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financial services for Sale
Similar businesses sell at 1.4x to 6.9x SDE. Compare live listings and connect with sellers.
27 results
Insurance Agencies
Insurance Agencies
Established Insurance franchise
Oakland Park, Broward County, Florida, United States
Oakland Park, Broward County, FL, US
Established Insurance franchise opportunity specializing in Auto insurance. Highly visible location in East Fort Lauderdale. This turnkey insurance agency benefits from strong traffic, excellent visibility, and an established presence in the community. The franchise is a recognized brand offering auto, home, commercial, renters, and other insurance products. Franchise offers Progressive & GEICO and many more appts. This is ideal for an owner-operator or insurance professional looking to acquire an existing location rather than starting from scratch. Franchise systems, brand recognition, and an established operating platform provide a strong foundation for continued growth. Excellent opportunity in the desirable South Florida market. Owner operator makes $183k for 2025. One week Franchise training in Miami. Buyer pays transfer/training fee. Buyer must be approved by franchisor. Buyer must have 220 license. Great books &records. 2025/2024 Tax Returns on file.
$750,000Asking Price
$528,333Revenue
$183,170Cash Flow
Check Cashing
Other Financial Services
Check Cashing
+1
45 Y.O. Currency Exchanger with Real Estate Near Border
El Paso County, Texas, United States
El Paso County, TX, US
Rare opportunity to acquire a long-established Money Services Business / currency exchange with approximately 45 years of operating history and a highly strategic border-market location. The company operates in a specialized, cash-flow driven financial-services niche serving cross-border consumers, travelers, workers, and businesses. Services include foreign currency exchange, money orders, check cashing fees, funds-transfer related services, and other customer transaction revenue streams. This is not a startup or unproven concept. The business has deep community history, a long-tenured employee base, established operating systems, and a specialized facility designed for secure cash-handling operations. The company is believed to hold Texas MSB License #1, creating a unique legacy position in the market. The current owner inherited the business following the founder’s health decline and passing. For decades, the business benefited from engaged founder leadership, consistent community marketing, and strong customer relationships. In recent years, growth initiatives were reduced as ownership focused on maintaining uninterrupted operations. A new owner has the opportunity to reintroduce proven marketing programs, restore active business development, and build on a trusted local brand. The business is located near a major U.S.-Mexico border crossing in a downtown commercial corridor. The facility includes security features specifically suited for an MSB / currency-exchange operation, including controlled cash-handling areas, camera coverage, customer-facing transaction stations, and dedicated operating space. Real estate is available as part of the transaction or may be structured separately, subject to negotiation. Potential buyer profiles include existing MSB operators, currency-exchange companies, check-cashing operators, financial-services entrepreneurs, border-market strategic buyers, and experienced owner-operators seeking a specialized business with significant history and infrastructure already in place. Highlights: Approximately 45 years of operating history Legacy Texas MSB license position Strategic border-market location Long-tenured employee base Specialized cash-handling facility Real estate available Established customer relationships Opportunity to restore marketing and growth initiatives Seller willing to support transition This offering may be especially attractive to an existing MSB or strategic operator that understands the value of licensing, location, compliance history, border-market customer behavior, and established operating infrastructure. Buyer must provide proof of financial ability and sign a confidentiality agreement before receiving detailed financials, business identity, location information, or confidential operating materials.
-Asking Price
$576,000Revenue
$184,197Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
Bookkeeping and Accounting firm with over 15 years of history
New York, United States
NY, US
This well-established firm located in a large metro area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients. • Diverse, sticky client base including small nonprofits, government contractors, and service-based businesses • Fully virtual operations supported by established systems, workflows, and infrastructure • Strong digital presence with proven marketing channels • Scalable platform suitable for add-on growth or portfolio acquisition • Ideal for an owner-operator or strategic buyer seeking predictable cash flow with minimal operational burden This is a low-touch, high-margin business with durable revenue and limited customer concentration risk. Listing ID: 26385 www.listbizforsale.com
$1,200,000Asking Price
$932,700Revenue
$368,299Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
New Mexico based CPA Tax and Accounting firm ($2M revenue)
Albuquerque, New Mexico, United States
Albuquerque, NM, US
New Mexico based CPA firm delivering practical, people-centered accounting, tax and financial management services for individuals, small businesses and organizations. We translate numbers into actionable insights by removing complexity and focusing on the results that matter to each client. Our seasoned team provides personalized service across accounting, tax compliance and financial consulting, building long-term relationships through responsive communication and consistent delivery. We support clients seeking stability, growth and improved financial decision-making with reliable bookkeeping, accurate financial statements and strategic tax planning. Turnkey support includes month-end accounting, audit preparation, payroll and a full range of individual and entity tax returns, allowing owners to focus on running their business. Services: - Accounting: Accrual & Cash Basis, Bookkeeping, Financial Statements - Tax: Individual, Corporation, Partnership, Estate, Property, Payroll, Gross Receipts/Sales Tax - Consulting & Support: Financial consulting, Small business advisory, Audit support, Tax planning and compliance
$3,500,000Asking Price
$2,240,000Revenue
$795,000Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
A Highly Specialized, U.S.-based Accounting and Tax Advisory firm
Marietta, Washington County, Ohio, United States
Marietta, Washington County, OH, US
A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation, and high-value advisory engagements with referral-based revenue opportunities. With operations dating back to 1999, the firm has intentionally maintained a boutique model, prioritizing deep client relationships and personalized service over volume. This communication relates solely to a potential change-of-control M&A transaction involving an eligible privately held company. It is intended only for prospective acquirers who will acquire control and actively participate in management and is not an offer or solicitation of securities. If these criteria do not apply to you, this communication is not intended for you; please do not access or review the transaction materials.
-Asking Price
$1,695,000Revenue
-Cash Flow
Insurance Agencies
Insurance Agencies
Extremely Profitable Franchise Insurance Agency
Miami, Miami-Dade County, Florida, United States
Miami, Miami-Dade County, FL, US
Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides Standard/Non-Standard Insurance for Auto/Home/commercial/Boat & Ticket Defense. They have established appointments with Geico/Progressive/Star Casualty/United Auto/Ocean Harbor/Gainsco/Kemper/Legacy/Ascendant/Citizens/Foremost/Universal Property/AM Wins & more. This high-visibility location sits in a densely populated area with heavy foot and vehicle traffic, providing excellent exposure and walk-in potential. The agency enjoys a loyal client base and strong renewal income. This is a turnkey opportunity with trained staff in place, ongoing franchisor support, and low overhead. Ideal for a hands-on owner-operator with a 220 license is a must. Seller is willing to provide transitional support for 1 month. Don’t miss this opportunity to own a recession-resistant business in a growing community. 2024 Owner Benefit over 500k+with over $1.1 million in net commissions after royalties. $17,500 Transfer fee paid by the buyer. 220 license required!
$1,500,000Asking Price
$1,925,552Revenue
$562,817Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM
Detroit, Michigan, United States
Detroit, MI, US
ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM / Adj. EBITDA ~$640K Company Overview Established in 1959, this Michigan-based CPA and advisory firm provides accounting, tax, audit, assurance, fractional CFO, and business consulting services to closely held businesses, professional practices, real estate operators, and high-net-worth individuals throughout the Metro Detroit region. Operating from its headquarters in Macomb County, the firm has built a multi-generational client base and a reputation for delivering recurring, relationship-driven financial services across more than 20 industry verticals. The firm operates with a principal-led delivery model supported by 13 full-time professionals, including licensed CPAs, accountants, and administrative staff. Services span the full client lifecycle, creating recurring engagement opportunities and strong client retention through tax compliance, bookkeeping, advisory, and assurance work. Key Performance Indicators * Founded: 1959 * Operating History: 67 Years * Headquarters: Mount Clemens, Michigan * Employees: 13 Full-Time Professionals * FY2025 Revenue: $2.2 Million * FY2025 Adjusted EBITDA: $639,000 * Adjusted EBITDA Margin: 29.3% * Estimated Active Clients: ~650 * Client Retention Rate: ~87% * Industry Verticals Served: 20+ * Largest Client Concentration: 3.8% of Revenue * Median Client Spend: $1,075 * Geographic Coverage: Macomb, Oakland, and Wayne Counties, with virtual service capability throughout Michigan Service Mix (FY2025 Revenue) * Accounting & Bookkeeping: 28.8% * Business Consulting & Specialty Services: 29.6% * Tax Compliance & Planning: 22.1% * Audit & Assurance: 15.4% * Fractional CFO & Advisory: 4.2% Competitive Strengths * 67-year operating history with multi-generational client relationships * Recurring revenue model driven by tax, bookkeeping, and compliance services * Diversified client base with no meaningful customer concentration * Multi-service platform combining accounting, tax, audit, advisory, and consulting capabilities * Strong presence across manufacturing, real estate, automotive, legal, and professional services sectors * Credentialed leadership team with active AICPA and state CPA society memberships * Modern cloud-based technology stack supporting scalable operations and client service delivery Growth Opportunities The business is positioned to expand through advisory and fractional CFO services, cross-selling additional services to existing clients, industry-focused specialization, and strategic acquisitions within the fragmented accounting services market. The platform benefits from favorable industry dynamics, including increasing private equity investment, ongoing CPA firm consolidation, and succession-driven acquisition opportunities.
-Asking Price
$2,200,000Revenue
$639,000Cash Flow
Insurance Agencies
Insurance Agencies
Turnkey Independent Agency | Medicare Focused
Cook County, Illinois, United States
Cook County, IL, US
Established in 2015, this independent insurance agency provides comprehensive health and Medicare insurance solutions across the Chicagoland area. Operated solely by the owner-agent, the business has built strong relationships with a broad network of reputable insurance carriers, enabling it to offer tailored coverage options to a diverse client base. The agency’s revenue is primarily driven by Medicare products, supported by additional income streams from life insurance and group insurance policies. It’s focused niche, recurring client needs, and strong carrier access position the business for continued stability and growth. Designed for flexibility, the operation is easily relocatable and well-suited for a home-based setup, offering low overhead and scalability for a new owner. Financial Highlights: • Sellers Discretionary Earnings (SDE): $94,000 • List Price: $350,000 This turnkey opportunity is ideal for a licensed agent seeking an established book of business or an existing agency looking to expand within the high demand senior insurance market
$350,000Asking Price
-Revenue
-Cash Flow
Insurance Agencies
Insurance Agencies
Broward Insurance Franchise
Pembroke Pines, Broward County, Florida, United States
Pembroke Pines, Broward County, FL, US
Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including auto, home, commercial, and specialty insurance, supported by strong carrier relationships and a loyal, diverse client base. Bilingual service drives consistent referrals and repeat business. Revenue is generated through commissions and renewals, creating stable, recurring income. The operation is well-positioned for growth through expanded marketing, cross-selling, and additional product lines. Ideal for an owner-operator looking for an established presence with immediate cash flow in the South Florida insurance market. 2025 Commissions $450k. Purchaser pays for transfer fee. Must have a 220 license.
$550,000Asking Price
$451,599Revenue
$130,444Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
ADD-ON Opportunity / Chicago Accounting Practice /~$0.48MM Adj. EBITDA
Chicago, Illinois, United States
Chicago, IL, US
ADD-ON Opportunity / Chicago Tax & Accounting Business / Recurring Financial Services / LTM ~$1.09MM Revenue / ~$0.48MM Adj. EBITDA Company Overview The Company is a full-service tax and accounting firm serving the Chicago metropolitan market. Founded in 2022, it provides tax preparation and planning, bookkeeping, financial statement preparation, payroll, sales and use tax compliance, and entity advisory services to individuals and small and midsized businesses. The Company has scaled through organic client growth and the successful integration of an acquired book of business in 2024. Its technology-enabled operating model supports approximately 700 annual tax returns across roughly 455 unique client relationships. Approximately 30% of revenue is generated through recurring monthly and quarterly engagements, while the remaining revenue is primarily derived from re-occurring annual tax services with historically strong retention characteristics. The business benefits from a diversified client base, broad service penetration, and limited customer concentration. A cloud-based practice management platform centralizes client communications, documentation, billing, and workflow management, enabling the Company to operate with six full-time employees plus seasonal filing-period support. Key KPIs LTM revenue: $1.09 million FY2023-FY2025 revenue CAGR: approximately 58% LTM normalized Adjusted EBITDA: $483,000 LTM normalized Adjusted EBITDA margin: 44.5% Annual tax returns: approximately 700 Unique client relationships: approximately 455 Recurring monthly and quarterly billing: approximately 30% of revenue Largest client concentration: 7.7% of revenue Top client relationships: 15.9% of revenue Full-time employees: six, plus seasonal staff Funded debt: $0 Normalized Adjusted EBITDA includes a $135,000 provision for market-rate replacement management.
-Asking Price
$1,090,000Revenue
$483,000Cash Flow
Market Snapshot
National transaction benchmarks for financial services businesses.
Under $500K
Median revenue$227k
Median cash flow$102k
Median sale price$200k
Multiple range1.4x - 2.5x
$500K to $2M
Median revenue$793k
Median cash flow$310k
Median sale price$875k
Multiple range2.1x - 4.0x
Over $2M
Median revenue$2.40m
Median cash flow$733k
Median sale price$3m
Multiple range3.7x - 6.9x
A variety of factors can cause businesses to trade outside this range, including earnings quality, operational transferability, key-person risk, growth trajectory, and geography, so a listing priced above or below the typical multiple usually reflects real differences in the underlying business.
What to know about financial services acquisitions
GW
Cofounder & CEO
Key diligence, valuation, financing, and transition considerations for buyers evaluating financial services acquisitions.
Confirm the licenses and carrier appointments transfer
A CPA firm, agency, or registered advisory carries credentials and appointments that may not pass automatically; verify what you must hold or re-apply for.
Separate recurring revenue from project revenue
Monthly retainers and renewing policies are worth more than seasonal tax work; get the split in writing.
Look hard at client and carrier concentration
A few large accounts or one dominant carrier can carry the business — and walk. Quantify the exposure.
Check compliance and liability history
E&O claims, regulatory exams, and audit findings are liabilities you may inherit; review coverage and open matters.
Plan for the transition of trust, not just the keys
Clients stay because they trust a person — negotiate a transition period, introductions, and non-competes.
Frequently Asked Questions
Answers to common buyer questions for this market.
Yes, recurring, high-margin revenue is exactly what lenders want. Expect scrutiny of client retention, the owner's role, and license transfer; a documented transition plan makes it far easier.