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Financial Services Established Businesses For Sale

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Industry Info
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Kcmo Accounting & Tax Firm For Sale

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

$228,000

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Small Business Consulting Firm & Partnership

State College, PA

The Opportunity is to run your own Consulting and Advising business that focuses on small and medium size businesses. We have found this to be an under-utilized segment in the market. It is very...

$25,000

$25,000

Cash Flow: $87,000

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Insurance Claims Firm | $1.25M Profit, Explosive Growth

Florida

INSURANCE CLAIMS FIRM - EXPLOSIVE GROWTH OPPORTUNITY This debt-free, fully remote insurance claims firm offers a rare opportunity to acquire a turnkey platform with extraordinary national scalability....

$14,500,000

$14,500,000

Cash Flow: $1,250,000

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OC CA Commercial P&C Insurance Agency For Sale

Fountain Valley, CA

This is an excellent opportunity to acquire a 95% commercial small business P&C insurance book, ideal for expanding your existing agency. The client base comprises Mandarin and English-speaking small...

$850,000

$850,000

Cash Flow: $246,339

Maryland CPA Firm Acquisition Opportunity

Washington County, MD

This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...

$520,000

$520,000

Cash Flow: $512,000

Well Built Land Wholesaling Business

Denver, CO

My wife and I have a very profitable land business. The business model is simple and extremely profitable. Knowing how to build it is not simple. Looking to potentially sell the business to the right...

6

$1,200,000

$1,200,000

Cash Flow: $600,000

Unlock Financial Freedom: Profitable Opportunity - Money Coach Group

Chester County, PA

Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...

$139,000

$139,000

Cash Flow: $145,823

Allstate Agency in Douglasville, GA

Douglasville, GA

Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...

$1,600,000

$1,600,000

Allstate Agency in Cedartown, GA

Cedartown, GA

This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...

$299,000

$299,000

BUSINESS FUNDING SERVICE Business - $900K a year profit potential

Duncans Mills, CA

EXCLUSIVE LICENSING RIGHTS to a 23-year-old established funding service business that has helped hundreds of new owners purchase their business without the need for any bank loans. And they received...

$120,000

$120,000

Cash Flow: $430,000

Lead Generation Agency | Financial Services & Marketing Sectors

Tampa, FL

WebsiteClosers® presents a cutting-edge B2B Lead Generation Company that has become a formidable player in both the Financial Services and Marketing sectors. With a specialization in cold email...

$1,250,000

$1,250,000

Cash Flow: $333,419

Farmers Insurance agency

Denver County, CO

Thriving Farmers agency with 12 plus years of operations. Tenured staff with the CSR/ producer being here the entire time. Devoted long-term clients with a heavy focus on P&C as well as commercial and...

6

$340,000

$340,000

Cash Flow: $170,000

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

$1,354,752 - Fort Worth, TX

$1,354,752

Fort Worth, TX

Pawn Shop with instant revenue.

Port Richey, FL

Well established in the area with a large repeat clientele. The showroom and backroom are roughly the same size at about 800 sqft each. Two employee bathrooms, a small kitchen and office area. Well...

$199,999

$199,999

Cash Flow: $115,000

Turn-Key Business Opportunity With Excellent Growth Potential- Arizona

Flagstaff, AZ

Are you looking for a turn-key business opportunity with excellent growth potential, located in the highly desired state of Arizona? This established, $4,400,000 premium, agency is located in...

$1,050,000

$1,050,000

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Established Insurance Agency for Sale

Travis County, TX

We have a great agency ownership opportunity located in beautiful and desirable Austin Texas area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on. Why...

$50,000

$50,000

Innovative, Fed Regulated Sports Performance Trading Platform

Miami, FL

Overview Introducing the world’s first federally regulated platform transforming sports performance into a tradable asset class. This pioneering model creates a fully compliant, equity-style...

$15,000,000

$15,000,000

***currently under LOI*** Large Insurance Agency Now Available

Houston, TX

A large Allstate insurance agency is available for acquisition. Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements....

$4,250,000

$4,250,000

Cash Flow: $1,750,000

Fully Remote Established Tax/Bookkeeping Practice

Larimer County, CO

Established Tax and Bookkeeping Practice - Fully Remote Operation This well-established accounting practice offers an exceptional opportunity for buyers seeking a profitable, location-independent...

$75,000

$75,000

Cash Flow: $40,000

Rapidly Growing CPA Firm with 40+% Cash Flow in Central California!

California

* Both young owners are willing to stay on for the right situation. One wants to continue working in the business. * Premium Fees $2,343 for business return and $1,200+ for individual returns (half...

$3,750,000

$3,750,000

Profitable Insurance Agency in Lauderdale Lakes, Florida for Sale

Fort Lauderdale, FL

The agency has a high cross selling opportunity and is located in a booming market of Lauderdale Lakes, Florida. The agency has a high future growth potential and has 90% client retention rate....

$1,300,000

$1,300,000

Highly Profitable, Absentee-Run Money Exchange Business

Miami-Dade County, FL

Excellent absentee Owner business 16 YEARS in Business with a special niche of offering currency exchange for locals, corporations, travel agencies, tourists, and banks referrals. Great locations...

$1,700,000

$1,700,000

Cash Flow: $350,000

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

$1,406,160 - Jacksonville, FL

$1,406,160

Jacksonville, FL

Allstate Insurance Agency in Lexington County, SC

Lexington County, SC

$654K in premiums! A rare opportunity to purchase a successful Allstate agency in Lexington County, South Carolina - without all of the initial startup costs and concerns. This agency has an...

$79,000

$79,000

Full Service Accounting Firm For Sale

REAL ESTATE INCLUDED

Josephine County, OR

The business is a full-service accounting firm licensed in rural Oregon. The Company offers a broad range of services for business owners, executives, independent professionals, individuals and...

$614,000

$614,000

Cash Flow: $187,498

REAL ESTATE INCLUDED

Established Farmers Insurance Agency

Lilburn, GA

Excellent opportunity to purchase a well-established book of business with an historic 85% retention of existing clients over the past 6 years. Purchase an existing book of business with immediate...

$190,000

$190,000

Cash Flow: $70,000

Established Insurance Agency for Sale in Stanton

Stanton, CA

Established Farmers Insurance Agency – Stanton, CA | Well-Established | Turnkey Opportunity Business Overview Take advantage of a rare opportunity to acquire a profitable, long-standing Farmers...

$120,000

$120,000

Cash Flow: $79,000

$3 Mn Insurance Agency in Hollywood, Florida for Sale

Hollywood, FL

The owner is willing to stay on for 2 years. The loss ratio for the agency are under 50%....

$650,000

$650,000

Proven Insurance Agency for sale

Berlin, MD

Proven Insurance Agency for Sale - Berlin, MD Established in 1945, this well-established insurance agency offers a turnkey opportunity in Worcester County's stable insurance market. Specializing in...

$100,000

$100,000

North Carolina is the Number 1 State to Own a Business!

Raleigh, NC

This established $4,300,000 premium agency is located in the highly sought after Raleigh, North Carolina. The agency owner has built an amazing business, will be making a shift for personal reasons to...

$900,000

$900,000

Well-Established & Profitable Insurance Agency for Sale – Turnkey

Arizona City, AZ

This is a rare opportunity to acquire a highly reputable, independently owned insurance agency that has been a trusted staple in the community for over 20 years. Known for its exceptional customer...

$250,000

$250,000

Profitable Repossession Company with 16-Year Track Record in Savannah

Savannah, GA

Operating since 2009, this highly reputable repossession and asset recovery company has built a strong presence in the Southeast, servicing Georgia and South Carolina. The business specializes in the...

$925,000

$925,000

Cash Flow: $180,000

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

$1,484,800 - Columbus, OH

$1,484,800

Columbus, OH

Full Service Accounting Firm in Northeast Colorado Springs

Colorado Springs, CO

This firm offers both individual and business tax planning, preparation, and consulting. Additional services include payroll, bookkeeping, Quickbooks setup/management, etc. With nearly $400K gross...

$295,000

$295,000

Cash Flow: $100,000

Premium Allstate Agency for Sale – Prime Location & Loyal Client Base

San Jose, CA

Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...

$1,450,000

$1,450,000

Jackson Hewitt Tax Preparation franchise for sale! Owner retiring!

Zephyrhills, FL

The JACKSON HEWITT TAX SERVICES Zephyrhills, FL Franchise, a steadfast local franchise providing Tax Preparation and Tax Return services for approximately Twenty years, has earned a reputation for...

5

$395,000

$395,000

Cash Flow: $127,595

Established Premium Elite Agency in Highly Sought San Antonio, TX

San Antonio, TX

This established $3,900,000 premium Elite agency is situated in the highly sought-after San Antonio, TX. The agency owner has built a successful business and is seeking a suitable successor to assume...

$810,000

$810,000

Help business owners exit and help buyers become business owners!

Oakland County, MI

Your role is to help business owners sell their business (or acquire businesses in some cases). As a business broker, you will have a window into the wonderful world of small business ownership and...

$75,000

$75,000

Cash Flow: $75,000

Semi-Virtual CPA Firm - Chandler, Arizona - $1.95 Million

Chandler, AZ

This CPA firm presents an exceptional opportunity for acquisition, featuring virtual operations, full staff, and real estate. The practice forecasts $1.5 million in gross revenue for 2025 and is...

$1,950,000

$1,950,000

Cash Flow: $603,000

Virtual Tax Planning Firm Specializing in Realtors

Washington

Established in 2017, this fully virtual accounting firm focuses on tax planning services tailored for real estate professionals. We have a loyal client base of approximately 150 clients, mostly...

$750,000

$750,000

Carrie Pederson

Transworld Business Advisors of Sioux Falls

Serving Lincoln County, SD

Transworld Business Advisors was founded in 1979 and has grown into one of the largest business brokerage firms in the United States. As a group of vested business brokers, Transworld works with business owners and entrepreneurs to buy a business, sell a business or explore franchise development.

Contact Me >

Contact me
High-Performing Attleboro Allstate Agency

Bristol County, MA

Rare opportunity to acquire one of Allstate’s top-performing ELITE agencies in the sought-after Attleboro, MA market. With $2.2 million in premium, a proven record of profitability, and a loyal...

$445,000

$445,000

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$884,000

$884,000

Cash Flow: $351,456

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

Financial Services Business with Recuring Income

Greenville, SC

Imagine stepping into a business that practically runs itself while delivering steady, predictable income month after month. This established insurance agency is designed for someone like you who...

$131,900

$131,900

Cash Flow: $149,716

Turnkey Ins Agency – Sauk Centre, MN – $5K/Month Revenue

Sauk Centre, MN

Own a profitable insurance agency for sale in Sauk Centre, MN generating about $5,000 in monthly revenue with excellent client retention. This is a perfect entry point into the residual income,...

$90,000

$90,000

Cash Flow: $60,000

NEW PRICE! Allstate Agency in Central Alabama

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

$975,000

Cash Flow: $283,000

Established Tax & Accounting Business | Loyal Clients, Owner Support

Scottsdale, AZ

This tax and accounting firm delivers strong profit margins, consistent revenue, and a loyal client base built entirely through referrals. With no current marketing, demand remains high — a clear...

$995,000

$995,000

Cash Flow: $379,068

Prime Haverhill, MA Allstate Agency

Essex County, MA

Don’t miss this rare opportunity to own a quality $1.7M premium Allstate agency in the desirable Haverhill, MA market. This book is built on loyal, long-term clients and delivers consistent...

$280,000

$280,000

Farmers Insurance Agency For Sale in Anaheim Hills, Ca

Anaheim, CA

Established Farmers agency for sale in Anaheim Hills. Client base is predominantly Arabic speaking. Option to take over office space that has been occupied by a Farmers agent for over 20 years....

$192,000

$192,000

MOTIVATED SELLER – $2.5M Premium / $20K/Month Revenue – Stillwater, MN

Stillwater, MN

Turnkey insurance agency for sale in Stillwater, MN with $2.5 million in premium and about $20,000/month in revenue from a loyal, established client base in Stillwater, MN. This profitable book of...

3

$300,000

$300,000

Cash Flow: $200,000

Allstate Agency in Grand Rapids, MI

Grand Rapids, MI

Ideal Allstate Agency to get started in the insurance industry or to merge with an existing agency. This $1.5M premium, eight-year old agency is currently in Elite status and earned bonus level in...

$315,000

$315,000

Established Tax & Accounting Practice

Mercer County, PA

Established tax and accounting practice offering comprehensive tax and accounting services. This established business has built a trusted reputation for delivering accurate, timely, and personalized...

$335,000

$335,000

Cash Flow: $159,464

High-Earning Tax Franchise – Semi-Absentee Friendly!

Greensboro, NC

This thriving tax prep business combines serious cash flow with a laid-back, high-energy vibe. Known locally for its friendly service and strong results, the business is built on repeat clients, a...

3

$540,000

$540,000

Cash Flow: $203,805

Farmers Insurance Agency Book of Business for Sale LA / OC

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA and OC area. This opportunity includes a book of business with approximately $1.8 million in annual premiums across a strong mix of Home,...

$200,000

$200,000

Cash Flow: $120,000

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.