Financial Service Businesses for Sale

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers, and some government-sponsored enterprises. The Finance and Insurance sector comprises establishments primarily engaged in financial transactions (transactions involving the creation, liquidation, or change in ownership of financial assets) and/or in facilitating financial transactions. Three principal types of activities are identified: 1. Raising funds by taking deposits and/or issuing securities and, in the process, incurring liabilities. Establishments engaged in this activity use raised funds to acquire financial assets by making loans and/or purchasing securities. 2. Pooling of risk by underwriting insurance and annuities. Establishments engaged in this activity collect fees, insurance premiums, or annuity considerations; build up reserves; invest those reserves; and make contractual payments. 3. Providing specialized services facilitating or supporting financial intermediation, insurance, and employee benefit programs.

Starting vs Buying a Financial Business for Sale

If you are interested in starting a small Financial business or company, buying established Financial Service Businesses FOR SALE Finance Companies or related online business for sale or an existing franchise for sale near you can be one of the best ways to start your own small business. It is fairly easy to start a business in current times but making it profitable and keeping it profitable is not easy and only a small percentage of startups stay in business beyond five years and only a few reach consistent profitability. There are several advantages in buying an established Financial related business or an existing franchise for sale with an established customer base when compared to starting a new Financial business and it may also be easier to obtain financing for a new startup, wherein the banker will want you to show assets and collateral along with a solid business plan, before even considering providing any financial assistance. This is no different than financing a vehicle or real estate with a small down payment rather than paying the full price but and the lender is happy to finance as long as the business is cash flow positive, instead of paying full amount but only in case of buying a business the amount is so large that most people do not have the money to make an upfront purchase and even if they do, most small and large businesses are financed via debt or equity financing.

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers, and some government-sponsored enterprises. The Finance and Insurance sector comprises establishments primarily engaged in financial transactions (transactions involving the creation, liquidation, or change in ownership of financial assets) and/or in facilitating financial transactions. Three principal types of activities are identified: 1. Raising funds by taking deposits and/or issuing securities and, in the process, incurring liabilities. Establishments engaged in this activity use raised funds to acquire financial assets by making loans and/or purchasing securities. 2. Pooling of risk by underwriting insurance and annuities. Establishments engaged in this activity collect fees, insurance premiums, or annuity considerations; build up reserves; invest those reserves; and make contractual payments. 3. Providing specialized services facilitating or supporting financial intermediation, insurance, and employee benefit programs.

If interested, you may consider buying an established Financial Financial Service Businesses FOR SALE Finance Companies Finance Companies, Finance Business, Banking Service Businesses, Financial Business, Financial Companies, Banking Services, Finance Company, Financial Services, Financial Companies... etc., While there are many considerations, when it comes to buying a business and the purpose of this page is not meant to outline all the details on how to buy a Financial business, the first and foremost factor is that, one would want to find a profitable business to buy and it is great if the business is seller financed or with business financing arragement in place from a third-praty lender but in some cases established businesses and aged shell companies are bought even if they are not profitable. You may give preferance to a unique business for sale or a business with real estate so the real estate as a business asset will be of added interest to the lender when considering financing and will appreciate the chances of getting approval for financing. In many cases the company or product can be re-branded later or additional services can be added to existing business to acquire and expand market share but also to finance and even to go public, such as a recent example of an electric vehicle startup that bank rolled their startup by acquiring a shell company and went public. Also, keep in mind that while starting a new Financial business is not too hard, running a business is not easy and making it consistently profitable and growing it is another thing because a vast number of small business that are started will usually fail within first few years and a small number of them are consistently profitable. Hence, buying an existing business or franchise with cash flow can be a better option, depending upon the type of business and its finances.

Buying a Small Financial Business from a Business Owner vs Broker

Many users seem to be searching online for a Financial Service Businesses FOR SALE Finance Companies & and Finance Companies, Finance Business, Banking Service Businesses, Financial Business, Financial Companies, Banking Services, Finance Company, ... related business for sale by owner and may be it is because buyers are led to believe that they can negotiate better with the owner or get a better deal. Despite websites and marketplaces like our's which facilitate any business owner to sell a business directly, most businesses are still sold through brokers and hence no FSBO websites & marketplaces have been successful. Also a very few businesses listed by owners eventually get sold because most sellers price it higher than what it is worth or do not use real valuation metrics, whereas an experienced broker in the Financial related industry will price it based on the market metrics and valuation, so that they can sell the business quickly because keeping a business on market for too long can be counter productive. There are also other advantages of dealing with a qualified and experienced broker but in the end whether it is an FSBO business or listed by a broker, everything depends on the real value of the business, current market conditions. Starting or buying a business can be once in a lifetime event for most people and before you put your hard earned savings in the business, always seek advice from a qualified business professional such as licensed broker, M&A advisor, consultant, small business accountant or a lawyer with regards to verification of finances, drafting contracts and price negotiation.

Find a Financial Business for Sale or Existing Franchises & Opportunities

Find Established Financial Service Businesses FOR SALE Finance Companies business for sale near you or franchise resale listings by a small business owner or by a business broker and Finance Companies, Finance Business, Banking Service Businesses, Financial Business, Financial Companies, Banking Services, Finance Company, ... related local and online business opportunities - if you are looking to sell a Financial related business opportunity, list it here to sell your business Commission FREE!


  • Financial
    Established Accounting Firm
    $250,000
      Illinois USA

    This is an impressive, well-respected accounting firm, located in south western Illinois, has been i...

    This is an impressive, well-respected accounting firm, located in south western Illinois, has been in operation for over 52 years. This firm specializes in accounting services, auditing, check writing, income tax preparation, payroll tax preparation,...

    Accounting Tax Financial
         
  • Financial
    Absentee Owned High Net Nationwide Title Insurance
    $10,000,000
     Atlanta Georgia USA

    Nationwide title insurance agency active in 30+ states with a proprietary business model that provid...

    Nationwide title insurance agency active in 30+ states with a proprietary business model that provides the support independent operators need to close more deals. The Company has an integrated software platform allowing national closing services whic...

    Insurance Financial
         
  • Financial
    Portable Insurance book specializing in Jewish cli
    $100,000
     Los Angeles California USA

    This asset for sale is described by our client as an Israeli Amazon resellers book. The Seller say...

    This asset for sale is described by our client as an Israeli Amazon resellers book. The Seller says If you are an Israeli or Hebrew speaker, you could have access to one of the fastest growing and thriving group of business owners on the planet. M...

    Insurance Financial
         
  • Financial
    Portable Short Term Health Book 3,200 PIF’s, 1,200
     Fort Lauderdale Florida USA

    Perfect expansion opportunity for an insurance agency looking to diversify into individual health di...

    Perfect expansion opportunity for an insurance agency looking to diversify into individual health distribution with a focus on short term health benefits. This presents an exceptional opportunity to buy into a nationwide short term health insurance s...

    Insurance Financial
         
  • Financial
    Inland Empire Non-Standard+ Standout
    $550,000
     Pomona California USA

    Well-established, non-standard insurance agency with DMV and tax preparation services has long been ...

    Well-established, non-standard insurance agency with DMV and tax preparation services has long been successful thanks to the Sellers commitment to customer satisfaction. The Seller started in the industry in sales at a well-known non-standard agency...

    Finance Insurance Financial
         
  • Financial
    Dallas TX Personal Lines Insurance POWERHOUSE!
    $600,000
     Grand Prairie Texas USA

    This virtual personal lines insurance agency (that also has a a premier Dallas MSA storefront!) is a...

    This virtual personal lines insurance agency (that also has a a premier Dallas MSA storefront!) is a true turn-key opportunity built around a website and advertising strategy that has proven to be a POWERHOUSE for business development: not only is th...

    Insurance Financial
         
  • Financial
    Well Established Accounting And Tax Firm
    $315,000
      Arizona USA

    THERE IS MORE TO THIS BUSINESS AND ITS SUCCESS THAN MEETS THE EYE!! This long-standing accounting an...

    THERE IS MORE TO THIS BUSINESS AND ITS SUCCESS THAN MEETS THE EYE!! This long-standing accounting and tax firm is located in northwestern Arizona. This very profitable firm concentrates on providing financial record keeping services to both businesse...

    Accounting Tax Financial
         
  • Financial
    Very Prominent Accounting and Tax Firm
    $395,000
      Arizona USA

    THERE IS MORE TO THIS BUSINESS AND ITS SUCCESS THAN MEETS THE EYE!! This long-standing and very prom...

    THERE IS MORE TO THIS BUSINESS AND ITS SUCCESS THAN MEETS THE EYE!! This long-standing and very prominent accounting and tax firm is located in north western Arizona. This very profitable firm concentrates on providing financial record keeping servic...

    Accounting Tax Financial
         
  • Financial
    11,000+ PIF Preferred California Insurance Agency
    $15,000,000
     Los Angeles California USA

    11,000+ PIF Count Preferred California Insurance Agency (Or Book Only!) Once in a generation acqui...

    11,000+ PIF Count Preferred California Insurance Agency (Or Book Only!) Once in a generation acquisition target for a PEG, MGA, insurance carrier level (to rewrite yourselves), or large insurance agency that is looking for a long term cash flow ROI...

    Insurance Financial
         
  • Financial
    SoCal High Net Worth P&C Insurance Book of Bus
    $900,000
     Marina del Rey California USA

    This book of business has an enviable client base and strong client retention and referrals. This un...

    This book of business has an enviable client base and strong client retention and referrals. This unique opportunity is well situated for an experienced insurance broker to inorganically acquire high profile clients in the LA region. With a strong hi...

    Insurance Financial
         
  • Financial
    Highly Profitable Health and P&C Agency
    $895,000
     Los Angeles California USA

    A highly profitable health and P&C agency with very low overhead, offering group and individual ...

    A highly profitable health and P&C agency with very low overhead, offering group and individual health policies, Medicare, Farmers Insurance personal and commercial lines, as well as P&C lines through MGAs that are outside of Farmers. This i...

    Insurance Financial
         
  • Financial
    $16.2MM Prem Insurance Agency 60/40 Personal/Comm
    $17,000,000
    New
     Tulsa Oklahoma USA

    We are representing an independent insurance agency that is looking to complete a divestiture their ...

    We are representing an independent insurance agency that is looking to complete a divestiture their overall agency. Overall the Agency has been able to show an average YoY growth of roughly 12% (from 2019-2021). Currently managing roughly ~6k policie...

    Financial
         
  • Financial
    A Great Book of Business to Help You Start Your Mi
    $170,000
     Miami Florida USA

    Insurance agents looking to go independent? Get established today in the Miami-Dade area with a dive...

    Insurance agents looking to go independent? Get established today in the Miami-Dade area with a diverse book of business that is 50% Commercial and 50% Personal lines clients! This upstart agency services 238 clients and is growing by leaps and bound...

    Insurance Financial
         
  • Financial
    Foundational Insurance Agency - Build On Build Up
    $180,000
     Glendale California USA

    This well-seasoned independent insurance agency pivoted over the last 3 years after being one of man...

    This well-seasoned independent insurance agency pivoted over the last 3 years after being one of many Farmers left for greener pastures. Years of success as a well-rounded agent kept the Seller running a viable operation. He focused on profitable com...

    Finance Insurance Agencies Financial
         
  • Financial
    CA Benefits and Workers Comp Consulting Practice
    $3,200,000
     San Diego California USA

    This profitable Company is a unique California medical network that can be customized to the needs o...

    This profitable Company is a unique California medical network that can be customized to the needs of each individual client. The Company has years of experience in PPO. The business model generates recurring revenue and the technology allows the sub...

    Financial Insurance Financial
         

 

 

Featured Business Brokers

Are you a small business lawyer, accountant or a business broker with a focus, niche or specialty in the Financial industry, Financial Business? Sign-up for a free broker account and upgrade if you want get featured on this page and also on state/region/city search pages.

 

  • Commercial & Business Brokers
    Pronova Partners
     Los Angeles California USA

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    B2B Insurance Technology Commercial & Business Brokers
         
  • Commercial & Business Brokers
    Sunbelt Business Brokers - Phoenix
     Scottsdale Arizona USA

    Directory Commercial & Business Brokers

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    Commercial & Business Brokers
         
  • Commercial & Business Brokers
    Southwest Business Brokerage
     Tucson Arizona USA

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    Commercial & Business Brokers
         
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    Most Searched: Financial Opportunity, Financial Brokers, Financial Franchise Opportunity, ses, Financial Business, Financial Companies, Banking Services, Finance Company, Financial Services, Financial Companies, Financial Planners, Finance Company, Business Lenders, Financial Service Provi Website ...

     

    Selling a Financial Business?

    Are you a small business owner interested in selling a Financial related business, property, franchise, service, company? Advertise your Financial business listing online and Sell a Business or Franchise Commission FREE - Seller Testimonials - If you are a business broker or a real estate agent, signup for a FREE listing account to get Business Broker Leads.

    If you are a owner selling it on your own, then you need to do additional marketing and monitoring leads - there is more to it than just listing it on a few websites. This in itself is a process and can take a lot of your time.

    How to Sell my Financial Business?

    Before selling a Financial Business, the most important factor or the first step is to organize financials for the last 2-3 years, including tax filings, make a list of equipment and inventory, employee and payroll data and generate profit-loss statements, etc., Then the next most important step is to find what your business is worth and to evaluate your Financial company to make sure that you price it right based on the existing market conditions. You can either use an evaluation software or in some cases you can find valuation metrics online or you can hire an accountant, CPA, professional appraiser or a broker who can use provide a good valuation. While the valuation metrics differ with the type of company, industry and current market conditions, the most used metric for valuation is based on EBITDA or SDE ie Seller's Discretionary Earnings - which usually includes the owner's salary and benefits in net-income, used mostly by a small company or solo owner operator.

    The next step in selling your Financial company is to draft a buy-sell agreement or a contract of sale and you can use a software or buy Sale of Business Forms online or hire a small business lawyer. Selling a small business can also be once in a lifetime event for most people and no matter how well versed you are with your company and the process of selling it, one small mistake may lead to a huge loss or a botched deal, it is recommended that you always seek advice from a business professional such as licensed broker, M&A advisor, consultant, accountant or a lawyer with regards to verification of finances, drafting contracts and negotiation.

     

    Disclaimer: Established Financial Financial Service Businesses FOR SALE Finance Companies related Business Opportunities, Existing Franchises, Companies, Brokers, on this website are classified ads listed by a corresponding small business owner or by a broker. The site has not verified the information posted by advertisers and the site is not responsible for authenticity of information, pricing or for any inaccuracies. By using the website or the advertiser contact form, you agree to assume the responsibility for further communication or any transactions you may conduct with the seller - the website is not involved with any transactions.