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financial services for Sale
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28 results
Check Cashing
Check Cashing
Semi-Absentee Check Cashing
Lauderdale Lakes, Broward County, Florida, United States
Lauderdale Lakes, Broward County, FL, US
Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood services including check cashing, money orders, Western Union, bill payment services, bus pass sales, and related cash services. The business serves a local customer base and benefits from a convenient location in a busy commercial area. Its services are valuable to customers seeking fast, reliable access to check cashing, money transfers, and other financial services outside of traditional banking. Revenue is generated through multiple service lines, including payroll check cashing, government check cashing, tax refund check cashing, cashier’s checks, money orders, wire transfers, bill payments, and cash advance services. This variety of offerings provides several potential income streams from one operating location. Florida check cashing businesses operate in a regulated industry with established compliance requirements. Transactions are processed through a statewide real-time database, helping support secure operations and fraud prevention. Great franchise support & training. This is a strong opportunity for a buyer looking to acquire or expand within the check cashing and money services market.
$95,000Asking Price
$342,768Revenue
$98,878Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
Atlanta Bookkeeping & Tax Firm — $1M+ Revenue, $300k+ SDE
Atlanta, Georgia, United States
Atlanta, GA, US
Established Atlanta bookkeeping, tax, and outsourced CFO firm with a proven recurring-revenue model—$1M+ in annual revenue and $300k+ SDE. Serves loyal small-business, entertainment, and streaming clients across two strategic locations. Team includes experienced accounting professionals and licensed Enrolled Agents, with documented processes and turnkey service delivery. Strong reputation in niche markets, predictable cash flow, and multiple expansion opportunities (advisory services, tech integrations, client cross-selling, and geographic growth). Ideal acquisition for an accounting practice, investor, or operator seeking a profitable, scalable business with seasoned staff and stable client relationships. Hundreds of google reviews, 4.9 Stars.
$1,500,000Asking Price
$1,200,000Revenue
$550,000Cash Flow
Insurance Agencies
Insurance Agencies
Insurance -Multi Locations For Sale
San Antonio, Bexar County, Texas, United States
San Antonio, Bexar County, TX, US
Established: 2013 Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees: Experienced licensed agents, account managers, and administrative support The agency offers a one-stop solution for personal and commercial clients, delivering comprehensive coverage across multiple lines and carriers. Its operational model blends personalized service with process automation, driving both retention and efficiency.
$2,820,000Asking Price
$848,497Revenue
-Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
48-Year-Old NYC Accounting Firm with $2.6M Revenue & 60%+ EBITDA Margi
New York, New York, United States
New York, NY, US
Respectfully, absolutely NO SEARCH FUNDS OR INDEPENDENT SPONSORS. Established in 1976, this full-service accounting and advisory firm provides tax preparation, small business accounting, payroll, estate planning, and business formation services to over 1,500 clients nationwide. With a 48-year operating history, the firm combines deep client relationships with strong recurring revenue and scalable operations. It maintains a balanced portfolio of individual and corporate clients (roughly 50/50) and enjoys strong referral-driven growth. The business produced $2.2M revenue and $1.35M EBITDA (61.7% margin) YTD 2025, and is projected to reach $2.6M revenue in FY2025. Operations are lean, digitally enabled, and well-positioned for expansion into advisory and remote client servicing. This represents an ideal succession-ready platform for strategic buyers, CPA networks, or PE-backed consolidators seeking to acquire a high-margin, recession-resistant professional services business with long-term client retention and proven performance.
$8,100,000Asking Price
$2,450,000Revenue
$1,350,000Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
136 active client relationships / TTM Adj EBITDA ~$600K EBITDA
Miami, Florida, United States
Miami, FL, US
Company Overview This business is a boutique, full-service accounting, tax, and advisory firm headquartered in Miami, Florida, with nearly four decades of operating history. Founded in 1988, the firm provides a comprehensive suite of financial services to individuals, small businesses, and corporate clients nationwide. Its reputation has been built on personalized service, technical expertise, responsiveness, and long-standing client relationships that often span multiple generations. The firm offers a diversified service portfolio including individual and corporate tax preparation, bookkeeping, payroll processing, financial reporting, estate planning, financial advisory services, business formation support, and specialized financial consulting. Its integrated service model promotes strong client retention, recurring revenue, and meaningful cross-selling opportunities. Serving a broad client base across business and individual segments, the company has established a resilient revenue profile supported by recurring accounting, payroll, tax compliance, and advisory engagements. Approximately 228 clients utilize multiple service lines, reflecting deep client relationships and strong engagement across the platform. The organization is led by an experienced management team with established operational processes and succession-ready infrastructure. With remote service capabilities and a nationwide client footprint, the business is positioned as a scalable platform capable of supporting future geographic expansion and strategic growth initiatives. Investment Highlights * Established 38-year operating history with strong brand recognition and client loyalty. * Diversified revenue base supported by recurring tax, accounting, payroll, and advisory services. * Balanced mix of corporate and individual clients reduces concentration risk. * Consistent profitability, with gross margins exceeding 55% over the last three fiscal years. * Scalable operating model with nationwide reach and remote service capabilities. * Succession-ready management structure supporting ownership transition opportunities. Key KPIs (TTM April 2026) * Revenue: $1.3M * Gross Profit: $773K * Gross Margin: 59.0% * EBITDA: $294K * EBITDA Margin: 22.4% * Adjusted EBITDA: $601K * Adjusted EBITDA Margin: 45.9% * Corporate Clients: 545 * Individual Clients: 621 * Total Billing Clients: ~1,200 * Multi-Service Clients: 228 * Years in Operation: 38 Years * Founded: 1988 * Headquarters: Miami, FL * Nationwide Client Footprint * Founder Experience: 40+ Years as CPA
$3,005,000Asking Price
$1,300,000Revenue
$601,000Cash Flow
Other Financial Services
Other Service Businesses
Other Financial Services
+1
San Antonio, TX Coaching Franchise - Now Available
San Antonio, Bexar County, Texas, United States
San Antonio, Bexar County, TX, US
This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of this franchise is now available to the San Antonio, Texas area. There will be only one Regional Firm in San Antonio. This regional opportunity won't be available very long! This business model would be ideal as an “Expansion of an Existing Business Through Strategic Acquisition”. It is an opportunity to leverage your existing business relation- ships throughout the San Antonio market with a synergistic "bolt-on business" that could give an existing base of business a significant boost in volume and in profitability. Seize the opportunity! Key Points to Consider: 1. Highly Scalable – Recommendation is to build out the San Antonio area to 165 Certified Business Coaches each capable of generating from $500,000 to $1,000,000 gross annual revenues. 2. Fast ramp-up to Positive Cash flow in 60-days when built per guidance 3. Potential for 9-month ROCE (return on capital employed) when built per Best Practices 4. As a "bolt-on" addition to an existing business, can be run by existing management team from the start 5. Repeatable results and multi-year clients provide consistent growth, performance & cash flow. Why Clients Find the Services Appealing: 1. 17-Week Guarantee: Industry-Exclusive since 2009 – Client perceives no risk 2. Clients gain a 700% return on investment by year 2…this is our Global average. Most offices across Texas have clients averaging 1,300-2,200% return on investment when using our coaching services. 3. Five (5) Main Service Categories Ranging from $125-$18,000/mo – Business Coaching, Business, Education, Tactical & Strategic Planning, Business Valuations and a Suite of Team Assessment Tools – Something for everyone 4. We Multiply Profits and accelerate their pathway to greater success…and take their business to higher levels so that they can live a more extraordinary life NOW! 5. Our offices are in Texas, serving Texas and creating Legacies in Texas. What You Get: 1. Our Proven Framework of 3500 business tools, solutions, strategies, and resources is the most comprehensive in the world. 80-90% of the value comes from this proven framework, which is ever-evolving. This framework is a major distinction…already tested & proven. 32 years of refinement & results and we continue to innovate to be at the cutting edge. We customize the approach for each business using a broad & deep framework. 2. The Business Operating System is installed in the client’s business to multiply profits and achieve sustained scalability and a wealth event when they exit their business. 3. Turnkey programs to serve All Sizes of businesses from micro startups to the Fortune 50 businesses. The programs include business owner coaching, Executive coaching, group coaching, management team development, education & training for all levels in the organization, tactical & strategic planning, business valuations and an employee assessment suite. 4. A complete training program for each of the coaching firm’s team members…lead generation, sales and coaching teams. 5. Local support from the Texas headquarters in Dallas and overall systems support from the Global Office located in the US. Why We Do What We Do: We are uniquely equipped to solve the dual problems of the 90% business failure rate in Texas and 75% of businesses failing to sell while listed with a business broker. Our Mission: 1. 90% of Business Owners Expand their Success and Achieve their Goals & Dreams Across All of Texas! 2. More than 75% of Business Owners Create a Multi-Generational Legacy at Exit…either sell for a Multiple of Earnings to Create a Wealth Event or Achieve a Successful Generational Ownership Transition 3. Be a Key Catalyst in Texas Becoming the #1 GDP in America and Surpassing Germany’s GDP
$714,000Asking Price
-Revenue
-Cash Flow
Accounting & Tax Practices
Other Financial Services
Accounting & Tax Practices
+1
Rio Grande Valley Coaching Franchise Opportunity
Texas, United States
TX, US
This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this franchise is now available to the Rio Grande Valley Region of South Texas. There will be only one Regional Franchise for the RGV area. This region will carry with it an opportunity to purchase the first franchise in Mexico when it becomes available. This opportunity would be ideal as an “Expansion of an Existing Business Through Strategic Acquisition”. Seize this opportunity to leverage your existing business relationships throughout the valley with a synergistic "bolt-on business" that could give an existing base of business a significant boost in volume and in profitability. Key Points to Consider: 1. Highly Scalable – Recommendation is to build out the Rio Grande Valley area with up to 70 Certified Business Coaches with each capable of generating $500,000 to $750,000 each in annual sales volume. 2. Fast ramp-up to Positive Cash flow in 60-days when built per guidance 3. Potential for 9-month ROCE (return on capital employed) when built per Best Practices 4. As a "bolt-on" addition to an existing business, can be run by existing management team from the start 5. Repeatable results and multi-year clients provide consistent growth, performance & cash flow. Why Clients Find the Services Appealing: 1. The business offers a 17-Week Guarantee: Industry-Exclusive since 2009 – Client perceives no risk 2. Clients gain a 700% return on investment by year 2…this is our Global average. Most offices across Texas have clients averaging 1,300-2,200% return on investment when using our coaching services. 3. Five (5) Main Service Categories Ranging from $125-$18,000/mo – Business Coaching, Business, Education, Tactical & Strategic Planning, Business Valuations and a Suite of Team Assessment Tools – Something for everyone 4. We Multiply Profits and accelerate their pathway to greater success…and take their business to higher levels so that they can live a more extraordinary life NOW! 5. Our offices are in Texas, serving Texas and creating Legacies in Texas. What You Get: 1. Our Proven Framework of 3500 business tools, solutions, strategies, and resources is the most comprehensive in the world. 80-90% of the value comes from this proven framework, which is ever-evolving. This framework is a major distinction…already tested & proven. 32 years of refinement & results and we continue to innovate to be at the cutting edge. We customize the approach for each business using a broad & deep framework. 2. The Business Operating System is installed in the client’s business to multiply profits and achieve sustained scalability and a wealth event when they exit their business. 3. Turnkey programs to serve All Sizes of businesses from micro startups to the Fortune 50 businesses. The programs include business owner coaching, Executive coaching, group coaching, management team development, education & training for all levels in the organization, tactical & strategic planning, business valuations and an employee assessment suite. 4. A complete training program for each of the coaching firm’s team members…lead generation, sales and coaching teams. 5. Local support from the Texas headquarters in Dallas and overall systems support from the Global Office located in the US. Why We Do What We Do: We are uniquely equipped to solve the dual problems of the 90% business failure rate in Texas and 75% of businesses failing to sell while listed with a business broker. Our Mission: 1. 90% of Business Owners Expand their Success and Achieve their Goals & Dreams Across All of Texas! 2. More than 75% of Business Owners Create a Multi-Generational Legacy at Exit…either sell for a Multiple of Earnings to Create a Wealth Event or Achieve a Successful Generational Ownership Transition 3. Be a Key Catalyst in Texas Becoming the #1 GDP in America and Surpassing Germany’s GDP
$420,000Asking Price
-Revenue
-Cash 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.
$3,690,000Asking Price
$2,200,000Revenue
$639,000Cash Flow
Insurance Agencies
Insurance Agencies
Add-On / Diversified Insurance Brokerage / ~$10M GWP
Salt Lake City, Utah, United States
Salt Lake City, UT, US
Add-On / Diversified Insurance Brokerage / ~$10M GWP / 4,335 Active Policies / 94% Policy Retention / 41 Licensed Markets Established independent insurance brokerage serving personal, commercial, transportation, high-net-worth, life & health, and specialty insurance markets across 41 licensed markets nationwide. The business operates through a technology-enabled, digital-first model that provides clients with access to a broad network of over 200 carrier relationships, enabling comprehensive market comparison and tailored coverage solutions. The company has built a diversified, recurring-revenue business supported by long-term client relationships, strong renewal rates, and a scalable operating platform. Its national footprint, broad carrier access, automated workflows, and multi-line product capabilities position it as a highly efficient insurance brokerage with significant growth potential. The business serves both individuals and businesses, offering solutions ranging from home, auto, and umbrella coverage to commercial insurance, transportation, high-rise properties, startups, nonprofits, luxury assets, celebrity coverage, bonds, warranties, and other specialty lines. Revenue is generated primarily through recurring commissions on a policy-renewal-driven book of business. Key Performance Indicators (KPIs) * Revenue: Approximately $986,000 * Adjusted EBITDA: Approximately $379,000 * Adjusted EBITDA Margin: 38.5% * Gross Profit Margin: 70.5% * Gross Written Premium (GWP): Approximately $10 million * Active Policies in Force: 4,335 * Active Client Relationships: Approximately 1,450 * Policy Retention Rate: 94% * Client Retention Rate: 98.3% * Renewal Revenue: 80% of total revenue * Average Client Tenure: 11 years * Average Lines per Client: 3 * Multi-Line Client Rate: 62% * Carrier Relationships: 200+ * Licensed Markets: 41 * Organic Book Growth Rate: Approximately 30% CAGR * Annual Organic Client Growth: Approximately 5% * Annual Organic Policy Growth: Approximately 5–8% * Revenue per Producer: Approximately $493,000 * Marketing Spend: Historically $0 paid advertising * Referral-Based Lead Generation: 45% of new business Competitive Advantages * Nationwide licensing and market access across 41 states/markets * Diversified carrier panel with 200+ carrier relationships * Technology-enabled quoting, CRM, and workflow automation * High client retention and recurring commission revenue * Strong cross-selling capabilities across multiple insurance verticals * Scalable, low-overhead operating model with centralized digital infrastructure * Established reputation with multiple industry awards and recognitions
-Asking Price
$986,000Revenue
$379,000Cash Flow
Insurance Agencies
Insurance Agencies
Established Insurance Franchise
West Palm Beach, Palm Beach County, Florida 33401, United States
West Palm Beach, Palm Beach County, FL 33401, US
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.
$1,000,000Asking Price
$574,984Revenue
$252,786Cash 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.