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Financial Services Businesses For Sale

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Bilingual Tax Preparation, Notary, and Document Translation Services

New Haven County, CT

For sale is a Connecticut based professional services business offering a diversified suite of tax, administrative, and business support services to individuals, small businesses, and commercial...

$400,000

$400,000

Cash Flow: $146,630

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Established Agency for Sale

Tustin, CA

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

$200,000

$200,000

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Exclusive Business Brokerage Territory with Active Listings

Lancaster County, NE

Established in 2016, this well-positioned business brokerage serves a large, exclusive territory in Lancaster County, Nebraska, spanning 12 counties and approximately 20,000 businesses. The operation...

$90,000

$90,000

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A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency

Chapel Hill, NC

***PRICE IMPROVEMENT*** WAS: $1,450,000 NOW: $1,250,000 Opportunities of this caliber rarely hit the open market. Step into a high-performing, PRO-achievement Allstate agency in the heart of "Blue...

$1,250,000

$1,250,000

CPA Firm

Jefferson County, NY

Well established CPA Firm with excellent growth potential. Located in Jefferson County NY, near Fort Drum Army installation. Virtual office utilizing Thompson Reuters SAAS....

$540,000

$540,000

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

Tax & Accounting Practice to Generate Year Round Revenue

Woodbury, MN

Tax & Accounting business for sale by Owner with a great Opportunity to grow Tax Preparation side of business. 20 Bookkeeping clients generating $130,000 115 Business/Non-Profit/Fiduciary Tax Returns...

$725,000

$725,000

Cash Flow: $322,000

Allstate Agency in NE Tennessee

Blount County, TN

This Pro-Level Allstate agency nestled in NE Tennessee has been going strong since 1961! Started by a grandfather of the current owner, this locally built agency has a loyal customer base that has...

$985,000

$985,000

Cash Flow: $500,000

Established Bitcoin OTC Desk Serving High-Net-Worth Clients

Austin, TX

This established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based,...

Not Disclosed

Not Disclosed

Cash Flow: $310,503

A Legacy of Excellence. A Future of Exceptional Growth.

Alpharetta, GA

Acquire a Multi-Million Dollar Infrastructure: 2026 PRO Allstate Agency with $9.8M+ Book Opportunities to acquire an insurance asset of this scale, performance tier, and operational maturity are rare....

$2,200,000

$2,200,000

Sebanda Franchise Insurance Agency Opportunity

Miami Gardens, FL

Established Sebanda Franchise Insurance Agency operating for over 5 years, located in a high-traffic shopping center in Miami Gardens on NW 27th Ave. Company established with appointments from...

2

$580,000

$580,000

Cash Flow: $225,574

Insurance Consulting! 80% Recurring Revenue! 738k Net! 265k Down!

Monmouth County, NJ

JUST FELL OUT OF CONTRACT!!!!!!! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by...

$2,500,000

$2,500,000

Cash Flow: $731,000

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

Turnkey Business Consulting Territory

$55,000 - Union County, NJ

$55,000

Union County, NJ

Judah Dishington

United Franchise Group

Virtual Virginia-Based CPA Practice for Sale

Waynesboro County, VA

BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm with demonstrated growth and strong operational...

$199,000

$199,000

Cash Flow: $125,346

Farmers Insurance Agency-Established, Profitable and Turnkey

Bexar County, TX

BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$140,000

$140,000

Brian Stephens

Legacy Venture Group & BuyBIzUSA

Serving Hillsborough County, FL

Involved in helping people buy and sell businesses since the late 80s, we found out our company realizing there was a great need for compassionate brokers to serve present and future business owners looking to buy and sell businesses. The founder of our company worked with hundreds of business owners prior to creating the company. Personally involved in creating a Proto type full-service restaurant, providing valuations, business consulting, and working directly and marketing business development and real estate for Texaco, Shell, Saudi Aramco and 7-11. Advanced studies in financial analysis, investments, real estate, and marketing from University such as University North Carolina, University of Florida, University of Maryland, Loyola Baltimore and others. Also became Certified Business Intermediary from the International Business Brokers Association. Served as President of Florida Business Brokers Association (now defunct) and active on board for Business Brokers of Florida. Served four sessions as Mentor for StartUp Quest, supported by Fed Government and University of Florida helping Professionals and Existing Military find their Entrepreneurial Way. We believe in giving back and contribute a portion of our earnings and time help I've used an abandoned children with Joshua House (Tampa Bay) and support Michelin supported MJHGC fund raiser supported educational needs of underprivileged kids in conjunction with the University of South Florida as well as other children's charities.

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Highly Profitable Bookkeeping & Accounting Firm

Maricopa County, AZ

This Semi-Absentee Virtual accounting firm works with only small business clients performing book cleanup, bookkeeping, payroll, and some special project work. Tax services are offered as a complement...

$2,950,000

$2,950,000

Cash Flow: $709,000

Lucrative Consulting Business

Hudson County, NJ

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$55,000

$55,000

Established Business Brokerage – Prime Nashville Market

Nashville, TN

Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...

$67,500

$67,500

Premier Nashville Insurance Agency – Ideal Owner-Operator

Sumner County, TN

This well-established Allstate agency offers a rare and attractive opportunity to acquire a profitable, high quality $5.4 million earned premium book in the heart of one of Tennessee’s fastest-growing...

$1,275,000

$1,275,000

Cash Flow: $270,649

10 Mn Book of Business Insurance Agency for sale in West Palm Beach,FL

West Palm Beach, FL

Business Overview: • Profitable insurance agency with strong client retention and diversified carrier relationships. • Portfolio Mix: 70% Personal Lines, 30% Commercial Lines • Client Retention:...

$2,720,000

$2,720,000

Turnkey Business Brokerage Opportunity

Oklahoma County, OK

This opportunity represents an established business brokerage operating under a proven, system-driven model supported by national resources and ongoing franchisor support. The business provides...

$90,000

$90,000

Harrisburg PA Allstate Agency for Sale!

Harrisburg, PA

Imagine walking into your own established Allstate agency in Harrisburg, Pennsylvania, where everything is already set up for your success. This isn't a startup dream - it's a proven business that's...

$875,000

$875,000

Turnkey AAA Insurance Agency for Sale

Aurora, IL

Established AAA Insurance Agency for Sale in Aurora, IL This turnkey insurance agency represents an exceptional opportunity to acquire a well-established business leveraging one of the most recognized...

3

$526,000

$526,000

Cash Flow: $70,517

Turnkey Business Brokerage

$55,000 - Oklahoma County, OK

$55,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

Established Business Brokerage - Strategic Georgia Market

Muscogee County, GA

This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...

$60,000

$60,000

Profitable Bi-lingual (Mandarin) Farmers Insurance book of business

Las Vegas, NV

Go into business for yourself… not by yourself Profitable Farmers Insurance agency for sale! The current owner is retiring, creating a rare chance to acquire a mature book of business that generates...

$300,000

$300,000

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

The Blueprint for Excellence in an Epicenter of Growth!

Wakefield, RI

Check out this highly productive Allstate agency! The Opportunity: Step into an Elite-level insurance agency delivering exceptional returns and positioned for accelerated growth. Generating nearly $1...

$1,895,000

$1,895,000

Thriving Mission Valley Accounting Firm

REAL ESTATE INCLUDED

Lake County, MT

Step into a flourishing and growing accounting practice located 25 miles from Flathead Lake. This firm has been in business for 24 years and is in high-demand with growth in the area and need for...

$480,000

$480,000

REAL ESTATE INCLUDED

Service business for sale

Doral, FL

Established Accounting & Tax Practice for Sale in Doral, FL This well-established service-based business has been operating successfully since 2017, generating consistent annual revenue of $300,000....

$115,000

$115,000

Book of Business For Sale – San Diego, CA (92101) Farmers Insurance

San Diego County, CA

Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...

2

$195,000

$195,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

Established Business Brokerage Business

Pierce County, WA

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system. The business offers professional services to...

$69,500

$69,500

Established Business Brokerage Territory

$97,500 - Lexington County, SC

$97,500

Lexington County, SC

Judah Dishington

United Franchise Group

Established Farmers Insurance Agency

Mesa, AZ

20+ year agency with stable cash flows, strong client retention, and multiple levers for organic and inorganic expansion. The agency offers a compelling growth profile for a buyer seeking immediate...

$185,000

$185,000

An amazing opportunity to move into a 5,665,000 established agency

Snohomish County, WA

Great agency for sale. I have great retention because of long established relationships. My staff are the best there is and they are long term. 2 staff together have over 100 years with our company....

$900,000

$900,000

Cash Flow: $250,000

Lucrative Consulting Business

Norfolk County, MA

Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....

$39,500

$39,500

Farmers Insurance Agency

Redmond, OR

Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the support of experienced agents,...

$248,000

$248,000

For Sale $4Mil well established Allstate Agency in Huntsville Alabama

Huntsville, AL

Established Allstate Insurance Agency - Prime Huntsville Location This well-established Allstate insurance agency presents an exceptional opportunity for an entrepreneur seeking a profitable, turnkey...

$825,000

$825,000

Established Farmers Insurance Agency Available

Denver, CO

Established Farmers Insurance Agency for Sale in Denver Metro Area This turnkey Farmers Insurance agency represents an exceptional opportunity for a licensed insurance professional seeking a proven...

$200,000

$200,000

Established $8.9M Premium Farmers Agency avail in Williamson Cty, TX

Cedar Park, TX

Established Farmers Insurance Agency - Turnkey Operation with $8.9M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a large...

$2,288,000

$2,288,000

Cash Flow: $546,399

Successful Farmers Insurance Agency for Sale

Murrieta, CA

Take advantage of a rare opportunity to acquire an established Farmers Insurance Agency in the highly desirable Murrieta market. This agency generates approximately $23,000 per month in service...

$300,000

$300,000

Cash Flow: $276,000

David Bradley

Bbg, Inc.

Serving Kent County, RI

Bbg is a business brokerage and advisory firm that helps small business owners plan and execute successful exits. Our team provides hands-on services in business valuation, exit planning, brokering sales, supporting business buyers, due diligence, and deal structuring. We are set apart because we also operate as a holding company, acquiring and incubating small businesses. This gives us real-world experience in ownership and operations, allowing us to offer practical guidance based on what we do every day.

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Established book of business with great growth potential

Meridian, ID

This well-established Farmers Insurance franchise, operating since 2011, presents an exceptional opportunity in Idaho's rapidly growing Treasure Valley market. With annual revenue of $181,000 and...

6

$250,000

$250,000

Cash Flow: $120,000

Newnan Georgia, Allstate for Sale

Newnan, GA

ESTABLISHED ALLSTATE INSURANCE AGENCY - NEWNAN, GEORGIA Turnkey Opportunity in Growing Coweta County Market This well-established Allstate insurance agency, operating successfully since 2015, presents...

$1,650,000

$1,650,000

EBITDA: $304,000

Leading Business Brokerage Franchise

$99,000 - San Jose, CA

$99,000

San Jose, CA

Judah Dishington

United Franchise Group

*RARE* in Scottsdale! Acquisition + 340% Bonus Potential + Commissions

Scottsdale, AZ

Build an Asset. Create Immediate Income. Scale for the Future. Opportunities like this are rare. This established Farmers Insurance agency offers the unique combination of immediate renewal revenue,...

$150,000

$150,000

Cash Flow: $100,000

Powerhouse CPA Firm in Scottsdale, Arizona -

Scottsdale, AZ

Own an Apex CPA firm in Arizona's wealth hub! Located in the heart of Scottsdale, one of the nation's premier wealth hubs, this 1.6M powerhouse CPA represents the rare intersection of elite clientele...

$3,000,000

$3,000,000

EBITDA: $856,000

Lucrative Consulting Business

Mohave County, AZ

Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....

$55,000

$55,000

Established Business Brokerage Territory

Belmont County, OH

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system. The business offers professional services to...

$71,500

$71,500

Established Business Brokerage Territory

Calloway County, KY

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system in Calloway County, Kentucky. The business offers...

$91,000

$91,000

Well-Established Tax Accounting Practice

Palm Beach County, FL

For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from...

$995,000

$995,000

Cash Flow: $175,386

Established Tax Preparation and Accounting Business

Colorado

This tax preparation and accounting practice serves over 400 clients across the United States and enjoys excellent return business. The seller wishes to sell this well-established book of business to...

$250,000

$250,000

Cash Flow: $186,000

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 Analyzed384
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 QuartileMedianUpper 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.

BoundRevenueSeller’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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.041.88
Median1.252.49
Upper Quartile1.653.33

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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