Profitable Tax & Insurance Business For Sale – Miami
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Established and profitable tax, insurance, and business services office located in Miami, Florida. Operating for over 10 years with a loyal recurring client base and strong reputation in the community.
Business includes tax preparation services, insurance clientele, business consulting services, CRM systems, branding, office furniture, computers, phone systems, and operational infrastructure. The office is fully operational with consistent annual revenue and opportunities for continued expansion.
Excellent opportunity for an existing accounting firm, insurance agency, investor, or entrepreneur looking to acquire an established operation with immediate cash flow and growth potential.
Current owner is willing to provide transition assistance and operational training to ensure a smooth transfer. Strong opportunities exist to expand digital marketing, payroll services, bookkeeping, additional insurance products, and business formation services.
Leased office in a prime Miami location with affordable monthly rent and established customer traffic.
Business includes tax preparation services, insurance clientele, business consulting services, CRM systems, branding, office furniture, computers, phone systems, and operational infrastructure. The office is fully operational with consistent annual revenue and opportunities for continued expansion.
Excellent opportunity for an existing accounting firm, insurance agency, investor, or entrepreneur looking to acquire an established operation with immediate cash flow and growth potential.
Current owner is willing to provide transition assistance and operational training to ensure a smooth transfer. Strong opportunities exist to expand digital marketing, payroll services, bookkeeping, additional insurance products, and business formation services.
Leased office in a prime Miami location with affordable monthly rent and established customer traffic.
About the Business
- Years in Operation
- 12
- Employees
- 2 (1 Full-time, 1 Part-time)
- Facilities & Assets
- Established office with client database, furniture, computers, CRM system, branding, phone systems, and existing recurring clientele included in sale.
- Market Outlook / Competition
- Established business operating in a strong Miami market with consistent demand for tax preparation, insurance, and business services. Loyal recurring clientele and long-standing community presence provide a competitive advantage.
- Opportunities for Growth
- Significant growth opportunities through digital marketing, expansion of insurance products, payroll services, bookkeeping, real estate referrals, and additional staffing during tax season.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 800
- Rent
- $1,877.00 per month
About the Sale
- Seller Motivation
- Owner pursuing other business opportunities and expansion projects.
- Transition Support
- Seller willing to provide transition assistance and training to ensure a smooth transfer of operations, client management systems, and daily business processes.
Listing Info
- ID
- 2506494
- Listing Views
Attached DocumentsAttachment Disclaimer
Listing ID: 2506494 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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