Rock Island County, IL
NO TAX EXPERIENCE REQUIRED – Turnkey Multi-State Tax Prep Business with Strong Staff in Place Established in 2012, this North Carolina-based tax preparation corporation has built a solid foundation...

Rock Island County, IL
NO TAX EXPERIENCE REQUIRED – Turnkey Multi-State Tax Prep Business with Strong Staff in Place Established in 2012, this North Carolina-based tax preparation corporation has built a solid foundation...
$1,540,326
Cash Flow: $431,464

Englewood, CO
Farmers Insurance Book of Business for Sale — Diversified Portfolio with Recurring Revenue Each agency inside this portfolio presents immediate revenue with renewal income from the established client...
$250,000

Billings, MT
Don’t miss this exceptional opportunity to acquire a well-established, independently owned insurance agency with a trusted name and over three decades of consistent performance in the greater Billings...
$325,000
Cash Flow: $94,646

Mckinney, TX
Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. Business has been built just as professionally as the owners career as pro football...
$800,000
Orange County, CA
Gross Revenue: $1,900,000 (May 2024 – April 2025) Asking Price: $2,375,000 Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services. The firm...
$2,375,000
Cash Flow: $673,200
Palm Beach County, FL
This is a well-established and highly profitable franchise known as the local go-to destination for auto insurance and expedited DMV services. Operated by a husband-and-wife team with a strong...
$1,200,000
Cash Flow: $603,000
Alpharetta, GA
Thriving Allstate Agency for Sale in Alpharetta, Georgia A Unique Opportunity to Own a High-Performing Insurance Business Are you ready to take the reins of a flourishing Allstate Agency in the...
$4,200,000
Cash Flow: $1,719,602
Suffolk County, NY
An excellent opportunity to acquire a successful Allstate agency. Even in difficult times, this particular agency has done well due to high retention and favorable renewals. The present staff of four...
$2,700,000
EBITDA: $563,332
Pinellas County, FL
Well established independent insurance agency in Pinellas County for sale. Most of what they offer are employee benefit ancillary lines & executive benefits including group disability, executive...
$600,000
Cash Flow: $335,550
Forsyth County, NC
This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...
$749,000
Fort Worth, TX
We Buy Houses® Territories Across Texas [Package] Cut Out the Middleman – Get Direct-to-Seller Deals Territories & Population Insights Dallas–Fort Worth Metro — Population: ~5.1 million Houston Metro...
$250,000
Cash Flow: $179,092
Houston, TX
The firm provides Business / Contracts/ International Law / Tax Consulting and Tax Preparation, Real Estate, Estate planning, Probate matters and miscellaneous services. Countries with whom the Firm’s...
$625,000
Cash Flow: $551,078
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
Cash Flow: $80,000
$60,000
Muscogee County, GA
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
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
Cash Flow: $121,000
Eric Michael
Keller Williams
Serving Oakland County, MI
The world leader in the marketing and sales of businesses, commercial real estate and real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, we offer the professional services that successfully bring buyers and sellers together.
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
Cash Flow: $450,000
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...
$599,000
Cash Flow: $234,500
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
Cash Flow: $160,456
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,...
Not Disclosed
Cash Flow: $900,000
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
Cash Flow: $232,370
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
Cash Flow: $366,918
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
Cash Flow: $200,000
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
Cash Flow: $110,000
$2,100,000
Carlsbad, CA
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
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
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
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
Cash Flow: $160,457
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
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
Cash Flow: $160,457
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
Cash Flow: $63,329
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
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
Cash Flow: $50,000
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
Cash Flow: $540,752
$192,000
Tampa, FL
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
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
Cash Flow: $228,701
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
Cash Flow: $106,469
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
Cash Flow: $630,000
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
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
Cash Flow: $746,090
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
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
Cash Flow: $68,445
Steven Begin
Transworld Business Advisors
Serving Hartford County, CT
1. Uncertainty about the value of your business? 2. Not sure how to find the right buyer? - 3. Unsure how to prepare the business for sale? 4. Unsure how to deal with legal and financial issues during the business sale? 5. Having emotions around letting go? I am part of a huge network having over 40 years of experience in the industry with the largest M&A network of over 250 offices, and over 700 agents, represented in 18 countries and we are constantly growing. I help ensure a Smooth and safe business sale for Small Business Owners. In our database we have over 300,000 buyers who have inquired about buying a business. At the moment, we have more qualified buyers than we do sellers, which is why I am confident that we can find a qualified buyer for your business.
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
Cash Flow: $89,082
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
$925,000
Adams County, CO
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
Cash Flow: $696,370
Denver, CO
ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...
$450,000
Cash Flow: $84,000
New York, NY
ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....
$270,000
Cash Flow: $83,888
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
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
Cash Flow: $158,446
Houston, TX
Invest in Your Future: Resale Opportunity for Established Business Funding Franchise! Are you ready to step into the world of entrepreneurship with a proven business model? Here's your chance to take...
$15,000
San Francisco, CA
8 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $15,000/yr NET (outside of Gas and time) for sale for $26,322 Buyer must join ACFN ATM franchise...
$26,322
Cash Flow: $15,000
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.