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Other Financial Services Businesses For Sale

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Turnkey Regional Center Business - EB-5 Investment & Real Estate Dev
Asset Sale

Orange County, CA

Avoid the 3-5 year waiting period due to USCIS backlog with this established, fully licensed EB-5 regional center, covering all of California and ready to sponsor EB-5 investment projects. Ideal for...

$350,000

$350,000

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385 kW Arizona Solar Project Under Construction – Long-Term Solar SSA
Asset Sale

Maricopa County, AZ

This offering consists of a 385 kW distributed generation solar project located in the Phoenix, Arizona metropolitan area. The project is currently under construction, with the solar array installed...

$1,385,000

4

$1,385,000

Judgment Buisness
Start Up

Why own a Judgment Investigation Business? -Recession Proof Business Model -High Profit Margins & Unlimited Income Potential -Huge Market Size with Little Competition -Work-From-Home Operation -100%...

$200,000

2

$200,000

Side Hustle or Full Time Bus Cost Reduction w/ BIG Profits from Home!
Start Up

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. Over $355k net income per 2025 FDD Item 19 Earnings...

$73,000

$73,000

Loan Service Businesses FOR SALE ("TURN-KEY")
Start Up

Are you looking to step into the financial services industry with a ready-made business? Are you looking to start generating 100K every month? The Potential is HERE Your search ends here! Discover a...

$5,000

2

$5,000

Side Hustle or Full Time Cost Reduction Business W Massive Net Rev!
Start Up

Only $73k to get in and Averaging $355k Net Income (per 2024 fdd) with some franchise owners earning high 6 and 7 digit incomes! Yes this will be validated! **Validation Alert**Recent Franchise Owner...

$73,000

$73,000

Cronus Capital Management LLC
Start Up

Cronus Capital Management LLC is a specialized holding company and fintech infrastructure provider. The sale includes a suite of proprietary systems designed to integrate financial management with...

$45,000

$45,000

Rancho Cordova CA CPA Tax Practice

Sacramento County, CA

Established in 1989, this well-established CPA practice presents an excellent opportunity for an established firm looking to expand its tax practice or for a sole practitioner seeking to acquire a...

$225,000

$225,000

Cash Flow: $141,000

Maryland CPA Firm Acquisition Opportunity

Washington County, MD

This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...

$520,000

$520,000

Cash Flow: $512,000

Farmers Insurance Agency Book of Business for Sale LA

Downey, CA

Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $631,242 in annual premiums across Home policies, Auto, and Life...

$40,000

$40,000

Cash Flow: $35,910

Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA

California

The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...

Not Disclosed

Not Disclosed

EBITDA: $3,700,000

SBA Pre-Qual Marketing Agency | Financial Advisors | 98% Recurring Rev

Tampa, FL

WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition...

$4,000,000

$4,000,000

Cash Flow: $874,343

Own a Farmers Insurance Agency in Prime Los Angeles County

Los Angeles County, CA

Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...

$719,000

$719,000

Established Business Brokerage Franchise

$69,500 - Hamilton County, TN

$69,500

Hamilton County, TN

Judah Dishington

United Franchise Group

Accounting & Tax Firm for Sale - Flagstaff, Arizona

Flagstaff, AZ

Come enjoy cooler temperatures, a slower pace and and a great practice in Flagstaff, Arizona. This firm should do $900,000 in recurring revenue this year and we are asking a 1x multiple on revenue....

$900,000

$900,000

Cash Flow: $245,000

Allstate Agency in San Antonio, TX

Universal City, TX

ALLSTATE ELITE AGENCY - UNIVERSAL CITY, TX Established Allstate insurance agency strategically located in Universal City, Texas, positioned in one of the state's fastest-growing markets outside San...

$249,000

$249,000

Alex Levitan

Pacific Business Exchange

Serving Los Angeles County, CA

Pacific Business Exchange is a full service Financial Intermediary and Business Broker. As such we function as a middleman between Sellers and Buyers of Businesses…both Main Street Enterprises and Middle Market Companies. Affiliated businesses of Pacific Business Exchange include: the law firm of Michael T. Chulak & Associates, including Immigration attorneys focused on packaging various visa types with the purchase of a qualifying business, along with both First Nationwide Accounting Services, and Union America Insurance Agency.

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Turn-Key Insurance Agency in Pleasanton, California

Pleasanton, CA

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

$250,000

West Metro CPA Firm – 125K Revenue

Minnesota

Opportunity to acquire a tax-focused MN CPA practice serving individual, business, trust/estate, payroll, and limited financial statement clients. The practice generated $124,358 in 2025 service...

$156,000

$156,000

Cash Flow: $101,866

International Tax Practice with $1M+ in Revenue

Minnesota

Established CPA firm with an international tax compliance niche and a global client base. The practice provides recurring tax compliance and filing services for foreign nationals, U.S. citizens living...

$1,300,000

$1,300,000

Cash Flow: $401,000

Established ATM Route in Northern Colorado - $39K Cash Flow

Longmont, CO

Take advantage of a truly turnkey investment with this established ATM route operating along the high-traffic I-25 corridor in Northern Colorado. The route features 32 strategically placed machines,...

$129,999

$129,999

Cash Flow: $39,289

Allstate Agency in Copperas Cove, TX

Copperas Cove, TX

Fantastic older $2.78M Allstate agency of 35 years with many 20-year plus customers makes for great cross-selling opportunities. This book of business has been community groomed and has a loyal...

$345,000

$345,000

Cash Flow: $210,000

Well Known State-Wide 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

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

Leading Cost Reduction Consulting Franchise

Utah County, UT

This preeminent consulting franchise is dedicated to partnering with business owners to identify and implement substantial expense reduction strategies across a broad spectrum of operational areas. As...

$44,500

$44,500

Turnkey Business Brokerage Opportunity

$90,000 - Oklahoma County, OK

$90,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

Established Niche Accounting & Financial Services Firm

Beaufort County, SC

Well-established outsourced accounting and financial services business serving a specialized niche throughout the Lowcountry and Coastal South Carolina/Georgia region. The company has built a loyal...

$125,000

$125,000

Cash Flow: $84,000

Seamless Success: Take the Lead of PRO achievement Allstate agency!

Charlotte, NC

***PRICE IMPROVEMENT*** WAS: $1,200,000 NOW: $1,125,000 Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted...

$1,125,000

$1,125,000

Allstate Agency in SE Louisiana

Louisiana

Exceptional opportunity to acquire a well-established $15.2M Allstate Exclusive Agency with two locations serving their communities for more than 30 years! The agency features a loyal, long-tenured...

$3,749,000

$3,749,000

Own a Profitable Check Cashing Business for $125k Down

Suffolk County, NY

A rare opportunity to step into a proven, cash-flowing business without needing to come in all cash. The seller is motivated and willing to finance the balance, making this one of the most accessible...

$225,000

$225,000

Cash Flow: $51,454

Over 20 years of success

Tesuque, NM

One of Santa Fe’s Most Established Dining Destinations A rare opportunity to acquire one of Santa Fe’s most respected operated restaurants, celebrated for its authentic cuisine, warm hospitality, and...

5

$995,000

$995,000

Cash Flow: $395,000

~$600K Book of Business Insurance Agency in Miami, Florida

Miami-Dade County, FL

Location: Miami, FL (Virtual operation) Book Mix: 95% Auto, 5% Other lines Carrier Relationships: Progressive, UAIC, Kemper Auto, GEICO, and other established carriers Business Model: Fully virtual,...

$150,000

$150,000

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

$600,000

$600,000

Cash Flow: $105,246

Large Topper Club Farmers Insurance Agency located in Texas

Plano, TX

EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...

$1,430,000

$1,430,000

Allstate Agency for Sale in Poulsbo WA!

Poulsbo, WA

Imagine walking into your own established Allstate agency in beautiful Poulsbo, Washington – where 40 years of brand presence and 25 years of proven leadership have built something truly special....

$1,600,000

$1,600,000

Watkinsville Georgia, Allstate for Sale!

Watkinsville, GA

Turnkey Allstate Insurance Agency for Sale in Watkinsville, Georgia Established in August 2023, this high-performing Allstate agency represents an exceptional acquisition opportunity in the desirable...

$1,395,000

$1,395,000

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency

Chapel Hill, NC

***PRICE IMPROVEMENT*** WAS: $1,450,000 NOW: $1,250,000 Opportunities of this caliber rarely hit the open market. Step into a high-performing, PRO-achievement Allstate agency in the heart of "Blue...

$1,250,000

$1,250,000

Allstate Agency in NE Tennessee

Blount County, TN

This Pro-Level Allstate agency nestled in NE Tennessee has been going strong since 1961! Started by a grandfather of the current owner, this locally built agency has a loyal customer base that has...

$985,000

$985,000

Cash Flow: $500,000

Established Bitcoin OTC Desk Serving High-Net-Worth Clients

Austin, TX

This established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based,...

Not Disclosed

Not Disclosed

Cash Flow: $310,503

A Legacy of Excellence. A Future of Exceptional Growth.

Alpharetta, GA

Acquire a Multi-Million Dollar Infrastructure: 2026 PRO Allstate Agency with $9.8M+ Book Opportunities to acquire an insurance asset of this scale, performance tier, and operational maturity are rare....

$2,200,000

$2,200,000

Virtual Virginia-Based CPA Practice for Sale

Waynesboro County, VA

BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm with demonstrated growth and strong operational...

$199,000

$199,000

Cash Flow: $125,346

Lucrative Consulting Business

Hudson County, NJ

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

$55,000

$55,000

Harrisburg PA Allstate Agency for Sale!

Harrisburg, PA

Imagine walking into your own established Allstate agency in Harrisburg, Pennsylvania, where everything is already set up for your success. This isn't a startup dream - it's a proven business that's...

$875,000

$875,000

The Blueprint for Excellence in an Epicenter of Growth!

Wakefield, RI

***PRICE REDUCTION*** This one is a gem! The Opportunity: Step into an Elite-level insurance agency delivering exceptional returns and positioned for accelerated growth. Generating nearly $1 Million...

$1,695,000

$1,695,000

Paul Cheetham

Vanla Group

Serving Orange County, CA

Vanla Group is a boutique mergers & acquisitions advisory firm helping business owners buy and sell companies with confidence. We specialize in the often-overlooked $2M–$20M business segment — founders who are too small for investment banks but too important to be left without expert guidance. Our private network provides 100% confidential, off-market deal access and a hands-on advisory process from valuation through close. We represent both buyers and sellers with equal rigor, sourcing strategic fits that go beyond price — protecting legacies, employees, and communities in the process. We create opportunities for people: Business brokering is fundamentally a people business. Every transaction we manage is life-changing for the owner, their family, and their employees. We don't rush deals — we get them right. We are experts on the process: From pre-sale optimization, bookkeeping, and certified valuations to confidential marketing and negotiations, we guide clients through every milestone with clarity and strategy. Our pre-sale preparation has helped clients achieve sale prices up to 27% above initial estimates. Structuring, negotiating, and closing deals: We understand the psychology of the deal — the emotions, the stakes, and the fine print. We manage all of it so you can experience a smooth, confident exit. It's about knowing the true value of your company: We use multiple valuation methodologies — comparable transactions, discounted cash flow analysis, and market multiples — grounded in real market conditions and recent transaction data in your industry.

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Service business for sale

Doral, FL

Established Accounting & Tax Practice for Sale in Doral, FL This well-established service-based business has been operating successfully since 2017, generating consistent annual revenue of $300,000....

$115,000

$115,000

Established $8.9M Premium Farmers Agency avail in Williamson Cty, TX

Cedar Park, TX

Established Farmers Insurance Agency - Turnkey Operation with $8.9M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a large...

$2,288,000

$2,288,000

Cash Flow: $546,399

Lucrative Consulting Business

$55,000 - Mohave County, AZ

$55,000

Mohave County, AZ

Thomas McKeen

United Franchise Group

Newnan Georgia, Allstate for Sale

Newnan, GA

ESTABLISHED ALLSTATE INSURANCE AGENCY - NEWNAN, GEORGIA Turnkey Opportunity in Growing Coweta County Market This well-established Allstate insurance agency, operating successfully since 2015, presents...

$1,650,000

$1,650,000

EBITDA: $304,000

Powerhouse CPA Firm in Scottsdale, Arizona -

Scottsdale, AZ

Own an Apex CPA firm in Arizona's wealth hub! Located in the heart of Scottsdale, one of the nation's premier wealth hubs, this 1.6M powerhouse CPA represents the rare intersection of elite clientele...

$3,000,000

$3,000,000

EBITDA: $856,000

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

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

Saint Marys, PA

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...

6

$750,000

$750,000

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

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed180
Asking Price$575,894
Reported Revenue$487,000
Reported Seller's Discretionary Earnings$227,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
For more in-depth sales and profitability data see:

Asking Price

Lower QuartileMedianUpper Quartile
$303,750$575,894$1,000,000

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Other Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$270,029$137,000
Median$487,000$227,000
Upper Quartile$918,000$389,355

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Other Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.092.02
Median1.242.54
Upper Quartile1.693.31

FAQ's

How much does it cost to buy an Other Financial Service Business?

The median asking price for an established Other Financial Service Business is $575,894, though prices range from under $303,750 to well over $1,000,000.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $487,000 and owners earn a median of $227,000, which includes the owners salary and any other financial benefits they receive.

How do I value an Other 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 Other Financial Services Businesses, revenue multiples range from 1.09 to 1.69, with a median of 1.24. Earning multiples range from 2.02 to 3.31, with the median at 2.54. This means the typical Other Financial Service Business may ask for around 1.24 times its annual revenue, and 2.54 times its annual owner earnings.

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