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Financial Services Businesses For Sale

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Mission-Critical Enterprise Platform 90%+ Recurring Revenue Low Churn

San Jose, CA

This is a rare opportunity to acquire a highly specialized enterprise SaaS platform serving customers operating in complex regulatory and compliance environments. The software is deeply embedded...

$5,500,000

$5,500,000

Cash Flow: $397,748

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Established Independent Insurance Agency: Book $1.9M!

Arlington, TX

This is an established independent commercial insurance agency providing liability, property, auto, bond, and workers’ compensation solutions to businesses across Texas. The agency has built a strong...

$600,000

$600,000

Cash Flow: $271,819

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$3.5 Million BoB Farmers Insurance Agency for Sale

Long Beach, CA

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an experienced agent or entrepreneur seeking to acquire a...

$350,000

$350,000

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Insurance Book of Business – Murrieta, Ca

Murrieta, CA

Don’t miss this opportunity to own an insurance book of business located in the highly desirable Murrieta market. Perfect for agents looking to step into ownership with immediate income. What’s...

$100,000

$100,000

Cash Flow: $66,000

For Sale: Insurance Book of Business

Encinitas, CA

Ready to take ownership of a business with immediate revenue and serious growth potential? This Farmers Insurance book of business is a rare opportunity to step in and start earning from day one....

$100,000

$100,000

Cash Flow: $80,000

High Opportunity Insurance Book of Business -$90,000

Carlsbad, CA

Looking to step into a profitable, scalable insurance business with immediate income potential? This is your chance. We are offering a small but powerful book of business with Farmers Insurance that’s...

$90,000

$90,000

Cash Flow: $71,800

$2.5 Million Premium BoB Farmers Insurance Agency

Iron Mountain, MI

This well-established Farmers Insurance agency presents an exceptional opportunity to acquire a proven business with $2.5 million in premium volume and nearly two decades of successful operation....

$450,000

$450,000

Profitable Established Turnkey Farmers Insurance Agency for Sale

Orange, CA

Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...

6

$375,000

$375,000

75-year St. Joe River Valley Agency for Sale

Saint Maries, ID

This well-established Farmers Insurance agency represents a rare opportunity to acquire a 75-year-old business with deep community roots in scenic Saint Maries, Idaho. Located in the picturesque St....

5

$94,000

$94,000

Cash Flow: $44,000

Accounting Practice - 34077

Kentucky

Small Business Accounting Practice serving small business owners and individuals with fair prices for tax and accounting services. Their clients are the firm’s best marketing resource. The firms file...

$875,000

$875,000

Cash Flow: $240,000

Fast Flexible Financing Company For Sale

Broomfield County, CO

This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...

$349,995

$349,995

Cash Flow: $205,779

High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

Accounting Practice - 81014

Winter Park, FL

Established Accounting Practice in affluent Winter Park started in 1988. In 2025, the firm had approximately 200 individual tax clients with an average fee of $930, 220 business tax clients with an...

$750,000

$750,000

Cash Flow: $331,875

Established Business Brokerage - Rare Opportunity!

$76,000 - Kings County, NY

$76,000

Kings County, NY

Judah Dishington

United Franchise Group

Turnkey AI-Powered Self-Service Kiosk Software Platform

Broward County, FL

Established self-service kiosk software platform available for acquisition. The company has developed a turnkey, production-grade unattended commerce ecosystem serving retail, QSR, hospitality,...

$549,000

$549,000

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...

$60,000

$60,000

Cash Flow: $145,823

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$1.492,400 CPA firm for Sale in Pittsburgh, PA

Mcmurray, PA

Professional CPA Practice || Suburban Pittsburgh, Pennsylvania Gross Revenue (Twelve Months Ended April 30, 2026): $1,492,400 Strong Cash Flow: $667,200 Asking Price: $2,000,000 Revenue Breakdown...

$2,000,000

$2,000,000

Cash Flow: $667,200

Established Legal Funding Firm Looking for Partner

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

$2,200,000

Cash Flow: $1,473,572

Accounting practice affluent NW suburb of Chicago, Semi-Absentee

Cook County, IL

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

Not Disclosed

Not Disclosed

Cash Flow: $500,000

Established Bilingual Spanish Agency for Sale in Riverside County, CA

Riverside County, CA

Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in San Jacinto, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

Used Car Dealership and U-Haul franchise for sale.

Houston, TX

Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...

5

$500,000

$500,000

Cash Flow: $30,000

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

Established $3.6M Allstate Agency for Sale in Western Pennsylvania

Pennsylvania

After 23 successful years serving Western Pennsylvania, this established Allstate agency presents a rare opportunity to acquire a highly profitable, diversified insurance business with deep community...

$750,000

$750,000

Established Tax Preparation Franchise – 15+ Year Local Presence

Providence County, RI

Well-established tax preparation franchise serving the Rhode Island market for approximately 15 years. Backed by a nationally recognized brand, the business provides personal tax preparation, business...

$125,000

$125,000

Cash Flow: $63,781

Farmers Insurance Agency for Sale $2.5 Million in Premium

Saint Louis, MO

Saint Louis, MO

John Whitehead

Laura Sanders Realty

Established Farmers Insurance Agency In MIchigan

New Baltimore, MI

Established Farmers Insurance Agency - Michigan This turnkey Farmers Insurance agency presents an exceptional opportunity to acquire an established business with $800,000 in annual premium and $82,000...

$55,000

$55,000

Elite, Established Allstate Agency – $6.8M Premium in New Mexico

Rio Rancho, NM

Step into a legacy of excellence with this Elite-level Allstate agency boasting $6.8 million in earned premium. Situated in Rio Rancho, one of New Mexico's fastest-growing cities, this agency has been...

$1,350,000

$1,350,000

Tech Platform - Investor Management and Capital Raising

Established SaaS platform serving the private markets industry with investor management and capital raising technology. This home-based, relocatable business operates in the rapidly expanding private...

$720,000

$720,000

AAA Agency with Great Retention & A Loyal Customer Base in MI!

Kalamazoo, MI

This exceptional AAA agency, established in 2016, has grown into a $2.5M operation built on proven systems & well-executed processes. The current owner is transitioning into a new industry, creating a...

$550,000

$550,000

Farmers Insurance Agency – Established and Profitable

Bexar County, TX

Business Overview Year-to-Date Earnings: $108,225 Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$60,000

$60,000

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...

$115,000

$115,000

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)...

$4,500,000

$4,500,000

EBITDA: $750,000

Established, Profitable, Independent Insurance Agency for Sale

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000

$1,150,000

Cash Flow: $373,630

Fully Remote Bookkeeping, Accounting, & Tax Practice For Sale

Weber County, UT

Established fully remote bookkeeping, accounting, and tax practice serving clients across Utah since 2019. This tech-enabled professional services firm delivers comprehensive financial services...

$257,000

$257,000

Cash Flow: $81,041

Established Insurance Agency

Pocatello, ID

Come see why the insurance industry is so appealing. This is a great business opportunity where you can take part in an awesome business structure with Residual Income, and attractive new business...

$975,000

$975,000

Cash Flow: $225,000

Lucrative Consulting Business

$55,000 - Mohave County, AZ

$55,000

Mohave County, AZ

Thomas McKeen

United Franchise Group

Group Health Insurance Agency/Book for Sale -CA

Banning, CA

Established in 1989, this owner operator group health insurance agency serves groups and self-employed professionals. The 2025 financials indicate $130,804 in commissions. The agency’s book of...

$390,000

$390,000

Cash Flow: $124,247

Established and relocatable Health Insurance Book of Business

Cooper City, FL

Established and relocatable health insurance book of business available for acquisition. Built on a digital-first platform with a streamlined CRM, this agency offers a turnkey operation with strong...

$350,000

$350,000

Cash Flow: $134,000

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

$57,000

$57,000

Cash Flow: $40,000

Well Known 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...

$150,000

$150,000

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...

$200,000

$200,000

Independent P&C Auto & Home Insurance Agency - Virtual Office

Frederick, MD

PRICED FOR QUICK SALE!!! P&C Agencies normally sell for multiple of 2.5 of commissions. Selling for a 1.75 multiple. Virtual model has very little expenses. Established Independent Auto & Home...

$419,000

$419,000

Farmers Insurance Agency For Sale in DFW Texas

Mckinney, TX

Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. If you are looking for a turn-key operation that will help you balance your work and...

3

$578,000

$578,000

Independent Insurance Agency for Sale in East New Mexico

New Mexico

This long-established independent insurance agency has developed a diversified production mix across personal lines P&C, commercial lines, life, health, travel, and group benefits. Office is 4,000...

Not Disclosed

Not Disclosed

Cash Flow: $325,493

Chris Gerard

InterMountain Business Brokers LLC

Serving Jefferson County, CO

When you want to buy or sell a business in Colorado, InterMountain Business Brokers is ready to ensure a smooth transaction. We are a full-service, hands-on company that guides our clients from initial valuation through to the completion of the sale. We specialize in valuating, packaging, listing and selling existing business opportunities, new business opportunities, franchises and Internet related businesses, throughout the greater Denver Metro Area and the mountain region of Colorado.

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REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

$700,000

Cash Flow: $138,417

REAL ESTATE INCLUDED

High-Margin Multi-Service Tax Firm with Strong Repeat Client Base

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,475,000

$1,475,000

Cash Flow: $357,038

Established Business Brokerage Territory

$71,500 - Belmont County, OH

$71,500

Belmont County, OH

Judah Dishington

United Franchise Group

Farmers Insurance Agency

Lafayette, CO

Established and highly respected insurance agency serving the thriving communities of Lafayette, Louisville, Boulder, Denver, Erie, and the greater I-25 corridor. With 10 successful years in business,...

6

$225,000

$225,000

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...

$325,000

$325,000

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

$660,000

$660,000

Cash Flow: $126,473

Large Billings insurance agency - proven book of business

Billings, MT

Established Insurance Agency - Billings, Montana This thriving Farmers Insurance franchise presents an exceptional opportunity in Montana's largest and fastest-growing metropolitan area. Operating...

$275,000

$275,000

Cash Flow: $110,000

$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...

$130,000

$130,000

Cash Flow: $132,000

Low Risk/High Margin Merchant Services Business

Las Vegas, NV

ESTABLISHED MERCHANT SERVICES BUSINESS - 30 YEARS OF PROVEN SUCCESS This well-established merchant services business represents an exceptional opportunity in the financial services sector. Operating...

$3,290,000

$3,290,000

Cash Flow: $803,000

Established Farmers Insurance Agency Available

Brea, CA

Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...

$50,000

$50,000

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 Analyzed354
Asking Price$500,000
Reported Revenue$409,731
Reported Seller's Discretionary Earnings$200,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$500,000$946,750

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$233,797$120,000
Median$409,731$200,000
Upper Quartile$806,076$333,272

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 Quartile1.001.82
Median1.242.48
Upper Quartile1.673.25

FAQ's

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

The median asking price for an established Financial Service Business is $500,000, though prices range from under $250,000 to well over $946,750.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $409,731 and owners earn a median of $200,000, 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 1.00 to 1.67, with a median of 1.24. Earning multiples range from 1.82 to 3.25, with the median at 2.48. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.48 times its annual owner earnings.

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