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...
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
Cash Flow: $119,545
Utah County, UT
This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...
$149,000
Cash Flow: $55,098
Justin, TX
This independent P&C agency in the Dallas–Fort Worth market runs a lean, virtual model managing $5M in premium and $545K in revenue. With 90% Personal Lines, 87% retention, and strong carrier...
$1,390,000
Indianapolis, IN
This insurance brokerage provides tailored personal coverage solutions for home, auto, and more, supported by innovative technology that simplifies customer management. The minimal overhead structure...
$235,000
Cash Flow: $224,838
Boca Raton, FL
Most agency listings offer an over-priced book of business. This is priced correctly to ensure you get your ROI & have the correct foundation to grow. We are offering a fully built and operational...
$350,000
EBITDA: $300,000
Flagstaff, AZ
A perfect CPA/EA opportunity. This is a lucrative opportunity to take over a respected and trusted firm within the Flagstaff business community. This firm is primarily tax with about $50,000 of...
$210,000
Cash Flow: $165,000
Aiken County, SC
2025 PRO achievement level performance On pace for PRO in 2026 $3.9mm earned premium and growing! Impressive 91% net retention rate; 5+ years: 92% P&C appointments in SC and GA Two licensed,...
$675,000
Indianapolis, IN
$3.2mm earned premium 90% net retention; 5+ years: 91% Low loss ratios across all major product lines Two licensed, experienced staff members Highly visible office location 1500 sq ft with four...
$598,000
Van Wert County, OH
Transworld Business Advisors of Northwest Ohio represents a 40+year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This...
$100,000
Cash Flow: $44,480
Spartanburg, SC
LOWER PRICE!!! This well established agency with high growth potential features: $3.6mm earned premium 87% retention; 5+ years: 88% Low loss ratios across all major product lines P&C appointments in...
$575,000
Available in Multiple Locations
Explore this recession-proof franchise with the unique benefit of a residual income stream.
$200,000
See More FranchisesHilliard, OH
Profitable, Hands-Off Insurance Agency with Predictable Monthly Income Step into a turnkey business that delivers steady, recurring revenue while running with minimal oversight. This insurance agency...
$138,743
Cash Flow: $149,951
Wayne County, MI
A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...
$899,999
Cash Flow: $450,000
$12,000,000
Clayton, NC
Fort Valley, GA
National Mortgage Field Services (NMFS.com) has established itself as a leader in the mortgage field services industry with over 15 years of expertise. Our website is a reliable source of information...
$1,500,000
Philadelphia, PA
12 ATM Locations in Philadelphia, PA area - All high-end Hotels - making $23,000/yr NET (outside of Gas and time) for sale for $45,000 Buyer must join the ACFN ATM franchise program. Franchise program...
$45,000
Cash Flow: $23,000
Bethany MacLean
Cynergy Consulting Services, Inc.
Serving Erie County, NY
Trust in our brokerage expertise to navigate the complexities of selling a medical practice. We have successfully brokered the sale and transition of over 2000 medical practices, making us the go-to choice for providers seeking top-notch service. Did you know there are strategic steps you can take to significantly increase the value of your practice before listing it for sale? Most providers are unaware of these opportunities. At Cynergy Consulting, we know the secrets to enhancing your practice’s worth, ensuring you get the most from your sale. Our comprehensive Intermediary Services (practice brokerage and sale), as part of a physician’s exit strategy, allow doctors in solo or group practice to convert the hard-won equity in their practices into liquidity, which can then be diversified for purposes of retirement or investment. Most physicians choose to stay with their practice under a negotiated employment contract for a number of years after sale. All physicians over age fifty-five (55) should have an exit strategy to ensure that they can capture the full value of their medical practice before they begin to “wind down”. Our staff has facilitated the sale of hundreds of medical practices over the last forty years in all fifty (50) states.
Roselle, NJ
Great Check Cashing Business for Sale. Conveniently located in the town of Roselle, on the border with Elizabeth, NJ. This business provides the following services, such as: Money order, pay bills,...
$10,000
Orlando, FL
This established insurance book of business has served the Orlando market for over 20 years, with a database of thousands of active and inactive customers. The portfolio spans homeowners, auto, and...
$125,000
Harris County, TX
This established $4,950,000 premium agency is situated in the highly sought-after Houston suburb of Katy, TX. The agency owner has built a successful business and is seeking a suitable successor to...
$950,000
Miami, FL
Are you looking for a turnkey business opportunity with immediate revenue potential and long-term stability? Look no further. We’re offering a proven, franchise-backed insurance agency with a strong...
$60,000
Houston, TX
SIGN THE NDA BY COPYING & PASTING LINK BELOW:...
Not Disclosed
Cash Flow: $9,400,000
Available in Multiple Locations
$439,983* Gross Profit. Low Investment. We’ll help you build a profitable, rewarding business and still have time for what matters most.
$50,000
See More FranchisesTampa, FL
Established Tampa Bay mortgage brokerage offering an exceptional turnkey opportunity for an experienced broker looking to acquire an operating business with immediate income potential. BUSINESS...
$99,000
Cash Flow: $65,000
Hubbard, OH
CAPTIVE ALLSTATE INSURANCE AGENCY - HUBBARD, OH Established in 1994, this well-positioned Allstate insurance agency presents an exceptional opportunity for growth-minded buyers in Trumbull County....
$400,000
$152,000
Sandpoint, ID
Santa Cruz County, CA
Turn-Key Farmers® Insurance Agency – Santa Cruz County Asking: $195,000 | Book Size: ~$1.8M GWP | Service Commissions: $110K+ / yr Overview Rare opportunity to acquire a turn-key, established Farmers...
$195,000
Cash Flow: $110,000
El Paso County, TX
LISTING ID # 37155 A unique chance to acquire a well-established, profitable accounting practice in El Paso County, Texas. For over 10 years, this firm has built a strong reputation providing a full...
$650,000
Cash Flow: $225,000
Suffolk County, NY
NO MONEY DOWN! Established Turnkey Century 21 Franchise. Own this globally branded franchise with no money out of pocket! The sale includes branded marketing materials, lawn signs, franchise support,...
$10,000
Lycoming County, PA
Owner Retiring from this well-established tax preparation business in Central Pennsylvania offers a rare opportunity for a motivated buyer seeking steady income and a loyal client base. With decades...
$149,000
Cash Flow: $82,900
Colorado
This accounting and tax perparation business serves over 400 clients across the United States and enjoys excellent return business. The ideal buyer would be an enrolled agent with the IRS (an EA) with...
$465,000
Cash Flow: $156,000
Fountain Valley, CA
Take advantage of a great opportunity! This established agency has over 3000 policies in force and is a Turnkey Operation. The office is located in a prime retail location in Fountain Valley. The...
Not Disclosed
Cash Flow: $650,000
REAL ESTATE INCLUDED
Lake County, MT
Step into a flourishing and growing accounting practice located 25 miles from Flathead Lake. This firm has been in business for 24 years and is in high-demand with growth in the area and need for...
$480,000
Available in Multiple Locations
We are a nationally recognized Bookkeeping firm with a single focus. We provide affordable outsourced bookkeeping services to small and medium-sized businesses.
$50,000
See More FranchisesPlano, TX
This Agency was established in 2015 and the Agency Owner is wanting to work in the Agency but not run the Agency due to his age. His Client retention is over 87%! His Clients love him and will work...
$60,000
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...
$1,500,000
Cash Flow: $135,189
Orlando, FL
Fort Lauderdale, 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...
$500,000
Cash Flow: $257,442
Arvada, CO
Opportunity to acquire a rare $11 million premium insurance agency in Arvada, Colorado, a highly desirable and growing market. This well established agency presents a turn-key opportunity for a...
$2,375,000
Available Nationwide
Leading Residential Property Management Franchise Seeking Like Minded Candidates. We provide an opportunity in Property Mgmt for those seeking a residual income and the lifestyle that accompanies it.
$75,000
See More FranchisesVan Alstyne, TX
Farmers Insurance has expanded it's entry points to include scratch Agencies with our new Retail & Flex programs. We have also added a new Protégé Program for individuals who are interested in...
$200,000
Kingman, AZ
Are you looking for an insurance agency with a strong reputation and high-growth potential? This is a well-established Agency in Kingman, AZ, with the ability to access multiple carriers in addition...
$180,000
Vermont
Semi-Virtual Tax Firm A long-standing CPA practice in Southern Vermont with nearly 40 years of experience and strong client relationships. This turnkey opportunity features consistent recurring...
Not Disclosed
Cash Flow: $335,000
Dolton, IL
ESTABLISHED ACCOUNTING & TAX FRANCHISE FOR SALE South Suburbs of Cook County | Turnkey Operation | High Growth Potential Take Over a Proven Franchise with Built-In Brand Power! Step into a nationally...
$75,000
Cash Flow: $39,000
Redmond, OR
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 support of experienced agents,...
$250,000
Strategic Business Brokers Group
American Realty
Serving Maricopa County, AZ
We are extremely confident that we can help you sell your business, or guide you through the process of buying a business. Typically, most business brokers specialize in the confidential selling, acquisition and valuation of small to mid-sized privately held businesses. The types of clients we often work with are private equity groups, owners of privately held corporations and individual investors. Professional business brokers serving the greater Phoenix area, we have the skills and experience necessary to help you successfully buy or sell a business in Arizona. Strategic Business Brokers Group provides a variety of services to help you take advantage of the many opportunities available from large to small companies including local franchise locations. If you are interested in selling or buying a business in the Phoenix, Arizona area look no further. Call us today for personable and professional business brokerage service.
Washington County, OR
Opportunity to acquire a rare $6.3 million premium ELITE insurance agency in Sherwood, Oregon, a highly desirable and growing market. This well established agency presents a turn-key opportunity for a...
$1,650,000
Taylor, MI
This Liberty Tax franchise offers a rare blend of stable income, low overhead, and lifestyle flexibility. The business has averaged 10% annual revenue growth over the past three years, with 80%+...
$95,000
Cash Flow: $45,922
$714,000
San Antonio, TX
Queens, NY
ATAX Franchise operates on a proven business model that has led to its success as one of the largest independent tax preparation businesses in the country. The model is based on a successful business...
$288,000
Cash Flow: $174,081
San Joaquin County, CA
Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...
$625,000
Cash Flow: $332,000
Available Nationwide
White-collar franchise. No holidays or weekends! Twenty-eight years of experience. Commission Express has a working relationship with most Real Estate companies. No license required.
$150,000
See More FranchisesMassachusetts
Price: $15,000,000 (Excludes Inventory & Finance Capital) Gross Revenue: $88,000,000 Cash Flow: $3,000,000 Monthly Payroll: $447,000 Inventory: $29,000,000 (Not Included) Years in Business: 20...
$15,000,000
Cash Flow: $3,000,000
Lakewood, CO
This established $5,300,000 premium agency is located in a highly sought after Denver suburb. The agency owner has built an amazing business, will be retiring and is looking for the right successor to...
$1,405,000
Buford, GA
For Sale: Highly Profitable Allstate Agency in Buford, GA This is a rare opportunity to acquire a thriving, turnkey Allstate insurance agency in the desirable Buford, Georgia market. This...
$1,440,000
Cash Flow: $538,987
Tampa, FL
WebsiteClosers® presents a 5-year Full-Service Digital Marketing Agency that has become a trusted partner for marketing solutions tailored to CPAs and Accounting Firms across the United States. Their...
$1,400,000
Cash Flow: $314,280
Jefferson County, LA
Exceptional opportunity in this $2.25M Allstate agency with 90%+ retention nestled in the SE suburbs of New Orleans, LA! Act now to seize the chance to acquire this well-established agency with a...
$389,000
New York
Unique acquisition opportunity in the fast-growing tax settlement and resolution services sector. The Company provides specialized solutions to individuals and businesses facing significant tax...
$9,500,000
Cash Flow: $2,813,000
Palm Beach Gardens, FL
Step into a high-performing, absentee-owned mortgage lending business in one of the most vibrant and opportunity-rich markets in the U.S.—South Florida. Well-established, 5-star google rated firm...
$300,000
Cash Flow: $245,740
Minnesota
Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services,...
$1,300,000
Cash Flow: $427,599
Jackson County, MO
The seller of this long-standing Kansas City. Missouri Accounting firm is approaching retirement and seeking a qualified buyer to take over the practice. For over 30 years, this Accountant has...
$228,000
Available in Multiple Locations
Want to be the best of the best? Joining Loyalty Business Brokers gives you the advantage over all the rest. Our Business Is Selling Your Business!
$50,000
See More FranchisesBusinesses 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.