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Financial Services Established Businesses For Sale

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Farmers Agency For Sale

Solano County, CA

Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...

$270,000

3

$270,000

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West Michigan-Based Tax Preparation Business

Ottawa County, MI

The 15+ year owner of this West Michigan-based tax practice would like to retire following the 2025 tax season, and will transition the company's 500+ clients to a new buyer. The majority of the...

$110,000

Cash Flow: $73,421

$110,000

Cash Flow: $73,421

Elite Allstate Agency DFW Flower Mound, Texas Book Only

Flower Mound, TX

Outstanding opportunity gem of a $3,456,829 (as of 12/31/2024) Allstate Agency in the growth-rich state of Texas! With its Elite Level status, high retention at 82.9%, this agency won’t be available...

$810,000

Cash Flow: $1,000,000

6

$810,000

Cash Flow: $1,000,000

297-ATM Empire Generates $570K+ Annually

Austin, TX

This established ATM network consists of 297 machines operating across the Austin area. The business has been in operation for 15 years and is currently generating approximately $47,500 per month in...

$1,596,600

Cash Flow: $456,192

$1,596,600

Cash Flow: $456,192

Scalable Early Out & Patient Billing Company for Sale

Utah

This established Utah-based company offers a unique opportunity to acquire a business specializing in early out-patient management billing and proactive revenue optimization, delivering genuine peace...

$425,000

Cash Flow: $128,018

$425,000

Cash Flow: $128,018

North Broward Well Established Accounting Firm For Sale.

Broward County, FL

This very Established Bookkeeping and Accounting Practice; with approximately (525) 1040 clients and (385) corporate return clients, is for sale. This practice generates income from monthly...

$700,000

Cash Flow: $460,000

$700,000

Cash Flow: $460,000

Multi-Revenue Stream Business Brokerage

Lafayette County, LA

Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...

$67,500

$67,500

A high traffic main street, high Income business and residential homes

Richland, WA

$2.6 M Premium This established, $2.6M, Allstate Insurance Agency is located in Eastern Washington, with approval for WA and OR! It has a solid reputation and a loyal client base. The agency benefits...

$480,000

Cash Flow: $180,000

$480,000

Cash Flow: $180,000

Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue

Clayton, NC

Overview This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial...

$12,000,000

Cash Flow: $3,500,843

$12,000,000

Cash Flow: $3,500,843

DC/Baltimore ATM Business For Sale

Maryland

Established ATM Route Business - DC/Baltimore Metro Area This turnkey ATM portfolio offers a proven cash-generating opportunity in the thriving Baltimore and DC metropolitan markets. Operating since...

$195,000

$195,000

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...

$714,000

$714,000

Proven ATM Network: $32K+ Monthly Profit, Turnkey Operation

Lubbock, TX

This opportunity consists of an established ATM network operating 256 machines in high-traffic Lubbock locations. The business has been in operation for more than a decade and generates over $32,760...

$1,376,256

Cash Flow: $393,216

$1,376,256

Cash Flow: $393,216

Large Tax Prep Franchise Group | $1.81M SDE | Easy to Operate

Texas

The business is a well-established and reputable brand in the tax preparation industry and has 50+ locations throughout the southern USA. This group includes over 50 locations in mostly small towns in...

Cash Flow: $1,810,000

Cash Flow: $1,810,000

CPA Firm - Turnkey, Growing Profitability and Semi-retired Partner

Ontario

Multiple offers have been received and we are holding all offers until 5:00 PM EST on September 5. Interested parties are encouraged to submit their best and final offers by this deadline for...

$4,500,000

$4,500,000

Wayne Wright, CBI, CM&AP, MCBI

Wright Business Advisors

Serving Denver County, CO

Wright Business Advisors stands as an independent, specialized business brokerage firm. Our primary focus lies in assisting others to achieve their aspirations, putting their needs at the forefront. We invite you to explore the testimonials of our satisfied clientele. Our core clientele comprises business owners, whose revenues typically range from $1 Million to $20 Million. Our mission bridges the gap between their current position and their desired destination. Drawing from extensive experience in coaching, mentoring, and education, we possess the expertise to accompany our clients throughout their journey. We aim to simplify the often challenging process and ensure our clients enjoy it and achieve the outcomes they aspire to attain.

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Rare Opportunity: Acquire 2 Established Insurance Agencies

Temecula, CA

This is your chance to step into ownership of two well-established insurance agencies with solid foundations, a loyal client base, and strong recurring revenue from steady renewals. With room for...

$250,000

$250,000

Very profitable annuity boutique insurance agency

Detroit, MI

This company has averaged $600,000 net for the past 2 years. This business has over 900 customers. They can be operated from anywhere in the country. This insurance agency primarily sells 10 year...

$2,200,000

Cash Flow: $600,000

$2,200,000

Cash Flow: $600,000

Established Business Brokerage – Prime Nashville Market

Nashville, TN

Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...

$67,500

$67,500

10+ Yr Business Brokerage and M&A Firm

Los Angeles County, CA

This is a rare opportunity to acquire a top-performing business brokerage and M&A franchise firm in the heart of Los Angeles, one of the most active business transaction markets in the United States....

$1,200,000

Cash Flow: $239,169

$1,200,000

Cash Flow: $239,169

Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

Lakeland, FL

20 straight years of rising income. Recurring revenue. Loyal clients. This tax & accounting firm is a rare find — high profit margins, streamlined systems, and a stellar reputation built over two...

$775,000

Cash Flow: $670,000

$775,000

Cash Flow: $670,000

Established Business Brokerage - Strategic Georgia Market

Muscogee County, GA

This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...

$60,000

$60,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

Tampa, FL

Established ACA Health Insurance Agency - 800 Active Clients Generating $240,000 Annual Revenue This turnkey ACA health insurance book of business represents an exceptional opportunity to acquire...

$192,000

Cash Flow: $220,000

$192,000

Cash Flow: $220,000

Acquire Cash-Flowing Farmers Book – $2.5M Premium, Growth Potential

San Antonio, TX

Profitable Farmers Insurance Book – $264K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $2.5M premium Farmers Insurance book of business generating $264,000 in revenue over the last...

$500,000

Cash Flow: $264,000

3

$500,000

Cash Flow: $264,000

Insurance Claims Provider

Orlando, FL

A high-performing public adjusting firm with a proven track record of generating consistent revenue through strong B2B partnerships with mid-sized roofing contractors handling insurance-related...

Cash Flow: $756,830

Cash Flow: $756,830

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

New York, NY

The seller is offering several high-volume ATM route with 6 ATM locations in parts of New York County and Kings County, these ATM route have been operational for many years. All equipped with...

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record

Fort Worth, TX

This Fort Worth-based ATM route includes 251 machines generating $387,072 in annual cash flow. The business has operated for over 15 years, with a focus on high-traffic locations and reliable site...

$1,354,752

Cash Flow: $387,072

$1,354,752

Cash Flow: $387,072

Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring

Jacksonville, FL

This 209-location ATM route across Jacksonville generates over $33,500 in monthly revenue from transaction fees. Each machine produces approximately $160 per month, with established locations, vendor...

$1,406,160

Cash Flow: $502,200

$1,406,160

Cash Flow: $502,200

Rapidly Growing Hybrid Accounting Firm

Raleigh, NC

Rapidly growing accounting firm serving small businesses and individuals in Raleigh, North Carolina and the surrounding region. The Company’s services are primarily composed of highly recurring tax...

$995,000

$995,000

Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH

Cuyahoga Falls, OH

Established CPA Tax and Accounting Practice with 40 years of proven success in Cuyahoga Falls, OH. This well-positioned firm generates $225,000 in annual revenue with $90,000 in seller's discretionary...

$225,000

Cash Flow: $90,000

$225,000

Cash Flow: $90,000

Farmers Insurance Agency - For Sale

Clark County, NV

Farmers Insurance Agency for Sale – Las Vegas, NV Seasoned Agency | Profitable | Growth Opportunity An exceptional opportunity to acquire a well-established Farmers Insurance agency located in Las...

$225,000

$225,000

Money Service Business

Paso Robles, CA

Established Money Service Business - Profitable Financial Services Operation This well-established financial services business has been serving the Paso Robles community since 2007, generating strong...

$399,000

Cash Flow: $70,000

$399,000

Cash Flow: $70,000

Profitable Tax Business In Albany NY

Albany, NY

This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....

$250,000

Cash Flow: $100,000

$250,000

Cash Flow: $100,000

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,...

$250,000

$250,000

Rare Opportunity For a Turn-Key, $6.3 Million Premium

Washington County, OR

Opportunity to acquire a rare $6.3 million premium ELITE insurance agency in Sherwood, Oregon, a highly desirable and growing market. This well established agency presents a turn-key opportunity for a...

$1,650,000

$1,650,000

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

$95,000

$95,000

Cash Flow: $45,922

Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

$625,000

Cash Flow: $332,000

High-Profit Auto Finance Company + Multi-Location Auto Group

Massachusetts

Price: $15,000,000 (Excludes Inventory & Finance Capital) Gross Revenue: $88,000,000 Cash Flow: $3,000,000 Monthly Payroll: $447,000 Inventory: $29,000,000 (Not Included) Years in Business: 20...

$15,000,000

$15,000,000

Cash Flow: $3,000,000

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

$1,405,000

Jean Paul Schwarz

The Schwarz Group

Serving San Diego County, CA

We specialize in representing domestic and international clientele. We offer our clients unique, specialized and comprehensive services. We provide our clients during the buying, selling and investing process, with the knowledge needed to make educated real estate decisions. We have developed strong working relationships with top lenders who specialize in domestic lending and foreign national investments. We work with a large network of vendors that will cater to your specific needs from interior and exterior design to renovation and commercial build-outs. We are here to walk you through all aspects of the transaction process.

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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

$1,440,000

Cash Flow: $538,987

SBA Pre-Qual Digital Marketing Agency | Accounting & Financial Focused

Tampa, FL

WebsiteClosers® presents a 5-year Full-Service Digital Marketing Agency that has become a trusted partner for marketing solutions tailored to CPAs and Accounting Firms across the United States. Their...

$1,400,000

$1,400,000

Cash Flow: $314,280

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

$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

$9,500,000

Cash Flow: $2,813,000

Very Profitable Lending Business-Absentee Run !

Palm Beach Gardens, FL

Step into a high-performing, absentee-owned mortgage lending business in one of the most vibrant and opportunity-rich markets in the U.S.—South Florida. Well-established, 5-star google rated firm...

$300,000

$300,000

Cash Flow: $245,740

South of Metro CPA Firm – $1,000,000 + Revenue

Minnesota

Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services,...

$1,300,000

$1,300,000

Cash Flow: $427,599

Kcmo Accounting & Tax Firm For Sale

Jackson County, MO

The seller of this long-standing Kansas City. Missouri Accounting firm is approaching retirement and seeking a qualified buyer to take over the practice. For over 30 years, this Accountant has...

$228,000

$228,000

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

$25,000

Cash Flow: $87,000

Real Estate Brokerage Franchisor- over 80 locations nationwide!!!

Florida

This established real estate brokerage franchisor presents a strategic acquisition opportunity within the financial services sector. Founded in 2018, the organization has successfully developed a...

$3,000,000

$3,000,000

Cash Flow: $687,390

$800,000 Revenue; Independent Insurance agency for sale in Miami

Miami Gardens, FL

This well-established insurance agency, located in Miami, Florida, boasts a book of business valued at approximately $7 million, generating around $800,000 in annual revenue for 2024. Serving a...

$1,800,000

$1,800,000

Insurance Claims Firm | $1.25M Profit, Explosive Growth

Florida

INSURANCE CLAIMS FIRM - EXPLOSIVE GROWTH OPPORTUNITY This debt-free, fully remote insurance claims firm offers a rare opportunity to acquire a turnkey platform with extraordinary national scalability....

$14,500,000

$14,500,000

Cash Flow: $1,250,000

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:

  

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.