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Financial Services Businesses For Sale

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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

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High-Growth, High-Margin Farmers Insurance Agency Sacramento, CA

Sacramento County, CA

Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This long-established agency, originally founded in the early 1990s and acquired by...

$1,350,000

$1,350,000

Cash Flow: $275,555

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WA Established Insurance Agency for Sale – Allstate Opportunity

King County, WA

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....

$1,500,000

$1,500,000

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Established Business Equipment Leasing Service

Howell, MI

National specializes in providing equipment financing and leasing solutions to businesses of all sizes. The company acts as a trusted intermediary, connecting clients with the right funding structures...

$220,000

$220,000

Cash Flow: $118,629

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...

$150,000

$150,000

Cash Flow: $90,150

Scottsdale Allstate Agency With $6.2M Premium

Scottsdale, AZ

Established $6.2M Allstate Agency in Highly Desirable Scottsdale Market A strong opportunity to acquire a $6.2 million premium Allstate agency located in the highly sought after McCormick Ranch area...

$1,000,000

$1,000,000

Bookkeeping and Tax Business for Sale (Remote)

Albuquerque, NM

Udated as of 05/14/2025 Bookkeeping Clients all use Quickbooks online and I have access to all clients’ accounts through QBO Accountants portal. Currently 31 on average monthly writeup clients....

$373,281

$373,281

Cash Flow: $233,281

Established Nashville Cash Homebuyer Business with Great Reviews

Franklin, TN

Starting Your Real Estate Investment Business but don't want to wait years to Establish Your Reputation & do your first deal? This business foundation will put you on the fast track to doing your...

2

$45,000

$45,000

EBITDA: $1,485,000

Farmers Insurance Agency – San Carlos, CA | $3.2M Book | $235K Rev

San Carlos, CA

This is a rare opportunity to acquire a high-retention, established Farmers Insurance agency in San Carlos, California with a $3.2M premium book and $235K annual revenue (~$20K/month). Priced...

2

$280,000

$280,000

Cash Flow: $190,000

Established Franchise Insurance Agency

Pembroke Pines, FL

Reason for Sale: Relocated 200 miles away from business. Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a...

$700,000

$700,000

Cash Flow: $130,444

Established Insurance Franchise Agency

West Palm Beach, FL

Established franchise insurance agency in West Palm Beach. Turnkey opportunity in a growing, high-traffic market. The business provides auto, home, commercial, and specialty insurance products...

$1,000,000

$1,000,000

Cash Flow: $252,786

Established Farmers Insurance Agency- Family ran over 25 years

Gilbert, AZ

ESTABLISHED FARMERS INSURANCE AGENCY - Family Operated Over 25 Years This well-established Farmers Insurance agency presents an exceptional opportunity in Gilbert, Arizona's thriving Maricopa County...

2

$180,000

$180,000

Cash Flow: $177,000

Own your own Insurance Agency in Northern California

Shasta County, CA

If you’ve ever dreamed of owning a successful insurance agency with an established client base and a fully operational office, this is an opportunity you won’t want to miss. A well-established...

$350,000

$350,000

Cash Flow: $130,284

Established Business Brokerage Territory

$91,000 - Calloway County, KY

$91,000

Calloway County, KY

Judah Dishington

United Franchise Group

Profitable Turnkey Check Cashing Business for Sale

Suffolk County, NY

A cash-flowing community staple in a prime, busy shopping plaza. This is an established, fully operational check cashing and financial services business, strategically located in a high-visibility,...

$400,000

$400,000

Cash Flow: $202,843

Established Accounts Receivable & Collections Firm

Wisconsin

This well-established, full-service accounts receivable and collections firm has been serving clients for decades, delivering consistent cash flow improvements and professional recovery solutions....

$119,000

$119,000

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Established Success: A Rare Opportunity For a Tenured Allstate Agency

Queen Anne's County, MD

This tenured agency combines massive scale with superb performance metrics, making it one of the most attractive books on the market today. The Numbers at a Glance: Total Premium: $6,611,100 2025...

$1,320,000

$1,320,000

Small Business Consulting Firm & Partnership

State College, PA

Discover an Exciting Opportunity to Build Your Own Consulting & Advisory Business Imagine running a business that empowers small and mid-sized companies—the most overlooked yet promising segment in...

$25,000

$25,000

Cash Flow: $201,027

Established Insurance Agency - High Retention, Strong Cash Flow

Corvallis, OR

ESTABLISHED INSURANCE AGENCY - CORVALLIS, OREGON This thriving insurance franchise presents an exceptional opportunity to acquire a profitable, cash-flowing agency with proven stability and growth...

$400,000

$400,000

Cash Flow: $150,000

Maryland CPA Firm Acquisition Opportunity

Washington County, MD

This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...

$520,000

$520,000

Cash Flow: $512,000

Atm Locations in Major Grocery Chains $5,500 - No labor fully residual

Chicago, IL

We currently have high volume locations For Sale: Serious buyers only*. Comes with 5 year agreement. Note: This route is fully passive (no work required). Locations are in different cities which list...

$5,500

$5,500

Cash Flow: $3,500

Farmers Insurance Agency Book of Business for Sale LA

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $1,640,806 in annual premiums across Home policies, Auto, and Life...

$160,000

$160,000

Cash Flow: $109,000

Madison WI Property & Casualty Agency - $4M+ Premium Portfolio

Dane County, WI

What sets Farmers Insurance apart is the combination of ownership and infrastructure. Agents aren’t just selling policies; they’re building a tangible asset. That ownership is supported by a...

$670,000

$670,000

Cash Flow: $363,000

Established Tax Business – 80+ Loyal Clients | ~$40K Profit | Turnkey

Atlanta, GA

This is a rare opportunity to acquire a well-established, fully remote tax preparation business with a proven track record of consistent income and strong client retention. The business has been...

$65,000

$65,000

Cash Flow: $40,000

Established Insurance Agency

Round Rock, TX

Round Rock, TX

Seamless Success: Take the Lead of PRO achievement Allstate agency!

Charlotte, NC

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 local institution with a solid foundation for growth,...

$1,200,000

$1,200,000

Captive Insurance Agency

Sacramento, CA

Established and profitable Farmers Insurance Agency located in Sacramento, CA. The book consists of 75% P&C and 25% commercial and 90% retention. The agency has a strong reputation and has long term...

$350,000

$350,000

Cash Flow: $150,000

$3.3 Mn Book of business for sale near Clearwater, Florida

Pinellas County, FL

Business Highlights: • 22 years of continuous operation with proven market presence • Dual office locations serving Clearwater and St. Petersburg markets • Specialized focus: 98% auto insurance with...

$1,000,000

$1,000,000

Seattle, WA. Allstate Agency Mercer Island. Elite!

Kenmore, WA

ESTABLISHED ALLSTATE INSURANCE AGENCY - ELITE DESIGNATION This turnkey Allstate insurance agency, established in October 2019, has achieved Elite Agency status while serving the affluent Mercer Island...

$875,000

$875,000

Check Cashing Business Established in 2000

Wayne County, MI

A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...

$799,999

$799,999

Cash Flow: $450,000

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

Established Farmers Insurance Agency – Premier LA County Location

Los Angeles County, CA

Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...

$800,000

$800,000

Single Store Tax & Financial Services Franchise – Turnkey

St Lucie County, FL

For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round...

$199,000

$199,000

Cash Flow: $78,655

Multi-Unit Tax & Financial Services Franchise – Regional Rights

St Lucie County, FL

This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services...

$978,380

$978,380

Cash Flow: $227,352

Agency Opportunity

Malheur County, OR

Established Agency for Sale 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...

$125,000

$125,000

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

$200,000 - Los Angeles, CA

$200,000

Los Angeles, CA

Southern Oregon Agency Opportunity

Oregon

Established Agency for Sale 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...

$315,000

$315,000

National Grant Writing Firm | Recurring Revenue | Virtual & Scalabl

Hillsborough County, FL

This is a rare opportunity to acquire a well-established grant writing business with a strong reputation for delivering consistent results across nonprofit, educational, and small business sectors....

$1,150,000

$1,150,000

Cash Flow: $268,778

Fully Virtual CPA Firm – International Tax Focus, Systemized & Growing

Birmingham, MI

This is a fully virtual, highly specialized CPA firm focused on US international taxation for expats and non-residents. The practice was founded by a former Big 4 international tax professional and...

$260,000

$260,000

Cash Flow: $105,000

Northern Arizona CPA - Discounted Price - Remote Ownership Possible

Prescott Valley, AZ

The firm is being sold at a discounted multiple of .85 on gross recurring revenue to create a real opportunity for someone to step right into equity. The principal is asking for $470,900 for $550,000...

$470,900

$470,900

Cash Flow: $189,000

Elite, Award-Winning Allstate Agency in Louisville, CO!

Boulder County, CO

This elite Allstate agency carries an earned-premium book of $6,500,000 and is ideally positioned in one of Denver's most sought-after northern suburbs, minutes from the University of Colorado, along...

$1,500,000

$1,500,000

Established, Award-Winning Farmers Agency in the Heart of Tempe, AZ!

Maricopa County, AZ

This established Farmers agency carries an earned-premium book of $3,400,000 and is ideally positioned in Tempe — with convenient access to main roadways and just minutes from Arizona State...

$600,000

$600,000

Established CPA Firm and Tax Preparation Business for Sale

Glendale, AZ

Well-established and highly profitable accounting and tax practice with a strong, referral-driven client base. This firm generates approximately $1.7M in annual revenue with ~$580K in Seller’s...

$2,100,000

$2,100,000

Cash Flow: $580,000

Allstate Agency in Walkersville, MD

Walkersville, MD

This Pro-Level, $5.00M Allstate agency has been built for the past 20 years with a long-term mindset. The agency generates stable, recurring revenue with an exceptional 90% retention rate. Also, this...

$995,000

$995,000

Cash Flow: $200,000

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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Profitable Insurance Agency: $95K annual renewals, only $25K asking pr

Sidney, MT

Established Farmers Insurance Agency - Sidney, Montana This profitable insurance agency represents an exceptional opportunity to acquire a turnkey operation in eastern Montana's growing market....

$25,000

$25,000

Cash Flow: $95,000

Turn-Key Insurance Agency in Pleasanton, California

Pleasanton, CA

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

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

CPA Tax Firm for Sale - Tucson, Arizona-$255,000 (virtual operations)

Tucson, AZ

This incredible little firm generates over $225,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant...

$255,000

$255,000

Cash Flow: $239,000

Farmers Agency

Littleton, CO

Step into a successful, well-established Farmers Insurance agency with over 30 years of proven performance and growth. Our business is thriving with an experienced, bilingual team, strong client...

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$400,000

$400,000

Allstate Agency in New Braunfels, TX

New Braunfels, TX

Rare opportunity to acquire an Elite Allstate agency in booming New Braunfels, TX. Over $3.5MM in premium (and growing), this agency offers a solid foundation, loyal customer base, and is perfectly...

$900,000

$900,000

Cash Flow: $395,000

Fort Walton Beach, Florida-Prime Opportunity: Established Allstate Age

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

$1,800,000

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

Sticky Enterprise SaaS Mission-Critical Platform 90% Recurring Revenue

Tampa, FL

This is a rare opportunity to acquire a deeply embedded enterprise SaaS platform operating at the intersection of regulatory compliance, financial reporting, and workflow automation. The software is...

$5,500,000

$5,500,000

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...

$145,000

$145,000

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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