Chester County, PA
Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...

Chester County, PA
Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...
$60,000
Cash Flow: $145,823

Douglasville, GA
Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...
$1,600,000

Cedartown, GA
This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...
$299,000

Duncans Mills, CA
EXCLUSIVE LICENSING RIGHTS to a 23-year-old established funding service business that has helped hundreds of new owners purchase their business without the need for any bank loans. And they received...
$120,000
Cash Flow: $430,000
Tampa, FL
WebsiteClosers® presents a cutting-edge B2B Lead Generation Company that has become a formidable player in both the Financial Services and Marketing sectors. With a specialization in cold email...
$1,250,000
Cash Flow: $333,419
Denver County, CO
Thriving Farmers agency with 12 plus years of operations. Tenured staff with the CSR/ producer being here the entire time. Devoted long-term clients with a heavy focus on P&C as well as commercial and...
$340,000
Cash Flow: $170,000
Flagstaff, AZ
Are you looking for a turn-key business opportunity with excellent growth potential, located in the highly desired state of Arizona? This established, $4,400,000 premium, agency is located in...
$1,050,000
Larimer County, CO
Established Tax and Bookkeeping Practice - Fully Remote Operation This well-established accounting practice offers an exceptional opportunity for buyers seeking a profitable, location-independent...
$75,000
Cash Flow: $40,000
California
* Both young owners are willing to stay on for the right situation. One wants to continue working in the business. * Premium Fees $2,343 for business return and $1,200+ for individual returns (half...
$3,750,000
Fort Lauderdale, FL
The agency has a high cross selling opportunity and is located in a booming market of Lauderdale Lakes, Florida. The agency has a high future growth potential and has 90% client retention rate....
$1,300,000
Miami-Dade County, FL
Excellent absentee Owner business 16 YEARS in Business with a special niche of offering currency exchange for locals, corporations, travel agencies, tourists, and banks referrals. Great locations...
$1,700,000
Cash Flow: $350,000
Lexington County, SC
$654K in premiums! A rare opportunity to purchase a successful Allstate agency in Lexington County, South Carolina - without all of the initial startup costs and concerns. This agency has an...
$79,000
REAL ESTATE INCLUDED
Josephine County, OR
The business is a full-service accounting firm licensed in rural Oregon. The Company offers a broad range of services for business owners, executives, independent professionals, individuals and...
$614,000
Cash Flow: $187,498
$21,000,000
Georgia
Lilburn, GA
Excellent opportunity to purchase a well-established book of business with an historic 85% retention of existing clients over the past 6 years. Purchase an existing book of business with immediate...
$190,000
Cash Flow: $70,000
Stanton, CA
Established Farmers Insurance Agency – Stanton, CA | Well-Established | Turnkey Opportunity Business Overview Take advantage of a rare opportunity to acquire a profitable, long-standing Farmers...
$120,000
Cash Flow: $79,000
Eric Singer
Future In Franchises
Serving Multnomah County, OR
I sold my vending business in 2010 after 30 years of service to the Portland and Salem metro areas. Today, I assist other business owners in the process of selling ones business and getting top dollar. My experience will help you in avoiding costly mistakes, while bringing the buyer and seller to a closing that works for all parties.. I provide assistance with the valuation of your business, writing an informative and engaging listing, presenting you with offers, into negotiations, and closing. Feel free to download the 'Ten Steps to Selling your Business' at my website: https://www.investinginthenorthwest.com/selling-your-business-or-franchise Click on the '10 step precess to selling your business' to enter your email and into a landing page to access the document or contact me directly.
Savannah, GA
Operating since 2009, this highly reputable repossession and asset recovery company has built a strong presence in the Southeast, servicing Georgia and South Carolina. The business specializes in the...
$925,000
Cash Flow: $180,000
Colorado Springs, CO
This firm offers both individual and business tax planning, preparation, and consulting. Additional services include payroll, bookkeeping, Quickbooks setup/management, etc. With nearly $400K gross...
$295,000
Cash Flow: $100,000
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...
$1,450,000
Oakland County, MI
If you are interested in business brokering without owning a brokerage (becoming an agent of the office), you are also welcome to fill out the form. This is an active, ongoing brokerage actively...
$100,000
Cash Flow: $100,000
Chandler, AZ
This CPA firm presents an exceptional opportunity for acquisition, featuring virtual operations, full staff, and real estate. The practice forecasts $1.5 million in gross revenue for 2025 and is...
$1,950,000
Cash Flow: $603,000
Greenville, SC
Imagine stepping into a business that practically runs itself while delivering steady, predictable income month after month. This established insurance agency is designed for someone like you who...
$131,900
Cash Flow: $149,716
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
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
$1,200,000
Los Angeles County, 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
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
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
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
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,...
$200,000
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
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
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
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...
$385,000
Topeka, KS
Established Farmers Insurance. Policies are mainly car and home. Many opportunities to grow. Recent new product that could be offered....
$75,000
Cash Flow: $70,000
$60,000
Muscogee County, GA
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...
$50,000
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
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
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
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
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
EBITDA: $440,000
Established Farmers Insurance Agency in Houston, TX presents an exceptional turn-key opportunity in the thriving Houston market. Business Highlights: - Established franchise with proven business model...
$400,000
Peter Sideris
Century 21 Rauh & Johns
Serving Gloucester County, NJ
For all your commercial and residential needs. It is my 20th year in Real Estate. I also am a former owner of 14 businesses and this is why I help many to sell their properties and Businesses in New Jersey
Falls Church, VA
This Allstate Agency comes with a stable and loyal customer base in a great area just outside of Arlington, VA! Growth potential and a high retention rate at 85% are driving this agency towards...
$320,000
Cash Flow: $120,000
Sangamon County, IL
A rare opportunity to acquire a profitable, well-established Allstate agency in Springfield, Illinois. With $3.9 million in earned premium, solid retention, and a low loss ratio, this agency is a...
$735,000
$2,100,000
Carlsbad, CA
Iredell County, NC
A rare opportunity to acquire a $5.7 million premium Allstate agency in Mooresville, NC—a rapidly growing, family-friendly suburb just north of Charlotte. Priced at $1,125,000, this agency offers an...
$1,125,000
Connecticut
This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be...
$225,472
Cash Flow: $90,189
Riverside County, CA
Own a profitable 18 locations ATM route business in the high-traffic, tourist-heavy Coachella Valley, home to world-renowned events like the Coachella and Stagecoach Music Festivals! This is a rare...
$50,000
Cash Flow: $25,000
*******Received 200+ inquiries - Currently under LOI. If you are a buyer or investor that is actively looking to acquire a practice, we’d be happy to assist. Please feel free to send us your...
$3,829,342
This established Farmers Insurance Agency represents a prime acquisition opportunity in the growing Chicago suburb's, Illinois market. Operating continuously with a proven track record, the agency has...
$339,000
Philadelphia, PA
This home-based ATM business operates 13 machines in high-traffic locations throughout Philadelphia, including grocery stores, breakfast shops, and a beauty supply store. The business generates...
$150,000
Cash Flow: $52,000
Dallas, TX
Elite Allstate Agency with fully built-out systems across growth, operations, lead generation, recruiting, payroll, and HR. Turnkey operation with consistent organic growth and minimal owner oversight...
$5,200,000
Cash Flow: $1,620,000
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.