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Financial Services Businesses For Sale

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Industry Info
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Jackson, WY - ATM route for sale

Jackson, WY

6 ATM Locations in the Jackson, WY area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $10,000 (YES $10,000) Buyer must join ACFN ATM franchise program. Franchise...

6

$10,000

$10,000

Cash Flow: $16,000

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Premier High Performing Allstate Agency in Greenville SC
Asset Sale

Mauldin, SC

LF Insurance Agency is a well-established Allstate Exclusive agency located in Mauldin, South Carolina, within the rapidly growing Greenville-Anderson-Mauldin metropolitan area. The business...

$800,000

$800,000

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Premier High Performing Allstate Agency in Rhode Island
Asset Sale

Tiverton, RI

Established, high-performing Allstate Exclusive insurance agency serving Newport County, Rhode Island, with extended reach into Providence and Fall River, MA. This turnkey operation includes 3,182...

$1,250,000

$1,250,000

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Strategic Acquisition Opportunity of a M&A Boutique Firm
Asset Sale

Established M&A Boutique Firm - Asset Sale Opportunity A rare opportunity to acquire the valuable assets of a successful boutique M&A advisory firm with nearly 25 years of operation in the thriving...

3

$250,000

$250,000

Side Hustle or Full Time Cost Reduction Business!
Asset Sale

Suffolk County, MA

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$68,000

$68,000

Established Insurance Adjusting Firm with Recurring Revenue & Scala
Asset Sale

Polk County, FL

This established insurance adjusting company operates in a high-demand sector, providing essential services within the insurance claims process. The business has built a strong operational foundation...

$1,999,999

$1,999,999

21325158 Established Performance-Based Consulting Franchise
Asset Sale

Phoenix, AZ

This established performance-based consulting franchise offers a structured, low-overhead business model built on measurable client results and aligned incentives. Operating under a globally...

$55,000

$55,000

Contracted Solar Project in Development – Long-Term Solar SSA
Asset Sale

Maricopa County, AZ

This opportunity consists of an 825 kW distributed generation solar project located in the Phoenix, Arizona metropolitan area. The project is in advanced development with a fully executed 20 year...

4

$3,052,500

$3,052,500

Turnkey Digital Asset & Securities Exchange-Scalable FinTech Platform
Asset Sale

Florida

Confidential offering of a next generation multi asset exchange platform engineered to support public equities, private placements, IPO participation, tokenized securities, funds, real assets, and...

$30,000,000

$30,000,000

Estate Sales Franchise w/ 50% In House Financing & Health Insurance!
Asset Sale

Cincinnati, OH

Low-Cost, High-Reward Franchise Opportunity – Own Your Future! This is your chance to step into a booming, recession-resistant industry with a franchise model built for both first-time entrepreneurs...

$57,500

$57,500

Stop Paying Rent. Start Building Equity
Real Estate Only

San Antonio, TX

The American Dream: own your building while tenants pay your mortgage. The Setup 15,200 SF total | 5,600 SF for your use | Lighted corner at De Zavala & Parksite Woods | 17,550 CPD | C-3 zoning | 70...

2

Not Disclosed

Not Disclosed

Well Established CPA Firm in SLO CA
Real Estate Only

San Luis Obispo, CA

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong...

Not Disclosed

Not Disclosed

Start A Six-Figure Business Coaching Practice
Start Up

Own a turnkey business coaching practice backed by a complete, proven operating system, without the six-figure buy-in, ongoing royalties, or territory restrictions that come with a traditional...

5

Not Disclosed

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

Farmers Insurance Agency – Recurring Revenue & Growth Opportunity
Start Up

This is a unique opportunity to launch and grow your own agency with the backing of a nationally recognized brand through the Farmers Insurance Retail Agency Program in Michigan. Unlike purchasing an...

Not Disclosed

Fully Automated Online Lending in Dallas, Austin, Houston Texas
Start Up

Exclusive Dallas, Austin, Houston Territories Online Lending Platform Opportunity TaxCash presents a turnkey franchise opportunity for the Dallas, Austin, Houston markets featuring a fully automated...

2

$160,000

$160,000

Tyler Evans

So-Cal Business Brokers

Serving Los Angeles County, CA

Seller Representation Only! We represent sellers, not buyers, and have been doing it for over 30 years and have an outstanding 90+% Success Rate! We encourage you to spend time on our website ( www.so-calbusinessbrokers.com ) as it is our means of sharing a lot of vital information that can help you avoid mistakes and maximize your transaction. At a minimum, view and understand The Best Possible Transaction and The Sales Process and you will know more than 90% of the people who want to sell their businesses and a lot more than most business brokers. We concentrate our coverage in Southern California with a major emphasis on Orange County, San Diego County and Los Angeles County and we do not charge an ‘up-front’ fee. Many in this industry charge for valuations, industry reviews, ‘packaging’, expenses, etc. and our sole compensation is a Success Fee that is paid when your transaction closes —- in essence, we only get paid when you get paid and if we can’t sell your business at a price and upon terms acceptable to you, then you do not owe us a dime!

Contact Me >

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Digital personal loans provider with instant access to funds
Start Up

SoonLoan represents a compelling digital lending startup opportunity in the rapidly growing alternative finance sector. This fully digital consumer lending platform specializes in providing...

Not Disclosed

The “Polymarket for Women” – Turnkey Prediction Platform
Start Up

ForecastHer.ai is a turnkey, pre-launch forecasting and prediction platform focused on women’s health, culture, and emerging femtech trends. The platform allows users to forecast outcomes on curated...

6

$195,000

$195,000

Farmers Insurance Agency
Start Up

Opportunity to open Insurance Agency In the San Fernando Valley/Ventura County area! The benefits: • New Business Commissions of up to 300% • Support from District Office and Territory team,...

Not Disclosed

Insurance Consulting! 80% Recurring Revenue! 738k Net! 265k Down!

Monmouth County, NJ

JUST FELL OUT OF CONTRACT!!!!!!! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by...

$2,500,000

$2,500,000

Cash Flow: $731,000

Northwest Richmond Metro CPA Practice For Sale

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2026 revenues expected around $320,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

$375,000

Two-Partner CPA Firm for Sale in North Charlotte

North Carolina

-30+ years of referral-only growth across a diverse industry client base -Revenue stable at approximately $1.38M for three consecutive years -$548,100 cash flow at a 40% margin in 2025 -Both partners...

$1,500,000

$1,500,000

North Bay, ON. CPA, Tax and Bookkeeping Practice for Sale.

Ontario

Alan Liverman is pleased to introduce: • Established in 1991, this experienced and respected CPA practice offers a comprehensive suite of income tax and bookkeeping services tailored to both...

$449,000

$449,000

Cash Flow: $165,000

NW of Kansas City CPA Practice For Sale

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $540,000! • Service mix includes tax (77%) and accounting (23%)....

$625,000

$625,000

Lucrative Consulting Business

$55,000 - DuPage County, IL

$55,000

DuPage County, IL

Thomas McKeen

United Franchise Group

Raleigh CPA Practice For Sale

Wake County, NC

• Seller retiring but willing to assist buyer in transitioning clients. • 2026 revenues estimated to be over $725,000! • Revenues comprised of individual and business tax (74%) and accounting/client...

$895,000

$895,000

Well-Established CPA Firm in Bucks County, Pennsylvania

Pennsylvania

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven...

$600,000

$600,000

Nassau County CPA Practice For Sale

Nassau County, NY

• Seller is transitioning out of accounting industry. Willing to provide transition assistance for as long as needed to help ensure a smooth client transition. • Yearly practice revenues around...

$450,000

$450,000

Southwestern IL Tax & Accounting Practice for Sale - #IL6399

Illinois

This long-established accounting and tax practice for sale in the heart of Southwestern Illinois generates approximately $986,000 in annual gross revenue. The practice has built a loyal and...

$740,000

$740,000

CPA Firm for Sale with Bilingual Client Base and 47% Revenue Growth

Texas

-Bilingual (English/Spanish) full-service firm with a differentiated community presence in one of the fastest-growing markets in the country -Revenue grew 47% over two years, from $2,764,299 in 2023...

$7,200,000

$7,200,000

North of Atlanta Tax Practice For Sale

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $435,000. • Primarily a tax practice with limited annual...

$550,000

$550,000

Well-Established CPA Practice for Sale – Cleveland Suburb, Ohio

Cuyahoga County, OH

This well-established CPA practice has served clients since 1993, offering a comprehensive range of services including live payroll, sales tax, CFO services, bookkeeping, accounting, compiled...

$733,818

$733,818

Plymouth, MA CPA Practice for Sale

Plymouth, MA

This premium CPA practice for sale in Plymouth, Massachusetts is projected to gross approximately $1,675,000 in 2026! Over the years, the seller has cultivated a specialty for providing uniquely...

$1,950,000

$1,950,000

North Dallas, TX Semi-Virtual CPA Practice for Sale

Dallas, TX

The clients included in this sale are loyal, high-quality, consisting primarily of individuals, professionals and the mix of businesses should continue to provide opportunities for continued growth...

$340,000

$340,000

100% Virtual Tax Prep Company

Pottawatomie County, OK

Business Description An exceptional opportunity to acquire a thriving, 100% virtual tax practice dedicated to serving local businesses and individual taxpayers. Established with a foundation of...

$237,000

$237,000

Cash Flow: $145,000

Great Home and Auto book of business to build off

$150,000 - Fremont, CA

$150,000

Fremont, CA

Doug Runyon

District 79-06

Mount Dora, FL Allstate Agency for Sale!

Mount Dora, FL

Exceptional Opportunity: Long-Established Allstate Agency for Sale in Mount Dora, Florida Since 1997, this mature Allstate insurance agency has built a solid foundation in one of Central Florida's...

$950,000

$950,000

EBITDA: $228,722

Insurance FMO Agency

The Company is a national field marketing organization (FMO) that connects insurance carriers, agencies, and independent agents by providing access to a wide range of insurance products and support...

Not Disclosed

Not Disclosed

EBITDA: $1,150,000

Tax & Acctg Practice- Long-standing, Turn-key!

Hancock County, ME

This unique and niche Financial Services company started in 1992 and has been going strong for over 30 years! The company provides tax, financial, and consulting services to a wide variety of business...

$390,000

$390,000

Cash Flow: $185,000

20+ Year Established National Brand Tax Prep Business

Fort Collins, CO

This is an existing 20+ year national franchise tax prep business located in thriving Ft Collins, CO. We have the highest Google rating in the area and has an experienced staff and great support from...

$200,000

$200,000

Cash Flow: $60,000

Profitable $1.8MM CPA Firm with Staff for sale listing WI1134

Outagamie County, WI

Practice Details: Retiring owners are seeking a qualified Buyer for this profitable CPA practice. In business over 25 years with a loyal and well-established client base. Owners willing to offer...

$2,000,000

$2,000,000

Cash Flow: $500,000

Fully Licensed Brazilian Multiple Bank

Brazil

This transaction represents a rare opportunity to acquire a long-established, fully regulated banking institution with active international transaction capabilities, scalable infrastructure, and...

$69,000,000

$69,000,000

Turn-Key Established South Florida Insurance Agency | $1M+ Commissions

Miami-Dade County, FL

A rare opportunity to acquire a dominant, multi-line insurance agency and brokerage with more than four decades of continuous operation in one of South Florida's highest-premium insurance markets....

$4,500,000

$4,500,000

Cash Flow: $1,128,386

Allstate Agency in Tarrant County (Texas)

Tarrant County, TX

Established Allstate agency in Tarrant County generating $751,970 in annual revenue from a $6.4M written premium book. The agency services 2,011 policies-in-force and maintains an 84.69% retention...

$1,300,000

$1,300,000

Lutz Lehmann

Magnus Business Group

Serving Los Angeles County, CA

We work for you! Selling a business is a complex task and doing it on your own as a business owner might backfire. We at Magnus Business Group have sold many businesses and focus all resources in one direction only, to complete a successful transaction. Many details need to be considered before a business will be offered on the market. There are financial, tax, legal, HR, and other aspects to look at. A unique tailored strategy is essential to achieve the best outcomes. We are dedicated to going above and beyond and working closely with business owners and all shareholders to get a deal done. We have worked in a corporate environment with up to 1,000 employees and functioned as CEO and COO in companies with 50 and 100 employees in different industries. Insides at how companies work in manufacturing, warehouse/distributions, automotive, construction, and technology contribute to all of our successfully sold businesses. Companies we are working with are located in the greater Los Angeles area reaching all the way to San Louis Obispo, Palm Springs, and Palmdale, and includes Orange County. We sell businesses with an EBITDA of a minimum of $500k and a revenue range between $5MM and 50MM.

Contact Me >

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Insurance Agency in South Los Angeles, 30 years in business. Staffed

Long Beach, CA

Imagine walking into a thriving insurance agency that's been serving the South Los Angeles community for three decades. This isn't just any agency - it's an Elite Status Allstate location with...

$1,500,000

$1,500,000

Cash Flow: $540,000

Insurance Agency Allstate Captive 3 Locations LA Cty, Orange Cty, Rive

Santa Ana, CA

Imagine yourself owning a thriving Allstate Insurance Agency that's been serving customers across three prime California markets since 2008. You'll be stepping into a well-established operation...

$7,500,000

$7,500,000

Turnkey Business Consulting Territory

$55,000 - Union County, NJ

$55,000

Union County, NJ

Thomas McKeen

United Franchise Group

Established 30-Year Insurance Agency for Sale | Strong Book of Busines

Miami, FL

ESTABLISHED 30-YEAR INSURANCE AGENCY FOR SALE | STRONG BOOK OF BUSINESS Well-established and profitable independent insurance agency with 30 years of operating history serving the Miami, Florida...

$750,000

$750,000

Cash Flow: $214,945

Lyon County Tax Practice For Sale

Lyon County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $340,000! • Service mix includes tax (84%) and accounting (16%)....

$340,000

$340,000

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...

$298,000

$298,000

Cash Flow: $105,663

Virtual Sacramento CA CPA Tax Practice for Sale

Sacramento County, CA

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA • This practice was established in 2003 • Software used is Lacerte • Approximately 185 individual tax returns with an...

$675,000

$675,000

Cash Flow: $225,000

Southwest Colorado CPA Practice for Sale

Colorado

- Solo, tax-focused CPA practice - 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting - Cash flow to owner before potentially duplicate expenses is...

$185,000

$185,000

High Plains TX CPA Practice for Sale

Texas

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping - Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes...

$1,020,000

$1,020,000

North Central San Antonio TX CPA Practice for Sale

Bexar County, TX

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business) - Cashflow to the owner before potentially duplicate expenses is...

$1,860,000

$1,860,000

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 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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