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Financial Services Established Businesses For Sale

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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

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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

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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

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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

Established Bookkeeping & Accounting Services Firm – Wake County NC

Wake County, NC

This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term...

$500,000

$500,000

Cash Flow: $203,283

Accounting & Tax Preparation business for sale in Florida

Sarasota, FL

Established Accounting and Tax Preparation Practice for sale in Sarasota, Florida. This well-established accounting and tax preparation firm operates as a home-based practice serving clients...

$110,000

$110,000

Cash Flow: $80,004

Hard Money, Asset-Based Lending Company

This opportunity represents the acquisition of a well-established hard money, asset-based lending platform with a durable track record across multiple market cycles. Operating primarily in two states,...

Not Disclosed

Cash Flow: $1,800,000

Experience Real Estate Franchise and Building for Sale

REAL ESTATE INCLUDED

Elgin, IL

Imagine yourself stepping into a thriving real estate legacy that's been the heartbeat of Kane County for over 40 years. You'll be acquiring more than just a business - you're getting four decades of...

$595,000

$595,000

Cash Flow: $57,000

REAL ESTATE INCLUDED

Debt Collection

Illinois

Long established debt collection agency in Southern IL with existing contracts in place, employees in place that are likely to stay and has history of profitability seller says. This is an opportunity...

$250,000

$250,000

Cash Flow: $144,624

583 – SBA Pre-Approved Established HR and Payroll firm

Austin, TX

The business offers human resources consulting and managed services designed to help organizations effectively manage their employees, processes, and compliance requirements. The firm assists clients...

$1,200,000

$1,200,000

Cash Flow: $450,748

B2B Executive Engagement Platform for Sale

Manhattan, NY

A premium, membership-based B2B executive engagement platform connecting senior enterprise decision-makers with technology and professional-services sponsors. The Company delivers curated digital and...

Not Disclosed

Not Disclosed

Cash Flow: $1,131,055

Lucrative Consulting Business

$55,000 - Broward County, FL

$55,000

Broward County, FL

Thomas McKeen

United Franchise Group

Philidelphia PA! Allstate for Sale!

Philadelphia, PA

Imagine walking into your own thriving Allstate agency in Philadelphia – one that's been successfully serving customers since April 2000. This isn't just another insurance agency; it's your ticket to...

$850,000

$850,000

Allstate Agency in Broken Arrow, OK

Broken Arrow, OK

This 7-year-old, built from scratch, $1.89M Pro-Level Allstate Agency is ideal for a merger or a new business opportunity as it is a remote agency only. Oklahoma is a great location for continued...

$280,000

$280,000

Merrell Stout

Viking Mergers & Acquisitions

Serving Greenville County, SC

Viking's leadership in the industry has pioneered and set the professional standard by which all Intermediary firms are measured. Viking Mergers & Acquisitions is committed to work diligently with every client, as an advocate providing a comprehensive consultative approach to each and every business transaction. Our goal is clear: to maximize the value you derive from buying a business.

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Long Established Claims Management & Collections Company

Maricopa County, AZ

This long-established company provides the insurance industry with effective recovery, collection, and claims management services nationwide. For more than 25 years, the firm has focused on a single...

$685,000

$685,000

Cash Flow: $200,000

SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years

Colton, CA

This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal...

$300,000

$300,000

Cash Flow: $87,846

Bristol, CT Allstate Agency for Sale!

Bristol, CT

Imagine walking into your own established Allstate agency, where you'll immediately inherit a loyal customer base that's been built over 14 successful years. This Bristol, Connecticut opportunity...

$800,000

$800,000

B2B Lending Company and Platform for Sale - Turnkey Opportunity!

Opportunity to acquire a fully operational, historically profitable small-business loan origination platform serving clients nationwide. This digital platform streamlines borrower acquisition,...

$95,000

$95,000

Cash Flow: $422,560

NEW PRICE! Allstate Agency in Killeen, TX

Killeen, TX

This $4.14M, Pro-Level Allstate agency is a special, cultivated book of business for over 37 years with numerous 20 and 30 year clients. Being rooted in Killeen, TX places this agency in a very...

$550,000

$550,000

Commercial Insurance Business Offering

Broward County, FL

ARE YOU READY ? Here It IS - and it wont last! Well Established Mostly Commercial Insurance some Property & Workman's Comp Come in and continue! Full Staff in place doing Day to Day Operations (seller...

$1,800,000

$1,800,000

Cash Flow: $183,644

Non-Standard Insurance Agency w/Multiple Revenue Lines

South Gate, CA

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant...

$450,000

$450,000

Cash Flow: $60,000

Highly Profitable Tax Prep & Bookkeeping Bus. - Wilmington, NC

Wilmington, NC

This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric...

$265,000

$265,000

Cash Flow: $123,675

Business Brokerage Firm (Remote Operations) in Business for 20yrs

$5,000,000 - Palm Beach County, FL

$5,000,000

Palm Beach County, FL

Highly Profitable Oregon Tax Practice

Lane County, OR

With a trusted reputation spanning more than 57 years, this Oregon-based Practice delivers comprehensive tax services to both businesses and individuals. As of January 2026, the Practice proudly...

$2,000,000

$2,000,000

Cash Flow: $748,916

Established and Profitable Check Cashing Business

Davie, FL

MAJOR PRICE DROP! Profitable Check Cashing Business – 20 Years Established – Broward County Reason for Sale: Retirement. Located in a high-traffic corridor in Central Broward, this established check...

$250,000

$250,000

Cash Flow: $250,000

Thriving Accounting and Tax Practice

James City County, VA

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...

$150,000

$150,000

Cash Flow: $119,545

High-Income Potential Business Brokerage – Exclusive Territory

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...

$91,000

$91,000

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...

$1,300,000

$1,300,000

Cash Flow: $419,355

PRICE REDUCTION Established Independent Adjuster Business 4 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...

$150,000

$150,000

Cash Flow: $131,680

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...

$249,000

$249,000

Cash Flow: $94,646

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

$420,000

Consulting Business– NW Houston & The Woodlands

Houston, TX

Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....

$55,000

$55,000

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

$45,000

Strong Performing Tax Franchise for Sale

$175,000 - Suffolk County, NY

$175,000

Suffolk County, NY

Van Daughtry

Van Daughtry Consulting, LLC

Lucrative Business Consulting Firm for Sale

Clark County, NV

Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....

$55,000

$55,000

Business brokerage opportunity - seller financing

Tampa, FL

Imagine stepping into a turnkey business brokerage opportunity that's perfectly positioned for your success. If you're already a Florida real estate broker or agent, this could be the natural...

$40,000

$40,000

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

$2,000,000

Cash Flow: $650,824

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

$277,000

4 Very Profitable Check Cashing Stores DE-PA! New Price Reduction

New Castle County, DE

NEWLY REDUCED PRICE! The buyer will need a cash inventory of approximately $600k-$700K on day one of ownership. All five stores, two in Delaware and three in Pennsylvania, are profitable and fully...

$950,000

$950,000

Cash Flow: $696,370

Own an ATAX Franchise in Thornton, Colorado

Denver, CO

This turnkey ATAX franchise offers an excellent opportunity to own an established tax preparation and financial services business in the growing Denver metro area. FINANCIAL PERFORMANCE Asking Price:...

$175,000

$175,000

Cash Flow: $3,000

ATAX Flushing, NY Tax Franchise Opportunity

Queens, NY

ATAX Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Flushing, NY. This recession-resistant business has built a solid...

4

$360,000

$360,000

Cash Flow: $96,672

Own an Established ATAX Franchise, Proven System

Hackensack, NJ

ATAX NJ Tax Preparation Franchise - Established & Profitable - Recession-resistant business ATAX Office for Sale – Surrounded by Success, Ready to Thrive! PRIME LOCATION ADVANTAGES - Strategically...

5

$100,000

$100,000

Cash Flow: $15,000

Edward Bell

Sunbelt Business Brokers of Naples, Sarasota and Ft. Myers

Serving Sarasota County, FL

Sunbelt Business Brokers of Naples, Fort Myers & Sarasota, markets businesses for sale in Florida and around the U.S. We specialize in the following industries: Manufacturing Industrial Businesses Distribution & Routes Construction related SAAS and other Software Service Industries Medical Internet/Ecommerce Related businesses Larger Restaurants Hospitality and Tourism We have convenient offices in Collier, Lee & Sarasota Counties serving all of S.W. Florida and over 1,000 Sunbelt Business Brokers in 200 offices around the country to assist us with our transactions. All discussions are kept strictly confidential. Call today and make an appointment for your FREE consultation 239-849-9334

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Own an Established ATAX Franchise - Denver, CO

Denver, CO

ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...

5

$450,000

$450,000

Cash Flow: $84,000

Cash Positive Tax Prep Firm- Manhattanville, NY

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

Premium Resale & Lending Enterprise - High-End Collectibles Market

$7,505,000 - Virginia

$7,505,000

Virginia

San Jose to San Francisco, CA - ATM route for sale

San Jose, CA

33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $41,000/yr NET (outside of Gas and time) for sale for $75,000 Buyer must join ACFN ATM franchise program....

6

$75,000

$75,000

Cash Flow: $41,000

Cincinnati, OH - ATM route for sale

Cincinnati, OH

8 ATM Locations in the Cincinnati, OH area, high-end Hotels and Restaurants/Bars - making about $11,000/yr NET (outside of Gas and time) for sale for $21,125 Buyer must join ACFN ATM franchise...

6

$21,125

$21,125

Cash Flow: $11,000

Detroit, MI - ATM route for sale

Detroit, MI

22 ATM Locations in the Detroit, MI area - mainly high-end Hotels and Shopping Malls - making about $43,000/yr NET (outside of Gas and time) for sale for $93,549 Buyer must join ACFN ATM franchise...

6

$93,549

$93,549

Cash Flow: $43,000

Anaheim, CA - ATM route for sale

Anaheim, CA

7 ATM Locations in the Anaheim, CA area - all high-end Hotels - making $14,500/yr NET (outside of Gas and time) for sale for $28,877 Buyer must join ACFN ATM franchise program. Franchise program...

6

$28,877

$28,877

Cash Flow: $14,500

Tucson, AZ- ATM route for sale

Tucson, AZ

11 ATM Locations in the Tucson, AZ area - high-end Hotels, Gas Stations, and high volume events, making $40,680/yr NET (outside of Gas and time) for sale for $64,705 Buyer must join the ACFN ATM...

6

$64,705

$64,705

Cash Flow: $40,680

Phoenix, AZ - ATM route for sale

Phoenix, AZ

12 ATM Locations in the Phoenix, AZ area - all high-end Hotels - making $18,500/yr NET (outside of Gas and time) for sale for $30,202 Buyer must join ACFN ATM franchise program. Franchise program...

6

$30,202

$30,202

Cash Flow: $18,500

Bay Area, CA - ATM route for sale

San Jose, CA

33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $41,000/yr NET (outside of Gas and time) for sale for $92,500 Buyer must join ACFN ATM franchise program....

6

$92,500

$92,500

Cash Flow: $41,000

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 Analyzed389
Asking Price$525,000
Reported Revenue$452,000
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
$270,000$525,000$985,000

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$124,524
Median$452,000$210,100
Upper Quartile$840,000$363,913

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 Quartile1.051.90
Median1.252.51
Upper Quartile1.653.39

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 $270,000 to well over $985,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $452,000 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 1.05 to 1.65, with a median of 1.25. Earning multiples range from 1.90 to 3.39, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.51 times its annual owner earnings.

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