Douglas County, CO
This well-established, award-winning agency (15+ years in business) is strategically located in a charming, scenic community south of Denver metro and offers amazing views of the Rocky Mountains. The...

Douglas County, CO
This well-established, award-winning agency (15+ years in business) is strategically located in a charming, scenic community south of Denver metro and offers amazing views of the Rocky Mountains. The...
$8,256,000

Shepherdsville, KY
Turnkey, ELITE achievement level Allstate agency ready for a new owner The agency in on pace for ELITE in 2026 and consistently earns variable compensation $3.8mm earned premium/$4.1mm written &...
$675,000
Albuquerque, NM
We have 4 smaller established agencies for sale or take advantage of our 300% monthly bonus program and build your own brand. No start up or franchise fees. License fees to the state are less than...
$450,000
Irvine, CA
Agent has been with Farmers Insurance for over 38 years and is looking to retire. The agency is well established and has 1 dually licensed staff. The service commissions are approximately 100,000 with...
$130,000
Saint Ann, MO
8 ATM Locations in St. Louis, MO to Bloomington, IL - All high-end Hotels - making $12,500/yr NET (outside of Gas and time) for sale for $21,727 Buyer must join the ACFN ATM franchise program....
$21,727
Cash Flow: $12,500
Santa Rosa County, FL
Have you dreamed of living on the beautiful Emerald Coast? This great main street CPA business does mostly tax work for businesses and individuals. A qualified buyer can get an SBA loan with as little...
$450,000
Cash Flow: $228,985
Delaware County, PA
Seller ready to move on this well-established, $2.67M Pro-Level, 25-year Allstate Agency nestled in the suburban area of Philadelphia, PA. Excellent retention and highly trained staff make this agency...
$540,000
Aurora, CO
This established $6,700,000 premium agency is located in a very sought after area east of Denver. Founded over 30 years ago, the agency has grown an amazing book of business with high retention. The...
$1,450,000
Houston, TX
Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...
$500,000
Cash Flow: $30,000
Stuart, FL
This long established CPA practice located in Martin County Florida is making available a book of business due to his semi-retirement and his objective to fully retire within the near future. The CPA...
$70,000
Cash Flow: $60,340
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 FranchisesFlorida
High-Authority Digital Media Platform | 200K+ Users | Affluent Boomer Finance & Insurance Market An exclusive opportunity to acquire or invest in a high-authority digital media platform serving one of...
$1,500,000
Established CPA Firm presents an exceptional opportunity to acquire a profitable accounting practice with nearly three decades of operational success. Due to confidentiality, please reach out with...
$1,050,000
Cash Flow: $350,000
$55,000
Hudson County, NJ
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
Aspen, CO
Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is...
$225,000
Cash Flow: $225,000
Gavin Kadaba
Transworld Business Advisors
Serving Hartford County, CT
1. Uncertainty about the value of your business? 2. Not sure how to find the right buyer? - 3. Unsure how to prepare the business for sale? 4. Unsure how to deal with legal and financial issues during the business sale? 5. Having emotions around letting go? I am part of a huge network having over 40 years of experience in the industry with the largest M&A network of over 250 offices, and over 700 agents, represented in 18 countries and we are constantly growing. I help ensure a Smooth and safe business sale for Small Business Owners. In our database we have over 300,000 buyers who have inquired about buying a business. At the moment, we have more qualified buyers than we do sellers, which is why I am confident that we can find a qualified buyer for your business.
Snohomish County, WA
This long-standing insurance agency has been serving Snohomish County for over two decades, offering personal, commercial, and health insurance services. The business generates steady renewal income...
$349,000
Cash Flow: $135,964
Moorpark, CA
Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...
$100,000
North Carolina
This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...
$749,000
St. Louis, MO
The agency offers a strong $1.3M book with 60/40 Personal vs. Commercial lines, high-net-worth clients, and top carriers including Travelers, Safeco, Progressive, Nationwide, and Guard. With a 90%...
$355,000
EBITDA: $110,000
James City County, VA
This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...
$150,000
Cash Flow: $119,545
Available in Multiple Locations
ATAX is the fastest growing, full-service national tax preparation and business services franchise, serving our local multicultural communities.
$25,000
See More FranchisesJustin, TX
This independent P&C agency in the Dallas–Fort Worth market runs a lean, virtual model managing $5M in premium and $545K in revenue. With 90% Personal Lines, 87% retention, and strong carrier...
$1,390,000
Hilliard, OH
Profitable, Hands-Off Insurance Agency with Predictable Monthly Income Step into a turnkey business that delivers steady, recurring revenue while running with minimal oversight. This insurance agency...
$138,743
Cash Flow: $149,951
$200,000
Temecula, CA
Wayne County, MI
A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...
$899,999
Cash Flow: $450,000
Fort Valley, GA
National Mortgage Field Services (NMFS.com) has established itself as a leader in the mortgage field services industry with over 15 years of expertise. Our website is a reliable source of information...
$650,000
Philadelphia, PA
10 ATM Locations in the Philadelphia, PA area - all high-end Hotels - making $20,000/yr NET (outside of Gas and time) for sale for $36,622 Buyer must join the ACFN ATM franchise program. Franchise...
$36,622
Cash Flow: $20,000
Roselle, NJ
Great Check Cashing Business for Sale. Conveniently located in the town of Roselle, on the border with Elizabeth, NJ. This business provides the following services, such as: Money order, pay bills,...
$10,000
Harris County, TX
This established $4,950,000 premium agency is situated in the highly sought-after Houston suburb of Katy, TX. The agency owner has built a successful business and is seeking a suitable successor to...
$950,000
Houston, TX
SIGN THE NDA BY COPYING & PASTING LINK BELOW:...
Not Disclosed
Cash Flow: $9,400,000
Tampa, FL
Established Tampa Bay mortgage brokerage offering an exceptional turnkey opportunity for an experienced broker looking to acquire an operating business with immediate income potential. BUSINESS...
$99,000
Cash Flow: $65,000
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 FranchisesSanta Cruz County, CA
Turn-Key Farmers® Insurance Agency – Santa Cruz County Asking: $150,000 | Book Size: ~$1.8M GWP | Service Commissions: $110K+ / yr Overview Rare opportunity to acquire a turn-key, established Farmers...
$150,000
Cash Flow: $110,000
Lycoming County, PA
Owner Retiring from this well-established tax preparation business in Central Pennsylvania offers a rare opportunity for a motivated buyer seeking steady income and a loyal client base. With decades...
$149,000
Cash Flow: $82,900
$67,500
Nashville, TN
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...
Not Disclosed
Cash Flow: $650,000
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
Available in Multiple Locations
For more than 20 years, Cruise Planners has been a low-cost franchise opportunity that can yield high returns!
$9,995
See More FranchisesPlano, 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
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...
$1,300,000
Cash Flow: $135,189
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
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...
$200,000
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...
Not Disclosed
Cash Flow: $335,000
Inga Wszolek
Bond
Serving Kings County, NY
Purchase or Sell with Confidence.
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...
$75,000
Cash Flow: $39,000
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,...
$248,000
$1,008,000
Indianapolis, IN
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%+...
$79,900
Cash Flow: $45,922
Queens, NY
ATAX Franchise operates on a proven business model that has led to its success as one of the largest independent tax preparation businesses in the country. The model is based on a successful business...
$288,000
Cash Flow: $174,081
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
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
Cash Flow: $538,987
Jefferson County, LA
Exceptional opportunity in this $2.25M Allstate agency with 90%+ retention nestled in the SE suburbs of New Orleans, LA! Act now to seize the chance to acquire this well-established agency with a...
$389,000
New York
Unique acquisition opportunity in the fast-growing tax settlement and resolution services sector. The Company provides specialized solutions to individuals and businesses facing significant tax...
$9,500,000
Cash Flow: $2,813,000
State College, PA
The Opportunity is to run your own Consulting and Advising business that focuses on small and medium size businesses. We have found this to be an under-utilized segment in the market. It is very...
$25,000
Cash Flow: $87,000
Washington County, MD
This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...
$520,000
Cash Flow: $512,000
Denver, CO
My wife and I have a very profitable land business. The business model is simple and extremely profitable. Knowing how to build it is not simple. Looking to potentially sell the business to the right...
$1,200,000
Cash Flow: $600,000
Chester County, PA
Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...
$60,000
Cash Flow: $145,823
Douglasville, GA
Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...
$1,600,000
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.