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Financial Services Businesses For Sale

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Start-upFarmers Agency Opportunity with Huge 3 Year Bonus

Farmers Insurance is one of America's top insurance carriers and the explosive growth in Arizona has created a tremendous opportunity for Farmers Insurance Agency Owners to thrive! This opportunity is...

Not Disclosed

Start-up

Not Disclosed

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Start-upStart an Insurance Agency – Full Training & Support Provided.

Own your future with a turnkey life insurance agency opportunity designed for motivated entrepreneurs, even if you have no prior experience. This is your chance to step into a proven business model...

$199

Start-up

$199

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Start-upEstablished Award-Winning Agency Located in Commerce City, CO

This established $3,925,000 earned premium agency is located in Commerce City, CO, a growing community just 15 miles northeast of Denver. It has a small town feel with excellent public schools, and...

$725,000

Start-up

$725,000

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Start-upAAA Agency Ownership Opportunity

AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join our team! One of the Industry's BEST Compensation Packages! Earning potential is...

Not Disclosed

Start-up

Not Disclosed

Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down!

Monmouth County, NJ

Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by...

$2,500,000

$2,500,000

Cash Flow: $697,703

Insurance and Accounting Firm with Book of Business | 20-Years

Dallas County, TX

This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The...

$440,000

$440,000

Cash Flow: $200,000

$1.2M EP Allstate Agency in St. Peters, MO!

Saint Peters, MO

This established Allstate insurance agency presents a compelling acquisition opportunity in the thriving Saint Peters, Missouri market. With $1.2 million in earned premium, the agency demonstrates...

$322,000

$322,000

$4.2M EP Allstate near Portland, OR

Beaverton, OR

This established Allstate insurance agency represents a compelling acquisition opportunity in the Portland metropolitan market, generating $4.2 million in annual earned premium with demonstrated...

$799,000

$799,000

Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre

Quebec

Type d’acheteur recherché : Individu ou cabinet non-CPA . Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une...

$895,000

$895,000

Cash Flow: $314,058

Occupancy & Insurance Inspection Provider

Arenac County, MI

This long-standing property inspection business has been operating successfully, earning trust from major financial firms and service aggregators. The company conducts residential inspections,...

$330,000

$330,000

Cash Flow: $145,000

Established La Crosse County CPA Practice For Sale

La Crosse County, WI

Practice Details: Retiring owner are seeking a qualified Buyer for this profitable CPA practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended...

$200,000

$200,000

600k SDE Medical Billing company, Specialty Behavior Health Growing!

Ohio

well-established medical billing and management company based in Ohio. The company provides comprehensive billing, coding, and practice management solutions to healthcare providers. With nearly three...

$2,900,000

$2,900,000

Cash Flow: $600,000

Independent Insurance Agency – $3M Premium Book – Prime Location Holly

Hollywood, FL

Independent Insurance Agency – $3M Premium Book – Prime Location Hollywood, FL Price: $650,000 Location: Downtown Hollywood, Florida Gross Revenue: Contact Seller Cash Flow: Contact Seller...

$650,000

$650,000

Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring

$1,406,160 - Jacksonville, FL

$1,406,160

Jacksonville, FL

East Kansas City Area CPA Firm

Missouri

MO1169: The seller of this growing East Kansas City CPA firm is approaching retirement and ready to sell. They would be willing to continue working a few years after the sale as needed by the buyer....

$325,000

$325,000

York County CPA Practice For Sale

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $500,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

$515,000

Jim Parker

The Lawn Boss, Inc.

Serving Orange County, FL

Successfully selling a lawn or landscape business with gross sales exceeding $1 million in sales requires the touch of a specialist who understands the industry inside and out, and that’s where Jim excels. As an internationally and nationally recognized business broker, Jim’s deep understanding of your industry sets him apart from local generalist brokers. Choosing Jim means gaining the support of an entire team of professionals. This expert team, using proven systems and strategies, ensures faster sales, above-average prices, and favorable terms with no upfront fees, we gat paid when your business sells. Its success rate is a testament to its effectiveness, at 90% of listed businesses sold, nine times the national average. Jim is also a recognized leader among his peers serving as the 2026 Elected Chair for the International Business Brokers Association, which has over 300 members. Additionally, he served 10 years on board of the Business Brokers of Florida and four years on the Board of the IBBA.

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Insurance -Multi Locations For Sale

REAL ESTATE INCLUDED

San Antonio, TX

Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees: Experienced licensed...

$2,820,000

$2,820,000

REAL ESTATE INCLUDED

White Mountain Region, New Hampshire Tax & Accounting Practice for Sal

Carroll County, NH

• Tax and accounting (Enrolled Agent) practice for sale in the White Mountain Region of New Hampshire (Carroll County) • Revenues are derived from accounting (7%); and tax services for individuals...

$300,000

$300,000

Cash Flow: $110,000

Hampton Roads Area Tax and Accounting Practice For Sale

Virginia Beach, VA

• Seller retiring but would like to continue working for new owner. • Gross revenue of $450,000 with 2025 expected around $465,000! • Revenues comprised of Tax (68%), Accounting/Bookkeeping (29%) and...

$550,000

$550,000

Milwaukee Area Book of Business Clients

Wisconsin

A well-established CPA firm in the Milwaukee area is offering a partial book of business for sale. This book consists primarily of business tax clients (1120S, 1065, and 1120) and their related 1040s,...

$145,000

$145,000

Phoenix-Area Medical Insurance Verification Business

Maricopa County, AZ

Proven healthcare service business with strong recurring revenue now available in the Southwest! This home-based company has operated since 2017 with zero marketing spend—built entirely on referrals...

$250,000

$250,000

Foster City CPA Firm for Sale

Foster City, CA

CPA firm for sale in Foster City, CA. This home-based Firm has been operating in the area since 2001, and the Seller is looking to reduce their workload in anticipation of retirement. This sale...

$185,000

$185,000

Cash Flow: $168,310

High-Margin 401(k) & Investment Advisory Consulting Firm

Michigan

The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...

$3,500,000

$3,500,000

EBITDA: $600,000

$4.5M EP Hilton Head, SC Elite Allstate Agency For Sale!

Hilton Head Island, SC

FINANCIAL PERFORMANCE OVERVIEW: This established Elite Allstate insurance agency generates $4.5M in total earned premium, comprising $3.3M in direct business plus $1.2M in brokered premium. Operating...

$1,490,000

$1,490,000

Established 221-ATM Route Generating $424K+ Annual Cash Flow

$1,484,800 - Columbus, OH

$1,484,800

Columbus, OH

Tax Practice for Sale in NYC

New York, NY

Income Tax Preparation Individuals -726 - Avg Fee - $425 Total $308.5k Businesses - 24 - Avg Fee -$750- Total $18k PAYROLL RETURNS - $3,500 SALES TAX RETURNS - $1,500 3,500 1,500 331,500 (2025 year)...

$425,000

$425,000

Cash Flow: $200,000

Central Arkansas Client List

Arkansas

AR1175: This central Arkansas client list (partial sale) could be a great start for someone looking to become their own boss or a nice addition to an existing firm. Practice includes a good number of...

$213,000

$213,000

Niche CPA Practice North of Boston For Sale

Massachusetts

-Established CPA firm generating over $1.9M in annual revenue -Strong focus on audits, reviews, and tax services -Experienced, long-tenured staff with low turnover Located north of Boston,...

$2,500,000

$2,500,000

Virtual Brentwood CA Tax Book of Business for Sale

Contra Costa County, CA

Virtual client base and above-market average fees per return. Buyers seeking a high-value, fully virtual client base will find this one hard to match. • The seller is a CPA and requires the buyer to...

$360,000

$360,000

Virtual Carpinteria, CA CPA Practice for Sale

Santa Barbara County, CA

Seller is only open to an established practitioner located in southern California. • The owner is a CPA • This practice was established in 2005 • No clients meet with the seller in person; all are...

$235,000

$235,000

Cash Flow: $119,035

Overland Park Client List

Overland Park, KS

KS1118: The sellers of this Overland Park client list are seeking to sell this client base (partial sale) and pursue other business interests. The office location will remain available through 5/1/26...

$282,000

$282,000

45% Cashflow and Growing CPA firm with 70-100% Equity for Sale

California

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%. ? Real-Estate Niche: Deep relationships with developers, contractors, and...

$3,890,000

$3,890,000

$70,000 NET Money Service Transfer Business & Retail Store in Mesa!!!

Mesa, AZ

If you are looking a turn-key money service business that also sell small retail items and snacks that has been in the same location for over 25 years with a solid client base and tons of room for...

$160,000

$160,000

Cash Flow: $70,000

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Westwood, Westside Los Angeles, High Quality CPA Practice for Sale

Los Angeles, CA

Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after 40 years. Looking for a local CPA with at least 10 years solid...

$1,490,000

$1,490,000

Cash Flow: $800,000

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

Scalable Ag Media & Grain Market Subscription Business #1980

Listing Price: Market Value Location: Remote This remotely operated agricultural media and consulting firm is a premier provider of actionable market intelligence and strategic insights for farmers,...

Not Disclosed

Cash Flow: $981,652

Not Disclosed

Cash Flow: $981,652

Utah-Based CPA Peer Review Practice

Utah

This trusted and well-regarded CPA Peer Review Practice for sale in Utah has cultivated a loyal, repeat client base of firms, primarily within the Utah, Montana, Idaho, Wyoming, and Nevada area. The...

$100,000

$100,000

ELITE Allstate Agency near McKinney, Texas

Mckinney, TX

This established, high-performing insurance agency located near McKinney, Texas, offers an exceptional opportunity for a buyer seeking a well-run, profitable, and growth-ready operation. With...

$2,000,000

$2,000,000

Tax Preparation & Bookkeeping Services

Worcester County, MA

Established Tax Preparation & Filing Services - 35 Years of Success This well-established accounting and tax practice has been serving clients since 1990, generating $650,000 in annual revenue with...

$550,000

$550,000

Cash Flow: $325,000

Perfect Chicago ATM Route - 10 ATMs $120,000

Aurora, IL

This is a rare opportunity to acquire a profitable portfolio of 10 ATMs located in the Chicago area. The portfolio generates an average gross profit of $45,438/year and offers strong regional presence...

$120,000

$120,000

Cash Flow: $45,438

Profitable Financial Services Business, Turnkey & Growing

Houston, TX

TRANSWORLD BUSINESS ADVISORS OF SOUTH & WEST TEXAS - LISTING REF # 76931-937866 This well-established tax and financial services firm in Houston has already generated $695,148 in revenue for 2025, and...

$802,694

$802,694

Cash Flow: $585,197

Reasonably Relocatable CPA Firm in Affluent Detroit Suburb

Oakland County, MI

Well-established CPA practice with a long-standing reputation and steady client base. Located in a desirable northwest Detroit suburb, this firm offers a diverse mix of personal, business, and trust...

$298,000

$298,000

Profitable Allstate Insurance Office in Levittown

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

$450,000

Cash Flow: $195,000

Krishan Goll

Century 21 Bravo Realty

Serving Canada

Century 21, founded in 1971, is a successful global real estate franchise. Operating in 80+ countries with 14,000+ offices, it has won J.D. Power awards for customer satisfaction, pioneered real estate TV ads, and offers top agent training. Known for strong brand recognition and innovation.

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Established Merchant Services Company- Profitable & Scalable Business

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

$3,300,000

Cash Flow: $450,000

High-Profit Insurance Office, Recurring Income

Columbia, SC

Picture yourself walking into your own insurance office each morning, knowing you're building something that truly matters. This established insurance agency in Columbia offers you the perfect blend...

$13,490

$13,490

Cash Flow: $152,620

Farmers Agency For Sale

$270,000 - Solano County, CA

$270,000

Solano County, CA

Castro Valley CPA Firm for Sale

Castro Valley, CA

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale...

$235,000

$235,000

Cash Flow: $158,615

Public Sector & Youth Ad Sales Specialist

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$335,000

$335,000

Cash Flow: $110,000

Farmers Agency For Sale

Daly City, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$525,000

$525,000

Amazing New York City ATM portfolio for sale $69,500!

New York, NY

This great ATM portfolio of 21 ATMs in New York City, NY and the surrounding areas. The portfolio has Gross Profit Income of $2,830.00/mo in the past 12 months. All 21 ATMs are owned by the seller and...

$69,500

$69,500

Cash Flow: $34,000

Accounting Practice for Sale in Northern Virginia

Sterling, VA

Established in 1989. Retirement minded owner. 25% Accounting. 75% Income Tax & Other Serve small to medium sized businesses and a few stand alone individual tax clients....

$617,500

$617,500

Cash Flow: $240,000

Accounting Firm for Sale in Southern Coastal North Carolina

Hampstead, NC

800 tax clients and 100 monthly bookkeeping /payroll clients....

$775,000

$775,000

Accounting & Tax Firm for Sale in Las Vegas

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

$605,000

$605,000

Cash Flow: $205,000

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.