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Financial Services Established Businesses For Sale

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Comprehensive Farmers Insurance Portfolio with Strong Revenue Base

Englewood, CO

Farmers Insurance Book of Business for Sale — Diversified Portfolio with Recurring Revenue Each agency inside this portfolio presents immediate revenue with renewal income from the established client...

$250,000

$250,000

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Thriving Insurance Agency for Sale – 30+ Years of Proven Success

Billings, MT

Don’t miss this exceptional opportunity to acquire a well-established, independently owned insurance agency with a trusted name and over three decades of consistent performance in the greater Billings...

$325,000

$325,000

Cash Flow: $94,646

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Farmers Insurance Agency For Sale in Dallas Texas

Mckinney, TX

Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. Business has been built just as professionally as the owners career as pro football...

3

$800,000

$800,000

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Southern California CPA Practice

Orange County, CA

Gross Revenue: $1,900,000 (May 2024 – April 2025) Asking Price: $2,375,000 Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services. The firm...

$2,375,000

$2,375,000

Cash Flow: $673,200

Profitable Auto Insurance & DMV Franchise - Amazing Growth Potential!

Palm Beach County, FL

This is a well-established and highly profitable franchise known as the local go-to destination for auto insurance and expedited DMV services. Operated by a husband-and-wife team with a strong...

$1,200,000

$1,200,000

Cash Flow: $603,000

Under Contract-Allstate Agency for Sale in Alpharetta, Georgia!

Alpharetta, GA

Thriving Allstate Agency for Sale in Alpharetta, Georgia A Unique Opportunity to Own a High-Performing Insurance Business Are you ready to take the reins of a flourishing Allstate Agency in the...

$4,200,000

$4,200,000

Cash Flow: $1,719,602

Allstate Elite Agency for Sale in Western Suffolk County New York

Suffolk County, NY

An excellent opportunity to acquire a successful Allstate agency. Even in difficult times, this particular agency has done well due to high retention and favorable renewals. The present staff of four...

$2,700,000

$2,700,000

EBITDA: $563,332

Well established independent insurance agency in Pinellas County

Pinellas County, FL

Well established independent insurance agency in Pinellas County for sale. Most of what they offer are employee benefit ancillary lines & executive benefits including group disability, executive...

$600,000

$600,000

Cash Flow: $335,550

SALE PENDING! Allstate Agency in Forsyth County, NC

Forsyth County, NC

This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...

$749,000

$749,000

We Buy Houses Territories in Texas

Fort Worth, TX

We Buy Houses® Territories Across Texas [Package] Cut Out the Middleman – Get Direct-to-Seller Deals Territories & Population Insights Dallas–Fort Worth Metro — Population: ~5.1 million Houston Metro...

$250,000

$250,000

Cash Flow: $179,092

Business Law Firm-repeat clients 1 times gross

Houston, TX

The firm provides Business / Contracts/ International Law / Tax Consulting and Tax Preparation, Real Estate, Estate planning, Probate matters and miscellaneous services. Countries with whom the Firm’s...

$625,000

$625,000

Cash Flow: $551,078

FL Based P&C Insurance Agency For Sale

Belleview, FL

This Agency offers a prime growth opportunity for prospective Buyers. Buyers with existing direct appointments especially those with larger portfolios, may experience an immediate increase in...

$390,000

$390,000

Cash Flow: $80,000

Rio Grande Valley Coaching Franchise Opportunity

Texas

This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...

$420,000

$420,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Meade Wallman

United Franchise Group

Retiring Agent Book For Sale

Clark County, WA

Second generation agency for sale. Great location and base revenue to build off with an established book of heavy personal lines insurance and high retention. Agency owner willing to stay on as paid...

$215,000

$215,000

Cash Flow: $121,000

Established CPA Practice with Growth Potential-SBA Pre-Qualified

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

$965,000

Cash Flow: $450,000

Steven Denny

Innovative Business Advisors, LLC

Serving St. Charles County, MO

IBA is dedicated to helping Main Street business owners succeed and be able to pass-on their success. All of our personnel are seasoned professionals with significant experience leading large organizations. We focus our efforts on Main Street business owners generating sales volume of $1-25 million annually who often are "technical experts" in their field but lack the resources and knowledge that larger organizations take for granted. IBA facilitates learning that focuses on growth and building value so that business owners can enjoy more time and profits from their business. Schedule a confidential discussion with us today.

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Mercury Book of Business for Growth Potential!

Tarzana, CA

Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...

$599,000

$599,000

Cash Flow: $234,500

Consulting Practice – NW Houston & The Woodlands

Houston, TX

Step into a turnkey value growth consulting practice with a nationally recognized brand. This business serves the thriving business community of The Woodlands and Northwest Houston—two of the...

$40,000

$40,000

Cash Flow: $160,456

Consulting Firm with Built-In Funding Source

Florida

This business coaching and consulting firm is revolutionizing how entrepreneurs scale and strategize. The owner’s custom software and coaching programs combine high-impact strategy with powerful,...

Not Disclosed

Not Disclosed

Cash Flow: $900,000

Profitable South Florida Precious Metals Dealer

Fort Lauderdale, FL

Profitable South Florida precious metals dealer poised for growing reach and profitability. Over $4.5m in 2024 revenue and $1.3m in Q1 2025. Strong competitive advantages including proprietary...

$600,000

$600,000

Cash Flow: $232,370

Independent Insurance Adjusting Company

Hamilton County, OH

This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $1.1M, with a strong cash flow of $360K. The owner is retiring, offering a unique...

$1,100,000

$1,100,000

Cash Flow: $366,918

Check Cashing and Tax Prep in DMV

Fairfax County, VA

Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...

$400,000

$400,000

Cash Flow: $200,000

Established Farmers Insurance Agency Longstanding High Retention Book

Lacey, WA

We have a 2 million premium agency for sale with an established office and cliental ready for new blood and leadership to come in and take advantage of a disruptive yet highly competitive market...

$305,000

$305,000

Cash Flow: $110,000

Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials

Sangamon County, IL

Central Illinois Tax practice This is a great opportunity to purchase a established tax practice with long standing clients. The practice has seen year over year growth. Owner is willing to support a...

$165,000

$165,000

Farmers Insurance Agency – Oceanside, CA

$2,100,000 - Carlsbad, CA

$2,100,000

Carlsbad, CA

Turnkey Business Brokerage

Gwinnett County, GA

Own a well-established business brokerage in one of the fastest-growing areas of Gwinnett County, GA. This turnkey operation follows a proven business model with multiple revenue streams and is backed...

$45,000

$45,000

Established Business Brokerage - Rare Opportunity!

Kings County, NY

Step into a thriving, turnkey business brokerage backed by a nationally recognized brand with 40+ years of industry leadership. Located in one of New York’s most vibrant and diverse markets, this...

$76,000

$76,000

Business Coaching and Consulting for Small to Mid Sized Businesses

Dallas County, TX

We specialize in working with small and mid-sized businesses to dramatically boost their value, using a proven system that focuses on increasing profitability, streamlining operations, and setting the...

$45,000

$45,000

Cash Flow: $160,457

Lucrative Business Brokerage with Multiple Revenue Streams

Gwinnett County, GA

This is a premium opportunity to acquire an established business brokerage territory, strategically positioned in Atlanta's affluent southern suburbs. This turnkey operation offers a proven business...

$60,000

$60,000

Lucrative Business Consulting Firm for Sale

Clark County, NV

This is a premium opportunity to acquire an established exit planning and business valuation consultancy in the thriving Henderson/Las Vegas market. Operating with a virtual business model, this...

$58,000

$58,000

Cash Flow: $160,457

SEMI PASSIVE, CASH FLOWING, PROFITABLE ATM ROUTE

Hillsborough County, NH

Seize this rare opportunity to own a well-established, profitable 23-unit ATM portfolio strategically placed in high traffic areas throughout southern New Hampshire and northern Massachusetts. This...

$279,000

$279,000

Cash Flow: $63,329

Top-Ranked National Business Brokerage Franchise Territory for Sale -

Tampa, FL

Own a lucrative territory within a leading national business brokerage franchise, renowned for its proven systems, comprehensive training, and unparalleled support. This is your chance to step into a...

$75,000

$75,000

Selling Book of Business - 200 Tax Clients Located in Tracy

Tracy, CA

This list consists of 200 clients that have been using the same service year over year. The list will be sold and the clients will be migrated with the help of the seller. For more detailed...

$65,000

$65,000

Cash Flow: $50,000

Own a Thriving Insurance Agency

Henderson, NV

This is a rare opportunity to acquire a high-performing Farmers Insurance agency with an independent book of business, generating approximately $900,000 in annual service commissions. The agency...

$2,225,000

$2,225,000

Cash Flow: $540,752

Allstate Agency in Scottsdale, AZ

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

$1,050,000

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

$192,000 - Tampa, FL

$192,000

Tampa, FL

Surplus Lines Insurance Agency For Sale

Camarillo, CA

This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency...

$1,275,000

$1,275,000

Cash Flow: $228,701

Tax Preparation Services

North Carolina

SIGNIFICANT PRICE REDUCTION. ENOUGH TO COVER OFFICE RENTALS THROUGH NEXT TAX SEASON! Successful and nationally recognized personal tax preparation, business tax preparation, support and coverage, and...

$285,000

$285,000

Cash Flow: $106,469

Top Independent Agency Loyal Asian-Speaking Clientele

San Gabriel, CA

This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro...

$1,850,000

$1,850,000

Cash Flow: $630,000

Business Brokerage in Booming Market

Arlington, VA

This is the opportunity to own a franchised business brokerage with exclusive territory rights in the Washington, DC and Philadelphia regions. Phenomenal markets full of business buyers and sellers...

$100,000

$100,000

Public Adjuster Business

Florida

Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...

$2,000,000

$2,000,000

Cash Flow: $746,090

Commission Express - Denver, Colorado

Arapahoe County, CO

COMMISSION EXPRESS businesses apply the general factoring process to the specialty of factoring real estate sales commissions. We purchase these pending receivables on the basis of their quality as an...

$25,000

$25,000

Tax Preparation

Minnesota

This is consistent and established tax prep practice. This business prepares tax returns for businesses and individuals. 95% of revenues are generated during the tax season. About 60 business or MN...

$150,000

$150,000

Cash Flow: $68,445

Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

NEWLY REDUCED PRICE! Real Estate Available for Purchase as Well! This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this...

$195,000

$195,000

Cash Flow: $89,082

Routes For Sale®

Routes For Sale

Serving Palm Beach County, FL

Routes For Sale® was founded by Ron Slusser who has been deemed by his customers as the "Route Guru® of America!" Ron started his career as an independent distributor in route sales, and later acquired his Real Estate License which further led to him becoming a Commercial Broker. Ron previously sold residential property and owned route distributorships through Murray Cookies, and Snyder's Of Hanover. This is important, because not only do you have an expert when it comes to answering questions about the buying and selling process, but you also have access to someone with hands on experience who has worked in the route sales field for a combined 20 years.

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For Sale: Established Tax Consulting & Accounting Firm

Virginia

For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...

$277,000

$277,000

4 Very Profitable Check Cashing Stores DE-PA! New Price Reduction

New Castle County, DE

NEWLY REDUCED PRICE! The buyer will need a cash inventory of approximately $600k-$700K on day one of ownership. All five stores, two in Delaware and three in Pennsylvania, are profitable and fully...

$950,000

$950,000

Cash Flow: $696,370

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

$925,000 - Adams County, CO

$925,000

Adams County, CO

ATAX - (Highlands) Denver, CO

Denver, CO

ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...

5

$450,000

$450,000

Cash Flow: $84,000

ATAX - Manhattanville, NY

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

Build Wealth with HomeVestors,Your Path to Real Estate Success!

Hartford County, CT

Are you ready to transform lives and communities while building a prosperous future for yourself? Welcome to HomeVestors Associate Franchise in Hartford County and Surrounding Counties. Every...

$34,997

$34,997

Resilient Financial Services Business

Columbia, TN

If you're great with people and have a drive to build something meaningful, this insurance agency could be your next step. Represent a wide selection of nationally ranked carriers. Offer your clients...

$88,900

$88,900

Cash Flow: $158,446

Established Business Funding Franchise!

Houston, TX

Invest in Your Future: Resale Opportunity for Established Business Funding Franchise! Are you ready to step into the world of entrepreneurship with a proven business model? Here's your chance to take...

$15,000

$15,000

San Francisco, CA - ATM route for sale

San Francisco, CA

8 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $15,000/yr NET (outside of Gas and time) for sale for $26,322 Buyer must join ACFN ATM franchise...

6

$26,322

$26,322

Cash Flow: $15,000

Jackson, WY - ATM route for sale

Jackson, WY

6 ATM Locations in the Jackson, WY area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $10,000 (YES $10,000) Buyer must join ACFN ATM franchise program. Franchise...

6

$10,000

$10,000

Cash Flow: $16,000

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.