Montgomery, TX
Award-Winning Farmers Insurance Agency - Montgomery, Texas This Impressive Farmers Insurance Agency provides a rare exceptional opportunity for immediate cash flow and return on investment. Located in...
Financial Services Businesses For Sale
Industry Info
Award Winning Farmers Insurance Agency with Immediate Cash-Flow/ROI
$650,000
Cash Flow: $427,000
Turnkey $7.8M Premium Farmers Agency avail in Williamson County
Cedar Park, TX
Established Farmers Insurance Agency - Turnkey Operation with $7.8M Premium. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a well-established agency with...
$1,890,000
Cash Flow: $432,000
Prime Haverhill, MA Allstate Agency
Essex County, MA
Don’t miss this rare opportunity to own a quality $1.7M premium Allstate agency in the desirable Haverhill, MA market. This book is built on loyal, long-term clients and delivers consistent...
$280,000
Used Car Dealership and Lending Company
Broken Arrow, OK
Owner is ready to step aside to hand off this incredible opportunity. This unique business is ready to be turned into a franchise operation with recipes for success already proven. Currently has over...
Not Disclosed
Cash Flow: $3,700,000
MetroWest Accounting Practice - High SDE
Middlesex County, MA
This well-established CPA firm is located in the Metrowest area and generated over $680,000 in billings in 2024. The team includes the owner(CPA), an enrolled agent, and administrative staff. Because...
$780,000
Cash Flow: $412,000
Turn-Key Opportunity Seeking Immediate Cash Flow
San Pablo, CA
This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...
3
$369,000
Cash Flow: $234,000
Multi-Revenue Stream Business Brokerage – Proven Model
Oneida County, NY
Step into a turnkey business brokerage backed by a nationally recognized franchise brand. This exclusive territory in Oneida County offers a proven model, robust support, and access to a steady...
$75,500
Don’t Miss This Turnkey Staffing Opportunity – Now $250K
St Lucie County, FL
Turnkey staffing business with $132K in cash flow, national brand backing, and an experienced recruiter already in place. Now priced at $250K, this established franchise offers a strong foundation and...
5
$250,000
Cash Flow: $132,913
Profitable Established Turnkey Farmers Insurance Agency for Sale
Orange, CA
Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...
6
$375,000
NW Metro Tax & Accounting Firm – 500K+ Revenue
Minnesota
Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general...
$550,000
Cash Flow: $207,232
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
See More FranchisesRare, turnkey Allstate agency ready for a new owner!
Frederick, MD
This turnkey agency in on pace for the ELITE achievement level in 2026! $6.6mm earned premium (and growing) 88% net retention; 5+ years: 87% Low loss ratios across all major product lines P&C...
$1,100,000
Reno NV CPA Practice for Sale
Washoe County, NV
• The owner is a CPA • This practice was established in 2019 • Great opportunity for a firm to establish a Reno presence • Skilled team in place to assist with transition and daily operations •...
2
$910,000
Cash Flow: $300,000
Lucrative Consulting Practice
$55,000
Hudson County, NJ
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
Andrew Cagnetta
Transworld Business Advisors of Tampa
Serving Pinellas County, FL
Transworld Business Advisors is the world leader in business sales, mergers and acquisitions, commercial real estate, and franchise sales. We are truly an entrepreneur's secret weapon to success! Transworld spends more money marketing businesses for sale than any other business brokerage franchise. Hands down. By successfully selling businesses since 1979, we have developed a robust and unmatched buyer and partner network that helps us complete deals quickly and at the highest level of professionalism. We specialize in finding the right buyers for good businesses. Our extensive network of business brokers and transaction coordinators worldwide boasts 250+ franchise offices and nearly 1000 team members. Because of our size, training, continued education, and communication, our network offers an unequaled distribution of exclusive business sale opportunities. Our team approach to Mergers and Acquisitions and Commercial Real Estate ensures that even the most complex and demanding transactions are executed with five-star proficiency. Whether we represent an acquisition-minded corporation or an adventurous entrepreneur, Transworld Business Advisors is the best option for successful business sales.
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Trusted Accounting & Consulting Firm with 50+ Years of Experience
Travis County, TX
With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team...
$800,000
Cash Flow: $234,944
Profitable, Established Tax Prep Franchise in Growing NC Market
North Carolina
Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...
$539,000
Cash Flow: $175,566
High-Margin Multi-Service Tax Firm with Strong Repeat Client Base
Utah County, UT
This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...
$1,475,000
Cash Flow: $357,038
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
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
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
See More FranchisesHigh 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
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
Established Insurance Agency- Farmers Insurance
$200,000
Temecula, CA
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
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
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
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
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
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
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
Cash Flow: $60,340
FranchiseBrightway Insurance
Available in Multiple Locations
Explore this recession-proof franchise with the unique benefit of a residual income stream.
$200,000
See More FranchisesAffluent 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
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
Cash Flow: $350,000
Established Business Brokerage – Prime Nashville Market
$67,500
Nashville, TN
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
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
Cash Flow: $225,000
FranchiseMurphy Business Sales
Available in Multiple Locations
$439,983* Gross Profit. Low Investment. We’ll help you build a profitable, rewarding business and still have time for what matters most.
$50,000
See More FranchisesPopular 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
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
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
$ 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
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
Cash Flow: $119,545
Cortney Sells
The Firm Advisors, LLC
Serving Lancaster County, NE
Sells is an accomplished businesswoman with expertise and instinct for mergers and acquisitions. With over 150 transactions under her belt since 2010, she and her team at The Firm specialize in pairing the owners of existing businesses with qualified individuals who can continue the legacy of the business. In 2018 alone they brought 49 businesses to the closing table, which is a nationally recognized high. Sells leads a team of empowered professionals who share her passion for client services and helping buyers and sellers imagine their futures, whether that means retirement, change in industry, or simply acquiring a company to expand their personal wealth. The Firm Business Brokerage works with businesses large and small, from the Middle Market to Main Street. If you’d like to pursue an exit from an existing company or would like to become a business owner without “starting from scratch”, Sells and her team would welcome the opportunity to meet with you. Prior to founding The Firm, Sells founded Agency 89, a talent agency which then became Nebraska’s first licensed talent school. She served as President until the agency’s acquisition in 2009. Among her professional affiliations are Vistage, a board member of Entrepreneur’s Organization Nebraska (EO), Rotary International and the Greater Omaha Chamber of Commerce. She served on the board of Heartland Family Services and volunteers regularly for organizations such as The Leukemia & Lymphoma Society, where she was a nominee for Woman of the Year, St. Patrick’s parish and is a mentor for the Transition Assistance Program at Offutt Air Force Base. Sells was named “Best of Omaha” Business Broker of the Year from 2012-20178 She is also the Editor of The Deal Review, a publication distributed to 21,000 business owners. Her accomplishments include cover stories in Midlands Business Journal, The Daily Record, Omaha Magazine, and features on Fox News and CBS’ Morning Blend. When away from the office, Cortney and her partner Adam enjoy active roles at St. Margaret Mary Catholic School, coaching their daughter Vienna’s soccer team and boating on the lake with their son Knoxx and three dogs.
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$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
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
Cash Flow: $149,951
150 ATMs. $360K Revenue. $288K Cash Flow.
$1,008,000
Indianapolis, IN
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
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
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
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
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
RARE! America's Largest Fix & Flip Operator & Lender -$9.4M EBITDA!!
Houston, TX
SIGN THE NDA BY COPYING & PASTING LINK BELOW:...
3
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
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
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
Cash Flow: $82,900
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
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
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.
