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Financial Services Businesses For Sale

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Long-Term Thriving Agency For Sale

Boise, ID

Picture stepping into your own insurance agency right here in the Boise, Idaho area. The Treasure Valley is one of the fastest growing, most dynamic markets in the Northwest. Instead of starting from...

$525,000

$525,000

Cash Flow: $275,000

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Elite Agency in Highly Sought-After Denver Suburb Greenwood Village!

Greenwood Village, CO

ELITE AGENCY IN GREENWOOD VILLAGE, CO • Established Allstate Agency in Operation Since 2019 • Earned Premium Book of $2,650,000 • Strong Retention Ratio of 88% & Exceptional Loss Ratio of 21% •...

$550,000

$550,000

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Established Insurance Agency with instant renewal revenue and bonuses!

Washington County, MN

MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE...

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$200,000

$200,000

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Meemic & AAA Agency with Excellent Loyalty & Retention Rates in MI!

Midland County, MI

Founded in 2006, this well-established dual-carrier insurance agency has built a strong, loyal client base over nearly two decades. This agency’s consistently strong growth – driven by refined systems...

$595,000

$595,000

Independent Insurance Agency

Polk County, IA

This is an established independent insurance agency with a diversified book across commercial and personal lines. Revenue is largely recurring, supported by long-term client relationships and strong...

$4,200,000

$4,200,000

Cash Flow: $522,232

Worker’s Comp Insurance Carrier

Miles City, MT

The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance....

$20,000,000

$20,000,000

Cash Flow: $94,580

Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

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

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

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....

$500,000

$500,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

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....

$750,000

$750,000

Farmers Insurance Agency

Westlake Village, CA

Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...

$420,000

$420,000

Stop Competing. Start Leading. Be the Big Fish

Waukesha 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...

$90,000

$90,000

SE Ohio Accounting and Tax Practice established 30+ years

Ohio

This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet...

$275,000

$275,000

Cash Flow: $91,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

Income Tax Business for Sale – Strong Client Base & Steady Cash Flow

$450,000 - Houston, TX

$450,000

Houston, TX

Allstate Agency in Hamburg, NY

Hamburg, NY

Rare opportunity to acquire a well-established Allstate Elite-level agency with a 25-year history in the same location in the highly desirable Hamburg, New York market. This $3.76M book of business...

$750,000

$750,000

Cash Flow: $270,000

Allstate Agency in Northern SC

Union County, SC

This 22 year, mature, well-groomed $6.16M Pro-Level Allstate agency offers immediate, consistent revenue to help drive growth. Adding to its appeal are highly experienced staff which will help the...

$1,100,000

$1,100,000

Cash Flow: $300,340

Michael Snider

Transworld Business Advisors of Cleveland West

Serving Cuyahoga County, OH

Transworld Business Advisors stands as the premier global leader in business sales. With a network of over 700 agents across 250 locations in the United States and 10 countries, we leverage more than 40 years of mergers and acquisitions experience to successfully sell thousands of businesses each year. Our proven platform and winning approach provide significant advantages to business owners seeking a seamless and successful sale.

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Allstate Agency in Northern NY State

Monroe County, NY

This is a tenured, loyal book of business with over 50 years of ownership between all owners. This loyal customer base allows for existing relationships and market presence to build new business and...

$975,000

$975,000

Cash Flow: $400,000

Established Farmers Insurance Agency For Sale - Stable & Growing

Douglas County, CO

Own a Highly Scalable Insurance Agency with Unprecedented Corporate Financial Backing Stop looking at low margin retail businesses and heavy inventory franchises. If you are an elite sales operator,...

$180,000

$180,000

Established 50 year ELITE Allstate Insurance Agency!

New York

This well-established Allstate Insurance agency boasts over 50 years of history, demonstrating long-term stability and a strong reputation in the local market. This is a great opportunity to purchase...

$729,000

$729,000

Cash Flow: $234,000

Established Bookkeeping & Accounting Services Firm – Wake County NC

Wake County, NC

This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term...

$500,000

$500,000

Cash Flow: $203,283

Established Insurance Agency in Plainfield, Illinois

Plainfield, IL

Ready to be your own boss without starting from zero? This 14-year-old Farmers Insurance agency is the perfect "starter" book for a growth-minded entrepreneur. Benefit from a loyal client base and a...

$50,000

$50,000

Accounting & Tax Preparation business for sale in Florida

Sarasota, FL

Established Accounting and Tax Preparation Practice for sale in Sarasota, Florida. This well-established accounting and tax preparation firm operates as a home-based practice serving clients...

$110,000

$110,000

Cash Flow: $80,004

Hard Money, Asset-Based Lending Company

This opportunity represents the acquisition of a well-established hard money, asset-based lending platform with a durable track record across multiple market cycles. Operating primarily in two states,...

Not Disclosed

Cash Flow: $1,800,000

Experience Real Estate Franchise and Building for Sale

REAL ESTATE INCLUDED

Elgin, IL

Imagine yourself stepping into a thriving real estate legacy that's been the heartbeat of Kane County for over 40 years. You'll be acquiring more than just a business - you're getting four decades of...

$595,000

$595,000

Cash Flow: $57,000

REAL ESTATE INCLUDED

250-Unit ATM Portfolio | $590K Annual Cash Flow | Third Party Loaded

$1,972,805 - San Francisco, CA

$1,972,805

San Francisco, CA

Debt Collection

Illinois

Long established debt collection agency in Southern IL with existing contracts in place, employees in place that are likely to stay and has history of profitability seller says. This is an opportunity...

$250,000

$250,000

Cash Flow: $144,624

583 – SBA Pre-Approved Established HR and Payroll firm

Austin, TX

The business offers human resources consulting and managed services designed to help organizations effectively manage their employees, processes, and compliance requirements. The firm assists clients...

$1,200,000

$1,200,000

Cash Flow: $450,748

B2B Executive Engagement Platform for Sale

Manhattan, NY

A premium, membership-based B2B executive engagement platform connecting senior enterprise decision-makers with technology and professional-services sponsors. The Company delivers curated digital and...

Not Disclosed

Not Disclosed

Cash Flow: $1,131,055

Philidelphia PA! Allstate for Sale!

Philadelphia, PA

Imagine walking into your own thriving Allstate agency in Philadelphia – one that's been successfully serving customers since April 2000. This isn't just another insurance agency; it's your ticket to...

$850,000

$850,000

Allstate Agency in Broken Arrow, OK

Broken Arrow, OK

This 7-year-old, built from scratch, $1.89M Pro-Level Allstate Agency is ideal for a merger or a new business opportunity as it is a remote agency only. Oklahoma is a great location for continued...

$280,000

$280,000

Established Insurance Agency with Growth Potential

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$675,000

$675,000

Cash Flow: $134,876

Long Established Claims Management & Collections Company

Maricopa County, AZ

This long-established company provides the insurance industry with effective recovery, collection, and claims management services nationwide. For more than 25 years, the firm has focused on a single...

$685,000

$685,000

Cash Flow: $200,000

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

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

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

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

ATM Business For Sale in NYC Nightclubs! Extremly High ROI Locations

$41,000 - New York, NY

$41,000

New York, NY

NEW PRICE! 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...

$550,000

$550,000

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

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

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: $748,916

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

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

Christian Baldwin

Black Diamond Capital Advisory Firm

Serving Washington County, AR

All businesses go through an exit phase at some point, so as a business owner, you need to be prepared to transition the business to family, employees, or a potential buyer. Whether you’re ready to sell now, or planning for further down the road, Black Diamond has the resources and tools to help you achieve the maximum value for your company. Black Diamond Capital Advisory Firm offers comprehensive buy-side advisory services. We assist clients through every step of the buying process by identifying and executing a growth strategy through the acquisition phase. Our professionals successfully advise and execute searches for clients, resulting in value creation for the acquiring shareholders. www.blackdiamondma.com/ www.linkedin.com/in/christianrbaldwin/ https://www.linkedin.com/company/black-diamond-capital-advisory-firm

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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...

$1,300,000

$1,300,000

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

285-Unit ATM Portfolio | $680K Annual Cash Flow | Fully Vendor Loaded

$2,485,545 - Jacksonville Beach, FL

$2,485,545

Jacksonville Beach, FL

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...

$249,000

$249,000

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

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....

$55,000

$55,000

Business brokerage opportunity - seller financing

Tampa, FL

Imagine stepping into a turnkey business brokerage opportunity that's perfectly positioned for your success. If you're already a Florida real estate broker or agent, this could be the natural...

$40,000

$40,000

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

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 Analyzed385
Asking Price$535,000
Reported Revenue$456,000
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 QuartileMedianUpper Quartile
$275,000$535,000$990,000

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$244,588$125,992
Median$456,000$220,000
Upper Quartile$840,000$369,712

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 Quartile1.051.89
Median1.252.50
Upper Quartile1.663.37

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $535,000, though prices range from under $275,000 to well over $990,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $456,000 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 3.37, 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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