Seller's Contact Information

  • RE:  Highly Profitable Financial Services Firm For Sale
  • Contact:  Greg Collins
Listing Update!
Update: Highly Profitable Financial Services Firm For Sale 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:

Established in 1993 with a rebranding in 1997, this leading financial services firm proudly stands out with its innovative business model that emphasizes cost-effectiveness and client satisfaction. Offering both flat fee and percentage collections, the firm provides a suite of services including collection letters, robo calls, and credit reporting for a fraction of the cost of traditional collection agencies, with an impressive track record of saving clients significant amounts of money. One notable instance saved a client over $200,000 by reducing their cost to just 0.2%. This business operates with a lean model, managed by the owner(s), ensuring high profitability and operational efficiency. The comprehensive training and transition plan will ensure a smooth handover to the new owner.

Property Features and Assets:

Operational requirements are minimal, as the business is currently run from a compact, 800-square-foot space within the owner(s) home, with essential office equipment. This virtual and flexible operational model means that the business can easily be relocated and scaled up without substantial increase in fixed costs. There is no real estate involved, offering flexibility for potential buyers to integrate this business into existing operations or to establish a standalone office.

Market Competition and Expansion:

This business showcases tremendous growth potential through additional marketing efforts. Currently, its growth is driven largely by referrals, showcasing the strong reputation and client satisfaction levels. Investing in modern digital marketing strategies and exploring new market segments outside the existing client base could significantly increase revenues. Additionally, expanding the team and leveraging remote work models could further scale operations efficiently.

Reason for Selling:

After over three decades of successful operation and growth, the owner(s) are ready to retire. The owner(s) desire is to pass on the legacy and see the business thrive under new ownership. Kindly ask the seller for more information.

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

Documents:

Relevant Links:

Opportunity Update!

Exciting update: Highly Profitable Financial Services Firm For Sale 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!

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

Read More
Cash Flow $710,000
Revenue $1,500,000

Asking Price: $800,000

Established Health Insurance Book | Recurring

Not Disclosed, WA
Clark County

This opportunity represents a turnkey acquisition of an established Medicare and individual health insurance book generating recurring, carrier‐paid commissions and continuous referrals from a long‐tenured client base. The portfolio manages more than $8.4 million in annual premium and benefits from an exceptionally strong 90% client retention rate driven by relationship‐based service and organic referrals. The client mix includes both Medicare and ACA Individual policyholders as well as a few small employer groups, with ACA members creating a natural Medicare age‐in pipeline for ongoing growth. The business operates fully remote through phone‐based consultations and maintains carrier appointments across Washington and Oregon, offering broad plan access and efficient renewal processes. This is an excellent fit for a licensed agent or agency seeking stable, increasing recurring revenue, high retention, continuous referrals and built‐in Medicare expansion opportunities. Key Highlights: Projected Commission Earnings 2026:  $260,000 Referral-Based growth (No marketing spend) Untapped Cross-Selling Ancillary Opportunities:  Indemnity, Critical Illness, Accident etc.    ACA Client Base Creating Medicare Sales Pipeline Recurring Carrier-Paid Commissions with consistent year-over-year growth Home-Based/Fully Remote Operation $8.4M Premium Under Management  90% Client Retention 28 Years’ Industry Experience Independent Since 2008 

Read More
Cash Flow $236,458
Revenue $8,400,000

Asking Price: $1,800,000

FinTech Licensing & Regulatory Advisory Firm

Tampa, FL
Hillsborough County

WebsiteClosers® presents a premier Fintech Advisory platform that assists international financial technology companies in launching compliant operations inside the United States. This company is renowned for its expertise in U.S. Money Services Business (MSB) licensing, focusing on regulatory compliance, banking access, and financial infrastructure consulting for companies seeking a structured path into the U.S. financial system. Their clients typically include remittance platforms, digital payment companies, crypto exchanges, and neobanks seeking to expand operations into one of the world's most regulated financial markets.This sale has substantial Seller Financing available to the right buyer. Ownership is very bullish on the company and has no issues financing a significant portion of the transaction.Their service model centers have helped companies move from regulatory planning to operational launch in less time than traditional legal or consulting channels. Their ability to guide international operators through licensing and banking requirements has positioned the business as a recognized advisor within this highly specialized segment of the fintech industry. The company offers a broad range of services covering the full lifecycle of regulated fintech operations. One of their most sought-after offerings is the sale of ready-made U.S. Money Services Business entities, enabling fintech startups to accelerate entry into the American payments ecosystem. These companies are delivered with corporate formation, FinCEN MSB registration, compliance documentation, and operational frameworks already prepared, allowing clients to move into regulated activity far faster than the traditional licensing route.Beyond entity setup, the firm also advises fintech operators pursuing U.S. Money Transmitter Licenses across multiple states. These licenses are essential for companies that transmit funds, operate payment programs, or run digital wallet platforms. The consulting process includes licensing strategy, regulatory communication, compliance policy development, and state-by-state rollout planning. The team assists fintech companies with the development of Anti-Money Laundering and Bank Secrecy Act programs, regulatory documentation, transaction-monitoring frameworks, and internal compliance policies. These services allow growing fintech companies to meet strict regulatory requirements without the need to hire senior compliance executives immediately.The platform also assists fintech companies with sponsor bank relationships and Banking-as-a-Service infrastructure. The company provides guidance for organizations seeking SWIFT connectivity and BIC code access, which are critical components for firms participating in global payment networks. More than 119 clients have engaged the firm’s services, with over 20 active engagements currently underway. Average project value is around $20,000, with many clients returning for additional licensing, compliance, or banking support after completing their first engagement.Monthly revenue grew from roughly $30,000 early in 2025 to more than $200,000 by the end of the year, reflecting rising demand for regulatory advisory and licensing support across the fintech sector. The business now operates with a lean contractor-based team that includes specialists in compliance, licensing consulting, sales, marketing, and client management. The company’s leadership has also built relationships with more than 50 fintech organizations worldwide, creating strong opportunities for repeat engagements and additional advisory work.Opportunities for growth are abundant, with potential avenues including expanding global financial licensing consulting and developing ready-made financial licenses for international markets. The company's strategic focus on U.S.-specific services positions it well for further international expansion, offering significant potential for a new owner to capitalize on this established market position. This fintech consulting brand represents an exceptional acquisition opportunity for buyers with expertise in sales or fintech compliance.Contact WebsiteClosers® today to explore this unique opportunity in the fintech consulting landscape.CODE NAME: Project Iron SummitWC 3953

Read More
Cash Flow $953,561
Revenue $1,679,673
$ Owner Financing Available

Asking Price: $530,000

YouTube Insurance Lead | 38K Subscribers

Tampa, FL
Hillsborough County

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established in 2022, with their YouTube presence dating back to 2010, giving the brand over a decade of digital authority in the insurance space. This company focuses on helping home and auto insurance shoppers make informed decisions. Their content answers real buyer questions and attracts high-intent consumers who are already searching for coverage options. Instead of chasing traffic with paid ads, they rely on consistent educational videos and topical industry updates that position the brand as a trusted guide.The foundation of this opportunity is a YouTube channel with more than 38,000 subscribers and 812,000 annual views. Monthly views range from 38,000 to 70,000, and the channel generates RPM rates of $72 to $83, which is strong for finance-related content. In 2025 alone, AdSense revenue reached $67,404. Content is published 1-2 times per week, with 78% evergreen material and 22% focused on trending industry topics. Educational videos account for 54% of the content mix, while promotional content accounts for 46%. This balance keeps the audience engaged while guiding viewers to request a quote. All leads originate directly from YouTube traffic, creating a clear and easy-to-follow acquisition path. The brand was built with transferability in mind, and the content focuses on subject matter over personality, allowing for a smooth transition to new on-camera talent. Key Valuation Points• 100% Revenue from YouTube AdSense• 38,000 YouTube Subscribers• $123,880 Potential Lead Value• 812,000 YouTube Views• 3,100 hours of watch time annually• 29% Lead Conversion• $67,000 AdSense Revenue• $72-$83 RPM• 2,300 Organic Leads • 15,000 Email ListTraffic flows from video descriptions and calls to action into a dedicated quote request page. The funnel is managed inside Hublly (High Level), which handles form capture, routing, email notifications, and SMS alerts to assigned agents. The numbers speak clearly. The full quote form converts at 29%, while basic forms on other pages convert at 26%. Over 2,300 organic leads were generated in 2025, and the seller estimates each lead is worth an average of $40.The website recently began tracking more than 1,000 monthly visitors , with the quote request page accounting for 50% of page traffic. This shows clear buyer intent rather than passive browsing. The operation is lean, no ad spend, and no contractors currently in place, no copyright strikes or compliance concerns on the channel, no licensing dependencies are required for operation.Right now, revenue comes exclusively from AdSense, while the majority of generated leads are distributed without formal monetization agreements. This leaves clear room for expansion. Structured pay-per-lead or revenue-share partnerships with agents, carriers, or FMOs could immediately turn existing traffic into an additional revenue stream. There is also a database of more than 15,000 past quote requests that can be used to develop an email marketing channel. Increasing video publishing frequency, hiring additional content creators, launching paid campaigns, and expanding into new insurance verticals are all viable next steps.This is a rare opportunity to acquire a long-standing digital media asset in the insurance space with strong RPM rates, high-intent traffic, a proven 29% conversion funnel, and over 38,000 engaged subscribers. A buyer who understands digital publishing, lead monetization, or insurance distribution will see clear paths to scale both revenue and impact. This business is poised for continued success in the ever-evolving digital insurance landscape, making it an enticing prospect for those looking to capitalize on a thriving online market. Contact SellerForce today to explore this exceptional acquisition opportunity!SF623

Read More
Cash Flow $177,383
Revenue $199,584

Asking Price: $1,200,000

Digital Gift Card and Mobile Payments Platform

Not Disclosed, CA
Not disclosed

PRE-REVENUE DIGITAL GIFT CARD EXCHANGE PLATFORM (TURNKEY INFRASTRUCTURE ASSET) Digital gift card platform which enables users to exchange purchased or received gift cards. Send and receive digital gift cards across a wide network of major U.S. brands, including national retailers, restaurants, and consumer services. The platform’s core differentiator is its flexible exchange feature, allowing recipients to swap unwanted gift cards for alternatives they prefer. This creates a “regret-free gifting” experience that increases redemption rates and improves end-user satisfaction compared to traditional single-brand gift card models. The system includes a consumer-facing web and mobile experience, backend gift card distribution integrations, fraud prevention tooling, and a scalable architecture designed to support both B2C and potential B2B use cases such as corporate rewards, incentives, and promotional campaigns. Positioned as a turnkey digital gifting infrastructure asset that could be leveraged by fintech companies, loyalty platforms, marketplaces, or marketing technology providers looking to expand into digital value distribution without building the stack from scratch. Assets include brand trademarks, platform codebase, domain assets, and existing supplier integrations. NDA AND PROOF-OF-FUNDS REQUIRED TO ACCESS CONFIDENTIAL INFORMATION.

Read More
Cash Flow Not Disclosed
Revenue Not Disclosed
$ Owner Financing Available

BusinessBroker.net is one of the largest business for sale marketplaces in the world that connects tens-of-thousands of business buyers and sellers every month. Sell a Business Online or if you’re a broker or a commercial agent sign up for a Business Broker Membership today!

    Add Businesses and/or Franchises
    To Basket For Free Information

    This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Review our cookies information for more details.