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Relationships here are personal; ask what retention looked like on any prior transition and weight the price toward recurring clients, not one-time engagements.
financial services for Sale
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25 results
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
$420,000
-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.
$3,690,000
$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
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$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.
$1,000,000
$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
$350,000
$144,000Revenue
$134,000Cash Flow
Insurance Agencies
Insurance Agencies
Established, Profitable, Independent Insurance Agency for Sale
Cook County, Illinois, United States
Cook County, IL, US
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.
$1,150,000
-Revenue
-Cash 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
$350,000
-Revenue
-Cash Flow
Check Cashing
Check Cashing
Profitable Check Cashing Business
Broward County, Florida, United States
Broward County, FL, US
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!
$250,000
$305,000Revenue
$169,418Cash Flow
Other Financial Services
Other Financial Services
Well Established and Profitable Finance Broker
Confidential
Confidential
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).
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-Revenue
-Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
Established Tax, Bookkeeping & Payroll Firm
Cook County, Illinois, United States
Cook County, IL, US
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.
$199,000
-Revenue
-Cash 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.