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Financial Services Established Businesses For Sale

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Thriving Manchester Allstate Agency Has It All!

Manchester, NH

Looking for a high-quality, established Allstate agency with loyal clients and strong fundamentals? You’ve found it. This long-standing agency in Manchester, New Hampshire manages a clean, profitable...

$800,000

$800,000

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Turn-Key Opportunity Seeking Immediate Cash Flow

San Pablo, CA

This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...

3

$369,000

$369,000

Cash Flow: $234,000

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Turnkey Business Brokerage Opportunity

Rankin County, MS

Step into ownership of a turnkey business brokerage franchise backed by over 40 years of national brand recognition and success. Now available in the growing and opportunity-rich Jackson, MS market,...

$84,999

$84,999

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FL Based P&C Insurance Agency For Sale

Belleview, FL

This Agency offers a prime growth opportunity for prospective Buyers. Buyers with existing direct appointments especially those with larger portfolios, may experience an immediate increase in...

$390,000

$390,000

Cash Flow: $80,000

Canadian Business Coaching Franchiser

Alberta

For sale is a business coaching franchiser acquired in 2018 by the current ownership group. It is currently one of the fastest-growing regions in the franchise global network. The company focuses on...

$4,200,000

$4,200,000

Cash Flow: $1,093,958

Rio Grande Valley Coaching Franchise Opportunity

Texas

This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...

$420,000

$420,000

Buy One, a Few or do a Startup

Albuquerque, NM

We have 4 smaller established agencies for sale or take advantage of our 300% monthly bonus program and build your own brand. No start up or franchise fees. License fees to the state are less than...

$450,000

$450,000

Insurance Agency for sale!

Milpitas, CA

Outstanding opportunity gem of a $1,851,000 in in-force premium(as of 4/28/2025) Farmers Insurance Agency in growth-rich state of California! With a high retention rate this agency won't b-available...

5

$165,000

$165,000

Cash Flow: $110,000

Retiring Agent Book For Sale

Clark County, WA

Second generation agency for sale. Great location and base revenue to build off with an established book of heavy personal lines insurance and high retention. Agency owner willing to stay on as paid...

$215,000

$215,000

Cash Flow: $121,000

Motivated Seller!!! Allstate Agency in SE Pennsylvania

Delaware County, PA

Seller ready to move on this well-established, $2.67M Pro-Level, 25-year Allstate Agency nestled in the suburban area of Philadelphia, PA. Excellent retention and highly trained staff make this agency...

$540,000

$540,000

Established CPA Practice with Growth Potential-SBA Pre-Qualified

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

$965,000

Cash Flow: $450,000

Mercury Book of Business for Growth Potential!

Tarzana, CA

Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...

$750,000

$750,000

Cash Flow: $234,500

Consulting Practice – NW Houston & The Woodlands

Houston, TX

Step into a turnkey value growth consulting practice with a nationally recognized brand. This business serves the thriving business community of The Woodlands and Northwest Houston—two of the...

$40,000

$40,000

Cash Flow: $160,456

Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue

$12,000,000 - Clayton, NC

$12,000,000

Clayton, NC

Marty M. Fahncke

Westbound Road, LLC

Life and Medicare Insurance Book of Business

Georgia

Read the ad entirely....Turn-key insurance book of business for sale! Includes approx. Over 220 active Life insurance policies and Medicare clients, offering consistent recurring revenue and...

$199,000

$199,000

Cash Flow: $67,247

Consulting Firm with Built-In Funding Source

Florida

This business coaching and consulting firm is revolutionizing how entrepreneurs scale and strategize. The owner’s custom software and coaching programs combine high-impact strategy with powerful,...

Cash Flow: $900,000

BizEx Business Brokers

BizEx Businesss Brokers

Serving Los Angeles County, CA

Selling businesses is difficult, as many business owners who try to sell their business on their own find out. They typically don’t know what the market value of their business is; how to prepare their business for sale for the highest price; how to find, qualify, and take buyers through a process that will generate competitive offers; respond to letters of intent, manage legal resources; get financing for the acquisition; complete due diligence; or address the many issues that emerge that can sink a deal. This process often takes nine to twelve months to complete. Hiring a business broker will simplify the process significantly, but who do you trust? The BizEx website can answer many of your executive-level questions. It includes our very popular free online business valuation calculator, the business sales process, how to choose a business broker, and other challenges. Once you’ve done your research, take advantage of our free business evaluation and consultation. We’ll dig deeper into those elements of your business that drives value, and help you make sense of everything you’ve learned. During this process, you should gain a fair idea of our professionalism and trustworthiness. We don’t charge an upfront fee. We’re success fee driven. BizEx was established in 2005 and is now one of the largest Business Brokerages in Los Angeles.

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Profitable South Florida Precious Metals Dealer

Fort Lauderdale, FL

Profitable South Florida precious metals dealer poised for growing reach and profitability. Over $4.5m in 2024 revenue and $1.3m in Q1 2025. Strong competitive advantages including proprietary...

$600,000

$600,000

Cash Flow: $232,370

Independent Insurance Adjusting Company

Hamilton County, OH

This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $1.1M, with a strong cash flow of $360K. The owner is retiring, offering a unique...

$1,100,000

$1,100,000

Cash Flow: $366,918

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

Check Cashing and Tax Prep in DMV

Fairfax County, VA

Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...

$400,000

$400,000

Cash Flow: $200,000

Established Farmers Insurance Agency Longstanding High Retention Book

Lacey, WA

We have a 2 million premium agency for sale with an established office and cliental ready for new blood and leadership to come in and take advantage of a disruptive yet highly competitive market...

$305,000

$305,000

Cash Flow: $110,000

Profitable Payment Processing Business w/ Strong Growth Potential

Georgia

This successful and established payment processing business offers a rare opportunity for buyers seeking a profitable venture in a booming industry. With an impressive $900 million in annual...

$5,980,000

$5,980,000

Cash Flow: $697,683

Financial Service Business with Recurring Income

Fishers, OH

If you're great with people and have a drive to build something meaningful, this insurance agency could be your next step. Represent a wide selection of nationally ranked carriers. Offer your clients...

$84,900

$84,900

Cash Flow: $162,568

Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials

Sangamon County, IL

Central Illinois Tax practice This is a great opportunity to purchase a established tax practice with long standing clients. The practice has seen year over year growth. Owner is willing to support a...

$165,000

$165,000

DC/Baltimore ATM Business For Sale

$195,000 - Maryland

$195,000

Maryland

Turnkey Business Brokerage

Gwinnett County, GA

Own a well-established business brokerage in one of the fastest-growing areas of Gwinnett County, GA. This turnkey operation follows a proven business model with multiple revenue streams and is backed...

$45,000

$45,000

Established Business Brokerage - Rare Opportunity!

Kings County, NY

Step into a thriving, turnkey business brokerage backed by a nationally recognized brand with 40+ years of industry leadership. Located in one of New York’s most vibrant and diverse markets, this...

$76,000

$76,000

Business Coaching and Consulting for Small to Mid Sized Businesses

Dallas County, TX

We specialize in working with small and mid-sized businesses to dramatically boost their value, using a proven system that focuses on increasing profitability, streamlining operations, and setting the...

$45,000

$45,000

Cash Flow: $160,457

Lucrative Business Brokerage with Multiple Revenue Streams

Gwinnett County, GA

This is a premium opportunity to acquire an established business brokerage territory, strategically positioned in Atlanta's affluent southern suburbs. This turnkey operation offers a proven business...

$60,000

$60,000

Lucrative Business Consulting Firm for Sale

Clark County, NV

This is a premium opportunity to acquire an established exit planning and business valuation consultancy in the thriving Henderson/Las Vegas market. Operating with a virtual business model, this...

$58,000

$58,000

Cash Flow: $160,457

SEMI PASSIVE, CASH FLOWING, PROFITABLE ATM ROUTE

Hillsborough County, NH

Seize this rare opportunity to own a well-established, profitable 23-unit ATM portfolio strategically placed in high traffic areas throughout southern New Hampshire and northern Massachusetts. This...

$279,000

$279,000

Cash Flow: $63,329

High-Volume DMV Registration Services Operation

Brea, CA

With an extensive background in the automotive industry, the owner established this thriving business more than 40 years ago. The operation fills the gap between small and independent automotive...

Cash Flow: $190,000

Top-Ranked National Business Brokerage Franchise Territory for Sale -

Tampa, FL

Own a lucrative territory within a leading national business brokerage franchise, renowned for its proven systems, comprehensive training, and unparalleled support. This is your chance to step into a...

$75,000

$75,000

Selling Book of Business - 200 Tax Clients Located in Tracy

Tracy, CA

This list consists of 200 clients that have been using the same service year over year. The list will be sold and the clients will be migrated with the help of the seller. For more detailed...

$65,000

$65,000

Cash Flow: $50,000

Own a Thriving Insurance Agency

Henderson, NV

This is a rare opportunity to acquire a high-performing Farmers Insurance agency with an independent book of business, generating approximately $900,000 in annual service commissions. The agency...

$2,225,000

$2,225,000

Cash Flow: $540,752

San Antonio, TX Coaching Franchise - Now Available

$714,000 - San Antonio, TX

$714,000

San Antonio, TX

Avery Murrah

Business Brokers of Texas, Inc.

Allstate Agency in Scottsdale, AZ

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

$1,050,000

Surplus Lines Insurance Agency For Sale

Camarillo, CA

This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency...

$1,275,000

$1,275,000

Cash Flow: $228,701

Tax Preparation Services

North Carolina

SIGNIFICANT PRICE REDUCTION. ENOUGH TO COVER OFFICE RENTALS THROUGH NEXT TAX SEASON! Successful and nationally recognized personal tax preparation, business tax preparation, support and coverage, and...

$285,000

$285,000

Cash Flow: $106,469

Top Independent Agency Loyal Asian-Speaking Clientele

San Gabriel, CA

This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro...

$1,850,000

$1,850,000

Cash Flow: $630,000

Business Brokerage in Booming Market

Arlington, VA

This is the opportunity to own a franchised business brokerage with exclusive territory rights in the Washington, DC and Philadelphia regions. Phenomenal markets full of business buyers and sellers...

$100,000

$100,000

Public Adjuster Business

Florida

Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...

$2,000,000

$2,000,000

Cash Flow: $746,090

Commission Express - Denver, Colorado

Arapahoe County, CO

COMMISSION EXPRESS businesses apply the general factoring process to the specialty of factoring real estate sales commissions. We purchase these pending receivables on the basis of their quality as an...

$25,000

$25,000

Tax Preparation

Minnesota

This is consistent and established tax prep practice. This business prepares tax returns for businesses and individuals. 95% of revenues are generated during the tax season. About 60 business or MN...

$150,000

$150,000

Cash Flow: $68,445

Karina Digiuni

INTERBLOOM GROUP

Serving Broward County, FL

We offer personalized services tailored to every business owner and potential buyer. Our team is globally recognized for our professional, ethical, and hands-on approach, connecting people with their opportunities and making their dreams come true in an efficient and candid manner. We are committed to providing close support and adapting our strategies to the specific needs of each client, ensuring a unique and satisfying experience at every stage of the process.

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Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

NEWLY REDUCED PRICE! Real Estate Available for Purchase as Well! This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this...

$195,000

$195,000

Cash Flow: $89,082

For Sale: Established Tax Consulting & Accounting Firm

Virginia

For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...

$277,000

$277,000

Proven ATM Network: $32K+ Monthly Profit, Turnkey Operation

$1,376,256 - Lubbock, TX

$1,376,256

Lubbock, TX

4 Very Profitable Check Cashing Stores DE-PA! New Price Reduction

New Castle County, DE

NEWLY REDUCED PRICE! The buyer will need a cash inventory of approximately $600k-$700K on day one of ownership. All five stores, two in Delaware and three in Pennsylvania, are profitable and fully...

$950,000

$950,000

Cash Flow: $696,370

Resilient Remote-Friendly Financial Services Business

Richmond, NJ

This business offers access to a highly resilient segment of the financial services space. The operation is designed to let you focus on sales while back-end processes and carrier coordination are...

$70,900

$70,900

Cash Flow: $88,748

Indianapolis Relocatable Established Tax Preparation Franchise

Indianapolis, IN

Established Tax Preparation Franchise - Indianapolis Area This profitable ATAX franchise presents an exceptional opportunity to acquire a well-established tax practice with nearly two decades of...

6

$125,000

$125,000

Cash Flow: $60,000

ATAX - Manhattanville, NY

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

Build Wealth with HomeVestors,Your Path to Real Estate Success!

Hartford County, CT

Are you ready to transform lives and communities while building a prosperous future for yourself? Welcome to HomeVestors Associate Franchise in Hartford County and Surrounding Counties. Every...

$34,997

$34,997

Established Real Estate Brokerage That Is A National Franchise

WELL ESTABLISHED TURNKEY REAL ESTATE BUSINESS THAT IS A NATIONAL FRANCHISE. BROKER OWNER WILL STAY ON FOR TRAINING AND CONTINUED SUPPORT IF NEEDED. EARN-IN OPPORTUNITY AND OR PROFIT SHARING...

$200,000

$200,000

Resilient Financial Services Business

Columbia, TN

If you're great with people and have a drive to build something meaningful, this insurance agency could be your next step. Represent a wide selection of nationally ranked carriers. Offer your clients...

$88,900

$88,900

Cash Flow: $158,446

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.