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Financial Services
Insurance and Accounting Firm with Book of Business | 20-Years
This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The firm operates as both an Insurance Agency and Accounting Practice, offering a unique dual-revenue model with strong client retention most customers rely on the business for both insurance and accounting needs. The book of business is the true value here, representing a loyal client base built through trust, expertise, and long-term relationships.
TX
Business summary
About this opportunity
This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The firm operates as both an Insurance Agency and Accounting Practice, offering a unique dual-revenue model with strong client retention — most customers rely on the business for both insurance and accounting needs.
The book of business is the true value here, representing a loyal client base built through trust, expertise, and long-term relationships. The firm stays busy year-round, with tax season bringing peak activity.
Business Highlights:
- 20 years of operation with stable, recurring revenueDiverse mix of accounting and insurance clients
- Not tied to any single insurance carrier — operates as a free agent
- Seller is willing to share client contact database
- No non-compete agreements
- Seller financing or flexible deal structure available for the right buyer
Growth Opportunities:
A motivated new owner could easily expand services, hire staff, and grow revenue through additional policy offerings, proactive marketing, or partnerships. With an existing foundation of loyal clients and cross-selling potential, this is an excellent opportunity for someone looking to step into a profitable, established firm with immediate cash flow.
The current owner is ready to retire and pass on this strong, reputable business to a new professional who can take it to the next level.
Next steps
Complete the inquiry form. You will receive the NDA by email; once it is signed, an NIN account manager will reach out to you directly, and additional business information is provided through that conversation.
Request information
Leave your full name and email and a non-disclosure agreement for this business arrives in your inbox. Once it's signed, an NIN account manager follows up with the confidential details.
The NDA comes first; nothing confidential is shared until it's signed.