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...
Financial Services Established Businesses For Sale
Industry Info
Established Turnkey Farmers Insurance Agency for Sale in Placentia, Ca
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
Florida-Based Boutique Debt Resolution Company
Miami, FL
Florida-based boutique debt resolution company that provides debt relief services to economically distressed Hispanic families and businesses in the US. • The Company specializes in debt negotiations,...
Not Disclosed
EBITDA: $7,104,345
We Buy Houses Territories in Texas
Fort Worth, TX
We Buy Houses® Territories Across Texas [Package] Cut Out the Middleman – Get Direct-to-Seller Deals Territories & Population Insights Dallas–Fort Worth Metro — Population: ~5.1 million Houston Metro...
$250,000
Cash Flow: $179,092
Business Law Firm-repeat clients 1 times gross
Houston, TX
The firm provides Business / Contracts/ International Law / Tax Consulting and Tax Preparation, Real Estate, Estate planning, Probate matters and miscellaneous services. Countries with whom the Firm’s...
$625,000
Cash Flow: $551,078
Atm Business For Sale 150 Locations
Apollo Beach, FL
We have built a lucrative Atm Business Route over the last few years with locations in just over 30 states in major metro areas just to name a few: NY, NJ, FL , CA, IL, PA, SC, AZ, CT, GA, and other...
$7,500
Cash Flow: $2,500
Ownership Opportunity in Established Insurance Agency
Post Falls, ID
This is a rare chance for a driven entrepreneur to acquire a $4 million premium segment from a flourishing insurance agency with a total premium book of approximately $15 million. This fractional...
$1,400,000
Cash Flow: $250,000
Specialized Market Research Firm
Nassau County, FL
Very profitable specialized market research & economics firm helping private sector & government agencies make better decisions. Turnkey Operation with robust & scalable operation & strong foundation...
$1,995,999
Cash Flow: $745,758
Under Contract. Stamford CT, Allstate for Sale.
Stamford, CT
This $3.5 million Established Allstate Agency in Stamford, Connecticut, offers an ideal entry-level opportunity to acquire one of the best small business opportunities in the US. It has exceptional...
$720,950
Under Contract: Darien Connecticut Allstate for Sale!
Darien, CT
This established Award Winning Six (6) million dollar Earned Premium Pro Allstate Agency is located in Darien Connecticut. The Agency has excellent Net Retention coming in at over 87%, with Tenured...
$1,200,000
EBITDA: $243,000
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
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
Turn Key Cashflow Farmers Ins Agency - Texas Open to negotiation
Breckenridge, TX
Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...
4
$240,000
Cash Flow: $132,000
Thriving Manchester Allstate Agency Has It All!
Manchester, NH
Looking for a high-quality, established Allstate agency with loyal clients and strong fundamentals? You’ve found it. This long-standing agency in Manchester, New Hampshire manages a clean, profitable...
$800,000
Todd Warner CVA, CM&AA, CMAP
WarnerWest Advisors Inc
Serving Fresno County, CA
WarnerWest Advisors represents business owners and sellers throughout California and the Western US. Primary industry focus areas includes Agribusiness Companies, Distribution Businesses, Manufacturers, Healthcare Businesses, Storage Facilities, and other Industrial / Commercial Entities. Our service areas include Mergers and Acquisitions, Business Valuation, Seller Exit Planning, and Commercial Real Estate Representation. We focus our efforts on individual engagements, and provide confidential personalized representation, allowing our clients to maintain their focus on operating their business. At WarnerWest Advisors we maintain valuable open communication ties with institutional buyers, many private equity groups, family offices, and high net worth individuals. These ongoing buyer relationships help to provide our sellers with tangible alternatives to signs and listing services and during a business sale marketing campaign. As a result, our successful and completed sale transactions have come from cash offers and have not required outside financing contingencies. We also represent buyers and sellers of farms, ranches, and investment properties in commercial real estate transactions. References available upon request.
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Turn-Key Opportunity Seeking Immediate Cash Flow
San Pablo, CA
This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...
3
$369,000
Cash Flow: $234,000
FL Based P&C Insurance Agency For Sale
Belleview, FL
This Agency offers a prime growth opportunity for prospective Buyers. Buyers with existing direct appointments especially those with larger portfolios, may experience an immediate increase in...
$390,000
Cash Flow: $80,000
Rio Grande Valley Coaching Franchise Opportunity
Texas
This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...
$420,000
Buy One, a Few or do a Startup
Albuquerque, NM
We have 4 smaller established agencies for sale or take advantage of our 300% monthly bonus program and build your own brand. No start up or franchise fees. License fees to the state are less than...
$450,000
Retiring Agent Book For Sale
Clark County, WA
Second generation agency for sale. Great location and base revenue to build off with an established book of heavy personal lines insurance and high retention. Agency owner willing to stay on as paid...
$215,000
Cash Flow: $121,000
Established CPA Practice with Growth Potential-SBA Pre-Qualified
Baldwin County, AL
This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...
$965,000
Cash Flow: $450,000
Mercury Book of Business for Growth Potential!
Tarzana, CA
Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...
$599,000
Cash Flow: $234,500
Consulting Practice – NW Houston & The Woodlands
Houston, TX
Step into a turnkey value growth consulting practice with a nationally recognized brand. This business serves the thriving business community of The Woodlands and Northwest Houston—two of the...
$40,000
Cash Flow: $160,456
Insurance Claims Provider
Orlando, FL
Consulting Firm with Built-In Funding Source
Florida
This business coaching and consulting firm is revolutionizing how entrepreneurs scale and strategize. The owner’s custom software and coaching programs combine high-impact strategy with powerful,...
Not Disclosed
Cash Flow: $900,000
Profitable South Florida Precious Metals Dealer
Fort Lauderdale, FL
Profitable South Florida precious metals dealer poised for growing reach and profitability. Over $4.5m in 2024 revenue and $1.3m in Q1 2025. Strong competitive advantages including proprietary...
$600,000
Cash Flow: $232,370
Independent Insurance Adjusting Company
Hamilton County, OH
This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $1.1M, with a strong cash flow of $360K. The owner is retiring, offering a unique...
$1,100,000
Cash Flow: $366,918
Check Cashing and Tax Prep in DMV
Fairfax County, VA
Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...
$400,000
Cash Flow: $200,000
Established Farmers Insurance Agency Longstanding High Retention Book
Lacey, WA
We have a 2 million premium agency for sale with an established office and cliental ready for new blood and leadership to come in and take advantage of a disruptive yet highly competitive market...
$305,000
Cash Flow: $110,000
Profitable Payment Processing Business w/ Strong Growth Potential
Georgia
This established payment processing enterprise represents a compelling acquisition opportunity within the financial services sector, demonstrating exceptional operational performance and strategic...
$5,400,000
Cash Flow: $872,278
Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials
Sangamon County, IL
Central Illinois Tax practice This is a great opportunity to purchase a established tax practice with long standing clients. The practice has seen year over year growth. Owner is willing to support a...
$165,000
Turnkey Business Brokerage
Gwinnett County, GA
Own a well-established business brokerage in one of the fastest-growing areas of Gwinnett County, GA. This turnkey operation follows a proven business model with multiple revenue streams and is backed...
$45,000
Established Business Brokerage - Rare Opportunity!
Kings County, NY
Step into a thriving, turnkey business brokerage backed by a nationally recognized brand with 40+ years of industry leadership. Located in one of New York’s most vibrant and diverse markets, this...
$76,000
Business Coaching and Consulting for Small to Mid Sized Businesses
Dallas County, TX
We specialize in working with small and mid-sized businesses to dramatically boost their value, using a proven system that focuses on increasing profitability, streamlining operations, and setting the...
$45,000
Cash Flow: $160,457
Multi-Revenue Stream Business Brokerage - Lucrative Opportunity
$95,000
Marin County, CA
Lucrative Business Brokerage with Multiple Revenue Streams
Gwinnett County, GA
This is a premium opportunity to acquire an established business brokerage territory, strategically positioned in Atlanta's affluent southern suburbs. This turnkey operation offers a proven business...
$60,000
Lucrative Business Consulting Firm for Sale
Clark County, NV
This is a premium opportunity to acquire an established exit planning and business valuation consultancy in the thriving Henderson/Las Vegas market. Operating with a virtual business model, this...
$58,000
Cash Flow: $160,457
SEMI PASSIVE, CASH FLOWING, PROFITABLE ATM ROUTE
Hillsborough County, NH
Seize this rare opportunity to own a well-established, profitable 23-unit ATM portfolio strategically placed in high traffic areas throughout southern New Hampshire and northern Massachusetts. This...
$279,000
Cash Flow: $63,329
High-Volume DMV Registration Services Operation
Brea, CA
With an extensive background in the automotive industry, the owner established this thriving business more than 40 years ago. The operation fills the gap between small and independent automotive...
Not Disclosed
Cash Flow: $190,000
Top-Ranked National Business Brokerage Franchise Territory for Sale -
Tampa, FL
Own a lucrative territory within a leading national business brokerage franchise, renowned for its proven systems, comprehensive training, and unparalleled support. This is your chance to step into a...
$75,000
Selling Book of Business - 200 Tax Clients Located in Tracy
Tracy, CA
This list consists of 200 clients that have been using the same service year over year. The list will be sold and the clients will be migrated with the help of the seller. For more detailed...
$65,000
Cash Flow: $50,000
Own a Thriving Insurance Agency
Henderson, NV
This is a rare opportunity to acquire a high-performing Farmers Insurance agency with an independent book of business, generating approximately $900,000 in annual service commissions. The agency...
$2,225,000
Cash Flow: $540,752
Allstate Agency in Scottsdale, AZ
Scottsdale, AZ
Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...
$1,050,000
Jeff Chapman Eisnaugle
Business Broker Colorado
Serving Denver County, CO
Jeff Chapman Eisnaugle will help you sell your business now or help you prepare your business to maximize the potential of your future sale. Jeff believes that he would be your best choice to help you sell your business based on his experience, track record, number of active buyers that he has accumulated, and his personal commitment to each seller. He backs this up in ways that most other brokers can’t or won’t: -Jeff Chapman doesn’t get paid unless he sells your company for the price that you want and will put that in his listing agreement which means no up-front or hidden charges. You remain in control. -Custom Non-Disclosure Agreement to help ensure discretion. -Expert and experienced business valuation, preparation, and marketing. -Proprietary Marketing that includes the use of a video interview of the owner. -Negotiation experience to put deals together and then to keep deals together all the way to a closing. -Many years of experience that have generated references from satisfied sellers that he will offer. Jeff has spent years accumulating and cultivating over 30,000 buyer’s emails and other information. Compare this approach to other brokers who “have to go out and get the buyers” for a new business listing. Instead, Jeff can discretely present your business to his buyers. He also uses video to detail the business for sale which includes a video interview the owner. Jeff’s Commitment to His Sellers: -Promise to Help You Maximize the Sales Price and Terms During the Sale of Your Business -Promise to Work Hard to Sell Your Business “Quickly and Quietly” -Promise to Bring You Buyers -Promise to Keep You Updated During the Entire Process For business owners who are not yet ready to sell, Jeff will voluntarily help you prepare their business for sale to help maximize the sales price.
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Surplus Lines Insurance Agency For Sale
Camarillo, CA
This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency...
$1,275,000
Cash Flow: $228,701
Tax Preparation Services
North Carolina
SIGNIFICANT PRICE REDUCTION. ENOUGH TO COVER OFFICE RENTALS THROUGH NEXT TAX SEASON! Successful and nationally recognized personal tax preparation, business tax preparation, support and coverage, and...
$285,000
Cash Flow: $106,469
Established Business Brokerage Territory – Prime Market
$95,000
Alameda County, CA
Top Independent Agency Loyal Asian-Speaking Clientele
San Gabriel, CA
This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro...
$1,850,000
Cash Flow: $630,000
Business Brokerage in Booming Market
Arlington, VA
This is the opportunity to own a franchised business brokerage with exclusive territory rights in the Washington, DC and Philadelphia regions. Phenomenal markets full of business buyers and sellers...
$100,000
Public Adjuster Business
Florida
Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...
$2,000,000
Cash Flow: $746,090
Commission Express - Denver, Colorado
Arapahoe County, CO
COMMISSION EXPRESS businesses apply the general factoring process to the specialty of factoring real estate sales commissions. We purchase these pending receivables on the basis of their quality as an...
$25,000
Tax Preparation
Minnesota
This is consistent and established tax prep practice. This business prepares tax returns for businesses and individuals. 95% of revenues are generated during the tax season. About 60 business or MN...
$150,000
Cash Flow: $68,445
Philadelphia Check Cashing Store- Prime Location!
Philadelphia County, PA
NEWLY REDUCED PRICE! Real Estate Available for Purchase as Well! This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this...
$195,000
Cash Flow: $89,082
For Sale: Established Tax Consulting & Accounting Firm
Virginia
For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...
$277,000
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.
