Garland, TX
Established Bookkeeping & Tax Preparation Business - Garland, TX This profitable accounting practice, operating since 2015, presents an exceptional opportunity for CPAs seeking to establish their own...
Financial Services Businesses For Sale
Industry Info
Thriving Bookkeeping & Tax Preparation Business for Sale
Established Insurance Agency
Idaho Falls, ID
This is such a great opportunity to run and manage a small business. We will roll out the red carpets to get you trained and ready to reach your fullest potential. Farmers has been in business for...
Cash Flow: $75,000
Highly Profitable, Established CPA Firm in Southern California
Los Angeles County, CA
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...
Cash Flow: $1,177,588
Tampa Bay Area, Florida - Established Allstate Insurance Agency
Hillsborough County, FL
Established Allstate Insurance Agency - Tampa Bay Area Opportunity This well-established Allstate insurance franchise has been serving the Southern Hillsborough County community since 1999, building a...
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...
Profitable West Suburb CPA Practice - $500K+ Revenue
Minnesota
This highly profitable CPA and tax advisory practice serves a loyal, long-tenured client base. The firm processed around 800 returns in the most recent tax season and provides a diversified mix of...
Cash Flow: $249,293
St. Cloud Area CPA Practice - $650K+ Revenue
Minnesota
Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...
Cash Flow: $302,409
Insurance Coverage Expert Witness Firm with Nationwide Clients!
North Las Vegas, NV
Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including...
Cash Flow: $105,663
Akron Sales Management & Portfolio Company
Akron, OH
Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...
Established Burlington Vermont Insurance Agency For Sale
South Burlington, VT
PRICE REVISED TO $1.6M FIRM - Turnkey Allstate Agency with exceptional foundational metrics in a market with high growth potential. 2025 gross revenue 930k $8.66M written and advanced premium -...
CPA Tax and Bookkeeping Practice for sale
Bakersfield, CA
Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...
Cash Flow: $57,040
Established Elite Allstate Agency in Sedona, AZ!
Sedona, AZ
Exceptional opportunity to acquire a well-established, Elite $4M Allstate Exclusive Agency that has served its community for over 12 years. The agency features a loyal, long-tenured customer base,...
250-Location Charleston ATM Portfolio | ~$814K Cash Flow
$2,850,000
Summerville, SC
Liberty Tax Franchises For Sale (2) - Frederick, MD
Frederick, MD
LIBERTY TAX FRANCHISES (2) - FREDERICK, MD Established dual-location Liberty Tax franchise operation serving Frederick County, Maryland's fastest-growing market since 2008. This turnkey opportunity...
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Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency!
Wayne County, MI
Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency! This established Allstate Exclusive Agency has served its community in Southeast Wayne County, MI for more than 40 years,...
Take Iga, CBI, CBB
JRC Advisors I eXp Commercial
Serving Los Angeles County, CA
eXp Commercial forms part of eXp World Holdings, Inc. a cloud-based real estate brokerage serving commercial and residential clients globally – all connected through our virtual platform, eXp World. Amid these uncertain times, eXp World Holdings continues to deliver on our value proposition to our agents, brokers and consumers. In fact, we’ve reported record financial results – having recently achieved our most profitable quarter in our more than 10-year history.
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Established Agency
Long Beach, CA
Established and profitable Farmers Insurance agency located in the highly desirable Long Beach area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...
Residential Appraisal Service Company, opened in early 1980's
Franklin, TN
Established Residential Appraisal Services Company - Operating Since Early 1980s This well-established residential appraisal services company has maintained continuous operations for over four...
Cash Flow: $125,000
CPA Firm Looking for Merger Partners, SLC, UT
Salt Lake City, UT
Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....
EBITDA: $10,000,000
Established book of business with great growth potential
Meridian, ID
This well-established Farmers Insurance franchise, operating since 2011, presents an exceptional opportunity in Idaho's rapidly growing Treasure Valley market. With annual revenue of $181,000 and...
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Cash Flow: $95,000
Established Insurance Agency
Shasta County, CA
ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue...
Cash Flow: $155,651
Highly Profitable San Diego County CPA Practice
Escondido, CA
Revenue Breakdown (7/1/2025 - 6/30/2026): • Individual & Fiduciary Returns: 607 returns at $961.94 average fee: $583,895 • Business Returns: 220 returns at $1,833.72 average fee: $403,419 • Benefit...
Cash Flow: $736,144
Quality CPA Practice for sale
Rockville Centre, NY
Established Long Island CPA practice available for acquisition due to owner retirement. The seller is committed to assisting the buyer for as long as needed to ensure a smooth transition and strong...
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
New Mexico based CPA Tax and Accounting firm ($2M+ revenue)
$3,500,000
Albuquerque, NM
Enterprise Compliance Tax Platform Mission-Critical Scalable
Houston, TX
This confidential acquisition opportunity represents a highly specialized enterprise SaaS platform serving customers operating in heavily regulated industries. The software automates complex tax...
Cash Flow: $381,491
Mission-Critical Enterprise Platform 90%+ Recurring Revenue Low Churn
Tampa, FL
This is a rare opportunity to acquire a highly specialized enterprise platform serving customers operating in complex regulatory and compliance environments. The software is deeply embedded within...
Cash Flow: $397,748
McDonough GA, Elite Allstate Agency for Sale!
Mcdonough, GA
Imagine walking into your own thriving Allstate agency in McDonough, Georgia - a community that's experiencing remarkable growth just south of Atlanta. This isn't just another insurance agency; it's...
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
Full-Service CPA Firm with Labor Union Niche!
New Jersey
This NJ based full-service certified public accounting and business advisory firm serves over 600+ active client relationships across individuals, labor unions, small businesses, trusts, estates, and...
Cash Flow: $533,435
Established Insurance Agency in Plainfield, Illinois
Plainfield, IL
Ready to be your own boss without starting from zero? This 14-year-old Farmers Insurance agency is the perfect "starter" book for a growth-minded entrepreneur. Benefit from a loyal client base and a...
Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA
California
The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...
EBITDA: $3,700,000
Own a Farmers Insurance Agency
Los Angeles, CA
Established. Profitable. Ready for Its Next Owner. Step into ownership of a legacy Farmers Insurance agency with over 15 years of proven success in one of the most desirable and opportunity-rich...
NEW! - Established Insurance Agency with instant renewal and bonuses!
Maple Grove, MN
$3.0M+ in annualized premiums with industry leading business coaching MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL...
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SBA Pre-Qual Marketing Agency | Financial Advisors | 98% Recurring Rev
Tampa, FL
WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition...
Cash Flow: $874,343
Auto and Home Book with high Retention
$110,000
San Jose, CA
Independent Insurance Adjusting Company
Hamilton County, OH
This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $495K with a strong cash flow of $181K. The owner is retiring, offering a unique...
Cash Flow: $174,486
Well-Established South Bay Mercury & P&C Book
Torrance, CA
This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing...
Cash Flow: $486,423
Own a Farmers Insurance Agency in Prime Los Angeles County
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...
*2 Bay Area Farmers Ins Businesses For Sale- $6M Premium Portfolio!*
Marin County, CA
Rare opportunity to acquire one or both established Farmers Insurance agencies in two of California's strongest markets: Mill Valley and San Jose. These turnkey agencies offer immediate revenue,...
Cash Flow: $290,000
Established Central Texas Insurance Agency | Turnkey Farmers Agency
Leander, TX
Turnkey Farmers Insurance Agency | Prime Central Texas Location Don't miss the opportunity to acquire a well-established, turnkey Farmers Insurance agency in one of the fastest-growing regions in...
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Accounting & Tax Firm for Sale - Flagstaff, Arizona
Flagstaff, AZ
Come enjoy cooler temperatures, a slower pace and and a great practice in Flagstaff, Arizona. This firm should do $900,000 in recurring revenue this year and we are asking a 1x multiple on revenue....
Cash Flow: $245,000
Allstate Agency in San Antonio, TX
Universal City, TX
ALLSTATE ELITE AGENCY - UNIVERSAL CITY, TX Established Allstate insurance agency strategically located in Universal City, Texas, positioned in one of the state's fastest-growing markets outside San...
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...
King McCray
Sundial Brokerage
Serving Seminole County, FL
Sundial Brokerage is a full-spectrum business brokerage and M&A advisory firm representing both sellers and buyers across Main Street and lower-middle-market transactions. We guide owners through every stage of a sale — valuation, positioning, confidential marketing, buyer qualification, and close — while helping acquirers source and execute the right deal with discipline. Sundial pairs institutional financial rigor with a hands-on, owner-first approach. Every engagement is built on a simple premise: a business sale is one of the most consequential financial events of an owner's life, and it deserves a strategist who understands both the numbers and the people behind them. Whether you're preparing to exit the business you built or searching for your next acquisition, Sundial Brokerage brings clarity, valuation expertise, and execution to the table — so you transact from a position of strength.
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Independent Insurance Agency with Recurring Revenue
Texas
Established independent insurance agency serving the Dallas–Fort Worth market with a strong reputation for personalized service and recurring commission revenue of approximately $750K per annum. The...
Cash Flow: $442,700
Established Franchise Auto Insurance agency located in NE Dade
Miami, FL
Established Franchise Auto Insurance agency located in NE Dade. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including Std/Non Std auto, home,...
Cash Flow: $115,315
Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income
$348,000
Walnut Creek, CA
NEW PRICE! Allstate Agency in Copperas Cove, TX
Copperas Cove, TX
Fantastic older $2.78M Allstate agency of 35 years with many 20-year plus customers makes for great cross-selling opportunities. This book of business has been community groomed and has a loyal...
Cash Flow: $230,000
Established Farmers Insurance Agency-Houston
Houston, TX
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 Farmers Insurance Agency...
Consulting, Bookkeeping and Accounting Firm
St. Charles, IL
Consulting firm that focuses on serving small and mid size clients with Revenue between $2.0 mil and $40 mil in sales. Serving about 15 clients with top clients accounting for bulk of the revenue....
Cash Flow: $185,000
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...
$1.9mil 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
Self Service POS System Platform for Sale
Broward County, FL
This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon...
Own One of America's Best Small Business Opportunities
Leander, TX
Why This Agency Stands Out Established Farmers Insurance agency with an existing book of business Asking Price: $350,000 Strong recurring renewal revenue Loyal client base with long-standing...
Cash Flow: $500,000
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 | 405 |
| Asking Price | $550,000 |
| Reported Revenue | $485,000 |
| Reported Seller's Discretionary Earnings | $220,500 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $290,000 | $550,000 | $997,000 |
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 | $261,388 | $132,859 |
| Median | $485,000 | $220,500 |
| Upper Quartile | $928,296 | $380,393 |
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 | 1.07 | 2.00 |
| Median | 1.25 | 2.57 |
| Upper Quartile | 1.55 | 3.45 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $550,000, though prices range from under $290,000 to well over $997,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $485,000 and owners earn a median of $220,500, 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 1.07 to 1.55, with a median of 1.25. Earning multiples range from 2.00 to 3.45, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.
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