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Financial Services Established Businesses For Sale

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Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

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Turnkey Ins Agency – Sauk Centre, MN – $5K/Month Revenue

Sauk Centre, MN

Own a profitable insurance agency for sale in Sauk Centre, MN generating about $5,000 in monthly revenue with excellent client retention. This is a perfect entry point into the residual income,...

$90,000

$90,000

Cash Flow: $60,000

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Farmers Insurance Agency

Josephine County, OR

Established Agency for Sale in beautiful Josephine County. There are business opportunities, and then there are Farmers business opportunities. If you’re an entrepreneurial minded individual looking...

$240,000

$240,000

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NEW PRICE! Allstate Agency in Central Alabama

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

$975,000

Cash Flow: $283,000

Established Tax & Accounting Business | Loyal Clients, Owner Support

Scottsdale, AZ

This tax and accounting firm delivers strong profit margins, consistent revenue, and a loyal client base built entirely through referrals. With no current marketing, demand remains high — a clear...

$995,000

$995,000

Cash Flow: $379,068

Prime Haverhill, MA Allstate Agency

Essex County, MA

Don’t miss this rare opportunity to own a quality $1.7M premium Allstate agency in the desirable Haverhill, MA market. This book is built on loyal, long-term clients and delivers consistent...

$280,000

$280,000

Farmers Insurance Agency For Sale in Anaheim Hills, Ca

Anaheim, CA

Established Farmers agency for sale in Anaheim Hills. Client base is predominantly Arabic speaking. Option to take over office space that has been occupied by a Farmers agent for over 20 years....

$192,000

$192,000

Allstate Agency: Prime Opportunity just outside of Nashville

Sumner County, TN

This established, $2.2M, Allstate Insurance Agency is located just North of Nashville, with approval for TN and KY! It has a solid reputation and a loyal client base. The agency benefits from...

$425,000

$425,000

MOTIVATED SELLER – $2.5M Premium / $20K/Month Revenue – Stillwater, MN

Stillwater, MN

Turnkey insurance agency for sale in Stillwater, MN with $2.5 million in premium and about $20,000/month in revenue from a loyal, established client base in Stillwater, MN. This profitable book of...

3

$300,000

$300,000

Cash Flow: $200,000

Allstate Agency in Grand Rapids, MI

Grand Rapids, MI

Ideal Allstate Agency to get started in the insurance industry or to merge with an existing agency. This $1.5M premium, eight-year old agency is currently in Elite status and earned bonus level in...

$315,000

$315,000

Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down!

Monmouth County, NJ

Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas...

$2,500,000

$2,500,000

Cash Flow: $697,703

Established Tax & Accounting Practice

Mercer County, PA

Established tax and accounting practice offering comprehensive tax and accounting services. This established business has built a trusted reputation for delivering accurate, timely, and personalized...

$335,000

$335,000

Cash Flow: $159,464

West Michigan-Based Tax Preparation Business

$110,000 - Ottawa County, MI

$110,000

Ottawa County, MI

Established Agency in La Mirada

La Mirada, CA

Established Farmers Insurance Agency For Sale in La Mirada! This is a great opportunity to purchase an established book of business with uncapped earnings potential. Insurance background required to...

$212,000

$212,000

Insurance Agency for Sale - Over $2M in Annual Premium!

Tucson, AZ

Here’s your opportunity to own a well-established Farmers Insurance agency based in sunny Tucson, Arizona. Serving clients throughout Southern Arizona, this agency has built a solid reputation for...

4

$300,000

$300,000

Cash Flow: $160,000

Claudia Smith

Murphy Business Northwest, Inc

Serving King County, WA

Murphy is a highly respected national business brokerage firm with global reach! We have sold nearly every type of business in every industry! Our experience as business brokers, outstanding level of knowledge, and our broad network of business contacts assure your ultimate satisfaction. We manage a comprehensive range of services that includes: Sales of privately held businesses Mergers and acquisitions Business valuations Appraisals of machinery and equipment Commercial real estate and business consulting And more…

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High-Earning Tax Franchise – Semi-Absentee Friendly!

Greensboro, NC

This thriving tax prep business combines serious cash flow with a laid-back, high-energy vibe. Known locally for its friendly service and strong results, the business is built on repeat clients, a...

3

$540,000

$540,000

Cash Flow: $203,805

Established Profitable Accounting and Tax Preparation Business

Colorado

This accounting and tax perparation business serves over 400 clients across the United States and enjoys excellent return business. The ideal buyer would be an enrolled agent with the IRS (an EA) with...

$465,000

$465,000

Cash Flow: $156,000

Farmers Insurance Agency Book of Business for Sale LA / OC

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA and OC area. This opportunity includes a book of business with approximately $1.8 million in annual premiums across a strong mix of Home,...

$150,000

$150,000

Cash Flow: $120,000

High-Income Potential Business Brokerage – Exclusive Territory

Santa Cruz County, CA

An outstanding opportunity to acquire an exclusive and well-established business brokerage territory in one of California’s most economically diverse and opportunity-rich regions. This territory...

$91,000

$91,000

National CPA & Advisory Firm Virtual Operations 80% Recurring Revenue

Florida

This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...

$7,000,000

$7,000,000

Financial Planning & Marketing App for Financial Advisory Firms

Marin County, CA

This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a...

$500,000

$500,000

Fee Accounting practice

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...

$150,000

$150,000

Cash Flow: $100,000

Elite Allstate Agency DFW Flower Mound, Texas Book Only

$810,000 - Flower Mound, TX

$810,000

Flower Mound, TX

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

$459,000

$459,000

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

$49,000

$49,000

Cash Flow: $70,000

Established Allstate Agency – Grossing $900K / Netting $480K

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

$2,500,000

Cash Flow: $480,000

Turn-Key Insurance Agency in New Caney, Tx

New Caney, TX

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...

$250,000

$250,000

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

$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...

$65,000

$65,000

Established Health Insurance Block of Business

Boca Raton, FL

Most agency listings offer an over-priced book of business. This is priced correctly to ensure you get your ROI & have the correct foundation to grow. We are offering a fully built and operational...

$350,000

$350,000

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...

2

$285,000

$285,000

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

$275,000

Cash Flow: $100,000

Established Insurance Business For Sale

$695,000 - Raleigh, NC

$695,000

Raleigh, NC

Van Daughtry

Van Daughtry Consulting, LLC

Profitable CPA Firm – 37 Years – Must Speak Vietnamese

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

$189,875

Cash Flow: $115,275

Established Agency for Sale - Turn Key

Sandpoint, ID

Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...

2

$152,000

$152,000

Philadelphia, PA - ATM route for sale

Philadelphia, PA

12 ATM Locations in Philadelphia, PA area - All high-end Hotels - making $23,000/yr NET (outside of Gas and time) for sale for $45,000 Buyer must join the ACFN ATM franchise program. Franchise program...

$45,000

$45,000

Cash Flow: $23,000

Queens Office building for Sale or Lease

Queens, NY

Dental Practice for Rent/ Lease, Dental Business for Rent includes Well established practice and 2 Operatory Rooms, Panorex XRay machine plus other equipments,Option to buy the building with 3 Rental...

6

$1,250,000

$1,250,000

Established Agency is Now Available In Highly Sought-After Katy, TX!

Harris County, TX

This established $4,950,000 premium agency is situated in the highly sought-after Houston suburb of Katy, TX. The agency owner has built a successful business and is seeking a suitable successor to...

$950,000

$950,000

Save Time & Money....Turnkey Insurance Agency

Miami, FL

Are you looking for a turnkey business opportunity with immediate revenue potential and long-term stability? Look no further. We’re offering a proven, franchise-backed insurance agency with a strong...

3

$60,000

$60,000

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

$2,250,000

Cash Flow: $562,817

Chase Busenbark

First Choice Southeast

Serving St. Louis County, MO

Sell Your Business - Now is the right time to consider selling your business. Business Valuation - Market Price Analysis. Merger & Acquisition Services - M & A Advisors. Business Custom Search - Buyers, you have the money, now let's find you the right business! Transactional Guidance - There is a safe course to chart the process of successfully buying or selling.

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Captive Allstate Book of Business with Significant Growth Potential

Hubbard, OH

CAPTIVE ALLSTATE INSURANCE AGENCY - HUBBARD, OH Established in 1994, this well-positioned Allstate insurance agency presents an exceptional opportunity for growth-minded buyers in Trumbull County....

$400,000

$400,000

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

$4,500,000

Cash Flow: $1,700,000

297-ATM Empire Generates $570K+ Annually

$1,596,600 - Austin, TX

$1,596,600

Austin, TX

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

$1,159,400

Medicare Agency Growing in the Suburban Northwest

Eugene, OR

With a previous background in insurance, the Seller opened this independent agency in 2014 and built it from the ground up. By emphasizing personalized service and trust, there are now 770 policies in...

$822,000

$822,000

Cash Flow: $251,228

Turn Key Opportunity with established processes

Magnolia, TX

Established Farmers Insurance Agency in Magnolia, TX presents an exceptional turn-key opportunity in the thriving NW Houston market. This franchise operation has built an impressive $2.9 million...

3

$499,000

$499,000

California Property Tax Consultants

California

Founded in 2011, this property tax consulting firm helps commercial property owners in two large California Counties reduce their tax bills. The company charges only if it secures savings for clients,...

$22,000,000

$22,000,000

Cash Flow: $4,209,981

CPA Practice in Flagstaff - Balanced Client Mix, Underserved Market

Flagstaff, AZ

This well-established CPA firm in Flagstaff offers a balanced mix of tax preparation, bookkeeping, payroll, financial reporting, and fiduciary services. The firm serves a wide range of clients,...

$200,000

$200,000

Cash Flow: $95,000

Established Business Ready to Grow! (Tulsa-Oklahoma City)

Oklahoma

This is a great agency to come into the business and cover expenses so you can grow income while increasing agency value. You can enter into an industry that is recession-proof and has unlimited...

3

$345,000

$345,000

Cash Flow: $148,000

Online Education for Stock Options Trading

Sussex County, DE

This business only requires a part-time commitment (5 to 10 hours per week). Owner is confident that he can teach you over the first six to twelve months; the skills needed to be successful with the...

$325,000

$325,000

Cash Flow: $140,000

Large Independent Insurance Chain w/Franchise Model

Atlanta, GA

Explore the opportunity to acquire one of the Southeast’s premier Independent Insurance Agency Chains. This thriving business operates on a robust franchise model, offering both retail and shared...

Cash Flow: $7,094,594

Proven Staffing Biz | $132K Cash Flow + Expansion Potential

St Lucie County, FL

Profitable staffing franchise with $132K in cash flow, national brand power, and an experienced recruiter already in place. With a focus on sales and business development, a driven owner can scale...

6

$395,000

$395,000

Cash Flow: $132,913

Turnkey Tax Prep Business: Well Established & Growing

Fort Collins, CO

Liberty Tax of Fort Collins, CO, is a well-loved, recession-resistant business that's been serving the community for 20 years. With low overhead, steady revenue growth, and flexible ownership options,...

4

$195,000

$195,000

Cash Flow: $88,131

Amazing Investment Opportunity !

Gorham, ME

For Sale is a Boutique CPA Firm in Gorham, Maine Maine CPA is selling a practice comprised of tax preparation for individuals (64%), tax preparation for business entities (28%) and accounting and tax...

$90,000

$90,000

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:

  

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.