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Financial Services Businesses For Sale

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Industry Info
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SEMI PASSIVE, CASH FLOWING, PROFITABLE ATM ROUTE

Hillsborough County, NH

Seize this rare opportunity to own a well-established, profitable 23-unit ATM portfolio strategically placed in high traffic areas throughout southern New Hampshire and northern Massachusetts. This...

$279,000

$279,000

Cash Flow: $63,329

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Top-Ranked National Business Brokerage Franchise Territory for Sale -

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...

$75,000

$75,000

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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

$65,000

Cash Flow: $50,000

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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

$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

$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

$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

$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

$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

$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

$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

$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

$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

$195,000

Cash Flow: $89,082

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

$925,000 - Adams County, CO

$925,000

Adams County, CO

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

$277,000

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

$950,000

Cash Flow: $696,370

Steven Friedman

SEZ BUSINESS CONSULTING AND BROKERAGE

Serving Palm Beach County, FL

South Florida's leading Boutique Business Consulting and Brokerage Firm. Whether you want to discreetly sell your business, or you are looking to acquire a business, we can help.

Contact Me >

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ATAX - (Highlands) Denver, CO

Denver, CO

ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...

5

$450,000

$450,000

Cash Flow: $84,000

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

$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

$34,997

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

$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

$15,000

Jackson, WY - ATM route for sale

Jackson, WY

6 ATM Locations in the Jackson, WY area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $10,000 (YES $10,000) Buyer must join ACFN ATM franchise program. Franchise...

6

$10,000

$10,000

Cash Flow: $16,000

Denver, CO - ATM route for sale

Denver, CO

5 ATM Locations in the Denver, CO area - all high-end Hotels - making $13,500/yr NET (outside of Gas and time) for sale for $24,975 Buyer must join ACFN ATM franchise program. Franchise program...

6

$24,975

$24,975

Cash Flow: $13,500

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

$58,288

Cash Flow: $36,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Meade Wallman

United Franchise Group

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...

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$56,000

$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

$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

$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

$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

$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...

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$22,647

$22,647

Cash Flow: $12,500

Turnkey - 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...

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$35,000

$35,000

Turnkey - Income Tax Preparation

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

$40,000

Asset SaleEstate Sales Franchise w/ 95% In House Financing & Health Insurance!

Cincinnati, OH

Low-Cost, High-Reward Franchise Opportunity – Own Your Future! This is your chance to step into a booming, recession-resistant industry with a franchise model built for both first-time entrepreneurs...

$24,500

Asset Sale

$24,500

Asset SaleB2B Expense Optimization Consulting Franchise

North Charleston, SC

Seize this exceptional opportunity to acquire a discounted franchise license for a leading independent cost-reduction consulting firm with over 20 years of proven success. This relationship-driven...

$50,000

Asset Sale

$50,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Meade Wallman

United Franchise Group

Asset SaleEstate Sales Franchise w/ 95% In House Financing & Health Insurance!

Indianapolis, IN

Low-Cost, High-Reward Franchise Opportunity – Own Your Future! This is your chance to step into a booming, recession-resistant industry with a franchise model built for both first-time entrepreneurs...

$24,500

Asset Sale

$24,500

Asset SaleWell Respected Land Planning and Landscape Design Office

Snowmass Village, CO

This professional practice is in the process of winding down due to the forthcoming retirement of its owner and founder, who is a highly respected land planner and landscape designer in Aspen/Snowmass...

$50,000

Asset Sale

$50,000

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

$30,000

Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!

Irving, TX

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...

$45,000

Asset Sale

$45,000

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 Sale

$490,000

Asset Sale$12M EP Allstate Agency in SC!

South Carolina

This well established, profitable PRO 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...

$3,200,000

Asset Sale

$3,200,000

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

Asset Sale

$68,000

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 Sale

$250,000

Mike Lohbeck, CBI

MGL Business Solutions, LLC.

Serving Hamilton County, OH

Certified Business Intermediary Licensed Business Broker Business Development Advisor Estate Planning Team

Contact Me >

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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

Asset Sale

$500,000

Real EstateCommercial Office Historic Charleston Area

Summerville, SC

Located in the heart of historic downtown Summerville, 202 E 2nd North Street offers 3,340 SF of fully renovated commercial space on 0.21 acres. The property underwent a complete renovation in 2016...

$1,480,500

Real Estate

$1,480,500

Established Agency for Sale - Turn Key

$152,000 - Sandpoint, ID

$152,000

Sandpoint, ID

Real EstateWell Established CPA Firm in SLO CA

San Luis Obispo, CA

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong...

Not Disclosed

Real Estate

Not Disclosed

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...

Not Disclosed

Real Estate

Not Disclosed

Start-upStart Your Lucrative Career in Insurance!

Become an agency owner with Farmers Insurance and unlock a world of opportunity. With our industry-leading bonus structure, comprehensive training, and personalized business coaching, you'll have the...

$275

Start-up

$275

Start-upEntrepreneurs, Self-Starters & Leaders Join the Farmers Insurance Team

Farmers Insurance offers a unique opportunity to build and/or buy an Agency. Farmers Insurance Agency owners enjoy limitless income potential (we are open in all California markets) with monthly and...

Not Disclosed

Start-up

Not Disclosed

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

Start-up

$30,000

Start-upFarmers Agency Opportunity with Huge 3 Year Bonus

Farmers Insurance is one of America's top insurance carriers and the explosive growth in Arizona has created a tremendous opportunity for Farmers Insurance Agency Owners to thrive! This opportunity is...

Not Disclosed

Start-up

Not Disclosed

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-up

$199

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:

  

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.