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Financial Services Businesses For Sale

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Fee Accounting practice

Westminster, CO

Established Home-Based Accounting Practice - Westminster, CO This well-established accounting practice, operating continuously since 1996, presents an exceptional opportunity for an entrepreneur...

$150,000

$150,000

Cash Flow: $100,000

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Profitable Hallandale Estrella Insurance Franchise For Sale

Hallandale Beach, FL

Turnkey Estrella Insurance franchise with a strong, active book of business and outstanding brand recognition. Located in a high-traffic, high-visibility area of Hallandale Beach, the office benefits...

4

$385,000

$385,000

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Farmers Insurance

Topeka, KS

Established Farmers Insurance. Policies are mainly car and home. Many opportunities to grow. Recent new product that could be offered....

2

$75,000

$75,000

Cash Flow: $70,000

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CPA Firm For Sale - Retiring Owner - Minimal Owner Involvement

Austin, TX

Are you tired of working for someone else? Or ready to start your own firm? This CPA firm was established in Austin, TX in 2010, is a well-regarded accounting practice specializing in tax preparation...

$1,199,000

$1,199,000

Cash Flow: $406,572

SCA Appraisal Franchise San Diego

San Diego, CA

You are your own boss. You create your own hours. You can create your own book of business outside of SCA. You are guaranteed a foundation of work from which you can build on. All you need is a cell...

$50,000

$50,000

Ft Myers Accounting Firm for Sale

Fort Myers, FL

ESTABLISHED ACCOUNTING & TAX PRACTICE - FORT MYERS, FL This profitable accounting and tax practice presents an excellent acquisition opportunity for practitioners looking to expand their client base...

$275,000

$275,000

Cash Flow: $100,000

Profitable CPA Firm 37 Years In Operation

Orange County, FL

Profitable CPA Firm – 37 Years – Must Speak Vietnamese Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community....

$189,875

$189,875

Cash Flow: $115,275

Extremely Profitable Franchise Insurance Agency

Miami, FL

Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides...

$2,250,000

$2,250,000

Cash Flow: $562,817

Allstate Agency in Central TX

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,500,000

$4,500,000

Cash Flow: $1,700,000

Claims Adjusting Business for Sale in Florida #1950

Florida

TTM May 2025 Revenue: $1,520,000 TTM May 2025 Adjusted EBITDA: $488,000 YTD May 2025 Revenue: $422,000 YTD May 2025 Adjusted EBITDA: $113,000 2024 Revenue: $1,511,000 2024 Adjusted EBITDA: $440,000...

$1,159,400

$1,159,400

EBITDA: $440,000

Turn Key Opportunity in Houston

Established Farmers Insurance Agency in Houston, TX presents an exceptional turn-key opportunity in the thriving Houston market. Business Highlights: - Established franchise with proven business model...

3

$400,000

$400,000

AGGRESSIVE NEW PRICE! Allstate Agency in Falls Church, VA

Falls Church, VA

This Allstate Agency comes with a stable and loyal customer base in a great area just outside of Arlington, VA! Growth potential and a high retention rate at 85% are driving this agency towards...

$320,000

$320,000

Cash Flow: $120,000

Profitable Springfield Allstate Agency

Sangamon County, IL

A rare opportunity to acquire a profitable, well-established Allstate agency in Springfield, Illinois. With $3.9 million in earned premium, solid retention, and a low loss ratio, this agency is a...

$735,000

$735,000

Top Business Brokerage/ M&A Firm – Key LA Territory & Active Pipeline

$1,200,000 - Los Angeles County, CA

$1,200,000

Los Angeles County, CA

Established $5.7M Allstate Agency in Booming Mooresville, NC

Iredell County, NC

A rare opportunity to acquire a $5.7 million premium Allstate agency in Mooresville, NC—a rapidly growing, family-friendly suburb just north of Charlotte. Priced at $1,125,000, this agency offers an...

$1,125,000

$1,125,000

Established Independent Adjuster Business For Sale

Connecticut

This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be...

$225,472

$225,472

Cash Flow: $90,189

James Tiffin

Turning Point Advisors, LLC

Serving Warren County, OH

We provide M & A / Business Brokerage services from the first meeting to the closing that is unmatched. We guide sellers and buyers through the process with confidentiality as a primary focus at ALL times. Whether you are ready to divest now or wish to wait a few more years, we can help you prepare so you can leave with maximum value. We offer valuations and assessments as part of our comprehensive planning and preparation process. Contact us today to get started on your path to finishing BIG!

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ATM ROUTE - Profitable Passive Income Turnkey Business Opportunity

Riverside County, CA

Own a profitable 18 locations ATM route business in the high-traffic, tourist-heavy Coachella Valley, home to world-renowned events like the Coachella and Stagecoach Music Festivals! This is a rare...

3

$50,000

$50,000

Cash Flow: $25,000

Cloud Based Technology-Driven Accounting & CFO Services Firm (PENDING)

*******Received 200+ inquiries - Currently under LOI. If you are a buyer or investor that is actively looking to acquire a practice, we’d be happy to assist. Please feel free to send us your...

$3,829,342

$3,829,342

Farmers Insurance Agency: Prime Opportunity - Chicago Suburbs

This established Farmers Insurance Agency represents a prime acquisition opportunity in the growing Chicago suburb's, Illinois market. Operating continuously with a proven track record, the agency has...

4

$339,000

$339,000

ATM Business for Sale

Philadelphia, PA

This home-based ATM business operates 13 machines in high-traffic locations throughout Philadelphia, including grocery stores, breakfast shops, and a beauty supply store. The business generates...

$150,000

$150,000

Cash Flow: $52,000

Top 1% Allstate Agency for SALE

Dallas, TX

Elite Allstate Agency with fully built-out systems across growth, operations, lead generation, recruiting, payroll, and HR. Turnkey operation with consistent organic growth and minimal owner oversight...

2

$5,200,000

$5,200,000

Cash Flow: $1,620,000

Virtual Accounting and Bookkeeping Firm For Sale

This is a well-established virtual accounting and bookkeeping firm offering a strong opportunity for acquisition. The business provides a wide range of accounting and financial services, including...

$1,753,030

$1,753,030

** Semi-Absentee Tax Franchise For Sale**

Rock Island County, IL

NO TAX EXPERIENCE REQUIRED – Turnkey Multi-State Tax Prep Business with Strong Staff in Place Established in 2012, this North Carolina-based tax preparation corporation has built a solid foundation...

$1,540,326

$1,540,326

Cash Flow: $431,464

Comprehensive Farmers Insurance Portfolio with Strong Revenue Base

Englewood, CO

Farmers Insurance Book of Business for Sale — Diversified Portfolio with Recurring Revenue Each agency inside this portfolio presents immediate revenue with renewal income from the established client...

$250,000

$250,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Meade Wallman

United Franchise Group

Thriving Insurance Agency for Sale – 30+ Years of Proven Success

Billings, MT

Don’t miss this exceptional opportunity to acquire a well-established, independently owned insurance agency with a trusted name and over three decades of consistent performance in the greater Billings...

$325,000

$325,000

Cash Flow: $94,646

Farmers Insurance Agency For Sale in Dallas Texas

Mckinney, TX

Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. Business has been built just as professionally as the owners career as pro football...

3

$800,000

$800,000

Southern California CPA Practice

Orange County, CA

Gross Revenue: $1,900,000 (May 2024 – April 2025) Asking Price: $2,375,000 Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services. The firm...

$2,375,000

$2,375,000

Cash Flow: $673,200

Profitable Auto Insurance & DMV Franchise - Amazing Growth Potential!

Palm Beach County, FL

This is a well-established and highly profitable franchise known as the local go-to destination for auto insurance and expedited DMV services. Operated by a husband-and-wife team with a strong...

$1,200,000

$1,200,000

Cash Flow: $603,000

Under Contract-Allstate Agency for Sale in Alpharetta, Georgia!

Alpharetta, GA

Thriving Allstate Agency for Sale in Alpharetta, Georgia A Unique Opportunity to Own a High-Performing Insurance Business Are you ready to take the reins of a flourishing Allstate Agency in the...

$4,200,000

$4,200,000

Cash Flow: $1,719,602

Allstate Elite Agency for Sale in Western Suffolk County New York

Suffolk County, NY

An excellent opportunity to acquire a successful Allstate agency. Even in difficult times, this particular agency has done well due to high retention and favorable renewals. The present staff of four...

$2,700,000

$2,700,000

EBITDA: $563,332

Well established independent insurance agency in Pinellas County

Pinellas County, FL

Well established independent insurance agency in Pinellas County for sale. Most of what they offer are employee benefit ancillary lines & executive benefits including group disability, executive...

$600,000

$600,000

Cash Flow: $335,550

SALE PENDING! Allstate Agency in Forsyth County, NC

Forsyth County, NC

This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...

$749,000

$749,000

We Buy Houses Territories in Texas

Fort Worth, TX

We Buy Houses® Territories Across Texas [Package] Cut Out the Middleman – Get Direct-to-Seller Deals Territories & Population Insights Dallas–Fort Worth Metro — Population: ~5.1 million Houston Metro...

$250,000

$250,000

Cash Flow: $179,092

Business Law Firm-repeat clients 1 times gross

Houston, TX

The firm provides Business / Contracts/ International Law / Tax Consulting and Tax Preparation, Real Estate, Estate planning, Probate matters and miscellaneous services. Countries with whom the Firm’s...

$625,000

$625,000

Cash Flow: $551,078

Farmers Insurance Agency – Oceanside, CA

$2,100,000 - Carlsbad, CA

$2,100,000

Carlsbad, CA

FL Based P&C Insurance Agency For Sale

Belleview, FL

This Agency offers a prime growth opportunity for prospective Buyers. Buyers with existing direct appointments especially those with larger portfolios, may experience an immediate increase in...

$390,000

$390,000

Cash Flow: $80,000

Rio Grande Valley Coaching Franchise Opportunity

Texas

This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...

$420,000

$420,000

Retiring Agent Book For Sale

Clark County, WA

Second generation agency for sale. Great location and base revenue to build off with an established book of heavy personal lines insurance and high retention. Agency owner willing to stay on as paid...

$215,000

$215,000

Cash Flow: $121,000

Established CPA Practice with Growth Potential-SBA Pre-Qualified

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

$965,000

Cash Flow: $450,000

Mercury Book of Business for Growth Potential!

Tarzana, CA

Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...

$599,000

$599,000

Cash Flow: $234,500

Consulting Practice – NW Houston & The Woodlands

Houston, TX

Step into a turnkey value growth consulting practice with a nationally recognized brand. This business serves the thriving business community of The Woodlands and Northwest Houston—two of the...

$40,000

$40,000

Cash Flow: $160,456

Consulting Firm with Built-In Funding Source

Florida

This business coaching and consulting firm is revolutionizing how entrepreneurs scale and strategize. The owner’s custom software and coaching programs combine high-impact strategy with powerful,...

Not Disclosed

Not Disclosed

Cash Flow: $900,000

Profitable South Florida Precious Metals Dealer

Fort Lauderdale, FL

Profitable South Florida precious metals dealer poised for growing reach and profitability. Over $4.5m in 2024 revenue and $1.3m in Q1 2025. Strong competitive advantages including proprietary...

$600,000

$600,000

Cash Flow: $232,370

Dean A. Koutroumanis, D.B.A., M.B.A.

Re/Max Elite Realty Commercial

Serving Pinellas County, FL

Contact Me >

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Independent Insurance Adjusting Company

Hamilton County, OH

This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $1.1M, with a strong cash flow of $360K. The owner is retiring, offering a unique...

$1,100,000

$1,100,000

Cash Flow: $366,918

Check Cashing and Tax Prep in DMV

Fairfax County, VA

Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...

$400,000

$400,000

Cash Flow: $200,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

$192,000 - Tampa, FL

$192,000

Tampa, FL

Established Farmers Insurance Agency Longstanding High Retention Book

Lacey, WA

We have a 2 million premium agency for sale with an established office and cliental ready for new blood and leadership to come in and take advantage of a disruptive yet highly competitive market...

$305,000

$305,000

Cash Flow: $110,000

Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials

Sangamon County, IL

Central Illinois Tax practice This is a great opportunity to purchase a established tax practice with long standing clients. The practice has seen year over year growth. Owner is willing to support a...

$165,000

$165,000

Turnkey Business Brokerage

Gwinnett County, GA

Own a well-established business brokerage in one of the fastest-growing areas of Gwinnett County, GA. This turnkey operation follows a proven business model with multiple revenue streams and is backed...

$45,000

$45,000

Established Business Brokerage - Rare Opportunity!

Kings County, NY

Step into a thriving, turnkey business brokerage backed by a nationally recognized brand with 40+ years of industry leadership. Located in one of New York’s most vibrant and diverse markets, this...

$76,000

$76,000

Business Coaching and Consulting for Small to Mid Sized Businesses

Dallas County, TX

We specialize in working with small and mid-sized businesses to dramatically boost their value, using a proven system that focuses on increasing profitability, streamlining operations, and setting the...

$45,000

$45,000

Cash Flow: $160,457

Lucrative Business Brokerage with Multiple Revenue Streams

Gwinnett County, GA

This is a premium opportunity to acquire an established business brokerage territory, strategically positioned in Atlanta's affluent southern suburbs. This turnkey operation offers a proven business...

$60,000

$60,000

Lucrative Business Consulting Firm for Sale

Clark County, NV

This is a premium opportunity to acquire an established exit planning and business valuation consultancy in the thriving Henderson/Las Vegas market. Operating with a virtual business model, this...

$58,000

$58,000

Cash Flow: $160,457

Buy a Financial Services Business

Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.

Some of the most popular categories of financial services businesses include:

  

Market Overview

Number of Business Listings Analyzed   936
Median Asking Price   $500,000
Median Reported Revenue   $430,000
Median Reported Earnings   $210,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

  

Financial Services Business Valuation Multiples

Range Revenue Earnings (SDE)
Lower Quartile   1.02 1.81
Median   1.18 2.36
Upper Quartile   1.46 3.13
Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price.

  

Read the Report:

Financial Services Business Valuation Benchmarks

  

Sell Your Financial Services Business

For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.