Santa Cruz County, CA
An outstanding opportunity to acquire an exclusive and well-established business brokerage territory in one of California’s most economically diverse and opportunity-rich regions. This territory...
Financial Services Established Businesses For Sale
Industry Info
High-Income Potential Business Brokerage – Exclusive Territory
$91,000
Financial Planning & Marketing App for Financial Advisory Firms
Marin County, CA
This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a...
$500,000
Fee Accounting practice
Westminster, CO
Established Home-Based Accounting Practice - Westminster, CO This well-established accounting practice, operating continuously since 1996, presents an exceptional opportunity for an entrepreneur...
$150,000
Cash Flow: $100,000
Profitable Hallandale Estrella Insurance Franchise For Sale
Hallandale Beach, FL
Turnkey Estrella Insurance franchise with a strong, active book of business and outstanding brand recognition. Located in a high-traffic, high-visibility area of Hallandale Beach, the office benefits...
4
$459,000
Farmers Insurance
Topeka, KS
Established Farmers Insurance. Policies are mainly car and home. Many opportunities to grow. Recent new product that could be offered....
2
$49,000
Cash Flow: $70,000
Established Allstate Agency – Grossing $900K / Netting $480K
Nassau County, NY
Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...
$2,500,000
Cash Flow: $480,000
Turn-Key Insurance Agency in New Caney, Tx
New Caney, TX
Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...
$250,000
CPA Firm For Sale - Retiring Owner - Minimal Owner Involvement
Austin, TX
Are you tired of working for someone else? Or ready to start your own firm? This CPA firm was established in Austin, TX in 2010, is a well-regarded accounting practice specializing in tax preparation...
$1,199,000
Cash Flow: $406,572
SCA Appraisal Franchise San Diego
San Diego, CA
You are your own boss. You create your own hours. You can create your own book of business outside of SCA. You are guaranteed a foundation of work from which you can build on. All you need is a cell...
$65,000
Established Farmers Insurance Agency-Houston
Houston, TX
Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a Farmers Insurance Agency...
2
$285,000
Ft Myers Accounting Firm for Sale
Fort Myers, FL
ESTABLISHED ACCOUNTING & TAX PRACTICE - FORT MYERS, FL This profitable accounting and tax practice presents an excellent acquisition opportunity for practitioners looking to expand their client base...
$275,000
Cash Flow: $100,000
Profitable CPA Firm – 37 Years – Must Speak Vietnamese
Orange County, FL
Profitable CPA Firm – 37 Years – Must Speak Vietnamese Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community....
$189,875
Cash Flow: $115,275
Queens Office building for Sale or Lease
Queens, NY
Dental Practice for Rent/ Lease, Dental Business for Rent includes Well established practice and 2 Operatory Rooms, Panorex XRay machine plus other equipments,Option to buy the building with 3 Rental...
6
$1,250,000
Established Business Brokerage – Prime Nashville Market
$67,500
Nashville, TN
Extremely Profitable Franchise Insurance Agency
Miami, FL
Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides...
$2,250,000
Cash Flow: $562,817
Allstate Agency in Central TX
Texas
Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...
$4,500,000
Cash Flow: $1,700,000
Julieanna Wakileh
Liberty Business Advisors
Serving Contra Costa County, CA
"At Liberty Business Advisors we provide expert advisory and brokerage services to business owners and buyers. With offices conveniently located throughout California we have successfully represented over 2,000 business owners and completed more than $1.5 Billion of sales transactions since our founding in 2003. Liberty Business Advisors is a multi-cultural company with 15 different languages spoken among our team of Brokers and Associates. Most importantly, we all speak one common language, the language of business. Our recent merger with Century 21 Real Estate Alliance has greatly expanded our market reach by creating an expansive referral network that now includes over 40 residential resale offices and 1,800 active agents. This vast experience and expansive market presence enables us to provide invaluable information and insight to business owners, buyers and investors while assisting them with every aspect of selling or buying a business or Income Property. If you are contemplating selling or buying a business, we will help you make it happen. Our company philosophy at Liberty Business Advisors is to always place the needs of our clients first. Not only do we emphasize honesty and integrity in all our dealings, we make them absolutely imperative."
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Claims Adjusting Business for Sale in Florida #1950
Florida
TTM May 2025 Revenue: $1,520,000 TTM May 2025 Adjusted EBITDA: $488,000 YTD May 2025 Revenue: $422,000 YTD May 2025 Adjusted EBITDA: $113,000 2024 Revenue: $1,511,000 2024 Adjusted EBITDA: $440,000...
$1,159,400
EBITDA: $440,000
Medicare Agency Growing in the Suburban Northwest
Eugene, OR
With a previous background in insurance, the Seller opened this independent agency in 2014 and built it from the ground up. By emphasizing personalized service and trust, there are now 770 policies in...
$822,000
Cash Flow: $251,228
Turn Key Opportunity in Houston
Established Farmers Insurance Agency in Houston, TX presents an exceptional turn-key opportunity in the thriving Houston market. Business Highlights: - Established franchise with proven business model...
3
$400,000
CPA Practice in Flagstaff - Balanced Client Mix, Underserved Market
Flagstaff, AZ
This well-established CPA firm in Flagstaff offers a balanced mix of tax preparation, bookkeeping, payroll, financial reporting, and fiduciary services. The firm serves a wide range of clients,...
$200,000
Cash Flow: $95,000
Online Education for Stock Options Trading
Sussex County, DE
This business only requires a part-time commitment (5 to 10 hours per week). Owner is confident that he can teach you over the first six to twelve months; the skills needed to be successful with the...
$325,000
Cash Flow: $140,000
Large Independent Insurance Chain w/Franchise Model
Atlanta, GA
Explore the opportunity to acquire one of the Southeast’s premier Independent Insurance Agency Chains. This thriving business operates on a robust franchise model, offering both retail and shared...
Not Disclosed
Cash Flow: $7,094,594
Proven Staffing Biz | $132K Cash Flow + Expansion Potential
St Lucie County, FL
Profitable staffing franchise with $132K in cash flow, national brand power, and an experienced recruiter already in place. With a focus on sales and business development, a driven owner can scale...
6
$395,000
Cash Flow: $132,913
Successful Tax Prep Business: Turnkey & Still Growing!
Fort Collins, CO
Liberty Tax of Fort Collins, CO, is a well-loved, recession-resistant business that's been serving the community for 20 years. With low overhead, steady revenue growth, and flexible ownership options,...
4
$195,000
Cash Flow: $88,131
Very profitable annuity boutique insurance agency
$2,200,000
Detroit, MI
Amazing Investment Opportunity !
Gorham, ME
For Sale is a Boutique CPA Firm in Gorham, Maine Maine CPA is selling a practice comprised of tax preparation for individuals (64%), tax preparation for business entities (28%) and accounting and tax...
$90,000
Established Business Ready to Grow!
Cook County, IL
Are you looking to grow a residual revenue stream? Look no further than this stablished Farmers Insurance Agency with $70,000 in annual revenue. With a loyal customer base and the opportunity to...
$70,000
Cash Flow: $60,000
Allstate Agency in Falls Church, VA
Falls Church, VA
This Allstate Agency comes with a stable and loyal customer base in a great area just outside of Arlington, VA! Growth potential and a high retention rate at 85% are driving this agency towards...
$450,000
Cash Flow: $120,000
Profitable Springfield Allstate Agency
Sangamon County, IL
A rare opportunity to acquire a profitable, well-established Allstate agency in Springfield, Illinois. With $3.9 million in earned premium, solid retention, and a low loss ratio, this agency is a...
$735,000
Established $5.7M Allstate Agency in Booming Mooresville, NC
Iredell County, NC
A rare opportunity to acquire a $5.7 million premium Allstate agency in Mooresville, NC—a rapidly growing, family-friendly suburb just north of Charlotte. Priced at $1,125,000, this agency offers an...
$1,125,000
Established Independent Adjuster Business For Sale
Connecticut
This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be...
$225,472
Cash Flow: $90,189
Farmers Insurance Agency for Sale
Thousand Oaks, CA
Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...
$400,000
Cash Flow: $200,000
ATM ROUTE - Profitable Passive Income Turnkey Business Opportunity
Riverside County, CA
Own a profitable 18 locations ATM route business in the high-traffic, tourist-heavy Coachella Valley, home to world-renowned events like the Coachella and Stagecoach Music Festivals! This is a rare...
3
$50,000
Cash Flow: $25,000
Elite, Top Producing Agency is Now Available - Experienced Staff of 18
Douglas County, CO
This well-established, award-winning agency (15+ years in business) is strategically located in a charming, scenic community south of Denver metro and offers amazing views of the Rocky Mountains. The...
$8,256,000
Established Farmers Agency For Sale In Irvine
Irvine, CA
Agent has been with Farmers Insurance for over 38 years and is looking to retire. The agency is well established and has 1 dually licensed staff. The service commissions are approximately 100,000 with...
$130,000
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
Established insurance agency with recurring revenue & bonuses!
Woodbury, MN
Enjoy training, support with the name people know - Farmers Insurance and Team North Star We have an excellent opportunity to buy a Farmers Insurance Agency, acquire a client book of business for in...
$560,000
Cloud Based Technology-Driven Accounting & CFO Services Firm (PENDING)
*******Received 200+ inquiries - Currently under LOI. If you are a buyer or investor that is actively looking to acquire a practice, we’d be happy to assist. Please feel free to send us your...
$3,829,342
Farmers Insurance Agency: Prime Opportunity - Chicago Suburbs
This established Farmers Insurance Agency represents a prime acquisition opportunity in the growing Chicago suburb's, Illinois market. Operating continuously with a proven track record, the agency has...
4
$339,000
ATM Business for Sale
Philadelphia, PA
This home-based ATM business operates 13 machines in high-traffic locations throughout Philadelphia, including grocery stores, breakfast shops, and a beauty supply store. The business generates...
$150,000
Cash Flow: $52,000
Top 1% Allstate Agency for SALE
Dallas, TX
Elite Allstate Agency with fully built-out systems across growth, operations, lead generation, recruiting, payroll, and HR. Turnkey operation with consistent organic growth and minimal owner oversight...
2
$5,200,000
Cash Flow: $1,620,000
Virtual Accounting and Bookkeeping Firm For Sale
This is a well-established virtual accounting and bookkeeping firm offering a strong opportunity for acquisition. The business provides a wide range of accounting and financial services, including...
$1,753,030
** Semi-Absentee Tax Franchise For Sale**
Rock Island County, IL
NO TAX EXPERIENCE REQUIRED – Turnkey Multi-State Tax Prep Business with Strong Staff in Place Established in 2012, this North Carolina-based tax preparation corporation has built a solid foundation...
$1,540,326
Cash Flow: $431,464
Comprehensive Farmers Insurance Portfolio with Strong Revenue Base
Englewood, CO
Farmers Insurance Book of Business for Sale — Diversified Portfolio with Recurring Revenue Each agency inside this portfolio presents immediate revenue with renewal income from the established client...
$250,000
Yatin Thakore, Ph.D.
TechnologyPark.com
Serving Middlesex County, NJ
For most business owners, their business is the most valuable asset they have. And yet many don't realize what their business is worth or how to go about selling it. With our experience of over 10 years in this business, we make the process as simple as possible for our clients and help them realize the maximum value that their business can bring. We specialize in healthcare, IT, and Chemical Businesses because we have worked in these fields and can understand your business better. To give you the best advise, we are lifelong learners. Besides having Engineering degrees (Ph.D. in Materials Science and B. Tech in Chemical Engineering), I also have certifications in IT and have worked in IT department at JP Morgan Chase. I have been in M&A space for past 10 years and to help you give the best advise, I have taken courses and certified as Certified Merger and Acquisition Advisor (CM&AA) from Alliance of Merger & Acquisition Advisors , Certified Business Intermediary (CBI) from IBBA and Certified Value Builder Advisor. We have created highly visible niche marketplaces that include: - LaboratoryForSale.com - ImagingCenters4Sale.com - ITCompaniesForSale.com - MedicalCompaniesForSale.com - MedicalPracticesForSale.com Looking to Sell or Buy a business? Let us talk.
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Thriving Insurance Agency for Sale – 30+ Years of Proven Success
Billings, MT
Don’t miss this exceptional opportunity to acquire a well-established, independently owned insurance agency with a trusted name and over three decades of consistent performance in the greater Billings...
$325,000
Cash Flow: $94,646
Farmers Insurance Agency For Sale in Dallas Texas
Mckinney, TX
Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. Business has been built just as professionally as the owners career as pro football...
3
$800,000
Insurance Claims Provider
Orlando, FL
Southern California CPA Practice
Orange County, CA
Gross Revenue: $1,900,000 (May 2024 – April 2025) Asking Price: $2,375,000 Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services. The firm...
$2,375,000
Cash Flow: $673,200
Profitable Auto Insurance & DMV Franchise - Amazing Growth Potential!
Palm Beach County, FL
This is a well-established and highly profitable franchise known as the local go-to destination for auto insurance and expedited DMV services. Operated by a husband-and-wife team with a strong...
$1,200,000
Cash Flow: $603,000
Allstate Agency for Sale in Alpharetta, Georgia!
Alpharetta, GA
Thriving Allstate Agency for Sale in Alpharetta, Georgia A Unique Opportunity to Own a High-Performing Insurance Business Are you ready to take the reins of a flourishing Allstate Agency in the...
$2,700,000
Cash Flow: $1,055,000
Established Turnkey Farmers Insurance Agency for Sale in Placentia, Ca
Placentia, CA
• Established, Fully Operational Agency: A well-established Farmers Insurance agency with a solid reputation in the community and a loyal, diversified client base that includes both personal and...
6
$250,000
Allstate Elite Agency for Sale in Western Suffolk County New York
Suffolk County, NY
An excellent opportunity to acquire a successful Allstate agency. Even in difficult times, this particular agency has done well due to high retention and favorable renewals. The present staff of four...
$2,700,000
EBITDA: $563,332
Well established independent insurance agency in Pinellas County
Pinellas County, FL
Well established independent insurance agency in Pinellas County for sale. Most of what they offer are employee benefit ancillary lines & executive benefits including group disability, executive...
$600,000
Cash Flow: $335,550
NEW PRICE! Allstate Agency in Forsyth County, NC
Forsyth County, NC
This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...
$749,000
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:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
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.
