Folsom, CA
• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...
Other Financial Services Established Businesses For Sale
Folsom CA CPA Practice for Sale
Cash Flow: $708,000
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...
EBITDA: $856,000
Fast Flexible Financing Company For Sale
Broomfield County, CO
This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...
Cash Flow: $205,779
High-Growth SC/GA Dual-State Allstate Agency
Aiken County, SC
Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...
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...
Cash Flow: $145,823
Accounting practice affluent NW suburb of Chicago, Semi-Absentee
Cook County, IL
This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...
Cash Flow: $500,000
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
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...
Cash Flow: $416,580
Established $3.6M Allstate Agency for Sale in Western Pennsylvania
Pennsylvania
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...
Tech Platform - Investor Management and Capital Raising
Established SaaS platform serving the private markets industry with investor management and capital raising technology. This home-based, relocatable business operates in the rapidly expanding private...
All County Property Management
Franchise
Available Nationwide
Leading Residential Property Management Franchise Seeking Like Minded Candidates. We provide an opportunity in Property Mgmt for those seeking a residual income and the lifestyle that accompanies it.
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)...
EBITDA: $750,000
Fully Remote Bookkeeping, Accounting, & Tax Practice For Sale
Weber County, UT
Established fully remote bookkeeping, accounting, and tax practice serving clients across Utah since 2019. This tech-enabled professional services firm delivers comprehensive financial services...
Cash Flow: $81,041
Multi-Revenue Stream Business Brokerage - Lucrative Opportunity
$95,000
Marin County, CA
Well Known 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...
Independent P&C Auto & Home Insurance Agency - Virtual Office
Frederick, MD
PRICED FOR QUICK SALE!!! P&C Agencies normally sell for multiple of 2.5 of commissions. Selling for a 1.75 multiple. Virtual model has very little expenses. Established Independent Auto & Home...
Andy Erskine
Voyage Acquisitions
Serving Harris County, TX
Voyage Acquisitions is a boutique sell-side M&A advisory firm specializing in construction, commercial services, franchisors, and multi-unit franchise owners. We help business owners with $2M+ in revenue maximize value, protect their legacy, and secure the right buyer. With decades of experience and a curated network of private equity and strategic acquirers, we deliver confidential, high-impact business sale results.
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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
Independent Insurance Agency for Sale in East New Mexico
New Mexico
This long-established independent insurance agency has developed a diversified production mix across personal lines P&C, commercial lines, life, health, travel, and group benefits. Office is 4,000...
Cash Flow: $325,493
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
Cash Flow: $126,473
Low Risk/High Margin Merchant Services Business
Las Vegas, NV
ESTABLISHED MERCHANT SERVICES BUSINESS - 30 YEARS OF PROVEN SUCCESS This well-established merchant services business represents an exceptional opportunity in the financial services sector. Operating...
Cash Flow: $803,000
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...
Cash Flow: $118,629
Established Nashville Cash Homebuyer Business with Great Reviews
Franklin, TN
Starting Your Real Estate Investment Business but don't want to wait years to Establish Your Reputation & do your first deal? This business foundation will put you on the fast track to doing your...
2
EBITDA: $1,485,000
Profitable Turnkey Check Cashing Business for Sale
Suffolk County, NY
A cash-flowing community staple in a prime, busy shopping plaza. This is an established, fully operational check cashing and financial services business, strategically located in a high-visibility,...
Cash Flow: $202,843
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....
Established Business Brokerage Territory – Prime Market
$95,000
Alameda County, CA
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...
Cash Flow: $150,000
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...
Cash Flow: $512,000
Atm Locations in Major Grocery Chains $5,500 - No labor fully residual
Chicago, IL
We currently have high volume locations For Sale: Serious buyers only*. Comes with 5 year agreement. Note: This route is fully passive (no work required). Locations are in different cities which list...
Cash Flow: $3,500
Farmers Insurance Agency Book of Business for Sale LA
Los Angeles County, CA
Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $1,640,806 in annual premiums across Home policies, Auto, and Life...
Cash Flow: $109,000
Seamless Success: Take the Lead of PRO achievement Allstate agency!
Charlotte, NC
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 local institution with a solid foundation for growth,...
$3.3 Mn Book of business for sale near Clearwater, Florida
Pinellas County, FL
Business Highlights: • 22 years of continuous operation with proven market presence • Dual office locations serving Clearwater and St. Petersburg markets • Specialized focus: 98% auto insurance with...
Check Cashing Business Established in 2000
Wayne County, MI
A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...
Cash Flow: $450,000
Established Farmers Insurance Agency – Premier LA County Location
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...
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....
Cash Flow: $268,778
Northern Arizona CPA - Discounted Price - Remote Ownership Possible
Prescott Valley, AZ
The firm is being sold at a discounted multiple of .85 on gross recurring revenue to create a real opportunity for someone to step right into equity. The principal is asking for $470,900 for $550,000...
Cash Flow: $189,000
Established Business Brokerage Business
$69,500
Pierce County, WA
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...
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...
Allstate Agency in Walkersville, MD
Walkersville, MD
This Pro-Level, $5.00M Allstate agency has been built for the past 20 years with a long-term mindset. The agency generates stable, recurring revenue with an exceptional 90% retention rate. Also, this...
Cash Flow: $200,000
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...
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...
Cash Flow: $239,000
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...
Cash Flow: $395,000
Fort Walton Beach, Florida-Prime Opportunity: Established Allstate Age
Fort Walton Beach, FL
Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...
Sticky Enterprise SaaS Mission-Critical Platform 90% Recurring Revenue
Tampa, FL
This is a rare opportunity to acquire a deeply embedded enterprise SaaS platform operating at the intersection of regulatory compliance, financial reporting, and workflow automation. The software is...
David Jepson
Transworld Businesss Advisors Nashville
Serving Williamson County, TN
Transworld Business Advisors: The World Leader in Business Brokerage Expertise. Confidentiality. Results. As part of Transworld Business Advisors, I provide my clients with the personalized service of a local boutique firm backed by the powerhouse resources of a global leader. With over 40 years of experience and more than 250 offices worldwide, Transworld has a proven track record of facilitating successful transactions across every industry imaginable. How I Help You Achieve Your Goals Navigating the sale or purchase of a business is a complex journey. My role is to simplify that process while maximizing value for my clients. Whether you are an entrepreneur looking to exit or a buyer seeking a new venture, I provide a comprehensive suite of services: Global Reach, Local Touch: Through our proprietary network, your listing isn't just seen locally—it’s exposed to thousands of vetted buyers globally, ensuring maximum competition for your business. Business Valuation: I provide data-driven valuations based on current market trends and historical data from thousands of Transworld closings to ensure your business is priced to sell. Strategic Marketing: We don't just "post and pray." I develop a customized marketing strategy that highlights your business’s unique strengths while maintaining 100% confidentiality. Vetting & Qualification: I manage the heavy lifting of screening buyers, ensuring they have the financial capability and professional background to complete the purchase before they ever see your sensitive data. Franchise Consulting & Development: In addition to traditional brokerage, I specialize in helping individuals find the right franchise or helping existing business owners expand through franchising. A Partnership Built on Trust I understand that your business is your life’s work. That is why I operate with a philosophy of "People First." My goal is not just to close a deal, but to ensure a smooth transition that protects your legacy and secures yo
Contact me
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...
Jewelry & Collateral Lending
Surrey, BC
Surrey, BC (2 locations) This business is 100% compliant in a highly-regulated industry, with clean books and pristine operations. The current owner (a businessman with a stellar reputation) works...
EBITDA: $1,318,337
Lucrative Consulting Business
$75,000
Norfolk County, MA
1.2M Book of Business Insurance Agency for sale in Orlando, Florida
Orange County, FL
$1.2M book of business P&C insurance agency, operating since 2011, with strong referral network within the Indian business community, established walk-in traffic and location recognition, diversified...
Established Insurance Agency with instant renewal revenue and bonuses!
Hennepin 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
Why Buy One Business When You Can Own the Firm That Sells Them All?
Oakland County, MI
If you have been deep in the search for the right business to buy, consider a pivot. You have likely discovered that strong cash-flowing businesses are rare, expensive, and often come with an SBA loan...
2
Cash Flow: $150,000
Georgia - Personal lines Insurance Agency (Virtual - 90% retention)
Gwinnett County, GA
Well-established insurance agency with proven systems and exceptional retention metrics. It serves a diverse, bilingual client base with a strong focus on standard personal auto and homeowners...
Well-Established Estrella Insurance Franchise For Sale
Hallandale Beach, FL
Take ownership of a well-established Estrella Insurance Franchise now operating from a newly secured location along the US-1 corridor in Hallandale Beach. The relocation was executed as part of a...
6
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....
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....
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....
Buy or Sell an Other Financial Service Business
| Market Overview | Listings for Sale (Median) |
|---|---|
| Number of Businesses Analyzed | 161 |
| Asking Price | $575,000 |
| Reported Revenue | $464,000 |
| Reported Seller's Discretionary Earnings | $220,710 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $300,000 | $575,000 | $1,010,000 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Other Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $270,000 | $130,685 |
| Median | $464,000 | $220,710 |
| Upper Quartile | $869,750 | $355,050 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.00 | 1.88 |
| Median | 1.25 | 2.50 |
| Upper Quartile | 1.76 | 3.18 |
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 $575,000, though prices range from under $300,000 to well over $1,010,000.
How much do Other Financial Services Businesses owners earn?
The median reported revenue of Other Financial Services Businesses is $464,000 and owners earn a median of $220,710, 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 1.00 to 1.76, with a median of 1.25. Earning multiples range from 1.88 to 3.18, with the median at 2.50. This means the typical Other Financial Service Business may ask for around 1.25 times its annual revenue, and 2.50 times its annual owner earnings.
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