Lafayette, CO
Established and highly respected insurance agency serving the thriving communities of Lafayette, Louisville, Boulder, Denver, Erie, and the greater I-25 corridor. With 10 successful years in business,...
Financial Services Businesses For Sale
Industry Info
Farmers Insurance Agency
6
Established Farmers Agency in El Cajon | Spanish-Speaking Client
El Cajon, CA
Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...
GreatFlorida Insurance Agency – High-Growth Florida Market
Sarasota, FL
Established Insurance Agency with Recurring Revenue in High-Growth Florida Market An exceptional opportunity to acquire a profitable GreatFlorida Insurance Agency located in the highly desirable...
3
Cash Flow: $126,473
Large Billings insurance agency - proven book of business
Billings, MT
Established Insurance Agency - Billings, Montana This thriving Farmers Insurance franchise presents an exceptional opportunity in Montana's largest and fastest-growing metropolitan area. Operating...
Cash Flow: $110,000
$2mil premium Lewiston agency with enhanced bonus
Lewiston, ID
Established Insurance Agency - Downtown Lewiston Opportunity This turnkey insurance franchise presents an exceptional opportunity to acquire a profitable agency with over 30 years of operational...
Cash Flow: $132,000
Low Risk/High Margin Merchant Services Business
Las Vegas, NV
ESTABLISHED MERCHANT SERVICES BUSINESS - 30 YEARS OF PROVEN SUCCESS This well-established merchant services business represents an exceptional opportunity in the financial services sector. Operating...
Cash Flow: $803,000
Established Farmers Insurance Agency Available
Brea, CA
Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...
Established Farmers Insurance Agency Available (Need to Sell ASAP)
Colorado Springs, CO
Established Farmers Insurance Agency for Sale in Colorado Springs This turnkey Farmers Insurance agency presents an exceptional opportunity for a licensed insurance professional or growth-minded...
High-Growth, High-Margin Farmers Insurance Agency Sacramento, CA
Sacramento County, CA
Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This long-established agency, originally founded in the early 1990s and acquired by...
Cash Flow: $275,555
WA Established Insurance Agency for Sale – Allstate Opportunity
King County, WA
Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....
Established Business Equipment Leasing Service
Howell, MI
National specializes in providing equipment financing and leasing solutions to businesses of all sizes. The company acts as a trusted intermediary, connecting clients with the right funding structures...
Cash Flow: $118,629
High growth potential tax preparation business
Tampa, FL
Tampa area tax preparation office with an average of 500+ yearly returns prepared. Services include tax preparation for individuals and businesses (LLC, C-Corp, S-Corp, Partnerships). Also offers...
Cash Flow: $90,150
Scottsdale Allstate Agency With $6.2M Premium
Scottsdale, AZ
Established $6.2M Allstate Agency in Highly Desirable Scottsdale Market A strong opportunity to acquire a $6.2 million premium Allstate agency located in the highly sought after McCormick Ranch area...
Established Business Brokerage - Rare Opportunity!
$76,000
Kings County, NY
Bookkeeping and Tax Business for Sale (Remote)
Albuquerque, NM
Udated as of 05/14/2025 Bookkeeping Clients all use Quickbooks online and I have access to all clients’ accounts through QBO Accountants portal. Currently 31 on average monthly writeup clients....
Cash Flow: $233,281
Established Nashville Cash Homebuyer Business with Great Reviews
Franklin, TN
Starting Your Real Estate Investment Business but don't want to wait years to Establish Your Reputation & do your first deal? This business foundation will put you on the fast track to doing your...
2
EBITDA: $1,485,000
Kaden Vacendak
Denali Business Advisors
Serving Matanuska-Susitna County, AK
At Denali Business Advisors, we are a team comprised of Alaskan business owners experienced in mergers and acquisitions. Our mission is to guide other Alaskan’s in buying and selling businesses to achieve their entrepreneurial goals.
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Farmers Insurance Agency – San Carlos, CA | $3.2M Book | $235K Rev
San Carlos, CA
This is a rare opportunity to acquire a high-retention, established Farmers Insurance agency in San Carlos, California with a $3.2M premium book and $235K annual revenue (~$20K/month). Priced...
2
Cash Flow: $190,000
Established Franchise Insurance Agency
Pembroke Pines, FL
Reason for Sale: Relocated 200 miles away from business. Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a...
Cash Flow: $130,444
Established Insurance Franchise Agency
West Palm Beach, FL
Established franchise insurance agency in West Palm Beach. Turnkey opportunity in a growing, high-traffic market. The business provides auto, home, commercial, and specialty insurance products...
Cash Flow: $252,786
Established Farmers Insurance Agency- Family ran over 25 years
Gilbert, AZ
ESTABLISHED FARMERS INSURANCE AGENCY - Family Operated Over 25 Years This well-established Farmers Insurance agency presents an exceptional opportunity in Gilbert, Arizona's thriving Maricopa County...
2
Cash Flow: $177,000
Own your own Insurance Agency in Northern California
Shasta County, CA
If you’ve ever dreamed of owning a successful insurance agency with an established client base and a fully operational office, this is an opportunity you won’t want to miss. A well-established...
Cash Flow: $130,284
Profitable Turnkey Check Cashing Business for Sale
Suffolk County, NY
A cash-flowing community staple in a prime, busy shopping plaza. This is an established, fully operational check cashing and financial services business, strategically located in a high-visibility,...
Cash Flow: $202,843
Established Accounts Receivable & Collections Firm
Wisconsin
This well-established, full-service accounts receivable and collections firm has been serving clients for decades, delivering consistent cash flow improvements and professional recovery solutions....
Small Business Consulting Firm & Partnership
State College, PA
Discover an Exciting Opportunity to Build Your Own Consulting & Advisory Business Imagine running a business that empowers small and mid-sized companies—the most overlooked yet promising segment in...
Cash Flow: $201,027
Farmers Insurance Agency for Sale $2.5 Million in Premium
Saint Louis, MO
Established Insurance Agency - High Retention, Strong Cash Flow
Corvallis, OR
ESTABLISHED INSURANCE AGENCY - CORVALLIS, OREGON This thriving insurance franchise presents an exceptional opportunity to acquire a profitable, cash-flowing agency with proven stability and growth...
Cash Flow: $150,000
Maryland CPA Firm Acquisition Opportunity
Washington County, MD
This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...
Cash Flow: $512,000
Atm Locations in Major Grocery Chains $5,500 - No labor fully residual
Chicago, IL
We currently have high volume locations For Sale: Serious buyers only*. Comes with 5 year agreement. Note: This route is fully passive (no work required). Locations are in different cities which list...
Cash Flow: $3,500
Farmers Insurance Agency Book of Business for Sale LA
Los Angeles County, CA
Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $1,640,806 in annual premiums across Home policies, Auto, and Life...
Cash Flow: $109,000
Madison WI Property & Casualty Agency - $4M+ Premium Portfolio
Dane County, WI
What sets Farmers Insurance apart is the combination of ownership and infrastructure. Agents aren’t just selling policies; they’re building a tangible asset. That ownership is supported by a...
Cash Flow: $363,000
Established Tax Business – 80+ Loyal Clients | ~$40K Profit | Turnkey
Atlanta, GA
This is a rare opportunity to acquire a well-established, fully remote tax preparation business with a proven track record of consistent income and strong client retention. The business has been...
Cash Flow: $40,000
Seamless Success: Take the Lead of PRO achievement Allstate agency!
Charlotte, NC
Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted local institution with a solid foundation for growth,...
Captive Insurance Agency
Sacramento, CA
Established and profitable Farmers Insurance Agency located in Sacramento, CA. The book consists of 75% P&C and 25% commercial and 90% retention. The agency has a strong reputation and has long term...
Cash Flow: $150,000
$3.3 Mn Book of business for sale near Clearwater, Florida
Pinellas County, FL
Business Highlights: • 22 years of continuous operation with proven market presence • Dual office locations serving Clearwater and St. Petersburg markets • Specialized focus: 98% auto insurance with...
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...
Cash Flow: $450,000
Lucrative Consulting Business
$55,000
Mohave County, AZ
Established Agency for Sale
Tustin, CA
Established and profitable Farmers Insurance agency located in the highly desirable Tustin area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...
Established Farmers Insurance Agency – Premier LA County Location
Los Angeles County, CA
Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...
Single Store Tax & Financial Services Franchise – Turnkey
St Lucie County, FL
For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round...
Cash Flow: $78,655
Multi-Unit Tax & Financial Services Franchise – Regional Rights
St Lucie County, FL
This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services...
Cash Flow: $227,352
Agency Opportunity
Malheur County, OR
Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...
Southern Oregon Agency Opportunity
Oregon
Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...
National Grant Writing Firm | Recurring Revenue | Virtual & Scalabl
Hillsborough County, FL
This is a rare opportunity to acquire a well-established grant writing business with a strong reputation for delivering consistent results across nonprofit, educational, and small business sectors....
Cash Flow: $268,778
Fully Virtual CPA Firm – International Tax Focus, Systemized & Growing
Birmingham, MI
This is a fully virtual, highly specialized CPA firm focused on US international taxation for expats and non-residents. The practice was founded by a former Big 4 international tax professional and...
Cash Flow: $142,000
Darrin CCIM
CB Realty
Serving Kaufman County, TX
Pegasus Property Group – Business Sales | Company Overview Pegasus Property Group – Business Sales is a specialized division of Pegasus Property Group, a commercial real estate team affiliated with Coldwell Banker Commercial Realty and serving the DFW Metroplex and North Texas markets. The Business Sales division focuses on the acquisition, disposition, and valuation of privately held businesses, bridging the gap between commercial real estate and business brokerage. By combining deep market knowledge with real-world transaction experience, Pegasus provides clients with strategic guidance through every phase of the business sale or acquisition process. Our approach goes beyond traditional listing services. We deliver comprehensive advisory solutions that include business valuation, financial analysis, buyer qualification, confidential marketing, and deal structuring. Leveraging a strong network of investors, owner-operators, and institutional contacts, we connect serious buyers with quality opportunities and help sellers maximize value while maintaining discretion. Pegasus Property Group operates with a client-first philosophy built on integrity, transparency, and results-driven execution—principles that define successful commercial brokerage firms. Similar to leading real estate organizations that focus on strategic acquisitions and maximizing asset value through market expertise and disciplined underwriting, Pegasus applies the same level of rigor to business transactions. Whether representing a business owner preparing for exit or a buyer seeking growth through acquisition, Pegasus Property Group – Business Sales delivers a structured, professional process designed to create successful outcomes and long-term relationships.
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Northern Arizona CPA - Discounted Price - Remote Ownership Possible
Prescott Valley, AZ
The firm is being sold at a discounted multiple of .85 on gross recurring revenue to create a real opportunity for someone to step right into equity. The principal is asking for $470,900 for $550,000...
Cash Flow: $189,000
Elite, Award-Winning Allstate Agency in Louisville, CO!
Boulder County, CO
This elite Allstate agency carries an earned-premium book of $6,500,000 and is ideally positioned in one of Denver's most sought-after northern suburbs, minutes from the University of Colorado, along...
Established Business Brokerage Territory
$71,500
Belmont County, OH
Established, Award-Winning Farmers Agency in the Heart of Tempe, AZ!
Maricopa County, AZ
This established Farmers agency carries an earned-premium book of $3,400,000 and is ideally positioned in Tempe — with convenient access to main roadways and just minutes from Arizona State...
Established CPA Firm and Tax Preparation Business for Sale
Glendale, AZ
Well-established and highly profitable accounting and tax practice with a strong, referral-driven client base. This firm generates approximately $1.7M in annual revenue with ~$580K in Seller’s...
Cash Flow: $580,000
Allstate Agency in Walkersville, MD
Walkersville, MD
This Pro-Level, $5.00M Allstate agency has been built for the past 20 years with a long-term mindset. The agency generates stable, recurring revenue with an exceptional 90% retention rate. Also, this...
Cash Flow: $200,000
Profitable Insurance Agency: $95K annual renewals, only $25K asking pr
Sidney, MT
Established Farmers Insurance Agency - Sidney, Montana This profitable insurance agency represents an exceptional opportunity to acquire a turnkey operation in eastern Montana's growing market....
Cash Flow: $95,000
Turn-Key Insurance Agency in Pleasanton, California
Pleasanton, CA
Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...
CPA Tax Firm for Sale - Tucson, Arizona-$255,000 (virtual operations)
Tucson, AZ
This incredible little firm generates over $225,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant...
Cash Flow: $239,000
Farmers Agency
Littleton, CO
Step into a successful, well-established Farmers Insurance agency with over 30 years of proven performance and growth. Our business is thriving with an experienced, bilingual team, strong client...
6
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 Analyzed | 358 |
| Asking Price | $500,000 |
| 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 Quartile | Median | Upper Quartile |
|---|---|---|
| $250,000 | $500,000 | $955,250 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $231,390 | $120,000 |
| Median | $403,623 | $200,000 |
| Upper Quartile | $802,260 | $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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.00 | 1.82 |
| Median | 1.25 | 2.47 |
| Upper Quartile | 1.67 | 3.25 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $500,000, 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 2.47. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.47 times its annual owner earnings.
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