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

Select Categories Any State/Region
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.

Human Capital Management Provider with Extensive Recurring Revenue
Cash Flow: $4,850,000
Human Capital Management Provider with Extensive Recurring Revenue

US

This unique, profitable Human Capital Management (HCM) provider, with over fifteen years of experience, designs HCM systems to meet specific client needs, and offers industry-leading customer service, on-boarding and training, resulting in a customer retention rate of over 97%. The Company focuses on small-to-midsize businesses with a sweet spot of employee bases between 100 and 1,000. Larger providers have historically disappointed this target market, and companies of this size are likely to utilize many of the modules the platform has to offer and to maintain a long-term relationship with a provider. The Company’s expert team of HR professionals allows it to effectively partner with companies of all sizes, and in all industries, while tailoring guidance and services to meet each customer's unique needs. The long-term customer relationships continue to grow as the company continues to add new services, and the Company’s average revenue per client is among the highest in the industry. The Company services its vast customer base with direct access to its experienced payroll, benefits, tax, and time and attendance experts who assist with issues ranging from the simplest to the most complicated. The company has a long-term, dedicated, knowledgeable employee base, and a leadership team with an average tenure of ten years.

#1511 Highly Profitable Client Advocacy Consulting FirmUp and coming industry, high margins and strong cash flow!
Cash Flow: $3,535,330
#1511 Highly Profitable Client Advocacy Consulting FirmUp and coming industry, high margins and strong cash flow!

NC

Asking Price: Market Value This company is a nationally known and industry leading consulting firm that specializes in the cancellation and removal of contractual consumer debt. This particular contract debt cancellation industry is a relatively new industry that provides an option for consumers who are stuck with contractual ownership debt and annual expenses when this type ownership no longer fits their lifestyle. This company’s primary focus is complete contract debt elimination, they offer a 100% money back guarantee, and have a 95% success rate. Known for their robust, dedicated, and streamlined process, this company offers a white gloves approach and a detailed and dedicated process to eliminate contract debt, end consumer contracts, and remove the debt permanently from consumer credit reports. • 65 full-time staff with consumer contract industry sales experience • Three locations including call centers in the eastern and pacific time zones • Consistent 50%+ profit margins • Customer base continues to grow annually • Multiple product lines and avenues for consumer protection • Best in class process, superior quality, high customer satisfaction (95% historical success rate) and extremely low overhead costs

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.

Business to Consumer
Cash Flow: $3,000,000
Business to Consumer

MO

Are you looking for an absentee ownership business that has all the key management in place? Looking for a business with long term stable growth? This business will produce in a good economy and a bad economy.This business will have continued growth in top line revenue with the new business practices and will have bottom line growth for many years. This is a niche industry with untapped potential for growth. The management team will remain after sale.

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.

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 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!

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.

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.

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.

Recurring Revenue-Financial Service-LTA(s)-1.0 mil EBITDA-Risk Adverse
Cash Flow: $1,200,000
Recurring Revenue-Financial Service-LTA(s)-1.0 mil EBITDA-Risk Adverse

US

The Company specializes in sourcing, appraising, retailing and financing high quality used Class 8 heavy duty equipment for the transportation industry. The Company operates from a 7,500-square foot facility, which it leases from a third party. Offering these products and services requires a facility for truck and trailer storage and personnel with sales and financing experience. The Company has a proven track record supported by 15 years of ongoing business. Revenues have been increasing 6.3% over the past five years due to an increasingly strong freight market and demand for used Class 8 vehicles. The Company’s Trailing 12 Months total revenue was $5,111,817 with Seller’s Discretionary Earnings of $1,200,000 rounded. With a large customer base and solid reputation, the Company continues to attract new customers while maintaining its reputation with existing ones.

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.

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

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.

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 w/$25 million in assets. We have 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.

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.

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 Volume Check Cashing
$1,300,000Cash Flow: $750,000
High Volume Check Cashing

Mecklenburg County, NC

This Check Cashing Business is a VERY good opportunity. Established for a long time with a strong client base that brings in exceptional cash flow. The income from money transfers pays all expenses including rent, employees, utilities, etc. Income from Check Cashing is all NET INCOME, but to operate this business you need to have $750K in liquid working capital to turn over the Check Cashing Business on a day to day basis. Owner works only several hours a week, and the remaining operation hours are completed by employees. "Inquire only if you can show proof of opearting funds".

Highly Successful Consulting Firm Needs New CEO Owner
$1,250,000Cash Flow: $680,000
Highly Successful Consulting Firm Needs New CEO Owner

CA

For over 30 Years, this consulting firm has been overseeing broker dealers, fund of funds, RIA’s, (FCM’s) Futures Commissions Merchants, CTA and CPO, Municipal dealers, fintech service providers, and Hedge funds regulatory compliance and principal services, including Finop requirements.  Supplying the successful level of regulatory compliance for over 400 varied clients throughout the United States in its history. Specialties include Finop, compliance, audit and regulation oversight and operational back office management. Additionally, the firm consults new firms when registering themselves and navigating the process with FINRA, NFA and the SEC via the NMA and CMA: New membership application and continuing membership.   Consulting in all aspects of Broker Dealer/RIA business: AML, Procedures, Testing, etc.  This is a wonderful opportunity for a risk management and consulting firm with appropriate licenses to grow their business via acquisition.

$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%.

Net Profit Underwriting (Nationwide)100% LICENSED AND INSURED | $3M ASSET-BACKED BRAND
$519,000Cash Flow: $625,092Seller Financing
Net Profit Underwriting (Nationwide)100% LICENSED AND INSURED | $3M ASSET-BACKED BRAND

Sacramento, CA

This service company underwrites for third-party's current business revenue' profit & loss (P&L), and establishes insured consultative planning for innovative net income security. As a buyer, you are purchasing a proprietary certified line of profitability and year over year growth. As a new owner you can utilize your previous customer service / management / executive experiences to further build on this reputable and recognized national brand. Given it is a home-based business, your overhead is low and only a few skilled technicians are needed to create strong revenues and profits. The business could be run semi-passively and profit margins are one of the highest in the construction field. Many established residential, B2C and B2B sales opportunities exist inside this protected territory. The parent company generates customer leads - so virtually no cold calling is necessary. Key features and benefits include: • Flexible owner work schedule. • Cash business—limited accounts receivable • Minimal inventory • Few employees / skilled employees • No construction experience necessary • Full training and ongoing corporate support included **Signed NDA and terms are required to discuss. You MUST provide proof of funds.**

Busy Check Cashing Establishment Middlesex County 32358
$1,450,000Cash Flow: $625,000
Busy Check Cashing Establishment Middlesex County 32358

Middlesex County, NJ

A Middlesex County Check Casher has come on the market. This business is twenty-two years old and the Seller prefers to retain some equity or just to stay on to help manage the business if the Buyer has no experience and Seller financing is involved. Growing by 17% per year over (CY2015-CY2018) and continuing 2019 YTD. Highly Profitable Ample Seller financing is available. 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.

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.

Coastal Storm & Hurriciane Protection Co.- $1.5 Million
$1,500,000Cash Flow: $600,000
Coastal Storm & Hurriciane Protection Co.- $1.5 Million

US

After being in the hurricane protection business for over 15 years, the owner of this very profitable company has decided to retire and sell the business. If you are a serious buyer, this is an incredible business opportunity. With sales projected to reach 2 million this year and cash flow to owner over $600K, the asking price of 1.5 million is very reasonable. Business has unlimited growth potential with experienced new owner input. Seller would be willing to stay with the business for up to 6 months on a commission basis to provide a smooth transition. Business should qualify for an SBA loan and the seller is willing to take some owner financing from an approved buyer. Please contact Pete DeVita at (910) 262-2113 for general information and request our standard non-disclosure agreement for more detailed information.

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

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!

**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.

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.

Chicago Tax Preparation with Financial Advising
$1,749,000Cash Flow: $546,594
Chicago Tax Preparation with Financial Advising

Chicago, IL

The owner is one of five CPAs and is willing to stay on up to 2 years if desired by the buyer. Located in the Chicago area and filing in 28 states, this company maintains great profit margins year after year! The firm offers complete income tax preparation and accounting services as well as comprehensive financial planning and advisory assistance. Over 13,000 annual billable hours from 4 CPAs and 3 bookkeepers contribute to the over $1.4MM in sales in 2018. Business options include bookkeeping, accounting, payroll, and tax work for small and large companies alike. Clients include S corps, C corps, LLCs, estates, trusts, and nonprofits. Services for individuals include personal tax returns, with over 250 personal returns linked to business customers. Additional offerings include personal financial planning, along with education and advice on investments, estates, and insurance. Capitalizing on an integrated view of all available services, this firm works to build long-term relationships with individuals and businesses that require a consistent and reliable financial partner. The well-trained and dependable team collaborate to meet the needs of each customer. With many years of combined experience, this group of professionals works nearly 13,000 billable hours annually. Some employees are full-time, while some are part-time, and a few are contracted as needed.

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.

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.

Top Selling Allstate agency
$1,500,000Cash Flow: $502,477
Top Selling Allstate agency

Ozaukee County, WI

Leading Allstate insurance agency. This agency has won awards for sales growth and is one of the top sales agencies in the country.

Independent Insurance Agency (1887)
$1,500,000Cash Flow: $502,000
Independent Insurance Agency (1887)

San Antonio, TX

Independent property casualty insurance agency. Roughly half of revenues are personal lines, half are commercial. Trained and developed staff. SBA qualified. Contact us for more details.

Insurance Agency Ownership - Largo
$1,250,000Cash Flow: $500,000
Insurance Agency Ownership - Largo

Largo, FL

We are looking for entrepreneurial individuals to represent our company. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services. We have agency ownership opportunities for successful, self-motivated entrepreneurs who have: The skills to run their own business The capital to invest in their own agency business The ability to hire and manage their own staff The drive to meet business objectives All while delivering superior customer experience. Don't have an insurance background? That's fine with us. We provide you with insurance education. If this sounds like you, here are three compelling reasons to consider owning your own agency: An Exceptional Entrepreneurial Opportunity to run your own business and watch its value grow with every sale with no franchise fees. An Industry Powerhouse that is a financially sound business leader with one of the most recognized consumer brands in America. A Product Portfolio to help meet consumer needs of virtually every household, in good economic times and bad. Contact Jeff for details.

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

Insurance Brokerage, Specializing in Construction
$2,500,000Cash Flow: $483,803
Insurance Brokerage, Specializing in Construction

Orange County, CA

This construction insurance broker is a very profitable and growing insurance company servicing small construction companies throughout California. They provide workers comp, general liability, commercial auto, bonds and special needs coverage to over 1,300 clients. Because they focus on the construction industry, they can provide tailored solutions for any construction related insurance request. They provide coverage that saves their clients money while providing maximum protection. This brokerage specializes in providing insurance for smaller construction companies that focus on servicing existing homes and buildings, and are far less affected by the traditional "boom or bust" nature of the construction industry. This specialization gives them a competitive advantage in cost, speed, service and most importantly knowledge of the marketplace. Additionally, construction insurance broker's small business construction portfolio is very recession resistant (contractors tend to pay their insurance bill regardless), great diversity (no one customer represents too much business), and profitable! They have put a great deal of effort into their lead generation system and policy renewal strategy, which minimizes client attrition and bolsters the firm's growth; over the past several years revenue has grown 32%! Applications are taken over the phone or via the internet on their web page portal. construction insurance broker has well-established relationships with the major industry wholesalers who specialize in the construction industry. After almost 5 years running the show, the current owner is retiring due to medical issues. The owner has done well for himself, but really ran the operation as a lifestyle business, working at most 30 hours a week without actively directing the business. A fresh, energetic Buyer would expand like crazy: cross-sell additional coverage to the existing client base, ramp up the call center (they're at near minimum capacity), and bring on additional agents. Current owner simply doesn't have an expansion mindset! This construction insurance broker is a rare find - highly profitable, great growth, and low attrition rates at a great price! If you have ever wanted to own your own insurance agency or simply expand your existing book of business, this is your chance. Call your Agent today!!

Outsourced CFO/Bookkeeping & Tax Practice For Sale
Cash Flow: $471,495
Outsourced CFO/Bookkeeping & Tax Practice For Sale

Duluth, GA

Established Duluth, Georgia Area Outsourced CFO/Bookkeeping & Tax Practice providing: 3% Individual Tax, 14% Business Tax, 68% Accounting and 15% Other Services.

Chain of 15 Payday Loan Stores in the Upper Midwest
$1,495,000Cash Flow: $460,000
Chain of 15 Payday Loan Stores in the Upper Midwest

MI

Mid-sized Payday Loan chain, located in the Upper Mid-West. This consumer lending business has been a trusted source of cash advances/payday 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.

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.

Specialty Service Company: Construction Funds Control
$1,200,000Cash Flow: $450,000
Specialty Service Company: Construction Funds Control

CA

Construction funds control is a risk-management service protecting lenders, borrowers and contractors. Funds control is a licensed activity governed by the California Department of Business Oversight. Most escrow companies are licensed to disburse funds at closing. With a funds control license, funds are held and released over time based on meeting agreed milestones. Operation of this business entails coordination of milestone inspections and fiduciary escrow functions. California escrow license for funds control is required and seller will assist buyer as needed to meet this requirement. This business is ideal for an existing funds control business seeking new accounts or a currently licensed escrow company looking to expand services and earnings by adding funds control services. Infinitely scalable and turnkey, this funds control system is the perfect opportunity to vertically integrate making additional services available to existing customers. Acquisition would add $1 million revenue plus immediate ability to offer funds control services currently being referred away. Purchase includes software and systems that can increase gross profit margins by 10 – 20% or more on existing funds control services.

Owner Will Guaranty $200K First Year - Hartford Business BrokeragePerfect for anyone frustrated by old school business brokers
$25,000Cash Flow: $449,000
Owner Will Guaranty $200K First Year - Hartford Business BrokeragePerfect for anyone frustrated by old school business brokers

Hartford, CT

Hartford business brokerage where first year net profit will exceed $400,000 with this Hartford business brokerage and development business providing a one stop shop to business owners (and buyers). This business is so far advanced that is has no competition and is in very high demand. All leads are inbound leads wanting to hear from you. The primary revenue source is representing business owners selling his or her business. The sale includes multiple industry certifications and built in marketing departments. The first year net profit projects to over $400,000 with growth thereafter. This business is priced at cost to get the new owner trained and rolling. We do not have the past financials nor are they included in the purchase price. This business will have a resale value of 1.2 million after just one year! This business practically runs itself as the owner just needs to follow up on leads and apply a process that they will be trained on. All financial references are projections as this business cannot produce actual financial records. Ask for the reason and why this business is for sale during the due diligence process. This business comes with a built in system to recruit agents who can work for you. This is an existing business being resold. Not a franchise. --------------------------------------------- The timing is right and this business is in high demand Contact us today by texting 910 524-4439 or go to www.asradin.com ------------------------------------------------

Top Performing Allstate Agency
$1,290,000Cash Flow: $428,038Seller Financing
Top Performing Allstate Agency

Erie County, NY

Turnkey opportunity with high production agency! Well-established and highly rated 39-year old agency located in a desirable part of Erie County New York. This $3.5M 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, multi-line, and loss ratios are excellent. This agency has great premium growth and is a bonus earning agency in their market. Experienced, licensed staff. The current owner is open to a transitionary consulting relationship if desired. The agency is very process driven and will be seamless in transition for the next owner. The current agency owner is selling to focus on other business interests in a different field/industry.

Georgia/Florida Border Area CPA Practice For Sale
Cash Flow: $425,000
Georgia/Florida Border Area CPA Practice For Sale

Valdosta, GA

South Georgia CPA Practice providing: 20% Individual Tax, 27% Business Tax, 26% Accounting/Bookkeeping, 12% Audit/Consulting Services & 15% Other Services

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

Nassau County Allstate Insurance Agency - Existing Book of Business
$696,000Cash Flow: $417,684
Nassau County Allstate Insurance Agency - Existing Book of Business

Nassau County, NY

Exciting opportunity to own an existing profitable Allstate Insurance Agency. This Long Island Allstate book of Business currently generates $2.9M+ in premiums with an Annual Cash Inflow of $417K. Annual Net Income is approximately $121K. Enhanced commission support for next 10 months from the start date. Why become an Allstate Agency Owner? •You won’t pay any franchise or royalty fee. •You own equity in the business you build. •Earn repeat revenue from policy renewals. •There are no caps on earnings •Receive high competitive commissions, recognition and production incentives. •Diverse portfolio of insurance products from auto and home to home and life to business. •Allstate Agency Owners have one of the most recognizable and trusted brands in the US providing support. This a great opportunity for an insurance professional looking to grow their insurance business and align themselves with a trusted leader in the industry. Education reimbursement available from Allstate for qualified candidates. Financing is also available qualified Buyers. Contact me ASAP for more details about this agency and information about our next Allstate ownership overview event.

Palm Beach County Title Company & Law Firm
$995,000Cash Flow: $417,320
Palm Beach County Title Company & Law Firm

Palm Beach County, FL

Title Company and Law Firm has over 20 years with fantastic following and established and diversified referral base of realtors, mortgage brokers, banks, investors and more. Approximately 85% of revenues from title insurance premiums, 15% from legal services, which is typically buyer/seller representation in real estate transactions. Great Central Palm Beach County location. Well known for prompt and high quality service. Excellent, tenured staff in place so that the owner does not have to handle the day-to-day processing of files. This Florida based Title Company and Law Firm for sale is presented by Sunbelt Business Brokers of South Florida, a division of SUNBELT, the largest organization of business brokers and M&A professionals in the world. With a local presence and global marketing reach, Sunbelt Business Brokers of South Florida has provided main-street and lower middle market business owners and buyers with unsurpassed deal expertise for nearly 20 years. For more information on this business for sale contact Ryan Cave at rcave@sunbeltnetwork.com or 561-832-9222.

Multiple Tax Offices, No tax experience needed. SBA Pre-approved
$1,200,000Cash Flow: $412,796Seller Financing
Multiple Tax Offices, No tax experience needed. SBA Pre-approved

Hartford, CT

A turnkey system including three tax offices with solid, consistent results and strong potential. NO TAX EXPERIENCE NEEDED. The current owner has placed himself in a CEO position and spends his time managing the business. The new owner needs management, marketing skills and willingness to follow an established franchise system. Staff in place to do the tax returns, and good repeat customers year over year! The majority of the business comes during 4 months of the season, so it also gives you flexibility in how you want to spend your summer and fall. The leases are all very reasonable with options to renew, in good strategic locations and all within close proximity. This is your opportunity to own a well-established high cashflow tax service in Hartford CT. This is the perfect time of year to get in to the tax service business! Before you know it, tax season will be upon us. The owner will spend a tax season with new buyer to assist in transition after the sale. SBA pre approved with 15% down.

CPA Practice - buy 1/3
$400,000Cash Flow: $411,675Seller Financing
CPA Practice - buy 1/3

Englewood, CO

Buy 1/3 of thriving CPA practice for $400,000. Owners are approaching retirement and want to work fewer hours especially during tax season-a phase out. Two partners have worked together since 1988. New clients by referral only. Strong loyalty by clients. Mostly small business clients approximately 60%-70% of practice including related tax work. Challenge 1 partner is very entrepreneurial other is more grounded and manages bookkeeping/compilation accounts. Both partners do taxes. 2 largest clients comprise about 6% of income. Entrepreneurial partner takes 3 to 4 months off after tax season other partner takes 1 to 2 weeks off after tax season. No audits and few reviews.

#1 Rated online stock and options trading academyIdeal for a Wall Street Vet - 10 15 hours a week
$399,000Cash Flow: $409,500
#1 Rated online stock and options trading academyIdeal for a Wall Street Vet - 10 15 hours a week

Osceola County, FL

Many opportunities to scale-up. Ideal for a Wall Street Vet, 10 to 15 hours per week. The online services the company offers includes trade alerts, live trade room, live video feed and weekly classes held via Webex meetings for paid clients. The company also just started a new service called "Trade Coach" which we offer 1 on 1 coaching for a set hourly rate and also offer courses along with group seminars/classes for a discounted price. The company has 236 active paying clients that either pay monthly or annually. The company has over 380 clients in total but some with outdated credit cards on file. The company has a Mailchimp newsletter with about 1,100. Others that have signed up for the company’s newsletter and promotions which I have not sent any to those potential leads/clients yet. The Company has a Social media Facebook page with over 4,100. The Company has multiple Facebook groups and YouTube followers of over 50,000 traders/potential clients to market to. Support is provided by contract labor in India. The company owns have about 20 other domain names, purchased early that are GREAT domain names for expanding services and bringing in much more revenue. Proof of funds required and bio required to receive details.


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