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47
franchises in the
Financial Services
industry

Financial Services

franchises for sale

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COMMISSION EXPRESS

1996

38

New
+
-7%
-7%

$10,000 to $50,000

$172,000

$302,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

P3 Cost Analysts

2018

45

New
+
29%
29%

$59,500

$69,000

$86,000

n.a.

$144,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

TAB

1996

101

New
+
-21%
-21%

$44,000

$54,000

$97,000

n.a.

$73,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Fiesta Insurance

2006

219

New
+
-11%
-11%

$25,000

$88,000

$172,000

n.a.

$285,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Pronto

2009

29

New
+
-28%
-28%

$30,000

$27,000

$115,000

n.a.

$690,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Legacy Claims Services

2023

29

New
+
n.a.
n.a.

$49,900

$68,000

$138,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

We Insure

2009

197

New
+
6%
6%

$50,000

$44,000

$137,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Keystone Insurers Services Group

1999

274

New
+
-2%
-2%

$12,500

$27,000

$99,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Estrella Insurance

2008

201

New
+
18%
18%

$25,000

$12,000

$84,000

n.a.

$398,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Transworld Business Advisors

2010

452

New
+
19%
19%

$67,500

$104,000

$131,000

n.a.

$230,000

$xxx,xxx

+
-4.5%
+
xx%

n.a.

-4.5%
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Jackson Hewitt Tax Service

1986

3092

New
+
-16%
-16%

$50,000

$96,000

$128,000

n.a.

$96,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

SCA

2007

87

New
+
-16%
-16%

$10,000 to $50,000

$27,000

$80,000

n.a.

$188,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Paramount Tax & Accounting

2018

54

New
+
157%
157%

$40,000

$72,000

$157,000

n.a.

$104,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Focus CFO

2018

59

New
+
-53%
-53%

$35,000

$36,000

$64,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

SCHOOLEY MITCHELL

1997

201

New
+
20%
20%

$68,000

$71,000

$81,000

n.a.

$124,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Freeway Insurance

2021

19

New
+
n.a.
n.a.

$25,000

$35,000

$84,000

n.a.

$121,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Expense Reduction Analysts

1993

144

New
+
-1%
-1%

$69,900

$76,000

$106,000

n.a.

$297,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Ledgers

2020

4

New
+
-43%
-43%

$15,000

$28,000

$70,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Goosehead Insurance

2011

1103

New
+
-22%
-22%

$50,000

$66,000

$109,000

n.a.

$113,000

$xxx,xxx

+
20.7%
+
xx%

n.a.

20.7%
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Supporting Strategies

2013

98

New
+
-2%
-2%

$60,000

$75,000

$98,000

n.a.

$434,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

40.8%

xx%

n.a.

n.a.

xx%

n.a.

Charles Schwab

2011

95

New
+
16%
16%

$25,000

$79,000

$222,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Padgett Business Services

1975

167

New
+
-3%
-3%

$59,700

$85,000

$117,000

n.a.

$477,000

$xxx,xxx

+
5.6%
+
xx%

n.a.

5.6%
-xx%

n.a.

xx%

n.a.

34.6%

xx%

n.a.

Brightway Insurance

2008

333

New
+
16%
16%

$50,000

$57,000

$160,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

WCH Service Bureau

2017

0

New
+
n.a.
n.a.

$24,999

$55,000

$75,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Booxkeeping

2020

4

New
+
300%
300%

$44,995

$62,000

$69,000

n.a.

$157,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

46.4%

xx%

n.a.

34.4%

xx%

n.a.

Ameriprise

1999

3855

New
+
-7%
-7%

$1,500

$12,000

$130,000

n.a.

$845,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Liberty Tax Service

1973

1813

New
+
-15%
-15%

$15,000

$42,000

$61,000

n.a.

$132,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Veronica's

2020

9

New
+
50%
50%

$50,000

$79,000

$140,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Retirement Income Source

2019

27

New
+
-10%
-10%

$25,000

$100,000

$226,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

GlobalGreen Insurance Agency

167

New
+
0%
0%

$10,000

$33,000

$70,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Family Financial Centers

2004

55

New
+
4%
4%

$40,500

$224,000

$309,000

n.a.

$151,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Lendio

2016

121

New
+
116%
116%

$46,000

$46,000

$117,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Frontier Adjusters

1957

527

New
+
-14%
-14%

$15,000

$22,000

$30,000

n.a.

$36,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

ATAX

2007

111

New
+
59%
59%

$35,000

$59,000

$79,000

n.a.

$80,000

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Motto Mortgage

2016

234

New
+
60%
60%

$35,000

$61,000

$90,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Federal Injury Centers

37

New
+
825%
825%

$49,000

$107,000

$160,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

H&R Block

1956

2339

New
+
-15%
-15%

$2,500

$32,000

$158,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

All Nevada Insurance

2009

14

New
+
40%
40%

$25,000

$59,000

$145,000

n.a.

$0

$xxx,xxx

+
n.a.
+
xx%

n.a.

n.a.
-xx%

n.a.

xx%

n.a.

n.a.

xx%

n.a.

WCH Service Bureau

WCH Service Bureau is a business-services franchise offering medical-billing, credentialing and revenue-cycle-management solutions, serving healthcare providers and practices, and known for proven software, low-cost startup package, and strong remote-model support.

Franchisees

?

0
+
n.a.
n.a.
Investment

?

$55,000 - $75,000
Financial Services
Other Financial Services

Pronto

Pronto Insurance is an insurance-franchise offering auto, home, business, and specialty coverage, serving Hispanic-market retail clients, and known for low-cost retail locations, strong brand awareness in Hispanic communities, and turnkey franchise support.

Franchisees

?

29
+
-28%
-28%
Investment

?

$27,000 - $115,000
Financial Services
Insurance

Legacy Claims Services

Legacy Claims Services is a claims adjusting and disaster response franchise offering property & casualty claims management, serving insurance companies and homeowners, and known for fast mobilization, trained adjusters, and national reach.

Franchisees

?

29
+
n.a.
n.a.
Investment

?

$68,000 - $138,000
Financial Services
Insurance

GlobalGreen Insurance Agency

GlobalGreen Insurance Agency is an insurance franchise offering home, auto, life, business, and specialty policies, serving local communities, and known for combining national carrier access with personalized service and franchisee support.

Franchisees

?

167
+
0%
0%
Investment

?

$33,000 - $70,000
Financial Services
Insurance

All Nevada Insurance

All Nevada Insurance is an insurance brokerage franchise offering personal and commercial policies from multiple carriers, providing turnkey operations, comprehensive training, and marketing support to franchisees aiming for profitable growth.

Franchisees

?

14
+
40%
40%
Investment

?

$59,000 - $145,000
Financial Services
Insurance

Lendio

Lendio is a financial services franchise that operates as a small business loan marketplace, connecting entrepreneurs with a network of lenders to secure funding. Franchisees assist local businesses in obtaining loans, leveraging Lendio's technology and lender partnerships to streamline the financing process.

Franchisees

?

121
+
116%
116%
Investment

?

$46,000 - $117,000
Financial Services
Other Financial Services

Family Financial Centers

Family Financial Centers is a financial services franchise providing check cashing, bill payment, and small business banking solutions.

Franchisees

?

55
+
4%
4%
Investment

?

$224,000 - $309,000
Financial Services
Other Financial Services

Booxkeeping

Booxkeeping is a bookkeeping franchise offering outsourced financial management, tax services, and business consulting for entrepreneurs and startups.

Franchisees

?

4
+
300%
300%
Investment

?

$62,000 - $69,000
Financial Services
Other Financial Services

Ledgers

Ledgers is an accounting and bookkeeping franchise that provides tax preparation, payroll, and financial consulting services to small and medium-sized businesses.

Franchisees

?

4
+
-43%
-43%
Investment

?

$28,000 - $70,000
Financial Services
Tax

Estrella Insurance

Estrella Insurance offers a wide range of insurance products, providing affordable and personalized coverage options to meet individual and business needs.

Franchisees

?

201
+
18%
18%
Investment

?

$12,000 - $84,000
Financial Services
Insurance

‍Key Sub-Industries in Financial Services Franchising

The financial services franchise industry offers a wide range of opportunities across various sub-sectors. Here are some of the key sub-industries within financial services franchising:

  • Tax Preparation Services: Tax franchises are among the most popular in the financial services sector, providing tax filing and preparation services for individuals and businesses. As tax regulations grow more complex, these franchises benefit from a high demand for professional help.
  • Accounting and Bookkeeping: Franchises in this sector focus on providing bookkeeping, payroll, and accounting services to small businesses and entrepreneurs. With a strong demand for financial management services, accounting franchises offer a steady stream of clients.
  • Insurance Services: Insurance franchises offer a range of products, including health, life, auto, and property insurance. As individuals and businesses seek comprehensive insurance solutions, this sub-industry presents a consistent revenue opportunity.
  • Financial Consulting and Wealth Management: Consulting franchises provide personalized financial advice, retirement planning, and investment management services. These franchises cater to clients seeking professional guidance in managing their wealth and securing their financial future.

How to Choose the Right Financial Services Franchise

Choosing the right financial services franchise involves assessing your skills, investment level, and the specific services you wish to offer. With 27 franchisors operating in this sector, you’ll find a wide range of options, from tax preparation to insurance and wealth management.

The initial investment for financial services franchises typically ranges from $50,000 to $150,000, depending on the type of service and location.

It’s essential to evaluate the training and support provided by the franchisor, as many financial services require specialized knowledge and certifications. Look for franchisors that offer comprehensive training, marketing support, and a strong brand presence in the industry to help you succeed.

‍

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