Sussex County, DE
This business only requires a part-time commitment (5 to 10 hours per week). Owner is confident that he can teach you over the first six to twelve months; the skills needed to be successful with the...
Financial Services Established Businesses For Sale
Industry Info
Online Education for Stock Options Trading
$325,000
Cash Flow: $140,000
Large Independent Insurance Chain w/Franchise Model
Atlanta, GA
Explore the opportunity to acquire one of the Southeast’s premier Independent Insurance Agency Chains. This thriving business operates on a robust franchise model, offering both retail and shared...
Cash Flow: $7,094,594
Proven Staffing Biz | $132K Cash Flow + Expansion Potential
St Lucie County, FL
Profitable staffing franchise with $132K in cash flow, national brand power, and an experienced recruiter already in place. With a focus on sales and business development, a driven owner can scale...
6
$395,000
Cash Flow: $132,913
Successful Tax Prep Business: Turnkey & Still Growing!
Fort Collins, CO
Liberty Tax of Fort Collins, CO, is a well-loved, recession-resistant business that's been serving the community for 20 years. With low overhead, steady revenue growth, and flexible ownership options,...
4
$195,000
Cash Flow: $88,131
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
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
Cash Flow: $60,000
Allstate Agency in Falls Church, VA
Falls Church, VA
This Allstate Agency comes with a stable and loyal customer base in a great area just outside of Arlington, VA! Growth potential and a high retention rate at 85% are driving this agency towards...
$450,000
Cash Flow: $120,000
Profitable Springfield Allstate Agency
Sangamon County, IL
A rare opportunity to acquire a profitable, well-established Allstate agency in Springfield, Illinois. With $3.9 million in earned premium, solid retention, and a low loss ratio, this agency is a...
$735,000
Established $5.7M Allstate Agency in Booming Mooresville, NC
Iredell County, NC
A rare opportunity to acquire a $5.7 million premium Allstate agency in Mooresville, NC—a rapidly growing, family-friendly suburb just north of Charlotte. Priced at $1,125,000, this agency offers an...
$1,125,000
Established Independent Adjuster Business For Sale
Connecticut
This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be...
$225,472
Cash Flow: $90,189
Farmers Insurance Agency for Sale
Thousand Oaks, CA
Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...
$400,000
Cash Flow: $200,000
ATM ROUTE - Profitable Passive Income Turnkey Business Opportunity
Riverside County, CA
Own a profitable 18 locations ATM route business in the high-traffic, tourist-heavy Coachella Valley, home to world-renowned events like the Coachella and Stagecoach Music Festivals! This is a rare...
3
$50,000
Cash Flow: $25,000
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
Established Insurance Business For Sale
$695,000
Raleigh, NC
Multi-State B2B Vehicle Service Contracts & GAP
Pennsylvania
The Company has been in business for almost 30 years. They provide vehicle service contracts and GAP insurance to new and used automobile and powersports dealerships in the U.S. The Company also...
$1,800,000
Cash Flow: $423,311
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
Glen Cooper
Colorado Business Brokers
Serving Denver County, CO
Colorado Business Brokers is a partnership of brokers that work as a collaborative team for each of our seller or coaching clients. We put our systems, teamwork and track record to work for each and every client. Systems: Business coaching and selling the way it should be done! • Valuation Systems - Helping clients establish and defend business values – both enterprise market values and a business owner’s core values – are our specialties. • Confidentiality Systems - Preserving confidentiality is an everyday procedure for us. We know how to camouflage the identity of businesses and business owners and guard proprietary information. • Marketing & Resourcing Systems - A coordinated and on-going campaign to sell businesses, coupled with a wide variety of coaching assignments, benefits all of our clients. • Screening & Qualifying Systems - Screening and qualifying buyer prospects is what we do for our business seller clients. Screening and qualifying new ideas and trends is what we do for coaching clients. • Negotiation & Closing Systems - Focused agenda-setting grows and sells businesses. It also addresses frustrations by clarifying alternative choices. We are clear about our role as a broker and/or coach. Teamwork: Business coaching and selling the way you want it done! • Cooperation & Collaboration - We provide two agents for each of our seller clients, almost unheard of in our profession. Most brokerage firms just allocate one broker to serve each listing client. We also encourage teamwork with other business intermediaries and professionals. • Knowledge - We are well connected to world-wide experts and resources. Check us out on LinkedIn. I'm at www.LinkedIn.com/in/glencooper. • Experience - Our many co-experts and go-to resources are grounded in the real world of business ownership. • Accessibility- You can’t miss us if you’re searching for a Colorado business connection! You can find us - and so can prospective business buyers! Track Record: Business coaching and selling the way it is done! • Over 42 Years of Selling & Coaching - We can give you plenty of references. You can also check us out online. • Best Marketing Materials for Clients - Our "Offering Summaries" are acclaimed as "the best!" No kidding.
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Established insurance agency with recurring revenue & bonuses!
Woodbury, MN
Enjoy training, support with the name people know - Farmers Insurance and Team North Star We have an excellent opportunity to buy a Farmers Insurance Agency, acquire a client book of business for in...
$560,000
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
Cash Flow: $12,500
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
Cloud Based Technology-Driven Accounting & CFO Services Firm (PENDING)
*******Received 200+ inquiries - Currently under LOI. If you are a buyer or investor that is actively looking to acquire a practice, we’d be happy to assist. Please feel free to send us your...
$3,829,342
CPA Firm For Sale in Southeast Michigan (Troy, Birmingham/Bloomfield)
Oakland County, MI
An exceptional opportunity to acquire a well-established CPA firm with a strong foundation and loyal client base. Staffed by two highly skilled professionals, this firm delivers a comprehensive suite...
$422,100
Farmers Insurance Agency: Prime Opportunity - Chicago Suburbs
This established Farmers Insurance Agency represents a prime acquisition opportunity in the growing Chicago suburb's, Illinois market. Operating continuously with a proven track record, the agency has...
4
$339,000
ATM Business for Sale
Philadelphia, PA
This home-based ATM business operates 13 machines in high-traffic locations throughout Philadelphia, including grocery stores, breakfast shops, and a beauty supply store. The business generates...
$150,000
Cash Flow: $52,000
Top 1% Allstate Agency for SALE
Dallas, TX
Elite Allstate Agency with fully built-out systems across growth, operations, lead generation, recruiting, payroll, and HR. Turnkey operation with consistent organic growth and minimal owner oversight...
2
$5,200,000
Cash Flow: $1,620,000
297-ATM Empire Generates $570K+ Annually
$1,596,600
Austin, TX
Virtual Accounting and Bookkeeping Firm For Sale
This is a well-established virtual accounting and bookkeeping firm offering a strong opportunity for acquisition. The business provides a wide range of accounting and financial services, including...
$1,753,030
** Semi-Absentee Tax Franchise For Sale**
Rock Island County, IL
NO TAX EXPERIENCE REQUIRED – Turnkey Multi-State Tax Prep Business with Strong Staff in Place Established in 2012, this North Carolina-based tax preparation corporation has built a solid foundation...
$1,540,326
Cash Flow: $431,464
Allstate $13.5 Elite Agency – Established and Profitable
Shasta County, CA
This offering includes two well-established (40+ years in business) award-winning agencies, bundled together. Strategically located in two separate charming and scenic communities in Northern...
$2,900,000
Independent Nationwide Book of Biz 400+ Personal Lines PIF’s
Mission Viejo, CA
This well-established insurance agency, operating since 1956, is offering its Nationwide Insurance book of business and Nationwide / CEA Companion Earthquake policies for sale. Nationwide is a highly...
$350,000
Cash Flow: $103,000
Comprehensive Farmers Insurance Portfolio with Strong Revenue Base
Englewood, CO
Farmers Insurance Book of Business for Sale — Diversified Portfolio with Recurring Revenue Each agency inside this portfolio presents immediate revenue with renewal income from the established client...
$250,000
Thriving Insurance Agency for Sale – 30+ Years of Proven Success
Billings, MT
Don’t miss this exceptional opportunity to acquire a well-established, independently owned insurance agency with a trusted name and over three decades of consistent performance in the greater Billings...
$325,000
Cash Flow: $94,646
Farmers Insurance Agency For Sale in Dallas Texas
Mckinney, TX
Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. Business has been built just as professionally as the owners career as pro football...
3
Southern California CPA Practice
Orange County, CA
Gross Revenue: $1,900,000 (May 2024 – April 2025) Asking Price: $2,375,000 Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services. The firm...
$2,375,000
Cash Flow: $673,200
Profitable Auto Insurance & DMV Franchise - Amazing Growth Potential!
Palm Beach County, FL
This is a well-established and highly profitable franchise known as the local go-to destination for auto insurance and expedited DMV services. Operated by a husband-and-wife team with a strong...
$1,200,000
Cash Flow: $603,000
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...
$1,500,000
Scalable Early Out & Patient Billing Company for Sale
$425,000
Utah
Under Contract: Allstate Agency for Sale in Alpharetta, Georgia!
Alpharetta, GA
Thriving Allstate Agency for Sale in Alpharetta, Georgia A Unique Opportunity to Own a High-Performing Insurance Business Are you ready to take the reins of a flourishing Allstate Agency in the...
$2,700,000
Cash Flow: $1,055,000
Established Turnkey Farmers Insurance Agency for Sale in Placentia, Ca
Placentia, CA
• Established, Fully Operational Agency: A well-established Farmers Insurance agency with a solid reputation in the community and a loyal, diversified client base that includes both personal and...
6
$250,000
Allstate Elite Agency for Sale in Western Suffolk County New York
Suffolk County, NY
An excellent opportunity to acquire a successful Allstate agency. Even in difficult times, this particular agency has done well due to high retention and favorable renewals. The present staff of four...
$2,700,000
Well established independent insurance agency in Pinellas County
Pinellas County, FL
Well established independent insurance agency in Pinellas County for sale. Most of what they offer are employee benefit ancillary lines & executive benefits including group disability, executive...
$600,000
Cash Flow: $335,550
NEW PRICE! Allstate Agency in Forsyth County, NC
Forsyth County, NC
This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...
$749,000
Independent Claims Adjusting Firm, Seller Financing 50%
Broward County, FL
Independent Insurance Adjusting Firm – Established 31 Years – Florida-Based. This well-established independent insurance adjusting firm has been serving the State of Florida for over 31 years. The...
$225,000
Cash Flow: $111,229
Florida-Based Boutique Debt Resolution Company
Miami, FL
Florida-based boutique debt resolution company that provides debt relief services to economically distressed Hispanic families and businesses in the US. • The Company specializes in debt negotiations,...
We Buy Houses Territories in Texas
Fort Worth, TX
We Buy Houses® Territories Across Texas [Package] Cut Out the Middleman – Get Direct-to-Seller Deals Territories & Population Insights Dallas–Fort Worth Metro — Population: ~5.1 million Houston Metro...
$250,000
Cash Flow: $179,092
Carol Bennett
Business Team - San Carlos, CA
Serving San Mateo County, CA
Business Team, a unit of BTI Group, is the Largest Business Brokerage Firm in the Western United States specializing in arranging the purchase and sale of privately owned companies. During our third of a century of existence, we have developed both an unmatched depth of experience (an aggregate of several hundred years!) and a vast network of individual, corporate, and investment group buyers. In addition, our affiliation with the International Business Brokers Association allows us to reach buyers represented by other intermediary firms throughout the world.
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Business Law Firm-repeat clients 1 times gross
Houston, TX
The firm provides Business / Contracts/ International Law / Tax Consulting and Tax Preparation, Real Estate, Estate planning, Probate matters and miscellaneous services. Countries with whom the Firm’s...
$625,000
Cash Flow: $551,078
Atm Business For Sale 150 Locations
Apollo Beach, FL
We have built a lucrative Atm Business Route over the last few years with locations in just over 30 states in major metro areas just to name a few: NY, NJ, FL , CA, IL, PA, SC, AZ, CT, GA, and other...
$7,500
Cash Flow: $2,500
North Broward Well Established Accounting Firm For Sale.
$700,000
Broward County, FL
Ownership Opportunity in Established Insurance Agency
Post Falls, ID
This is a rare chance for a driven entrepreneur to acquire a $4 million premium segment from a flourishing insurance agency with a total premium book of approximately $15 million. This fractional...
$1,400,000
Cash Flow: $250,000
Specialized Market Research Firm
Nassau County, FL
Very profitable specialized market research & economics firm helping private sector & government agencies make better decisions. Turnkey Operation with robust & scalable operation & strong foundation...
$1,995,999
Cash Flow: $745,758
Under Contract. Stamford CT, Allstate for Sale.
Stamford, CT
This $3.5 million Established Allstate Agency in Stamford, Connecticut, offers an ideal entry-level opportunity to acquire one of the best small business opportunities in the US. It has exceptional...
$720,950
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
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
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
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
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:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
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.
