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Financial Services Businesses For Sale

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Industry Info
Thriving Allstate Agency in Sunny Panama City Beach, Florida!
Asset Sale

Panama City Beach, FL

Are you ready to escape the corporate grind and step into a lucrative business opportunity in a beautiful, high-growth area? An established Allstate Agency in desirable Panama City, FL is now...

$875,000

$875,000

Licensed Captive Insurance Company for Sale
Asset Sale

Phoenix, AZ

This business specializes in providing tailored captive insurance solutions for businesses seeking greater control over risk, insurance costs and long-term savings. Why This Business Stands Out A...

$200,000

$200,000

$620,000 Revenue Property/ Casualty Agency
Asset Sale

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Not Disclosed

Registered Investment Advisor
Asset Sale

Jacksonville, FL

Registered Investment Advisor (RIA) with a vision of investment management for business owners, family estates, individual investors, etc. The Firm is registered as an investment adviser and is...

$7,000,000

$7,000,000

Established Tax Franchise | Exclusive Territory in Pembroke Pines
Asset Sale

Fort Lauderdale, FL

xceptional opportunity to acquire a well-established tax and accounting franchise with exclusive territory in Pembroke Pines, Florida, one of the fastest-growing and most dynamic markets in South...

$99,000

$99,000

White-Label Operating Licenses from a highly scalable Payroll Company
Asset Sale

San Juan

Asset Sale Opportunity: White-Label Payroll Operating Licenses Established payroll technology company offers white-label operating licenses for accounting professionals seeking to expand their service...

$5,000

$5,000

Mortgage Lender Database
Asset Sale

Los Angeles, CA

Top Producing Los Angeles County, CA lender is selling his 20 year database of over 8000+ clients in his database. Loans provided by Bank of the West, Bank of Montreal, Newrez, Guaranteed Rate,...

Not Disclosed

Not Disclosed

Innovative Financial Platform Concept – Front-End Complete
Asset Sale

Palm Beach, FL

This is a rare opportunity to acquire a cutting-edge financial platform concept built to streamline bill payments, monitor multiple accounts, manage money efficiently, and optimize credit scores. With...

$5,000

$5,000

Branded Insurance Agency Asset Sale
Asset Sale

Schenectady County, NY

HS Listing ID-69497 An excellent opportunity to acquire an established Insurance agency in New York, featuring a healthy, well-performing book of business and meaningful growth potential. The agency...

$700,000

$700,000

Franchise Insurance Agency Opportunity
Asset Sale

Fort Myers, FL

Established Insurance Agency Franchise Opportunity in Fort Myers, Florida This turnkey Sebanda Insurance franchise (#95) presents an exceptional acquisition opportunity for a licensed insurance...

$82,000

$82,000

Pre-Revenue Fintech Platform Currently In Market Testing
Asset Sale

Philadelphia, PA

Unique opportunity to purchase a “ready to scale” subscription-based Financial Analytics Software Company with first product in market testing with clients. Cost-effective, easy-to-use software tool...

$500,000

$500,000

Southern Indiana Area Accounting Firm For Sale
Asset Sale

Indiana

The firm has a solid foundation with a diverse clientele base in both accounting and tax preparation. It boasts a loyal, long-term customer base, with growth driven primarily by referrals and word of...

$226,070

$226,070

Revolutionizing Stock Market Gaming for the Millennial Generation
Asset Sale

Boca Raton, FL

A new wave of investors has arrived—and they’re not getting what they need. Millennials are flocking to the stock market in search of income, empowerment, and financial freedom, yet most platforms...

$45,000

$45,000

Loan Service Businesses For Sale ("TURN-KEY")

Three Beautiful Contiguous Office Flex Condos
Real Estate Only

Broward County, FL

Transworld Commercial Real Estate and Transworld Business Advisors are pleased to present the property located at 2985 Center Port Circle in Pompano Beach, Florida, consisting of three contiguous...

$2,650,000

$2,650,000

6,273+/-sf Former Bank Commercial Building in San Bernardino, CA
Real Estate Only

San Bernardino, CA

6,273+/-sf Commercial building built in 1956 on 1.12+/-ac. 66 standard + 4 handicap parking spaces. ***Lease-back Disclosure. Seller will lease-back the ATM building on-site. See Exhibit E regarding...

Not Disclosed

Not Disclosed

Austin Brougham

Southern Magnolia

Serving Lubbock County, TX

Southern Magnolia is a business brokerage firm focused on helping business owners successfully buy, sell, and transition privately held companies across a variety of industries. In transactions involving owned real estate, our brokerage also has the capability to facilitate the sale of the associated property.

Contact Me >

Contact me
Prime Wash Park Retail/Office Space for Lease
Lease Only

Denver, CO

This highly visible commercial space offers a fantastic leasing opportunity in Denver’s desirable 80209 zip code, right in the heart of the prestigious Washington Park neighborhood. Perfectly sized...

Not Disclosed

Not Disclosed

3,929+/-sf Former Bank Commercial Building in Charlotte, NC
Real Estate Only

Charlotte, NC

3,929+/-sf commercial building built in 1995 on 1.76+/-ac. 46+/- parking spaces. Auctions July 6th - 8th...

Not Disclosed

Not Disclosed

Office Building Condo 1000 Sq Ft
Real Estate Only

Voorhees, NJ

office condo in office complex plenty of exposure and parking off main highway next to many business and office also many apartments in the area...

$175,000

$175,000

Prime real estate in Bristol RI
Real Estate Only

Bristol, RI

Fantastic business opportunity. This property includes 500-502 Metacom Ave. there is an existing traffic light on Metacom Avenue to enter both properties . Could purchase separately price to be...

$3,470,000

$3,470,000

Office Building for Lease
Lease Only

Fresno, CA

– Well-maintained professional office building – Ample onsite parking – ADA-accessible entrance – Exterior signage opportunities – Landscaped surroundings – High-visibility location...

Not Disclosed

Not Disclosed

Exceptional End Unit In Newbury Harbor - Excellent Visibility!
Lease Only

Newbury, NH

Position your business in the heart of highly desirable Newbury Harbor with this exceptional end-unit commercial space. Formerly utilized as a bank, this well-located property offers a versatile...

Not Disclosed

Not Disclosed

Former Bank Branch 2,633 sq/ft on 1.46 Acres
Real Estate Only

Mayo, FL

Picture yourself owning a prime piece of commercial real estate in Mayo, Florida - the heart of Lafayette County and truly the "Gateway to Growth." This isn't just any property; it's your chance to...

$860,000

$860,000

Medical Offices entire 2nd floor-Elevator & stairs-19 rooms
Lease Only

Downey, CA

LEASED . LEASED . 5177 Sqft - Customize for your use. 12 medical treatment rooms , 4 Doctor offices , 1 special procedure room , 1 manager office , 1 billing office , 3 nursing stations , 3 patient...

Not Disclosed

Not Disclosed

Judgment Buisness

Vacant Commercial Building Ready to Move In
Real Estate Only

Burton, MI

Located at 4154 Davison Rd in Burton, Michigan, this expansive 3.8 acres of commercial real estate offers over 4300 square feet of available space, all on one level. It includes two bathrooms and two...

$975,000

$975,000

"(( RBOMN ))": Bank Property WI Vacant Hudson, WI
Real Estate Only

Hudson, WI

Banks lease will expire and they are leaving in October 2026. Lease option $12,000 NNN....

$1,550,000

$1,550,000

A rare opportunity in recently rezoned commercial corridor!
Real Estate Only

Norfolk, MA

11 Sharon Ave presents a rare opportunity to acquire property along Sharon Avenue, a corridor recently rezoned for commercial use in Norfolk, MA. This rezoning represents a meaningful value-creation...

$799,000

$799,000

Executive Office Suite for Lease – Palisades Mill
Lease Only

Wakefield, RI

Executive Office Suite for Lease – Palisades Mill Elegant third-floor office suite located within the sought-after Palisades Mill complex in the charming village of Peace Dale/Wakefield. This...

Not Disclosed

Not Disclosed

Commercial Opportunity on Hwy 13 in Park Falls
Real Estate Only

Park Falls, WI

Location, Location, Location!! This cedar sided chalet with a covered porch and metal roof is located directly on State Hwy 13 with great exposure in a commercial area in the city of Park Falls, WI....

$99,900

$99,900

Multiple Use Office Space in Park Falls
Real Estate Only

Park Falls, WI

This great commercial building for sale or lease on State Hwy 13 with great exposure in a commercial area in the city of Park Falls WI. There is a large sign on highway 13, the building has a newer...

$199,900

$199,900

High Traffic commercial/professional property
Real Estate Only

Levittown, PA

Many different commercial or professional possibilities available with multiple units allowed and all with separate entrances. Extremely high traffic corner location with substantial visibility...

$469,900

$469,900

Hard Money Lending Company For Sale
Start Up

Ever Wanted to Lend Money Instead of Borrow It? Start Your Own Hard Money Lending Company Are you a real estate investor, broker, or entrepreneur who wants to add a powerful new income stream to your...

$45,000

$45,000

Farmers Insurance Agency
Start Up

Step into business ownership with the support, brand recognition, and infrastructure of Farmers Insurance through the Farmers Retail Program. This opportunity is designed for driven professionals,...

Not Disclosed

Not Disclosed

Commercial Kitchen For Lease
Start Up

Located in the I-75 shoulder, these ghost kitchens see fantastic delivery demand from local residents in downtown and all of the surrounding neighborhoods.? A large outdoor parking space provides a...

$5,000

$5,000

Side Hustle or Full Time Cost Reduction Business W Massive Net Rev!

Michael Stavrinakis

Stavrinakis Franchise & Business Brokerage

How would like to be REWARDED for just helping? Big $$$
Start Up

"Imagine Helping 2 People and Watching $100s to $1000s Flow to You Weekly" Let's keep it real... Actually $300,000 minimum profit is just the beginning in year one. Most people wake up, go to work,...

$35

$35

Buy or Sell a Financial Service Business
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed358
Asking Price$499,500
Reported Revenue$403,623
Reported Seller's Discretionary Earnings$200,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$499,500$955,250

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$231,390$120,000
Median$403,623$200,000
Upper Quartile$797,104$332,848

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.001.82
Median1.252.45
Upper Quartile1.673.25

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $499,500, though prices range from under $250,000 to well over $955,250.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $403,623 and owners earn a median of $200,000, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses, revenue multiples range from 1.00 to 1.67, with a median of 1.25. Earning multiples range from 1.82 to 3.25, with the median at 2.45. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.45 times its annual owner earnings.

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