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Financial Services Established Businesses For Sale

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High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

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Turnkey AI-Powered Self-Service Kiosk Software Platform

Broward County, FL

Established self-service kiosk software platform available for acquisition. The company has developed a turnkey, production-grade unattended commerce ecosystem serving retail, QSR, hospitality,...

$549,000

$549,000

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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...

$60,000

$60,000

Cash Flow: $145,823

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$1.492,400 CPA firm for Sale in Pittsburgh, PA

Mcmurray, PA

Professional CPA Practice || Suburban Pittsburgh, Pennsylvania Gross Revenue (Twelve Months Ended April 30, 2026): $1,492,400 Strong Cash Flow: $667,200 Asking Price: $2,000,000 Revenue Breakdown...

$2,000,000

$2,000,000

Cash Flow: $667,200

Established Legal Funding Firm Looking for Partner

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

$2,200,000

Cash Flow: $1,473,572

Accounting practice affluent NW suburb of Chicago, Semi-Absentee

Cook County, IL

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

Not Disclosed

Not Disclosed

Cash Flow: $500,000

Established Bilingual Spanish Agency for Sale in Riverside County, CA

Riverside County, CA

Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in San Jacinto, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

Used Car Dealership and U-Haul franchise for sale.

Houston, TX

Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...

5

$500,000

$500,000

Cash Flow: $30,000

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

Established $3.6M Allstate Agency for Sale in Western Pennsylvania

Pennsylvania

After 23 successful years serving Western Pennsylvania, this established Allstate agency presents a rare opportunity to acquire a highly profitable, diversified insurance business with deep community...

$750,000

$750,000

Established Tax Preparation Franchise – 15+ Year Local Presence

Providence County, RI

Well-established tax preparation franchise serving the Rhode Island market for approximately 15 years. Backed by a nationally recognized brand, the business provides personal tax preparation, business...

$125,000

$125,000

Cash Flow: $63,781

Established Farmers Insurance Agency In MIchigan

New Baltimore, MI

Established Farmers Insurance Agency - Michigan This turnkey Farmers Insurance agency presents an exceptional opportunity to acquire an established business with $800,000 in annual premium and $82,000...

$55,000

$55,000

Elite, Established Allstate Agency – $6.8M Premium in New Mexico

Rio Rancho, NM

Step into a legacy of excellence with this Elite-level Allstate agency boasting $6.8 million in earned premium. Situated in Rio Rancho, one of New Mexico's fastest-growing cities, this agency has been...

$1,350,000

$1,350,000

Lucrative Consulting Business

$75,000 - Norfolk County, MA

$75,000

Norfolk County, MA

Greg Nowak

United Franchise Group

Tech Platform - Investor Management and Capital Raising

Established SaaS platform serving the private markets industry with investor management and capital raising technology. This home-based, relocatable business operates in the rapidly expanding private...

$720,000

$720,000

AAA Agency with Great Retention & A Loyal Customer Base in MI!

Kalamazoo, MI

This exceptional AAA agency, established in 2016, has grown into a $2.5M operation built on proven systems & well-executed processes. The current owner is transitioning into a new industry, creating a...

$550,000

$550,000

Nathan Myers

Transworld Business Advisors of Colorado

Serving Douglas County, CO

Transworld Business Advisors of Colorado has proudly maintained its #1 status for eight consecutive years among 250+ global franchises. The Colorado Franchise has locations in Denver, Boulder, Fort Collins, Colorado Springs, Aspen, and Grand Junction. The franchise is owned by Prospere Companies, a private investment firm with a portfolio of companies in Colorado, Texas, and Nevada specializing in acquiring, owning, and operating multi-faceted locations in the realm of mergers and acquisitions. Over the past 12 years, our team has completed 1,500+ deals, growing daily. As the leading business brokerage firm in Colorado, we have achieved remarkable milestones, including being featured on the Inc. 5000 List five times—an accomplishment attained by only 4% of companies and featured on Financial Times Fastest Growing list. Additionally, our recognition as the Most Referred Middle Market Advisory Firm on the Axial Advisory 100 List underscores our commitment to excellence. To learn more about Transworld or to schedule a consultation with one of our brokers, visit our website at www.tworldcolorado.com or call 720-259-5099.

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Farmers Insurance Agency – Established and Profitable

Bexar County, TX

Business Overview Year-to-Date Earnings: $108,225 Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$60,000

$60,000

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

High-Margin 401(k) & Investment Advisory Consulting Firm

Michigan

The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...

$4,500,000

$4,500,000

EBITDA: $750,000

Established, Profitable, Independent Insurance Agency for Sale

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000

$1,150,000

Cash Flow: $373,630

Fully Remote Bookkeeping, Accounting, & Tax Practice For Sale

Weber County, UT

Established fully remote bookkeeping, accounting, and tax practice serving clients across Utah since 2019. This tech-enabled professional services firm delivers comprehensive financial services...

$257,000

$257,000

Cash Flow: $81,041

Established Insurance Agency

Pocatello, ID

Come see why the insurance industry is so appealing. This is a great business opportunity where you can take part in an awesome business structure with Residual Income, and attractive new business...

$975,000

$975,000

Cash Flow: $225,000

Group Health Insurance Agency/Book for Sale -CA

Banning, CA

Established in 1989, this owner operator group health insurance agency serves groups and self-employed professionals. The 2025 financials indicate $130,804 in commissions. The agency’s book of...

$390,000

$390,000

Cash Flow: $124,247

Established and relocatable Health Insurance Book of Business

Cooper City, 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...

$350,000

$350,000

Cash Flow: $134,000

Farmers Book of Business & Bonus Oppurtunity on ALL New Business!

$95,000 - Solano County, CA

$95,000

Solano County, CA

Silver Valley Idaho Agency for Sale

Kellogg, ID

SILVER VALLEY IDAHO INSURANCE AGENCY FOR SALE Established Farmers Insurance franchise serving the historic mountain community of Kellogg, Idaho since 2005. This well-positioned agency offers a rare...

5

$57,000

$57,000

Cash Flow: $40,000

Well Known Connecticut Business Brokerage Business For Sale

Connecticut

Independent Well Known Connecticut Business Brokerage Available A well know Business Broker serving Connecticut for many years is available For Sale to be passed onto the next caretaker. We service...

$150,000

$150,000

2.0 Million Premium BoB Farmers Insurance Agency

Lansing, MI

PROFITABLE FARMERS INSURANCE AGENCY - LANSING, MI Established in 2022, this thriving Farmers Insurance franchise represents an exceptional opportunity to acquire a profitable agency with $2 million in...

$200,000

$200,000

Independent P&C Auto & Home Insurance Agency - Virtual Office

Frederick, MD

PRICED FOR QUICK SALE!!! P&C Agencies normally sell for multiple of 2.5 of commissions. Selling for a 1.75 multiple. Virtual model has very little expenses. Established Independent Auto & Home...

$419,000

$419,000

Farmers Insurance Agency For Sale in DFW Texas

Mckinney, TX

Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. If you are looking for a turn-key operation that will help you balance your work and...

3

$578,000

$578,000

Independent Insurance Agency for Sale in East New Mexico

New Mexico

This long-established independent insurance agency has developed a diversified production mix across personal lines P&C, commercial lines, life, health, travel, and group benefits. Office is 4,000...

Not Disclosed

Not Disclosed

Cash Flow: $325,493

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REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

$700,000

Cash Flow: $138,417

REAL ESTATE INCLUDED

High-Margin Multi-Service Tax Firm with Strong Repeat Client Base

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,475,000

$1,475,000

Cash Flow: $357,038

Farmers Insurance Agency

Lafayette, CO

Established and highly respected insurance agency serving the thriving communities of Lafayette, Louisville, Boulder, Denver, Erie, and the greater I-25 corridor. With 10 successful years in business,...

6

$225,000

$225,000

Established Farmers Agency in El Cajon | Spanish-Speaking Client

El Cajon, CA

Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...

$325,000

$325,000

Multi-Revenue Stream Business Brokerage – Proven Model

$75,500 - Oneida County, NY

$75,500

Oneida County, NY

Judah Dishington

United Franchise Group

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

$660,000

$660,000

Cash Flow: $126,473

Large Billings insurance agency - proven book of business

Billings, MT

Established Insurance Agency - Billings, Montana This thriving Farmers Insurance franchise presents an exceptional opportunity in Montana's largest and fastest-growing metropolitan area. Operating...

$275,000

$275,000

Cash Flow: $110,000

$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

Low Risk/High Margin Merchant Services Business

Las Vegas, NV

ESTABLISHED MERCHANT SERVICES BUSINESS - 30 YEARS OF PROVEN SUCCESS This well-established merchant services business represents an exceptional opportunity in the financial services sector. Operating...

$3,290,000

$3,290,000

Cash Flow: $803,000

Established Farmers Insurance Agency Available

Brea, CA

Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...

$50,000

$50,000

Established Farmers Insurance Agency Available (Need to Sell ASAP)

Colorado Springs, CO

Established Farmers Insurance Agency for Sale in Colorado Springs This turnkey Farmers Insurance agency presents an exceptional opportunity for a licensed insurance professional or growth-minded...

$175,000

$175,000

High-Growth, High-Margin Farmers Insurance Agency Sacramento, CA

Sacramento County, CA

Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This long-established agency, originally founded in the early 1990s and acquired by...

$1,350,000

$1,350,000

Cash Flow: $275,555

WA Established Insurance Agency for Sale – Allstate Opportunity

King County, WA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$1,500,000

$1,500,000

Jason Brown

PGP Advisory

Serving Bexar County, TX

Our belief is that cultivating and crafting a win-win proposition, one in which both parties benefit, is the single fastest way to ensure that great deals are finalized in a timely and streamlined manner. Our firm offers Fortune 500 experience, tools, and strategies to small and midsized businesses. We seek out, identify, and solve problems for our clients across the entire transaction process. We leverage our considerable expertise and experience while simultaneously providing our clients with access to our highly capable and proven industry partners. Sellers: We guide you through the complicated selling process. We’ll help you establish a selling price and make sure your business is positioned in its best light to the right buyers confidentially. We’re here to guide you through every step of the way. Buyers: Buying a business is one of the biggest financial decisions one can make in their life and the process can be intimidating. Finding the right listings, negotiating price, securing financing, and closing the deal are just a few of the delicate steps we are here to help you navigate in the buying process.

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Established Business Equipment Leasing Service

Howell, MI

National specializes in providing equipment financing and leasing solutions to businesses of all sizes. The company acts as a trusted intermediary, connecting clients with the right funding structures...

$220,000

$220,000

Cash Flow: $118,629

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

Established Business Brokerage - Rare Opportunity!

$76,000 - Kings County, NY

$76,000

Kings County, NY

Judah Dishington

United Franchise Group

Scottsdale Allstate Agency With $6.2M Premium

Scottsdale, AZ

Established $6.2M Allstate Agency in Highly Desirable Scottsdale Market A strong opportunity to acquire a $6.2 million premium Allstate agency located in the highly sought after McCormick Ranch area...

$1,000,000

$1,000,000

Bookkeeping and Tax Business for Sale (Remote)

Albuquerque, NM

Udated as of 05/14/2025 Bookkeeping Clients all use Quickbooks online and I have access to all clients’ accounts through QBO Accountants portal. Currently 31 on average monthly writeup clients....

$373,281

$373,281

Cash Flow: $233,281

Established Nashville Cash Homebuyer Business with Great Reviews

Franklin, TN

Starting Your Real Estate Investment Business but don't want to wait years to Establish Your Reputation & do your first deal? This business foundation will put you on the fast track to doing your...

2

$45,000

$45,000

EBITDA: $1,485,000

Farmers Insurance Agency – San Carlos, CA | $3.2M Book | $235K Rev

San Carlos, CA

This is a rare opportunity to acquire a high-retention, established Farmers Insurance agency in San Carlos, California with a $3.2M premium book and $235K annual revenue (~$20K/month). Priced...

2

$280,000

$280,000

Cash Flow: $190,000

Established Franchise Insurance Agency

Pembroke Pines, FL

Reason for Sale: Relocated 200 miles away from business. Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a...

$700,000

$700,000

Cash Flow: $130,444

Established Insurance Franchise Agency

West Palm Beach, FL

Established franchise insurance agency in West Palm Beach. Turnkey opportunity in a growing, high-traffic market. The business provides auto, home, commercial, and specialty insurance products...

$1,000,000

$1,000,000

Cash Flow: $252,786

Established Farmers Insurance Agency- Family ran over 25 years

Gilbert, AZ

ESTABLISHED FARMERS INSURANCE AGENCY - Family Operated Over 25 Years This well-established Farmers Insurance agency presents an exceptional opportunity in Gilbert, Arizona's thriving Maricopa County...

2

$180,000

$180,000

Cash Flow: $177,000

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 Analyzed355
Asking Price$500,000
Reported Revenue$409,731
Reported Seller's Discretionary Earnings$200,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$500,000$944,500

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$231,390$120,000
Median$409,731$200,000
Upper Quartile$812,228$335,272

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 Quartile1.001.83
Median1.242.48
Upper Quartile1.673.24

FAQ's

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

The median asking price for an established Financial Service Business is $500,000, though prices range from under $250,000 to well over $944,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $409,731 and owners earn a median of $200,000, 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 1.00 to 1.67, with a median of 1.24. Earning multiples range from 1.83 to 3.24, with the median at 2.48. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.48 times its annual owner earnings.

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