Finance & Financial Services for Sale
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Finance & Financial Service
6 results for "Finance & Financial Service" businesses
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Finance & Financial Service
6 results for "Finance & Financial Service" businesses
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Lenawee County, Michigan
Truck Insurance Agency for Sale in Michigan
$ 650,000
This primarily trucking-focused insurance agency/book has an active book of approximately $1.18M in in-force premium, and $112,637 in commissions with carrier relationships including Progressive MI, Highlander Specialty, Lloyd’s of London, Hartwell, Berkshire, Progressive Southeastern, Accredited, and GEICO. The book is currently written in MI, IL, ID, IA, TX, FL, NJ, PA, and OH, with the majority of accounts consisting of 1–5 unit trucking risks. The business is operated by the owner with support from a virtual CSR, creating a lean operating model with potential upside for a buyer that already has existing infrastructure, carrier access, servicing capacity, or trucking insurance experience. Signed NDA and proof of funds are required prior to receiving additional information, except for buyers listed on Insurance Journal’s Top 100 Agencies list. Interested buyers should contact the broker to submit their best offer. **Buyer must hold a Property & Casualty license to acquire this agency/book.**
San Mateo County, California
Turnkey Auto Body Paint Supply Business
$ 800,000
CF : $ 223,901
Automotive paint supply business for sale in San Mateo County. This profitable, turnkey operation specializes in automotive paint products, supplies, and expert color-matching services. The business has built a strong reputation, loyal customer base, and long-standing relationships with local body shops and automotive professionals. Fully staffed and generating consistent cash flow, it is ready for a smooth ownership transition. Included in the sale are approximately $130,000 in Accounts Receivable and $225,000 in inventory, providing approximately $355,000 in working capital assets. An excellent opportunity to acquire an established and growing business. SF11546 SBA pre-approved
Los Angeles County, California
Highly Profitable, Established CPA Firm in Southern California
$ 3,300,000
CF : $ 1,177,588
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has achieved remarkable organic growth driven entirely by word-of-mouth referrals and continues to show growth year over year. The practice is fully modernized, operating on a robust cloud infrastructure that allows for efficient, and a majority of remote-first client interactions. The firm offers a comprehensive suite of services, including Payroll Prep, Write-up, LLC & Incorporation, and Corporate & Individual Taxes. The revenue mix is highly stable, split 65% business and 35% individual clients. Financial Highlights: *List Price: $3,300,000 •TTM Revenue: $2,211,186 •TTM SDE (Seller's Discretionary Earnings): $1,297,224 •SDE Margin: 58.7% •Recent Growth: Revenue for Jan–Apr 2026 is up 11% compared to the same period in the prior year. Key Investment Highlights: •Strong Recurring Revenue Base: The firm boasts an 85% client retention rate with longstanding client history *B2B Focus: Businesses make up the majority of revenue, providing for a more stable revenue base *Diversified Services: The firm offers a broad range of services from payroll accounting to foundation set-up •Low Concentration Risk: No single client accounts for more than 5% of total revenue •Turnkey Operations: Supported by a dedicated team of 5 staff members with strong tenure •Seamless Transition: The current owner, who is retiring, is committed to staying on to help transition client relationships and provide necessary support to ensure continued success, or even stay on as a strategic advisor. This is a rare opportunity to acquire a highly profitable, scalable, and well-respected CPA practice with a predictable recurring revenue model and exceptional margins. This opportunity is well-suited for a range of qualified buyers, including: *Regional or National CPA Firms Looking to Expand: A firm looking to establish or expand its footprint in the Southern California market would gain immediate access to a well-established, loyal client roster of clients *Independent CPAs or Small Practices Looking to Scale: A solo practitioner or small firm ready to grow would acquire a fully staffed, operationally mature practice with proven systems, cloud-based infrastructure, and a recurring revenue base — allowing them to focus on growth rather than building from the ground up. *Out-of-State Firms Seeking a Seeking Southern California Market Entry: A buyer based outside of California looking to get into the California market can integrate this practice with minimal disruption, leveraging the existing team and client relationships from day one.
Online / Remote
Allstate Agency in Stanislaus County CA. Allstate Agency i Modeston California
$ 3,411,000
CF : $ 900,000
This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of Allstate and I vantage Insurance carriers of $ 15,134,813. The Gross Commission is approximately $1,362,133 dollars per year, and the Bonus Amount is based on future Production in 2026, but the range can be 4% of the Agency Renewals. The staff of four employees have the ability to write all lines insurance and handle the customer service issues. Allstate provides world wide trips for their Agents who make the company goal. The Cost is taken care of by the company. This full benefit is provided for the spouses or significant other.
Online / Remote
Allstate Agency for Sale California Sutter County
$ 1,600,000
CF : $ 625,000
Allstate Agency represents a rare opportunity that doesn't come around often. You'll inherit an impressive operation generating over $7.1 million in gross premiums annually. The retiring agent has spent 40 years nurturing this business into a well-oiled machine, and now he's ready to pass the torch to someone who shares his commitment to serving clients. Here's what makes this opportunity special: you won't be starting from scratch. Three dedicated, long-term employees are eager to stay on board. They're fully licensed professionals who know the business inside and out, handling daily operations seamlessly. This means you can focus on growth and building relationships rather than worrying about staffing or training. The numbers speak for themselves - with over $7.1 million in gross premiums, this agency demonstrates the kind of financial strength that creates lasting wealth. You're not just buying a business; you're acquiring decades of established client relationships, proven systems, and a reputation built on trust. Whether you're an experienced insurance professional looking to expand or someone seeking a stable, profitable business with strong fundamentals, this agency offers the perfect foundation. The retiring owner has done the heavy lifting - building the client base, training the staff, and establishing the processes that drive consistent results. This type of established the opportunity is yours to seize.d, profitable agency rarely becomes available. When you find a business with this combination of strong financials, experienced staff, and growth potential, you move quickly. Thefoundation is solid, the team is ready.
Milford, Ohio
Allstate Insurance Agency - Well Established
$ 2,500,000
For sale is a well-established 20-year agency in Milford, Ohio, which is right outside of Cincinnati. It is only minutes from a major shopping center with plenty of visibility from the main street. It is well-managed, seasoned staff to likely transition to a new owner. It is approximately $6.5 million in total premium that consists of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. Company: Allstate City/State: Milford, Ohio County: Clermont Zip Code: 45150 Location Available: Office location is around 1 block away from a major intersection/shopping center with great signage and visibility from main street. Rent/Lease Terms: Originally was 5 years. Last 7 years have been month to month Rent/Lease Rate: $675/Month F&E Available: One Meeting room and 6 Workstations Years In Business: In business for 20 years and in this location for 12 years Location Photos: Available upon request Current Agency Staffing: 4 Producing staff members. 2 Focus on service and 2 on sales. All licensed, 3 with L/H licenses. They are long term employees and they will likely transition with the new owner! Asking Price: $2,500,000 Annual New/Renewal Revenues: Confidential until NDA signed Earned Premium: $6,500,000+ Brokered Book Bank Financing Available: Local and National lender referrals available upon request Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required. Detailed Financial Reports: NDA required.