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
Financial Services Established Businesses For Sale
Industry Info
Insurance Claims Provider
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
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
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
Auction
Former PNC Bank | Value-Add Opportunity
Thornville, OH
Online auction: October 2-15, 2025
- Minutes to Interstate 70 in downtown
- Former PNC Bank with upside potential
$1 starting bid
8
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
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
Established Insurance Business For Sale
Raleigh, NC
Well-established independent insurance agency serving individuals, families, and businesses with a strong reputation for integrity, transparency, and client-first service. The agency has grown...
$695,000
Cash Flow: $66,000
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
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
FranchiseBooXkeeping
Available in Multiple Locations
We are a nationally recognized Bookkeeping firm with a single focus. We provide affordable outsourced bookkeeping services to small and medium-sized businesses.
$50,000
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
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
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
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
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
Matt Lucas
First Choice Business Brokers
Serving Lee County, FL
With nearly two decades of experience in franchising and small business ownership, our mission is simple: to help entrepreneurs achieve the freedom and success that comes with business ownership. From launching and scaling our own franchise brand to 36 territories before acquisition, to guiding hundreds of individuals in buying, selling, and investing in businesses, we bring first-hand knowledge of what it takes to succeed. As licensed business sales agents and franchise consultants, we specialize in helping clients cut through the noise to make informed, confident decisions. We understand that buying or selling a business is one of the most important financial and personal choices a person can make—and we take that responsibility seriously. Our approach is strategic yet personal. Whether you’re an aspiring entrepreneur exploring your first business, a seasoned investor looking for multi-unit opportunities, or a business owner preparing to sell, we provide clear guidance and expert support every step of the way. By leveraging deep industry knowledge, a nationwide network of franchise and business resale opportunities, and a people-first mindset, we empower our clients to find the right fit for their goals, lifestyle, and long-term vision. From discovery to decision, our team is dedicated to delivering integrity, transparency, and results. We don’t just match buyers and sellers—we build lasting relationships and help create success stories. If you’re ready to explore business ownership or prepare your business for sale, we’re here to guide you toward your next chapter with clarity and confidence.
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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
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
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
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
Established Insurance Agency- Farmers Insurance
Temecula, CA
This is your chance to step into ownership of an established insurance agency with solid foundations, a loyal client base, and strong recurring revenue from steady renewals. With room for growth and...
$200,000
FranchiseGoosehead Insurance
Available Nationwide
Disrupt insurance with our unique business model that leverages industry-leading technology and a client-first approach to access untapped market potential.
$25,000
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
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
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
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
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
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
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
ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly
New York, NY
ATM Business For Sale – Prime NYC Nightclub & Outdoor Locations This is a rare, high-profit opportunity to acquire a turnkey ATM route with 6 premium locations in New York County & Kings County....
$41,000
Cash Flow: $2,000
2
$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
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
FranchiseBrightway Insurance
Available in Multiple Locations
Explore this recession-proof franchise with the unique benefit of a residual income stream.
$200,000
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
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
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
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
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
FranchiseGrowth Coach
Available in Multiple Locations
Business coaching is a $7.5 billion industry in the United States. Turn your passion for business success into a successful Growth Coach franchise.
$50,000
Established Farmers Insurance Agency in Kingman, AZ for Sale
Kingman, AZ
Are you looking for an insurance agency with a strong reputation and high-growth potential? This is a well-established Agency in Kingman, AZ, with the ability to access multiple carriers in addition...
$180,000
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...
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,...
$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
Chase Lester
First Choice Business Brokers Kentucky
Serving Mccracken County, KY
The First Choice Team is comprised of a team of professionals with vast business knowledge and experience. Our team was driven to the Business Brokerage business after having sold and operated their own businesses. We have operated franchise, food service, technology, insurance, pharmacy and independently-owned businesses. This gives us real world experience of being the in owner or acquirer’s shoes. Confidentiality is of the utmost importance in our business. We will take expert care in keeping your business information confidential during the listing and due diligence process.
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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
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
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
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
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
FranchiseAll County Property Management
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.
$75,000
See More FranchisesSBA 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
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
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
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
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
Cash Flow: $427,599
FranchiseCommission Express
Available Nationwide
White-collar franchise. No holidays or weekends! Twenty-eight years of experience. Commission Express has a working relationship with most Real Estate companies. No license required.
$150,000
See More FranchisesKcmo 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
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.
