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Financial Services Established Businesses For Sale

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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

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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

$70,900

Cash Flow: $88,748

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ATAX - Bellmore, NY

Bellmore, NY

ATAX Bellmore, NY Tax Preparation Franchise - Established This turnkey ATAX franchise presents an exceptional opportunity in Bellmore thriving neighborhood. Established in 2023, this...

5

$45,000

$45,000

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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

$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

$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

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

$200,000

EBITDA: $125,000

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

$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

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

$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

$45,000

Cash Flow: $23,000

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

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

$39,464

Cash Flow: $22,000

Farmers Agency For Sale

$270,000 - Solano County, CA

$270,000

Solano County, CA

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

$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

$56,000

Cash Flow: $26,000

Juliet Carafello

First Choice Business Brokers of Manhattan

Serving Essex County, NJ

Founded in 1994, First Choice Business Brokers is one of the largest Business Sales Organizations in the world, with multiple offices located throughout the U.S. listing over $7 billion worth of businesses. Our New York City office consists of 1 Principal, 3 Associates, and administrative personnel. In addition, we have a select team of professional service providers we can recommend that can provide legal, accounting, planning, financing and various other services. First Choice Business Brokers is a member in good standing with the Better Business Bureau (A+ Rating). The FCBB office is located in Manhattan which covers the entire New York and New Jersey Regions. The Principle Broker, Gregory J. Carafello, has over 38 years of extensive Business Ownership experience as a small to medium sized business owner since 1998.

Contact Me >

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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...

6

$22,647

$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

$40,000

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

$35,000

Established Allstate Insurance Agency for Sale in NH

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

$1,050,000

West Michigan-Based Tax Preparation Business

$110,000 - Ottawa County, MI

$110,000

Ottawa County, MI

Northeast Ohio - Beachwood area

Beachwood, OH

• Well established, single owner CPA practice • 64% tax preparation, 23% accounting, 13% tax planning/consulting • Avg 1040 fee ~ $1,000; avg business return ~ $1,500 • Strong staff in place,...

$2,700,000

$2,700,000

Southwest Frederick County, MD CPA Practice

Frederick County, MD

This well-established CPA Tax & Accounting Practice for sale in Southwest Frederick County, MD has annual gross revenues of approximately $559,000. The growing practice has no competition in the...

$595,000

$595,000

Established Insurance Agency For Sale - Home, Auto, Business, Life

Waterford, CT

Full service Insurance Agency - Home, Auto, Business, Life, Medicare,...

$250,000

$250,000

Forensic Motor Vehicle Experts Supporting Insurance and Legal Matters

Suffolk County, NY

This business conducts expert forensic evaluations of motor vehicles to support legal disputes, insurance investigations, and criminal cases. Operating in a narrow and specialized segment of the...

$890,000

$890,000

Cash Flow: $275,000

Consulting & Advisory Franchise – Business Brokerage – Connecticut

Connecticut

An established business broker territory is now available in Connecticut. Supported by a 30 year + national franchise with a proven track record, you’ll benefit from full training, marketing, and...

$54,000

$54,000

Far North Dallas, TX CPA Practice for Sale

Dallas, TX

This well-established CPA practice for sale is desirably located in far North Dallas, TX and has annual gross revenue of approximately $1,049,000. The firm has earned an excellent reputation for...

$1,050,000

$1,050,000

Cash Flow: $401,073

Established Business Broker Franchise – Southern California

San Diego County, CA

Serial Entrepreneur? This could be your ideal business. Backed by a 25 year + established national franchise, you’ll have access to training, systems, marketing, and support from day one. Operate...

$54,000

$54,000

Executive Consulting Franchise – Business Sales – Houston, TX

Houston, TX

Looking for your next big opportunity? Step into a business that’s backed by a national franchise with decades of experience, proven systems, and world-class training. This professional service model...

$54,000

$54,000

Executive-Level Franchise – Help Owners Exit Businesses – Northern VA

Virginia

Serial Entrepreneur? Selling businesses could be the perfect opportunity for you! This established territory is backed by a long-standing national franchise with a proven system, world-class training,...

$54,000

$54,000

Established Business Broker Franchise - Philadelphia, PA

Philadelphia, PA

Entrepreneurs wanted! This opportunity offers you the chance to run a professional business backed by a 27 year + national franchise with a strong reputation, proven systems, and comprehensive...

$54,000

$54,000

Elite Allstate Agency DFW Flower Mound, Texas Book Only

$810,000 - Flower Mound, TX

$810,000

Flower Mound, TX

Central Ohio - NE of Columbus Practice for Sale

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

$675,000

Central Ohio - East of Columbus Practice for Sale

Franklin County, OH

• Well established, single owner CPA practice in a desirable Columbus suburb • 68% tax preparation, 29% accounting & payroll, 3% other • Accounting work includes some attest – buyer must be able to...

$535,000

$535,000

Dallas TX Profitable Tax Preparation Franchise

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$157,500

$157,500

Commission Advance for Realtors Franchise - NJ and NY

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$800,000

$800,000

Cash Flow: $400,000

San Jose CPA Firm for Sale

San Jose, CA

CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the...

$775,000

$775,000

Cash Flow: $365,959

$600,000 (Rev) Eastern Bucks County, PA Tax & Accounting Firm for Sale

Newtown

Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell &...

$775,000

$775,000

Cash Flow: $369,731

Arkansas Audit and Tax Firm

Arkansas

AR1174: The sellers of this audit and tax firm based in Arkansas are ready to retire and are seeking CPA buyers with experience performing GAS audits or Uniform Guidance audits. The practice can...

$900,000

$900,000

Well-Known Franchise Insurance Company for Sale in CT - Turn-Key

Hartford County, CT

Well-Known Franchise Insurance Company for Sale in Connecticut. The company sells insurance products and services: home, auto, business, condo, renters, life, landlord, vacant properties, special...

$220,000

$220,000

Cash Flow: $55,787

Jon Swift

Murphy Business Sales - Greenville

Serving Greenville County, SC

Murphy Business Sales-Greenville was founded by Jon Swift in 2019 and has completed transactions in the UpState of SC and Western NC. The company just relocated in June 2024 from a shared office to a private office at 200 N. Main Street, Greenville. Prior to opening the Murphy office Jon was a banking executive with First Union, Wachovia, Regions and First Horizon banks where he was a corporate banking manager and worked on many major merger and acquisition transactions. He obtained his Series 7 and 63 licenses in 1998. He is also a SC licensed real estate agent and also holds a limited commercial license in NC. The Murphy organization has offices in over 40 states and has a team approach unmatched in the industry.Murphy Business Sales-Greenville was founded by Jon Swift in 2019. The company has completed transactions in the Upstate of South Carolina and Western North Carolina. In June 2024, the company relocated from a shared office to a private office at 200 N. Main Street, Greenville. Before opening the Murphy office, Jon was a banking executive with First Union, Wachovia, Regions, and First Horizon banks, where he served as a corporate banking manager and worked on numerous major merger and acquisition transactions. He obtained his Series 7 and 63 licenses in 1998. Jon is also a licensed real estate agent in South Carolina and holds a limited commercial license in North Carolina. The Murphy organization has offices in over 40 states and is known for its unmatched team approach in the industry.

Contact Me >

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Profitable Turnkey Check Cashing Store- Lackawanna County PA

Lackawanna County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$295,000

$295,000

Cash Flow: $133,472

Successful Turnkey Check Cashing Store - Heart of Delco PA

Delaware County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location in a highly populated neighborhood. The staff is reliable and has experience in...

$395,000

$395,000

Cash Flow: $249,379

Established Insurance Business For Sale

$695,000 - Raleigh, NC

$695,000

Raleigh, NC

Van Daughtry

Van Daughtry Consulting, LLC

Turnkey Lucrative Check Cashing Store- New Castle County Delaware

New Castle County, DE

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$495,000

$495,000

Cash Flow: $287,756

Southeastern MA Virtual Book of Tax Clients for Sale

Massachusetts

- 2025 annual gross revenues: approximately $279,000. - Revenue is derived exclusively from business & individual tax clients. - Operates with minimal overhead and a solid fee structure. - Owner...

$360,000

$360,000

Rare Allstate Hall of Fame Agency -$6.7M Book | Dual-State ID/OR

Meridian, ID

This is a unique opportunity to acquire a highly successful 39-year Hall of Fame Allstate agency with a $6.7 million personal lines book of business, providing strong recurring revenue and immediate...

$2,000,000

$2,000,000

Eastern Panhandle of West Virginia CPA Practice

West Virginia

This reputable CPA practice for sale is located in the center of the rapidly growing Eastern Panhandle Area of West Virgina and has annual gross revenue of approximately $565,000. The firm serves a...

$685,000

$685,000

Cash Flow: $190,240

St. George, UT CPA Practice

Saint George, UT

This well-established yet growing CPA Tax & Accounting Practice for sale in St. George, UT has annual gross revenues of approximately $999,000. The practice caters to a loyal, high-quality client base...

$1,200,000

$1,200,000

$800K (Revenue) Central New Jersey – CPA Firm for Sale

New Jersey

OVERVIEW ABA Advisors represents this CPA practice located in Central New Jersey. The seller is willing to provide transitional assistance to the buyer to help ensure client retention and could be...

Not Disclosed

Cash Flow: $450,683

Not Disclosed

Cash Flow: $450,683

$1,650,000 Revenue Virtual High-Growth Niche Accounting & Tax Practice

Philadelphia County, PA

Practice Overview This two-partner practice has had excellent organic growth averaging 38% over the past three years and the firm is well staffed to absorb continued growth. The firm is 95%+ virtual...

$2,800,000

$2,800,000

Cash Flow: $381,086

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.