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...

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

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
Cash Flow: $250,000
Hollywood, FL
The owner is willing to stay on for 2 years. The loss ratio for the agency are under 50%....
$650,000

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
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
Cash Flow: $448,000
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
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
Cash Flow: $1,000,000
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
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
Cash Flow: $366,959
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
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 FranchisesSummerville, 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
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
Cash Flow: $696,155
$55,000
DuPage County, IL
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
Cash Flow: $55,098
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
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.
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...
$285,000
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
Cash Flow: $328,940
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...
$395,000
Cash Flow: $127,595
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...
$1,250,000
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
Cash Flow: $172,743
Available in Multiple Locations
You Could Possibly “Make Millions” by Becoming a Managing Partner. Receive royalties, franchise fees and equity in National Franchises.
$150,000
See More FranchisesWashington
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
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
Cash Flow: $826,000
$67,500
Lafayette County, LA
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
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
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...
$240,000
Cash Flow: $132,000
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
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...
$216,000
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
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
Cash Flow: $391,000
Available in Multiple Locations
We are a nationally recognized Bookkeeping firm with a single focus. We provide affordable outsourced bookkeeping services to small and medium-sized businesses.
$50,000
See More FranchisesPalm 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
Cash Flow: $245,740
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
Cash Flow: $655,806
$84,999
Rankin County, MS
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
Cash Flow: $246,339
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
Available Nationwide
Leading Residential Property Management Franchise Seeking Like Minded Candidates. We provide an opportunity in Property Mgmt for those seeking a residual income and the lifestyle that accompanies it.
$75,000
See More FranchisesGrafton 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...
$600,000
Cash Flow: $195,000
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
Cash Flow: $349,000
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
Cash Flow: $117,854
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
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
Cash Flow: $427,000
James Kallman
Kallman Capital
Serving Collin County, TX
James Kallman is a broker that represents the employment screening industry through his own personal brand. James has ownership interests in Online Edge & Valiant Background Checks.
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
Cash Flow: $487,000
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
$12,000,000
Clayton, NC
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
Cash Flow: $3,700,000
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
Cash Flow: $412,000
Available in Multiple Locations
Want to be the best of the best? Joining Loyalty Business Brokers gives you the advantage over all the rest. Our Business Is Selling Your Business!
$50,000
See More FranchisesSan 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...
$369,000
Cash Flow: $234,000
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
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...
$250,000
Cash Flow: $132,913
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...
$375,000
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
Cash Flow: $207,232
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
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 •...
$910,000
Cash Flow: $300,000
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
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
Cash Flow: $60,000
Available in Multiple Locations
Explore this recession-proof franchise with the unique benefit of a residual income stream.
$200,000
See More FranchisesBusinesses 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.