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Financial Services Established Businesses For Sale

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ATAX - Bellmore, NY

Bellmore, NY

ATAX Bellmore, NY Tax Preparation Franchise - Established This turnkey ATAX franchise presents an exceptional opportunity in Bellmore thriving neighborhood. Established in 2023, this...

5

$45,000

$45,000

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Indianapolis Relocatable Established Tax Preparation Franchise

Indianapolis, IN

Established Tax Preparation Franchise - Indianapolis Area This profitable ATAX franchise presents an exceptional opportunity to acquire a well-established tax practice with nearly two decades of...

6

$125,000

$125,000

Cash Flow: $60,000

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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

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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

Established Real Estate Brokerage That Is A National Franchise

WELL ESTABLISHED TURNKEY REAL ESTATE BUSINESS THAT IS A NATIONAL FRANCHISE. BROKER OWNER WILL STAY ON FOR TRAINING AND CONTINUED SUPPORT IF NEEDED. EARN-IN OPPORTUNITY AND OR PROFIT SHARING...

$200,000

$200,000

EBITDA: $125,000

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

Recurring Revenue, Insurance Business

Raleigh, OH

Take part in a rapidly growing segment of the financial services industry with this professionally branded insurance agency built for speed, efficiency, and scalability. This business allows you to...

$67,900

$67,900

Cash Flow: $95,000

Denver, CO - ATM route for sale

Denver, CO

5 ATM Locations in the Denver, CO area - all high-end Hotels - making $13,500/yr NET (outside of Gas and time) for sale for $24,975 Buyer must join ACFN ATM franchise program. Franchise program...

6

$24,975

$24,975

Cash Flow: $13,500

Philadelphia, PA - ATM route for sale

Philadelphia, PA

12 ATM Locations in the Philadelphia, PA area - all high-end Hotels - making $23,000/yr NET (outside of Gas and time) for sale for $45,000 Buyer must join ACFN ATM franchise program. Franchise program...

6

$45,000

$45,000

Cash Flow: $23,000

Louisville, KY - ATM route for sale

Louisville, KY

10 ATM Locations in the Louisville, KY, and French Lick, IN areas - Mainly high-end Hotels and resorts, making $36,000/yr NET (outside of Gas and time) for sale for $58,288 Buyer must join the ACFN...

6

$58,288

$58,288

Cash Flow: $36,000

Chicago, IL - ATM route for sale

Chicago, IL

6 ATM Locations in the Chicago, IL area - High-end Hotels making $16,000/yr NET (outside of Gas and time) for sale for $28,119 Buyer must join the ACFN ATM franchise program. Franchise program...

6

$28,119

$28,119

Cash Flow: $16,000

Providence, RI - ATM route for sale

Providence, RI

10 ATM Locations in the Providence, RI area - High-end Hotels and One Bowling Alley, making $26,000/yr NET (outside of Gas and time) for sale for $56,000 Buyer must join the ACFN ATM franchise...

6

$56,000

$56,000

Cash Flow: $26,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Michael White

United Franchise Group

Savannah, GA - ATM route for sale

Savannah, GA

16 ATM Locations in the Savannah, GA area - Mainly high-end Hotels, making $44,500/yr NET (outside of Gas and time) for sale for $77,020 Buyer must join the ACFN ATM franchise program. Franchise...

6

$77,020

$77,020

Cash Flow: $44,500

Columbia, SC - ATM route for sale

Columbia, SC

25 ATM Locations in the Columbia, SC area - Mainly high-end Hotels, making $52,000/yr NET (outside of Gas and time) for sale for $100,000 Buyer must join the ACFN ATM franchise program. Franchise...

6

$100,000

$100,000

Cash Flow: $52,000

Brent CCIM

Metroport Advisors

Serving Lamar County, TX

At Metroport Advisors we brings decades of real world experience in financial analysis, business development, commercial real estate, and business transactions to the table to serve you. eXp Commercial is an international commercial real estate brokerage with brokers in all 50 states.

Contact Me >

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Boston, MA - ATM route for sale

Boston, MA

10 ATM Locations in the Boston, MA area - Mainly high-end Hotels, making $19,000/yr NET (outside of Gas and time) for sale for $33,925 Buyer must join the ACFN ATM franchise program. Franchise program...

6

$33,925

$33,925

Cash Flow: $19,000

Cleveland, OH - ATM route for sale

Cleveland, OH

12 ATM Locations in the Cleveland, OH area all high-end Hotels, (plus one more hotel to be installed) making $22,000/yr NET (outside of Gas and time) for sale for $50,000 Buyer must join the ACFN ATM...

6

$50,000

$50,000

Cash Flow: $22,000

Santa Barbara, CA - ATM route for sale

Santa Barbara County, CA

5 ATM Locations (plus one extra machine) in the Santa Barbara, CA area all high-end Hotels, making $12,500/yr NET (outside of Gas and time) for sale for $22,647 Buyer must join the ACFN ATM franchise...

6

$22,647

$22,647

Cash Flow: $12,500

Income Tax Preparation Franchise Opportunity

Springfield, MO

Position yourself with a leader in an industry (Tax Preparation) where the potential customer base is always increasing with population growth. Plus, ATAX also provides services business owners need...

6

$40,000

$40,000

ATAX Income Tax Preparation - Virginia Beach, VA

Virginia Beach, VA

Position yourself with a leader in an industry (Tax Preparation) where the potential customer base is always increasing with population growth. Plus, ATAX also provides services business owners need...

6

$35,000

$35,000

65%+ SDE CPA Firm For Sale in NE Tennessee

Tennessee

Well-established and highly profitable CPA practice located in Northeast Tennessee. This firm generates over $500,000 in annual revenue with an excellent service mix, including personal and business...

$579,700

$579,700

Cash Flow: $350,000

$2.6M EP PRO Allstate in the Golf Capital of the Carolinas!

Pinehurst, NC

Established award winning $2.6 million dollar PRO agency is located in the Golf capital of the Carolinas! This turnkey agency is located in a professional office condo with nearby CPA firm, doctor...

$556,000

$556,000

$2.5M EP Independent Personal Lines Insurance Agency in Louisiana!

Louisiana

This established independent personal lines insurance agency represents a compelling acquisition opportunity in the Louisiana market, generating $2.5 million in estimated premiums. The agency has...

$927,000

$927,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Michael White

United Franchise Group

Immediate Revenue Stream - Establish Bookkeeping Practice

Duval County, FL

Founded in 1997 this well established Enrolled Agent (EA) practice boosts the highest IRS credential specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns. This...

$80,000

$80,000

Cash Flow: $71,919

Cpa Firm

Lee County, FL

Step into a legacy of excellence with this well-established, family-owned CPA firm that has proudly served its community for over 39 years. Known for its personalized service, deep client...

$775,000

$775,000

Cash Flow: $328,940

$5M EP Allstate Agency in Cary, NC For Sale!

Cary, NC

Established award winning $5.3 million dollar agency is located in the great town of Cary NC! This turnkey PRO agency is located in the heart of a great small town community. Agency consists of a...

$1,230,000

$1,230,000

Turn-Key $3.8M Premium Farmers Insurance Agency – $30K Monthly Revenue

Dakota County, MN

ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL BASED BUSINESS THAT YOU CAN SCALE WITH AN EXIT STRATEGY? Buy a turnkey Farmers Insurance Agency for sale in Burnsville, MN. Asking...

$625,000

$625,000

Cash Flow: $301,000

Fort Smith Area Tax & Accounting Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $185,000! • Service mix includes...

$215,000

$215,000

Specialized Virtual Firm Serving TV, Film & Content Creators

Minnesota

-Owner hours less than 2,000 -Strong niche in TV and film production -Fully staffed leaving the owner to focus on growth This fully virtual accounting firm has established a strong niche serving...

$800,000

$800,000

Established Bookkeeping & Payroll Practice – Growth Opportunity

New York

This profitable bookkeeping and payroll services firm has built a strong reputation for reliability, accuracy, and personalized service. Serving approximately 35 long-term clients across diverse...

$165,000

$165,000

Cash Flow: $65,207

Yuma AZ CPA Practice for Sale

Yuma County, AZ

• The owner is a CPA • This practice was established in 1981 • Tremendous growth potential for an ambitious new owner • Software in use includes Lacerte, QuickBooks, RIA Checkpoint • Approximately...

$240,000

$240,000

Cash Flow: $192,000

Northwest Montana CPA Practice

Montana

This highly-profitable CPA Tax & Accounting Practice for sale in Northwest Montana has annual gross revenues of approximately $990,000. Dedicated to providing first-rate customer experience, this...

$1,390,000

$1,390,000

Federal Way, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 1976 • Software in use includes Intuit ProSeries • Approximately $27,540 in annual revenue, via bookkeeping (9 clients) • Approximately $5,000...

$250,000

$250,000

Cash Flow: $81,400

Farmers Agency For Sale

$270,000 - Solano County, CA

$270,000

Solano County, CA

Silverton, OR CPA Practice for Sale

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes Lacerte and QuickBooks • Approximately $17,800 in annual revenue, via bookkeeping (12 clients) • Approximately...

$1,000,000

$1,000,000

Cash Flow: $519,942

Executive Franchise Opportunity – Help Business Owners Exit - Portland

Portland, OR

Are you an entrepreneur looking for your next big opportunity? Business brokerage could be the perfect fit. This established Portland territory is backed by a 30+ year national franchise with a proven...

$54,000

$54,000

Established CPA Firm with Succession Opportunity in North Carolina!

North Carolina

-2025 projections $1,100,000 -Seller open to creative purchase structures -Poised for future success Founded in 1963 as a family-run practice, this well-established two-partner CPA firm has built a...

$1,000,000

$1,000,000

Established CPA Firm with Strong Tax Expertise in West Denver Metro

Colorado

-Cash flow to owners at $396,000 -2025 projected at $1.1 million -Fully staffed Located in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal...

$1,250,000

$1,250,000

Savannah Established Tax and Accounting Firm with Staff

Savannah, GA

Imagine walking into your own established tax and accounting practice in beautiful Savannah, where you'll find a thriving business that's already built for success. This isn't just another practice -...

$795,000

$795,000

Cash Flow: $225,000

Established Allstate Insurance Agency for Sale in NH

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

$1,050,000

Northeast Ohio - Beachwood area

Beachwood, OH

• Well established, single owner CPA practice • 64% tax preparation, 23% accounting, 13% tax planning/consulting • Avg 1040 fee ~ $1,000; avg business return ~ $1,500 • Strong staff in place,...

$2,700,000

$2,700,000

Southwest Frederick County, MD CPA Practice

Frederick County, MD

This well-established CPA Tax & Accounting Practice for sale in Southwest Frederick County, MD has annual gross revenues of approximately $559,000. The growing practice has no competition in the...

$595,000

$595,000

Dane DeSantis

Hallmark Business Brokers, Inc.

Serving Sarasota County, FL

At Hallmark Business Brokers, we are a different kind of Business Broker. Our goal, when working with you, is to help you through the buying or selling process. Whether this is your first time buying or selling, or you have done this many times, every transaction is different. Sometimes it can feel like the process can be overwhelming. Our agents take the time to get to know you and your goals to see if there is a fit between our company and you.

Contact Me >

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Established Insurance Agency For Sale - Home, Auto, Business, Life

Waterford, CT

Full service Insurance Agency - Home, Auto, Business, Life, Medicare. Established,...

$250,000

$250,000

Forensic Motor Vehicle Experts Supporting Insurance and Legal Matters

Suffolk County, NY

This business conducts expert forensic evaluations of motor vehicles to support legal disputes, insurance investigations, and criminal cases. Operating in a narrow and specialized segment of the...

$890,000

$890,000

Cash Flow: $275,000

West Michigan-Based Tax Preparation Business

$110,000 - Ottawa County, MI

$110,000

Ottawa County, MI

Consulting & Advisory Franchise – Business Brokerage – Connecticut

Connecticut

An established business broker territory is now available in Connecticut. Supported by a 30 year + national franchise with a proven track record, you’ll benefit from full training, marketing, and...

$54,000

$54,000

Far North Dallas, TX CPA Practice for Sale

Dallas, TX

This well-established CPA practice for sale is desirably located in far North Dallas, TX and has annual gross revenue of approximately $1,049,000. The firm has earned an excellent reputation for...

$1,050,000

$1,050,000

Cash Flow: $401,073

Established Business Broker Franchise – Southern California

San Diego County, CA

Serial Entrepreneur? This could be your ideal business. Backed by a 25 year + established national franchise, you’ll have access to training, systems, marketing, and support from day one. Operate...

$54,000

$54,000

Executive Consulting Franchise – Business Sales – Houston, TX

Houston, TX

Looking for your next big opportunity? Step into a business that’s backed by a national franchise with decades of experience, proven systems, and world-class training. This professional service model...

$54,000

$54,000

Executive-Level Franchise – Help Owners Exit Businesses – Northern VA

Virginia

Serial Entrepreneur? Selling businesses could be the perfect opportunity for you! This established territory is backed by a long-standing national franchise with a proven system, world-class training,...

$54,000

$54,000

Established Business Broker Franchise - Philadelphia, PA

Philadelphia, PA

Entrepreneurs wanted! This opportunity offers you the chance to run a professional business backed by a 27 year + national franchise with a strong reputation, proven systems, and comprehensive...

$54,000

$54,000

Central Ohio - NE of Columbus Practice for Sale

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

$675,000

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.