Orange County, FL
Profitable CPA Firm – 37 Years – Must Speak Vietnamese Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community....
Financial Services Businesses For Sale
Industry Info
Profitable CPA Firm – 37 Years – Must Speak Vietnamese
$189,875
Cash Flow: $115,275
Established Agency for Sale - Turn Key
Sandpoint, ID
Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...
2
$152,000
Philadelphia, PA - ATM route for sale
Philadelphia, PA
12 ATM Locations in Philadelphia, PA area - All high-end Hotels - making $23,000/yr NET (outside of Gas and time) for sale for $45,000 Buyer must join the ACFN ATM franchise program. Franchise program...
$45,000
Cash Flow: $23,000
Queens Office building for Sale or Lease
Queens, NY
Dental Practice for Rent/ Lease, Dental Business for Rent includes Well established practice and 2 Operatory Rooms, Panorex XRay machine plus other equipments,Option to buy the building with 3 Rental...
6
$1,250,000
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
Save Time & Money....Turnkey Insurance Agency
Miami, FL
Are you looking for a turnkey business opportunity with immediate revenue potential and long-term stability? Look no further. We’re offering a proven, franchise-backed insurance agency with a strong...
3
$60,000
Extremely Profitable Franchise Insurance Agency
Miami, FL
Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides...
$2,250,000
Cash Flow: $562,817
Captive Allstate Book of Business with Significant Growth Potential
Hubbard, OH
CAPTIVE ALLSTATE INSURANCE AGENCY - HUBBARD, OH Established in 1994, this well-positioned Allstate insurance agency presents an exceptional opportunity for growth-minded buyers in Trumbull County....
$400,000
Allstate Agency in Central TX
Texas
Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...
$4,500,000
Cash Flow: $1,700,000
Claims Adjusting Business for Sale in Florida #1950
Florida
TTM May 2025 Revenue: $1,520,000 TTM May 2025 Adjusted EBITDA: $488,000 YTD May 2025 Revenue: $422,000 YTD May 2025 Adjusted EBITDA: $113,000 2024 Revenue: $1,511,000 2024 Adjusted EBITDA: $440,000...
$1,159,400
Medicare Agency Growing in the Suburban Northwest
Eugene, OR
With a previous background in insurance, the Seller opened this independent agency in 2014 and built it from the ground up. By emphasizing personalized service and trust, there are now 770 policies in...
$822,000
Cash Flow: $251,228
Turn Key Opportunity with established processes
Magnolia, TX
Established Farmers Insurance Agency in Magnolia, TX presents an exceptional turn-key opportunity in the thriving NW Houston market. This franchise operation has built an impressive $2.9 million...
3
$499,000
California Property Tax Consultants
California
Founded in 2011, this property tax consulting firm helps commercial property owners in two large California Counties reduce their tax bills. The company charges only if it secures savings for clients,...
$22,000,000
Cash Flow: $4,209,981
Scalable Early Out & Patient Billing Company for Sale
$425,000
Utah
CPA Practice in Flagstaff - Balanced Client Mix, Underserved Market
Flagstaff, AZ
This well-established CPA firm in Flagstaff offers a balanced mix of tax preparation, bookkeeping, payroll, financial reporting, and fiduciary services. The firm serves a wide range of clients,...
$200,000
Cash Flow: $95,000
Established Business Ready to Grow! (Tulsa-Oklahoma City)
Oklahoma
This is a great agency to come into the business and cover expenses so you can grow income while increasing agency value. You can enter into an industry that is recession-proof and has unlimited...
3
$345,000
Cash Flow: $148,000
Kyle Serrano
Venture Group
Serving El Paso County, CO
Venture Group is a boutique Grand Junction Business Brokerage firm focused specifically on Mergers and Acquisitions in the Western Colorado marketplace. At Venture Group, it is our continuous mission is to deliver unparalleled client-focused service by leveraging the expertise and collaboration of our exceptional team of business broker professionals. We specifically focus our resources, time, and efforts to business transactions, allowing us to offer top-tiered and competitive services that generate tangible results for our clients. We strive to build lasting relationships based on trust, integrity, and excellence, ensuring that each client receives personalized attention and innovative solutions tailored to their unique needs.
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Online Education for Stock Options Trading
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...
$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
Turnkey Tax Prep Business: Well Established & 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
North Broward Well Established Accounting Firm For Sale.
$700,000
Broward County, FL
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
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
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
Multi-Revenue Stream Business Brokerage
$67,500
Lafayette County, LA
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
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
DAVID MUSSARI
Berkshire Hathaway HomeServices Professional Realty
Serving Hamilton County, OH
We are a full service Real Estate Brokerage servicing our clients throughout Ohio, Northern Kentucky, Parkersburg, WV and Erie, Pennsylvania. Our expertise includes working with buyers and sellers of residential homes and commercial real estate. We also offer leasing services, tenant representation, business brokerage, and property management. We are a proud affiliate of the Berkshire Hathaway HomeServices network that pride ourselves in outstanding customer service.
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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
A high traffic main street, high Income business and residential homes
$480,000
Richland, WA
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
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
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
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.
