commission bonuses available to the qualified agency candidate. New office startup bonus of $10K available for all of our start-up Agency Owners. Please contact our office to arrange a time to visit about the opportunities. Farmers has an approval process that will require background review (criminal/credit/driving) as well as minimum liquid asset verification of $70K. Financing for an agency purchase is available through our Farmers Credit Union. Agency Owners will need to obtain their AZ state insurance licenses for Property/Casualty and Life/Health before their start date.

Farmers Insurance Agency 3,000+ Policies
Seller Financing
Farmers Insurance Agency 3,000+ Policies

Tempe, AZ

GREAT CASH FLOW! Minimal service work, over 80% retention!! This is a dream agency to own, please contact for more detailed information. Priced to sell quickly. Located in Tempe, AZ.

2,000+ Policies Incredible Opportunity!!
Seller Financing
2,000+ Policies Incredible Opportunity!!

Maricopa County, AZ

1.6 Million in premium. Perfect affordable opportunity if you've ever thought about finally getting into the highly lucrative insurance industry!! Established agency in an excellent location. Low overhead, high revenue. Call today before its sold!!!

CA Agency for Sale
Cash Flow: $181,482
CA Agency for Sale

Los Angeles County, CA

Established P&C agency located in LA County. The agency has approximately $600k of revenue and roughly 2,000 policies in place. The book of business is primarily personal lines business with companies such as Alliance, Infinity, Kemper, National General & Anchor National. The agency has a scalable business model, great staff, and low loss ratios with its carriers. Interested buyers will need to own an independent P&C agency and demonstrate $180k in available capital or provide other evidence of financial capabilities to be disclosed. Financial information is based upon Trailing Twelve-months ending August, 2019. Seller is currently on a month to month lease.

Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA (SGV Area)
Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA (SGV Area)

Downey, CA

We have an established book of business in the LA metro area which currently has a total of 600 policies in force as of October 2019. (Approx. 90k in yearly commission renewals) The agency is located in the beautiful city of Claremont but can be relocated to any office location you desire (ideally within a 30 mile radius of current office) The agent has been in business for 37 years and holds an excellent retention rate but has decided it is time to retire. Sale price is TBD but will most likely be in the 90k-110k range. Price is totally negotiable between agent and buyer, Farmers does not get involved in selling price. This is an excellent opportunity for a candidate who wants to cross-sell this well rounded book of business as well as take advantage of our lucrative start-up bonuses, see below for additional information. Looking to acquire a bigger book of business with greater residual income? We will have more agencies for sale during the first quarter of 2020. The requirements are as follow: Satisfactory results of background check Property & Casualty License Life, Accident & Health License Minimum of $70,000 in assets (can be a combination of liquid, credit lines, and retirement plans such as 401k and IRA's) THIS IS NOT MONEY PAID TO FARMERS, IT IS A REQUIREMENT AS PROOF OF CAPITALIZED AND FINANCIALLY RESPONSIBLE CANDIDATES Compliant office location (will need corporate approval) and 1 licensed and appointed staff/employee Start up incentives include: Book qualifies for a 6 quarter bonus structure starting at a 180% new business commission multiplier (paid monthly) Additional quarterly bonuses One time $10,000 office startup bonus District paid trips/vacations and much more If taking over an existing book of business is not for you, we also have our retail program with attractive commission bonuses (300% on top of normal commissions) tailored for candidates that have a successful track record in financial services, sales, or networking and are ready to hit the ground running. CONTACT INFO: Any questions, concerns, or requests for additional information you may contact Paco Solórzano or Roy Corral at the Farmers District Office. 562-622-0062 paco.rcorral@farmersagency.com

Insurance Claims & Financial InvestigationA Profitable Insurance Investigative Services with a Huge Growth Potential
Cash Flow: $95,000
Insurance Claims & Financial InvestigationA Profitable Insurance Investigative Services with a Huge Growth Potential

Orange County, CA

The company provides investigative services for various insurance claims to verify validity of the claims. They also work with many lending banks and institutions to provide investigative services against any financial fraud including but not limited to mortgage fraud. Lastly, they work with various businesses, government agencies, and schools to provide background check on potential hires. The company has built a strong book of business in working with insurance carriers, attorneys, and major lending banks. The company has been in business for over 25 years. They are headquartered in Southern CA with a very strong presence in CA. The company has multiple satellite locations across the United Sates. A best fit acquirer would already be in this business wanting to expand their book of business, or would be working in a complementary industry wanting to expand laterally to adjacent markets. Please call to discuss the asking price.

Professional and Administrative Staffing Firm
Professional and Administrative Staffing Firm

US

West Coast based independent provider of professional and administrative contract and direct hire staffing solutions has established itself as a boutique staffing firm known for its distinguished track record of providing highly qualified, flexible and reliable placements to a loyal customer base in a variety of industries.

~PORTABLE NATIONWIDE So long as you’re licensed with CA DOI~~PORTABLE NATIONWIDE So long as you’re licensed with CA DOI~
Cash Flow: $190,000Seller Financing
~PORTABLE NATIONWIDE So long as you’re licensed with CA DOI~~PORTABLE NATIONWIDE So long as you’re licensed with CA DOI~

Cucamonga, CA

Independent homeowner’s agency / book of business for sale – this will go quick! Excellent book with very strong retention, estimated between 90-95% annually. Approximately 2,200 policies in force with 90% Homeowners and 10% ancillary product lines, only a few current auto policies. Cross sell bonanza is up for grabs on this acquisition. 80% of book has been with agency for 5-15 years! Total premium is approximately $3MM, commissions from carriers range from 10-15% mostly. Company works with 12 carriers, First American (27.1%) National General (26.8% – big bonuses historically due to loss ratio history, growth, retention bogeys achieved year after year after year), Arrowhead (13.7%) Stillwater (6.3%), Pacific Specialty (6.0%) all the remaining carriers are below 3.0% of the book of business. Perfect opportunity for an established agency to add grow inventory of homeowner policies to their book of business. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Employees: 1.5 to service the book of business by Buyer’s infrastructure. Facilities: To achieve quoted net income, would have to be a “roll-up” into an existing agency that absorbed all costs other than salaries for a senior account manager. Full recast available in the CIM after we secure the Buyer’s NDA. Competition: Insurance is a very competitive industry. Growth & Expansion: Carrier bonuses for new owner who adds to their current book of business. Very stable book with much room to expand and grow. Financing: If the price and deal structure is right. Support & Training: 2 weeks, 20 hours per week. This is a renewal book that’s on auto-pilot. Reason for Selling: Sellers want to focus on primary captive and independent insurance agencies in another state.

Established High Retention Insurance Agency for Sale!!
Established High Retention Insurance Agency for Sale!!

San Diego, CA

Established High Retention Insurance Agency for Sale!! We are looking for someone to buy a well-established profitable agency with above average retention. The office is located in North County of San Diego, CA. Immediate profits with award winning support team! Buyer must be licensed for for Property & Casualty, Life & Health and willing to attain their Series 6/63. Owner is looking to sell soon and will assist buyer with ongoing support to help with the transition. Owner is primarily interested in the welfare of clients and continuation of the office location. This is a turnkey business ready for some new energy to come in and help it grow! Get Support at every turn. With Farmers, you'll be in business for yourself, but not by yourself. You won't go at it alone. Joining Farmers family means you will: *Get help from experienced agents, business consultants, and District Manager who will ease you into the award-winning University of Farmers training program, where you'll learn insurance and business basics. *Be able to use Farmer's ready to-go brand advertising, sales support, and help for marketing. * Farmers Offers Start up Bonus of $10K for Branding Expenses!! * Be part of Fantastic Bonus Opportunity up to 30% on NB and Retention!! Did you know? Owning a Farmers® agency has been called The Best Small Business Opportunity in America.®

Profitable Insurance Business in Beautiful Northern CaliforniaNorthern California Best Opportunity in the State!
Seller Financing
Profitable Insurance Business in Beautiful Northern CaliforniaNorthern California Best Opportunity in the State!

Shasta County, CA

Businesses for sale on the Northern coast of California and in the mountains of Northern California . Whether you would like to spend your days escaping the heat along the beautiful coast of California or taking advantage of all of the outdoor recreation that Redding has to offer. We have a business for sale in both locations. Northern California has an opportunity for you to acquire an established business with Farmers Insurance. Business owners will inherit existing customer base with a operation servicing a 100 mile radius with a service area exceeding 250,000 in population. Ability to expand across California. Potential for additional income to exceed $100,000 • A $10,000 startup bonus and potential $25,000 product bonus available! Over 50 products available with income streams contributing to very high earning potential. Redding, CA: Redding offers 300 plus sunny days a year! . This picturesque area is surrounded by mountains, hiking trails, waterfalls, lakes and rivers. There is a regional airport and the coast is only a 2.5 hour drive. Redding is an outdoor enthusiast’s paradise offering unlimited activities and a wonderful place to call home. The area has affordable housing (median housing cost 300K compared to $600K in CA) and plenty of school options including public, private, charter and faith-based. Redding's University Preparatory was ranked top 1% (255th out of 28,813) in U.S. News Best High Schools with 79 participation of students taking advance placement courses. College options include community, private and CA State University affiliated classes. Coast: The business for sale in this area finds a home in this idyllic coastal region, where ocean fog rolls in from the ocean to blanket hushed redwood forests, and whales spout?offshore. Along the coast, artists set up their easels to paint scenes of crashing surf and whitewashed cottages wrapped in rose-filled gardens. Each year, December through May, look to the sea to witness roughly 15,000 gray whales swimming south for the summer. Contact me for additional information on our opportunities.

2Chris' Club $175,000Great Opportunuty
Chris' Club $175,000Great Opportunuty

Vallejo, CA

It's the FINEST DIVE BAR in the Bay Area!! This business is available now!! Includes full bar, full kitchen, fixtures, equipment, band stand for live music, pool tables, flat screen TV's, license, check cashing, 2 bathrooms, outdoor covered patio, barbecue, approximately 3200 square feet, parking, right off 80 freeway. Asking 175,000 Building can be purchased separately!

Denver Tech Center, CO CPA Practice For Sale
Denver Tech Center, CO CPA Practice For Sale

Arapahoe County, CO

? Sole-owner CPA practice ? Well established practice with stable client base. Excellent year-over-year growth and strong referral system ? 99% Tax Preparation (51% Individual; 46% Business; 3% Fiduciary) ? Cash flow to owner is 45%+ with potential to increase significantly first year of operations post sale and beyond ? Practice utilizes CCH ProFX, Quickbooks and Office 365 ? Two full-time, one part-time professional staff plus one administrative employee ? Offices are leased with space available to grow, absorb a small practice or sub-let ? Owner is looking forward to a change in work-life balance ? Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention plus additional practice growth via referrals

Denver, CO CPA Firm for Sale
Denver, CO CPA Firm for Sale

Denver, CO

? Sole-owner CPA practice in SE Denver ? Very strong year-over-year growth for several years ? 99+% Tax Preparation (42% Individual; 58% Business); <1% Accounting Services ? Average fee for 1040’s is $1,600; for business returns, $2,800 ? Accrual basis net to owner over 56%; ? CCH Tax software and QuickBooks for accounting ? Four professional staff and one administrative support employee ? Office space is in class A building, very professionally appointed with majestic mountain views ? Owner is looking forward to change in quality of life and eventual retirement but anticipates assisting buyer through an appropriate transition period (possibly longer term should the buyer desire a gradual transition)

Insurance Agency for Sale in Aurora, COWell Established Insurance Agency
Insurance Agency for Sale in Aurora, COWell Established Insurance Agency

Aurora, CO

We are seeking positive, business-minded individuals to help us grow a well-established Insurance Agency in Aurora, CO. This agency has 1,425 policies in force and approximately S150K in renewal revenue.Additional bonus opportunities from initial start ***Purchase price is negotiable*** This is an exceptional opportunity to build your own business. Farmers Insurance Group Inc. is one of the largest home and auto carriers and the leading carrier of specialty products. The Farmers name brand is synonymous with top quality insurance and financial products as well as excellent customer service. Our more than 50 products allow multiple sales to the same household, increasing client retention and commissions. You will be in business for yourself but not by yourself as your district office will support you every step of the way. Here are a some of the benefits you will enjoy as a Farmers Insurance Agent: - Comprehensive and award-winning training in all facets of the business - Highly competitive commission and renewal structure - Outstanding and unlimited earning potential - Financial Ownership in your agency ~ build equity for retirement - Flexible hours, control of your time and no working holidays - Group health and dental benefit plans available - Lead generation and marketing expense reimbursement Qualifications: - Previous experience in insurance, sales, customer service, or other related fields is preferred but not required - Property & Casualty, Life & Health insurance licenses are required. - Desire to be your own boss - Coachable - Excellent communication skills - Self-motivated and goal-oriented mindset - Strong organizational and time management skills - Desire to continually learn new products and services - Desire to be active in community

Farmers Insurance Centennial, CO Agency AvailableCentennial, CO Insurance Agency for Sale
Farmers Insurance Centennial, CO Agency AvailableCentennial, CO Insurance Agency for Sale

Centennial, CO

This established Farmers Insurance Agency has 95% retention year to date and over 90% yearly retention in previous years. Wonderful, loyal long time clients. Appx 850 policies in force with revenue ranging fro $110,000 to $116.000 over the last 3 years. Excellent office location at an affordable price. Buying party will be considered an independent contractor for Farmers and purchase will require their approval.

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

Boulder, CO

- Single-owner EA practice in the heart of Boulder - Approximately 91% Tax Preparation (roughly 2/3 individual clients and 1/3 entities); 7% Bookkeeping/Payroll; 2% consulting - Cash flow to owner before potentially duplicate expenses is a solid 55% of gross revenue - Practice utilizes Lacerte tax preparation software - One part-time employee – CPA - Owner is retiring; however, fully anticipates assisting the buyer for an appropriate period of transition

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

Boulder County, CO

- Single-owner CPA practice in vibrant, growing community - 79% Tax Preparation (71% Individual; 16% Business; 13% Other); 7% Bookkeeping; 14% Consulting - Cash flow to owner before potentially duplicate expenses is a respectable 43% of gross revenue - Practice utilizes Lacerte and Quickbooks - One part-time employee -- EA - Office space is owner-occupied; seller is open to selling or leasing space to new practice owner - Practice could also be absorbed and relocated into an existing practice within Boulder County - Owner is looking forward to retirement, but is open to working for buyer to aid in client retention and transition if the buyer wishes

Boulder Cty Tax & Accounting Practice For Sale
Boulder Cty Tax & Accounting Practice For Sale

Boulder County, CO

- Single-owner tax and accounting practice in vibrant, growing community - Demonstrated strong growth for several years - 93% Tax Prep (48% Individual; 44% Business; 8% Other); 5% Monthly Write-up; 2% Projections - Cash flow to owner before potentially duplicate expenses is very strong at 64% of gross revenue - Practice utilizes CCH Axcess and Quickbooks - Two part-time employees – both CPAs – to go with the practice - Owner looking to sell tax and accounting business to be able to focus on and grow another professional services business line - Owner anticipates not only assisting with the transitioning existing tax clients to buyer, but also forging a strong referral relationship - Buyer will need to arrange for new office space (preferably in Boulder County) as the owner intends to continue occupying current space

5Turn-key Insurance Agency For Sale in Beautiful Boulder, COWell Established Insurance Agency - 32 years in business
Turn-key Insurance Agency For Sale in Beautiful Boulder, COWell Established Insurance Agency - 32 years in business

Boulder, CO

Farmers Insurance Agency For Sale In Boulder, CO 2,100 policies in force $263,000 in renewal revenue Additional bonus opportunities from initial start ***Purchase price is negotiable*** We are seeking positive, business-minded individuals to help us grow a well-established Insurance Agency in Boulder, CO. This is an exceptional opportunity to build your own business. Farmers Insurance Group Inc. is one of the largest home and auto carriers and the leading carrier of specialty products. The Farmers name brand is synonymous with top quality insurance and financial products as well as excellent customer service. Our more than 50 products allow multiple sales to the same household, increasing client retention and commissions.

Insurance Agency available in ColoradoInsurance Agency available in Louisville, Colorado
Cash Flow: $77,000
Insurance Agency available in ColoradoInsurance Agency available in Louisville, Colorado

Louisville, CO

This established Farmers Insurance agency has been in the Louisville community 46 years! The charming small town of Louisville is at the base of the Rocky Mountain front range and just 25 minutes to Denver. Since 2009 Money Magazine has five times named Louisville, CO amongst the best places to Live. The agency currently has 876 policies in force which qualifies it for Farmers under 1000 policies in force bonus program as well as a $10k office start-up bonus. Furniture and fixtures included!

Insurance Agency available in ColoradoLongmont, CO insurance agency will be gifted to the right candidate
Cash Flow: $154,000
Insurance Agency available in ColoradoLongmont, CO insurance agency will be gifted to the right candidate

Longmont, CO

- This combined agency will be gifted to the right person, however the candidate will need to show proof of at lease 70k in liquid assets for approval. (multiple accounts may be considered) - Combination of 3 agencies that will be combined into 1 or may be able to separate. - Office start up bonus of $10K! - May be able to assume existing branded office or can find new location in Longmont.

South Central Colorado Tax & Acct Firm for Sale
South Central Colorado Tax & Acct Firm for Sale

CO

- Long-standing single-owner CPA practice; highly regarded in local community; strong growth potential via referrals from existing clients - 54% Tax Preparation (59% Individual; 40% Business; 1% Other); 37% Bookkeeping/Payroll; 9% Tax Planning & Consulting - Cash flow to owner before potentially duplicate expenses is a respectable 48% of gross revenue - Practice utilizes Lacerte, Quickbooks and Sureprep - One full-time professional staff; one PT seasonal receptionist; one PT seasonal office manager - Office space is owner-occupied; seller is open to selling or leasing space to new practice owner - Owner is looking forward to retirement after a long, successful career - Owner is flexible on involvement after closing; however, at a minimum anticipates assisting buyer through an appropriate transition

CO Western Slope EA Tax Practice For Sale
CO Western Slope EA Tax Practice For Sale

CO

? Sole Practitioner EA Practice ? Revenue mix is 51% Business Tax, 48% Individual Tax and 1% Other Entity ? Owner's cashflow is 40% but will be improved greatly with changes in operations being put into effect ? Software used is Ultra Tax CS, QuickBooks and Sage ? Office space is owner-occupied; seller is open to selling or leasing space to ? new practice owner ? Owner is looking forward to moving out of state and semi-retirement ? Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

South Denver, CO Highly-profitable, Growing CPA Practice for Sale
South Denver, CO Highly-profitable, Growing CPA Practice for Sale

Denver, CO

- Single-owner CPA practice in convenient central location - Strong revenue growth for last several years - 81% Tax Preparation (70% Individual; 24% Business; 6% Other); 11% Bookkeeping; 8% Consulting - Cash flow to owner before potentially duplicate expenses is a remarkable 76% of gross revenue - Practice utilizes ProTax Online and QuickBooks - Office space is shared with two other CPAs; seller is flexible on lease assumption - Owner is needing to step away to care for ailing parents in another state, but not planning to leave Colorado - Therefore, owner will be available to assist buyer through an appropriate transition period to maximize client retention

Castle Rock, CO Tax and Audit Firm for Sale
Castle Rock, CO Tax and Audit Firm for Sale

Castle Rock, CO

- Single-owner CPA practice in vibrant, growing community - Demonstrated double-digit growth for several years - 64% Tax Preparation (67% Individual; 3% Business); 16% Bookkeeping/Payroll; 2% Consulting; 18% Audits & Reviews - Cash flow to owner before potentially duplicate expenses is a respectable 42% of gross revenue - Practice utilizes UltraTax and Intuit Client Accounting - One administrative employee - Professional office space with two private offices - Owner is looking forward to retirement after a long, successful career - Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

160K Colorado Springs, CO - CPA Practice For Sale
Cash Flow: $90,000
160K Colorado Springs, CO - CPA Practice For Sale

Colorado Springs, CO

ABA Advisors represents this CPA practice located in Colorado Springs, CO. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice has a nice mix of individual tax and business clients. Average fees are solid for a practice of this size and should net more than 60% to the Buyer that purchases the business.

Colorado Springs, CO Tax & Write Up Clients For Sale
Colorado Springs, CO Tax & Write Up Clients For Sale

Colorado Springs, CO

- Successful CPA firm looking to sell a portion of its client list - Ideal buyer is one with an existing practice to use as collateral for lender financing - 27 client relationships averaging $6,500 per relationship - Most are S Corporations & related individuals (87% of revenue); remainder is one C Corp, one LLC plus individual and one sole prop - 26 of the 27 relationships provide monthly revenue stream which averages over $13,500 per month - All clients being sold are accustomed to online service delivery using Quickbooks Online and video meetings, screen sharing etc. - Seller business model has changed to focus on project-based tax planning clients rather than monthly service clients - Tax software is Ultratax

Colorado Springs, CO CPA Practice For Sale
Colorado Springs, CO CPA Practice For Sale

Colorado Springs, CO

? Sole-owner tax and accounting CPA practice in vibrant Colorado Springs, CO (just named the best city in the USA in which to live) ? Very stable, strong revenue stream with modest growth the past few years ? Tax return preparation services are approximately 64% Individual returns, 32% Business returns and 4% Fiduciary returns ? Just over 200 accounting services relationships including write-up, payroll and sales tax returns, accounts payable processing and monthly or quarterly compilations ? Cash flow to owner before potentially duplicate expenses is 29% of gross revenue with potential for improvement with restructuring and/or consolidation with another practice to achieve efficiencies of costs ? Practice utilizes Pro Systems and QuickBooks software platforms ? Seven full-time professional tax preparer staff members; 4 bookkeeping staff members; 2 administrative staff members plus seasonal tax season members get the work out ? Leased office suite in great NW location with just over a year left on the current lease ? Owner is looking to future retirement after long, successful career but wishes to assist buyer through an appropriate transition period to maximize client knowledge transfer and retention

$420,000 Colorado Springs, CO – CPA Practice For Sale - ABA Advisors
$420,000 Colorado Springs, CO – CPA Practice For Sale - ABA Advisors

Colorado Springs, CO

OVERVIEW - ABA Advisors represents this CPA practice located in Colorado Springs, CO. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The practice is about 50/50 business and personal clients. Average fees are high for a practice of this size and the net cash flow is approximately 55%.

Colorado Springs, CO CPA Practice for Sale
Colorado Springs, CO CPA Practice for Sale

Colorado Springs, CO

- Single-owner CPA practice in vibrant, growing community - 51% Tax Preparation (60% Individual; 40% Business and Trusts); 27% Bookkeeping/Payroll; 22% Planning & Consulting - Cash flow to owner before potentially duplicate expenses is a solid 54% of gross revenue - Practice utilizes ProSystems and QuickBooks - Three full-time employees – CPA, paraprofessional and office manager; plus one seasonal CPA - Spacious professional office space with four private offices and more - Owner is looking forward to retirement after a long, successful career - Owner anticipates assisting buyer through an appropriate transition period and/or continuing with the new owner for one year

Colorado Springs, CO CPA Practice for Sale
Colorado Springs, CO CPA Practice for Sale

Colorado Springs, CO

- Single-owner CPA practice in vibrant, growing community - 46% Tax Preparation (67% Individual; 33% Business); 54% Bookkeeping/Payroll; < 1% Other - Cash flow to owner before potentially duplicate expenses is a strong 54% of gross revenue - Practice utilizes ProSeries and Quickbooks - One full-time; one part-time employee - Office space is on month-to-month lease with potential for new long-term lease - Owner is looking to reduce time commitment for personal reasons

NW Metro Denver, CO Long-standing CPA Firm For Sale
NW Metro Denver, CO Long-standing CPA Firm For Sale

CO

- Two-owner CPA practice in vibrant, growing community - Demonstrated double-digit growth over last 3 years - 59% Tax Preparation (68% Individual; 29% Business; 3% Other); 40% Bookkeeping/Payroll; 1% Consulting & Litigation Support - Cash flow to owner before potentially duplicate expenses is a respectable 42% of gross revenue - Practice utilizes UltraTax and QuickBooks - Six full-time employees – One office manager; 5 client service professionals - Exceptional office suite with growth potential in easily accessible location - Owners are looking forward to retirement; however, both open to remaining with the practice on a reduced schedule for 1 or more years

Westminster, CO Enrolled Agent Practice for Sale
Westminster, CO Enrolled Agent Practice for Sale

CO

- Single-owner EA practice - 81% Tax Preparation (69% Individual; 31% Business); 10% Bookkeeping; 9% Planning/Consulting - Cash flow to owner before potentially duplicate expenses is a respectable 49% of gross revenue - Practice utilizes UltraTax and QuickBooks - One administrative employee - Professional office space in easily accessible location - Owner is looking forward to retirement after a long, successful career - Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

Durango, CO Tax Practice For Sale
Durango, CO Tax Practice For Sale

Durango, CO

? Single-owner EA tax practice ? Long-term, stable client base with strong referral opportunities ? Revenues are primarily Tax Preparation Services (69% Individual; 28% Business) with Tax Planning & Consulting Services (3%) accounting for the balance. Great potential to add additional services, especially write-up work, and financial planning engagements as well ? Cash flow to owner is 63.5 % of gross revenue before potentially duplicate expenses ? Practice utilizes Drake and Quickbooks software ? One seasonal tax preparer paid on production based commission ? Office space is professionally appointed leased space ? Owner is looking forward to retirement after a long, successful career ? Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention

Durango, CO CPA Practice For Sale
Durango, CO CPA Practice For Sale

Durango, CO

? Sole Practitioner CPA Practice ? 86 % Tax Prep & Planning (50/50 Business/Individual); 7% Accounting; 7% Other Services ? Discretionary Cash Flow just over 64% ? Intuit Pro Series software ? Two F/T CPAs, Tax Season Only CPA, P/T Bookkeeper, Tax Season Receptionist

Fort Collins, CO CPA Practice for Sale
Fort Collins, CO CPA Practice for Sale

Fort Collins, CO

- Single-owner CPA practice in thriving business community - Stable revenue based for many years - 94% Tax Preparation (69% Individual; 31% Business; <1% Other); 2% Bookkeeping; 4% Planning - Cash flow to owner before potentially duplicate expenses is a respectable 41% of gross revenue - Practice utilizes Ultratax and Quickbooks - One full-time office manager - Assumable lease - Owner is looking forward to retirement; however, is open to staying on with new firm for one or more years

$250,000 Larimer County, CO - CPA Tax Practice For Sale
$250,000 Larimer County, CO - CPA Tax Practice For Sale

Larimer County, CO

OVERVIEW ABA Advisors represents this CPA practice located in Larimer County, CO. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice provides individual and business tax returns, with 2/3 of the clientele being individuals and the remaining 1/3 businesses. The business is profitable and should provide nearly 50% cash to a potential buyer.

$620,000 Ft. Collins/Loveland, CO Area - Tax/Accounting Firm for Sale
$620,000 Ft. Collins/Loveland, CO Area - Tax/Accounting Firm for Sale

Larimer County, CO

OVERVIEW ABA Advisors represents this CPA practice located in the Ft. Collins/Loveland, CO area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The practice has a good mix of services to both individuals and businesses, including tax preparation and monthly/quarterly/annual bookkeeping.

Insurance Agency available in ColoradoInsurance agency available in desirable Loveland, Colorado
Cash Flow: $65,000
Insurance Agency available in ColoradoInsurance agency available in desirable Loveland, Colorado

Loveland, CO

This Farmers Insurance agency has been in the community for 18 years! Loveland, CO know as the Gateway to the Rockies as well as the Sweet Heart city is located 45 minutes north of Denver. Hiking/nature trails, sculpture parks, and free outdoor concerts in the summer and the Budweiser event center are just a few things that Loveland has to offer.This agency offers a $10k office start-up bonus and furniture and fixtures are included.

South Central CO CPA Firm for Sale
South Central CO CPA Firm for Sale

CO

? Sole Practitioner CPA Practice ? 81% Tax Preparation (187-1040’s, 66-Business) ? Lacerte Tax Software ? Owners Discretionary Cash Flow nearly 84% ? One bookkeeper employee ? Excellent consolidation prospect with CO1120

$200,000 DC Metro area - CPA Firm For Sale - ABA Advisors, Chuck Hayes
$200,000 DC Metro area - CPA Firm For Sale - ABA Advisors, Chuck Hayes

Washington, DC

OVERVIEW - ABA Advisors represents this CPA practice where the clients are located in the Washington DC Metro area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The practice serves high new worth individuals and small business owners. The practice prepares 31 1040’s, a total of 16 corporate and partnership returns and 3 others. There are 2 reviews and 1 compilation in addition to a small amount of consulting. AVERAGE FEES ARE WELL ABOVE AVERAGE FOR A PRACTICE THIS SIZE.

$1.3M Wilmington, DE Area – Accounting Practice For Sale
$1.3M Wilmington, DE Area – Accounting Practice For Sale

Wilmington, DE

OVERVIEW - ABA Advisors represents this high volume accounting practice located in the Wilmington, DE area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The practice is a little over 50% individual tax clients, 450+ business tax returns and has a significant number of bookkeeping and payroll clients.

CPA Firm - retirement minded owner looking for affiliate
CPA Firm - retirement minded owner looking for affiliate

Fort Lauderdale, FL

CPA Firm - Sole Owner. Located in Broward County / Ft. Lauderdale Area. Firm work consists of tax preparation, write-up and general accounting. Retirement minded practitioner looking to associate with young, competent, personable, ambitious, individual (with or without own practice) to work with for increasing equity interest in the practice or merger. Must be a CPA or Enrolled Agent. Contact: SSL_CPA@Yahoo.com or call 954-682-2719 leave message or text for reply This is an established business and not a franchise.

Accounting and CPA Firm
Accounting and CPA Firm

Fort Lauderdale, FL

Established and profitable accounting and certified public accounting firm located in Broward County. Firm specializes in corporate, individual and compliance accounting work. Long term clients with established and trusted relationships. Existing sole owner looking to transition future associate owner through increasing equity interest or possible practice merger. Please contact if you are competent, personable, possess managerial skills, are enrolled agent or CPA. Call (leave message) or text: 954-682-2719 e-mail: SSL_CPA@Yahoo.com This is an established business and not a franchise.

Portable Short Term Health Book 3,200 PIF’s, 1,200+ Clients Nationwide
Cash Flow: $375,000
Portable Short Term Health Book 3,200 PIF’s, 1,200+ Clients Nationwide

Fort Lauderdale, FL

Perfect expansion opportunity for an insurance agency looking to diversify into individual health distribution with a focus on short term health benefits. This presents an exceptional opportunity to buy into a nationwide short term health insurance sales distribution platform where all sales and closings are done remote via the phone with an exceptional sales-team that is eager to stay and grow under new ownership. Retention is around 60%, total headcount is 5 and those folks have been with the business for awhile. This is absentee-run for now; as a family operation, this would throw off major cash. Current producers are paid quite well. Top carriers by revenue include National Health Insurance Company, Health Option One, Independence Holding Co. (among others). NDA is required for further details from ProNova Partners.

Allstate Ins. Agency - South Florida / Broward County 1 - (KP)
Allstate Ins. Agency - South Florida / Broward County 1 - (KP)

Broward Mall, FL

LOCATION City/State: South Florida/Broward County area County: Broward County Location Available: Available to lease. Rent/Lease Terms: 1333 square feet in single story office strip center Rent/Lease Rate: $3,920 per month. F&E Available: All Furniture and Equipment to convey. Years in business: Opened 2017. Agent ESA location of multi-agency operation Location Photos: Available on request. Current Agency Staffing: 7 full-time P&C licensed professionals. 2 are Life licensed as well. Staff is paid a combination of hourly or salary plus commission. Staff is experienced with the agency. Agency also has a great relationship with an Exclusive Financial Specialist and access to a Benefits Specialist to serve client needs. Agency also has telemarketing team FINANCIAL Asking Price: Confidential until NDA Received financial verification of $500K liquidity required. Annual New/Renewal Revenues: Confidential until NDA received. Earned Premium: Confidential until NDA received Bank Financing Available: Local and national lender referrals available on request Seller Financing Available: Only if necessary, terms negotiable. Satisfactory collateral required Detailed Financial Reports: Available on request with approved bank qualification letter GENERAL INFORMATION Award winning established agency is located in a growing, active community in the South Florida Broward County area. Primary agency may be purchased with an opportunity to consider second location as an individual purchase or as a possible co-location. This $3.038 M plus Allstate earned premium agency is consistent of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. Agency also includes large brokered book. Great potential to increase revenues as well as performance bonus based on growth, retention, etc. Experienced, licensed staff are open to transition with the sale. The agency is process driven and will be seamless in transition for the next owner.

Allstate Ins. Agency - South Florida / Broward County 2 - (KP)
Allstate Ins. Agency - South Florida / Broward County 2 - (KP)

Broward Mall, FL

LOCATION City/State: South Florida/Broward County area County: Broward County Location Available: Available to lease. Rent/Lease Terms: 1030 square feet in single story office strip center Rent/Lease Rate: $3,005 per month. F&E Available: All Furniture and Equipment to convey. Years in business: Opened 2015. Agent primary location Location Photos: Available on request. Current Agency Staffing: 6 full-time P&C licensed professionals. 2 are Life licensed as well. Staff is paid a combination of hourly or salary plus commission. Staff is experienced with the agency. Agency also has a great relationship with an Exclusive Financial Specialist and access to a Benefits Specialist to serve client needs. Agency also has telemarketing team FINANCIAL Asking Price: Confidential until NDA Received. financial verification of $500K liquidity required. Annual New/Renewal Revenues: Confidential until NDA received. Earned Premium: Confidential until NDA received Bank Financing Available: Local and national lender referrals available on request Seller Financing Available: Only if necessary, terms negotiable. Satisfactory collateral required Detailed Financial Reports: Available on request with approved bank qualification letter GENERAL INFORMATION Award winning established agency is located in a growing, active community in the South Florida Broward County area. Primary agency may be purchased with an opportunity to consider second location as an individual purchase or as a possible co-location. This $4.3 M plus Allstate earned premium agency is consistent of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. Agency also includes large brokered book. Great potential to increase revenues as well as performance bonus based on growth, retention, etc. Experienced, licensed staff are open to transition with the sale. The agency is process driven and will be seamless in transition for the next owner.

$300k Orlando, FL Area (South) – CPA Practice For Sale - ABA Advisors
$300k Orlando, FL Area (South) – CPA Practice For Sale - ABA Advisors

Orlando, FL

OVERVIEW - ABA Advisors represents a large firm looking to divest its' non-niche focused clients. These are quality clients with solid average fees. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The client base is a good mix of individual and business clients. Average fees are solid and there is year-round work to help steady cash flow.


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