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Independent Financial Management FirmThis firm in Eastern Iowa has been working with individuals and businesses for 2
$1,750,000Cash Flow: $613,516
Independent Financial Management FirmThis firm in Eastern Iowa has been working with individuals and businesses for 2

IA

This Independent Financial Management Firm for sale in Eastern Iowa has been working with individuals and businesses on investment and retirement planning for 26 years. With their dedicated staff and independent status, the company has set themselves apart from branded agencies by placing a strong focus on what is best for their customer. With over 1,000 clients, the business has grown through word of mouth, workshops and educational dinners. The business is located in a well-maintained 2,800 square foot building in a larger metropolitan area.

4Jackson Hewitt Tax Service Existing Business in Ottumwa, IA3 Walmart Locations
$45,000
Jackson Hewitt Tax Service Existing Business in Ottumwa, IA3 Walmart Locations

Ottumwa, IA

Jackson Hewitt Tax Service is the 2nd largest in-person full service tax preparation company in the nation. Since 1986, the organization has grown to nearly 6,000 franchised and company-owned locations, including nearly 3,000 in Walmart Stores throughout the United States. We are an innovator in the tax industry with a mission of offering our hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds. Why Jackson Hewitt Is Right for You Lifestyle Choice - Tax Preparation is a Seasonal Business Multi-Unit Expansion - Our Franchisees Average Over 7 Locations Protected Territories Brand Support With National and Regional Marketing Industry Leading Financial Products for Our Clients The Strength of Our Partnerships Jackson Hewitt, Walmart® and American Express Serve® are all committed to helping the hardest working Americans do more with their money and get ahead in life. Together, we’re teaming up to give our clients faster, lower-cost and more convenient access to their refund and also to provide smart tools to manage that money. Tax Preparation is a Stable Industry According to the IRS.gov website, over 152 million Americans filed a tax return in 2017, with nearly 60% of all individual tax returns being prepared by a paid tax professional. This information is not an offer or solicitation of an offer for a franchise. It is for information purposes only. Currently, CA, HI, IL, IN, MD, MI, MN, NY, ND, RI, SD, VA, WA and WI regulate the offer and sale of franchises. We will not offer or sell franchises to residents of these state unless/until we have complied with applicable law. This advertisement is not an offering. NY Residents: This advertisement is not an offering. An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MNFileNo. F-7505

4Jackson Hewitt Tax Service Existing Business in Iowa City, IA5 Walmart Locations
$75,000
Jackson Hewitt Tax Service Existing Business in Iowa City, IA5 Walmart Locations

Iowa City, IA

Jackson Hewitt Tax Service is the 2nd largest in-person full service tax preparation company in the nation. Since 1986, the organization has grown to nearly 6,000 franchised and company-owned locations, including nearly 3,000 in Walmart Stores throughout the United States. We are an innovator in the tax industry with a mission of offering our hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds. Why Jackson Hewitt Is Right for You Lifestyle Choice - Tax Preparation is a Seasonal Business Multi-Unit Expansion - Our Franchisees Average Over 7 Locations Protected Territories Brand Support With National and Regional Marketing Industry Leading Financial Products for Our Clients The Strength of Our Partnerships Jackson Hewitt, Walmart® and American Express Serve® are all committed to helping the hardest working Americans do more with their money and get ahead in life. Together, we’re teaming up to give our clients faster, lower-cost and more convenient access to their refund and also to provide smart tools to manage that money. Tax Preparation is a Stable Industry According to the IRS.gov website, over 152 million Americans filed a tax return in 2017, with nearly 60% of all individual tax returns being prepared by a paid tax professional. This information is not an offer or solicitation of an offer for a franchise. It is for information purposes only. Currently, CA, HI, IL, IN, MD, MI, MN, NY, ND, RI, SD, VA, WA and WI regulate the offer and sale of franchises. We will not offer or sell franchises to residents of these state unless/until we have complied with applicable law. This advertisement is not an offering. NY Residents: This advertisement is not an offering. An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MNFileNo. F-7505

Cedar Rapids-Waterloo Area, Iowa CPA Practice for Sale
$585,000
Cedar Rapids-Waterloo Area, Iowa CPA Practice for Sale

IA

This very well-established, reputable CPA practice located in the Cedar Rapids-Waterloo Area, IA has annual gross revenues of approximately $545,500. The practice caters to a high-quality client base including a large amount of businesses, which should offer plenty of opportunities for expansion of services and continued growth through referrals. Revenues are nicely balanced between services to provide year round income and include tax work for individuals and businesses (75%), accounting/bookkeeping (18%), and payroll/miscellaneous services (8%). There is a solid fee structure in place generating good cash flow to owners nearing 50% of gross. This practice would be the perfect size and opportunity for an experienced CPA ready to transition into practice ownership. It would also be ideal for another established firm in the area seeking expansion in this market. Both partners are flexible and would be willing to continue working with the buyer through an extended transition period on a part-time basis, if needed, to assist in a seamless transition and continued success of the firm.

CPA Tax & Accounting Practice for Sale North Central IA
CPA Tax & Accounting Practice for Sale North Central IA

Franklin County, IA

CPA Tax and Accounting Practice for Sale Geographic Location: North Central Iowa # IA 2069 Practice Details: Owner is ready to sell this profitable and well established tax preparation and small business write-up firm located in North Central Iowa. This practice has been in business for over 25 years and has an established and loyal client base. Computer systems fully updated in late 2017. Annual Revenue: Stable revenue stream with 2017 at $320,000. Revenue Breakdown: 80% Personal and business tax preparation 20% Monthly and quarterly accounting and payroll services Staff: The experienced and knowledgeable staff will stay on with the new owner, plus the seller will provide extended transition support to enhance client retention. Facilities: Excellent location with multiple offices, reception area, and conference room. Seller owns building and will sell to buyer or rent to buyer. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software updated in fall of 2017. All office and conference room furniture and equipment included in price. Software: Accounting: Quick Books. Tax Prep: Lacerte Special Note: Seller will offer seller financing on both the practice and office building. Reply today if you want to acquire this bargain priced tax and accounting practice. For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773

Established Tax Franchise Opportunity Available
$98,568Cash Flow: $22,558Seller Financing
Established Tax Franchise Opportunity Available

Davenport, IA

Keep your day job Great location Built in demand Recession proof Semi absentee Ability to open multiple units Generating cash flow Low investment Keep your full time job Fully staffed

Independent Full Service Insurance Agency, in Central Iowa
$530,000Cash Flow: $85,000Seller Financing
Independent Full Service Insurance Agency, in Central Iowa

IA

This well established Independent Insurance Agency is located in a very desirable growing community in Central Iowa. A perfect opportunity for someone to own an established agency that has reoccurring revenue, contracts with some very good carriers, and well-seasoned employees. Also a great opportunity for an existing insurance agency expand their book of business in a growing market. This independent insurance agency services business, agriculture, life, home and auto needs with a majority of the business commercial; opportunity for growth in the residential market for P&C as well health and life insurance. The seller is retiring but will stay on for an extended period of time to insure a smooth transaction. Seller will consider some financing for a qualified buyer. this is an excellent business for a people person. As a residual based business, with core revenue that is more stable then typical small, closely held businesses. High profitability potential, professional status, and ability to make your own hours. Recession tolerant- people need insurance in both good times and bad. From an industry perspective, this is an excellent business for a people person. As a residual based business, with core revenue that is more stable then typical small, closely held businesses. High profitability potential, professional status, and ability to make your own hours. Recession tolerant- people need insurance in both good times and bad. Due to Seller's desire for confidentiality the city location is confidential at this time, details will be provided upon a Buyer completing required confidentiality documents. Call Matt Ashburn today for more detail, won't last!

High Profit Accounting, Bookkeeping and Tax Service in Upstate SC
$249,000Cash Flow: $115,007
High Profit Accounting, Bookkeeping and Tax Service in Upstate SC

Greenville, IA

Are you good with accounting and taxes and want to make over $100,000 a year? If so this may be the business for you. This successful bookkeeping and tax preparation business has been providing the owner a great income for many years. Bookkeeping income is over $7,000 a month. With a specialty in bookkeeping, payroll, and tax services, the business is well known and has an excellent reputation in the market. Located in a professional office in a rapidly growing area in the Southeast, the business caters to business owners and individuals. The owner has done a great job with branding the business within their market. An energetic, hands on business owner could grow the revenues and profits of the business by focusing more in the area of marketing and sales.

Insurance Agency For Sale
$145,000
Insurance Agency For Sale

Polk County, IA

P&C, Life insurance agency for sale in the Greater Des Moines, IA area. 800 policies in force/book. 85% residential, 15% other. Established 10+ years. Investors!! - Current owner will continue to work the agency in an employee role - if desired.

Tax and Accounting Practice for Sale Central Iowa
Tax and Accounting Practice for Sale Central Iowa

Iowa County, IA

Tax and Accounting Practice FOR SALE Our Listing # IA 2065 PRACTICE DETAILS Geographic Location: Central Iowa Practice Details: CPA owner ready to retire from this profitable practice. This firm has been in business over 25 years with an excellent area reputation and loyal client base. The practice has had a stable revenue pattern. Note: This is an opportunity for an EA or CPA not wanting Reviews or Audits Annual Revenue: Gross revenue for 2017 $338,000. . Revenue Breakdown: 14% monthly accounting services 73% personal and business tax preparation 13% other business services 0% Reviews or Audits Profitability: Past 3 years owner’s discretionary cash flow has averaged $185,000 Facilities: Multiple fully equipped offices, conference room, storage and a reception area. Lease is assumable, or the Seller will also consider sale of building to Buyer, Furniture and Equipment: Fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price Staff: The owner will be available for transition support to optimize client retention. None of the current staff will stay on. Software: Accounting: Quick Books Tax: CCH Prosystem CCH Practice Mgmt. For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (920) 355 0175

Des Moines Area, IA CPA Practice for Sale
$815,000
Des Moines Area, IA CPA Practice for Sale

IA

This CPA Practice for sale in the Des Moines Area has 2018 estimated annual gross revenues of $740,000. This practice includes an experienced and knowledgeable team of professionals who provide tax and accounting services to a loyal client base of individuals and also includes a good amount of business clients, which should offer plenty of opportunities for expansion of services and continued growth through referrals. Revenues are nicely balanced between accounting services (50%), tax work (44%), and reviews and CFO services (6%) to provide year-round income. This is the perfect-sized opportunity for an experienced CPA ready for practice ownership or a profitable addition for another established firm.

West Des Moines, IA CPA Practice for Sale
$210,000
West Des Moines, IA CPA Practice for Sale

West Des Moines, IA

This CPA Practice for sale in West Des Moines, Iowa has annual gross revenues of approximately $190,000. This well-established practice caters to a loyal client base that includes a fair amount of business clients, which should offer plenty of opportunities for expansion of services and continued growth through referrals. Revenues are nicely balanced between tax work (71%), accounting services (21%), audits (2%), and (6%) consulting, payroll, and tax planning services to provide year-round income. The seller and staff manager are both available to work through tax season to ensure a smooth transition and maximum client retention. This is the perfect-sized opportunity for an experienced CPA ready for practice ownership or an easy, profitable addition for another established firm.

Opportunity to Purchase a Bank
$3,500,000
Opportunity to Purchase a Bank

IA

We represent a client who manages and annually places a $35 to $40 Million loan portfolio with various banks. The portfolio is primarily made up of agricultural loans with some business loans. The portfolio generates over $2,000,000 a year in profit, The client has identified a bank and seeks a partner to acquire the bank. We estimate that the prospective bank could be acquired for about $ 3 ½ Million. The profit from the portfolio would accommodate part of the capital requirements, but would require an additional $5 Million to increase its legal lending limit to cover the entire portfolio. The loan contracts can be moved with 30 days notice with each participating bank and be placed wherever he chooses. The Portfolio owner would merge the portfolio into the bank in exchange for part ownership and would phase out eventually through a bank stock buyout. For additional information, please contact: Ken Livingston at: 712-269-5276

Southeast of Des Moines CPA Practice for Sale
$290,000
Southeast of Des Moines CPA Practice for Sale

IA

This CPA Practice for sale in a smaller town southeast of Des Moines has annual gross revenues of approximately $282,000. Revenues are predominately tax work for individuals and businesses (84%); and accounting (16%), and the quality client base should provide plenty of opportunities for expansion of services and continued growth through referrals. With a tenured staff in place, this turn-key practice would be the perfect size and opportunity for an individual ready to transition into practice ownership and grow a profitable business or addition to an established practice in the area.


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