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Financial Services Businesses For Sale

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Well-Established & Profitable Insurance Agency for Sale – Turnkey

Arizona City, AZ

This is a rare opportunity to acquire a highly reputable, independently owned insurance agency that has been a trusted staple in the community for over 20 years. Known for its exceptional customer...

$250,000

$250,000

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Profitable Repossession Company with 16-Year Track Record in Savannah

Savannah, GA

Operating since 2009, this highly reputable repossession and asset recovery company has built a strong presence in the Southeast, servicing Georgia and South Carolina. The business specializes in the...

$925,000

$925,000

Cash Flow: $180,000

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Commission Express Franchises for sale in Central, West, & SWFL

Tampa, FL

Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...

2

$275,000

$275,000

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Full Service Accounting Firm in Northeast Colorado Springs

Colorado Springs, CO

This firm offers both individual and business tax planning, preparation, and consulting. Additional services include payroll, bookkeeping, Quickbooks setup/management, etc. With nearly $400K gross...

$295,000

$295,000

Cash Flow: $100,000

Premium Allstate Agency for Sale – Prime Location & Loyal Client Base

San Jose, CA

Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...

$1,450,000

$1,450,000

Cash Flow: $650,000

Jackson Hewitt Tax Preparation franchise for sale! Owner retiring!

Zephyrhills, FL

The JACKSON HEWITT TAX SERVICES Zephyrhills, FL Franchise, a steadfast local franchise providing Tax Preparation and Tax Return services for approximately Twenty years, has earned a reputation for...

5

$395,000

$395,000

Cash Flow: $127,595

Established Premium Elite Agency in Highly Sought San Antonio, TX

San Antonio, TX

This established $3,900,000 premium Elite agency is situated in the highly sought-after San Antonio, TX. The agency owner has built a successful business and is seeking a suitable successor to assume...

$810,000

$810,000

Established Farmer's Insurance Agency For Sale

Atlanta, GA

Seize the opportunity to acquire a growing Farmer’s Insurance Agency in Atlanta, GA, with a strong foundation and room for expansion. This agency has been in operation for one year and has already...

$165,000

$165,000

Cash Flow: $60,000

Help business owners exit and help buyers become business owners!

Oakland County, MI

Your role is to help business owners sell their business (or acquire businesses in some cases). As a business broker, you will have a window into the wonderful world of small business ownership and...

$75,000

$75,000

Cash Flow: $75,000

Semi-Virtual CPA Firm - Chandler, Arizona - $1.95 Million

Chandler, AZ

This CPA firm presents an exceptional opportunity for acquisition, featuring virtual operations, full staff, and real estate. The practice forecasts $1.5 million in gross revenue for 2025 and is...

$1,950,000

$1,950,000

Cash Flow: $603,000

Virtual Tax Planning Firm Specializing in Realtors

Washington

Established in 2017, this fully virtual accounting firm focuses on tax planning services tailored for real estate professionals. We have a loyal client base of approximately 150 clients, mostly...

$750,000

$750,000

High-Performing Attleboro Allstate Agency

Bristol County, MA

Rare opportunity to acquire one of Allstate’s top-performing ELITE agencies in the sought-after Attleboro, MA market. With $2.2 million in premium, a proven record of profitability, and a loyal...

$445,000

$445,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Meade Wallman

United Franchise Group

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$884,000

$884,000

Cash Flow: $351,456

Financial Services Business with Recuring Income

Greenville, SC

Imagine stepping into a business that practically runs itself while delivering steady, predictable income month after month. This established insurance agency is designed for someone like you who...

$131,900

$131,900

Cash Flow: $149,716

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Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

Turnkey Ins Agency – Sauk Centre, MN – $5K/Month Revenue

Sauk Centre, MN

Own a profitable insurance agency for sale in Sauk Centre, MN generating about $5,000 in monthly revenue with excellent client retention. This is a perfect entry point into the residual income,...

$90,000

$90,000

Cash Flow: $60,000

Farmers Insurance Agency

Josephine County, OR

Established Agency for Sale in beautiful Josephine County. There are business opportunities, and then there are Farmers business opportunities. If you’re an entrepreneurial minded individual looking...

$240,000

$240,000

NEW PRICE! Allstate Agency in Central Alabama

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

$975,000

Cash Flow: $283,000

Established Tax & Accounting Business | Loyal Clients, Owner Support

Scottsdale, AZ

This tax and accounting firm delivers strong profit margins, consistent revenue, and a loyal client base built entirely through referrals. With no current marketing, demand remains high — a clear...

$995,000

$995,000

Cash Flow: $379,068

Prime Haverhill, MA Allstate Agency

Essex County, MA

Don’t miss this rare opportunity to own a quality $1.7M premium Allstate agency in the desirable Haverhill, MA market. This book is built on loyal, long-term clients and delivers consistent...

$280,000

$280,000

Farmers Insurance Agency For Sale in Anaheim Hills, Ca

Anaheim, CA

Established Farmers agency for sale in Anaheim Hills. Client base is predominantly Arabic speaking. Option to take over office space that has been occupied by a Farmers agent for over 20 years....

$192,000

$192,000

A high traffic main street, high Income business and residential homes

$480,000 - Richland, WA

$480,000

Richland, WA

Allstate Agency: Prime Opportunity just outside of Nashville

Sumner County, TN

This established, $2.2M, Allstate Insurance Agency is located just North of Nashville, with approval for TN and KY! It has a solid reputation and a loyal client base. The agency benefits from...

$425,000

$425,000

MOTIVATED SELLER – $2.5M Premium / $20K/Month Revenue – Stillwater, MN

Stillwater, MN

Turnkey insurance agency for sale in Stillwater, MN with $2.5 million in premium and about $20,000/month in revenue from a loyal, established client base in Stillwater, MN. This profitable book of...

3

$300,000

$300,000

Cash Flow: $200,000

Allstate Agency in Grand Rapids, MI

Grand Rapids, MI

Ideal Allstate Agency to get started in the insurance industry or to merge with an existing agency. This $1.5M premium, eight-year old agency is currently in Elite status and earned bonus level in...

$315,000

$315,000

Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down!

Monmouth County, NJ

Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas...

$2,500,000

$2,500,000

Cash Flow: $697,703

Established Insurance Agency for Sale- Farmers Insurance

Murrieta, CA

Take advantage of a unique opportunity to acquire an established insurance agency with a strong foundation and a loyal client base. This agency offers consistent revenue through steady renewals and...

$250,000

$250,000

Established Tax & Accounting Practice

Mercer County, PA

Established tax and accounting practice offering comprehensive tax and accounting services. This established business has built a trusted reputation for delivering accurate, timely, and personalized...

$335,000

$335,000

Cash Flow: $159,464

Established Agency in La Mirada

La Mirada, CA

Established Farmers Insurance Agency For Sale in La Mirada! This is a great opportunity to purchase an established book of business with uncapped earnings potential. Insurance background required to...

$212,000

$212,000

Insurance Agency for Sale - Over $2M in Annual Premium!

Tucson, AZ

Here’s your opportunity to own a well-established Farmers Insurance agency based in sunny Tucson, Arizona. Serving clients throughout Southern Arizona, this agency has built a solid reputation for...

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$300,000

$300,000

Cash Flow: $160,000

High-Earning Tax Franchise – Semi-Absentee Friendly!

Greensboro, NC

This thriving tax prep business combines serious cash flow with a laid-back, high-energy vibe. Known locally for its friendly service and strong results, the business is built on repeat clients, a...

3

$540,000

$540,000

Cash Flow: $203,805

Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue

$12,000,000 - Clayton, NC

$12,000,000

Clayton, NC

Marty M. Fahncke

Westbound Road, LLC

Established Profitable Accounting and Tax Preparation Business

Colorado

This accounting and tax perparation business serves over 400 clients across the United States and enjoys excellent return business. The ideal buyer would be an enrolled agent with the IRS (an EA) with...

$465,000

$465,000

Cash Flow: $156,000

Farmers Insurance Agency Book of Business for Sale LA / OC

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA and OC area. This opportunity includes a book of business with approximately $1.8 million in annual premiums across a strong mix of Home,...

$150,000

$150,000

Cash Flow: $120,000

High-Income Potential Business Brokerage – Exclusive Territory

Santa Cruz County, CA

An outstanding opportunity to acquire an exclusive and well-established business brokerage territory in one of California’s most economically diverse and opportunity-rich regions. This territory...

$91,000

$91,000

National CPA & Advisory Firm Virtual Operations 80% Recurring Revenue

Florida

This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...

$7,000,000

$7,000,000

Financial Planning & Marketing App for Financial Advisory Firms

Marin County, CA

This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a...

$500,000

$500,000

Fee Accounting practice

Westminster, CO

Established Home-Based Accounting Practice - Westminster, CO This well-established accounting practice, operating continuously since 1996, presents an exceptional opportunity for an entrepreneur...

$150,000

$150,000

Cash Flow: $100,000

Profitable Hallandale Estrella Insurance Franchise For Sale

Hallandale Beach, FL

Turnkey Estrella Insurance franchise with a strong, active book of business and outstanding brand recognition. Located in a high-traffic, high-visibility area of Hallandale Beach, the office benefits...

4

$459,000

$459,000

Daniel Bertelson

REMAX Preferred Commerical

Serving Dane County, WI

RE/MAX Preferred Commercial Group adeptly represents all aspects of commercial investments, for both acquisitions and dispositions. They work with not only large investment groups and REITS, but also small or intermediate-level investment professionals. As members of a global real estate network with comprehensive investment and business asset resources, RE/MAX Preferred Commercial Group offers professional market knowledge on local market data, financing, and investment strategies.

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Farmers Insurance

Topeka, KS

Established Farmers Insurance. Policies are mainly car and home. Many opportunities to grow. Recent new product that could be offered....

2

$49,000

$49,000

Cash Flow: $70,000

Established Allstate Agency – Grossing $900K / Netting $480K

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

$2,500,000

Cash Flow: $480,000

DC/Baltimore ATM Business For Sale

$195,000 - Maryland

$195,000

Maryland

Turn-Key Insurance Agency in New Caney, Tx

New Caney, TX

Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...

$250,000

$250,000

CPA Firm For Sale - Retiring Owner - Minimal Owner Involvement

Austin, TX

Are you tired of working for someone else? Or ready to start your own firm? This CPA firm was established in Austin, TX in 2010, is a well-regarded accounting practice specializing in tax preparation...

$1,199,000

$1,199,000

Cash Flow: $406,572

SCA Appraisal Franchise San Diego

San Diego, CA

You are your own boss. You create your own hours. You can create your own book of business outside of SCA. You are guaranteed a foundation of work from which you can build on. All you need is a cell...

$65,000

$65,000

Established Health Insurance Block of Business

Boca Raton, FL

Most agency listings offer an over-priced book of business. This is priced correctly to ensure you get your ROI & have the correct foundation to grow. We are offering a fully built and operational...

$350,000

$350,000

Established Farmers Insurance Agency-Houston

Houston, TX

Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a Farmers Insurance Agency...

2

$285,000

$285,000

Ft Myers Accounting Firm for Sale

Fort Myers, FL

ESTABLISHED ACCOUNTING & TAX PRACTICE - FORT MYERS, FL This profitable accounting and tax practice presents an excellent acquisition opportunity for practitioners looking to expand their client base...

$275,000

$275,000

Cash Flow: $100,000

Profitable CPA Firm – 37 Years – Must Speak Vietnamese

Orange County, FL

Profitable CPA Firm – 37 Years – Must Speak Vietnamese Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community....

$189,875

$189,875

Cash Flow: $115,275

Established Agency for Sale - Turn Key

Sandpoint, ID

Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...

2

$152,000

$152,000

Philadelphia, PA - ATM route for sale

Philadelphia, PA

12 ATM Locations in Philadelphia, PA area - All high-end Hotels - making $23,000/yr NET (outside of Gas and time) for sale for $45,000 Buyer must join the ACFN ATM franchise program. Franchise program...

$45,000

$45,000

Cash Flow: $23,000

Established Agency is Now Available In Highly Sought-After Katy, TX!

Harris County, TX

This established $4,950,000 premium agency is situated in the highly sought-after Houston suburb of Katy, TX. The agency owner has built a successful business and is seeking a suitable successor to...

$950,000

$950,000

Save Time & Money....Turnkey Insurance Agency

Miami, FL

Are you looking for a turnkey business opportunity with immediate revenue potential and long-term stability? Look no further. We’re offering a proven, franchise-backed insurance agency with a strong...

3

$60,000

$60,000

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.