Tampa, FL
Own a lucrative territory within a leading national business brokerage franchise, renowned for its proven systems, comprehensive training, and unparalleled support. This is your chance to step into a...
Financial Services Businesses For Sale
Industry Info
Top-Ranked National Business Brokerage Franchise Territory for Sale -
$75,000
Selling Book of Business - 200 Tax Clients Located in Tracy
Tracy, CA
This list consists of 200 clients that have been using the same service year over year. The list will be sold and the clients will be migrated with the help of the seller. For more detailed...
$65,000
Cash Flow: $50,000
Own a Thriving Insurance Agency
Henderson, NV
This is a rare opportunity to acquire a high-performing Farmers Insurance agency with an independent book of business, generating approximately $900,000 in annual service commissions. The agency...
$2,225,000
Cash Flow: $540,752
Allstate Agency in Scottsdale, AZ
Scottsdale, AZ
Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...
$1,050,000
Surplus Lines Insurance Agency For Sale
Camarillo, CA
This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency...
$1,275,000
Cash Flow: $228,701
Tax Preparation Services
North Carolina
SIGNIFICANT PRICE REDUCTION. ENOUGH TO COVER OFFICE RENTALS THROUGH NEXT TAX SEASON! Successful and nationally recognized personal tax preparation, business tax preparation, support and coverage, and...
$285,000
Cash Flow: $106,469
Top Independent Agency Loyal Asian-Speaking Clientele
San Gabriel, CA
This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro...
$1,850,000
Cash Flow: $630,000
Business Brokerage in Booming Market
Arlington, VA
This is the opportunity to own a franchised business brokerage with exclusive territory rights in the Washington, DC and Philadelphia regions. Phenomenal markets full of business buyers and sellers...
$100,000
Public Adjuster Business
Florida
Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...
$2,000,000
Cash Flow: $746,090
Commission Express - Denver, Colorado
Arapahoe County, CO
COMMISSION EXPRESS businesses apply the general factoring process to the specialty of factoring real estate sales commissions. We purchase these pending receivables on the basis of their quality as an...
$25,000
Tax Preparation
Minnesota
This is consistent and established tax prep practice. This business prepares tax returns for businesses and individuals. 95% of revenues are generated during the tax season. About 60 business or MN...
$150,000
Cash Flow: $68,445
Philadelphia Check Cashing Store- Prime Location!
Philadelphia County, PA
NEWLY REDUCED PRICE! Real Estate Available for Purchase as Well! This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this...
$195,000
Cash Flow: $89,082
For Sale: Established Tax Consulting & Accounting Firm
Virginia
For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...
$277,000
Large Tax Prep Franchise Group | $1.81M SDE | Easy to Operate
Texas
4 Very Profitable Check Cashing Stores DE-PA! New Price Reduction
New Castle County, DE
NEWLY REDUCED PRICE! The buyer will need a cash inventory of approximately $600k-$700K on day one of ownership. All five stores, two in Delaware and three in Pennsylvania, are profitable and fully...
$950,000
Cash Flow: $696,370
Resilient Remote-Friendly Financial Services Business
Richmond, NJ
This business offers access to a highly resilient segment of the financial services space. The operation is designed to let you focus on sales while back-end processes and carrier coordination are...
$70,900
Cash Flow: $88,748
Alpine Business Brokers
Alpine Business Brokers, LLC
Serving Salt Lake County, UT
Alpine Business Brokers has over 20 years in business, with more Certified Business Intermediaries (CBI) than all the other Utah Business Brokers combined. The Owners and Agents at Alpine Business Brokers are not only the most skilled business brokers in the state, they have owned operated businesses just like yours.
Contact me
Indianapolis Relocatable Established Tax Preparation Franchise
Indianapolis, IN
Established Tax Preparation Franchise - Indianapolis Area This profitable ATAX franchise presents an exceptional opportunity to acquire a well-established tax practice with nearly two decades of...
6
$125,000
Cash Flow: $60,000
ATAX - Manhattanville, NY
New York, NY
ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....
5
$270,000
Cash Flow: $83,888
Build Wealth with HomeVestors,Your Path to Real Estate Success!
Hartford County, CT
Are you ready to transform lives and communities while building a prosperous future for yourself? Welcome to HomeVestors Associate Franchise in Hartford County and Surrounding Counties. Every...
$34,997
Established Real Estate Brokerage That Is A National Franchise
WELL ESTABLISHED TURNKEY REAL ESTATE BUSINESS THAT IS A NATIONAL FRANCHISE. BROKER OWNER WILL STAY ON FOR TRAINING AND CONTINUED SUPPORT IF NEEDED. EARN-IN OPPORTUNITY AND OR PROFIT SHARING...
$200,000
Resilient Financial Services Business
Columbia, TN
If you're great with people and have a drive to build something meaningful, this insurance agency could be your next step. Represent a wide selection of nationally ranked carriers. Offer your clients...
$88,900
Cash Flow: $158,446
Established Business Funding Franchise!
Houston, TX
Invest in Your Future: Resale Opportunity for Established Business Funding Franchise! Are you ready to step into the world of entrepreneurship with a proven business model? Here's your chance to take...
$15,000
Recurring Revenue, Insurance Business
Raleigh, OH
Take part in a rapidly growing segment of the financial services industry with this professionally branded insurance agency built for speed, efficiency, and scalability. This business allows you to...
$67,900
Cash Flow: $95,000
Philadelphia, PA - ATM route for sale
Philadelphia, PA
12 ATM Locations in the Philadelphia, PA area - all high-end Hotels - making $23,000/yr NET (outside of Gas and time) for sale for $45,000 Buyer must join ACFN ATM franchise program. Franchise program...
6
$45,000
Cash Flow: $23,000
CPA Firm - Turnkey, Growing Profitability and Semi-retired Partner
$4,500,000
Ontario
Louisville, KY - ATM route for sale
Louisville, KY
10 ATM Locations in the Louisville, KY, and French Lick, IN areas - Mainly high-end Hotels and resorts, making $36,000/yr NET (outside of Gas and time) for sale for $58,288 Buyer must join the ACFN...
6
$58,288
Cash Flow: $36,000
Cincinnati, OH - ATM route for sale
Cincinnati, OH
14 ATM Locations - mainly Hotels in the Cincinnati area - making $22,000/yr NET (outside of Gas and time) for sale for $39,464 Buyer must join the ACFN ATM franchise program. Franchise program...
6
$39,464
Cash Flow: $22,000
Chicago, IL - ATM route for sale
Chicago, IL
6 ATM Locations in the Chicago, IL area - High-end Hotels making $16,000/yr NET (outside of Gas and time) for sale for $28,119 Buyer must join the ACFN ATM franchise program. Franchise program...
6
$28,119
Cash Flow: $16,000
Providence, RI - ATM route for sale
Providence, RI
10 ATM Locations in the Providence, RI area - High-end Hotels and One Bowling Alley, making $26,000/yr NET (outside of Gas and time) for sale for $56,000 Buyer must join the ACFN ATM franchise...
6
$56,000
Cash Flow: $26,000
Savannah, GA - ATM route for sale
Savannah, GA
16 ATM Locations in the Savannah, GA area - Mainly high-end Hotels, making $44,500/yr NET (outside of Gas and time) for sale for $77,020 Buyer must join the ACFN ATM franchise program. Franchise...
6
$77,020
Cash Flow: $44,500
Columbia, SC - ATM route for sale
Columbia, SC
25 ATM Locations in the Columbia, SC area - Mainly high-end Hotels, making $52,000/yr NET (outside of Gas and time) for sale for $100,000 Buyer must join the ACFN ATM franchise program. Franchise...
6
$100,000
Cash Flow: $52,000
Boston, MA - ATM route for sale
Boston, MA
10 ATM Locations in the Boston, MA area - Mainly high-end Hotels, making $19,000/yr NET (outside of Gas and time) for sale for $33,925 Buyer must join the ACFN ATM franchise program. Franchise program...
6
$33,925
Cash Flow: $19,000
Cleveland, OH - ATM route for sale
Cleveland, OH
12 ATM Locations in the Cleveland, OH area all high-end Hotels, (plus one more hotel to be installed) making $22,000/yr NET (outside of Gas and time) for sale for $50,000 Buyer must join the ACFN ATM...
6
$50,000
Cash Flow: $22,000
Santa Barbara, CA - ATM route for sale
Santa Barbara County, CA
5 ATM Locations (plus one extra machine) in the Santa Barbara, CA area all high-end Hotels, making $12,500/yr NET (outside of Gas and time) for sale for $22,647 Buyer must join the ACFN ATM franchise...
6
$22,647
Cash Flow: $12,500
Income Tax Preparation Franchise Opportunity
Springfield, MO
Position yourself with a leader in an industry (Tax Preparation) where the potential customer base is always increasing with population growth. Plus, ATAX also provides services business owners need...
6
$40,000
Established Insurance Agency- Farmers Insurance
$200,000
Temecula, CA
ATAX Income Tax Preparation - Virginia Beach, VA
Virginia Beach, VA
Position yourself with a leader in an industry (Tax Preparation) where the potential customer base is always increasing with population growth. Plus, ATAX also provides services business owners need...
6
$35,000
Asset SaleLead Capture Brand for Architects, Developers
Fort Lauderdale, FL
Feasibility Analyst, Inc. is an asset-only sale of a professionally branded digital business concept designed for architecture, real estate, and development professionals. This is not a turnkey...
3
$14,000
Asset Sale"We Buy Ugly Houses" - Homevestors Existing Franchise for Sale
Houston, TX
Ever dreamed of flipping houses like you see on TV? If you love watching those house-flipping shows and have always wanted to try it yourself, this could be your moment. A HomeVestors® “We Buy Ugly...
3
$75,000
Asset SaleB2B Expense Optimization Consulting
Charleston County, SC
Seize this opportunity to acquire an existing franchise license from North America’s leading independent cost-reduction consulting firm. For over 20 years, this company has empowered franchisees to...
$49,000
Asset SaleGroup Health & Life Insurance Book of Business for Sale
Pinellas County, FL
Overview • Book Type: Group Health and Life Insurance • Number of Active Group Clients: 63 • Geographic Focus: Florida • Primary Industries: No primary Industry Financials • Ask $490,000 • Annualized...
$490,000
Asset SaleSub-prime lending
Glendale, CA
Asset Sale: Sub-Prime Auto Lending Business This asset sale presents an established sub-prime auto lending operation specializing in purchasing vehicle installment contracts from dealers for customers...
$30,000
Asset Sale$12M EP Allstate Agency in SC!
South Carolina
This well established, profitable agency is located in one of the fastest growing regions of South Carolina. This $12+M earned premium agency consists of a preferred auto/homeowner customer base with...
$3,700,000
Asset SaleSide Hustle or Full Time Cost Reduction Business!
Suffolk County, MA
The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...
$68,000
Antonio Spagnolo
Bright Trust Realty LLC
Serving Orange County, FL
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Asset SaleStrategic Acquisition Opportunity of a M&A Boutique Firm
Established M&A Boutique Firm - Asset Sale Opportunity A rare opportunity to acquire the valuable assets of a successful boutique M&A advisory firm with nearly 25 years of operation in the thriving...
3
$250,000
Asset SaleModern Office Space in Prime Jackson Heights Location – For Sale
Queens, NY
Modern Office Space in Prime Jackson Heights Location – For Sale Welcome to 74-10 37th Avenue #402, a fully renovated professional office space in the heart of Jackson Heights. Spanning approximately...
6
$325,000
Very profitable annuity boutique insurance agency
$2,200,000
Detroit, MI
Asset SalePre-Revenue Fintech Platform Currently In Market Testing
Philadelphia, PA
Unique opportunity to purchase a “ready to scale” subscription-based Financial Analytics Software Company with first product in market testing with clients. Cost-effective, easy-to-use software tool...
2
$500,000
Real EstateMultiple Use Office Space in Park Falls
Park Falls, WI
This great commercial building for sale or lease on State Hwy 13 with great exposure in a commercial area in the city of Park Falls WI. There is a large sign on highway 13, the building has a newer...
$199,900
Real EstateMedical Offices entire 2nd floor-Elevator & stairs-19 rooms
Downey, CA
5177 Sqft 12 medical treatment rooms , 4 Doctor offices , 1 special procedure room , 1 manager office , 1 billing office , 3 nursing stations , 3 patient bathrooms , 1 employee bathroom . 1 break room...
Start-upStart an Insurance Agency – Full Training & Support Provided.
Own your future with a turnkey life insurance agency opportunity designed for motivated entrepreneurs, even if you have no prior experience. This is your chance to step into a proven business model...
$199
Start-upEstablished Award-Winning Agency Located in Commerce City, CO
This established $3,925,000 earned premium agency is located in Commerce City, CO, a growing community just 15 miles northeast of Denver. It has a small town feel with excellent public schools, and...
$725,000
Start-upAAA Agency Ownership Opportunity
AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join our team! One of the Industry's BEST Compensation Packages! Earning potential is...
Start-upProfitable AI Lending Business for Sale – Turnkey Operation with High
Standout AI Lending Business. 1. High-Demand Industry with Recurring Need Business, Commercial, Residential and Consumer loans are always in demand, regardless of the economy—people need funding for...
2
$30,000
Buy a Financial Services Business
Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.
Some of the most popular categories of financial services businesses include:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
Market Overview
| Number of Business Listings Analyzed | 936 |
| Median Asking Price | $500,000 |
| Median Reported Revenue | $430,000 |
| Median Reported Earnings | $210,000 |
| Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings. | |
Financial Services Business Valuation Multiples
| Range | Revenue | Earnings (SDE) |
| Lower Quartile | 1.02 | 1.81 |
| Median | 1.18 | 2.36 |
| Upper Quartile | 1.46 | 3.13 |
| Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price. | ||
Read the Report:
Financial Services Business Valuation Benchmarks
Sell Your Financial Services Business
For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.
