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Serving South Florida for Over 30 Years
Sell Your Professional Services Firm with Confidence
If you’re thinking about selling your professional services firm, whether in advertising, accounting, wealth management, insurance, legal, or staffing?
You’re not alone.
Buyer demand across Florida is strong for established firms with loyal clients and recurring revenue.
The process of selling, however, can be overwhelming.
At Sunbelt Business Brokers of South Florida, we help business owners navigate through every step, clearly and confidently. You’ve spent years building a trusted, respected firm. We make sure your exit reflects that value.
Your Exit Strategy Starts Here
Whether you’re planning a sale in the next few months or a few years down the road, it’s never too early to understand your options. Taking control now means a smoother process and a better outcome.
Exit Planning
We start with your goals. Do you want a clean break? A phased transition? A buyer who keeps your brand and team in place? We’ll build a plan around what matters most to you.
Business Valuation
Your firm’s value depends on many factors—recurring revenue, client retention, staff structure, and owner involvement. We recast your financials, identify discretionary earnings, and benchmark against actual closed deals so you get a realistic, market-backed valuation.
Going to Market
We prepare a customized go-to-market strategy designed to attract serious buyers. Our process protects confidentiality, screens prospects carefully, and puts your business in front of the right audience. You stay focused on operations while we drive the deal forward.
Why Buyers Want These Firms
Firms in business and professional services are often low in fixed assets, high in cash flow, and rich in client relationships. That combination attracts private equity, strategic acquirers, and professionals looking to expand. Right now, we are seeing strong demand for:
CPA firms with over $500K in seller discretionary earnings
Digital marketing agencies with monthly retainers
Insurance brokerages with transferable carrier relationships
Boutique law firms with established referral networks
Staffing firms with recurring client contracts and W-2 or 1099 models
If you’re operating in these sectors, there may be more buyer demand than you realize.
Recent Success Story
Case Study: $2M Insurance Agency Sold with 5 Offers
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A Fort Lauderdale-based insurance agency doing nearly $2m in annual commission revenue came to us after years of steady performance but no clear succession plan. After a confidential valuation and discreet buyer outreach, we secured five qualified offers. The business sold above asking price with a seamless client transition and the full team retained.
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