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Financial Services Businesses For Sale

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Large Topper Club Farmers Insurance Agency located in Texas

Plano, TX

EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...

$1,430,000

$1,430,000

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WA Established Insurance Agency for Sale – Allstate Opportunity

Washington

Business Overview: Multiple established insurance agencies are available for acquisition. These agencies have a strong presence in their respective communities, a loyal customer base, and significant...

$1,000,000

$1,000,000

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HI Established Insurance Agency for Sale – Allstate Opportunity

Hawaii

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

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AK Established Insurance Agency for Sale – Allstate Opportunity

Alaska

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

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

SBA LOAN ELIGIBLE

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...

$300,000

$300,000

Cash Flow: $87,846

SBA LOAN ELIGIBLE

8.9 MM Allstate Agency for Sale - Houston Area

Friendswood, TX

The established Allstate Agency, founded in 2011 services $8million in Managed premium and generates around 1.5MM in gross commission revenue ( 2025 ). The book of business is primarily personal lines...

$1,849,000

$1,849,000

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

Bristol, CT Allstate Agency for Sale!

Bristol, CT

Imagine walking into your own established Allstate agency, where you'll immediately inherit a loyal customer base that's been built over 14 successful years. This Bristol, Connecticut opportunity...

$800,000

$800,000

Insurance Lead Generation & Marketing Company for Sale

Los Angeles, CA

The Company is a performance-based marketing and lead-generation partner serving regulated insurance verticals, with a primary focus on Medicare and Final Expense. The business specializes in driving...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

Well-Established, Mature Insurance Agency (35 Yrs) for Acquisition

Tigard, OR

Well-Established Insurance Agency - 35 Years of Excellence This mature Farmers Insurance agency presents an exceptional acquisition opportunity for qualified buyers seeking a turnkey operation with...

$225,000

$225,000

Financial Planning Virtual RIA: Ride this new disruptive wave early!

Nazareth, PA

Head to emancipare.com/buyer to get started, this one won't last long! Advice-only financial planning, investment advising, and tax planning is a fast-growing wave. Every household needs a financial...

$90,000

$90,000

Cash Flow: $55,839

Allstate Agency in Media, PA

Media, PA

Well established, $1.97M, 10 year Allstate agency is a perfect opportunity for scalability. With low overhead expenses, an excellent bundle rate of 86.20% and licensed to sell in PA, DE and NJ, this...

$349,999

$349,999

Profitable, Long Established CPA Practice

Calvert County, MD

This profitable, well-known CPA practice has been a trusted fixture in Calvert County and Southern Maryland for over 20 years, serving generations of loyal clients through a highly referral-driven...

$180,000

$180,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

B2B Lending Company and Platform for Sale - Turnkey Opportunity!

Opportunity to acquire a fully operational, historically profitable small-business loan origination platform serving clients nationwide. This digital platform streamlines borrower acquisition,...

$95,000

$95,000

Cash Flow: $422,560

Allstate Agency in Killeen, TX

Killeen, TX

This $4.14M, Pro-Level Allstate agency is a special, cultivated book of business for over 37 years with numerous 20 and 30 year clients. Being rooted in Killeen, TX places this agency in a very...

$699,000

$699,000

Geoffrey Warrell

LINK Business Fort Worth

Serving Tarrant County, TX

LINK Fort Worth LINK focuses on commercial business transactions in the Main Street Market. Our Business Brokers are highly trained and possess comprehensive business knowledge and specific industry expertise. LINK Enterprise specializes in high-net commercial business transactions in the Lower Middle Market. Our highly-qualified Enterprise professionals include former business owners and leaders, bankers, financial investors and advisors.

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Commercial Insurance Business Offering

Broward County, FL

ARE YOU READY ? Here It IS - and it wont last! Well Established Mostly Commercial Insurance some Property & Workman's Comp Come in and continue! Full Staff in place doing Day to Day Operations (seller...

$1,800,000

$1,800,000

Cash Flow: $183,644

Allstate Agency in North Augusta, SC

Aiken County, SC

This meticulously grown Pro-level Allstate agency has $3.44M in premium and 1718 active policies. Retention is strong at 85.62 and with a 43 year client base in the North Augusta area, this agency is...

$630,000

$630,000

Non-Standard Insurance Agency w/Multiple Revenue Lines

South Gate, CA

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant...

$450,000

$450,000

Cash Flow: $60,000

Highly Profitable Tax Prep & Bookkeeping Bus. - Wilmington, NC

Wilmington, NC

This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric...

$265,000

$265,000

Cash Flow: $123,675

Allstate Agency in Port Huron, MI

Port Huron, MI

This amazing $5.5M Allstate agency began in 2007 and is the result of several carefully executed mergers which have resulted in a successful book of business with a loyal customer base. Growth...

2

$1,250,000

$1,250,000

Cash Flow: $300,000

Highly Profitable Oregon Tax Practice

Lane County, OR

With a trusted reputation spanning more than 57 years, this Oregon-based Practice delivers comprehensive tax services to both businesses and individuals. As of January 2026, the Practice proudly...

$2,000,000

$2,000,000

Cash Flow: $685,661

Established and Profitable Check Cashing Business

Davie, FL

MAJOR PRICE DROP! Profitable Check Cashing Business – 20 Years Established – Broward County Reason for Sale: Retirement. Located in a high-traffic corridor in Central Broward, this established check...

$250,000

$250,000

Cash Flow: $250,000

Thriving Accounting and Tax Practice

James City County, VA

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...

$150,000

$150,000

Cash Flow: $119,545

Lucrative Consulting Business

$55,000 - DuPage County, IL

$55,000

DuPage County, IL

Thomas McKeen

United Franchise Group

Profitable Auto Insurance Franchise

Fort Lauderdale, FL

Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy east-west...

$1,300,000

$1,300,000

Cash Flow: $135,189

High-Income Potential Business Brokerage – Exclusive Territory

Santa Cruz County, CA

An outstanding opportunity to acquire an exclusive and well-established business brokerage territory in one of California’s most economically diverse and opportunity-rich regions. This territory...

$91,000

$91,000

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...

$1,850,000

$1,850,000

Cash Flow: $419,355

PRICE REDUCTION Established Independent Adjuster Business 4 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...

$150,000

$150,000

Cash Flow: $131,680

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...

$299,000

$299,000

Cash Flow: $94,646

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

Consulting Business– NW Houston & The Woodlands

Houston, TX

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

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

Lucrative Business Consulting Firm for Sale

Clark County, NV

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....

$58,000

$58,000

Great Home and Auto book of business to build off

$150,000 - Fremont, CA

$150,000

Fremont, CA

Doug Runyon

District 79-06

Top-Ranked National Business Brokerage Franchise Territory for Sale -

Tampa, FL

Own a lucrative territory within a leading national business brokerage franchise, renowned for its proven systems, comprehensive training, and unparalleled support. This is your chance to step into a...

$55,000

$55,000

Surplus Lines Insurance Agency For Sale

Camarillo, CA

This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency...

$1,275,000

$1,275,000

Cash Flow: $228,701

Public Adjuster Business

Florida

Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...

$2,000,000

$2,000,000

Cash Flow: $650,824

Commission Express - Denver, Colorado

Arapahoe County, CO

COMMISSION EXPRESS businesses apply the general factoring process to the specialty of factoring real estate sales commissions. We purchase these pending receivables on the basis of their quality as an...

$25,000

$25,000

Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

NEWLY REDUCED PRICE! Real Estate Available for Purchase as Well! This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this...

$195,000

$195,000

Cash Flow: $89,082

For Sale: Established Tax Consulting & Accounting Firm

Virginia

For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...

$277,000

$277,000

4 Very Profitable Check Cashing Stores DE-PA! New Price Reduction

New Castle County, DE

NEWLY REDUCED PRICE! The buyer will need a cash inventory of approximately $600k-$700K on day one of ownership. All five stores, two in Delaware and three in Pennsylvania, are profitable and fully...

$950,000

$950,000

Cash Flow: $696,370

ATAX Flushing, NY Tax Franchise Opportunity

Queens, NY

ATAX Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Flushing, NY. This recession-resistant business has built a solid...

4

$360,000

$360,000

Cash Flow: $96,672

Elena Moore

Murphy Business and Financial Corporation

Serving Larimer County, CO

Murphy Business Brokers of Colorado provides full-service business brokerage support to owners across Colorado. Whether you’re preparing for retirement, exploring a franchise resale, or simply ready to move on to your next chapter, we help you navigate the sale of your business with confidence, clarity, and complete confidentiality. Led by broker Elena Moore, our Denver and Northern Colorado offices blend the strength of a nationally recognized brokerage network with the personal, friendly, and practical guidance local owners appreciate. Elena’s style is easygoing and approachable, yet backed by deep market knowledge, strong negotiation skills, and a commitment to protecting your privacy throughout the entire process. Clients often describe her as the “calm in the storm” — steady, honest, and focused on making a complex process feel manageable. We offer professional business valuations, confidential marketing, buyer screening, deal negotiation, and support through closing. As part of a nationwide brokerage system, we bring broad buyer reach and proven tools, while staying rooted in the realities of the Colorado marketplace — from mountain-town main street businesses to service companies along the Front Range and everything in between. Our mission is simple: help Colorado business owners achieve a smooth, well-planned, and financially successful exit. You’ve worked hard to build your business. We’re here to help you transition it with the care, respect, and expertise it deserves. If you’re considering selling — whether now or in the future — we’re here to talk, answer questions, and guide you confidentially every step of the way.

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ATAX Franchise – Established turnkey location

Hackensack, NJ

ATAX NJ Tax Preparation Franchise - Established & Profitable - Recession-resistant business ATAX Office for Sale – Surrounded by Success, Ready to Thrive! PRIME LOCATION ADVANTAGES - Strategically...

5

$65,000

$65,000

Cash Flow: $15,000

ATAX Denver, CO Profitable Tax Preparation

Denver, CO

ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...

5

$450,000

$450,000

Cash Flow: $84,000

Turnkey Business Consulting Territory

$55,000 - Union County, NJ

$55,000

Union County, NJ

Thomas McKeen

United Franchise Group

Cash Positive Tax Prep Firm- Manhattanville, NY

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

Columbus to Cincinnati, OH - ATM route for sale

Columbus, OH

15 ATM Locations in the Columbus to Cincinnati, OH area - mainly high-end Hotels - making about $21,000/yr NET (outside of Gas and time) for sale for $38,800 Buyer must join ACFN ATM franchise...

6

$38,800

$38,800

Cash Flow: $21,000

Tucson, AZ- ATM route for sale

Tucson, AZ

11 ATM Locations in the Tucson, AZ area - high-end Hotels, Gas Stations, and high volume events, making $40,680/yr NET (outside of Gas and time) for sale for $64,705 Buyer must join the ACFN ATM...

6

$64,705

$64,705

Cash Flow: $40,680

Charleston, SC - ATM route for sale

Charleston, SC

7 ATM Locations in the Charleston, SC area - mainly high-end Hotels - making $20,000/yr NET (outside of Gas and time) for sale for $35,155 Buyer must join ACFN ATM franchise program. Franchise program...

6

$35,155

$35,155

Cash Flow: $20,000

Detroit, MI - ATM route for sale

Detroit, MI

14 ATM Locations in the Detroit, MI area - mainly high-end Hotels and Shopping Malls - making about $33,000/yr NET (outside of Gas and time) for sale for $72,944 Buyer must join ACFN ATM franchise...

6

$72,944

$72,944

Cash Flow: $33,000

Phoenix, AZ - ATM route for sale

Phoenix, AZ

12 ATM Locations in the Phoenix, AZ area - all high-end Hotels - making $18,500/yr NET (outside of Gas and time) for sale for $30,202 Buyer must join ACFN ATM franchise program. Franchise program...

6

$30,202

$30,202

Cash Flow: $18,500

Bay Area, CA - ATM route for sale

San Jose, CA

33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $41,000/yr NET (outside of Gas and time) for sale for $92,500 Buyer must join ACFN ATM franchise program....

6

$92,500

$92,500

Cash Flow: $41,000

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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