All Locations

Financial Services Established Businesses For Sale

Showing 1,050 results sorted by
Industry Info
listing-image
$2mil premium Lewiston agency with enhanced bonus

Lewiston, ID

Established Insurance Agency - Downtown Lewiston Opportunity This turnkey insurance franchise presents an exceptional opportunity to acquire a profitable agency with over 30 years of operational...

$130,000

$130,000

Cash Flow: $132,000

listing-image
Self Service POS System Platform for Sale

Broward County, FL

This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon...

$399,000

$399,000

listing-image
Own One of America's Best Small Business Opportunities

Leander, TX

Why This Agency Stands Out Established Farmers Insurance agency with an existing book of business Asking Price: $350,000 Strong recurring renewal revenue Loyal client base with long-standing...

$350,000

$350,000

Cash Flow: $500,000

listing-image
Established Niche Accounting & Financial Services Firm

Beaufort County, SC

Well-established outsourced accounting and financial services business serving a specialized niche throughout the Lowcountry and Coastal South Carolina/Georgia region. The company has built a loyal...

$125,000

$125,000

Cash Flow: $84,000

Rural Accounting Firm and Building

REAL ESTATE INCLUDED

Blaine County, OK

70 miles from Oklahoma City, Well-established CPA practice serving farmers, individuals and small businesses throughout western Oklahoma with a full suite of professional services, including tax...

$225,000

$225,000

Cash Flow: $110,000

REAL ESTATE INCLUDED

Established CPA Practice with Recurring Revenue in Auburn, AL!

Auburn, AL

Exceptional opportunity to acquire a well-established CPA practice with roots dating back nearly 30 years. Serving individuals and businesses throughout the growing Auburn-Opelika market, the firm...

$599,000

$599,000

Cash Flow: $308,268

Insurance Coverage Expert Witness Firm with Nationwide Clients!

North Las Vegas, NV

Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including...

$298,000

$298,000

Cash Flow: $105,663

High growth potential tax preparation business

Tampa, FL

Tampa area tax preparation office with an average of 500+ yearly returns prepared. Services include tax preparation for individuals and businesses (LLC, C-Corp, S-Corp, Partnerships). Also offers...

$150,000

$150,000

Cash Flow: $90,150

Confidential Property Inventory & Documentation Services

Middlesex County, MA

A trusted provider of confidential property inventory and documentation services, specializing in comprehensive asset inventories for homeowners and businesses throughout New England. The company...

$870,000

$870,000

Cash Flow: $288,538

Insurance Agency

Lenawee County, MI

This primarily trucking-focused insurance agency/book has an active book of approximately $1.18M in in-force premium, and $112,637 in commissions with carrier relationships including Progressive MI,...

Not Disclosed

Not Disclosed

Cash Flow: $1

Seamless Success: Take the Lead of PRO achievement Allstate agency!

Charlotte, NC

***PRICE IMPROVEMENT*** WAS: $1,200,000 NOW: $1,125,000 Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted...

$1,125,000

$1,125,000

Allstate Agency in SE Louisiana

Louisiana

Exceptional opportunity to acquire a well-established $15.2M Allstate Exclusive Agency with two locations serving their communities for more than 30 years! The agency features a loyal, long-tenured...

$3,749,000

$3,749,000

Own a Profitable Check Cashing Business for $125k Down

Suffolk County, NY

A rare opportunity to step into a proven, cash-flowing business without needing to come in all cash. The seller is motivated and willing to finance the balance, making this one of the most accessible...

$225,000

$225,000

Cash Flow: $51,454

Established Business Brokerage

$99,000 - San Diego County, CA

$99,000

San Diego County, CA

Judah Dishington

United Franchise Group

Over 20 years of success

Tesuque, NM

One of Santa Fe’s Most Established Dining Destinations A rare opportunity to acquire one of Santa Fe’s most respected operated restaurants, celebrated for its authentic cuisine, warm hospitality, and...

5

$995,000

$995,000

Cash Flow: $395,000

High-Retention $2.8M Allstate Agency in Sought-After Stroudsburg, PA!

Stroudsburg, PA

AGENCY HIGHLIGHTS • Annual Premium: $2,800,000 • Retention Rate: ~88% • Policies in Force (PIF): 1,300+ • Allstate “Pro” Achievement Level Agency • Current Owner is Committed to a Seamless Transition...

$474,000

$474,000

Nadir Jiddou

Michigan Business Broker

Serving Oakland County, MI

We understand all your needs: The need to find the right location The need to make sure you receive the right deal for your location The need to open the location on time The need to be successful No matter how long the process takes to ensure you're a success, we're with you every step. We work with local, regional and national clients. When it comes to selecting the business to buy or selecting a franchise to purchase - your success is our success!

Contact Me >

Contact me
Accounting (CPA) Firm South of Madison Now Available!

Dane County, WI

Looking to expand your Accounting and Tax practice into southern Wisconsin? This full-service Accounting (CPA) firm based in Dane County, Wisconsin, provides tax preparation, bookkeeping, and payroll...

$475,000

$475,000

Cash Flow: $223,731

Farmers Insurance Agency - For Sale

Reno, NV

An outstanding opportunity to acquire a well-established Farmers Insurance agency in Reno, complete with an existing client base and immediate revenue stream—offering significant upside potential. The...

$115,000

$115,000

Why Buy One Business When You Can Own the Firm That Sells Them All?

Oakland County, MI

If you have been deep in the search for the right business to buy, consider a pivot. You have likely discovered that strong cash-flowing businesses are rare, expensive, and often come with an SBA loan...

2

$75,000

$75,000

Cash Flow: $150,000

~$600K Book of Business Insurance Agency in Miami, Florida

Miami-Dade County, FL

Location: Miami, FL (Virtual operation) Book Mix: 95% Auto, 5% Other lines Carrier Relationships: Progressive, UAIC, Kemper Auto, GEICO, and other established carriers Business Model: Fully virtual,...

$150,000

$150,000

Premier 22-Year Tax & Accounting Firm | Two Offices |Consistent Growth

Lakeland, FL

For more than 22 years, this premier tax practice has built an outstanding reputation for professionalism, exceptional client service, and consistent year-over-year growth. Operating from two...

$1,750,000

$1,750,000

Cash Flow: $552,000

Confidential Regulated Insurance Distribution Platform

Los Angeles, CA

A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume. This is not a...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

Established Business Brokerage Franchise

Hamilton County, TN

Opportunity to acquire an established business brokerage franchise territory in Hamilton County backed by the largest and most recognized brand in business sales and acquisitions. Operating within a...

$69,500

$69,500

GreatFlorida Insurance Agency – High-Growth Florida Market

Sarasota, FL

Established Insurance Agency with Recurring Revenue in High-Growth Florida Market An exceptional opportunity to acquire a profitable GreatFlorida Insurance Agency located in the highly desirable...

3

$600,000

$600,000

Cash Flow: $105,246

Turnkey Business Consulting Territory

$55,000 - Pinellas County, FL

$55,000

Pinellas County, FL

Thomas McKeen

United Franchise Group

Large Topper Club Farmers Insurance Agency located in Texas

Plano, TX

EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...

$1,430,000

$1,430,000

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

Established Farmers Insurance Agency

Mckinney, TX

Established Farmers Insurance Agency - Turnkey Operation in Prime McKinney Location This premier Farmers Insurance agency represents an exceptional opportunity to acquire a fully operational insurance...

$399,950

$399,950

Profitable CPA Firm with Recurring Client Base and Strong Growth

New Mexico

Established 40 years ago, this highly respected CPA firm has built a strong reputation for delivering tax, accounting, bookkeeping, audit, and advisory services to small and mid-sized businesses...

$2,700,000

$2,700,000

Cash Flow: $787,786

Eastern Iowa (near Cedar Rapids) CPA Tax & Accounting Practice

Cedar Rapids, IA

This well-established, yet growing CPA Tax & Accounting Practice for sale in Eastern Iowa (near Cedar Rapids) has annual gross revenues of approximately $1,506,000. The practice has a quality client...

$1,580,000

$1,580,000

Cash Flow: $802,278

RAPID GROWTH CPA - wants another CPA 25% - 49%

Cupertino, CA

PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...

$275,000

$275,000

Cash Flow: $225,000

Allstate Agency for Sale in Poulsbo WA!

Poulsbo, WA

Imagine walking into your own established Allstate agency in beautiful Poulsbo, Washington – where 40 years of brand presence and 25 years of proven leadership have built something truly special....

$1,600,000

$1,600,000

Multi-Lingual Personal Lines Agency

San Ramon, CA

Founded with a vision to serve the diverse community of San Ramon, this multi-lingual personal lines insurance agency has grown into a remarkable success story that bridges cultures and builds lasting...

$100,000

$100,000

Cash Flow: $50,000

Semi-Absentee Check Cashing Business for Sale

Fort Lauderdale, FL

Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood...

$95,000

$95,000

Cash Flow: $98,878

Arizona CPA w/Long-term seller support

Fountain Hills, AZ

Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships,...

$198,800

$198,800

Cash Flow: $110,842

Turnkey Business Consulting Territory

$55,000 - Fulton County, GA

$55,000

Fulton County, GA

Thomas McKeen

United Franchise Group

Established Allstate Agency | 5.6M Book of Business

Washington

Rare opportunity to acquire a well established name brand insurance agency in Eastern Washington with deep roots in the growing community it resides. The book was built over nearly 30 years by two...

$1,050,000

$1,050,000

High-Performing Insurance Agency Available for Merger Discussions

Buffalo, NY

A fast-growing insurance agency is open to exploring merger opportunities with complementary agencies that share a commitment to client service, growth, and operational excellence. The agency has...

$2,000,000

$2,000,000

EBITDA: $400,000

Multi-Unit (3) Liberty Tax Franchise, Established Clientele

Casa Grande, AZ

MULTI-UNIT LIBERTY TAX FRANCHISE PORTFOLIO - CASA GRANDE, AZ Established three-location Liberty Tax franchise portfolio generating $581,000 in annual revenue with proven track record and established...

5

$390,000

$390,000

Cash-flowing $14Million P&C Agency + Commercial Book + Financial Book

Boulder County, CO

This is an opportunity to acquire a large, established Allstate agency with $14.5 million in written premium and over $1.7 million in annual revenue. The value here is not just the current income. It...

4

$4,947,000

$4,947,000

Cash Flow: $743,292

Watkinsville Georgia, Allstate for Sale!

Watkinsville, GA

Turnkey Allstate Insurance Agency for Sale in Watkinsville, Georgia Established in August 2023, this high-performing Allstate agency represents an exceptional acquisition opportunity in the desirable...

$1,395,000

$1,395,000

Bilingual Tax Preparation, Notary, and Document Translation Services

New Haven County, CT

For sale is a Connecticut based professional services business offering a diversified suite of tax, administrative, and business support services to individuals, small businesses, and commercial...

$400,000

$400,000

Cash Flow: $146,630

Established Agency for Sale

Tustin, CA

Established and profitable Farmers Insurance agency located in the highly desirable Tustin area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...

$200,000

$200,000

Exclusive Business Brokerage Territory with Active Listings

Lancaster County, NE

Established in 2016, this well-positioned business brokerage serves a large, exclusive territory in Lancaster County, Nebraska, spanning 12 counties and approximately 20,000 businesses. The operation...

$90,000

$90,000

Claudia Briolini

Schools for Sale

Serving Miami-Dade County, FL

Commercial Investment Realty, LLC

Contact Me >

Contact me
A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency

Chapel Hill, NC

***PRICE IMPROVEMENT*** WAS: $1,450,000 NOW: $1,250,000 Opportunities of this caliber rarely hit the open market. Step into a high-performing, PRO-achievement Allstate agency in the heart of "Blue...

$1,250,000

$1,250,000

CPA Firm

Jefferson County, NY

Well established CPA Firm with excellent growth potential. Located in Jefferson County NY, near Fort Drum Army installation. Virtual office utilizing Thompson Reuters SAAS....

$540,000

$540,000

Established Business Brokerage

$98,000 - Shasta County, CA

$98,000

Shasta County, CA

Judah Dishington

United Franchise Group

Gain instant scale in the insurance agency industry

Harris County, TX

Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...

$2,500,000

$2,500,000

Cash Flow: $625,000

Tax & Accounting Practice to Generate Year Round Revenue

Woodbury, MN

Tax & Accounting business for sale by Owner with a great Opportunity to grow Tax Preparation side of business. 20 Bookkeeping clients generating $130,000 115 Business/Non-Profit/Fiduciary Tax Returns...

$725,000

$725,000

Cash Flow: $322,000

Allstate Agency in NE Tennessee

Blount County, TN

This Pro-Level Allstate agency nestled in NE Tennessee has been going strong since 1961! Started by a grandfather of the current owner, this locally built agency has a loyal customer base that has...

$985,000

$985,000

Cash Flow: $500,000

Established Bitcoin OTC Desk Serving High-Net-Worth Clients

Austin, TX

This established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based,...

Not Disclosed

Not Disclosed

Cash Flow: $310,503

A Legacy of Excellence. A Future of Exceptional Growth.

Alpharetta, GA

Acquire a Multi-Million Dollar Infrastructure: 2026 PRO Allstate Agency with $9.8M+ Book Opportunities to acquire an insurance asset of this scale, performance tier, and operational maturity are rare....

$2,200,000

$2,200,000

Sebanda Franchise Insurance Agency Opportunity

Miami Gardens, FL

Established Sebanda Franchise Insurance Agency operating for over 5 years, located in a high-traffic shopping center in Miami Gardens on NW 27th Ave. Company established with appointments from...

2

$580,000

$580,000

Cash Flow: $225,574

Insurance Consulting! 80% Recurring Revenue! 738k Net! 265k Down!

Monmouth County, NJ

JUST FELL OUT OF CONTRACT!!!!!!! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by...

$2,500,000

$2,500,000

Cash Flow: $731,000

Buy or Sell a Financial Service Business
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed384
Asking Price$532,500
Reported Revenue$451,800
Reported Seller's Discretionary Earnings$216,334
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$273,750$532,500$988,500

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$242,588$125,346
Median$451,800$216,334
Upper Quartile$833,364$360,425

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.041.88
Median1.252.49
Upper Quartile1.653.33

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $532,500, though prices range from under $273,750 to well over $988,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $451,800 and owners earn a median of $216,334, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses, revenue multiples range from 1.04 to 1.65, with a median of 1.25. Earning multiples range from 1.88 to 3.33, with the median at 2.49. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.49 times its annual owner earnings.

More for Business Owners

Create an Owner AccountSell Your BusinessFind a Business BrokerLearn About Selling a Business

More for Business Buyers

Create a Buyer AccountLearn About Buying BusinessesGet BizBuySell Edge