Find out how much of the book leaves with the owner
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
Similar businesses sell at 1.4x to 6.9x SDE. Compare live listings and connect with sellers.
28 results
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
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.
$1,150,000Asking Price
-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!
$250,000Asking Price
$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).
-Asking Price
-Revenue
-Cash Flow
Insurance Agencies
Other Financial Services
Insurance Agencies
+1
Established Allstate Agency – Grossing $900K / Netting $480K
New York, United States
NY, US
Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ? Net Profit: Approx. $480,000/year ? Policy Count: 2,575+ active policies ? Product Mix: 90% P&C | 5% Life | 5% Commercial ? Retention Rate: High client loyalty ? Location: Nassau, NY – Easily accessible and well-established office ? Staff: Experienced 3-person sales/service team, average tenure of 2+ years ? Technology: Fully digitized records, E-Agent management system ? Lease: 5-year lease at $2,900/month with 3% annual increases ? Real Estate: Option to purchase the building where the agency is located ? FFE Included: Furniture, fixtures, and equipment valued at approx. $50,000 This agency offers an exceptional return and solid foundation for continued growth. With strong brand recognition, stable earnings, a seasoned team in place, and real estate optionality, this is a perfect fit for experienced operators or first-time buyers seeking a plug-and-play opportunity in a high-demand region. ? Inquire today to receive the full information package and take the first step toward acquiring this top-performing Allstate agency.
$2,500,000Asking Price
$900,000Revenue
$480,000Cash Flow
Accounting & Tax Practices
Other Financial Services
Accounting & Tax Practices
+1
Well Established East TN Bookkeeping/Tax Prep Practice
Knoxville, Knox County, Tennessee, United States
Knoxville, Knox County, TN, US
This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the practice's loyal clients. The practice is operated out of the home, so most clients provide their information electronically, lending itself to transfer to non-local buyers. Revenue is made up of approximately 75% bookkeeping/payroll (approximately 28 clients) and 25% tax prep (approximately 400 clients). Tax prep is approximately 70% individual returns, 25% Form 1040 Schedule C, and 5% for Forms 1120, 1120S, 1065, 1041 and 990.
$100,000Asking Price
$61,653Revenue
$52,067Cash 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!
$2,250,000Asking Price
$1,925,552Revenue
$562,817Cash Flow
Other Financial Services
Other Online & Technology
Other Financial Services
+1
Fintech for digital and physical payment services and distribution
Confidential
Confidential
Based in Geneva, Switzerland, the company designs, delivers, and operates payment and distribution services for both digital and physical payment methods, including gift cards, Bitcoin cards, and mobile top-ups. With a Swiss banking license and a strong domestic market share, the key growth opportunity lies in expanding into other European countries.
$20,000,000Asking Price
$34,800,000Revenue
$1,002,000Cash 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.