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Financial Services Businesses For Sale

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Start-upLoan Service Businesses FOR SALE ("TURN-KEY")

Are you looking to step into the financial services industry with a ready-made business? Are you looking to start generating 100K every month? The Potential is HERE Your search ends here! Discover a...

$5,000

2

$5,000

Start-up
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Start-upProven systems for Success within Insurance

What’s Included in the Opportunity: Industry Leading Bonuses Technology & Tools including Farmers proprietary systems, CRM, quoting software, and digital infrastructure Ownership of Book of Business...

$500

2

$500

Start-up
Start-upMerchant Processing Business For Sale!!!

Merchant Processing Business For Sale!!! Are you looking to step into the financial services industry with a ready-made business? Are you looking to start generating 10K to 20K every month in...

$5,000

2

$5,000

Start-up
Start-upSide Hustle or Full Time Bus Cost Analysis w/ BIG Profits from Home!

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$44,000

$44,000

Start-up
Start-up$1 for a Fully Automated Real Estate Investing Business!!

Are you looking for passive income? Would you like to invest in a hands-off opportunity FOR JUST $1 UPFRONT, where an experienced company handles everything from A to Z, and you simply receive 70% of...

$1

$1

Start-up
Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

$625,000

Cash Flow: $332,000

High-Profit Auto Finance Company + Multi-Location Auto Group

Massachusetts

Price: $15,000,000 (Excludes Inventory & Finance Capital) Gross Revenue: $88,000,000 Cash Flow: $3,000,000 Monthly Payroll: $447,000 Inventory: $29,000,000 (Not Included) Years in Business: 20...

$15,000,000

$15,000,000

Cash Flow: $3,000,000

Colorado - The #1 State To Own a Business

Lakewood, CO

This established $5,300,000 premium agency is located in a highly sought after Denver suburb. The agency owner has built an amazing business, will be retiring and is looking for the right successor to...

$1,405,000

$1,405,000

New Allstate Listing! Buford Georgia!

Buford, GA

For Sale: Highly Profitable Allstate Agency in Buford, GA This is a rare opportunity to acquire a thriving, turnkey Allstate insurance agency in the desirable Buford, Georgia market. This...

$1,440,000

$1,440,000

Cash Flow: $538,987

SBA Pre-Qual Digital Marketing Agency | Accounting & Financial Focused

Tampa, FL

WebsiteClosers® presents a 5-year Full-Service Digital Marketing Agency that has become a trusted partner for marketing solutions tailored to CPAs and Accounting Firms across the United States. Their...

$1,400,000

$1,400,000

Cash Flow: $314,280

Allstate Agency in New Orleans Suburb

Jefferson County, LA

Exceptional opportunity in this $2.25M Allstate agency with 90%+ retention nestled in the SE suburbs of New Orleans, LA! Act now to seize the chance to acquire this well-established agency with a...

$389,000

$389,000

High Growth Tax Resolution Company

New York

Unique acquisition opportunity in the fast-growing tax settlement and resolution services sector. The Company provides specialized solutions to individuals and businesses facing significant tax...

$9,500,000

$9,500,000

Cash Flow: $2,813,000

Elite Allstate Agency DFW Flower Mound, Texas Book Only

$810,000 - Flower Mound, TX

$810,000

Flower Mound, TX

Very Profitable Lending Business-Absentee Run !

Palm Beach Gardens, FL

Step into a high-performing, absentee-owned mortgage lending business in one of the most vibrant and opportunity-rich markets in the U.S.—South Florida. Well-established, 5-star google rated firm...

$300,000

$300,000

Cash Flow: $245,740

South of Metro CPA Firm – $1,000,000 + Revenue

Minnesota

Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services,...

$1,300,000

$1,300,000

Cash Flow: $427,599

Andrew Cagnetta

Transworld Business Brokers

Serving Miami-Dade County, FL

Transworld Business Advisors is the world leader in business sales, mergers and acquisitions, commercial real estate, and franchise sales. We are truly an entrepreneur's secret weapon to success! Transworld spends more money marketing businesses for sale than any other business brokerage franchise. Hands down. By successfully selling businesses since 1979, we have developed a robust and unmatched buyer and partner network that helps us complete deals quickly and at the highest level of professionalism. We specialize in finding the right buyers for good businesses. Our extensive network of business brokers and transaction coordinators worldwide boasts 250+ franchise offices and nearly 1000 team members. Because of our size, training, continued education, and communication, our network offers an unequaled distribution of exclusive business sale opportunities. Our team approach to Mergers and Acquisitions and Commercial Real Estate ensures that even the most complex and demanding transactions are executed with five-star proficiency. Whether we represent an acquisition-minded corporation or an adventurous entrepreneur, Transworld Business Advisors is the best option for successful business sales.

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Kcmo Accounting & Tax Firm For Sale

Jackson County, MO

The seller of this long-standing Kansas City. Missouri Accounting firm is approaching retirement and seeking a qualified buyer to take over the practice. For over 30 years, this Accountant has...

$228,000

$228,000

Small Business Consulting Firm & Partnership

State College, PA

The Opportunity is to run your own Consulting and Advising business that focuses on small and medium size businesses. We have found this to be an under-utilized segment in the market. It is very...

$25,000

$25,000

Cash Flow: $87,000

Real Estate Brokerage Franchisor- over 80 locations nationwide!!!

Florida

This established real estate brokerage franchisor presents a strategic acquisition opportunity within the financial services sector. Founded in 2018, the organization has successfully developed a...

$3,000,000

$3,000,000

Cash Flow: $687,390

$800,000 Revenue; Independent Insurance agency for sale in Miami

Miami Gardens, FL

This well-established insurance agency, located in Miami, Florida, boasts a book of business valued at approximately $7 million, generating around $800,000 in annual revenue for 2024. Serving a...

$1,800,000

$1,800,000

Insurance Claims Firm | $1.25M Profit, Explosive Growth

Florida

INSURANCE CLAIMS FIRM - EXPLOSIVE GROWTH OPPORTUNITY This debt-free, fully remote insurance claims firm offers a rare opportunity to acquire a turnkey platform with extraordinary national scalability....

$14,500,000

$14,500,000

Cash Flow: $1,250,000

OC CA Commercial P&C Insurance Agency For Sale

Fountain Valley, CA

This is an excellent opportunity to acquire a 95% commercial small business P&C insurance book, ideal for expanding your existing agency. The client base comprises Mandarin and English-speaking small...

$850,000

$850,000

Cash Flow: $246,339

Maryland CPA Firm Acquisition Opportunity

Washington County, MD

This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...

$520,000

$520,000

297-ATM Empire Generates $570K+ Annually

$1,596,600 - Austin, TX

$1,596,600

Austin, TX

Accounting Practice SBA Pre-approved!

Santa Rosa County, FL

This established CPA firm provides full-service accounting, bookkeeping and consulting services in NW Florida. This business can be purchased by a qualified buyer, with an SBA loan with as little as...

$450,000

$450,000

Cash Flow: $228,985

Well Built Land Wholesaling Business

Denver, CO

My wife and I have a very profitable land business. The business model is simple and extremely profitable. Knowing how to build it is not simple. Looking to potentially sell the business to the right...

6

$1,200,000

$1,200,000

Cash Flow: $600,000

Unlock Financial Freedom: Profitable Opportunity - Money Coach Group

Chester County, PA

Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...

$139,000

$139,000

Cash Flow: $145,823

Allstate Agency in Douglasville, GA

Douglasville, GA

Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...

$1,600,000

$1,600,000

Allstate Agency in Cedartown, GA

Cedartown, GA

This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...

$299,000

$299,000

Highly Effective Local Credit Repair Business

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$149,000

$149,000

Cash Flow: $55,098

BUSINESS FUNDING SERVICE Business - $900K a year profit potential

Duncans Mills, CA

EXCLUSIVE LICENSING RIGHTS to a 23-year-old established funding service business that has helped hundreds of new owners purchase their business without the need for any bank loans. And they received...

$120,000

$120,000

Cash Flow: $430,000

Lead Generation Agency | Financial Services & Marketing Sectors

Tampa, FL

WebsiteClosers® presents a cutting-edge B2B Lead Generation Company that has become a formidable player in both the Financial Services and Marketing sectors. With a specialization in cold email...

$1,250,000

$1,250,000

Cash Flow: $333,419

Farmers Insurance agency

Denver County, CO

Thriving Farmers agency with 12 plus years of operations. Tenured staff with the CSR/ producer being here the entire time. Devoted long-term clients with a heavy focus on P&C as well as commercial and...

6

$340,000

$340,000

Cash Flow: $170,000

Scalable Early Out & Patient Billing Company for Sale

$425,000 - Utah

$425,000

Utah

Tiffany Barnes

Business Brokers of Utah

Pawn Shop with instant revenue.

Port Richey, FL

Well established in the area with a large repeat clientele. The showroom and backroom are roughly the same size at about 800 sqft each. Two employee bathrooms, a small kitchen and office area. Well...

$199,999

$199,999

Cash Flow: $115,000

Turn-Key Business Opportunity With Excellent Growth Potential- Arizona

Flagstaff, AZ

Are you looking for a turn-key business opportunity with excellent growth potential, located in the highly desired state of Arizona? This established, $4,400,000 premium, agency is located in...

$1,050,000

$1,050,000

Established Insurance Agency for Sale

Travis County, TX

We have a great agency ownership opportunity located in beautiful and desirable Austin Texas area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on. Why...

$50,000

$50,000

Innovative, Fed Regulated Sports Performance Trading Platform

Miami, FL

Overview Introducing the world’s first federally regulated platform transforming sports performance into a tradable asset class. This pioneering model creates a fully compliant, equity-style...

$40,000,000

$40,000,000

Large Insurance Agency Now Available

Houston, TX

A large Allstate insurance agency is available for acquisition. Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements....

$4,250,000

$4,250,000

Cash Flow: $1,750,000

Captive Allstate Agency for Sale – Spokane, WA

Spokane County, WA

An exceptional opportunity to acquire a well-established Allstate agency in Spokane, Washington. Whether you're an existing Allstate agent looking to expand via merger or satellite office, or an...

$1,000,000

$1,000,000

Fully Remote Established Tax/Bookkeeping Practice

Larimer County, CO

Established Tax and Bookkeeping Practice - Fully Remote Operation This well-established accounting practice offers an exceptional opportunity for buyers seeking a profitable, location-independent...

$75,000

$75,000

Cash Flow: $40,000

Scott Lee

Best Choice Realty

Serving Snohomish County, WA

Best Choice Realty

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Rapidly Growing CPA Firm with 40+% Cash Flow in Central California!

California

* Both young owners are willing to stay on for the right situation. One wants to continue working in the business. * Premium Fees $2,343 for business return and $1,200+ for individual returns (half...

$3,750,000

$3,750,000

Profitable Insurance Agency in Lauderdale Lakes, Florida for Sale

Fort Lauderdale, FL

The agency has a high cross selling opportunity and is located in a booming market of Lauderdale Lakes, Florida. The agency has a high future growth potential and has 90% client retention rate....

$1,300,000

$1,300,000

North Broward Well Established Accounting Firm For Sale.

$700,000 - Broward County, FL

$700,000

Broward County, FL

Highly Profitable, Absentee-Run Money Exchange Business

Miami-Dade County, FL

Excellent absentee Owner business 16 YEARS in Business with a special niche of offering currency exchange for locals, corporations, travel agencies, tourists, and banks referrals. Great locations...

$1,700,000

$1,700,000

Cash Flow: $350,000

Allstate Insurance Agency in Lexington County, SC

Lexington County, SC

$654K in premiums! A rare opportunity to purchase a successful Allstate agency in Lexington County, South Carolina - without all of the initial startup costs and concerns. This agency has an...

$79,000

$79,000

Medical Overpayments Recovery Business

California

This absentee-run healthcare overpayment recovery company has been specializing in recovering payer account balances for major health insurers since 1996. It’s earned a strong reputation as a trusted...

$10,500,000

$10,500,000

Cash Flow: $2,131,460

Full Service Accounting Firm For Sale

REAL ESTATE INCLUDED

Josephine County, OR

The business is a full-service accounting firm licensed in rural Oregon. The Company offers a broad range of services for business owners, executives, independent professionals, individuals and...

$614,000

$614,000

Cash Flow: $187,498

REAL ESTATE INCLUDED

Established Farmers Insurance Agency

Lilburn, GA

Excellent opportunity to purchase a well-established book of business with an historic 85% retention of existing clients over the past 6 years. Purchase an existing book of business with immediate...

$190,000

$190,000

Cash Flow: $70,000

Established Insurance Agency for Sale in Stanton

Stanton, CA

Established Farmers Insurance Agency – Stanton, CA | Well-Established | Turnkey Opportunity Business Overview Take advantage of a rare opportunity to acquire a profitable, long-standing Farmers...

$120,000

$120,000

Cash Flow: $79,000

$3 Mn Insurance Agency in Hollywood, Florida for Sale

Hollywood, FL

The owner is willing to stay on for 2 years. The loss ratio for the agency are under 50%....

$650,000

$650,000

Long Established Profitable CPA practice including Office building

REAL ESTATE INCLUDED

Tennessee

Seize this rare chance to acquire a thriving, well-established CPA practice paired with a valuable office building! Perfect for a new or mid-level CPA, this turnkey business boasts a loyal client base...

$500,000

$500,000

Cash Flow: $99,372

REAL ESTATE INCLUDED

Proven Insurance Agency for sale

Berlin, MD

Proven Insurance Agency for Sale - Berlin, MD Established in 1945, this well-established insurance agency offers a turnkey opportunity in Worcester County's stable insurance market. Specializing in...

$100,000

$100,000

North Carolina is the Number 1 State to Own a Business!

Raleigh, NC

This established $4,300,000 premium agency is located in the highly sought after Raleigh, North Carolina. The agency owner has built an amazing business, will be making a shift for personal reasons to...

$900,000

$900,000

Thriving turn key Farmers Insurance Agency (Boise, Idaho)

Boise, ID

Rare opportunity to own an established Farmers Agency. This well-established agency offers an ideal pathway into the insurance industry. With a strong presence in Commercial, Life, Property, and...

$350,000

$350,000

Buy a Financial Services Business

Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.

Some of the most popular categories of financial services businesses include:

  

Market Overview

Number of Business Listings Analyzed   936
Median Asking Price   $500,000
Median Reported Revenue   $430,000
Median Reported Earnings   $210,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

  

Financial Services Business Valuation Multiples

Range Revenue Earnings (SDE)
Lower Quartile   1.02 1.81
Median   1.18 2.36
Upper Quartile   1.46 3.13
Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price.

  

Read the Report:

Financial Services Business Valuation Benchmarks

  

Sell Your Financial Services Business

For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.