San Leandro, CA
Own a business brokerage and consulting business in San Leandro under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....
Financial Services Established Businesses For Sale
Industry Info
High-Income Business Brokerage
Business Brokerage & Consulting Business
Thousand Oaks, CA
Own a business brokerage and consulting business in Thousand Oaks under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry...
Premier Business Brokerage Opportunity
Los Angeles County, CA
Own a business brokerage and consulting business in Los Angeles under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....
Established B2B Advisory and Professional Services Firm for Sale
Los Angeles, CA
The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial...
Cash Flow: $3,000,000
Own an Oregon Business Acquisition Company | Business Flipping
Portland, OR
Low Overhead | High Ticket Fee Model | Massive Potential Client Base Think of it as the business version of real estate investing. Instead of houses, this company focuses on privately owned...
Cash Flow: $73,000
Absentee Owner Staffing Agency
Las Vegas, NV
25 years in business Absentee owned business with general manager in place. $51,996 net to owner Priced at only $105,000 Excellent growth prospects Easy to operate Established franchise that offers a...
Cash Flow: $51,996
Established Central NC Coast CPA Firm With Strong Demand
North Carolina
-Purchase price pre-approved by lender -Steady revenue of approximately $1.4M per year -Cash flow to owner over $290,000 -Currently turning away new client inquiries weekly, leaving opportunity for a...
Northeast San Antonio Area Allstate Agency
Schertz, TX
(Price Improvement!!) Located in the rapidly growing Northeast San Antonio market, this established Allstate agency has served the community from the same location for more than 30 years, building...
Bilingual Tax Preparation, Notary, and Document Translation Services
New Haven County, CT
This Connecticut-based professional services business has served its community for more than 15 years and has built a strong local reputation supported by excellent customer reviews and long-standing...
Cash Flow: $146,630
Profitable Tax&Bookkeeping Firm $171K Revenue|Low Overhead| Negotiabl
Kissimmee, FL
Turnkey tax and bookkeeping business with a growing client base, strong cash flow, and extremely low operating costs. Established in 2023, this company has already generated impressive traction with...
Cash Flow: $117,000
Established Bilingual Spanish Agency for Sale in Riverside County, CA
Riverside County, CA
Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in Riverside, CA, this bilingual Spanish agency serves the diverse Riverside,...
A Proven, High Margin Insurance Franchise Agency in South Florida
Broward County, FL
For sale is a well established franchise insurance agency that has served its South Florida community for more than 16 years from the very same prime, high traffic plaza. Known for its strong ties to...
Cash Flow: $196,502
Established Insurance Book of Business | $225K Est. 2025 Income | FL
Palm Coast, FL
Established Insurance Book of Business | $225k estimated income | Palm Coast, FL Asking Price: $299,999 Business Overview -Exceptional opportunity to acquire an established insurance book of business...
Profitable Tax Business In Albany NY
$250,000
Albany, NY
Farmers Insurance Agency
Westminster, CO
Well-Established Farmers Insurance Agency. Here's an exceptional opportunity to acquire a successful, owner-operated Farmers Insurance agency located in the Westminster area. Built on trust,...
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Prime Opportunity to own an Allstate agency with multi-state footprint
South Carolina
***PRICE ADJUSTMENT*** NOW: $1,290,000 Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your...
Rob Amerine
The Rock Bridge Group
Serving El Paso County, CO
At The Rock Bridge Group (formerly known as The FBB Group), we specialize in the sale and acquisition of privately owned businesses throughout Colorado’s Front Range — including Denver, Colorado Springs, and surrounding markets. Whether you're preparing to sell your business or looking to invest in one, our experienced team provides expert guidance at every stage of the transaction. We take pride in delivering strategic solutions, personalized service, and successful outcomes for both sellers and buyers. With deep market knowledge and a proven process, we help bridge the gap between opportunity and success.
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Franchise Tax Preparation with Accounting Services
Temecula, CA
Turnkey Tax Franchise in Temecula – Proven Profitability Opportunity Overview: Take ownership of a thriving, highly profitable tax preparation franchise located in the heart of Temecula, CA. With a...
Cash Flow: $70,000
Nationwide financial services lending business
Little Rock, AR
Picture yourself running a thriving financial services business from the comfort of your home office. This established franchise financing advisory has been helping entrepreneurs achieve their dreams...
Cash Flow: $175,000
Gain instant scale in the insurance agency industry
Harris County, TX
Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...
Cash Flow: $625,000
Established Insurance Agency for Sale – Allstate Opportunity in PA
Chester County, PA
Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....
Established Insurance Agency for Sale – Allstate Opportunity in PA
Allegheny County, PA
Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....
Established Insurance Agency for Sale – Allstate Opportunity in PA
Luzerne County, PA
Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....
Farmers Insurance Agency
Westlake Village, CA
Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...
Great Revenue & Net Income That Cash-Flows Every Month
Travis County, TX
Established Farmers Insurance Agency in Travis County, TX, generating $6.7 million in annual premiums with exceptional cash flow of $560,000. This turn-key operation offers a rare opportunity to...
2
Cash Flow: $560,000
Public-Sector Accounting Practice w/ Long-Term Subcontracting Revenue
$305,000
Dallas County, TX
$1.5M Insurance Agency | Greater Greenville, SC | P&C Business
Greenville County, SC
Lean independent insurance agency in Greater Greenville with an approximately $1.5M P&C book generating ~$150K in annual revenue. The portfolio is heavily focused on personal lines, with 85% auto and...
$3M Insurance Agency | Near DFW, TX | Established P&C Business
Erath County, TX
This well-established independent insurance agency represents an exceptional opportunity in the thriving Central Texas market. With approximately $3 million in Property & Casualty premiums generating...
$1M+ Insurance Agency | Greater Autin Area, Texas | P&C Business
Williamson County, TX
Fast-growing independent insurance agency serving the Central Texas market with an approximately $1M P&C book generating ~$120K in annual revenue. The commercial-focused portfolio includes Commercial...
Profitable Michigan Health MGA with Established Agent Network
Oakland County, MI
Established in 2003, this Michigan-based health insurance distribution platform operates as a Managing General Agency (MGA) focused on recruiting, onboarding, supporting, and servicing independent...
EBITDA: $2,083,000
Virtual Virginia-Based CPA Practice for Sale [SALE PENDING]
Waynesboro County, VA
* CURRENTLY UNAVAILABLE - SALE PENDING DUE DILIGENCE * BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm...
Cash Flow: $125,346
Established Temecula Insurance Agency — $1.5M Premium Book
Riverside County, CA
After 37 successful years as an insurance agent, the owner is ready to retire and is offering an excellent opportunity to acquire a well-established agency in Temecula, California. The agency has...
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Check Cashing Store
Richmond, VA
This is a rare opportunity to purchase a long established financial services business, with the flexibility to either lease or purchase the commercial building it operates from. For more than 40...
Cash Flow: $138,417
Established Farmers Agency | Opportunity for Growth-Minded Owner
Kent, WA
Established Farmers Insurance Agency | Turnkey Growth Opportunity An established Farmers Insurance agency with approximately $4.7 million in annual premium and an established book of business is now...
Cash Flow: $175,000
Thriving Bookkeeping & Tax Preparation Business for Sale
Garland, TX
Established Bookkeeping & Tax Preparation Business - Garland, TX This profitable accounting practice, operating since 2015, presents an exceptional opportunity for CPAs seeking to establish their own...
Established Insurance Agency
Idaho Falls, ID
This is such a great opportunity to run and manage a small business. We will roll out the red carpets to get you trained and ready to reach your fullest potential. Farmers has been in business for...
Cash Flow: $75,000
Independent Insurance Agency
$4,200,000
Iowa
Highly Profitable, Established CPA Firm in Southern California
Los Angeles County, CA
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...
Cash Flow: $1,177,588
Tampa Bay Area, Florida - Established Allstate Insurance Agency
Hillsborough County, FL
Established Allstate Insurance Agency - Tampa Bay Area Opportunity This well-established Allstate insurance franchise has been serving the Southern Hillsborough County community since 1999, building a...
Established Farmers Insurance Agency Available
Brea, CA
Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...
Established Farmers Insurance Agency Available (Need to Sell ASAP)
Colorado Springs, CO
Established Farmers Insurance Agency for Sale in Colorado Springs This turnkey Farmers Insurance agency presents an exceptional opportunity for a licensed insurance professional or growth-minded...
Profitable West Suburb CPA Practice - $500K+ Revenue
Minnesota
This highly profitable CPA and tax advisory practice serves a loyal, long-tenured client base. The firm processed around 800 returns in the most recent tax season and provides a diversified mix of...
Cash Flow: $249,293
St. Cloud Area CPA Practice - $650K+ Revenue
Minnesota
Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...
Cash Flow: $302,409
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...
Cash Flow: $105,663
Akron Sales Management & Portfolio Company
Akron, OH
Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...
Luke Middendorf, CBB
Sacramento Business Brokers
Serving Sacramento County, CA
Sacramento Business Brokers represents owners selling businesses across Greater Sacramento. Founded by Luke Middendorf, CBB, the firm pairs in-depth deal marketing with proactive buyer outreach, reaching prospective buyers who aren't actively searching but will act on the right opportunity. The seller is at the center of every engagement, handled with the discretion a confidential sale requires. Most firms list a business and wait. Sacramento Business Brokers builds a deeper Confidential Information Memorandum, positions the business the way a buyer evaluates it, and finds the buyer through built prospect lists, professional networks, and direct outreach. The result is a wider field of buyers and a better chance of reaching the right one. The firm works with business owners in the $500K to $5M range across Greater Sacramento, including Placer and El Dorado counties, and selectively elsewhere in California. We handle every inquiry in strict confidence.
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Established Burlington Vermont Insurance Agency For Sale
South Burlington, VT
PRICE REVISED TO $1.6M FIRM - Turnkey Allstate Agency with exceptional foundational metrics in a market with high growth potential. 2025 gross revenue 930k $8.66M written and advanced premium -...
CPA Tax and Bookkeeping Practice for sale
Bakersfield, CA
Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...
Cash Flow: $57,040
43+ Year Neighborhood Business with Diversified Revenue Streams
$400,000
Philadelphia, PA
Established Elite Allstate Agency in Sedona, AZ!
Sedona, AZ
Exceptional opportunity to acquire a well-established, Elite $4M Allstate Exclusive Agency that has served its community for over 12 years. The agency features a loyal, long-tenured customer base,...
Liberty Tax Franchises For Sale (2) - Frederick, MD
Frederick, MD
LIBERTY TAX FRANCHISES (2) - FREDERICK, MD Established dual-location Liberty Tax franchise operation serving Frederick County, Maryland's fastest-growing market since 2008. This turnkey opportunity...
2
Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency!
Wayne County, MI
Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency! This established Allstate Exclusive Agency has served its community in Southeast Wayne County, MI for more than 40 years,...
Established Agency
Long Beach, CA
Established and profitable Farmers Insurance agency located in the highly desirable Long Beach area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...
Residential Appraisal Service Company, opened in early 1980's
Franklin, TN
Established Residential Appraisal Services Company - Operating Since Early 1980s This well-established residential appraisal services company has maintained continuous operations for over four...
Cash Flow: $125,000
CPA Firm Looking for Merger Partners, SLC, UT
Salt Lake City, UT
Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....
EBITDA: $10,000,000
Established book of business with great growth potential
Meridian, ID
This well-established Farmers Insurance franchise, operating since 2011, presents an exceptional opportunity in Idaho's rapidly growing Treasure Valley market. With annual revenue of $181,000 and...
6
Cash Flow: $95,000
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 Analyzed | 405 |
| Asking Price | $550,000 |
| Reported Revenue | $485,000 |
| Reported Seller's Discretionary Earnings | $220,500 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $290,000 | $550,000 | $997,000 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $261,388 | $132,859 |
| Median | $485,000 | $220,500 |
| Upper Quartile | $928,296 | $380,393 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.07 | 2.00 |
| Median | 1.25 | 2.57 |
| Upper Quartile | 1.55 | 3.45 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $550,000, though prices range from under $290,000 to well over $997,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $485,000 and owners earn a median of $220,500, 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 1.07 to 1.55, with a median of 1.25. Earning multiples range from 2.00 to 3.45, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.
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