Financial Services Businesses for Sale
Explore Financial Services Businesses for sale. Compare opportunities and connect with sellers.
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Established Insurance Franchise
Reason for Sale:Career Change- Established franchise insurance agency in West Palm Beach. Turnkey opportunity in a growing, high-traffic market. The business provides auto, home, commercial, and specialty insurance products supported by strong carrier relationships and a loyal, diverse client base. Bilingual service drives referrals and repeat business. Revenue is generated through commissions and renewals, creating stable, recurring income. The agency is well-positioned for growth through expanded marketing, cross-selling, and additional product offerings. Ideal for an owner-operator seeking an established presence with immediate cash flow in Palm Beach County. 2025 Commissions $574k. Very efficiently run office. Must have a current 220 license.
Health Insurance Book of Business
Reason for Sale: Retirement – Established and relocatable health insurance book of business available for acquisition. Built on a digital-first platform with a streamlined CRM, this agency offers a turnkey operation with strong recurring revenue and a loyal client base. Coverage options include ACA marketplace plans. The agency has active contracts with top national carriers, ensuring access to competitive products and commission structures. 2025 commissions reached $144,000 in the last enrollment. Positioned within a $1.5 trillion and growing U.S. health insurance market, the business is well-placed to benefit from record Medicare enrollment, ACA market stability, and small business demand for affordable benefits. Seller will provide full transition support, including carrier introductions, systems training, and growth guidance. This is a rare opportunity for a licensed professional to step into a proven, profitable agency with expansion potential. MUST HAVE CURRENT 2-15 LICENSE. $350k with $200k down 36 months at 8% interest
Established, Profitable, Independent Insurance Agency for Sale
Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car registration that makes up 46% of revenue) located next to a DMV. We repeat that almost 50% of the revenue of this business comes from car registration sales. For those looking for only a book of insurance business to transfer without this additional revenue stream being taken into consideration, this business is not for you and will not value out based on typical insurance agency metrics. With excellent reviews, this agency has managed to sell and secure over 1,700 policies and 3,700+ customers with direct appointments (no aggregator) located in a southwest suburb of Cook County. Please also note there is a decent amount of non-standard policies within the book of business that is being sold, i.e. 25% standard / 75% non-standard. Carriers included, but are not limited to: Progressive, Nationwide, Berkshire Hathaway (Guard), Hartford, First Chicago, and Foremost. It comes with an excellent, affordable office space. Word of mouth has been their only source of growth so there is still tremendous room to grow with marketing. 2024 gross revenue was over $700k with $400k in SDE. Speaking Arabic would be an absolute plus, but not necessary based on the clientele and location of the agency. This is an excellent tack on for a buyer that already has an agency and/or it can be rebranded as needed. The seller's preferences would be a buyer that already knows the insurance industry, but it can also serve as a massive head start for someone trying to break into the insurance industry. Inquire within for more information. PREFERRED CASH OR CONVENTIONAL LENDING BUYER FUNDING.
Turnkey Independent Agency | Medicare Focused
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
Broward Insurance Franchise
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.
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West NC CPA Firm - 50 Years Established
This is a premier opportunity to acquire a highly reputable CPA practice with a 47-year operating history in Haywood County, North Carolina. Since 1978, the firm has grown entirely through word of mouth — no marketing. Clients come to them. The practice operates in the stable, recession-resistant public accounting market of Western North Carolina, backed by 47 years of reputation and a loyal client base. The firm serves 1,000+ active clients with a 95% retention rate and a diversified revenue base across bookkeeping, payroll, and tax services. Growing year over year, the practice reached $837,015 in gross revenue for 2025, with Seller's Discretionary Earnings of $487,686. The asking price is $957,000 — a 1.72x SDE multiple. The staff is experienced and long-tenured. Partner #1 is committed to a smooth transition before retirement. Partner #2 is willing to stay on full-time long-term at the new owner's discretion. This creates the potential for true absentee ownership — a buyer could acquire a fully operational, cash-flowing practice with an experienced operator already in place who knows every client. The sale includes an established client list, goodwill, and fully equipped office assets. This profitable, turnkey practice is perfectly positioned for a seamless handover to a qualified buyer.
Tech-enabled tax, bookkeeping & compliance for real estate pros
Profitable, tech-enabled direct-to-consumer (DTC) tax management and virtual accounting platform serving independent real estate agents, investors, licensed professionals, and high‑service small businesses. Fully remote asset-sale carve‑out generating approximately $5.1M annual net revenue (≈ $4.6M recurring) with ~$2.5M adjusted contribution EBITDA on a fully burdened standalone basis. Included: established consumer brand and DTC marketing assets; active client contracts and recurring subscription base; documented operations and client‑success playbooks; experienced remote team; and continued commercial access to the seller’s proprietary delivery platform via a scalable license agreement. Buyer opportunity: Parent is divesting a high‑margin, recurring business to refocus on B2B technology and professional services. This is a low‑risk, Day‑1 go‑to‑market acquisition with predictable recurring revenue, immediate ARPU uplift opportunities through tiering and add‑ons, and customary non‑use/rebrand protections. Ideal buyers: accounting firms, bookkeeping consolidators, or growth‑oriented operators seeking stable cash flow and plug‑and‑play scale. Platform & licensing: Seller retains a proprietary delivery platform (5+ years’ development). Clients continue on-platform under a commercial, scalable license (per‑client and/or revenue‑linked), preserving high gross margins and minimizing transition friction. Platform capabilities include accounting/document management, owner payroll, monthly bookkeeping and reviews, quarterly tax estimates, annual close, business tax preparation/filing (1120S & Schedule C), customer management tools, Slack integration, and knowledge‑base upkeep. Platform costs are included in the carve‑out P&L. Optional add‑ons: 1040s, 1099 management, non‑owner payroll, entity renewals, notices, AI chat/support. Licensing terms negotiable and to be memorialized in the LOI. Transition support: Up to 90 days of reasonable post‑closing assistance (client handoffs, leadership availability, technical onboarding). Core services: business & personal tax preparation and filing (1120S, Schedule C, 1040), year‑round tax planning, entity formation and S‑Corp/LLC structuring, monthly bookkeeping and reconciliations, payroll processing, retirement plan administration, benefits coordination, and bank/account integrations. Technology Stack: Core Operations: Tax & Accounting: CCH Axcess (tax preparation), Xero (accounting software), Safe Send Returns (tax return signatures), Hurdlr/Tight (bookkeeping ledger/API) CRM & Client Communication: HubSpot (CRM), Zoom (video calls/webinars) Document Management: Citrix ShareFile (client document storage), OneDrive (internal file storage) Collaboration & Communication: Slack (internal messaging), Microsoft Teams (video meetings), Notion (documentation/project tracking), Google Workspace (email/collaboration) Security: LastPass (password management) Payroll: Gusto (US payroll), Humi (Canada payroll), GEP/Gusto Embedded Payroll (product integration) Business Tools: Microsoft Outlook (email), Chrome (browser) Sales & Marketing: Nooks (dialer) Salesroom (demo recording) Zoom Revenue Accelerator (call recording) Sakari (SMS messaging) Client-Facing: Proprietary branded app (client portal) Stripe (payment processing) Key value drivers: scalable unit economics, recognizable brand, seasoned remote team with repeatable playbooks, clear ARPU expansion paths, flexible integration or standalone growth options. Full diligence materials and financial workbooks available to qualified buyers upon profile submission and management approval.
Profitable Check Cashing Business
PRICE REDUCED! Profitable Check Cashing Business – 20 Years Established – Broward County Located in a high-traffic corridor in Central Broward, this established check cashing and financial services business offers a profitable, recession-resistant opportunity for a hands-on owner. In operation for over 20 years, it has built a loyal customer base by providing dependable services including check cashing, money orders, bill payment, and other financial solutions.The business sits on the corner of a major road with hundreds of thousands of cars passing monthly and is surrounded by residential neighborhoods, retail centers, and businesses. Hundreds of new apartment units are currently under construction nearby, further boosting future growth. Financial performance is strong, with 2025 Owner Benefit of $169k on sales of $305k. Rent is just $3,000 per month for an 800 sq. ft. location and includes electric and water. The seller will provide training, and two experienced clerks are willing to stay on. With a prime location, low overhead, and opportunities to add services such as payday loans, ATM placement, or money transfer partnerships, this is a turnkey business with proven demand and clear growth potential in the thriving South Florida market. NO EXPERIENCE NECESSARY!
Well Established and Profitable Finance Broker
The company provides third-party financing solutions to leisure product dealers across Western Canada. Acting as an intermediary between retailers and major financial institutions, the Company facilitates consumer loans, extended warranties, and insurance products at the point of sale. The Company focuses exclusively on high-ticket leisure assets, allowing it to maintain deep specialization and strong lender confidence. The business model allows retailers to outsource complex financing functions while improving approval rates, compliance, and customer satisfaction. The business operates without inventory, carries minimal fixed overhead, and scales efficiently with volume. The owner currently works approximately 20 to 25 hours per week, primarily in an oversight and strategic capacity. Over the past four years, the business has generated an average of approximately $280,000 in Seller Discretionary Earnings (SDE).
Established Tax, Bookkeeping & Payroll Firm
This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250+ tax returns annually. Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential. The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.