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Financial Services Businesses For Sale

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Meemic & AAA Agency with Excellent Loyalty & Retention Rates in MI!

Midland County, MI

Founded in 2006, this well-established dual-carrier insurance agency has built a strong, loyal client base over nearly two decades. This agency’s consistently strong growth – driven by refined systems...

$595,000

$595,000

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Established B2B Advisory and Professional Services Firm for Sale

Los Angeles, CA

The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

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Own an Oregon Business Acquisition Company | Business Flipping

Portland, OR

Low Overhead | High Ticket Fee Model | Massive Potential Client Base Think of it as the business version of real estate investing. Instead of houses, this company focuses on privately owned...

$24,900

$24,900

Cash Flow: $73,000

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Absentee Owner Staffing Agency

Las Vegas, NV

25 years in business Absentee owned business with general manager in place. $51,996 net to owner Priced at only $105,000 Excellent growth prospects Easy to operate Established franchise that offers a...

$105,000

$105,000

Cash Flow: $51,996

Established Central NC Coast CPA Firm With Strong Demand

North Carolina

-Purchase price pre-approved by lender -Steady revenue of approximately $1.4M per year -Cash flow to owner over $290,000 -Currently turning away new client inquiries weekly, leaving opportunity for a...

$1,400,000

$1,400,000

Northeast San Antonio Area Allstate Agency

Schertz, TX

Located in the rapidly growing Northeast San Antonio market, this established Allstate agency has served the community from the same location for more than 30 years, building lasting customer...

$499,000

$499,000

Bilingual Tax Preparation, Notary, and Document Translation Services

New Haven County, CT

This Connecticut-based professional services business has served its community for more than 15 years and has built a strong local reputation supported by excellent customer reviews and long-standing...

$400,000

$400,000

Cash Flow: $146,630

Profitable Tax&Bookkeeping Firm $171K Revenue|Low Overhead| Negotiabl

Kissimmee, FL

Turnkey tax and bookkeeping business with a growing client base, strong cash flow, and extremely low operating costs. Established in 2023, this company has already generated impressive traction with...

$250,000

$250,000

Cash Flow: $117,000

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 Riverside, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

A Proven, High Margin Insurance Franchise Agency in South Florida

Broward County, FL

For sale is a well established franchise insurance agency that has served its South Florida community for more than 16 years from the very same prime, high traffic plaza. Known for its strong ties to...

Not Disclosed

Not Disclosed

Cash Flow: $196,502

Established Insurance Book of Business | $225K Est. 2025 Income | FL

Palm Coast, FL

Established Insurance Book of Business | $225k estimated income | Palm Coast, FL Asking Price: $299,999 Business Overview -Exceptional opportunity to acquire an established insurance book of business...

$299,999

$299,999

Farmers Insurance Agency

Westminster, CO

Well-Established Farmers Insurance Agency. Here's an exceptional opportunity to acquire a successful, owner-operated Farmers Insurance agency located in the Westminster area. Built on trust,...

6

$240,000

$240,000

Prime Opportunity to own an Allstate agency with multi-state footprint

South Carolina

***PRICE ADJUSTMENT*** NOW: $1,290,000 Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your...

$1,290,000

$1,290,000

Farmers Insurance agency

$320,000 - Englewood, CO

$320,000

Englewood, CO

Franchise Tax Preparation with Accounting Services

Temecula, CA

Turnkey Tax Franchise in Temecula – Proven Profitability Opportunity Overview: Take ownership of a thriving, highly profitable tax preparation franchise located in the heart of Temecula, CA. With a...

$180,000

$180,000

Cash Flow: $70,000

Nationwide financial services lending business

Little Rock, AR

Picture yourself running a thriving financial services business from the comfort of your home office. This established franchise financing advisory has been helping entrepreneurs achieve their dreams...

$425,000

$425,000

Cash Flow: $175,000

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
Gain instant scale in the insurance agency industry

Harris County, TX

Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...

$2,500,000

$2,500,000

Cash Flow: $625,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$1,000,000

$1,000,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$500,000

$500,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$750,000

$750,000

Farmers Insurance Agency

Westlake Village, CA

Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...

$420,000

$420,000

Great Revenue & Net Income That Cash-Flows Every Month

Travis County, TX

Established Farmers Insurance Agency in Travis County, TX, generating $6.7 million in annual premiums with exceptional cash flow of $560,000. This turn-key operation offers a rare opportunity to...

2

$780,000

$780,000

Cash Flow: $560,000

$1.5M Insurance Agency | Greater Greenville, SC | P&C Business

Greenville County, SC

Lean independent insurance agency in Greater Greenville with an approximately $1.5M P&C book generating ~$150K in annual revenue. The portfolio is heavily focused on personal lines, with 85% auto and...

$250,000

$250,000

$3M Insurance Agency | Near DFW, TX | Established P&C Business

Erath County, TX

This well-established independent insurance agency represents an exceptional opportunity in the thriving Central Texas market. With approximately $3 million in Property & Casualty premiums generating...

$700,000

$700,000

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

$1M+ Insurance Agency | Greater Autin Area, Texas | P&C Business

Williamson County, TX

Fast-growing independent insurance agency serving the Central Texas market with an approximately $1M P&C book generating ~$120K in annual revenue. The commercial-focused portfolio includes Commercial...

$200,000

$200,000

Profitable Michigan Health MGA with Established Agent Network

Oakland County, MI

Established in 2003, this Michigan-based health insurance distribution platform operates as a Managing General Agency (MGA) focused on recruiting, onboarding, supporting, and servicing independent...

Not Disclosed

Not Disclosed

EBITDA: $2,083,000

Virtual Virginia-Based CPA Practice for Sale [SALE PENDING]

Waynesboro County, VA

* CURRENTLY UNAVAILABLE - SALE PENDING DUE DILIGENCE * BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm...

$199,000

$199,000

Cash Flow: $125,346

Established Temecula Insurance Agency — $1.5M Premium Book

Riverside County, CA

After 37 successful years as an insurance agent, the owner is ready to retire and is offering an excellent opportunity to acquire a well-established agency in Temecula, California. The agency has...

4

$135,000

$135,000

Check Cashing Store

Richmond, VA

This is a rare opportunity to purchase a long established financial services business, with the flexibility to either lease or purchase the commercial building it operates from. For more than 40...

$395,000

$395,000

Cash Flow: $138,417

Established Farmers Agency | Opportunity for Growth-Minded Owner

Kent, WA

Established Farmers Insurance Agency | Turnkey Growth Opportunity An established Farmers Insurance agency with approximately $4.7 million in annual premium and an established book of business is now...

$708,000

$708,000

Cash Flow: $175,000

Thriving Bookkeeping & Tax Preparation Business for Sale

Garland, TX

Established Bookkeeping & Tax Preparation Business - Garland, TX This profitable accounting practice, operating since 2015, presents an exceptional opportunity for CPAs seeking to establish their own...

$260,000

$260,000

Established Insurance Agency

Idaho Falls, ID

This is such a great opportunity to run and manage a small business. We will roll out the red carpets to get you trained and ready to reach your fullest potential. Farmers has been in business for...

$180,000

$180,000

Cash Flow: $75,000

Bookkeeping and Tax Practice - Established 1998

Ontario

This is a great opportunity to acquire a long‑standing, highly reputable bookkeeping and tax practice. Founded in 1998, this firm has built a loyal client base over nearly three decades, with many...

$225,000

$225,000

Cash Flow: $81,887

Highly Profitable, Established CPA Firm in Southern California

Los Angeles County, CA

For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...

$3,300,000

$3,300,000

Cash Flow: $1,177,588

Well established credit Card processing portfolio for sale. Easy to ru

$200,000 - Los Angeles, CA

$200,000

Los Angeles, CA

Tampa Bay Area, Florida - Established Allstate Insurance Agency

Hillsborough County, FL

Established Allstate Insurance Agency - Tampa Bay Area Opportunity This well-established Allstate insurance franchise has been serving the Southern Hillsborough County community since 1999, building a...

$725,000

$725,000

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

Established Farmers Insurance Agency Available (Need to Sell ASAP)

Colorado Springs, CO

Established Farmers Insurance Agency for Sale in Colorado Springs This turnkey Farmers Insurance agency presents an exceptional opportunity for a licensed insurance professional or growth-minded...

$175,000

$175,000

Profitable West Suburb CPA Practice - $500K+ Revenue

Minnesota

This highly profitable CPA and tax advisory practice serves a loyal, long-tenured client base. The firm processed around 800 returns in the most recent tax season and provides a diversified mix of...

$650,000

$650,000

Cash Flow: $249,293

St. Cloud Area CPA Practice - $650K+ Revenue

Minnesota

Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...

$750,000

$750,000

Cash Flow: $302,409

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...

$298,000

$298,000

Cash Flow: $105,663

Akron Sales Management & Portfolio Company

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

$189,000

Established Burlington Vermont Insurance Agency For Sale

South Burlington, VT

Turnkey Allstate Agency with exceptional foundational metrics in a market with high growth potential. 2025 gross revenue 930k $8.66M written and advanced premium - Allstate $446k earned premium...

$1,900,000

$1,900,000

Evan Meester

RBA

Serving Douglas County, NE

Collectively, our team of professionals at RBA have over 50 years of business experience. We have owned as well as sold our own small businesses. Our team consists of C-level executives at larger companies as well. Our transparent business model helps ensure that sellers and buyers are on the same page from the beginning so the transition is as seamless as possible come closing day. We are Omaha's most trusted and #1 business brokerage hands down!

Contact Me >

Contact me
CPA Tax and Bookkeeping Practice for sale

Bakersfield, CA

Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...

$225,000

$225,000

Cash Flow: $57,040

Established Elite Allstate Agency in Sedona, AZ!

Sedona, AZ

Exceptional opportunity to acquire a well-established, Elite $4M Allstate Exclusive Agency that has served its community for over 12 years. The agency features a loyal, long-tenured customer base,...

$650,000

$650,000

Decatur, AL--Fully Staffed Million Dollar Insurance Agency

$900,000 - Decatur, AL

$900,000

Decatur, AL

SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years

Colton, CA

This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal...

$250,000

$250,000

Cash Flow: $87,846

Liberty Tax Franchises For Sale (2) - Frederick, MD

Frederick, MD

LIBERTY TAX FRANCHISES (2) - FREDERICK, MD Established dual-location Liberty Tax franchise operation serving Frederick County, Maryland's fastest-growing market since 2008. This turnkey opportunity...

2

$600,000

$600,000

Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency!

Wayne County, MI

Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency! This established Allstate Exclusive Agency has served its community in Southeast Wayne County, MI for more than 40 years,...

$2,385,000

$2,385,000

Established Agency

Long Beach, CA

Established and profitable Farmers Insurance agency located in the highly desirable Long Beach area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...

$250,000

$250,000

Residential Appraisal Service Company, opened in early 1980's

Franklin, TN

Established Residential Appraisal Services Company - Operating Since Early 1980s This well-established residential appraisal services company has maintained continuous operations for over four...

$350,000

$350,000

Cash Flow: $125,000

Established Farmers Insurance Agency For Sale - Stable & Growing

Douglas County, CO

Own a Highly Scalable Insurance Agency with Unprecedented Corporate Financial Backing Stop looking at low margin retail businesses and heavy inventory franchises. If you are an elite sales operator,...

$180,000

$180,000

CPA Firm Looking for Merger Partners, SLC, UT

Salt Lake City, UT

Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....

Not Disclosed

Not Disclosed

EBITDA: $10,000,000

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 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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