Pennsylvania Financial Services Businesses For Sale

Full-Service Finance Company, Training & Mentoring Provided by Owner

Be Your Own Boss, Work Full or Part- Time or alongside your work from home position with a complete sense of independence and security, no matter the economic times. Our Company has been in business for more than continuous 36 years, Our experience in the industry and the knowledge we have to offer is …PRICELESS! Our live online Training Program puts you in the very lucrative field of commercial finance, the business of obtaining loans for business owners and real estate investors that cannot obtain loans from their local banks in order to survive and grow. You will Own Your Own Finance Company The cost for Our World Class Four Day Financial Training Program and our Lifetime Mentorship Program is only $19,950.00 for two people, After completing Our Training Program, you will be able to start arranging business loans of between $5,000 and $500,000,000 or more to real estate investors and businesses of every type and size regardless of their credit standing, industry or years in business. You will start earning commissions on those loans of up to 15%. You will learn how to create multiple streams of income ranging from your basic mid-sized loans to your home-run mega loans. This income opportunity is solely dependent on your goals. Making a six-figure income is easily achievable… Without Risk To You Yes, you will Own A Finance Company The Industry’s Premier Training Program Our program is the premier training program in the finance industry. We will teach you everything you need to know to hit the ground running. We will show you how to get your phones ringing, drive traffic to your website, and get you closing deals quickly. We have been training people to enter this field longer than anyone else. Our program is unique and takes advantage of the fact that bank loans to small businesses have fallen to a 12 year low leaving over 90% of the more than 30 million businesses in America in need of your services. Our unique program solves this problem and shows you how to work smarter than ever before by taking advantage of our knowledge, with more than 36+ continuous years of being in the loan brokerage business. Independence and Security Finally, you can shed the chains that bind you to a thankless job. It’s time to stop working for others and putting money in their pockets instead of your own. You decide it is your future! Work part or full time, from your home or from an office, making more money than you ever imagined possible. Our low overhead model allows you to get started immediately without wasting time or money. Why do you think the highest paid graduates from the best universities are entering the finance industry? Because they know that in order to make a lot of money, they have to be in the business of MONEY... You too can be in the business of money, and we teach you how to do that without any prior financial education. We will teach you how to break through the limitations placed on most financial brokers by giving you direct entree into the key sources of lending. Lenders that are eager to finance your clients’ needs and assist you in bringing the deals to completion. We teach you industry standards, practices, and jargon. Our role playing gives you the confidence to speak to clients professionally from day one. We will guide you every step of the way. Have the lifestyle you have always dreamed of. Working a 9-5 job for someone else usually puts you in the position to have to ask for permission to go to a doctor’s appointment, vacations, milestone events, caring for children or the elderly, etc. You no longer have to be in the position to miss those important events in your life. Since you are your own boss, in your own business, you can arrange your time so that you don’t have to miss any of those events again. Most of your business can be done on a smartphone allowing you the flexibility that you have been craving in your life. Complete Training Program for Two People is only $19,950.00

$19,950

Own a Profitable Business Finance Consultant Agency

We’re offering eager entrepreneurs just like you, the opportunity to start your own business … and because you’re on BizBuySell, we’re guessing that’s something you’ve probably aspired to accomplish for a long time. You’ll be providing a little-known service that almost every business needs … and to JUMP-START your success, we’ve plugged into a recent US Government multi-billion dollar giveaway program just for businesses that kept their staff employed during the height of the Covid epidemic. (HINT: Congress allocated $100 BILLION for this program and approximately $83 BILLION is still left to claim.) If you’d like to know more, we have an informative webpage and a short video here: https://apply4ertc.com/bizop/ There’s no hard sales pitch at the end. And you don't get anything extra if you sign up within the next 60 seconds. The last thing we want is someone who feels like they were pressured to join us. In the video you’ll learn how to start this business with a very minimal investment … and you can begin part-time if you prefer as long as you have enough free time during normal business hours … no need to quit your job to get started with us. It will be YOUR business, so you’ll have all the upsides of being your own boss … meaning you work your own hours, you’ll have no income ceiling … BUT, like any other business you might start, there is no guaranteed income … you’ll only make money if YOU put forth the effort … business ownership is not for the lazy. But if you’re willing to work, you could earn an amazing income … all you’ll have to do is bring a passion to help other business owners. Please take a few minutes to learn what we’re all about … and then you’ll be able to decide if we’re for you … or NOT … Once again, we have an informative webpage and a short video here: https://apply4ertc.com/bizop/

$997

Make Money by Helping Other Businesses Make More Money

Schooley Mitchell is the largest independent cost reduction consulting firm in North America. Our network of franchised consulting offices serves as the outsourced expense reduction specialists for business clients from coast-to-coast in the United States and Canada.We have established ourselves as a respected and cutting-edge opportunity in the world of franchising with our comprehensive training program, state-of-the-art support systems, world-class software tools and databases, multi-million-dollar intranet environment, and innovative client protection system. Our franchisees are among the most successful of any franchise system. The service we provide our clients is quite simple: we review various business expenses – including telecommunications, merchant services, shipping, waste, eSignature, electronic logging devices, utilities, and fuel – and match them against our databases and experience to identify areas where those costs might be reduced. Our consultants negotiate with service providers, on our clients' behalf, in order to secure those reduced costs.The final stage is providing the client with options, and allowing them to choose that which serves their needs best, while optimising the costs. Our fees come from a portion of savings identified; there is no fee if there are no savings.Our clients love this no-risk business model. The only possible outcomes are twofold: we identify savings for our clients, or we confirm their expenses are optimised – that's it.

$68,000

Area Rep Investment Venture (Passive & Aggressive Options Available)

Within the world of franchising, there exists a little-known opportunity that is the ultimate franchise investment & can create a fortune, known as an Area Representative. It is simply the owning of the rights to develop a franchise system within a area. This area can be a metropolitan area, a state, or several states. The Area Representative assists the franchise company in developing the area in exchange for a share in the royalty revenues (50% of net revenue from each franchise) and franchise fees that are generated from franchise sales within that area (50% of franchise fee). The Area Representative investment is $10K per territory, starting with 20 territories of 30,000 population for a total investment of $200K. The main responsibility of an Area Representative is to Open Offices & Coach - Mentor the Franchisees to follow the system. Create fanatical fans, which will result in having Happy, Successful Franchisees. When the Franchisee prospers, so doe the AR!

$200,000

Start an Online Insurance Agency

Fantastic opportunity for a driven young insurance agent who wants to start a fully operational insurance agency with full training, licensing, appointments, Product availability and operational from day one in all 50 states We provide full training Licensed in all 50 states Appointments with all major carriers Lead generation Full support staff Complete the online site and customer service model You're a fully portable agency in a box. This is for individuals that want to start a brand new Agency from anywhere in the country working independently backed by a 35-year-old Insurance Master General Agency.

$25,000

Own Your Own Commercial Real Estate Lending Business!!

Popular Commercial Lending Group, Inc. (PCLG) www.popularcommercial.com has been originating Commercial, Multifamily, Hospitality and Agricultural real estate loans from $1-500MM since 2008 lead by Darin Young, President with 30 years real estate lending experience. PCLG is part of the U.S. Commercial Real Estate Lending industry which exceeds $16 trillion and offers a rare opportunity known as our Affiliate Commercial Real Estate Program (ACREP) to a select few around the country with the following benefits: * Part-time income potential in excess of $100,000 per year * Full-time income potential in excess of $200,000 per year * No Prior lending experience required * No territory restrictions * Ability to originate Commercial Loans $1-500MM * Build your own brand or let us help you build a new brand * Flexible business structures considered customized to your individual goals * Access to over $50 billion in capital Are you a match for this type of opportunity? PCLG presently seeks potential affiliates with the following backgrounds: * Attorneys * Accountants * Bankers * Insurance Agents/Brokers * Real Estate Agents/Brokers * Residential Mortgage Brokers * Fintech Originators * Real Estate Developers/Investors * Financial Planners/Advisors * Wealth Managers * Private Equity Funds * REITS * Other What types of real estate loans will Affiliates be able to offer and on what types of assets? * Bridge and Permanent Commercial Loans * Commercial RE * Multifamily * Hospitality * Agricultural * Industrial * Self Storage * Retail * Assisted Living * Gas Stations * Car Washes * Special Use * SFR 1-4 NOO How do Affiliates earn income and how is income potential calculated? * Standard Affiliate income is calculated as a % of loan amount and ranges from .5-1% of funded loan amount. Ex. $1 million loan = $5-10,000; $10 million loan = $50-100,000 * Affiliate income is usually paid within 1-3 business days from funding * You retain the borrower relationship for ALL future loans As you can see becoming an Affiliate can be very lucrative and much more lucrative than residential real estate lending. Affiliate Requirements: * $100,000 Min Net Worth * Good credit required with No bankruptcy history in the past 7 years (some exceptions considered) * Clean background check with No criminal history * "Do the Right Thing" business ethics and professional conduct Our ZERO Risk Guarantee from Darin Young, President: If you do not earn our fee in the first 12 months of business as an Affiliate we will fully refund 100% of your investment lost. For consideration please inquire!!

$19,500

Lending Network

The Lending Networks Turnkey Banking opportunity allows you to enter the lending & financial services industry with no experience, no staff and no significant capital expense. Thank you for your franchise interest in the Lending Network where we put you in business as a branch of a bank. Our platform allows you to enter the lending industry at the highest level, bypassing the necessary financial net worth and experience needed to work with the best in class lenders. Our partners & industry have experienced their best year ever in profits! With an increase in residential, commercial and business loan applications. This is expected to continue for the next decade. Now is the time to start creating wealth. THIS IS A COVID 19 ESSENTIAL BUSINESS! Your clients will benefit from the lowest rates, best programs and quickest turn times in the industry. It is time for your independence. https://vid.us/j5z8ea It is all about you https://vid.us/5f3pvb Ready for an opportunity that is in high demand, a loyal following, and a simple business model built for growth? This is an essential business with an increase of over 200% in residential, commercial and business loan applications. An opportunity to create wealth. Individuals and Businesses are in need of capital to survive and weather the economic storm. This has created an unprecedent opportunity for the right individuals in this industry. You will be provided the infrastructure, technology, leads, processing, underwriting, training and access to warehouse lines to operate a National Lending company. Your products, rates and services will be more competitive than the major banks with the quickest turn times in the industry. The Banking Advantage: You control your financial destiny Build your banking brand. Help Individuals, businesses, and your community No experience, staff, or large investment required. No ongoing fees Access to lenders & warehouse lines Lifetime training and support Hi demand business Real Time leads provided Marketing An industry leader in the commercial, business and residential lending industry. We have been helping individuals to successfully own their own banking business for more than 40 years. Some of the Loan products you will offer: SBA Loans Bridge Merchant Cash Advances Equipment Leasing Account Receivables Financing Factoring Franchise Financing Medical Practice Loans Medical Receivables Financing Lines of Credit Asset Based Financing Hard Money Loans Gas Station Purchase Order Financing Energy & Commodity Finance Hotel Financing Construction Financing Commercial Real Estate Financing Mezzanine Financing I have created a Superior turnkey platform, Expert Staff, and Success Culture where individuals like yourself Excel. You will never lose a loan to rate or product, if cannot not do a loan that loan cannot be done. We are the only company in the world that is offering this platform to the public: A License that is recognized by the Federal and State Governments, Participation in Health, Dental, Vision, Life and a 401k, Lifetime Training and support, Back Office Support, Processing, Onsite training, Real Time leads, Direct mail leads, Comprehensive Marketing Package, Custom Website, Business Cards, Letterhead, 1 on 1 Mentoring, Live Training Seminars, Live Webinars, Live Conference Calls, Online University, Software, Laptop and much more.

$29,995

Start A B2B Equipment Financing Brokerage (No Experience Needed)

As seen on Equipping The Dream Reality Show. Google it! This is for anyone and everyone who is looking for a massive opp. With a very low start-up cost of $3,600 + $1,650/month you will be able to join the Equipment Broker School family. This isn't as much of a school as it is a platform to create the business-in-a-box experience. This business model does not require any type of state or federal licensing. We all know it takes money to make money (However, most thought it would be more to start a brokerage). There are roughly 28 million small businesses in the US and they all have one thing in common: They need working capital & equipment financing every day to operate and grow. One of the top reasons why established, profitable businesses fail is lack of financing; companies need financing to survive the natural ebb and flow of business. Banks simply aren't lending to small businesses, even though they are the backbone of our economy. Most businesses are struggling to obtain approvals from traditional banks because the banks would rather focus on larger applications ($500k+), because it costs the same to underwrite smaller applications ($499k and Below). Equipment Broker School is a nationally-recognized brand and an industry leader in the fast-growing market for business financing. We empower entrepreneurs like you to make money by providing most business's, regardless of credit or collateral, with the equipment financing and working capital they need in as little as 24 hours.

$3,600

SBA Pre-Approved Credit Repair Service with 100% Recurring Revenue

Pennsylvania

For sale is a 5-year-old credit repair service based out of Pittsburgh. Revenue is almost 100% recurring through month-to-month contracts with clients and most clients stay an average of 6-9 months. They also receive recurring revenue via an affiliate partnership with an identity theft protection/credit monitoring business. The business did well in 2019 with $309K in net profits but hit a high in 2020 with over $1.1M in net profits. However, in mid-2020, Google issued restrictions against credit repair companies posting paid ads on any of their platforms. This did not affect the recurring revenue but did slow down the flow of new clients. The company was forced to create a new digital marketing strategy and they have spent the past year and a half building back both paid and organic traffic through other social media, affiliate and grassroots campaigns. Revenue has remained steady in 2022 with numbers similar to 2021 (though there are some marketing initiatives underway to reach new potential clients and continue to climb back to 2020 levels). Though the staff currently works onsite, it is possible to transition the team to a fully-remote environment. Additionally, the Managing Director (who is also a 25% owner) would be open to potentially staying on to help a new owner run the day-to-day operations. The business has been SBA pre-approved for a qualified buyer.

$1,000,000

$1,000,000 - Pennsylvania

Cash Flow: $267,648

Crestcom International

Available Nationwide

Crestcom transforms managers into leaders. Join a global network dedicated to impacting organizations and individuals alike.

$83,875

$83,875 - Available Nationwide

25+ year Accounting & Tax Practice for Sale

Chalfont, PA

Hi, I’m helping my dad sell his accounting and tax service that he’s been running for the last 25+ years- DAB Associates, based outside of philadelphia, PA For a full deck on the company check out acquiredab.com The business does about $379,500/yr in annual revenue and about $300,000 in profit after paying the employee and all costs to run the business MINUS my dad's salary etc. He has 1 full time employee that does accounting/bookkeeping and my mom helps out with running the business and doing light bookkeeping. My dad does all the tax work as well as accoutning. The business has about 85 accounting/bookkeeping clients, 214 business tax clients and 841 personal tax returns There is a lot of opportunity to grow the business and make it more profitable as they use very little software operationally and they are doing everything very old school- all on paper. They also have never spent anything on marketing and don’t even have a website. An acquirer could easily increase fees, update software to what is being used in 2022 (my dad even paper files, yikes) They currently use ATX, Proseries and client write up The 1 employee would be happy to stay on board as part of the buyout. My dad is selling the business as he was diagnosed with stage 4 cancer and can no longer operate it. For a full overview of the company please check out acquiredab.com Please reach out if you have any questions and are interested in learning more. Thanks!

$500,000

$500,000 - Chalfont, PA

Cash Flow: $300,000

Fully Set Up, Work from any ANYWHERE Business.

In this business, you will create ads for people who need help getting business loans. I have already 3 companies set up to help get funding. When people apply, you gather their information and send it over to one of these three companies for approval on the loan. Commission is paid on the amount of loan they are approved for.

$8,000

$8,000

Venture Capital Available! Buy a Business with No Risk or Debt!

Our service includes a comprehensive consult to help you learn to finance the purchase or expansion of a business in an unconventional way. We don't do it like the other guys, and when our project is done you will own/start a business with little or no risk taken and no debt to pay! Once you learn our innovative techniques for raising capital, then you can start your own consulting business and teach others to do the same! Or you can purchase an existing business or expand the one you have.

$10,000

$10,000

Montgomery County PA CPA Firm for Sale

Montgomery County, PA

• Owner downsizing their practice and selling off 200 individual and 10 business clients. • 2022 gross revenues are around $92,000! • The service mix includes tax (87%) and accounting (13%). • No staff, so buyer will have higher owner cash flow available! • Many long-term clients with middle to upper income and have been easy to work with over the years. • Ideal for CPA buyer that already has a small book but wants to go full time into ownership OR someone who wants to add to their existing practice.

$105,000

Cash Flow: $76,900

Lycoming County PA Tax Practice for Sale

Lycoming County, PA

• Owner selling to retire but will be available for transition as agreed with buyer. • 2022 estimated gross revenues to be around $210,000! • The service mix is geared towards individual and business tax preparation. • Turn-key opportunity for an individual buyer to jump and continue the practice growth! • Excellent year-round cash flow with great staff in place ready to support buyer. • Great location and well-known in the community help generate referrals over the years.

$245,000

Cash Flow: $123,100

Joe Chiarello

Murphy Business & Financial Corporation

Serving Pennsylvania

Since 1994, Murphy has specialized in brokering privately owned business ranging in value from $20,000 to $20 million. We have of over 250 licensed professionals in the United States & Canada. Experience North America’s premier business brokerage at the highest level. Murphy has positioned itself on many quality websites that feature business sales and merger acquisitions opportunities. Murphy’s internet presence and computerized systems provide access to thousands of financially qualified buyers throughout the U.S. and internationally. Murphy provides each of its owner-clients with a comprehensive Marketing Action Plan that is designed to sell the business for top market value.

Contact Me >

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$3,300,000 Allstate Agency outside of Philadelphia

Lafayette Hill, PA

$3,300,000 book of business with Allstate. Located just outside of Philadelphia. On a month to month lease, so location is flexible if wanting to move. All office equipment and furniture will be included in sale. Long term staff member willing to stay on board. As well as long term personal financial representative.

$800,000

Cash Flow: $315,000

Allstate

Cranberry Township, PA

Business Description Company: Allstate Cranberry Twp., PA 16066 Butler County Location Available Office space located in retail strip center with great visibility and signage on busy Route 19 in growing Cranberry Twp market. Total office space is 1,100 square feet. Same location for the past 19 years with low monthly rent of only USD 1,525 and private office, kitchenette, bathroom and room for 5 employees. All desks and equipment convey if requested. Current Agency Staffing Two licensed 6-year tenured Allstate Service representatives. One licensed 6-year tenured Allstate Sales producer. One licensed 20-year Life and Financial Specialist (not on payroll). One licensed 30-year Agency Owner willing to stay on in any needed role. Existing Book Details Earned Annual Premium: USD 2,031,044 Market Value: 2.3 to 2.5 X 9% Annual Earned Commission Detailed Financial Reports: Available on request General Information 19-Year Agency well-established in outstanding Cranberry market. Office space located in retail strip center with great visibility and signage on busy Route 19 artery. Significant new home starts, and in-bound professionals to staff growing local hospital and business systems. Agency has rare authority to write business in both states of PA and OH. Mid-size book with much long-term customer loyalty and huge opportunity for Life, Financial, and Property-Casualty cross-sales. This agency opportunity is a turn-key offering and current owner is available to assist with Transition, Management and/or Customer Service. Contact Please call 724.766.6352 with questions or to set an appointment with Owner. Thank you so much for your attention and interest.

$417,000

$600,000 - NE Pennsylvania - CPA Firm For Sale - ABA Advisors LLC

Pennsylvania

VERVIEW - ABA Advisors represents this CPA firm located in NE Pennsylvania. 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 business and individual clients. A little over 50% of the revenue is tax work with the balance bookkeeping, accounting, payroll and consulting services. Average fees are solid for a practice in this area. The firm is well staffed with seasoned, trained employees. Business ID: PA-1964

Cash Flow: $273,151

Accounting & Tax Practice For Sale in Bucks County, PA

Bucks County, PA

Gross Revenue - $380.000 Accounting 16 Monthly Clients - Average Fee per month - $160.00 85 Quarterly Clients - Average Fee per quarter - $225.00 Income Tax Individuals - 842 - Average Fee $225 Businesses - 205 Average Fee $500

$430,000

Cash Flow: $177,000

Northeastern PA CPA Firm for Sale

Monroe County, PA

• Owner desires to retire and will be available for transition as agreed with CPA buyer. • 2022 estimated gross revenues to be around $1,900,000! • Well established practice servicing tax (61%), audit/reviews (33%) and payroll (6%) clients. • Year-round cash flow with knowledgeable CPA staff in place ready to support buyer. • Turn-key opportunity in a great community with consistent client referrals. • Ideal opportunity for either a CPA individual looking to get into public practice or a CPA with an existing firm looking to add revenues.

$2,150,000

Cash Flow: $621,000

Equipment Broker School

Available Nationwide

Equipment Broker School is a nationally-recognized brand and an industry leader in the fast-growing market for business financing.

$20,000

Check Cashing Business - Low Overhead,High Margin

Philadelphia County, PA

LISTING ID # 34627 Check cashing operation with low overhead and high margins. Drastic price reduction for a quick sale. This business has been established for many years and offers reasonable fees for retail and commercial check cashing, Western Union, money orders and bill payments. The state is NOT giving out any new licenses. The license alone is worth more than $100K. This location has 9 years left on the current lease with a rent of only $845/mth. In the past year gross commissions totaled approx. $204,400.00 with an owner’s cash flow of approx. $170,760.00. This represents one owner-operator in the store. You can buy this to operate yourself or hire staff and run it on more of an absentee basis. Once the business and license have been purchased you can relocate anywhere in PA. We are seeking a serious and financially qualified buyer with at least $249K in liquid funds to cover the $149K asking price and approx. $100K in working capital. To learn more, please call, text or email Mel Vaz today on 631-767-0157 or melvaz@vestedbb.com. All site visits must be discreet. Please do not speak with anyone when visiting the location. All meetings must be scheduled by appointment only. Proof of funds will be required prior to meeting with the owner. 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. For more information on this listing- copy and paste this link into your browser https://www.vestedbb.com/lid-34627 for instant access to this business information.

$149,000

Cash Flow: $170,760

SE Pennsylvania CPA Firm

Pennsylvania

PA1003: The seller of this SE PA CPA firm is approaching retirement. The firm offers a large number of business clients, a nice fee structure, great cash flow to the owner, and a quality, stable client base. The firm is well established and well known in the area, and the firm can continue operating from the same location after a sale. The seller will be available to assist with a smooth transition after the sale. Firm revenues include: 11% Accounting and bookkeeping services 27% Income tax preparation services for individual clients 24% Income tax preparation services for business and other clients 7% Review services 5% O/S controller consulting services 26% Special projects and consulting services

$825,000

North Central PA Tax Practice for Sale

Loyalsock, PA

• Owner wishes to retire and will be available for transition as agreed with buyer. • 2022 estimated gross revenues to be around $830,000! • The service mix includes tax (68%) and accounting (32%). • Turn-key opportunity for a buyer to jump into before the upcoming tax season! • Excellent year round cash flow with great staff in place ready to support buyer. • Prime location and long-term relationships with clients generating referrals over the years.

$1,100,000

Cash Flow: $522,000

$5.7m Insurance Agency for Sale

Montgomery County, PA

Award winning agency for sale. We have enjoyed the steady growth over the past several years. The sale includes the book of business, equipment, and good will. Fully trained support staff of 5. Current owner will stay on for 30 days during the transition. Qualified buyers are encourage to connect to get more information.

$1,550,000

For Sale Montgomery County Check Cashing Business

Montgomery County, PA

Well established, highly profitable least labor-intensive franchise business. Ideal for semi-absentee owner operator. Located in a strip mall with plenty of parking. Limited Hours of Operation, closed on major holidays and weekends. Affordable rent. ROI within two years. Addition of additional hours and full service can increase revenue. Superior franchise support. This business requires a liquidity of $150,000 to operate. Proof of funds required. Employee Salary of $14,000, added to profit for Owner Operator. Shown by appointment. Contact listing agent. Inventory is dollar for dollar Hours of Operation: Mon-Fri(9am-5pm) Please contact Surendra Gandhi for more information: (732) 890-9038

$75,000

Cash Flow: $37,047

Allstate Agency located in Erie, PA

Erie, PA

$1.8 million book in a solid market with potential to sell in three states (PA, OH & NY). Outstanding cash flow with this 13 year established agency! Great opportunity with low overhead expenses and recurring revenue business. Selling agent willing to help buyer learn/work with book.

$365,000

Cash Flow: $154,962

Profitable Virtual Financial Coaching/Counseling Business For Sale

Pennsylvania

Hey financial coaches, are you dreaming of going full time in your own small business and quitting the drudgery of your day job? Step right through the (virtual) door to your own up-and-running world-wide 5-star rated financial coaching/counseling business, complete with clients and a huge database of leads. I’m retiring! I've run it as a part-time semi-retirement gig but it's revved up, set up, primed up, and ready for a potential full-time six-figure revenue stream. Starting a successful business on your own involves a few tough years to ramp up a business, get your tech stack set up and in place, build a clientele, and get revenue to the point where you can pay your own bills, and get some (hopefully!) good reviews/ratings/testimonials. Take it from me, there are tons of expensive mistakes and a lot of stress throughout that process. Jump past all that pain and let the competition deal with it. You don’t need any formal certifications to be a financial coach. The business was founded in Pennsylvania, with clients from as far away as Singapore. It can be relocated and run from anywhere! Meetings are conducted over Zoom and Google Meet, with the occasional Panera, Starbucks, hourly temp office rental, or library for local clients. It's virtual, run from anywhere, with extremely low overhead. Includes documented procedures, a full personal finance course to offer clients, fine-tuned CRM, and excellent website. Key Highlights Financial coaching/counseling virtual business 5-star Google ratings and rave client testimonials Goldmine of 700 leads for you to sign up! Ultra-low overhead, no debt Fully configured cloud-based software/tech stack Set up to go full-time immediately The jewels at the center of this business are the fine-tuned automatic lead follow-up drip campaign set up in the CRM system, the fantastic personal finance course, and very low overhead to run. New clients are given a custom-built Personal Finance Plan and taken through the six-month program in an automated fashion, receiving regular email and scheduling prompts. The 700 leads already in the database most likely all still need help, and could be an ongoing and consistent source of revenue without a dime of advertising. Finally, you get the comprehensive, detailed personal finance course at the heart of this is an incredible asset that could be turned into its own online class (teachable.com, etc) or book for passive income! Grab up this great deal, this inexpensive opportunity, before your competition does. Everything is included - a well designed personal finance course to lead your clients through, a fine-tuned CRM system, and a fantastic website and platform for blogging, podcasting, and YouTube channel. What you’re buying is a chance for immediate success. Something that took years to build and optimize. A chance to be your own boss, set your own schedule, become a successful entrepreneur, spend more time at home and with your family, and hit the ground running on day one! Please respond by describing your related business background, the type and size of business you seek, your investment capability, and your interest in this business. Upon signing a short one-page non-disclosure agreement, you'll be sent a presentation with full financial details and much more, and have access to the owner for all additional questions.

$44,900

$4.3M Allstate Agency in Conshohocken, PA(TW)

Conshohocken, PA

LOCATION Company: Allstate City/State: Conshohocken, PA County: Montgomery Zip Code: 19428 Location Available: Office space located in brick retail strip center with great visibility and signage. Nearby businesses include restaurants, mortgage broker, hair salon and chiropractor. Total of 1,000 square feet. Same location for the past 25 years. Rent/Lease Terms: Monthly lease which expires in 2023. Current landlord is very accommodating. Rent/Lease Rate: $1,871 a month, which includes CAM. Roof and HVAC are 2 years old. Recently painted and replaced carpeting. 2 rooms with 4 workstations and 1 restroom. F&E Available: Furniture and equipment convey Years in business: 26 Location Photos: Available upon request Current Agency Staffing: Three licensed Sales representatives, plus one unlicensed customer service representative, all of whom will transition. Exclusive Financial Specialist. FINANCIAL Asking Price: $1,100,000 Annual New/Renewal Revenues: Confidential until NDA received Earned Premium: $4,317,916 Bank Financing Available: Local and national lender referrals available on request. Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required. Detailed Financial Reports: Available on request GENERAL INFORMATION A well-established turnkey agency in a great location. Agency consists of a preferred auto and homeowner multi-generational customer base with excellent opportunity for growth in cross sales as well as life/financial services. Low loss ratio has created a profitable book. This agency sale creates a wonderful opportunity as it is a turnkey operation. The current owner is available to assist with transition and guidance. FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT: Energia Consulting Partners, LLC Corporate@EnergiaPartners.com

$1,100,000

Established Multi State Title Company

Pennsylvania

Our client is a Title Insurance Agency offering a full spectrum of title services and real estate transaction services, from residential purchases and mortgage refinances to large commercial transactions. Operates in 14 states. This is a wonderful acquisition opportunity for an established title company or underwriter. Enormous growth potential nationally. Owner is motivated and dedicated to transacting the company. Contact: Michael R. Bernstein 516-782-6723 or 888-869-6069. NDA & POF Required

$3,000,000

Cash Flow: $961,573

Philadelphia, PA Tax Practice for Sale

Philadelphia, PA

• Seller looking to retire and is available to help in transition. • 2021 gross revenues to be around $221,000! • Primarily focused on both individual and business taxes (96%) with minimal payroll reporting (4%). • Turn-key opportunity for a buyer to jump into before the upcoming tax season! • Buyer can bring their own staff or run the practice solo. • Desirable growth over the years and opportunity to add bookkeeping services going forward.

$164,000

Cash Flow: $235,000

SkyRun Vacation Rentals

Available in Pennsylvania

SkyRun offers you the opportunity to join one of the fastest-growing vacation rental companies in North America. We license our complete package to entrepreneurs like you, who build and operate their own successful vacation rental businesses in beautiful destinations.

$100,000

CPA Practice in Dauphin County PA2096

Dauphin County, PA

Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $540,000, balanced between tax (65%), accounting (14%), payroll (17%), and consulting (4%) to provide year-round income. Ideally located in an area known for a high-quality life, this reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than $182,500 —year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market Clients: Real Estate, Restaurants, Retail Establishments, Small Manufacturing, Farming and Medical, and Other Professional Services. Average Bill Rate: $165/hr Facilities: Attractive office on the main street. First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Favorable lease terms. Software: Drake and QB Staff: Owner + four. Very competent staff will stay on after the sale. Owner will stay on as long as needed to facilitate a smooth transition

Cash Flow: $182,500

Lower Bucks County, PA CPA Practice for Sale

Bucks County, PA

• Owner wishes to retire from the tax practice and focus solely on their investments practice. • 2021 estimated gross revenues to be between $885,000 and $890,000! • The services are all related to individual and business tax for excellent clients. • Turn-key opportunity for a buyer to jump into before the upcoming tax season! • Good staff support in place and available to buyer if desired. • Nice location and long-term relationships with clients over the years.

$1,000,000

Cash Flow: $355,000

Income Tax Accounts - Solid Book of Business

Philadelphia County, PA

Here is an opportunity to add 400+ accounts to your current business or jump start a new opportunity with a great base of Tax client business. After 16 years, this owner is set to retire and has made available his long standing account base. Business is simply selling the book of business. Introductions will take place and the new buyers information shared. Before you know it, Tax Season will be here, so don't delay, let's talk today. Call Doug @ 484-832-7539.

$60,000

Cash Flow: $22,973

Franklin/Titusville, PA Area Tax Firm for Sale

Franklin, PA

• Owner looking to focus on insurance business and is available for transition as agreed upon with buyer. • 2021 gross revenues expected to be $175,000! • Primarily a tax practice with great cash flow. • Turn-key operation with experienced employees ready to support new owner. • Offices available for lease or building available for purchase providing flexibility for operating location. • Wonderful opportunity for either an individual looking to get into public practice or someone with an existing firm looking to add revenues.

$200,000

Cash Flow: $69,000

Southwest PA CPA Firm for Sale

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • 2021 gross revenues expected to be $340,000! • The service mix includes tax (66%) and accounting (34%). • Well known practice with solid reputation in a growing location. • Strong client loyalty who pays timely and certified staff in place to support CPA owner in transition. • Turnkey opportunity has year-round revenues and building available for sale or lease. • Opportunity for an individual CPA buyer looking to get out on their own or add revenues to their existing firm.

$350,000

Cash Flow: $57,000

Commercial Capital Training Group

Available Nationwide

Achieve financial independence by providing business loans from $5K to $50 Million+ while earning huge commissions. Work from home. Lifetime Support.

$25,000