Tagged under Legacy Tag. Showing 11 listings matching "Book of Business".
Location: Simi Valley, CA
Date: November 6, 2025
This listing presents an excellent opportunity to acquire a well-established CPA book of business located in Simi Valley, California (Ventura County), serving
Location: Tracy, CA
Date: September 24, 2025
This listing presents an established book of business comprising 200 recurring tax clients located in Tracy.
Location: Orlando, FL
Date: September 24, 2025
This listing presents an established insurance book of business, operating in the Orlando market for over two decades.
Location: Orlando, FL
Date: September 23, 2025
This is an established insurance book of business with a 20-year history serving the Orlando market.
Location: TX
Date: September 16, 2025
This listing presents an independent insurance agency book of business located in Travis County, Texas.
Location: TX
Date: September 16, 2025
This listing presents a profitable, established Farmers Insurance captive agency located in Grayson County, Texas, available for acquisition.
Location: Orlando, FL
Date: September 15, 2025
This established insurance book of business, operating for 22 years in the Orlando, Florida market, presents a profitable opportunity for acquisition.
Location: Dallas, TX
Date: July 22, 2024
This listing presents an opportunity to acquire a personal and commercial lines insurance book of business located in Dallas, Texas.
Location: Tucumcari, NM
Date: May 7, 2024
This listing presents an opportunity to acquire an insurance book of business located in Tucumcari, New Mexico.
Location: Bernalillo, NM
Date: May 7, 2024
This listing presents an opportunity to acquire a lucrative insurance book of business located in Bernalillo, New Mexico.
Location: Location undisclosed
Date: December 21, 2023
A client is actively seeking to acquire a Book of Business from a Registered Investment Advisor (RIA).