Financial Services for Sale

Where science meets the deal table. This highly differentiated profitable investment bank is built exclusively for life sciences and healthcare, advising biopharma, medtech, diagnostics and related healthcare companies on M&A, capital raising and strategic transactions. Senior bankers with deep sector and transaction experience run every engagement themselves, from the first conversation through closing, and position each asset for strategic and financial buyers, while long-standing client relationships generate repeat and referral mandates. The firm has been profitable on a reported basis in

A fintech company with patented payment technology that routes retail payments directly from consumer bank accounts to merchant bank accounts via ACH, FedNow & RTP rails, bypassing traditional card networks entirely. The platform lowers merchant processing fees from the standard 3% to 4% down to roughly 0.5% or a low flat monthly fee, and integrates directly with major banking core systems & banking apps. The company is already live with over a dozen banks & credit unions, including a top-20 national bank, with dozens more in the pipeline. Its IP portfolio includes several issued patents & a l

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:

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 & Indi

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 wh

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 operatio