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...
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
Cash Flow: $104,000
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
Cash Flow: $60,000
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
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
Cash Flow: $283,000
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
Cash Flow: $379,068
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
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
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
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...
$300,000
Cash Flow: $200,000
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
Available Nationwide
White-collar franchise. No holidays or weekends! Twenty-eight years of experience. Commission Express has a working relationship with most Real Estate companies. No license required.
$150,000
See More FranchisesMonmouth 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
Cash Flow: $697,703
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
Cash Flow: $159,464
$110,000
Ottawa County, MI
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
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...
$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…
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...
$540,000
Cash Flow: $203,805
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
Cash Flow: $156,000
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
Cash Flow: $120,000
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
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
Available in Multiple Locations
We are a nationally recognized Bookkeeping firm with a single focus. We provide affordable outsourced bookkeeping services to small and medium-sized businesses.
$50,000
See More FranchisesMarin 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
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
Cash Flow: $100,000
$810,000
Flower Mound, TX
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...
$459,000
Topeka, KS
Established Farmers Insurance. Policies are mainly car and home. Many opportunities to grow. Recent new product that could be offered....
$49,000
Cash Flow: $70,000
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
Cash Flow: $480,000
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
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
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
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
Available Nationwide
Disrupt insurance with our unique business model that leverages industry-leading technology and a client-first approach to access untapped market potential.
$25,000
See More FranchisesHouston, 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...
$285,000
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
$695,000
Raleigh, NC
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
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...
$152,000
Available in Multiple Locations
There is NO better business model that is designed to excel in inflation, recession, and uncertain times. We help you create the ultimate MONTHLY cash flow for years by helping companies save money when they need it. Buy a SMARTER business model, especially NOW.
$23,900
See More FranchisesPhiladelphia, 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
Cash Flow: $23,000
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...
$1,250,000
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
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...
$60,000
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
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.
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
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
$1,596,600
Austin, TX
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
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
Cash Flow: $251,228
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...
$499,000
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
Cash Flow: $4,209,981
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
Cash Flow: $95,000
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...
$345,000
Cash Flow: $148,000
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
Cash Flow: $140,000
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
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...
$395,000
Cash Flow: $132,913
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,...
$195,000
Cash Flow: $88,131
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
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.