Buy a Financial Services Business Today!

Financial services businesses are a main part of the U.S. economy, making up over 7% of the gross domestic product and producing over $7 trillion in revenue every year! This sector has a wide variety of different businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types. 

The financial consulting market continues to grow by about 5% annually, delivering over $60 billion in revenue. Private equity funds are going strong, increasing by around 8% even when the stock market has slower gains. There are a wide variety of options in financial services that let business owners cater to their areas of expertise.

 If you’re looking at financial services businesses for sale, it’s not hard to find one that harmonizes with your long-term goals. Whether you have a talent for recognizing talent, or you prefer explaining complex tax forms in simple terms, the financial industry can be a great opportunity for business success.

To get started in the financial services industry, you may need an impressive background that people and businesses can trust. This often requires advance preparation, such as post-grad education and business management experience. Majoring in economics and mathematics is helpful for any financial career. 

Before you buy a financial services business, you should carefully analyze its accounting records to make sure it has a strong market position or valuable potential for growth. Owning an investment company is easier if you have the liquid capital to lend to startups, and prior investment experience is a must.

Financial services businesses for sale

  • https://www.investopedia.com/ask/answers/030315/what-financial-services-sector.asp
  • https://www.thebalancecareers.com/starting-financial-services-career-2059870
  • https://www.investopedia.com/articles/personal-finance/091415/howto-guide-being-venture-capitalist.asp
  • https://www.selectusa.gov/financial-services-industry-united-states
  • https://www.ibisworld.com/industry-statistics/market-size/financial-planning-advice-united-states
  • https://www.forbes.com/sites/antoinedrean/2019/02/01/10-predictions-for-private-equity-in-2019/#7a27bdd65098
Financial Services

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Groundbreaking Nationwide Medicare Insurance Brokerage- $25MProven concepts, large block of business, unique and mature IP
$25,000,000Seller Financing
Groundbreaking Nationwide Medicare Insurance Brokerage- $25MProven concepts, large block of business, unique and mature IP

Austin, TX

Unique opportunity for a serious buyer who wants to make an immediate impact in the Medicare Health Insurance Market. Developed in 2007 by two entrepreneurs 49 years of combined success in this marketplace, this company has broken ground in internet marketing, call center development, online sales and proprietary agency automation software. Guaranteed future income from existing book of business alone is over $14M even after adjusting for historical attrition rates. The company is an online and call center based insurance brokerage focused almost exclusively on Medicare Supplement (Medigap) Insurance products. It is licensed in all 50 states and DC and has deep established relationships with over 25 top rated insurance carriers. The sales process, marketing and advertising assets, know how, abilities and scalability are unmatched. The business processes are mature and mostly automated, the result of many years of focused attention of top business minds who are on top of this industry working with software developers to solve and simplify a million problems. This kind of work, if possible to reproduce, would take many years and a lot of advanced expertise, know how and trial and error over 10 or more long development cycles. The business could benefit from fresh visionary leadership, an expansion of capital investments and an increase in executive bandwidth. It is an ideal acquisition for an insurance company or investor who either wants to expand their reach or improve their processes in the marketplace or someone who is looking to hit the ground running when entering into it. This agency provides a turnkey opportunity. The company generates $1.1M of annual free cash flows, with each year's new sales of approximately $800k generating from $3.2M to $6.2M in long-term revenues through renewals.

Chain of Payday and Title Loan Stores in South Central U.S.
$16,995,000Cash Flow: $3,390,000
Chain of Payday and Title Loan Stores in South Central U.S.

US

Mid-sized Payday and Title loan chain, located in the South Central United States. This consumer lending business, has been a trusted source of cash advances/payday loans, installment loans, title loans, and auto equity loans for many years. By offering neighborhood-based services to those who are underserviced by traditional banks, this business has been able to create a loyal clientele. Friendly customer service, reasonable fees and a safe environment all work hand in hand with a line of popular services to create a great business opportunity. Call David Yezbak at 803-779-2919 or fill out the online request form for more information.

ATM Business for Sale $11M
$11,000,000
ATM Business for Sale $11M

Columbus, OH

The Owners of the business are seeking a strategic sale to a party who will align with the current strengths of the team in place and advantage of growth opportunities in the market The business being sold currently operates approximately 670 ATMs, most of which are company-owned ATMs A sale transaction would include all of the ATM portfolio assets and related business operations, including the transfer of customer contracts and ATM hardware, parts inventories, certain vehicles and the assumption of a lease, if desired In addition, current employees of the business would be available to join a new owner if desired 2.6M EBITDA for 2018 and projecting ~3M for 2019 Please email or call us for more information and the NDA can be found here jeff@atmbrokerage.com

Niche Financial Services in 25 States - With High Asset Value!
$10,000,000Cash Flow: $1,621,851
Niche Financial Services in 25 States - With High Asset Value!

Los Angeles, CA

This small 16 year old firm, which operates in 25 states, is the undisputed national leader in its highly niche area of the financial services market (broadly speaking – as it does not engage in traditional financial service related activities). The company relies on its private investigation licensing, data collection and data management abilities, and in-house 18 person print, direct mail and customer service staff to facilitate client’s financial settlements. It is not a debt collection or debt settlement company or legal service; in fact, is quite the opposite. It could best be described as a ‘feel good’ service whose 400,000 plus past clients welcome its unique value proposition. In fact, those who do not qualify to become clients wish they did, as the company is only paid on a performance basis!

Established Credit Repair Company/Crypto Currency Assets7 Figure Credit Repair Company & 8 Figure Crypto Currency Co 4 Sale
$9,500,000Cash Flow: $900,000
Established Credit Repair Company/Crypto Currency Assets7 Figure Credit Repair Company & 8 Figure Crypto Currency Co 4 Sale

Katy, TX

We are a 70% net profit credit repair company with 473 credit agents nation wide and we add to our team weekly. We built and sold our 1st credit repair company back in 2003 for $2.5 million and then started another credit repair company and have built it to where it is today. We have a current client base of over 1545 active, paying credit repair clients ranging from $25/mo - $149/mo. We have affiliate partnerships built that have a side income of around $2500-$3500/mo residual income every month. We have 473 credit agents nationwide and a database of another 1500 potential agents that we have not had the time to contact. All agents are on a 1099. We have a database of close to 6000 credit repair leads that we haven't even contacted at a value of $30,000 just for the leads @ $5 each, with a potential of $50k/mo residual income calculating on a 15% close rate on those leads. We have our own digital asset w/ a partnership with Your Active World. We are the 3rd largest token holder within the company and that asset will come with the sale. Our digital assets are valued at $25 million, so we are offering our crypto currency and company at a fraction of retail. Please refrain from asking us why we are selling. We have put a lot of hard work into this company and invested in our digital asset and we are now looking to retire, do some charity work with local law enforcement, and travel a little bit. All inquiries will be screened. Unfortunately, we will not divulge any of our financials to random parties, even with a NDA. We went through this last time and it was a lot of wasted time. You must provide to us that you have the funds to purchase our company and our digital asset. Verification of our digital asset will be granted as that is public information on Etherscan by our smart contract address. Our token is an ERC-20 token on the Ethereum platform with a 39,472,000 supply. If you don't have the energy to run a credit repair company and are more interested in the crypto platform, then that is obviously a direction you may take and we will help you with that. We may entertain several investors and entertain a partial buy out with us keeping control of the company and continuing to grow the business, but we obviously prefer to sell outright since our end goal is to retire. We may also entertain partial sales of our digital asset in blocks of 10,000 @ $25,000. If we go that route, we will only block off 500,000 tokens.

Downtown Honolulu, HI CPA Practice for Sale
$8,600,000
Downtown Honolulu, HI CPA Practice for Sale

Honolulu, HI

This well-established, reputable CPA practice for sale is located in Honolulu, HI produces annual gross revenue of approximately $781,000. It caters to a high-quality client base composed predominately of small to medium size businesses and loyal individuals, which should offer plenty of opportunities for expansion of services. Approximately, 85% of the total revenue is derived from businesses and the overall income is desirably mixed between accounting/write-up services for monthly retainer clients (69%), tax work (26%), and miscellaneous audit/review work (5%) to generate steady, dependable year-round income. There is a strong fee structure in place that yields excellent cash flow to owner of nearly 60% of gross. This turn-key practice is an exceptional opportunity for a seasoned CPA ready to step into an established, profitable practice primed for growth and complete with a tenured and knowledgeable staff in place to assist and provide for a smooth transition. It would also be a nice, profitable addition for an established firm looking to expand in this desirable market area

Mortgage Company – AVG. EBITDA of 3MM+ #299
$7,200,000
Mortgage Company – AVG. EBITDA of 3MM+ #299

Saint Louis, MO

This mortgage banking company has positioned its self as an industry leader in the home loan process. The business is currently performing over 800 loans annually, on a regional basis. Historical focuses have been and remain on the purchase mortgage sector. Multiple certifications allow the company to produce within most product classifications. The management, ownership, and loan officer teams are best-in-class and desire continuity under new management. Potential growth opportunities are national expansion, servicing loans, and branch banking. TERMS AVAILABLE for the right buyer. For more information, please call Ben Strake at 636.667.9409, or info@premierbb.com.

4Crowdfunding Platform with 30,000 Companies - $1M/Mo Revenue PotentialCompany has 10+ years of operating history and 5 granted U.S. patents
$6,800,000
Crowdfunding Platform with 30,000 Companies - $1M/Mo Revenue PotentialCompany has 10+ years of operating history and 5 granted U.S. patents

Austin, TX

Company maintains one of the largest crowdfunding platforms with 400,000 web visitors per year, 50,000 accredited investors, and 30,000 listed companies seeking over $2 billion in investment capital. Company also owns 5 industry patents cited by many Fortune 500 companies, 2 million business benchmarking statistics, and advanced software systems for business profiling, business planning and analysis, and a complete marketplace network construct. This crowdfunding platform currently generates subscription-based revenue while a majority of the industry has shifted to much higher commission-based revenue as now allowed under new regulations. By likewise shifting this platform to commission-based revenue, it could generate $1 million per month in commissions within 1-2 years. These revenue levels are based on a 7-8% commission rate of investment transaction volume that is already occurring via the platform. The buyer of this platform could achieve a substantial return of 5-10X based on the above noted revenue expansion and valuation comparables in the industry. The larger commission-based platforms in this industry typically achieve valuations of over $50 million. Here is an example of a recent platform acquisition: www.bloomberg.com/news/articles/2018-10-05/circle-to-buy-seedinvest-to-help-startups-raise-cash-with-crypto

24 Year Old Mortgage Brokerage
$6,500,000Cash Flow: $1,598,322
24 Year Old Mortgage Brokerage

Palm Beach County, FL

Successful firm employing Licensed Loan Officers and funding over quarter of a billion dollars in loans annually. Currently expanding office floor space to accommodate their growing market share. Licensed Mortgage lender in multiple states. Please refer to listing number 0101-392574 and advisor John Talio when inquiring.

Insurance Auditing Service
$5,950,000Cash Flow: $1,200,000
Insurance Auditing Service

US

The company. provides quality Premium, Virtual, Telephone, and :Physical Audit Services to the insurance industry, The firm has grown to meet customer demand for high value, fairly priced auditing services. Staff includes professionals in various service areas with the ability to perform physical audits onsite, as well as, full-time and part-time auditors conducting phone audits.

High Growth Debt Settlement Company With Amazing Margins
$5,500,000Cash Flow: $1,654,988Seller Financing
High Growth Debt Settlement Company With Amazing Margins

New York County, NY

Debt settlement business in niche market. This business provides professional and personalized plans to help reduce and eliminate clients unsecured debt. With massive year over year expansion and a full team in place this business is positioned for a smooth transition and continued growth.

Niche Financial Services-28279
$5,200,000Cash Flow: $1,897,443Seller Financing
Niche Financial Services-28279

NY

Regional Check Cashing Service. TRULY UNIQUE BUSINESS. Long established, this business handled nearly $200,000,000.00 in gross services last year. Cash flow was approx. $1,897,443.00 after paying all management and staff salaries. THESE FIGURES COME DIRECTLY FROM THE TAX RETURNS. This is ideal for an institutional investor or private equity group The business has not needed any bank borrowing since 1992 as they have enough revenue to self-sustain. They handle small private clients as well as large corporate accounts. They have enough working capital to cover large accounts that most of their competitors cannot. The current owners spend less than 20 hrs/wk operating the business. The owners will stay on for a training and transition period. We are seeking a serious and qualified buyer with roughly $5.7mil. in liquid funds to cover the $3.2 mil downpayment and roughly $2.5 mil in working capital. Proof of Funds, Buyer Registration and Seller's NDA will be requested prior to releasing the physical addresses, tax returns or meeting with the owners. If you meet the criteria, please call 1-877-735-5224. Attention Business Owners: We are always in search of quality businesses to list, so if you are thinking of selling your business or would like to acquire another business, please email us at listingmanager@vestedbb.com or call us at 1-877-735-5224 to discover the difference that is Vested Business Brokers.

State Chartered Northwest Iowa Financial Institution
$5,000,000
State Chartered Northwest Iowa Financial Institution

IA

THE LAST OF A GROUP OF STATE CHARTERED IOWA FINANCIAL INSTITUTIONS FOR SALE. OFFERED AT $10.5 MILLION WITH ASSETS OF $75 MILLION. SERIOUS BUYERS ONLY. WILL NOT LAST LONG ON THE MARKET AS PREVIOUS INSTITUTIONS HAVE SHOWN. ONLY QUALIFIED BUYERS ONLY NEED APPLY. CONTACT KEN LIVINGSTON, 712-269-5276

$11,000,000 Multi-Location Insurance Agency for saleAsking $4,999,999 - Negotiable
$4,999,999Cash Flow: $628,000
$11,000,000 Multi-Location Insurance Agency for saleAsking $4,999,999 - Negotiable

Nueces County, TX

Founded in 2005 as a scratch agency, this business has grown to a large full service insurance agency with over $11,000,000 in annual premium. Multiple appointments with P&C carriers as well as Life, Health and Employee Benefits carriers. Gross revenues are $1,333,000 with EBITDA at appx $850,000. That's 3.75X Commissions or 6X EBITDA. Include the buyers new Debt Service and it's $150,000 positive on day one! Commissions Breakdown: Allstate Book - $700,000, TX Windstorm - $576,000, All other markets - $57,000. Owned building: Complete certified metal re-roof in 2016, Hardi-Plank Siding and Hurricane Windows in 2019. Solid Retention rates of 89% for Auto and 91.59% on Homeowners. Total P&C Retention is 88.04% Low Loss Ratio at 32.96%.

Ind. Insurance Provider with over 40 Year History
$4,750,000Cash Flow: $796,052
Ind. Insurance Provider with over 40 Year History

Houston, TX

An excellent opportunity for a strategic, this insurance company has been providing Agent Support across unique occupational offerings for over 40 years. Founded on the principals of bringing a variety of insurance services, products and programs together under one roof, they provide the best service to independent agents, including contracting, market comps, presentation support, back office support, enrollment services and more. Offering top commissions and sales training, not to mention product expertise, certifications and videos, they offer everything needed for full agent support. Profitable and reputable. SDE of just under $800k in 2018, which includes owner salary of approx. $255k.

Online Commercial Lending Marketplace-Revenue 4.5mm
$4,500,000Cash Flow: $901,110Seller Financing
Online Commercial Lending Marketplace-Revenue 4.5mm

Baltimore County, MD

This business helps entrepreneurs in need of capital find lenders nationwide. This company is not a direct lender and only matches borrowers with lenders by providing a variety of lending products. Note: Prospective acquirers will be required to provide a personal financial statement, show proof of funds, sign a non-disclosure agreement and provide a resume to prove capacity to operate this company prior to being disclosed any information.

Well known CPA Firm for sale
$3,650,000Cash Flow: $1,222,221
Well known CPA Firm for sale

Kansas City, MO

For Sale: A Well known CPA Firm located in the Kansas City Metro area. They have a great cash flow, solid relationships, and a loyal client base. They have established themselves as trusted advisors from the start, by diversifying their services that support clients throughout their lifecycle. They have positioned themselves as long-term partners, elevating themselves to provide strategic thought and vision. The firm places a heavy emphasis on niche markets and has a reputation for identifying exactly what unique needs customers have in specific industries. They specialize in several industries and offer the following services: Traditional Tax Services Accounting and Auditing Services Business Consulting Business Valuation Litigation Support Services Forensic Accounting Bank Financing Succession Planning Family Transition Planning If you are an investor looking for a CPA Firm that is positioned for growth, has a well-trained support staff, with multiple long term CPA's and the customer base to prove it then this is the one for you. For more information, please contact Scott Swim or send an email.

P&C Insurance AgencyINSURANCE AGENCY - UNDER CONTRACT
$3,500,000
P&C Insurance AgencyINSURANCE AGENCY - UNDER CONTRACT

FL

$1.3m book of business - P&C, independent - $3.5m firm - no brokers

Small State Bank for SaleGreat business for sale
$3,500,000
Small State Bank for SaleGreat business for sale

IL

State bank for sale under $3.5 M. Very Small bank for sale under $3.5 purchase price. Bank is one smallest bank in USA. Bank is clean and without problems. Management in place. Reasons for selling- Owners getting retired. Equity capital- approx. $1.5M Assets- $15M Management- Management in place, Proof of funds required, and only Principals need to contact.

Texas Allstate Agency, $10.3M Book of Business
$3,500,000Cash Flow: $604,369
Texas Allstate Agency, $10.3M Book of Business

TX

RECENT PRICE REDUCTION!! This well-established Allstate Agency has been in operation for over 25 years and is located in the Texas Region. This is a $10.3M book of business and operated out of two locations which are within 20 miles of each other. The Agency is operated by one Principal and a total of eight full-time established employees. The Agency has been very stable with 89% retention. Gross Commissions are $1.1 million. For more information, please contact Wendy at 520-881-7211.

San Diego P/C indpt brokerage 95% commercial. $905K Rev.San Diego P&C independent insurance brokerage for sale
$3,200,000Cash Flow: $404,000
San Diego P/C indpt brokerage 95% commercial. $905K Rev.San Diego P&C independent insurance brokerage for sale

San Diego, CA

Rare, once in a quarter century, unique and extraordinary strategic acquisition opportunity to acquire a full service property and casualty independent insurance brokerage in one of the most beautiful, desirable and affluent cities in the United States. Annual Seller’s Discretionary Cash Flow margin is a strong and consistent 45% and the brokerage operates smoothly and highly profitably when the owner is away on vacation and operates perfectly well during the owner’s regular extended golf trips. The acquirer of this brokerage can be as much or as little involved in day to day operations as they so desire. This brokerage is being sold by the very owner who founded the brokerage nearly 26 years ago. California Agency is a full service property and casualty independent insurance agency founded in 1993. Agency is being sold because the founder and president is retiring. Agency has four employees; three customer service reps and one bookkeeper. All are licensed and have been with the Agency for 3-12 years. Agency has 960 total clients with 2,868 total policies; with an overall retention rate of 94%. The Agency policies are 95% commercial and 5% personal. Year 2018 had 2,637 renewal policies and 231 new business policies. Agency works with over 100 carriers. Top rated carriers include Hartford, Liberty Mutual, Nationwide, CNA, SCIF, Falls Lake, Travelers, Allied and Mercury, among many others. Top product lines include workers' compensation, package policies and auto. Agency has tremendous growth potential via cross-selling as many clients are one policy clients and at least half of all policies can be cross-sold. Agency is also realizing strong current growth adding 231 new business policies during 2018. Agency is appointed in California only and thus serves only the California market. Agency management system is Instar. Seller leases office space from himself at a market rate so a long-term lease is available. The seller is also willing to sell the building with the Agency, if buyer is so interested. Total annual written premium for 2018 was $7,000,000 Annual commission revenue for 2018 was $905,000 Adjusted EBITDA $404,000 Asking price $3,200,000 Step one is to email me using the email address below and I will promptly reply with an NDA for you to sign and return. Please do not call first as a discussion is not going to happen until the NDA is signed and returned to me. Once the NDA is signed and returned to me, I will then provide you with all information necessary for you to properly evaluate this buying opportunity. If you contact my client directly without my prior knowledge and written consent, I will remove you from this buying opportunity process. All inquiries and requests for information must be directed solely to me; until such time that is it pre-arranged and appropriate for a phone and/or in person meeting with my client. Please be certain that your email has a complete signature line that includes your full name, title, company name, business mailing address, email address and phone numbers; because in order to do business with you, I need to know with whom I am dealing. I strongly prefer to work directly with actual buyers only. If you are a business broker, M&A professional or a transaction intermediary, then you need to have a signed agreement with your buy-side client that states that your compensation will come from your buy-side client as I do not engage in commission sharing under any circumstances. Thank you. Sean H. Hayes, CVA Expert Insurance Agency Appraiser M&A Transaction Advisor 225 N. Columbus Dr., Suite 4301 Chicago, IL 60601

Auditing Firm
$3,200,000Cash Flow: $950,161
Auditing Firm

UT

Auditing firm that was founded almost 30 years ago. The current owners purchased the business a few years ago and have continued to improve the business. Since inception the business has performed services for hundreds of companies and municipalities, both public and private within the State of Utah and throughout the United States. They have served more public entities in Utah than any other business in their industry and have saved and recovered millions of dollars for their clients, including cities, counties, school districts, manufacturers etc... Office ID: ABB19022 Contact us via email at: sales@alpinebusinessbrokers.com or visit www.AlpineBusinessBrokers.com for more Utah businesses for sale. Real estate transactions brokered by Alpine Business Brokers, LLC

Software as a service in financial industry
$3,000,000
Software as a service in financial industry

Ontario, NY

Software as a service company - recurring revenue currently from individual customers moving to enterprise customers - growth company looking for a financial partner to realize growth

2.8M Real Estate 7-Eleven AS Tenant & Your Own Laundry Check Cashing
$2,800,000
2.8M Real Estate 7-Eleven AS Tenant & Your Own Laundry Check Cashing

Ontario, CA

INVESTOR | BUSINESS OWNER Perfect For Absentee Owner Own Your Retail Center Tenant | 7-ELEVEN Rating AA - Tenant | YOUR Laundry & Check Cashing Business 2017 RENTAL INCOME $150,000 - Tenants | 7-Eleven Base Rent & Coin Laundry & Check Cashing = $132,00 Yearly - Tenants | NNN = $18,000/yr Approximately 2017 LAUNDRY CHECK CASHING INCOME Approximately $140,000 yearly 4,400 Sq Ft | 16,000 Sq Ft Corner Lot | 19 Parking Spots ABSENTEE OWNER Seller requires a signed NDA prior to providing address and or additional information. You can download the Buyer Profile and NDA PDF embedded in the ad in the Attached Documents, email it back to jtranbroker@gmail.com or fax 213 286 0706

Check Cashing And Financial ServicesONE MILLION YEARLY NET!!!
$2,800,000Seller Financing
Check Cashing And Financial ServicesONE MILLION YEARLY NET!!!

West Dade, FL

Established excellent Check Cashing Firm with over 10 years and 5 central offices in Dade and Broward grossing $70 millions is gross revenues. Excellent net. Owner will stay with buyers to train minimum 6 months. All financials are in place as required by federal regulations and are available with proper non disclosure agreement completed. a proof of fund will be required.

Booming King County Audit & Tax Practice
$2,750,000Seller Financing
Booming King County Audit & Tax Practice

Seattle, WA

Private Practice Transitions is assisting a client, located in King County, with the sale of a lucrative audit and tax firm. The historical practice breakdown by revenue is 67% Audit, 30% Tax, and 3% Consulting. In 2018, the Practice brought in over $2,000,000 in gross receipts, and had Seller’s Discretionary Earnings (SDE) of over $860,000. The Practice has experienced 8% growth the last two (2) years and is poised for continued growth under new ownership! The Practice is completely turn-key, has over 430 active clients, and employs 15 staff. Email “Listing #1070 – Booming King County Audit & Tax Practice” to info@privatepracticetransitions.com or call 253.509.9224.

Portable Commercial Insurance Book 60% ConstructionPortable Commercial Insurance Book 60% Construction
$2,700,000Cash Flow: $540,000Seller Financing
Portable Commercial Insurance Book 60% ConstructionPortable Commercial Insurance Book 60% Construction

Redondo Beach, CA

Large book of commercial accounts, ~600 clients split (40% WC / 40% GL / 20% Commercial Auto & the rest – no benefits). Has a direct State Fund Appointment, and acquirers with a direct appointment would likely have an easier go of it. Clients are spread across California – 80%, other states include NV, AZ, (TX & OR have a handful of accounts). Immense range of trades spanning construction, transportation, manufacturing, small businesses across the spectrum. Seller is a 30 year industry veteran with a vast network of insurance carrier relationships. Seller is looking to stay with the business for a year or two and team up with a well capitalized Buyer that can provide the infrastructure to service the existing book plus expand the revenue and client base using his extensive sales training background. NDA required for release of detailed CIM.

Bookkeeping & Accounting Services Business
$2,600,000Cash Flow: $753,327
Bookkeeping & Accounting Services Business

CA

This is a very rare opportunity to acquire a bookkeeping and accounting business. A CPA license is NOT required to own and operate it since they do not do any income tax work. The revenue is nearly all recurring and the compound annual growth rate has been nearly 20% for the past 4 years. The growth rate has accelerated to 34% in 2018. The trailing-twelve-month revenue ending April 2019 is nearly $2.4 million. Owner earnings for the same period exceed $750,000. Revenue in 2018 is above $2.1 million which is up from under $1.6 million in 2017. 2019 is poised to be a record year for revenue and profit. The right buyer is a professional or company that has a strong background in bookkeeping and/or corporate accounting. The company manages books for businesses in a variety of industries including law firms, real estate, apparel, health and fitness, software and many other industries. The revenue is well distributed amongst its client base. No single customer exceeds 6.5% of its revenue. This is a recession-resistant business for a qualified buyer. Although the customer base is primarily in California, it can eventually be relocated. This is a highly confidential matter. No information will be provided without a signed confidentiality agreement and a completed financial profile demonstrating the financial wherewithal to consummate a transaction. If there is interest, please contact Bob Grewal at bob@seapointadvisors.com for a confidentiality agreement and profile form.

High Net Portable Construction-Heavy Commercial AgencyHigh Net Portable Construction-Heavy Commercial Agency
$2,600,000Cash Flow: $535,363Seller Financing
High Net Portable Construction-Heavy Commercial AgencyHigh Net Portable Construction-Heavy Commercial Agency

Whittier, CA

Business Description: Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: http://www.pronovapartners.com/engagement/high-net-portable-construction-heavy-commercial-agency/ Large, portable, construction-heavy book of commercial business is the result of six strategic acquisitions over eight years now offered as a collective opportunity for an established agency to cross-sell its way to long term profitability or fast-track a new agency’s launch. Since 2012, the company has specialized in construction-trade coverage and successfully grown into a robust and certifiable big book of business. Clients come from a broad geographical area and an immense range of trades seeking Worker’s Comp, general business liability and basic E&O coverage. The complexities of commercial mean that strong relationships are needed to for retention and to ward off internet shoppers. All files are loaded into AMS 360 for easy post-closing transition. A purchase will also include six active domains, some of which are generating inbound leads daily, plus all toll-free phone numbers that ring with new and recurring business. NDA is required for release of 25 page comprehensive Confidential Information Memorandum crafted by ProNova Partners.

Lower Central AB Multi-Location CPA Practice Two Hrs From City
$2,600,000
Lower Central AB Multi-Location CPA Practice Two Hrs From City

Lower Central Alberta, AB

•Very well balanced growing CPA practice with revenues as follows: Compilation and bookkeeping (19%); T1 (15%); T2 (32%); Audit and reviews (32%); Succession planning & Agristability (5%) •Owner is a CPA, CA •Practice consists of one main location which houses most of the staff members, a secondary location with one full-time employee plus three satellite locations to meet local clients. These satellite locations are only staffed as necessary. • Excellent cash flow to owner at 35% • Included in the asking price is approximately $200,000 of furniture and equipment and updated newer computer hardware and software •The ideal buyer will be an existing accounting practice or 2 to 3 designated professionals establishing a practice together. The buyer will have previous audit experience working with municipal clients as well as non-profit clients. As the firm has a large number of farm and ranch clients previous agricultural experience would be a benefit as well as a strong tax background. •Outgoing partners will be available for an orderly transition in order to ensure a successful transition to the new owner.

Small bank for Sale for $2,500,000Great business for sale
$2,500,000
Small bank for Sale for $2,500,000Great business for sale

IL

State bank for sale under $2.5 M. Very Small bank for sale under $2.5 purchase price. Bank is one smallest bank in USA. Bank is clean and without problems. Management in place. Reasons for selling- Owners getting retired. Assets- $29 M Management- Management in place, Proof of funds required, and only Principals need to contact.

10 Store Check Cashing Chain
$2,500,000Seller Financing
10 Store Check Cashing Chain

Philadelphia, PA

Sellers highly attractive business consisting of 10 Financial Service Centers located throughout Philadelphia, Bucks County and DelCo are now available for sale. These well known and established locations have been opened for years (est 1993) and have great visibility and generate strong foot traffic and revenues. Seller is a licensed money transmitter in PA and NJ, who is engaged in a money order business which will be included in this sale. Additionally, Seller's currency delivery company will be included with this sale as well, with over 20 active clients and 3 armored vehicles. Seller financing is available to qualified and serious buyers only.

Successfull International Business Consulting and Accounting CompanyWell established Business Consulting and Accounting Company
$2,490,000
Successfull International Business Consulting and Accounting CompanyWell established Business Consulting and Accounting Company

Hallandale, FL

This is an established International Business Consulting and Accounting Company specializing in assisting international entrepreneurs succeed in United States. The Company has a great reputation and has been one of the leaders in its segment for the last 15 years, owning a stable client portfolio of about 300 clients for a wide variety of services such as:Market Research, Business Plan, Planning, Company Formation in U.S, Europe or Offshore, Virtual Office and Mail Box, Accounting, Online Presence, Trademark Logistics, Assistance in obtaining a U.S. Visa. All the services mentioned above are provided in house. Some services provided by local affiliates are: Assistance in obtaining U.S. Visa The Business is located in South Florida and in addition has a focal point in São Paulo, Brazil in order to assist the clientele (most Brazilians). This Business is eligible for E2 or EB5 visas.

500K Owner Cashflow Medical Billing Texas, Move quick!
$2,400,000Cash Flow: $500,000Seller Financing
500K Owner Cashflow Medical Billing Texas, Move quick!

TX

15 year old billing company located in Texas. Single owner looking to retire. She is willing to stay on for transition or possibly beyond . Great clients and pipeline. Lost a major client last year was doing 3.5 mil now on target 2018 to do 2.5mil. SDE500k. Perfect for rollup or platform for private equity. Minimum 1.2 liquid cash to view company. 1. General Overview of customer base: Internal Medicine, Family Medicine, Pediatrics, Cardiology, Nephrology, Gastroenterology, Wound Care, Hospitalists Software 1. Please list the name of the system, vendor, and describe the terms of use for software: Open Practice Solutions 2. Do you own or lease the hardware: Lease 3. Age of the hardware: Cloud Based 4. Who maintains the system and hardware: Open Practice Solutions Medical Billing Software 1. What is the total number of medical insurance claims processed per month: 2. Do you submit your medical insurance claims electronically: Yes 3. What percentage of total claims do you submit electronically: 95% 4. Do you receive Electronic Remittance Advice: Yes 5. What percentage of total payments do you receive electronically: 95% 6. Can your medical billing software update payments and process secondary claims automatically: Yes – majority 7. Does your medical billing software include standard practice management software features, such as patient scheduling – yes; visit documentation – no; and patient relationship management – yes; and patient education - no 8. Is your medical billing software ONC-certified: no 9. Can it handle ICD-10: yes 10. Can it handle both CMS-1500 and UB-04 forms: yes 11. Does your software include claims scrubbing: yes 12. Does it support claims processing workflow management: yes 13. Does your medical billing software include inter-office and intra-office teamwork management: yes 14. What are 3rd party software components integrated with your medical billing software: clearinghouse = Etactics; offers worker’s comp module; offers automated patient appointment reminders

Established Tax Franchise
$2,400,000Seller Financing
Established Tax Franchise

Richmond, VA

Well established tax franchise with multiple VA offices. Practice operates with proprietary software and seasonal staff. Business has a substantial net. Some offices may have assumable leases and most offices are location sensitive. The Seller will provide a smooth transition and may consider a part time consulting role after the sale. Substantial down payment required. Remaining balance to be paid over 3 –5 years @ prime plus two. 5 –10 year financing at competitive rates available to qualified buyers with good credit history and NO prior bankruptcies.

81979-CW Multi-unit Tax Franchises in Virginia!Multi-unit Tax Franchises in Virginia!
$2,300,000Cash Flow: $590,000
81979-CW Multi-unit Tax Franchises in Virginia!Multi-unit Tax Franchises in Virginia!

VA

Motivated seller: This existing business consists of multiple territories with 22+ tax preparation franchise locations under current ownership for the past two decades. These locations consist of multiple storefronts and kiosks in major retail chain stores. This semi-absentee owner business is operated by an experienced manager with 10 plus years of continued service to the company. Manager handles the overall daily operation with support from small staff that has extensive experience in tax preparation business. The management team handles marketing, managing, and operating all stores and kiosks. The business hires 100+ part time employees, tax prepares and support staff during busy season. *SBA Pre-approved!

Allstate Agency 22 years in the community
$2,109,000
Allstate Agency 22 years in the community

Jackson, MI

This Allstate agency has a a strong relationship with the community in Jackson, MI. The agency has high visibility in the community. The agency has maintained a customer retention of 80%. After 22 years in the community, the agency portfolio holds approximately $7.4MM in earned premium. The agency is located on a heavy trafficked area and the agency provides a welcoming environment for customers. Allstate is unlike many other insurance opportunities in that you own an economic interest in your agency from day one. You can pass it down to the next generation or you can sell it back to Allstate (buyback is guaranteed at 1.5 times the renewal commission value of the book at 5-year vesting). There is no ceiling on the amount you can earn through Allstate's highly competitive commissions. You can also earn performance incentives and rewards. You won’t pay franchise or royalty fees as Allstate would prefer you use those funds to grow your business in areas that you feel will make the best impact. And better still, you can make a difference as an Allstate Agency Owner in your community by helping people protect what matters most.

CPA Tax Practice
$2,080,000Cash Flow: $1,100,000
CPA Tax Practice

Denver, CO

A well established CPA tax practice grossing $ 1,600,000 and busy year round. Two partners are seeking to transfer ownership in a two step transfer. 1st partner next July 1st and the 2nd partner will transfer a portion of his clients with the sale of first partner. The anticipated first tranche will be $ 1,100,000 in annual revenue for sale price of 1.3 times gross revenue or $ 1,400,000. The anticipated second tranche will be $ 500,000 in annual revenue for sale price of 1.3 times gross revenue or $ 650,000. The buyer will obtain a right of first refusal of the second tranche and an office sharing arrangement would be written at the time of sale of first partner as to 2nd partner sharing in occupany costs. Both partners want to continue working over a five year basis with billable hours decreasing apx 20% with each year. There is possibility that an agreement may be written after October 15 with closing in December. If closing is agreed upon in writing for July 1st then an employment contract may commence November 1st to allow the new owner(s) to work alongside the selling partner.

Finance company for sale
$2,000,000Seller Financing
Finance company for sale

US

PRIVATE FINANCE COMPANY. Long established. Making loans for 2-3 year periods, against 1st mortgages only. Loans limited $100M to $1 Million. Income rate is 12% interest + 3 points upfront. All payments are monthly, with heavy penalty for late payments (another big revenue).

Capital RaisingFunding Brokerage Firm for sale
$2,000,000Cash Flow: $20,000,000Seller Financing
Capital RaisingFunding Brokerage Firm for sale

Fort Washington, MD

For several years we have helped existing and new business owners with millions of dollars in funding. Our funding capacity per transaction is Max .USD$ 500m. This will be a long term unsecured loan, suitable for business acquisitions, project financing and individual loans. We cover all sectors with no restrictions. Major areas of interest include mining, real estate, telecommunications,mega constructions. Should you have any project that requires (urgent) funding for long or short term purposes, kindly get in touch. The new owner will benefit from a large database of financiers making source of funding readily available. New owner benefits from a pool of financiers capable of funding projects to the tune of $900 M USD. Please get in touch for further discussions.

Professional Sevices Company for Business
$2,000,000Cash Flow: $458,303
Professional Sevices Company for Business

Raleigh, NC

A fast-growing, highly diversified and lucrative Professional services Company that serves a wide range of clients in virtually every industry. They have helped 100's of clients, ranging from educational institutions, religious organizations, large privately held companies, nonprofits etc. Clients range from smaller companies to firms with annual revenues north of $1 billion. Bank financing available for qualified buyers. KEY FEATURES: • Recurring Revenue. • Holistic View- Majority of their competitors in this sector focus on one or two areas, this client covers the entire organization A-Z in searching for opportunities to help their clients. • Corporate Outsourcing - The drive for greater efficiency through outsourcing corporate functions will continue to put more work in the hands of professional firms. • Very seasoned staff, with many former corporate executives at large, Fortune 500 companies. • 95% of their clients come from referrals. Approximately 35% of sales is repeat. For more information call Jim Kniffen at Gulfstream Mergers & Acquisitions (704) 892-5151.

Large Operating NYC Real Estate Brokerage for saleLarge Real Estate Office in heart of NYC for sale
$2,000,000Cash Flow: $420,000
Large Operating NYC Real Estate Brokerage for saleLarge Real Estate Office in heart of NYC for sale

New York, NY

Successful real estate office with 320+ agents. One of if not the fastest growing real estate office in NYC history Multiple awards won within the past 2 years ( Fastest growing office in NYC, top 100 business in NYC for 2018, Top entrepreneur 2018,) Written about in the "New York Post" on Three Different Occasions about our huge success Profitable within its Fist year

Cloud-based CPA firm for sale in Washington, DC
$1,950,000
Cloud-based CPA firm for sale in Washington, DC

Washington, DC

Washington, DC Cloud-Based CPA practice for sale that is growing rapidly. This online accounting practice has a heavy niche focus. Due to the strong foothold in this space, continued strong growth is expected. Firm has grown to a projected $1.75 million in revenue and counting. This is not a traditional firm. This is a modern “Fintech” type of accounting practice. The firm enjoys a reputation for being innovative, responsive, and for providing great service. There is a team of tech savvy professionals to service clients. Ideally, the successful buyer will be a well-rounded business leader with the skills, temperament, and financial capital required to manage a high-growth business. The ideal buyer will also be forward-thinking, open-minded, and enthusiastic about running a very different kind of accounting practice. Both clients and employees expect a different experience than a traditional firm. The buyer will be, or will become, knowledgeable on online businesses, entrepreneurs and technology. Buyer should have very good general business, tax and financial knowledge.

Independent Car Dealership
$1,950,000Cash Flow: $548,804Seller Financing
Independent Car Dealership

Kihei, HI

Turn-key independent car dealer that both sells and finances the vehicles they sell. There is also an onsite mechanic. The Seller has built a unique business with a customer-centric philosophy. The purchase includes the inventory, the loan portfolio, and the lease on the large lot and building.

Independent Automotive Dealership and In-House FinancingHuge cash flow in this nearly absentee business
$1,950,000Cash Flow: $591,632Seller Financing
Independent Automotive Dealership and In-House FinancingHuge cash flow in this nearly absentee business

Virginia Beach, VA

This near luxury used car dealership has been successfully operating since 2007 with continuously growing profits on a continuous basis. The separated finance company was founded in 2001 to support a dealership that was opened in 1999 with the seller and his brother. When his brother desired to exit the business to get into real estate development, they sold the dealership and retained the finance company. Missing the tremendous profits inherent in running both retail and finance the seller reentered retail automotive in 2007 with the intention of selling 10-20 units a month. During the first month in business at the current location over 50 vehicles were sold without a single dollar spent on advertising. The dealership has continued to grow in sales every year since, with high sales bolstered by selling his vehicles for an average gross per unit well above industry averages. With current management and staff in place, seller can enjoy more time away from business. With the switch in owner’s business interest, hence this fantastic acquisition opportunity for both business operator/owner and private investor. • 5,000 sf showroom and office facility • Room to stock 150+ vehicles (current inventory 101) • Secure accounts receivables department (steel doors and bulletproof glass at payment window) • Cameras cover both inside and outside of premises • Only 30% of the current facility is utilized allowing for massive expansion of the sales floor • Beautiful location on main road with high visibility • Extremely high traffic road • Extremely low lease $7,600 with a 3% increase yearly • Brand new lease signed February 6, 2015 5 year term with 5 year option to renew

Allstate Ins. Agency - Chesterfield, MO - (TW)
$1,910,000
Allstate Ins. Agency - Chesterfield, MO - (TW)

Chesterfield, MO

City/State: Chesterfield Missouri County: St. Louis County Location Available: Available to lease. Rent/Lease Terms: 2174 square feet in single story office strip center. Four combined office bays may be reduced if new buyer desires smaller office. Rent/Lease Rate: $2174 per month. F&E Available: All Furniture and Equipment to convey. Years in business: 12 years. Agent selling primary location Location Photos: Available on request. Current Agency Staffing: 3 full-time P&C licensed professionals. Staff is paid a combination of hourly or salary plus commission with access to health insurance. Staff is experienced with the agency. Agency also has a great relationship with an Exclusive Financial Specialist and access to a Benefits Specialist to serve client needs. FINANCIAL Asking Price: $1,910,000 Financial verification of $500K liquidity required. Annual New/Renewal Revenues: Confidential until NDA received. Earned Premium: $5,367,000 Bank Financing Available: Local and national lender referrals available on request Seller Financing Available: Only if necessary, terms negotiable. Satisfactory collateral required Detailed Financial Reports: Available on request with approved bank qualification letter GENERAL INFORMATION Award winning established 12 year Allstate agency is located in a growing, active community in the western suburbs of St. Louis Missouri. This $5.367M plus Allstate earned premium agency is consistent of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. Great potential to increase revenues as well as performance bonus based on growth, retention, etc. Customer loyalty ratings are above average, retention high, multi-line, and loss ratios are excellent. Experienced, licensed staff are open to transition with the sale. The agency is process driven and will be seamless in transition for the next owner.

CPA firm for sale North of Charlotte with an excellent team!
$1,850,000
CPA firm for sale North of Charlotte with an excellent team!

Charlotte, NC

This is a well-established CPA practice for sale located North of Charlotte in a desirable, fast-growing area. The practice has excellent and very experienced staff. They are a cohesive, trained team of professionals. The economic growth in the area is strong and well-positioned for future growth, so a buyer who wanted to aggressively grow the firm could likely do so. The current owners have mostly developed new business through word-of-mouth. Many clients have been with the firm for a very long time. They are in a variety of different industries and professions. Clients range in size from the very small up to $ 50M in annual revenue. There are no audits, and the practice has excellent cash flow to owner. Ideal buyer - A group of 2 or more CPAs with 10+ years of public practice experience would be able to thrive in this practice if they have the right client-service approach. The clients of this firm like the personalized service and laid-back culture of this practice. There aren’t too many unusual technical requirements of this firm. An owner with good tax, financial statement review, and QuickBooks experience could handle the technical demands.

**SBA Pre-Approved** Tax Franchise - Multi Location
$1,819,500Cash Flow: $574,886
**SBA Pre-Approved** Tax Franchise - Multi Location

Wake Forest, NC

UNDER CONTRACT - TAX FRANCHISE ** SBA READY ** NO EXPERIENCE NECCESSARY This business has had solid year-after-year growth for the past 4 years straight. The owners saw upside in implementing more efficient operating procedures, and put those plans in action. The business runs smoothly with managers in each of the 16 locations. These locations are spread between North Carolina and Virginia. The managers handle the daily activities and oversee their employees. This allows the owners the freedom to focus on the big picture of the business. The franchisor is recognized as an industry leader in training, and on-boarding of new franchisees. They have an entire department specializing in training owners new to the system, and make it a very seamless process for people without industry experience. Call to receive a company profile video and a detailed financial packet on this exciting listing. You'll love these numbers.

$4.7M Allstate Agency Won't Last Long.. in Dallas/Ft. Worth
$1,802,000
$4.7M Allstate Agency Won't Last Long.. in Dallas/Ft. Worth

Fort Worth, TX

Established 12 year Allstate agency is located in a growing community within the Dallas/Ft. Worth Metroplex. This $4.7M earned premium agency consistent of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. Good potential to increase revenues through new & renewal commissions as well as performance bonus based on growth, retention, etc. Customer loyalty ratings are above average, retention high, multi-line is superior, and loss ratio is extremely low. This agency has great premium growth and is a bonus earning agency in their market. Experienced, licensed staff are open to transition with the sale. The agency is process driven and will be seamless in transition for the next owner. The current agency owner is retiring from the industry.

Title Insurance Company For Sale
$1,800,000Cash Flow: $327,039Seller Financing
Title Insurance Company For Sale

Hudson County, NJ

Our client is comprised of individuals possessing over 30 years of combined practical experience in the legal, real estate, and title insurance fields. This title company offers a variety of specialized services. Title insurance is the essential aspect of the business, accompanied by other integral services necessary to meet the needs of the most demanding customer. In addition, their offices are fully equipped with state-of-the-art technology, and will be continuously upgraded as necessary to meet the ever-changing needs of the title insurance industry. This progressive company fully understands that the needs of prospective clients, attorneys, mortgage lenders and real estate professionals are a vital part of their business. A qualified professional staff has worked both in and out of the typical law and/or real estate office. They have first-hand knowledge of the title insurance business. It is imperative for their clientele to have committed title insurance experts supporting them throughout each transaction. An extremely knowledgeable staff works with passion, devotion and commitment, providing thorough, efficient and professional services at all times Contact Michael Bernstein 888-869-6069, Ext. 18 or mbernstein@moxiebrokeragegroup.com NDA Required and POF


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