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Financial Services Businesses For Sale

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Industry Info
$620,000 Revenue Property/ Casualty Agency
Asset Sale

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Not Disclosed

Medicare Advantage Book - Greenville Cnty, SC #120713
Asset Sale

Greenville County, SC

MEDICARE ADVANTAGE INSURANCE BOOK - GREENVILLE COUNTY, SOUTH CAROLINA This established Medicare Advantage insurance book represents a premium acquisition opportunity in Greenville County, South...

$285,000

$285,000

Licensed Captive Insurance Company for Sale
Asset Sale

Phoenix, AZ

This business specializes in providing tailored captive insurance solutions for businesses seeking greater control over risk, insurance costs and long-term savings. Why This Business Stands Out A...

$200,000

$200,000

Registered Investment Advisor
Asset Sale

Jacksonville, FL

Registered Investment Advisor (RIA) with a vision of investment management for business owners, family estates, individual investors, etc. The Firm is registered as an investment adviser and is...

$7,000,000

$7,000,000

Established Tax Franchise | Exclusive Territory in Pembroke Pines
Asset Sale

Fort Lauderdale, FL

xceptional opportunity to acquire a well-established tax and accounting franchise with exclusive territory in Pembroke Pines, Florida, one of the fastest-growing and most dynamic markets in South...

$99,000

$99,000

White-Label Operating Licenses from a highly scalable Payroll Company
Asset Sale

San Juan

Asset Sale Opportunity: White-Label Payroll Operating Licenses Established payroll technology company offers white-label operating licenses for accounting professionals seeking to expand their service...

$5,000

$5,000

Mortgage Lender Database
Asset Sale

Los Angeles, CA

Top Producing Los Angeles County, CA lender is selling his 20 year database of over 8000+ clients in his database. Loans provided by Bank of the West, Bank of Montreal, Newrez, Guaranteed Rate,...

Not Disclosed

Not Disclosed

Innovative Financial Platform Concept – Front-End Complete
Asset Sale

Palm Beach, FL

This is a rare opportunity to acquire a cutting-edge financial platform concept built to streamline bill payments, monitor multiple accounts, manage money efficiently, and optimize credit scores. With...

$5,000

$5,000

Branded Insurance Agency Asset Sale
Asset Sale

Schenectady County, NY

HS Listing ID-69497 An excellent opportunity to acquire an established Insurance agency in New York, featuring a healthy, well-performing book of business and meaningful growth potential. The agency...

$700,000

$700,000

Pre-Revenue Fintech Platform Currently In Market Testing
Asset Sale

Philadelphia, PA

Unique opportunity to purchase a “ready to scale” subscription-based Financial Analytics Software Company with first product in market testing with clients. Cost-effective, easy-to-use software tool...

$500,000

$500,000

Southern Indiana Area Accounting Firm For Sale
Asset Sale

Indiana

The firm has a solid foundation with a diverse clientele base in both accounting and tax preparation. It boasts a loyal, long-term customer base, with growth driven primarily by referrals and word of...

$226,070

$226,070

Revolutionizing Stock Market Gaming for the Millennial Generation
Asset Sale

Boca Raton, FL

A new wave of investors has arrived—and they’re not getting what they need. Millennials are flocking to the stock market in search of income, empowerment, and financial freedom, yet most platforms...

$45,000

$45,000

Prime real estate in Bristol RI
Real Estate Only

Bristol, RI

Fantastic business opportunity. This property includes 500-502 Metacom Ave. there is an existing traffic light on Metacom Avenue to enter both properties . Could purchase separately price to be...

$3,470,000

$3,470,000

Established Insurance Agency For Sale

$130,000 - Depew, NY

$130,000

Depew, NY

Office Building for Lease
Lease Only

Fresno, CA

– Well-maintained professional office building – Ample onsite parking – ADA-accessible entrance – Exterior signage opportunities – Landscaped surroundings – High-visibility location...

Not Disclosed

Not Disclosed

Turnkey Professional Office Building with Endless Possibilities
Real Estate Only

Prentice, WI

Exceptional commercial opportunity in the heart of the Northwoods! Constructed in 2008 as a financial institution, this impressive 4,722+/- sq. ft. building offers a level of quality, design, and...

$399,900

$399,900

John Fullerton

Transworld Business Advisors

Serving Douglas County, NE

We sell your company and/or real estate, value your business and market it at no up-front cost. Buy a company, building or franchise, lease commercial space. Real estate and business brokerage, and professional Business Valuation. We also convert businesses into franchises and provide Advice and Business consulting.

Contact Me >

Contact me
Prime Wash Park Retail/Office Space for Lease
Lease Only

Denver, CO

This highly visible commercial space offers a fantastic leasing opportunity in Denver’s desirable 80209 zip code, right in the heart of the prestigious Washington Park neighborhood. Perfectly sized...

Not Disclosed

Not Disclosed

Exceptional End Unit In Newbury Harbor - Excellent Visibility!
Lease Only

Newbury, NH

Position your business in the heart of highly desirable Newbury Harbor with this exceptional end-unit commercial space. Formerly utilized as a bank, this well-located property offers a versatile...

Not Disclosed

Not Disclosed

"(( RBOMN ))": Bank Property WI Vacant Hudson, WI
Real Estate Only

Hudson, WI

Banks lease will expire and they are leaving in October 2026. Lease option $12,000 NNN....

$1,550,000

$1,550,000

Executive Office Suite for Lease – Palisades Mill
Lease Only

Wakefield, RI

Executive Office Suite for Lease – Palisades Mill Elegant third-floor office suite located within the sought-after Palisades Mill complex in the charming village of Peace Dale/Wakefield. This...

Not Disclosed

Not Disclosed

Well Established CPA Firm in SLO CA
Real Estate Only

San Luis Obispo, CA

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...

Not Disclosed

Not Disclosed

How would like to be REWARDED for just helping? Big $$$
Start Up

"Imagine Helping 2 People and Watching $100s to $1000s Flow to You Weekly" Let's keep it real... Actually $300,000 minimum profit is just the beginning in year one. Most people wake up, go to work,...

$35

$35

Commercial Kitchen For Lease
Start Up

Located in the I-75 shoulder, these ghost kitchens see fantastic delivery demand from local residents in downtown and all of the surrounding neighborhoods.? A large outdoor parking space provides a...

$5,000

$5,000

Farmers Insurance Agency
Start Up

Own Your Future with a Farmers Insurance Agency Opportunity Step into business ownership with the support, brand recognition, and resources of Farmers Insurance through the Farmers Retail Program....

Not Disclosed

Not Disclosed

Established Insurance Agency

Chico, CA

Chico, CA

Buy or Sell a Financial Service Business
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed401
Asking Price$531,249
Reported Revenue$472,788
Reported Seller's Discretionary Earnings$213,217
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$275,000$531,249$990,000

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$255,259$126,910
Median$472,788$213,217
Upper Quartile$927,222$370,677

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.041.96
Median1.252.55
Upper Quartile1.553.44

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $531,249, though prices range from under $275,000 to well over $990,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $472,788 and owners earn a median of $213,217, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses, revenue multiples range from 1.04 to 1.55, with a median of 1.25. Earning multiples range from 1.96 to 3.44, with the median at 2.55. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.55 times its annual owner earnings.

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