Suffolk County, MA
This new CPA practice for sale in Northern Middlesex County, Massachusetts is projected to gross approximately $1,380,000 in 2026! Revenue flows steadily throughout the year, with about 75% coming...
Financial Services Businesses For Sale
Industry Info
Northern Middlesex County, MA CPA Practice for Sale
Established ATM Route in Northern Colorado - $39K Cash Flow
Longmont, CO
Take advantage of a truly turnkey investment with this established ATM route operating along the high-traffic I-25 corridor in Northern Colorado. The route features 32 strategically placed machines,...
Cash Flow: $39,289
Allstate Agency in Copperas Cove, TX
Copperas Cove, TX
Fantastic older $2.78M Allstate agency of 35 years with many 20-year plus customers makes for great cross-selling opportunities. This book of business has been community groomed and has a loyal...
Cash Flow: $210,000
Silver Valley Idaho Agency for Sale
Kellogg, ID
SILVER VALLEY IDAHO INSURANCE AGENCY FOR SALE Established Farmers Insurance franchise serving the historic mountain community of Kellogg, Idaho since 2005. This well-positioned agency offers a rare...
5
Cash Flow: $40,000
Well Known State-Wide Connecticut Business Brokerage Business For Sale
Connecticut
Independent Well Known Connecticut Business Brokerage Available A well know Business Broker serving Connecticut for many years is available For Sale to be passed onto the next caretaker. We service...
2.0 Million Premium BoB Farmers Insurance Agency
Lansing, MI
PROFITABLE FARMERS INSURANCE AGENCY - LANSING, MI Established in 2022, this thriving Farmers Insurance franchise represents an exceptional opportunity to acquire a profitable agency with $2 million in...
High-Margin 401(k) & Investment Advisory Consulting Firm
Michigan
The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...
EBITDA: $750,000
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...
Consulting, Bookkeeping and Accounting Firm
St. Charles, IL
Consulting firm that focuses on serving small and mid size clients with Revenue between $2.0 mil and $40 mil in sales. Serving about 15 clients with top clients accounting for bulk of the revenue....
Cash Flow: $185,000
Established Farmers Agency in El Cajon | Spanish-Speaking Client
El Cajon, CA
Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...
Turnkey Profitable Ins Agency for Sale – Bloomington, MN | $26K+/month
Minneapolis, MN
ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE WITH AN EXIT STRATEGY? Buy a turnkey Farmers Insurance Agency for sale in Bloomington, MN. Asking...
Cash Flow: $313,000
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...
Premier South Texas CPA Firm
Texas
Exceptional Opportunity to Acquire a Long-Established, Highly Profitable CPA Practice This is a rare opportunity to acquire a well-established and respected CPA firm serving South Texas for over 20...
Cash Flow: $620,000
Established Business Brokerage
$99,000
San Diego County, CA
Leading Cost Reduction Consulting Franchise
Utah County, UT
This preeminent consulting franchise is dedicated to partnering with business owners to identify and implement substantial expense reduction strategies across a broad spectrum of operational areas. As...
$2mil premium Lewiston agency with enhanced bonus
Lewiston, ID
Established Insurance Agency - Downtown Lewiston Opportunity This turnkey insurance franchise presents an exceptional opportunity to acquire a profitable agency with over 30 years of operational...
Cash Flow: $132,000
Jim Albertson
Green & Co. Business Brokers
Serving Sarasota County, FL
The Green & Co. Difference -We don't just list a business for sale and hope a buyer comes along. We actively search for buyers for all of our listings. -We pride ourselves on going above and beyond when communicating with our sellers. One of the biggest complaints that we hear from business owners who have previously listed with another company is that they were listed and never heard from their broker again. We ensure regular and open communication. -We have an extensive buyer database of buyers who are waiting for the right business to come on the market. -We do more than just confidentially market our listings on the popular consumer websites and our central MLS, we use the best marketing tools and methods in the industry. -Confidentiality is king, so we screen and pre-qualify every potential buyer. It is our goal to make the process of either buying a new business or selling your current business as smooth and efficient as possible. We know how important confidentiality is to our sellers and we treat it with the utmost importance. Creating a win-win outcome for all parties involved is what we believe makes or breaks a deal. We use our knowledge and experience in the business industry to your advantage. As a result, our clients always come first. We pride ourselves on being responsive, communicative and hard-working. We have a "whatever it takes" attitude, and that is truly how we approach each and every business transaction that we help with.
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Self Service POS System Platform for Sale
Broward County, FL
This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon...
Own One of America's Best Small Business Opportunities
Leander, TX
Why This Agency Stands Out Established Farmers Insurance agency with an existing book of business Asking Price: $350,000 Strong recurring renewal revenue Loyal client base with long-standing...
Cash Flow: $500,000
Established Niche Accounting & Financial Services Firm
Beaufort County, SC
Well-established outsourced accounting and financial services business serving a specialized niche throughout the Lowcountry and Coastal South Carolina/Georgia region. The company has built a loyal...
Cash Flow: $84,000
Rural Accounting Firm and Building
REAL ESTATE INCLUDED
Blaine County, OK
70 miles from Oklahoma City, Well-established CPA practice serving farmers, individuals and small businesses throughout western Oklahoma with a full suite of professional services, including tax...
Cash Flow: $110,000
Established CPA Practice with Recurring Revenue in Auburn, AL!
Auburn, AL
Exceptional opportunity to acquire a well-established CPA practice with roots dating back nearly 30 years. Serving individuals and businesses throughout the growing Auburn-Opelika market, the firm...
Cash Flow: $308,268
Insurance Coverage Expert Witness Firm with Nationwide Clients!
North Las Vegas, NV
Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including...
Cash Flow: $105,663
High growth potential tax preparation business
Tampa, FL
Tampa area tax preparation office with an average of 500+ yearly returns prepared. Services include tax preparation for individuals and businesses (LLC, C-Corp, S-Corp, Partnerships). Also offers...
Cash Flow: $90,150
Confidential Property Inventory & Documentation Services
Middlesex County, MA
A trusted provider of confidential property inventory and documentation services, specializing in comprehensive asset inventories for homeowners and businesses throughout New England. The company...
Cash Flow: $288,538
Turnkey Business Consulting Territory
$55,000
Pinellas County, FL
Insurance Agency
Lenawee County, MI
This primarily trucking-focused insurance agency/book has an active book of approximately $1.18M in in-force premium, and $112,637 in commissions with carrier relationships including Progressive MI,...
Cash Flow: $1
Seamless Success: Take the Lead of PRO achievement Allstate agency!
Charlotte, NC
***PRICE IMPROVEMENT*** WAS: $1,200,000 NOW: $1,125,000 Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted...
Allstate Agency in SE Louisiana
Louisiana
Exceptional opportunity to acquire a well-established $15.2M Allstate Exclusive Agency with two locations serving their communities for more than 30 years! The agency features a loyal, long-tenured...
Own a Profitable Check Cashing Business for $125k Down
Suffolk County, NY
A rare opportunity to step into a proven, cash-flowing business without needing to come in all cash. The seller is motivated and willing to finance the balance, making this one of the most accessible...
Cash Flow: $51,454
Over 20 years of success
Tesuque, NM
One of Santa Fe’s Most Established Dining Destinations A rare opportunity to acquire one of Santa Fe’s most respected operated restaurants, celebrated for its authentic cuisine, warm hospitality, and...
5
Cash Flow: $395,000
High-Retention $2.8M Allstate Agency in Sought-After Stroudsburg, PA!
Stroudsburg, PA
AGENCY HIGHLIGHTS • Annual Premium: $2,800,000 • Retention Rate: ~88% • Policies in Force (PIF): 1,300+ • Allstate “Pro” Achievement Level Agency • Current Owner is Committed to a Seamless Transition...
Accounting (CPA) Firm South of Madison Now Available!
Dane County, WI
Looking to expand your Accounting and Tax practice into southern Wisconsin? This full-service Accounting (CPA) firm based in Dane County, Wisconsin, provides tax preparation, bookkeeping, and payroll...
Cash Flow: $223,731
Farmers Insurance Agency - For Sale
Reno, NV
An outstanding opportunity to acquire a well-established Farmers Insurance agency in Reno, complete with an existing client base and immediate revenue stream—offering significant upside potential. The...
Why Buy One Business When You Can Own the Firm That Sells Them All?
Oakland County, MI
If you have been deep in the search for the right business to buy, consider a pivot. You have likely discovered that strong cash-flowing businesses are rare, expensive, and often come with an SBA loan...
2
Cash Flow: $150,000
~$600K Book of Business Insurance Agency in Miami, Florida
Miami-Dade County, FL
Location: Miami, FL (Virtual operation) Book Mix: 95% Auto, 5% Other lines Carrier Relationships: Progressive, UAIC, Kemper Auto, GEICO, and other established carriers Business Model: Fully virtual,...
Turnkey Business Consulting Territory
$55,000
Fulton County, GA
Premier 22-Year Tax & Accounting Firm | Two Offices |Consistent Growth
Lakeland, FL
For more than 22 years, this premier tax practice has built an outstanding reputation for professionalism, exceptional client service, and consistent year-over-year growth. Operating from two...
Cash Flow: $552,000
Confidential Regulated Insurance Distribution Platform
Los Angeles, CA
A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume. This is not a...
Cash Flow: $3,000,000
Established Business Brokerage Franchise
Hamilton County, TN
Opportunity to acquire an established business brokerage franchise territory in Hamilton County backed by the largest and most recognized brand in business sales and acquisitions. Operating within a...
GreatFlorida Insurance Agency – High-Growth Florida Market
Sarasota, FL
Established Insurance Agency with Recurring Revenue in High-Growth Florida Market An exceptional opportunity to acquire a profitable GreatFlorida Insurance Agency located in the highly desirable...
3
Cash Flow: $105,246
Large Topper Club Farmers Insurance Agency located in Texas
Plano, TX
EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...
Multi-Revenue Stream Business Brokerage
Lafayette County, LA
Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...
Established Farmers Insurance Agency
Mckinney, TX
Established Farmers Insurance Agency - Turnkey Operation in Prime McKinney Location This premier Farmers Insurance agency represents an exceptional opportunity to acquire a fully operational insurance...
Profitable CPA Firm with Recurring Client Base and Strong Growth
New Mexico
Established 40 years ago, this highly respected CPA firm has built a strong reputation for delivering tax, accounting, bookkeeping, audit, and advisory services to small and mid-sized businesses...
Cash Flow: $787,786
Terry Tretta, PLLC
Azbusinessbroker.com American Realty Brokers
Serving Maricopa County, AZ
We Sell Businesses, We Sell Companies. Highly Trained Professional Business Brokerage. 100's of Businesses Sold. We have the experience and the required knowledge in every aspect, to complete the Sale of your Businesses or Company both large or small. Business Ownership, Operations, and Management, with over two decades of Operating, Owning, Selling, and Building numerous businesses in Arizona and the West Coast areas. Specialized in all areas of Business Selling and Transactions, Service, Retail, Manufacturing, Technology, Transportation, including Restaurants, Dry Cleaning, Auto Repair, and Laundromat facilities. We will get your Business Sold and we can help you find your next Business. Note: We do not keep our Sold listings current if they will affect sellers comps.
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Eastern Iowa (near Cedar Rapids) CPA Tax & Accounting Practice
Cedar Rapids, IA
This well-established, yet growing CPA Tax & Accounting Practice for sale in Eastern Iowa (near Cedar Rapids) has annual gross revenues of approximately $1,506,000. The practice has a quality client...
Cash Flow: $802,278
RAPID GROWTH CPA - wants another CPA 25% - 49%
Cupertino, CA
PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...
Cash Flow: $225,000
Established Business Brokerage
$98,000
Shasta County, CA
Allstate Agency for Sale in Poulsbo WA!
Poulsbo, WA
Imagine walking into your own established Allstate agency in beautiful Poulsbo, Washington – where 40 years of brand presence and 25 years of proven leadership have built something truly special....
Multi-Lingual Personal Lines Agency
San Ramon, CA
Founded with a vision to serve the diverse community of San Ramon, this multi-lingual personal lines insurance agency has grown into a remarkable success story that bridges cultures and builds lasting...
Cash Flow: $50,000
Semi-Absentee Check Cashing Business for Sale
Fort Lauderdale, FL
Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood...
Cash Flow: $98,878
Arizona CPA w/Long-term seller support
Fountain Hills, AZ
Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships,...
Cash Flow: $110,842
Established Allstate Agency | 5.6M Book of Business
Washington
Rare opportunity to acquire a well established name brand insurance agency in Eastern Washington with deep roots in the growing community it resides. The book was built over nearly 30 years by two...
High-Performing Insurance Agency Available for Merger Discussions
Buffalo, NY
A fast-growing insurance agency is open to exploring merger opportunities with complementary agencies that share a commitment to client service, growth, and operational excellence. The agency has...
EBITDA: $400,000
Multi-Unit (3) Liberty Tax Franchise, Established Clientele
Casa Grande, AZ
MULTI-UNIT LIBERTY TAX FRANCHISE PORTFOLIO - CASA GRANDE, AZ Established three-location Liberty Tax franchise portfolio generating $581,000 in annual revenue with proven track record and established...
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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 Analyzed | 384 |
| Asking Price | $532,500 |
| Reported Revenue | $451,800 |
| Reported Seller's Discretionary Earnings | $216,334 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $273,750 | $532,500 | $988,500 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $242,588 | $125,346 |
| Median | $451,800 | $216,334 |
| Upper Quartile | $833,364 | $360,425 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.04 | 1.88 |
| Median | 1.25 | 2.49 |
| Upper Quartile | 1.65 | 3.33 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $532,500, though prices range from under $273,750 to well over $988,500.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $451,800 and owners earn a median of $216,334, 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 1.65, with a median of 1.25. Earning multiples range from 1.88 to 3.33, with the median at 2.49. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.49 times its annual owner earnings.
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