Westminster, CO
Established Home-Based Accounting Practice - Westminster, CO This well-established accounting practice, operating continuously since 1996, presents an exceptional opportunity for an entrepreneur...
Financial Services Businesses For Sale
Industry Info
Fee Accounting practice
$150,000
Cash Flow: $100,000
Profitable Hallandale Estrella Insurance Franchise For Sale
Hallandale Beach, FL
Turnkey Estrella Insurance franchise with a strong, active book of business and outstanding brand recognition. Located in a high-traffic, high-visibility area of Hallandale Beach, the office benefits...
4
$385,000
Farmers Insurance
Topeka, KS
Established Farmers Insurance. Policies are mainly car and home. Many opportunities to grow. Recent new product that could be offered....
2
$75,000
Cash Flow: $70,000
CPA Firm For Sale - Retiring Owner - Minimal Owner Involvement
Austin, TX
Are you tired of working for someone else? Or ready to start your own firm? This CPA firm was established in Austin, TX in 2010, is a well-regarded accounting practice specializing in tax preparation...
$1,199,000
Cash Flow: $406,572
SCA Appraisal Franchise San Diego
San Diego, CA
You are your own boss. You create your own hours. You can create your own book of business outside of SCA. You are guaranteed a foundation of work from which you can build on. All you need is a cell...
$50,000
Ft Myers Accounting Firm for Sale
Fort Myers, FL
ESTABLISHED ACCOUNTING & TAX PRACTICE - FORT MYERS, FL This profitable accounting and tax practice presents an excellent acquisition opportunity for practitioners looking to expand their client base...
$275,000
Cash Flow: $100,000
Profitable CPA Firm 37 Years In Operation
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....
$189,875
Cash Flow: $115,275
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
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
EBITDA: $440,000
Turn Key Opportunity in Houston
Established Farmers Insurance Agency in Houston, TX presents an exceptional turn-key opportunity in the thriving Houston market. Business Highlights: - Established franchise with proven business model...
3
$400,000
AGGRESSIVE NEW PRICE! 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...
$320,000
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
Top Business Brokerage/ M&A Firm – Key LA Territory & Active Pipeline
$1,200,000
Los Angeles County, CA
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
Albert Soto
True Inmobiliaria
Serving Los Angeles County, CA
We believe the role of a real estate agent is to guide and support, never to push or rush the process. We listen for as long as it takes to understand a client’s goals and objectives. Then, we put ourselves in their shoes to create a plan to meet those goals and objectives, devising solutions to any problems that may stand in the way. We also understand that buying or selling real estate can be a challenging, emotional experience. As your dedicated partner on this journey, we share our knowledge with you and provide you with the tools necessary to make informed decisions with ease and clarity. When you work with us, we work for you. Our client-first approach has resulted in us being named among America’s Best REALTORS® by Newsweek and ranking in the top 2% of all Orange County REALTORS® in 2020. We’ve also won Orange County Magazine’s prestigious All-Star award for three years straight. That’s because our passion is homeownership and its ability to elevate your lifestyle and create generational wealth. Our job is to find options for you while working with a level of transparency and integrity not always seen in this industry. We’re ready to assist with all your real estate needs, and we promise to be the true representatives of your best interests.
Contact me
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
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
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
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
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
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
$800,000
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
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...
$4,200,000
Cash Flow: $1,719,602
Allstate Elite Agency for Sale in Western Suffolk County New York
Suffolk County, NY
An excellent opportunity to acquire a successful Allstate agency. Even in difficult times, this particular agency has done well due to high retention and favorable renewals. The present staff of four...
$2,700,000
EBITDA: $563,332
Well established independent insurance agency in Pinellas County
Pinellas County, FL
Well established independent insurance agency in Pinellas County for sale. Most of what they offer are employee benefit ancillary lines & executive benefits including group disability, executive...
$600,000
Cash Flow: $335,550
SALE PENDING! Allstate Agency in Forsyth County, NC
Forsyth County, NC
This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...
$749,000
We Buy Houses Territories in Texas
Fort Worth, TX
We Buy Houses® Territories Across Texas [Package] Cut Out the Middleman – Get Direct-to-Seller Deals Territories & Population Insights Dallas–Fort Worth Metro — Population: ~5.1 million Houston Metro...
$250,000
Cash Flow: $179,092
Business Law Firm-repeat clients 1 times gross
Houston, TX
The firm provides Business / Contracts/ International Law / Tax Consulting and Tax Preparation, Real Estate, Estate planning, Probate matters and miscellaneous services. Countries with whom the Firm’s...
$625,000
Cash Flow: $551,078
Farmers Insurance Agency – Oceanside, CA
$2,100,000
Carlsbad, CA
FL Based P&C Insurance Agency For Sale
Belleview, FL
This Agency offers a prime growth opportunity for prospective Buyers. Buyers with existing direct appointments especially those with larger portfolios, may experience an immediate increase in...
$390,000
Cash Flow: $80,000
Rio Grande Valley Coaching Franchise Opportunity
Texas
This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...
$420,000
Retiring Agent Book For Sale
Clark County, WA
Second generation agency for sale. Great location and base revenue to build off with an established book of heavy personal lines insurance and high retention. Agency owner willing to stay on as paid...
$215,000
Cash Flow: $121,000
Established CPA Practice with Growth Potential-SBA Pre-Qualified
Baldwin County, AL
This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...
$965,000
Cash Flow: $450,000
Mercury Book of Business for Growth Potential!
Tarzana, CA
Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...
$599,000
Cash Flow: $234,500
Consulting Practice – NW Houston & The Woodlands
Houston, TX
Step into a turnkey value growth consulting practice with a nationally recognized brand. This business serves the thriving business community of The Woodlands and Northwest Houston—two of the...
$40,000
Cash Flow: $160,456
Consulting Firm with Built-In Funding Source
Florida
This business coaching and consulting firm is revolutionizing how entrepreneurs scale and strategize. The owner’s custom software and coaching programs combine high-impact strategy with powerful,...
Not Disclosed
Cash Flow: $900,000
Profitable South Florida Precious Metals Dealer
Fort Lauderdale, FL
Profitable South Florida precious metals dealer poised for growing reach and profitability. Over $4.5m in 2024 revenue and $1.3m in Q1 2025. Strong competitive advantages including proprietary...
$600,000
Cash Flow: $232,370
John N. Lee
Landmark Realty Group
Serving Dallas County, TX
Contact me
Independent Insurance Adjusting Company
Hamilton County, OH
This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $1.1M, with a strong cash flow of $360K. The owner is retiring, offering a unique...
$1,100,000
Cash Flow: $366,918
Check Cashing and Tax Prep in DMV
Fairfax County, VA
Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...
$400,000
Cash Flow: $200,000
ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue
$192,000
Tampa, FL
Established Farmers Insurance Agency Longstanding High Retention Book
Lacey, WA
We have a 2 million premium agency for sale with an established office and cliental ready for new blood and leadership to come in and take advantage of a disruptive yet highly competitive market...
$305,000
Cash Flow: $110,000
Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials
Sangamon County, IL
Central Illinois Tax practice This is a great opportunity to purchase a established tax practice with long standing clients. The practice has seen year over year growth. Owner is willing to support a...
$165,000
Turnkey Business Brokerage
Gwinnett County, GA
Own a well-established business brokerage in one of the fastest-growing areas of Gwinnett County, GA. This turnkey operation follows a proven business model with multiple revenue streams and is backed...
$45,000
Established Business Brokerage - Rare Opportunity!
Kings County, NY
Step into a thriving, turnkey business brokerage backed by a nationally recognized brand with 40+ years of industry leadership. Located in one of New York’s most vibrant and diverse markets, this...
$76,000
Business Coaching and Consulting for Small to Mid Sized Businesses
Dallas County, TX
We specialize in working with small and mid-sized businesses to dramatically boost their value, using a proven system that focuses on increasing profitability, streamlining operations, and setting the...
$45,000
Cash Flow: $160,457
Lucrative Business Brokerage with Multiple Revenue Streams
Gwinnett County, GA
This is a premium opportunity to acquire an established business brokerage territory, strategically positioned in Atlanta's affluent southern suburbs. This turnkey operation offers a proven business...
$60,000
Lucrative Business Consulting Firm for Sale
Clark County, NV
This is a premium opportunity to acquire an established exit planning and business valuation consultancy in the thriving Henderson/Las Vegas market. Operating with a virtual business model, this...
$58,000
Cash Flow: $160,457
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.
