Orlando, FL
A high-performing public adjusting firm with a proven track record of generating consistent revenue through strong B2B partnerships with mid-sized roofing contractors handling insurance-related...
Cash Flow: $756,830
Financial Services Businesses For Sale
Industry Info
Insurance Claims Provider
Multi-Revenue Stream Business Brokerage - Lucrative Opportunity
Marin County, CA
Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...
$95,000
Established Business Brokerage Territory – Prime Market
Alameda County, CA
An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...
$95,000
Farmers Agency For Sale
Solano County, CA
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...
$270,000
3
Auction
Former PNC Bank | Value-Add Opportunity
Thornville, OH
Online auction: October 2-15, 2025
- Minutes to Interstate 70 in downtown
- Former PNC Bank with upside potential
$1 starting bid
8
West Michigan-Based Tax Preparation Business
Ottawa County, MI
The 15+ year owner of this West Michigan-based tax practice would like to retire following the 2025 tax season, and will transition the company's 500+ clients to a new buyer. The majority of the...
$110,000
Cash Flow: $73,421
Elite Allstate Agency DFW Flower Mound, Texas Book Only
Flower Mound, TX
Outstanding opportunity gem of a $3,456,829 (as of 12/31/2024) Allstate Agency in the growth-rich state of Texas! With its Elite Level status, high retention at 82.9%, this agency won’t be available...
$810,000
Cash Flow: $1,000,000
6
Established Insurance Business For Sale
Raleigh, NC
Well-established independent insurance agency serving individuals, families, and businesses with a strong reputation for integrity, transparency, and client-first service. The agency has grown...
$695,000
Cash Flow: $66,000
297-ATM Empire Generates $570K+ Annually
Austin, TX
This established ATM network consists of 297 machines operating across the Austin area. The business has been in operation for 15 years and is currently generating approximately $47,500 per month in...
$1,596,600
Cash Flow: $456,192
Scalable Early Out & Patient Billing Company for Sale
Utah
This established Utah-based company offers a unique opportunity to acquire a business specializing in early out-patient management billing and proactive revenue optimization, delivering genuine peace...
$425,000
Cash Flow: $128,018
FranchiseBooXkeeping
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
North Broward Well Established Accounting Firm For Sale.
Broward County, FL
This very Established Bookkeeping and Accounting Practice; with approximately (525) 1040 clients and (385) corporate return clients, is for sale. This practice generates income from monthly...
$700,000
Cash Flow: $460,000
Multi-Revenue Stream Business Brokerage
Lafayette County, LA
Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...
$67,500
A high traffic main street, high Income business and residential homes
Richland, WA
$2.6 M Premium This established, $2.6M, Allstate Insurance Agency is located in Eastern Washington, with approval for WA and OR! It has a solid reputation and a loyal client base. The agency benefits...
$480,000
Cash Flow: $180,000
Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue
Clayton, NC
Overview This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial...
$12,000,000
Cash Flow: $3,500,843
DC/Baltimore ATM Business For Sale
Maryland
Established ATM Route Business - DC/Baltimore Metro Area This turnkey ATM portfolio offers a proven cash-generating opportunity in the thriving Baltimore and DC metropolitan markets. Operating since...
$195,000
Kevin Nery
The Nery Corporation d/b/a Coastal Business Brokers/Coastal M&A
Serving Bristol County, MA
The Nery Corporation D/B/A Coastal Business Brokers and Coastal M&A are Business Brokerage Firms providing professional services to sellers and buyers of small to mid-size companies. Our experience allows us to effectively value and market your company for sale in a confidential, professional manner. Our extensive local and national data base of buyers combined with our working knowledge enables us to successfully complete the process of ownership transfer. Buyers enjoy working with us because of the clear, detailed information provided to analyze the business opportunity. We often assist with financing options; negotiate for a win-win situation and completion of all other steps in the extensive process.
Contact me
San Antonio, TX Coaching Franchise - Now Available
San Antonio, TX
This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...
$714,000
Proven ATM Network: $32K+ Monthly Profit, Turnkey Operation
Lubbock, TX
This opportunity consists of an established ATM network operating 256 machines in high-traffic Lubbock locations. The business has been in operation for more than a decade and generates over $32,760...
$1,376,256
Cash Flow: $393,216
Large Tax Prep Franchise Group | $1.81M SDE | Easy to Operate
Texas
The business is a well-established and reputable brand in the tax preparation industry and has 50+ locations throughout the southern USA. This group includes over 50 locations in mostly small towns in...
Cash Flow: $1,810,000
CPA Firm - Turnkey, Growing Profitability and Semi-retired Partner
Ontario
Multiple offers have been received and we are holding all offers until 5:00 PM EST on September 5. Interested parties are encouraged to submit their best and final offers by this deadline for...
$4,500,000
Established Insurance Agency- Farmers Insurance
Temecula, CA
This is your chance to step into ownership of an established insurance agency with solid foundations, a loyal client base, and strong recurring revenue from steady renewals. With room for growth and...
$200,000
FranchiseHomeVestors
Available Nationwide
Come explore how the nationally recognized "We Buy Ugly Houses" brand can turn your passion for house flipping into a business that you'll love!
$80,000
Very profitable annuity boutique insurance agency
Detroit, MI
This company has averaged $600,000 net for the past 2 years. This business has over 900 customers. They can be operated from anywhere in the country. This insurance agency primarily sells 10 year...
$2,200,000
Cash Flow: $600,000
Established Business Brokerage – Prime Nashville Market
Nashville, TN
Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...
$67,500
10+ Yr Business Brokerage and M&A Firm
Los Angeles County, CA
This is a rare opportunity to acquire a top-performing business brokerage and M&A franchise firm in the heart of Los Angeles, one of the most active business transaction markets in the United States....
$1,200,000
Cash Flow: $239,169
Thriving Tax & Accounting Firm – 20 Years of Consistent Growth
Lakeland, FL
20 straight years of rising income. Recurring revenue. Loyal clients. This tax & accounting firm is a rare find — high profit margins, streamlined systems, and a stellar reputation built over two...
$775,000
Cash Flow: $670,000
Established Business Brokerage - Strategic Georgia Market
Muscogee County, GA
This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...
$60,000
ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue
Tampa, FL
Established ACA Health Insurance Agency - 800 Active Clients Generating $240,000 Annual Revenue This turnkey ACA health insurance book of business represents an exceptional opportunity to acquire...
$192,000
Cash Flow: $220,000
Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential
San Antonio, TX
Profitable Farmers Insurance Book – $450K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $4.5M premium Farmers Insurance book of business generating $450,000 in revenue over the last...
$825,000
Cash Flow: $450,000
3
ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly
New York, NY
ATM Business For Sale – Prime NYC Nightclub & Outdoor Locations This is a rare, high-profit opportunity to acquire a turnkey ATM route with 6 premium locations in New York County & Kings County....
$41,000
Cash Flow: $2,000
2
$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record
Fort Worth, TX
This Fort Worth-based ATM route includes 251 machines generating $387,072 in annual cash flow. The business has operated for over 15 years, with a focus on high-traffic locations and reliable site...
$1,354,752
Cash Flow: $387,072
Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring
Jacksonville, FL
This 209-location ATM route across Jacksonville generates over $33,500 in monthly revenue from transaction fees. Each machine produces approximately $160 per month, with established locations, vendor...
$1,406,160
Cash Flow: $502,200
FranchiseWeathersby Guild
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
Rapidly Growing Hybrid Accounting Firm
Raleigh, NC
Rapidly growing accounting firm serving small businesses and individuals in Raleigh, North Carolina and the surrounding region. The Company’s services are primarily composed of highly recurring tax...
$995,000
Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH
Cuyahoga Falls, OH
Established CPA Tax and Accounting Practice with 40 years of proven success in Cuyahoga Falls, OH. This well-positioned firm generates $225,000 in annual revenue with $90,000 in seller's discretionary...
$225,000
Cash Flow: $90,000
Farmers Insurance Agency - For Sale
Clark County, NV
Farmers Insurance Agency for Sale – Las Vegas, NV Seasoned Agency | Profitable | Growth Opportunity An exceptional opportunity to acquire a well-established Farmers Insurance agency located in Las...
$225,000
Money Service Business
Paso Robles, CA
Established Money Service Business - Profitable Financial Services Operation This well-established financial services business has been serving the Paso Robles community since 2007, generating strong...
$399,000
Cash Flow: $70,000
Profitable Tax Business In Albany NY
Albany, NY
This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....
$250,000
Cash Flow: $100,000
FranchiseLoyalty Business Brokers
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
Asset SaleNew Price! Bristol, CT, Elite Allstate Agency for Sale!
Bristol, CT
City, County and State: Bristol, Hartford County, Connecticut Written and Advance Earned Premium: $ 7,951,586.00 Gross Revenue: $976,576.07 Including Brokered and Annual Bonus EBITDA: NDA Required...
$1,800,000
Asset SaleEstablished Maryland Tax Firm — SBA Prequalified
Montgomery County, MD
Established tax practice in lower Montgomery County, MD with 10+ years of consistent, client-focused service. The firm serves individuals, estate fiduciaries, trustees, and small business owners and...
$1,450,000
Asset SaleEstate Sales Franchise w/ 95% In House Financing & Health Insurance!
Alpine, NJ
Low-Cost, High-Reward Franchise Opportunity – Own Your Future! This is your chance to step into a booming, recession-resistant industry with a franchise model built for both first-time entrepreneurs...
$24,500
Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!
Irving, TX
The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...
$45,000
Asset SaleAbsentee Passive Income - 50% ROI by 2028
Gilmer, TX
Offering 100% return for investment. Income stream from my fully remote, one-man tax business. Solid, loyal tax clientele. Perfect opportunity for absentee, fully passive income stream. I will process...
$45,000
Pall Spera Company
Pall Spera
Serving Lamoille County, VT
The Realtors of Pall Spera Company know Stowe – every view, every hillside, every road and every trend. Since 1969, they have sold starter homes, lots, commercial real estate, vacation hideaways, cabins, condos and world-class estates. Whether you want a rambling Vermont farmhouse or a low-maintenance pied-à-terre, a Pall Spera Realtor knows where to look. Or maybe you’d just like to browse, to daydream about living in Stowe, Waterbury, Morrisville, Hyde Park or elsewhere in North Central Vermont. Come into our offices on the Mountain Road in Stowe, on Main Street in Stowe Village and on Park Street in Morrisville. Talk to our people. See what’s available to meet your lifestyle dreams.
Contact me
Asset SaleYour Chance to Acquire a DFSA licensed entity in DIFC
Dubai
If you are moving to Dubai and want to work under the umbrella of the DFSA regulator, this is your opportunity to skip the multi-year application process. This company is in good standing with the...
$1,000,000
Asset SaleAnniston Alabama Allstate Agency for Sale
Anniston, AL
Award-winning established Allstate agency located in Anniston, Alabama. This $6.4 million-earned premium agency boasts a preferred auto/homeowner customer base, presenting ample opportunities for...
$1,440,000
Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!
Los Angeles, CA
The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. Many current franchisees earning high 6 digit income...
$50,000
Start-upPrivate Equity - Real Estate Fulfillment & Investment Partnership
The REIBIZ deal-flow engine produces more opportunities than we can handle! Our private equity clients are looking to place capital into our SEC-compliant investment product…the issue is we do not...
$29,000
Start-upLet's Flip Houses Together
We supply a coach for every transaction and Free Leads to teach beginner investors how to invest in real estate without risking their own cash or credit. Please review the enclosed video and...
$24,750
FranchiseBrightway Insurance
Available in Multiple Locations
Explore this recession-proof franchise with the unique benefit of a residual income stream.
$200,000
Start-upLoan Service Businesses FOR SALE ("TURN-KEY")
Are you looking to step into the financial services industry with a ready-made business? Are you looking to start generating 100K every month? The Potential is HERE Your search ends here! Discover a...
$5,000
2
Start-upEarn $270K+ your first year with Farmers Ins, scale to $1M+ in 3 years
Step into an exciting opportunity to own and grow your own Farmers Insurance Agency in Northern California's North State region. As one of the most recognized and trusted names in the industry,...
4
Start-upFully Automated Online Lending Business
It is very evident that in today’s economy with rising inflation and an overall higher cost of living, more and more Americans are living paycheck to paycheck. With over 12 million Americans a year...
$100,000
Start-upOwn one of the only franchised consumer loan companies in the US
If you are looking for a consumer finance lending franchise for sale, that provides all of the resources and support you need to succeed, look no further than KeyStone Financial. We are currently...
$50,000
6
Start-upJudgment Buisness
Why own a Judgment Investigation Business? -Recession Proof Business Model -High Profit Margins & Unlimited Income Potential -Huge Market Size with Little Competition -Work-From-Home Operation -100%...
$200,000
2
FranchiseGrowth Coach
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
Start-upStart Up Insurance Agency
Work when & from where you want! (Office location not required) Work/life balance because you are the owner! You own your business 100% & we pay you bonuses and incentives. Direct access to a wide...
$2,500
4
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.
