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Financial Services Established Businesses For Sale

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Industry Info
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Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue

Clayton, NC

Overview This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial...

$12,000,000

Cash Flow: $3,500,843

$12,000,000

Cash Flow: $3,500,843

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listing image
Established Agency for Sale - Turn Key

Sandpoint, ID

Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...

$152,000

2

$152,000

High Margin Insurance Related Service

Orlando, FL

Rapidly scaling in the $100B storm restoration market, this business delivers proven profitability for contractors nationwide. Growing from a single client to nearly 300 contractors nationwide,...

Not Disclosed

Cash Flow: $1,130,102

Not Disclosed

Cash Flow: $1,130,102

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...

$714,000

$714,000

$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record

Fort Worth, TX

This Fort Worth-based ATM route includes 251 machines generating $387,072 in annual cash flow. The business has operated for over 15 years, with a focus on high-traffic locations and reliable site...

$1,354,752

Cash Flow: $387,072

$1,354,752

Cash Flow: $387,072

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

Jacksonville, FL

This 209-location ATM route across Jacksonville generates over $33,500 in monthly revenue from transaction fees. Each machine produces approximately $160 per month, with established locations, vendor...

$1,406,160

Cash Flow: $502,200

$1,406,160

Cash Flow: $502,200

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

Columbus, OH

This ATM route consists of 221 machines located throughout Columbus in high-traffic retail stores, gas stations, and entertainment venues. The business has been in operation for several years and...

$1,484,800

Cash Flow: $424,320

$1,484,800

Cash Flow: $424,320

Profitable Tax Business In Albany NY

Albany, NY

This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....

$250,000

Cash Flow: $100,000

$250,000

Cash Flow: $100,000

Established Business Brokerage – Prime Nashville Market

Nashville, TN

Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...

$67,500

$67,500

Very profitable annuity boutique insurance agency

Detroit, MI

This company has averaged $600,000 net for the past 2 years. This business has over 900 customers. They can be operated from anywhere in the country. This insurance agency primarily sells 10 year...

$2,200,000

Cash Flow: $600,000

$2,200,000

Cash Flow: $600,000

Established Business Brokerage - Strategic Georgia Market

Muscogee County, GA

This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...

$60,000

$60,000

Insurance Claims Provider

Orlando, FL

A high-performing public adjusting firm with a proven track record of generating consistent revenue through strong B2B partnerships with mid-sized roofing contractors handling insurance-related...

Not Disclosed

Cash Flow: $756,830

Not Disclosed

Cash Flow: $756,830

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

Larry Swanson

Transworld Business Advisors of Downers Grove

Serving DuPage County, IL

Transworld Business Brokers is the world leader in the marketing and sales of businesses and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists. Since our inception, we have excelled in getting deals done! Call us and you will understand what makes us the best company to handle any business or commercial real estate sale.

Contact Me >

Contact me
Farmers Agency For Sale

Solano County, CA

Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...

$270,000

3

$270,000

West Michigan-Based Tax Preparation Business

Ottawa County, MI

The 15+ year owner of this West Michigan-based tax practice would like to retire following the 2025 tax season, and will transition the company's 500+ clients to a new buyer. The majority of the...

$110,000

Cash Flow: $73,421

$110,000

Cash Flow: $73,421

Elite Allstate Agency DFW Flower Mound, Texas Book Only

Flower Mound, TX

Outstanding opportunity gem of a $3,456,829 (as of 12/31/2024) Allstate Agency in the growth-rich state of Texas! With its Elite Level status, high retention at 82.9%, this agency won’t be available...

$810,000

Cash Flow: $1,000,000

6

$810,000

Cash Flow: $1,000,000

Established Insurance Business For Sale

Raleigh, NC

Well-established independent insurance agency serving individuals, families, and businesses with a strong reputation for integrity, transparency, and client-first service. The agency has grown...

$695,000

Cash Flow: $66,000

$695,000

Cash Flow: $66,000

297-ATM Empire Generates $570K+ Annually

Austin, TX

This established ATM network consists of 297 machines operating across the Austin area. The business has been in operation for 15 years and is currently generating approximately $47,500 per month in...

$1,596,600

Cash Flow: $456,192

$1,596,600

Cash Flow: $456,192

Scalable Early Out & Patient Billing Company for Sale

Utah

(Not a medical billing) This established Utah-based company offers a unique opportunity to acquire a business specializing in early out-patient management billing and proactive revenue optimization,...

$425,000

Cash Flow: $128,018

$425,000

Cash Flow: $128,018

North Broward Well Established Accounting Firm For Sale.

Broward County, FL

This very Established Bookkeeping and Accounting Practice; with approximately (525) 1040 clients and (385) corporate return clients, is for sale. This practice generates income from monthly...

$700,000

Cash Flow: $460,000

$700,000

Cash Flow: $460,000

Multi-Revenue Stream Business Brokerage

Lafayette County, LA

Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...

$67,500

$67,500

DC/Baltimore ATM Business For Sale

Maryland

Established ATM Route Business - DC/Baltimore Metro Area This turnkey ATM portfolio offers a proven cash-generating opportunity in the thriving Baltimore and DC metropolitan markets. Operating since...

$195,000

$195,000

Proven ATM Network: $32K+ Monthly Profit, Turnkey Operation

Lubbock, TX

This opportunity consists of an established ATM network operating 256 machines in high-traffic Lubbock locations. The business has been in operation for more than a decade and generates over $32,760...

$1,376,256

Cash Flow: $393,216

$1,376,256

Cash Flow: $393,216

Established Insurance Agency- Farmers Insurance

Temecula, CA

This is your chance to step into ownership of an established insurance agency with solid foundations, a loyal client base, and strong recurring revenue from steady renewals. With room for growth and...

$200,000

$200,000

10+ Yr Business Brokerage and M&A Firm

Los Angeles County, CA

This is a rare opportunity to acquire a top-performing business brokerage and M&A franchise firm in the heart of Los Angeles, one of the most active business transaction markets in the United States....

$1,200,000

Cash Flow: $239,169

$1,200,000

Cash Flow: $239,169

Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

Lakeland, FL

20 straight years of rising income. Recurring revenue. Loyal clients. This tax & accounting firm is a rare find — high profit margins, streamlined systems, and a stellar reputation built over two...

$775,000

Cash Flow: $670,000

$775,000

Cash Flow: $670,000

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

Tampa, FL

Established ACA Health Insurance Agency - 800 Active Clients Generating $240,000 Annual Revenue This turnkey ACA health insurance book of business represents an exceptional opportunity to acquire...

$192,000

Cash Flow: $220,000

$192,000

Cash Flow: $220,000

Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential

San Antonio, TX

Profitable Farmers Insurance Book – $450K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $4.5M premium Farmers Insurance book of business generating $450,000 in revenue over the last...

$825,000

Cash Flow: $450,000

3

$825,000

Cash Flow: $450,000

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

New York, NY

ATM Business For Sale – Prime NYC Nightclub & Outdoor Locations This is a rare, high-profit opportunity to acquire a turnkey ATM route with 6 premium locations in New York County & Kings County....

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

Rapidly Growing Hybrid Accounting Firm

Raleigh, NC

Rapidly growing accounting firm serving small businesses and individuals in Raleigh, North Carolina and the surrounding region. The Company’s services are primarily composed of highly recurring tax...

$995,000

$995,000

Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH

Cuyahoga Falls, OH

Established CPA Tax and Accounting Practice with 40 years of proven success in Cuyahoga Falls, OH. This well-positioned firm generates $225,000 in annual revenue with $90,000 in seller's discretionary...

$225,000

Cash Flow: $90,000

$225,000

Cash Flow: $90,000

Farmers Insurance Agency - For Sale

Clark County, NV

Farmers Insurance Agency for Sale – Las Vegas, NV Seasoned Agency | Profitable | Growth Opportunity An exceptional opportunity to acquire a well-established Farmers Insurance agency located in Las...

$225,000

$225,000

Money Service Business

Paso Robles, CA

Established Money Service Business - Profitable Financial Services Operation This well-established financial services business has been serving the Paso Robles community since 2007, generating strong...

$399,000

Cash Flow: $70,000

$399,000

Cash Flow: $70,000

Own Your Own Sole Practitioner CPA firm on the Emerald Coast

Santa Rosa County, FL

Have you dreamed of living on the beautiful Emerald Coast? This great main street CPA business does mostly tax work for businesses and individuals. A qualified buyer can get an SBA loan with as little...

$450,000

$450,000

Cash Flow: $228,985

Home-Based and Profitable Accounting Firm

Union County, NJ

LISTING ID # 37182 A highly profitable, home-based accounting practice serving over 250 loyal clients across New Jersey is now for sale. Clients are consistent and recurring. The firm provides...

$150,000

$150,000

Cash Flow: $78,000

Motivated Seller!!! Allstate Agency in SE Pennsylvania

Delaware County, PA

Seller ready to move on this well-established, $2.67M Pro-Level, 25-year Allstate Agency nestled in the suburban area of Philadelphia, PA. Excellent retention and highly trained staff make this agency...

$540,000

$540,000

Established Premium Agency in a Highly Sought Denver Suburb

Aurora, CO

This established $6,700,000 premium agency is located in a very sought after area east of Denver. Founded over 30 years ago, the agency has grown an amazing book of business with high retention. The...

$1,450,000

$1,450,000

Long established CPA Practice in Martin County

Stuart, FL

This long established CPA practice located in Martin County Florida is making available a book of business due to his semi-retirement and his objective to fully retire within the near future. The CPA...

$70,000

$70,000

Cash Flow: $60,340

Gulambasir Nagpuria

Green Star Realty LLC

Serving Middlesex County, MA

Established in Burlington area of Massachusetts.Serving needs of community in Residential and Commercial real estate

Contact Me >

Contact me
Affluent Boomer Finance-Insurance Dominant Digital Media Platform

Florida

High-Authority Digital Media Platform | 200K+ Users | Affluent Boomer Finance & Insurance Market An exclusive opportunity to acquire or invest in a high-authority digital media platform serving one of...

$1,500,000

$1,500,000

Personalized Insurance Agency with Technology-Driven Growth Engine

Richmond, VA

This personal lines insurance agency operates at the intersection of technology and client-focused service delivery, offering home and auto policies tailored to individual needs. Capitalizing on a...

$209,000

$209,000

Cash Flow: $191,025

Scalable Insurance Consulting Firm with Advanced Client Acquisition

Oklahoma City, OK

This insurance services consulting business specializes in personal insurance products, focusing on providing customized home and auto coverage supported by efficient technology platforms. The lean...

$205,000

$205,000

Cash Flow: $197,788

CPA Firm

Wisconsin

Established CPA Firm presents an exceptional opportunity to acquire a profitable accounting practice with nearly three decades of operational success. Due to confidentiality, please reach out with...

$1,050,000

$1,050,000

Cash Flow: $350,000

Thriving turn key Farmers Insurance Agency (Boise, Idaho)

Boise, ID

Rare opportunity to own an established Farmers Agency. This well-established agency offers an ideal pathway into the insurance industry. With a strong presence in Commercial, Life, Property, and...

$350,000

$350,000

Tax Practice Book of Business

Aspen, CO

Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is...

$225,000

$225,000

Cash Flow: $225,000

Allstate $13.5 Elite Agency – Established and Profitable

Shasta County, CA

This offering includes two well-established (40+ years in business) award-winning agencies, bundled together. Strategically located in two separate charming and scenic communities in Northern...

$2,900,000

$2,900,000

Popular Insurance Agency Franchise with Recurring Revenue

Snohomish County, WA

This long-standing insurance agency has been serving Snohomish County for over two decades, offering personal, commercial, and health insurance services. The business generates steady renewal income...

$349,000

$349,000

Cash Flow: $135,964

Farmers Agency for sell in Moorpark

Moorpark, CA

Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...

6

$100,000

$100,000

Allstate Agency in Southwest Central Area

North Carolina

This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...

$749,000

$749,000

$ 1.3 Mn Book of business for sale in St. Louis, MO

St. Louis, MO

The agency offers a strong $1.3M book with 60/40 Personal vs. Commercial lines, high-net-worth clients, and top carriers including Travelers, Safeco, Progressive, Nationwide, and Guard. With a 90%...

$355,000

$355,000

EBITDA: $110,000

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.