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Financial Services Established Businesses For Sale

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Acquire OTC trading – 90-Day Exchange Guarantee

West Palm Beach, FL

Every OTC company we sell comes with our exclusive 90-day “lemon protection” exchange policy. If any issues arise that cannot be resolved quickly, we’ll replace your company with another of equal...

$49,950

$49,950

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Annapolis Area Tax & Accounting Practice - Motivated Seller

Anne Arundel County, MD

This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal...

$650,000

$650,000

Cash Flow: $250,000

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$3 Mn Insurance Agency in Hollywood, Florida for Sale

Hollywood, FL

The owner is willing to stay on for 2 years. The loss ratio for the agency are under 50%....

$650,000

$650,000

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Established 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

$465,000

Cash Flow: $156,000

Highly Profitable Cloud-Based Tax Firm (North of Boston)

Essex County, MA

The firm occupies a strategic position in a highly profitable niche, providing services to clients across the country. The firm has developed a robust referral network that consistently generates more...

$1,000,000

$1,000,000

Cash Flow: $448,000

Kcmo 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

$228,000

High-Margin Finance Business for Sale — Proven Systems, Big Upside

San Jose, CA

Established tech-enabled finance platform generating $1M in seller's discretionary earnings with proven systems and exceptional growth potential. This Silicon Valley-based business operates in the...

$6,500,000

$6,500,000

Cash Flow: $1,000,000

Top Elite Allstate Agency For Sale

Dallas County, TX

Top Elite Allstate Agency For Sale - Exceptional Growth Opportunity This established $11,000,000 premium Allstate insurance agency represents a premier opportunity to acquire a top-producing franchise...

$3,650,000

$3,650,000

Scalable Personal Insurance Agency with Advanced Technology

Nashville, TN

This personal lines insurance brokerage offers a compelling opportunity for those seeking a scalable and efficient business in the financial services sector. The company operates under a client-first...

$189,000

$189,000

Cash Flow: $366,959

Proven Personal Lines Insurance Agency for Sale

Berlin, MD

Proven Insurance Agency for Sale - Berlin, MD Established in 1945, this well-established insurance agency offers a turnkey opportunity in Worcester County's stable insurance market. Specializing in...

$100,000

$100,000

Southeast Best in Class Accounting Firm For Sale

Summerville, SC

This is a rare opportunity to purchase a best-in-class accounting firm in the Southeast. It is strategically positioned for rapid growth, the firm consistently outperforms industry benchmarks across...

$2,500,000

$2,500,000

Highly Profitable Oregon Tax Practice

Lane County, OR

With a trusted reputation spanning more than 57 years, this Oregon-based Practice delivers comprehensive tax services to both businesses and individuals. As of September 2025, the Practice proudly...

$2,000,000

$2,000,000

Cash Flow: $696,155

Lucrative Consulting Practice

$55,000 - DuPage County, IL

$55,000

DuPage County, IL

Thomas McKeen

United Franchise Group

Highly Effective Local Credit Repair Business

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$149,000

$149,000

Cash Flow: $55,098

Under Contract: Darien Connecticut Allstate for Sale!

Darien, CT

This established Award Winning Six (6) million dollar Earned Premium Pro Allstate Agency is located in Darien Connecticut. The Agency has excellent Net Retention coming in at over 87%, with Tenured...

$1,200,000

$1,200,000

EBITDA: $243,000

John Prieto

ACRES LLC

Serving Merrimack County, NH

Looking to buy or sell a business? ACRES offers expert business brokerage services to help you navigate the complex process with confidence. Whether you're a buyer seeking the perfect opportunity or a seller ready to maximize your investment, our experienced brokers are here to guide you every step of the way. From valuation assessments to negotiation support, we tailor our services to match your unique goals, ensuring a smooth and successful transaction. Trust ACRES to be your partner in achieving your business buying or selling objectives.

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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

$285,000

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

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

$395,000

Cash Flow: $127,595

Queens Office building for Sale or Lease

Queens, NY

Dental Practice for Rent/ Lease, Dental Business for Rent includes Well established practice and 2 Operatory Rooms, Panorex XRay machine plus other equipments,Option to buy the building with 3 Rental...

6

$1,250,000

$1,250,000

Established and Profitable Check Cashing Business

Davie, FL

Located in a high-traffic corridor in Central Broward, this established check cashing and financial services business offers a profitable, recession-resistant opportunity for a hands-on owner. In...

$450,000

$450,000

Cash Flow: $172,743

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

$750,000

Well-Established Tax Practice

Fort Lauderdale, FL

Well-established CPA firm for sale in North Broward. This CPA has served individuals and businesses for over 32 years, offering tax preparation, accounting, bookkeeping, and consulting services. The...

$800,000

$800,000

Cash Flow: $826,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Meade Wallman

United Franchise Group

Elite, Established Allstate Agency – $6.8M Premium in New Mexico

Rio Rancho, NM

Step into a legacy of excellence with this Elite-level Allstate agency boasting $6.8 million in earned premium. Situated in Rio Rancho, one of New Mexico's fastest-growing cities, this agency has been...

$1,350,000

$1,350,000

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...

$485,000

$485,000

Turn Key Cashflow Farmers Ins Agency - Texas Open to negotiation

Breckenridge, TX

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...

4

$240,000

$240,000

Cash Flow: $132,000

Thriving Manchester Allstate Agency Has It All!

Manchester, NH

Looking for a high-quality, established Allstate agency with loyal clients and strong fundamentals? You’ve found it. This long-standing agency in Manchester, New Hampshire manages a clean, profitable...

$800,000

$800,000

Farmers Insurance Agency – High-Retention Book in San Diego

San Diego, CA

Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...

2

$216,000

$216,000

Prime opportunity to own a productive Allstate agency!

South Carolina

Check out this thriving Allstate agency in upstate SC boasting: PRO achievement level performance; on pace for PRO in 2026 P&C appointments in SC, NC and GA $7.0mm earned premium 87% net retention...

$1,490,000

$1,490,000

Established Tax & Accounting Firm - Strong Cash Flow/Growth Potential

Georgia

This thriving tax and accounting practice represents an exceptional acquisition opportunity in a unique rural Georgia setting. Led by a CPA with over 30 years of experience, this fully staffed firm...

$1,225,000

$1,225,000

Cash Flow: $391,000

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

$300,000

Cash Flow: $245,740

Phoenix Accounting Firm - Great Margins and Balanced Mix

Phoenix, AZ

The firm has a small footprint that is perfectly situated centrally within the Phoenix, Arizona metropolitan area. This is practice is located just outside of the Paradise Valley and Scottsdale areas...

$2,250,000

$2,250,000

Cash Flow: $655,806

Turnkey Business Brokerage Opportunity

$84,999 - Rankin County, MS

$84,999

Rankin County, MS

Meade Wallman

United Franchise Group

OC CA Commercial P&C Insurance Agency For Sale

Fountain Valley, CA

This is an excellent opportunity to acquire a 95% commercial small business P&C insurance book, ideal for expanding your existing agency. The client base comprises Mandarin and English-speaking small...

$850,000

$850,000

Cash Flow: $246,339

Commercial Mortgage Origination Business -Fully Remote

Unlimited potential in the $5 Trillion Commercial Real Estate industry. Put your financial acumen and professional sales ability to use arranging commercial mortgages for business and investment...

$45,000

$45,000

Established major brand insurance agency: 17 years strong & profitable

Grafton County, NH

Established Insurance Agency - Grafton County, New Hampshire This well-established franchise insurance agency presents an exceptional opportunity for a qualified buyer seeking a profitable business...

4

$600,000

$600,000

Cash Flow: $195,000

Custom Software Firm And Mga Platform | $349k Ebitda | 27% Margins!

Delaware

**ALL OFFERS DUE BY October 16, 2025** SIGN THE NDA BY COPYING & PASTING THE LINK BELOW: https://generational.tfaforms.net/4660083?DealID=a1LNw000000uFKX Exclusive Opportunity – Profitable, Software...

Not Disclosed

Not Disclosed

Cash Flow: $349,000

Virtual Virginia-Based CPA Practice – High-Margin & Fully Remote

Virginia

BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm with demonstrated growth and strong operational...

$199,000

$199,000

Cash Flow: $117,854

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

$884,000

Cash Flow: $351,456

Award Winning Farmers Insurance Agency with Immediate Cash-Flow/ROI

Montgomery, TX

Award-Winning Farmers Insurance Agency - Montgomery, Texas This Impressive Farmers Insurance Agency provides a rare exceptional opportunity for immediate cash flow and return on investment. Located in...

$650,000

$650,000

Cash Flow: $427,000

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Turnkey $7.8M Premium Farmers Agency avail in Williamson County

Cedar Park, TX

Established Farmers Insurance Agency - Turnkey Operation with $7.8M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a...

$1,915,000

$1,915,000

Cash Flow: $487,000

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

$280,000

Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue

$12,000,000 - Clayton, NC

$12,000,000

Clayton, NC

Marty M. Fahncke

Westbound Road, LLC

Used Car Dealership and Lending Company

Broken Arrow, OK

Owner is ready to step aside to hand off this incredible opportunity. This unique business is ready to be turned into a franchise operation with recipes for success already proven. Currently has over...

Not Disclosed

Not Disclosed

Cash Flow: $3,700,000

MetroWest Accounting Practice - High SDE

Middlesex County, MA

This well-established CPA firm is located in the Metrowest area and generated over $680,000 in billings in 2024. The team includes the owner(CPA), an enrolled agent, and administrative staff. Because...

$780,000

$780,000

Cash Flow: $412,000

Turn-Key Opportunity Seeking Immediate Cash Flow

San Pablo, CA

This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...

3

$369,000

$369,000

Cash Flow: $234,000

Multi-Revenue Stream Business Brokerage – Proven Model

Oneida County, NY

Step into a turnkey business brokerage backed by a nationally recognized franchise brand. This exclusive territory in Oneida County offers a proven model, robust support, and access to a steady...

$75,500

$75,500

Don’t Miss This Turnkey Staffing Opportunity – Now $250K

St Lucie County, FL

Turnkey staffing business with $132K in cash flow, national brand backing, and an experienced recruiter already in place. Now priced at $250K, this established franchise offers a strong foundation and...

5

$250,000

$250,000

Cash Flow: $132,913

Profitable Established Turnkey Farmers Insurance Agency for Sale

Orange, CA

Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...

6

$375,000

$375,000

NW Metro Tax & Accounting Firm – 500K+ Revenue

Minnesota

Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general...

$550,000

$550,000

Cash Flow: $207,232

Rare, turnkey Allstate agency ready for a new owner!

Frederick, MD

This turnkey agency in on pace for the ELITE achievement level in 2026! $6.6mm earned premium (and growing) 88% net retention; 5+ years: 87% Low loss ratios across all major product lines P&C...

$1,100,000

$1,100,000

Reno NV CPA Practice for Sale

Washoe County, NV

• The owner is a CPA • This practice was established in 2019 • Great opportunity for a firm to establish a Reno presence • Skilled team in place to assist with transition and daily operations •...

2

$910,000

$910,000

Cash Flow: $300,000

Amazing Investment Opportunity !

Gorham, ME

For Sale is a Boutique CPA Firm in Gorham, Maine Maine CPA is selling a practice comprised of tax preparation for individuals (64%), tax preparation for business entities (28%) and accounting and tax...

$90,000

$90,000

Established Business Ready to Grow!

Cook County, IL

Are you looking to grow a residual revenue stream? Look no further than this stablished Farmers Insurance Agency with $70,000 in annual revenue. With a loyal customer base and the opportunity to...

$70,000

$70,000

Cash Flow: $60,000

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.