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....
Financial Services Businesses For Sale
Industry Info
Lucrative Consulting Business
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...
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...
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...
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...
Cash Flow: $186,000
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...
Cash Flow: $271,819
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
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
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...
Cash Flow: $240,000
Established Insurance Agency with busy traffic location.
Albuquerque, NM
Established Insurance Agency - Turnkey Opportunity in High-Traffic Albuquerque Location This profitable captive insurance franchise, operating since 2017, presents an excellent opportunity for an...
5
Cash Flow: $48,000
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...
Cash Flow: $145,823
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,...
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
Cash Flow: $30,000
Leading Business Brokerage Franchise
$99,000
San Jose, CA
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...
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...
Tony Pompeo
Sunbelt Business Brokers MA|NH|RI
Serving Suffolk County, MA
Sunbelt Business Brokers advises business owners on the process of confidentially selling their business or acquiring another business. We match sellers with the right qualified buyers and surround them with high level legal and financial advisors to guide the transaction.
Contact me
Established Tax Preperation Firm
Providence County, RI
Opportunity to acquire a well-established tax preparation franchise with approximately 15 years of operating history in the Rhode Island market. Supported by a nationally recognized brand, the...
Cash Flow: $63,780
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...
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...
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...
Cash Flow: $373,630
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...
Cash Flow: $225,000
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...
Cash Flow: $134,000
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
Cash Flow: $300,000
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
Lucrative Consulting Business
$55,000
Broward County, FL
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...
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...
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...
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...
Cash Flow: $275,555
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...
Cash Flow: $118,629
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
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...
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...
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
Cash Flow: $177,000
Established Insurance Agency
Shasta County, CA
ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue...
2
Cash Flow: $155,651
Business Brokerage Firm (Remote Operations) in Business for 20yrs
$5,000,000
Palm Beach County, FL
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....
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...
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...
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...
Cash Flow: $512,000
Farmers Insurance Agency Book of Business for Sale LA
Downey, CA
Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $631,242 in annual premiums across Home policies, Auto, and Life...
Cash Flow: $35,910
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...
Cash Flow: $363,000
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...
Cash Flow: $150,000
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...
Cash Flow: $78,655
Arthur Huang
Pinnacle Real Estate Group
Serving Los Angeles County, CA
Contact me
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...
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...
Strong Performing Tax Franchise for Sale
$175,000
Suffolk County, NY
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...
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....
Cash Flow: $268,778
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...
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...
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...
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...
6
NEW PRICE! 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...
Cash Flow: $395,000
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 Analyzed | 389 |
| Asking Price | $530,000 |
| Reported Revenue | $452,000 |
| Reported Seller's Discretionary Earnings | $220,000 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $270,000 | $530,000 | $988,000 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $240,000 | $124,900 |
| Median | $452,000 | $220,000 |
| Upper Quartile | $840,000 | $368,547 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.05 | 1.89 |
| Median | 1.25 | 2.50 |
| Upper Quartile | 1.66 | 3.39 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $530,000, though prices range from under $270,000 to well over $988,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $452,000 and owners earn a median of $220,000, 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 1.05 to 1.66, with a median of 1.25. Earning multiples range from 1.89 to 3.39, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.50 times its annual owner earnings.
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