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Financial Services Established Businesses For Sale

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Industry Info
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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

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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

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

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

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

$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

$1,596,600

Cash Flow: $456,192

Scalable Early Out & Patient Billing Company for Sale

Utah

(Not a medical billing) This established Utah-based company offers a unique opportunity to acquire a business specializing in early out-patient management billing and proactive revenue optimization,...

$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

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

Dave Godwin, CBI, IBBA, M&A Source

CBI Team

Serving Benton County, AR

CBI has been the trusted partner to Main Street and Lower Middle Market Business Owners since 1994. With nearly 800 successful, confidential, business sales, CBI is the advisor you can trust to earn more cash at closing. Regardless of the business value, the CBI TEAM respects all business owners and provides professional, confidential business sale consultation.

Contact Me >

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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

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

$200,000

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 – $4.5M Premium, Growth Potential

San Antonio, TX

Profitable Farmers Insurance Book – $450K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $4.5M premium Farmers Insurance book of business generating $450,000 in revenue over the last...

$825,000

Cash Flow: $450,000

3

$825,000

Cash Flow: $450,000

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

$41,000

Cash Flow: $2,000

$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

Take Advantage of A Great Turnkey Opportunity!

Fountain Valley, CA

Take advantage of a great opportunity! This established agency has over 3000 policies in force and is a Turnkey Operation. The office is located in a prime retail location in Fountain Valley. The...

Cash Flow: $650,000

Thriving Mission Valley Accounting Firm

REAL ESTATE INCLUDED

Lake County, MT

Step into a flourishing and growing accounting practice located 25 miles from Flathead Lake. This firm has been in business for 24 years and is in high-demand with growth in the area and need for...

$480,000

$480,000

REAL ESTATE INCLUDED

For immediate sale by Owner

Plano, TX

This Agency was established in 2015 and the Agency Owner is wanting to work in the Agency but not run the Agency due to his age. His Client retention is over 87%! His Clients love him and will work...

$60,000

$60,000

Profitable Auto Insurance Franchise

Fort Lauderdale, FL

Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy east-west...

$1,500,000

$1,500,000

Cash Flow: $135,189

Established and Relocatable Health Insurance Book of Business

Fort Lauderdale, FL

Established and relocatable health insurance book of business available for acquisition. Built on a digital-first platform with a streamlined CRM, this agency offers a turnkey operation with strong...

$500,000

$500,000

Cash Flow: $257,442

Rapidly Growing $11 Million Premium Insurance Agency in Arvada

Arvada, CO

Opportunity to acquire a rare $11 million premium insurance agency in Arvada, Colorado, a highly desirable and growing market. This well established agency presents a turn-key opportunity for a...

$2,375,000

$2,375,000

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Farmers Insurance Agency For Sale

Van Alstyne, TX

Farmers Insurance has expanded it's entry points to include scratch Agencies with our new Retail & Flex programs. We have also added a new Protégé Program for individuals who are interested in...

$175,000

$175,000

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

$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

$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

$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

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

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.