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Financial Services Established Businesses For Sale

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Unlock Financial Freedom: Profitable Opportunity - Money Coach Group

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

$60,000

Cash Flow: $145,823

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Allstate Agency in Douglasville, GA

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

$1,600,000

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Allstate Agency in Cedartown, GA

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

$299,000

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BUSINESS FUNDING SERVICE Business - $900K a year profit potential

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

$120,000

Cash Flow: $430,000

Lead Generation Agency | Financial Services & Marketing Sectors

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

$1,250,000

Cash Flow: $333,419

Farmers Insurance agency

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...

6

$340,000

$340,000

Cash Flow: $170,000

Turn-Key Business Opportunity With Excellent Growth Potential- Arizona

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

$1,050,000

UNDER CONTRACT - Fully Remote Established Tax/Bookkeeping Practice

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

$75,000

Cash Flow: $40,000

Rapidly Growing CPA Firm with 40+% Cash Flow in Central California!

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

$3,750,000

Profitable Insurance Agency in Lauderdale Lakes, Florida for Sale

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

$1,300,000

Highly Profitable, Absentee-Run Money Exchange Business

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

$1,700,000

Cash Flow: $350,000

Allstate Insurance Agency in Lexington County, SC

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

$79,000

Full Service Accounting Firm For Sale

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

$614,000

Cash Flow: $187,498

REAL ESTATE INCLUDED

56 Year-Old Land Development and Finance Company

$21,000,000 - Georgia

$21,000,000

Georgia

Established Farmers Insurance Agency

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

$190,000

Cash Flow: $70,000

Established Insurance Agency for Sale in Stanton

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

$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.

Contact Me >

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Profitable Repossession Company with 16-Year Track Record in Savannah

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

$925,000

Cash Flow: $180,000

Full Service Accounting Firm in Northeast Colorado Springs

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

$295,000

Cash Flow: $100,000

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...

$1,450,000

$1,450,000

Help business owners exit and help buyers become business owners!

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

$100,000

Cash Flow: $100,000

Semi-Virtual CPA Firm - Chandler, Arizona - $1.95 Million

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

$1,950,000

Cash Flow: $603,000

Financial Services Business with Recuring Income

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

$131,900

Cash Flow: $149,716

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

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

Top Business Brokerage/ M&A Firm – Key LA Territory & Active Pipeline

$1,200,000 - Los Angeles County, CA

$1,200,000

Los Angeles County, CA

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

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

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

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

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,...

$200,000

$200,000

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

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

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

$385,000

$385,000

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

$75,000

$75,000

Cash Flow: $70,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Meade Wallman

United Franchise Group

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...

$50,000

$50,000

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

Profitable CPA Firm 37 Years In Operation

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

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

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

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

EBITDA: $440,000

Turn Key Opportunity in Houston

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...

3

$400,000

$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

Contact Me >

Contact me
AGGRESSIVE NEW PRICE! Allstate Agency in Falls Church, VA

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

$320,000

Cash Flow: $120,000

Profitable Springfield Allstate Agency

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

$735,000

Farmers Insurance Agency – Oceanside, CA

$2,100,000 - Carlsbad, CA

$2,100,000

Carlsbad, CA

Established $5.7M Allstate Agency in Booming Mooresville, NC

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

$1,125,000

Established Independent Adjuster Business For Sale

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

$225,472

Cash Flow: $90,189

ATM ROUTE - Profitable Passive Income Turnkey Business Opportunity

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...

3

$50,000

$50,000

Cash Flow: $25,000

Cloud Based Technology-Driven Accounting & CFO Services Firm (PENDING)

*******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

$3,829,342

Farmers Insurance Agency: Prime Opportunity - Chicago Suburbs

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...

4

$339,000

$339,000

ATM Business for Sale

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

$150,000

Cash Flow: $52,000

Top 1% Allstate Agency for SALE

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...

2

$5,200,000

$5,200,000

Cash Flow: $1,620,000

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.