Raleigh, NC
This established $4,300,000 premium agency is located in the highly sought after Raleigh, North Carolina. The agency owner has built an amazing business, will be making a shift for personal reasons to...
Financial Services Businesses For Sale
Industry Info
North Carolina is the Number 1 State to Own a Business!
$900,000
Thriving turn key Farmers Insurance Agency (Boise, Idaho)
Boise, ID
Rare opportunity to own an established Farmers Agency. This well-established agency offers an ideal pathway into the insurance industry. With a strong presence in Commercial, Life, Property, and...
$350,000
Well-Established & Profitable Insurance Agency for Sale – Turnkey
Arizona City, AZ
This is a rare opportunity to acquire a highly reputable, independently owned insurance agency that has been a trusted staple in the community for over 20 years. Known for its exceptional customer...
$250,000
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
Commission Express Franchises for sale in Central, West, & SWFL
Tampa, FL
Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...
2
$275,000
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
Cash Flow: $650,000
Jackson Hewitt Tax Preparation franchise for sale! Owner retiring!
Zephyrhills, FL
The JACKSON HEWITT TAX SERVICES Zephyrhills, FL Franchise, a steadfast local franchise providing Tax Preparation and Tax Return services for approximately Twenty years, has earned a reputation for...
5
$395,000
Cash Flow: $127,595
Established Premium Elite Agency in Highly Sought San Antonio, TX
San Antonio, TX
This established $3,900,000 premium Elite agency is situated in the highly sought-after San Antonio, TX. The agency owner has built a successful business and is seeking a suitable successor to assume...
$810,000
Established Farmer's Insurance Agency For Sale
Atlanta, GA
Seize the opportunity to acquire a growing Farmer’s Insurance Agency in Atlanta, GA, with a strong foundation and room for expansion. This agency has been in operation for one year and has already...
$165,000
Cash Flow: $60,000
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
See More FranchisesHelp business owners exit and help buyers become business owners!
Oakland County, MI
Your role is to help business owners sell their business (or acquire businesses in some cases). As a business broker, you will have a window into the wonderful world of small business ownership and...
$75,000
Cash Flow: $75,000
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
North Broward Well Established Accounting Firm For Sale.
$700,000
Broward County, FL
Virtual Tax Planning Firm Specializing in Realtors
Washington
Established in 2017, this fully virtual accounting firm focuses on tax planning services tailored for real estate professionals. We have a loyal client base of approximately 150 clients, mostly...
$750,000
High-Performing Attleboro Allstate Agency
Bristol County, MA
Rare opportunity to acquire one of Allstate’s top-performing ELITE agencies in the sought-after Attleboro, MA market. With $2.2 million in premium, a proven record of profitability, and a loyal...
$445,000
Michael Monnot
Infinity Business Brokers
Serving Manatee County, FL
Marketing, Advertising & Business Location Services: Buyer: We have built our own proprietary software and utilize the latest technology to be able to locate any potential seller. If you are looking to purchase a specific business, we are able to put together a direct marketing campaign within days to weeks depending on the scope of the project. Seller: We will use our proprietary software and systems to market certain businesses to specific strategic buyers that would be likely to acquire a similar business. We will use the normal business for sale sites, we will send it to our global network of buyers, attorneys, affiliates and more. E2 Visas We have invested greatly in our systems and infrastructure to be able to handle the additional time and needs of both the buyer and seller in the E2 Visa process. It is mutually beneficial for both parties to be aware of the process and have a competent set of professionals to guide both parties through the process as quickly and as painless as possible. We have surrounded ourselves with some of the best necessary providers in this process - professionals who handle these deals on a daily basis to ensure success. The buyer gets a great business and the seller usually gets an all cash offer. Licensing, Applications, Business Plans… We have on staff someone that will guide you through all licensing questions, requirements and issues so that you are not left on your own. We can also refer you to a 3rd party to complete all licensing for you. We will also assist in preparing business plans, SBA paperwork and more. Negotiations and Contracts All negotiations will be conducted professionally and confidentially whether we are working with just the buyer, seller or both. Often times structuring a contract properly is the key to success - whether it is a straight asset purchase, if we need to work an earn-out, if a note is held we will make sure sellers are protected - or any other situation. All contracts, addendums and negotiations are part of our service to make sure both parties are equally protected and we can appoint a qualified transaction attorney to close the deal for a nominal fee. Business Evaluations An essential part of the transaction is the business evaluation. Whether you are a seller not wanting to under price the business or a buyer not wanting to over pay, we will be able to provide you with the proper multiples or opinion of value. We do not rely on simple multiples as there are far too many factors. We will complete a full blown evaluation that will factor everything from inventory, seller's duties, hours, trends, SDE and so much more. Confidential Business Review (CBR): An essential part of buying or selling a business lies in the confidential business review. Unfortunately, most brokers either do not know how to or just do not prepare a CBR. This is extremely important for both the buyer and seller. Many times what we receive is a paragraph, or a P&L/tax returns, or a partial CBR or sometimes nothing at all! Not everyone can read tax returns and a buyer wants to know about the business they want to purchase. Our CBR will be anywhere from 10, 20, 30+ pages depending on the size of the business. It will include: recasted financials pointing out (line by line) the true income of the seller, pictures of the business, duties, a breakdown of staff, general marketing and advertising, a SWOT analysis (Strengths, Weaknesses, Opportunities & Threats), reviews, necessary information about the industry and so much more. These are questions that buyers ask, and information they want and need to purchase a business. We are not here to waste your time, having to ask/answer questions or hold unnecessary meetings. Cooperation with Other Brokers: For Buyers: You will not be limited to just our listings as we have access to usually around 4,000 active businesses at any time. You can see all of these businesses on our site. We are here to make sure that you find the right business for you, whether it is our listing or another broker's listing. One of the common misconceptions in the business brokerage business is that once you sign a confidentiality agreement with a broker, you must work with that broker. All situations are different, but if you do not feel that you are getting the service you deserve do not hesitate to make a change. For Sellers: We have a strong history of cooperating with other business brokers. If a business broker brings a qualified buyer we will do what is best for the seller and that is cooperate to get the business sold. We will not just give information to any agent, Realtor or broker so you can feel confident that the business will be protected. Confidentiality: Confidentiality is known to be important for sellers but it is also paramount for confidentiality to be kept for the buyers as well. Every buyer will go through a process which will consist of experience, financial viability, requirements and personal preference to make sure the proper businesses are chosen, financing is properly qualified and leases will not be an issue. We will not disclose every business just because someone asks. Summary: Our sole focus is on cash flowing businesses. We do not sell properties, we are not Realtors, we do not lease space…100% of our time is dedicated to you buying or selling a business. We achieve a high success rate by taking minimal listings and buyers and focusing on who we choose to work with rather than trying to sell anything we can. If you want to buy or sell a business, you want to call us!
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Scalable FL Public Adjusting Firm w/ Strong Cash Flow
Seminole County, FL
This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...
$884,000
Cash Flow: $351,456
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
Santa Rosa CA EA Tax Practice for Sale
Sonoma County, CA
• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...
$240,000
Cash Flow: $104,000
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
Josephine County, OR
Established Agency for Sale in beautiful Josephine County. There are business opportunities, and then there are Farmers business opportunities. If you’re an entrepreneurial minded individual looking...
$240,000
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
See More FranchisesNEW 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
Established Tax & Accounting Business | Loyal Clients, Owner Support
Scottsdale, AZ
This tax and accounting firm delivers strong profit margins, consistent revenue, and a loyal client base built entirely through referrals. With no current marketing, demand remains high — a clear...
$995,000
Cash Flow: $379,068
Multi-Revenue Stream Business Brokerage
$67,500
Lafayette County, LA
Prime Haverhill, MA Allstate Agency
Essex County, MA
Don’t miss this rare opportunity to own a quality $1.7M premium Allstate agency in the desirable Haverhill, MA market. This book is built on loyal, long-term clients and delivers consistent...
$280,000
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
Allstate Agency: Prime Opportunity just outside of Nashville
Sumner County, TN
This established, $2.2M, Allstate Insurance Agency is located just North of Nashville, with approval for TN and KY! It has a solid reputation and a loyal client base. The agency benefits from...
$425,000
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
Allstate Agency in Grand Rapids, MI
Grand Rapids, MI
Ideal Allstate Agency to get started in the insurance industry or to merge with an existing agency. This $1.5M premium, eight-year old agency is currently in Elite status and earned bonus level in...
$315,000
Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down!
Monmouth County, NJ
Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas...
$2,500,000
Cash Flow: $697,703
Established Insurance Agency for Sale- Farmers Insurance
Murrieta, CA
Take advantage of a unique opportunity to acquire an established insurance agency with a strong foundation and a loyal client base. This agency offers consistent revenue through steady renewals and...
$250,000
FranchiseWeathersby Guild
Available in Multiple Locations
Are you handy? Enjoy woodworking? Like low investment franchises? M-F 8a-4p hours? Amazon-proof? Customers included! Existing locations available.
$50,000
See More FranchisesEstablished 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
Established Agency in La Mirada
La Mirada, CA
Established Farmers Insurance Agency For Sale in La Mirada! This is a great opportunity to purchase an established book of business with uncapped earnings potential. Insurance background required to...
$212,000
A high traffic main street, high Income business and residential homes
$480,000
Richland, WA
Insurance Agency for Sale - Over $2M in Annual Premium!
Tucson, AZ
Here’s your opportunity to own a well-established Farmers Insurance agency based in sunny Tucson, Arizona. Serving clients throughout Southern Arizona, this agency has built a solid reputation for...
4
$300,000
Cash Flow: $160,000
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
FranchiseSchooley Mitchell Cost Reduction
Available Nationwide
Finding solutions that save businesses time and money. Promote a risk-free cost saving and expense reduction analysis.
$100,000
See More FranchisesEstablished Profitable Accounting and Tax Preparation Business
Colorado
This accounting and tax perparation business serves over 400 clients across the United States and enjoys excellent return business. The ideal buyer would be an enrolled agent with the IRS (an EA) with...
$465,000
Cash Flow: $156,000
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,...
$150,000
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
National CPA & Advisory Firm Virtual Operations 80% Recurring Revenue
Florida
This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...
$7,000,000
Financial Planning & Marketing App for Financial Advisory Firms
Marin County, CA
This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a...
$500,000
Jens Sigvardt
Omnium Mergers and Aquisitions
Serving Canada
We were born out of a need for a different type of business broker. Our team of highly experienced Mergers and Acquisition professionals come from a variety of backgrounds and industries providing a wide spectrum of expertise to our clients. We work with our clients throughout the entire process from initial assessment to final completion and beyond. Referrals and repeat customers make up a vast part of our business. We competently and confidentially work with buyers and sellers of companies with revenues in the range of $1 million to $50 million. We know how to buy and sell businesses. The process of buying or selling a business is complex and can be marred by obstacles and challenges that our team has the expertise and skill to help you navigate. Your success is our success. Our decades of experience and extensive network make Omnium Mergers and Acquisitions Inc. the obvious choice once it is time to buy or sell a business. In addition, we have developed a proprietary buyer management system to help identify and qualify potential buyers. We are constantly developing our network while ensuring that only serious and qualified buyers are introduced to a sales opportunity. The process of buying or selling a business does not require expertise in just one area of business such as accounting or sales. Your advisor needs to be balanced in ALL areas of business from finance, accounting, HR, sales, marketing, logistics and operations. Our team has decades of combined experience in either representing sellers or buyers or working as senior management in a multitude of industries and sectors.
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Fee Accounting practice
Westminster, CO
Established Home-Based Accounting Practice - Westminster, CO This well-established accounting practice, operating continuously since 1996, presents an exceptional opportunity for an entrepreneur...
$150,000
Cash Flow: $100,000
Profitable Hallandale Estrella Insurance Franchise For Sale
Hallandale Beach, FL
Turnkey Estrella Insurance franchise with a strong, active book of business and outstanding brand recognition. Located in a high-traffic, high-visibility area of Hallandale Beach, the office benefits...
4
$459,000
Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue
$12,000,000
Clayton, NC
Farmers Insurance
Topeka, KS
Established Farmers Insurance. Policies are mainly car and home. Many opportunities to grow. Recent new product that could be offered....
2
$49,000
Cash Flow: $70,000
Established Allstate Agency – Grossing $900K / Netting $480K
Nassau County, NY
Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...
$2,500,000
Cash Flow: $480,000
Turn-Key Insurance Agency in New Caney, Tx
New Caney, TX
Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...
$250,000
CPA Firm For Sale - Retiring Owner - Minimal Owner Involvement
Austin, TX
Are you tired of working for someone else? Or ready to start your own firm? This CPA firm was established in Austin, TX in 2010, is a well-regarded accounting practice specializing in tax preparation...
$1,199,000
Cash Flow: $406,572
SCA Appraisal Franchise San Diego
San Diego, CA
You are your own boss. You create your own hours. You can create your own book of business outside of SCA. You are guaranteed a foundation of work from which you can build on. All you need is a cell...
$65,000
Established Health Insurance Block of Business
Boca Raton, FL
Most agency listings offer an over-priced book of business. This is priced correctly to ensure you get your ROI & have the correct foundation to grow. We are offering a fully built and operational...
$350,000
Established Farmers Insurance Agency-Houston
Houston, TX
Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a Farmers Insurance Agency...
2
$285,000
Ft Myers Accounting Firm for Sale
Fort Myers, FL
ESTABLISHED ACCOUNTING & TAX PRACTICE - FORT MYERS, FL This profitable accounting and tax practice presents an excellent acquisition opportunity for practitioners looking to expand their client base...
$275,000
Cash Flow: $100,000
Profitable CPA Firm – 37 Years – Must Speak Vietnamese
Orange County, FL
Profitable CPA Firm – 37 Years – Must Speak Vietnamese Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community....
$189,875
Cash Flow: $115,275
Established Agency for Sale - Turn Key
Sandpoint, ID
Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...
2
$152,000
Philadelphia, PA - ATM route for sale
Philadelphia, PA
12 ATM Locations in 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 the ACFN ATM franchise program. Franchise program...
$45,000
Cash Flow: $23,000
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.
