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...
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
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
Cash Flow: $87,000
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
Cash Flow: $1,250,000
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
Cash Flow: $246,339
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
Cash Flow: $512,000
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...
$1,200,000
Cash Flow: $600,000
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
Cash Flow: $145,823
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
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
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
Cash Flow: $430,000
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 FranchisesTampa, 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
Cash Flow: $333,419
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...
$340,000
Cash Flow: $170,000
$1,354,752
Fort Worth, TX
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
Cash Flow: $115,000
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
Johnathan Choe
TransWorld
Serving Los Angeles County, CA
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
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
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
Cash Flow: $1,750,000
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
Cash Flow: $40,000
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
Available Nationwide
Start a Professional Medical Billing & Practice Management Consulting Service Now! The Right Opportunity at the Right Time!
$32,000
See More FranchisesFort 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
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
Cash Flow: $350,000
$1,406,160
Jacksonville, FL
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
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
Cash Flow: $187,498
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
Cash Flow: $70,000
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
Cash Flow: $79,000
Hollywood, FL
The owner is willing to stay on for 2 years. The loss ratio for the agency are under 50%....
$650,000
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
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
Available in Multiple Locations
There is NO better business model that is designed to excel in inflation, recession, and uncertain times. We help you create the ultimate MONTHLY cash flow for years by helping companies save money when they need it. Buy a SMARTER business model, especially NOW.
$23,900
See More FranchisesArizona 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
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
Cash Flow: $180,000
$1,484,800
Columbus, OH
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
Cash Flow: $100,000
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
Available Nationwide
Finding solutions that save businesses time and money. Promote a risk-free cost saving and expense reduction analysis.
$100,000
See More FranchisesZephyrhills, 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...
$395,000
Cash Flow: $127,595
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
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
Cash Flow: $75,000
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
Cash Flow: $603,000
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
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.
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
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
Cash Flow: $351,456
$250,000
Albany, NY
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
Cash Flow: $149,716
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
Cash Flow: $60,000
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
Cash Flow: $283,000
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
Cash Flow: $379,068
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
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
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...
$300,000
Cash Flow: $200,000
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
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
Cash Flow: $159,464
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...
$540,000
Cash Flow: $203,805
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
Cash Flow: $120,000
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.