All Locations

Financial Services Established Businesses For Sale

Showing 1,108 results sorted by
Industry Info
listing-image
Elite, Top Producing Agency is Now Available - Experienced Staff of 18

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

$8,256,000

listing-image
High performing, ELITE achievement level Allstate agency!

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

$675,000

listing-image
Buy One, a Few or do a Startup

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

$450,000

listing-image
Established Farmers Agency For Sale In Irvine

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

$130,000

St. Louis, MO to Bloomington, IL - Established ATM route for sale

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....

5

$21,727

$21,727

Cash Flow: $12,500

Own Your Own Sole Practitioner CPA firm on the Emerald Coast

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

$450,000

Cash Flow: $228,985

Motivated Seller!!! Allstate Agency in SE Pennsylvania

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

$540,000

Established Premium Agency in a Highly Sought Denver Suburb

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

$1,450,000

Used Car Dealership and U-Haul franchise for sale.

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...

5

$500,000

$500,000

Cash Flow: $30,000

Long established CPA Practice in Martin County

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

$70,000

Cash Flow: $60,340

Affluent Boomer Finance-Insurance Dominant Digital Media Platform

Florida

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

$1,500,000

CPA Firm

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

$1,050,000

Cash Flow: $350,000

Lucrative Consulting Practice

$55,000 - Hudson County, NJ

$55,000

Hudson County, NJ

Thomas McKeen

United Franchise Group

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

$350,000

Tax Practice Book of Business

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

$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.

Contact Me >

Contact me
Popular Insurance Agency Franchise with Recurring Revenue

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

$349,000

Cash Flow: $135,964

Farmers Agency for sell in Moorpark

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...

6

$100,000

$100,000

Allstate Agency in Southwest Central Area

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

$749,000

$ 1.3 Mn Book of business for sale in St. Louis, MO

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

$355,000

EBITDA: $110,000

Thriving Accounting and Tax Practice

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

$150,000

Cash Flow: $119,545

$545,000 Revenue; Independent Insurance agency for sale in DFW Texas

Justin, 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

$1,390,000

Profitable, Hands-Off Insurance Agency with Predictable Monthly Income

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

$138,743

Cash Flow: $149,951

Established Insurance Agency- Farmers Insurance

$200,000 - Temecula, CA

$200,000

Temecula, CA

Check Cashing Business Established in 2000

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

$899,999

Cash Flow: $450,000

Mortgage Field Services Industry

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

$650,000

Philadelphia, PA - ATM route for sale

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

$36,622

Cash Flow: $20,000

Profitable Check Cashing Business for Sale

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

$10,000

Established Agency is Now Available In Highly Sought-After Katy, TX!

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

$950,000

RARE! America's Largest Fix & Flip Operator & Lender -$9.4M EBITDA!!

Houston, TX

SIGN THE NDA BY COPYING & PASTING LINK BELOW:...

3

Not Disclosed

Not Disclosed

Cash Flow: $9,400,000

Tampa Bay mortgage brokerage needs broker!!

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

$99,000

Cash Flow: $65,000

Turn-Key Farmers® Insurance Agency – Santa Cruz County

Santa 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

$150,000

Cash Flow: $110,000

Tax Prep Business in Central PA – Loyal Clients, Big Potential

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

$149,000

Cash Flow: $82,900

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Meade Wallman

United Franchise Group

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...

Not Disclosed

Not Disclosed

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...

$1,300,000

$1,300,000

Cash Flow: $135,189

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

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...

$200,000

$200,000

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...

Not Disclosed

Not Disclosed

Cash Flow: $335,000

Inga Wszolek

Bond

Serving Kings County, NY

Purchase or Sell with Confidence.

Contact Me >

Contact me
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,...

$248,000

$248,000

150 ATMs. $360K Revenue. $288K Cash Flow.

$1,008,000 - Indianapolis, IN

$1,008,000

Indianapolis, IN

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

$79,900

$79,900

Cash Flow: $45,922

Profitable Income Tax Prep Franchise

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...

6

$288,000

$288,000

Cash Flow: $174,081

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

Under Contract-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

Allstate Agency in New Orleans Suburb

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

$389,000

High Growth Tax Resolution Company

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

$9,500,000

Cash Flow: $2,813,000

Small Business Consulting Firm & Partnership

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

$25,000

Cash Flow: $87,000

Maryland CPA Firm Acquisition Opportunity

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

$520,000

Cash Flow: $512,000

Well Built Land Wholesaling Business

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...

6

$1,200,000

$1,200,000

Cash Flow: $600,000

Unlock Financial Freedom: Profitable Opportunity - Money Coach Group

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

$60,000

Cash Flow: $145,823

Allstate Agency in Douglasville, GA

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

$1,600,000

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.