Seller's Contact Information

  • RE:  Highly Profitable Financial Services Business
  • Contact:  Zackary Thornberg
Listing Update!
Update: Highly Profitable Financial Services Business is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

Highly profitable financial services business located right in the heart of New Orleans. Primarily functioning as a local business brokerage firm, the primary source of revenue for the company comes from consulting fees and business transaction commissions that come after assisting local business sellers throughout the process of confidentially selling their company to qualified buyers. Business has a very steady demand of eager clients and specializes in M&A transactions, business valuations, consulting. Business has an extraordinarily consistent marketing engine that has kept motivated clients coming through the doors for decades.

Business is priced to sell and unlike any other financial firms in the area. Please reach out to the listing agent for more information today!

Property Features and Assets:

This is a home based firm and provides the owner an opportunity to be able to set their own schedule so long as they don't mind the frequent phone calls from clients throughout the week. There are very few physical assets as the business runs a very lean sales-oriented model, although one could definitely grow the company into an office space and scale profitability by hiring more employees over time.

Market Competition and Expansion:

Competition in this industry is extremely low and growth potential is high. This is a highly resilient business model and has a proven track-record of consistent performance even throughout times of economic strain, such as the COVID-19 pandemic.

Reason for Selling:

Available Upon Request.

Additional Details:

  • The property is owned.
  • The owner is willing to train/assist the new owner.
  • This is a homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Highly Profitable Financial Services Business has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Asking Price: $105,000

Local, Independent Insurance Agency In Salt Lake

Salt Lake City, UT
Salt lake County

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products our loyal clients need. We deal with Home, Auto, Renters, Flood, Landlord, Umbrella, etc. We utilize the top insurance companies in the U.S.A including Allstate, Progressive, Nationwide, Berkshire Hathaway, Ethos, US Assure and many more. 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.Be your own boss and own an agency for success and wealth building. So, you don't have an insurance background? That's fine. The parent company provides 6 months of comprehensive training and ongoing mentor support. If you are a motivated, sales orientated person this training and support almost guarantees success.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.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 the consumer needs of virtually every household, in good economic times and bad.Other Business Highlights Include:- State of the Art Tech-Driven Platform- Exceptional Support Network- Build Wealth through Ongoing & Residual Income Streams- Best of the Best Insurance Products

Cash Flow $92,500
Revenue $633,700
$ Owner Financing Available

Asking Price: $250,000

Profitable Mortgage Business w/ Strong Referrals

Not Disclosed, GA
Fulton County

This is a rare opportunity to acquire a well-established, highly reputable mortgage business with consistent cash flow, strong referral relationships, and built-in growth opportunities.With over 30 years of experience behind the business, the owner has built a reputation for trusted service, long-term client relationships, and delivering a wide variety of mortgage solutions at competitive rates. The business operates lean with minimal overhead and offers an excellent platform for a buyer looking to expand an existing brokerage or step out independently.Highlights:• Average Cash Flow: ~$120,000/year over the last three years• 2023 Revenue: $180,000 | 2024 Revenue: $215,000 | 2025 YTD: $175,000 • Highly committed referral partner willing to continue the relationship post-sale• Includes a seat at a BNI group generating ~$100K in closed referral business annually• Home-based and relocatable, offering flexible operations• Ideal for a loan officer, broker, or team looking to scale with a turnkey book of businessThe seller is willing to provide transition support to ensure a smooth handoff and retention of referral sources. This is a confidential listing — a Non-Disclosure Agreement (NDA) is required to receive the full business profile.Inquire today to explore this high-quality opportunity in the mortgage space.

Cash Flow $142,329
Revenue $219,092
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Fairfax County, VA -Full Service CPA & Bookkeeping

Not Disclosed, VA
Fairfax County

Founded in 2008 and operating in bustling, growing, and diverse Fairfax County, Virginia, this full service CPA firm specializes in accounting, financial statement preparation, tax planning, and bookkeeping services.  This business has built a loyal book of clients by delivering on the following core principles:1)  Listening carefully to the client's needs and delivering solutions to meet requirements.2)  Focusing on both short and long term planning horizons.3)  Providing quality services in a timely manner.4)  Staying up to date on the latest income tax guidelines and financial practices.   5)  Leveraging technology to make it easy to do business with their clients.This business is located in the center of a populated, affluent client base which affords the opportunity to attract individuals, families, commercial business owners, and government contractors.  The current customer book includes 850 clients with 60% being individuals and 40% businesses.  The diversity of consumer bases sets up a solid foundation for future growth.  The service menu is extensive and caters to the wide variety of clients, including:.  Financial Statement Preparation.  Payroll Services.  Individual / Family / Small Business Tax Preparation.  QuickBooks Advisory.  Business Bookkeeping.  Government Contracting Accounting .  Auditing .  Estate and Trust Tax PreparationThe seller is looking to retire from the business and engage with a new owner who will continue to build on their successful legacy.   Special Financing --  This business has been pre-qualified for financing with only 10% down payment for 10 years.  Complete details are included in the marketing prospectus. 

Cash Flow $158,245
Revenue $724,745

Asking Price: $335,000

Profitable Real Estate Brokerage + Property Management Company For Sale – Mid-Michigan Region

Not Disclosed, MI
Saginaw County

Here’s your chance to acquire a well-established and thriving real estate business in the heart of Mid-Michigan. This turnkey operation includes a respected real estate brokerage and a fully functioning property management division — both generating solid, recurring income.Established Market PresenceOperating in Saginaw, Bay, Midland, Genesee, Gratiot, and Shiawassee Counties, this company has built a recognizable and trusted brand with a strong reputation in the community.Team-Driven & Transaction-ReadyA fully staffed team of productive agents is actively closing deals with buyers, sellers, and investors. Systems, training, and leadership structures are in place for a smooth transition.Multiple Income StreamsIn addition to fair and scalable commission splits, this brokerage benefits from partnered relationships in the community that bring in consistent revenue.Includes Property Management DivisionThis added arm of the business generates approximately $50,000/year in income. Processes are well-documented, doors are under management, and the team is in place to continue operations seamlessly.Everything You Need to Step In & ScaleIncluded in the sale:All desks, front desk, manager’s desk, and chairsComputers, fixtures, and office furnishingsFor sale signs and lockboxesAll current leads and extensive past client databaseThe well-known brand nameA newly leased, professional office space Growth-Ready & ProfitableThis business is producing steady profit and has strong growth momentum. Ideal for a hands-on owner/operator, team leader, or investor looking for a proven model with community roots and real expansion potential.

Cash Flow $115,744
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