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financial services for Sale
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25 results
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Accounting & Tax Practices
Accounting & Tax Practices
Tech-enabled tax, bookkeeping & compliance for real estate pros
Confidential
Confidential
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.
-Asking Price
$5,113,770Revenue
$2,538,103Cash Flow
Insurance Agencies
Insurance Agencies
Franchise Insurance Agency Dade
Miami, Miami-Dade County, Florida 33161, United States
Miami, Miami-Dade County, FL 33161, US
Established Franchise Auto Insurance agency located in NE Dade. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including Std/Non Std 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. 350k+ Commissions. Purchaser pays for transfer fee. Must have a current 220 license and be planning to work in the existing franchise. This is not a book that can be transferred to another agency (must stay as a franchise)
$400,000Asking Price
$356,371Revenue
$115,315Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
EA Practice South of Portland in Clackamas County, Oregon
Clackamas County, Oregon, United States
Clackamas County, OR, US
This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional services to both individual and business clients throughout Oregon, Washington, and nearby states. With the oversight of a highly experienced Enrolled Agent, the business is recognized for its personalized service and emphasis on building long-term, trust-based client relationships. The practice delivers a broad range of accounting and tax solutions, including tax preparation and planning, general accounting, payroll support, business consulting, and representation before tax authorities.
$1,595,000Asking Price
$1,436,505Revenue
-Cash Flow
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
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
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
Insurance Agencies
Insurance Agencies
Health Insurance Book of Business
Fort Lauderdale, Broward County, Florida, United States
Fort Lauderdale, Broward County, FL, US
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
$350,000Asking Price
$144,000Revenue
$134,000Cash Flow
Market Snapshot
National transaction benchmarks for financial services businesses.
Under $500K
Median revenue$226k
Median cash flow$100k
Median sale price$195k
Multiple range1.5x - 2.5x
$500K to $2M
Median revenue$800k
Median cash flow$308k
Median sale price$950k
Multiple range2.1x - 3.9x
Over $2M
Median revenue$2.40m
Median cash flow$760k
Median sale price$3m
Multiple range3.6x - 6.8x
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.