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Financial Services Established Businesses For Sale

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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

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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

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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

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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

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 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

$349,000

$349,000

Cash Flow: $300,000

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 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

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

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...

$550,000

$550,000

Cash Flow: $130,444

Consulting Business– NW Houston & The Woodlands

$55,000 - Houston, TX

$55,000

Houston, TX

Thomas McKeen

United Franchise Group

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

Ben Sutterlin

Corporate Equity/ Empire Business

Serving Cuyahoga County, OH

When you are considering selling a business or wish to buy a business in Cleveland, Ohio, Empire Business Associates is the business broker that you can depend on for all the guidance you need throughout the process. We are proud to be the business broker that our community trusts, and we strive to exceed all expectations with our high quality services, years of experience, and personal experience on both sides of the table that will help you through this difficult and exciting process. Whether you wish to buy a business to expand your company, you are considering buying a business for the first time, you are looking into selling a business in order to move on to the next great adventure, or anywhere in between, Empire Business Associates is here to help you.

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Established Insurance Agency

Shasta County, CA

ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue...

2

$325,000

$325,000

Cash Flow: $155,651

Established Accounts Receivable & Collections Firm

Wisconsin

This well-established, full-service accounts receivable and collections firm has been serving clients for decades, delivering consistent cash flow improvements and professional recovery solutions....

$119,000

$119,000

Established Insurance Agency - High Retention, Strong Cash Flow

Corvallis, OR

ESTABLISHED INSURANCE AGENCY - CORVALLIS, OREGON This thriving insurance franchise presents an exceptional opportunity to acquire a profitable, cash-flowing agency with proven stability and growth...

$400,000

$400,000

Cash Flow: $150,000

Madison, WI: Property & Casualty Agency ($4M+ Premium Portfolio)

Dane County, WI

What sets Farmers Insurance apart is the combination of ownership and infrastructure. Agents aren’t just selling policies; they’re building a tangible asset. That ownership is supported by a...

$670,000

$670,000

Cash Flow: $363,000

Captive Insurance Agency

Sacramento, CA

Established and profitable Farmers Insurance Agency located in Sacramento, CA. The book consists of 75% P&C and 25% commercial and 90% retention. The agency has a strong reputation and has long term...

$350,000

$350,000

Cash Flow: $150,000

Single Store Tax & Financial Services Franchise – Turnkey

St Lucie County, FL

For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round...

$199,000

$199,000

Cash Flow: $78,655

Multi-Unit Tax & Financial Services Franchise – Regional Rights

St Lucie County, FL

This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services...

$978,380

$978,380

Cash Flow: $227,352

Agency Opportunity

Malheur County, OR

Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...

$125,000

$125,000

Turnkey Business Brokerage

$45,000 - Gwinnett County, GA

$45,000

Gwinnett County, GA

Kaden Hultgren

United Franchise Group

Southern Oregon Agency Opportunity

Oregon

Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...

$315,000

$315,000

National Grant Writing Firm | Recurring Revenue | Virtual & Scalabl

Hillsborough County, FL

This is a rare opportunity to acquire a well-established grant writing business with a strong reputation for delivering consistent results across nonprofit, educational, and small business sectors....

$1,150,000

$1,150,000

Cash Flow: $268,778

Elite, Award-Winning Allstate Agency in Louisville, CO!

Boulder County, CO

This elite Allstate agency carries an earned-premium book of $6,500,000 and is ideally positioned in one of Denver's most sought-after northern suburbs, minutes from the University of Colorado, along...

$1,500,000

$1,500,000

Established, Award-Winning Farmers Agency in the Heart of Tempe, AZ!

Maricopa County, AZ

This established Farmers agency carries an earned-premium book of $3,400,000 and is ideally positioned in Tempe — with convenient access to main roadways and just minutes from Arizona State...

$575,000

$575,000

CPA Tax Firm for Sale - Tucson, Arizona-$255,000 (virtual operations)

Tucson, AZ

This incredible little firm generates over $225,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant...

$255,000

$255,000

Cash Flow: $239,000

Farmers Agency

Littleton, CO

Step into a successful, well-established Farmers Insurance agency with over 30 years of proven performance and growth. Our business is thriving with an experienced, bilingual team, strong client...

6

$400,000

$400,000

NEW PRICE! Allstate Agency in New Braunfels, TX

New Braunfels, TX

Rare opportunity to acquire an Elite Allstate agency in booming New Braunfels, TX. Over $3.5MM in premium (and growing), this agency offers a solid foundation, loyal customer base, and is perfectly...

$799,000

$799,000

Cash Flow: $395,000

Mountain Brook, Alabama - Allstate Agency for Sale.

Mountain Brook, AL

Imagine stepping into your own thriving Allstate insurance agency in Mountain Brook, Alabama - one of the state's most prestigious markets. This isn't just another business opportunity; it's your...

$1,300,000

$1,300,000

Established Health Insurance Book | Recurring Commissions

Clark County, WA

This opportunity represents a turnkey acquisition of an established Medicare and individual health insurance book generating recurring, carrier paid commissions and continuous referrals from a long...

$800,000

$800,000

Cash Flow: $236,458

Long-Term Thriving Agency For Sale

Boise, ID

Picture stepping into your own insurance agency right here in the Boise, Idaho area. The Treasure Valley is one of the fastest growing, most dynamic markets in the Northwest. Instead of starting from...

$525,000

$525,000

Cash Flow: $275,000

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Judah Dishington

United Franchise Group

Elite Agency in Highly Sought-After Denver Suburb Greenwood Village!

Greenwood Village, CO

ELITE AGENCY IN GREENWOOD VILLAGE, CO • Established Allstate Agency in Operation Since 2019 • Earned Premium Book of $2,650,000 • Strong Retention Ratio of 88% & Exceptional Loss Ratio of 21% •...

$550,000

$550,000

Established Insurance Agency with instant renewal revenue and bonuses!

Washington County, MN

MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE...

2

$200,000

$200,000

Meemic & AAA Agency with Excellent Loyalty & Retention Rates in MI!

Midland County, MI

Founded in 2006, this well-established dual-carrier insurance agency has built a strong, loyal client base over nearly two decades. This agency’s consistently strong growth – driven by refined systems...

$595,000

$595,000

Independent Insurance Agency

Polk County, IA

This is an established independent insurance agency with a diversified book across commercial and personal lines. Revenue is largely recurring, supported by long-term client relationships and strong...

$4,200,000

$4,200,000

Cash Flow: $522,232

Worker’s Comp Insurance Carrier

Miles City, MT

The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance....

$20,000,000

$20,000,000

Cash Flow: $94,580

Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

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....

$1,000,000

$1,000,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

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....

$500,000

$500,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

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....

$750,000

$750,000

Meet Patel

Transworld Business Advisors

Serving Cherokee County, GA

Owner, Transworld Business Advisors Of Northwest Georgia Transworld Business Advisors is the world leader in the marketing and sales of businesses and franchises. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions, we are the business sale specialists. Three areas of expertise: 1. Business sales:- We focus on selling your business so you can focus on running your business. The three best things you can do to help get the highest price for your business are keep good books, maintain profitability throughout the sale process, and advertise to the most prospective buyers. We help you do just that by brokering the entire deal so you can focus on what you do best. And since Transworld spends more on advertising than anyone else in the industry, we will bring you the right buyers. 2. Franchise Consulting:- For those wanting to start their own business, but wish to have the umbrella of a proven concept and solid support structure, buying a franchise is a perfect fit. Transworld represents over 200 franchises in nearly every industry. 3. Franchise Development:- Many business owners have worked hard to create a great business idea and an attractive image. It's time, then, to take the next step and expand your business nationally through franchising. Contact me for a FREE consultation at 678-215-9751 for Business Sales, Franchise, or M&A.

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Farmers Insurance Agency

Westlake Village, 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...

$420,000

$420,000

(SOLD!) Please check my Madison listing for another opportunity

Waukesha County, WI

What sets Farmers Insurance apart is the combination of ownership and infrastructure. Agents aren’t just selling policies; they’re building a tangible asset. That ownership is supported by a...

$90,000

$90,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Judah Dishington

United Franchise Group

SE Ohio Accounting and Tax Practice established 30+ years

Ohio

This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet...

$275,000

$275,000

Cash Flow: $91,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

Allstate Agency in Hamburg, NY

Hamburg, NY

Rare opportunity to acquire a well-established Allstate Elite-level agency with a 25-year history in the same location in the highly desirable Hamburg, New York market. This $3.76M book of business...

$750,000

$750,000

Cash Flow: $270,000

Allstate Agency in Northern SC

Union County, SC

This 22 year, mature, well-groomed $6.16M Pro-Level Allstate agency offers immediate, consistent revenue to help drive growth. Adding to its appeal are highly experienced staff which will help the...

$1,100,000

$1,100,000

Cash Flow: $300,340

Allstate Agency in Northern NY State

Monroe County, NY

This is a tenured, loyal book of business with over 50 years of ownership between all owners. This loyal customer base allows for existing relationships and market presence to build new business and...

$975,000

$975,000

Cash Flow: $400,000

Established Farmers Insurance Agency For Sale - Stable & Growing

Douglas County, CO

Own a Highly Scalable Insurance Agency with Unprecedented Corporate Financial Backing Stop looking at low margin retail businesses and heavy inventory franchises. If you are an elite sales operator,...

$180,000

$180,000

Established 50 year ELITE Allstate Insurance Agency!

New York

This well-established Allstate Insurance agency boasts over 50 years of history, demonstrating long-term stability and a strong reputation in the local market. This is a great opportunity to purchase...

$729,000

$729,000

Cash Flow: $234,000

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 Analyzed388
Asking Price$525,000
Reported Revenue$460,000
Reported Seller's Discretionary Earnings$210,100
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$268,750$525,000$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$240,000$124,247
Median$460,000$210,100
Upper Quartile$840,000$367,400

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 Quartile1.041.89
Median1.242.51
Upper Quartile1.633.38

FAQ's

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

The median asking price for an established Financial Service Business is $525,000, though prices range from under $268,750 to well over $988,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $460,000 and owners earn a median of $210,100, 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 1.63, with a median of 1.24. Earning multiples range from 1.89 to 3.38, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.51 times its annual owner earnings.

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