Tampa, FL
Established Tampa Bay mortgage brokerage offering an exceptional turnkey opportunity for an experienced broker looking to acquire an operating business with immediate income potential. BUSINESS...
Financial Services Businesses For Sale
Industry Info
Tampa Bay mortgage brokerage needs broker!!
$99,000
Cash Flow: $65,000
Turn-Key Farmers® Insurance Agency – Santa Cruz County
Santa Cruz County, CA
Turn-Key Farmers® Insurance Agency – Santa Cruz County Asking: $150,000 | Book Size: ~$1.8M GWP | Service Commissions: $110K+ / yr Overview Rare opportunity to acquire a turn-key, established Farmers...
$150,000
Cash Flow: $110,000
Tax Prep Business in Central PA – Loyal Clients, Big Potential
Lycoming County, PA
Owner Retiring from this well-established tax preparation business in Central Pennsylvania offers a rare opportunity for a motivated buyer seeking steady income and a loyal client base. With decades...
$149,000
Cash Flow: $82,900
Take Advantage of A Great Turnkey Opportunity!
Fountain Valley, CA
Take advantage of a great opportunity! This established agency has over 3000 policies in force and is a Turnkey Operation. The office is located in a prime retail location in Fountain Valley. The...
Not Disclosed
Cash Flow: $650,000
Thriving Mission Valley Accounting Firm
REAL ESTATE INCLUDED
Lake County, MT
Step into a flourishing and growing accounting practice located 25 miles from Flathead Lake. This firm has been in business for 24 years and is in high-demand with growth in the area and need for...
$480,000
For immediate sale by Owner
Plano, TX
This Agency was established in 2015 and the Agency Owner is wanting to work in the Agency but not run the Agency due to his age. His Client retention is over 87%! His Clients love him and will work...
$60,000
Profitable Auto Insurance Franchise
Fort Lauderdale, FL
Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy east-west...
$1,300,000
Cash Flow: $135,189
Rapidly Growing $11 Million Premium Insurance Agency in Arvada
Arvada, CO
Opportunity to acquire a rare $11 million premium insurance agency in Arvada, Colorado, a highly desirable and growing market. This well established agency presents a turn-key opportunity for a...
$2,375,000
Farmers Insurance Agency For Sale
Van Alstyne, TX
Farmers Insurance has expanded it's entry points to include scratch Agencies with our new Retail & Flex programs. We have also added a new Protégé Program for individuals who are interested in...
$200,000
Vermont Tax Firm (High Fees)
Vermont
Semi-Virtual Tax Firm A long-standing CPA practice in Southern Vermont with nearly 40 years of experience and strong client relationships. This turnkey opportunity features consistent recurring...
Not Disclosed
Cash Flow: $335,000
Established Tax Franchise for Sale
Dolton, IL
ESTABLISHED ACCOUNTING & TAX FRANCHISE FOR SALE South Suburbs of Cook County | Turnkey Operation | High Growth Potential Take Over a Proven Franchise with Built-In Brand Power! Step into a nationally...
3
$75,000
Cash Flow: $39,000
Farmers Insurance Agency
Redmond, OR
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 support of experienced agents,...
$248,000
Earn $45K+ in 4 Months | Tax Prep Biz with Loyal Clients
Taylor, MI
This Liberty Tax franchise offers a rare blend of stable income, low overhead, and lifestyle flexibility. The business has averaged 10% annual revenue growth over the past three years, with 80%+...
3
$79,900
Cash Flow: $45,922
56 Year-Old Land Development and Finance Company
$21,000,000
Georgia
Profitable Income Tax Prep Franchise
Queens, NY
ATAX Franchise operates on a proven business model that has led to its success as one of the largest independent tax preparation businesses in the country. The model is based on a successful business...
6
$288,000
Cash Flow: $174,081
Colorado - The #1 State To Own a Business
Lakewood, CO
This established $5,300,000 premium agency is located in a highly sought after Denver suburb. The agency owner has built an amazing business, will be retiring and is looking for the right successor to...
$1,405,000
Dave Perkins
We are intermediaries.
Serving Madison County, MS
Abstract Business Advisors, LLC is a specialty healthcare advisory firm offering our clients a unique advantage over traditional brokerage firms who handle mergers & acquisitions. Our team of professionals has over 100 years of combined health care business ownership and experience allowing us a comprehensive understanding of the industry. Over 24 years in business and more than $2.5B in transactions! At Abstract Business Advisors, LLC, we feel what sets us apart from other health care M&A firms, brokers, and brokerage firms, is our dedication to our clients both on the Buyer and Seller side. In addition to paying attention to details, it is crucial that we pay close attention to the health care laws, as well as the pending changes that could affect values in the health care world. We know the issues critical to the healthcare industry — reimbursement, government regulations, information systems, product technology, and market trends — issues that directly impact who’s buying, who’s selling, why, and for how much. As professional healthcare M&A advisors, we understand that our valuation methods and processes are our responsibility as a trusted partner. Starting with your price expectations, we identify and rate the market realities you are facing. Our marketing objective is to reach qualified buyers and sellers with an accurate and consistent business profile. Abstract Business Advisors, LLC assists clients through the acquisition or selling process step-by-step. Strong seller and buyer emotions are a reality of any type of business transaction. Effective emotion management is a trademark characteristic of a successful closing. As situations arise, we provide objective analytical views. When your expectation issues are on the negotiating table; you are at your highest level of outcome risk. In these situations, you have the assurance that our firm’s negotiating experience and all of our resources are directed toward successfully preserving your interests.
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Under Contract-New Allstate Listing! Buford Georgia!
Buford, GA
For Sale: Highly Profitable Allstate Agency in Buford, GA This is a rare opportunity to acquire a thriving, turnkey Allstate insurance agency in the desirable Buford, Georgia market. This...
$1,440,000
Cash Flow: $538,987
Allstate Agency in New Orleans Suburb
Jefferson County, LA
Exceptional opportunity in this $2.25M Allstate agency with 90%+ retention nestled in the SE suburbs of New Orleans, LA! Act now to seize the chance to acquire this well-established agency with a...
$389,000
High Growth Tax Resolution Company
New York
Unique acquisition opportunity in the fast-growing tax settlement and resolution services sector. The Company provides specialized solutions to individuals and businesses facing significant tax...
$9,500,000
Cash Flow: $2,813,000
Small Business Consulting Firm & Partnership
State College, PA
The Opportunity is to run your own Consulting and Advising business that focuses on small and medium size businesses. We have found this to be an under-utilized segment in the market. It is very...
$25,000
Cash Flow: $87,000
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
Cash Flow: $512,000
Well Built Land Wholesaling Business
Denver, CO
My wife and I have a very profitable land business. The business model is simple and extremely profitable. Knowing how to build it is not simple. Looking to potentially sell the business to the right...
6
$1,200,000
Cash Flow: $600,000
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
Cash Flow: $145,823
Allstate Agency in Douglasville, GA
Douglasville, GA
Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...
$1,600,000
Top Business Brokerage/ M&A Firm – Key LA Territory & Active Pipeline
$1,200,000
Los Angeles County, CA
Allstate Agency in Cedartown, GA
Cedartown, GA
This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...
$299,000
BUSINESS FUNDING SERVICE Business - $900K a year profit potential
Duncans Mills, CA
EXCLUSIVE LICENSING RIGHTS to a 23-year-old established funding service business that has helped hundreds of new owners purchase their business without the need for any bank loans. And they received...
$120,000
Cash Flow: $430,000
Lead Generation Agency | Financial Services & Marketing Sectors
Tampa, FL
WebsiteClosers® presents a cutting-edge B2B Lead Generation Company that has become a formidable player in both the Financial Services and Marketing sectors. With a specialization in cold email...
$1,250,000
Cash Flow: $333,419
Farmers Insurance agency
Denver County, CO
Thriving Farmers agency with 12 plus years of operations. Tenured staff with the CSR/ producer being here the entire time. Devoted long-term clients with a heavy focus on P&C as well as commercial and...
6
$340,000
Cash Flow: $170,000
Turn-Key Business Opportunity With Excellent Growth Potential- Arizona
Flagstaff, AZ
Are you looking for a turn-key business opportunity with excellent growth potential, located in the highly desired state of Arizona? This established, $4,400,000 premium, agency is located in...
$1,050,000
UNDER CONTRACT - Fully Remote Established Tax/Bookkeeping Practice
Larimer County, CO
Established Tax and Bookkeeping Practice - Fully Remote Operation This well-established accounting practice offers an exceptional opportunity for buyers seeking a profitable, location-independent...
$75,000
Cash Flow: $40,000
Rapidly Growing CPA Firm with 40+% Cash Flow in Central California!
California
* Both young owners are willing to stay on for the right situation. One wants to continue working in the business. * Premium Fees $2,343 for business return and $1,200+ for individual returns (half...
$3,750,000
Profitable Insurance Agency in Lauderdale Lakes, Florida for Sale
Fort Lauderdale, FL
The agency has a high cross selling opportunity and is located in a booming market of Lauderdale Lakes, Florida. The agency has a high future growth potential and has 90% client retention rate....
$1,300,000
Highly Profitable, Absentee-Run Money Exchange Business
Miami-Dade County, FL
Excellent absentee Owner business 16 YEARS in Business with a special niche of offering currency exchange for locals, corporations, travel agencies, tourists, and banks referrals. Great locations...
$1,700,000
Cash Flow: $350,000
Allstate Insurance Agency in Lexington County, SC
Lexington County, SC
$654K in premiums! A rare opportunity to purchase a successful Allstate agency in Lexington County, South Carolina - without all of the initial startup costs and concerns. This agency has an...
$79,000
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
Full Service Accounting Firm For Sale
REAL ESTATE INCLUDED
Josephine County, OR
The business is a full-service accounting firm licensed in rural Oregon. The Company offers a broad range of services for business owners, executives, independent professionals, individuals and...
$614,000
Cash Flow: $187,498
Established Farmers Insurance Agency
Lilburn, GA
Excellent opportunity to purchase a well-established book of business with an historic 85% retention of existing clients over the past 6 years. Purchase an existing book of business with immediate...
$190,000
Cash Flow: $70,000
Established Insurance Agency for Sale in Stanton
Stanton, CA
Established Farmers Insurance Agency – Stanton, CA | Well-Established | Turnkey Opportunity Business Overview Take advantage of a rare opportunity to acquire a profitable, long-standing Farmers...
$120,000
Cash Flow: $79,000
Profitable Repossession Company with 16-Year Track Record in Savannah
Savannah, GA
Operating since 2009, this highly reputable repossession and asset recovery company has built a strong presence in the Southeast, servicing Georgia and South Carolina. The business specializes in the...
$925,000
Cash Flow: $180,000
Full Service Accounting Firm in Northeast Colorado Springs
Colorado Springs, CO
This firm offers both individual and business tax planning, preparation, and consulting. Additional services include payroll, bookkeeping, Quickbooks setup/management, etc. With nearly $400K gross...
$295,000
Cash Flow: $100,000
Premium Allstate Agency for Sale – Prime Location & Loyal Client Base
San Jose, CA
Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...
$1,450,000
Help business owners exit and help buyers become business owners!
Oakland County, MI
If you are interested in business brokering without owning a brokerage (becoming an agent of the office), you are also welcome to fill out the form. This is an active, ongoing brokerage actively...
$100,000
Cash Flow: $100,000
Semi-Virtual CPA Firm - Chandler, Arizona - $1.95 Million
Chandler, AZ
This CPA firm presents an exceptional opportunity for acquisition, featuring virtual operations, full staff, and real estate. The practice forecasts $1.5 million in gross revenue for 2025 and is...
$1,950,000
Cash Flow: $603,000
Todd Swann
Swann Real Estate
Serving Volusia County, FL
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Financial Services Business with Recuring Income
Greenville, SC
Imagine stepping into a business that practically runs itself while delivering steady, predictable income month after month. This established insurance agency is designed for someone like you who...
$131,900
Cash Flow: $149,716
Turnkey Ins Agency – Sauk Centre, MN – $5K/Month Revenue
Sauk Centre, MN
Own a profitable insurance agency for sale in Sauk Centre, MN generating about $5,000 in monthly revenue with excellent client retention. This is a perfect entry point into the residual income,...
$90,000
Cash Flow: $60,000
Farmers Insurance Agency – Oceanside, CA
$2,100,000
Carlsbad, CA
NEW PRICE! Allstate Agency in Central Alabama
Autauga County, AL
Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...
$975,000
Cash Flow: $283,000
Farmers Insurance Agency For Sale in Anaheim Hills, Ca
Anaheim, CA
Established Farmers agency for sale in Anaheim Hills. Client base is predominantly Arabic speaking. Option to take over office space that has been occupied by a Farmers agent for over 20 years....
$192,000
MOTIVATED SELLER – $2.5M Premium / $20K/Month Revenue – Stillwater, MN
Stillwater, MN
Turnkey insurance agency for sale in Stillwater, MN with $2.5 million in premium and about $20,000/month in revenue from a loyal, established client base in Stillwater, MN. This profitable book of...
3
$300,000
Cash Flow: $200,000
Established Tax & Accounting Practice
Mercer County, PA
Established tax and accounting practice offering comprehensive tax and accounting services. This established business has built a trusted reputation for delivering accurate, timely, and personalized...
$335,000
Cash Flow: $159,464
High-Earning Tax Franchise – Semi-Absentee Friendly!
Greensboro, NC
This thriving tax prep business combines serious cash flow with a laid-back, high-energy vibe. Known locally for its friendly service and strong results, the business is built on repeat clients, a...
3
$540,000
Cash Flow: $203,805
Farmers Insurance Agency Book of Business for Sale LA / OC
Los Angeles County, CA
Profitable and established insurance agency for sale in the LA and OC area. This opportunity includes a book of business with approximately $1.8 million in annual premiums across a strong mix of Home,...
$200,000
Cash Flow: $120,000
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
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.
