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Financial Services Businesses For Sale

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Allstate Agency in New Braunfels, TX

New Braunfels, TX

Rare opportunity to acquire an Elite Allstate agency in booming New Braunfels, TX. Over $3.5MM in premium (and growing), this agency offers a solid foundation, loyal customer base, and is perfectly...

$900,000

$900,000

Cash Flow: $395,000

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Fort Walton Beach, Florida-Prime Opportunity: Established Allstate Age

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

$1,800,000

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Premier Nashville Insurance Agency – Ideal Owner-Operator

Sumner County, TN

This well-established Allstate agency offers a rare and attractive opportunity to acquire a profitable, high quality $5.4 million earned premium book in the heart of one of Tennessee’s fastest-growing...

$1,275,000

$1,275,000

Cash Flow: $270,649

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Sticky Enterprise SaaS Mission-Critical Platform 90% Recurring Revenue

Tampa, FL

This is a rare opportunity to acquire a deeply embedded enterprise SaaS platform operating at the intersection of regulatory compliance, financial reporting, and workflow automation. The software is...

$5,500,000

$5,500,000

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...

$145,000

$145,000

Mountain Brook, Alabama - Allstate Agency for Sale.

Mountain Brook, AL

Imagine stepping into your own thriving Allstate insurance agency in Mountain Brook, Alabama - one of the state's most prestigious markets. This isn't just another business opportunity; it's your...

$1,300,000

$1,300,000

10 Mn Book of Business Insurance Agency for sale in West Palm Beach,FL

West Palm Beach, FL

Business Overview: • Profitable insurance agency with strong client retention and diversified carrier relationships. • Portfolio Mix: 70% Personal Lines, 30% Commercial Lines • Client Retention:...

$2,720,000

$2,720,000

Jewelry & Collateral Lending

Surrey, BC

Surrey, BC (2 locations) This business is 100% compliant in a highly-regulated industry, with clean books and pristine operations. The current owner (a businessman with a stellar reputation) works...

$3,950,000

$3,950,000

EBITDA: $1,318,337

Premium Allstate Agency for Sale – Prime Location & Loyal Client Base

San Jose, CA

Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...

$1,375,000

$1,375,000

Established Health Insurance Book | Recurring Commissions

Clark County, WA

This opportunity represents a turnkey acquisition of an established Medicare and individual health insurance book generating recurring, carrier paid commissions and continuous referrals from a long...

$800,000

$800,000

Cash Flow: $236,458

1.2M Book of Business Insurance Agency for sale in Orlando, Florida

Orange County, FL

$1.2M book of business P&C insurance agency, operating since 2011, with strong referral network within the Indian business community, established walk-in traffic and location recognition, diversified...

$225,000

$225,000

Long-Term Thriving Agency For Sale

Boise, ID

Picture stepping into your own insurance agency right here in the Boise, Idaho area. The Treasure Valley is one of the fastest growing, most dynamic markets in the Northwest. Instead of starting from...

$525,000

$525,000

Cash Flow: $275,000

Elite Agency in Highly Sought-After Denver Suburb Greenwood Village!

Greenwood Village, CO

ELITE AGENCY IN GREENWOOD VILLAGE, CO • Established Allstate Agency in Operation Since 2019 • Earned Premium Book of $2,650,000 • Strong Retention Ratio of 88% & Exceptional Loss Ratio of 21% •...

$550,000

$550,000

Established Business Brokerage Territory

$91,000 - Calloway County, KY

$91,000

Calloway County, KY

Judah Dishington

United Franchise Group

Established Insurance Agency with instant renewal revenue and bonuses!

Hennepin County, MN

MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE...

2

$340,000

$340,000

Why Buy One Business When You Can Own the Firm That Sells Them All?

Oakland County, MI

If you have been deep in the search for the right business to buy, consider a pivot. You have likely discovered that strong cash-flowing businesses are rare, expensive, and often come with an SBA loan...

2

$75,000

$75,000

Cash Flow: $150,000

Stefanie Bergmann

Luxe Properties

Serving Miami-Dade County, FL

SOUTH FLORIDA Business Broker

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Georgia - Personal lines Insurance Agency (Virtual - 90% retention)

Gwinnett County, GA

Well-established insurance agency with proven systems and exceptional retention metrics. It serves a diverse, bilingual client base with a strong focus on standard personal auto and homeowners...

$170,000

$170,000

5M Book of Business Insurance Agency for sale around Houston, Texas

Brazoria County, TX

$5M Book with 85%+ Retention P&C insurance agency with two Houston-area retail offices, strong walk-in traffic, and a diversified personal/commercial book positioned for continued growth under new...

$1,100,000

$1,100,000

Meemic & AAA Agency with Excellent Loyalty & Retention Rates in MI!

Midland County, MI

Founded in 2006, this well-established dual-carrier insurance agency has built a strong, loyal client base over nearly two decades. This agency’s consistently strong growth – driven by refined systems...

$595,000

$595,000

Independent Insurance Agency

Polk County, IA

This is an established independent insurance agency with a diversified book across commercial and personal lines. Revenue is largely recurring, supported by long-term client relationships and strong...

$4,200,000

$4,200,000

Cash Flow: $522,232

Worker’s Comp Insurance Carrier

Miles City, MT

The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance....

$20,000,000

$20,000,000

Cash Flow: $94,580

CPA Firm

Jefferson County, NY

Well established CPA Firm with excellent growth potential. Located in Jefferson County NY, near Fort Drum Army installation. Virtual office utilizing Thompson Reuters SAAS....

$540,000

$540,000

Well-Established Estrella Insurance Franchise For Sale

Hallandale Beach, FL

Take ownership of a well-established Estrella Insurance Franchise now operating from a newly secured location along the US-1 corridor in Hallandale Beach. The relocation was executed as part of a...

6

$355,000

$355,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

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....

$1,000,000

$1,000,000

Established Insurance Agency

Round Rock, TX

Round Rock, TX

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

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....

$500,000

$500,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

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....

$750,000

$750,000

Farmers Insurance Agency

Westlake Village, 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...

$420,000

$420,000

Stop Competing. Start Leading. Be the Big Fish

Waukesha 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...

$90,000

$90,000

SE Ohio Accounting and Tax Practice established 30+ years

Ohio

This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet...

$275,000

$275,000

Cash Flow: $91,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

Allstate Agency in Hamburg, NY

Hamburg, NY

Rare opportunity to acquire a well-established Allstate Elite-level agency with a 25-year history in the same location in the highly desirable Hamburg, New York market. This $3.76M book of business...

$750,000

$750,000

Cash Flow: $270,000

Allstate Agency in Northern SC

Union County, SC

This 22 year, mature, well-groomed $6.16M Pro-Level Allstate agency offers immediate, consistent revenue to help drive growth. Adding to its appeal are highly experienced staff which will help the...

$1,100,000

$1,100,000

Cash Flow: $300,340

Allstate Agency in Northern NY State

Monroe County, NY

This is a tenured, loyal book of business with over 50 years of ownership between all owners. This loyal customer base allows for existing relationships and market presence to build new business and...

$975,000

$975,000

Cash Flow: $400,000

Reoccurring Revenue - Established Farmers Insurance Agency For Sale

Parker, CO

Own a Highly Scalable Insurance Agency with Unprecedented Corporate Financial Backing Stop looking at low margin retail businesses and heavy inventory franchises. If you are an elite sales operator,...

$225,000

$225,000

Well established credit Card processing portfolio for sale. Easy to ru

$200,000 - Los Angeles, CA

$200,000

Los Angeles, CA

Established 50 year ELITE Allstate Insurance Agency!

New York

This well-established Allstate Insurance agency boasts over 50 years of history, demonstrating long-term stability and a strong reputation in the local market. This is a great opportunity to purchase...

$729,000

$729,000

Cash Flow: $234,000

Established Bookkeeping & Accounting Services Firm – Wake County NC

Wake County, NC

This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term...

$500,000

$500,000

Cash Flow: $203,283

Great Location Established Personal Lines Agency

Tumwater, WA

Picture yourself walking into your own insurance agency in the heart of Aberdeen's bustling downtown district. This established personal lines agency offers you the perfect opportunity to step into a...

$225,000

$225,000

Cash Flow: $155,000

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...

$50,000

$50,000

Accounting & Tax Preparation business for sale in Florida

Sarasota, FL

Established Accounting and Tax Preparation Practice for sale in Sarasota, Florida. This well-established accounting and tax preparation firm operates as a home-based practice serving clients...

$110,000

$110,000

Cash Flow: $80,004

Hard Money, Asset-Based Lending Company

This opportunity represents the acquisition of a well-established hard money, asset-based lending platform with a durable track record across multiple market cycles. Operating primarily in two states,...

Not Disclosed

Cash Flow: $1,800,000

Allstate Insurance Agency – Lakeway, TX

Lakeway, TX

Turnkey opportunity to acquire a well-established Allstate insurance agency located in the highly desirable Lakeway / West Austin market (Next to LTHS & BSW Hospital). This agency services a stable...

$700,000

$700,000

Cash Flow: $190,000

Experience Real Estate Franchise and Building for Sale

REAL ESTATE INCLUDED

Elgin, IL

Imagine yourself stepping into a thriving real estate legacy that's been the heartbeat of Kane County for over 40 years. You'll be acquiring more than just a business - you're getting four decades of...

$595,000

$595,000

Cash Flow: $57,000

REAL ESTATE INCLUDED

David Miller

Comprehensive Business Brokers, LLC

Serving Monroe County, IN

At Comprehensive Business Brokers we’re the place where everyone’s story is worth hearing and where hard work and dreams receive the respect and care they deserve. Where we pull out all the stops on resources, experience and most importantly trust so that we not only get the job done, but give you the confidence that your best interests are in good hands. Because like you, we’re independent business people and believe that providing honest guidance leads to our client’s success.

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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...

$249,000

$249,000

Debt Collection

Illinois

Long established debt collection agency in Southern IL with existing contracts in place, employees in place that are likely to stay and has history of profitability seller says. This is an opportunity...

$250,000

$250,000

Cash Flow: $144,624

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

583 – SBA Pre-Approved Established HR and Payroll firm

Austin, TX

The business offers human resources consulting and managed services designed to help organizations effectively manage their employees, processes, and compliance requirements. The firm assists clients...

$1,200,000

$1,200,000

Cash Flow: $391,244

B2B Executive Engagement Platform for Sale

Manhattan, NY

A premium, membership-based B2B executive engagement platform connecting senior enterprise decision-makers with technology and professional-services sponsors. The Company delivers curated digital and...

Not Disclosed

Not Disclosed

Cash Flow: $1,131,055

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....

$300,000

$300,000

Cash Flow: $185,000

Turnkey Profitable Ins Agency for Sale – Bloomington, MN | $26K+/month

Minneapolis, MN

ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE WITH AN EXIT STRATEGY? Buy a turnkey Farmers Insurance Agency for sale in Bloomington, MN. Asking...

$499,000

$499,000

Cash Flow: $313,000

Philidelphia PA! Allstate for Sale!

Philadelphia, PA

Imagine walking into your own thriving Allstate agency in Philadelphia – one that's been successfully serving customers since April 2000. This isn't just another insurance agency; it's your ticket to...

$850,000

$850,000

Allstate Agency in Broken Arrow, OK

Broken Arrow, OK

This 7-year-old, built from scratch, $1.89M Pro-Level Allstate Agency is ideal for a merger or a new business opportunity as it is a remote agency only. Oklahoma is a great location for continued...

$280,000

$280,000

Established Insurance Agency with Growth Potential

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$675,000

$675,000

Cash Flow: $134,876

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 Analyzed358
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 QuartileMedianUpper 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.

BoundRevenueSeller’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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.001.82
Median1.252.47
Upper Quartile1.673.25

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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