State College, PA
Discover an Exciting Opportunity to Build Your Own Consulting & Advisory Business Imagine running a business that empowers small and mid-sized companies—the most overlooked yet promising segment in...
Financial Services Established Businesses For Sale
Industry Info
Small Business Consulting Firm & Partnership
Cash Flow: $201,027
Enterprise Compliance Tax Platform Mission-Critical Scalable
Houston, TX
This confidential acquisition opportunity represents a highly specialized enterprise SaaS platform serving customers operating in heavily regulated industries. The software automates complex tax...
Cash Flow: $381,491
Mission-Critical Enterprise Platform 90%+ Recurring Revenue Low Churn
Tampa, FL
This is a rare opportunity to acquire a highly specialized enterprise platform serving customers operating in complex regulatory and compliance environments. The software is deeply embedded within...
Cash Flow: $397,748
McDonough GA, Elite Allstate Agency for Sale!
Mcdonough, GA
Imagine walking into your own thriving Allstate agency in McDonough, Georgia - a community that's experiencing remarkable growth just south of Atlanta. This isn't just another insurance agency; it's...
Maryland CPA Firm Acquisition Opportunity
Washington County, MD
This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...
Cash Flow: $512,000
Full-Service CPA Firm with Labor Union Niche!
New Jersey
This NJ based full-service certified public accounting and business advisory firm serves over 600+ active client relationships across individuals, labor unions, small businesses, trusts, estates, and...
Cash Flow: $533,435
Established Insurance Agency in Plainfield, Illinois
Plainfield, IL
Ready to be your own boss without starting from zero? This 14-year-old Farmers Insurance agency is the perfect "starter" book for a growth-minded entrepreneur. Benefit from a loyal client base and a...
Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA
California
The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...
EBITDA: $3,700,000
Own a Farmers Insurance Agency
Los Angeles, CA
Established. Profitable. Ready for Its Next Owner. Step into ownership of a legacy Farmers Insurance agency with over 15 years of proven success in one of the most desirable and opportunity-rich...
NEW! - Established Insurance Agency with instant renewal and bonuses!
Maple Grove, MN
$3.0M+ in annualized premiums with industry leading business coaching MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL...
2
SBA Pre-Qual Marketing Agency | Financial Advisors | 98% Recurring Rev
Tampa, FL
WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition...
Cash Flow: $874,343
Independent Insurance Adjusting Company
Hamilton County, OH
This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $495K with a strong cash flow of $181K. The owner is retiring, offering a unique...
Cash Flow: $174,486
Well-Established South Bay Mercury & P&C Book
Torrance, CA
This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing...
Cash Flow: $486,423
New Mexico based CPA Tax and Accounting firm ($2M+ revenue)
$3,500,000
Albuquerque, NM
Own a Farmers Insurance Agency in Prime Los Angeles County
Los Angeles County, CA
Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...
*2 Bay Area Farmers Ins Businesses For Sale- $6M Premium Portfolio!*
Marin County, CA
Rare opportunity to acquire one or both established Farmers Insurance agencies in two of California's strongest markets: Mill Valley and San Jose. These turnkey agencies offer immediate revenue,...
Cash Flow: $290,000
John Dalton
Transworld Business Advisors - Morris County
Serving Morris County, NJ
Founded in 1979, Transworld Business Advisors (TBA) is the largest business brokerage firm in the world, with more than 1,000 brokers operating across 220+ offices in 20+ countries. TBA specializes exclusively in business brokerage, mergers & acquisitions, and franchise consulting — helping business owners sell, and helping entrepreneurs buy or grow, businesses of all sizes and industries. With over four decades of experience, Transworld has built one of the largest networks of buyers and sellers in the industry, giving clients access to a global marketplace, sophisticated valuation and deal-structuring expertise, and a confidential, professional sale process from listing to close. Locally, Transworld Business Advisors of Morris County is led by John Dalton, Managing Director. John brings over 30 years of senior finance experience from Fortune 50 companies (AT&T, American Express, AIG) and Big 4 firms (Deloitte, PwC) — a C-suite/Big 4 background that differentiates him from typical brokers in the market. He also holds an NJ real estate license. John's approach reflects the scale and credibility of the Transworld network combined with hands-on financial rigor: rigorous valuation methodology, professional deliverables, and a commitment to serving both buyers and sellers even-handedly — financial expertise clients can trust on both sides of the table. Through Transworld, John taps into a worldwide inventory of active listings and a vast buyer network, while providing Morris County business owners the personalized, senior-level guidance of a seasoned CPA and former Fortune 50 finance executive and Big 4 M&A advisor.
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Established Central Texas Insurance Agency | Turnkey Farmers Agency
Leander, TX
Turnkey Farmers Insurance Agency | Prime Central Texas Location Don't miss the opportunity to acquire a well-established, turnkey Farmers Insurance agency in one of the fastest-growing regions in...
5
Accounting & Tax Firm for Sale - Flagstaff, Arizona
Flagstaff, AZ
Come enjoy cooler temperatures, a slower pace and and a great practice in Flagstaff, Arizona. This firm should do $900,000 in recurring revenue this year and we are asking a 1x multiple on revenue....
Cash Flow: $245,000
Allstate Agency in San Antonio, TX
Universal City, TX
ALLSTATE ELITE AGENCY - UNIVERSAL CITY, TX Established Allstate insurance agency strategically located in Universal City, Texas, positioned in one of the state's fastest-growing markets outside San...
Turn-Key Insurance Agency in Pleasanton, California
Pleasanton, CA
Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...
Independent Insurance Agency with Recurring Revenue
Texas
Established independent insurance agency serving the Dallas–Fort Worth market with a strong reputation for personalized service and recurring commission revenue of approximately $750K per annum. The...
Cash Flow: $442,700
Established Franchise Auto Insurance agency located in NE Dade
Miami, FL
Established Franchise Auto Insurance agency located in NE Dade. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including Std/Non Std auto, home,...
Cash Flow: $115,315
NEW PRICE! Allstate Agency in Copperas Cove, TX
Copperas Cove, TX
Fantastic older $2.78M Allstate agency of 35 years with many 20-year plus customers makes for great cross-selling opportunities. This book of business has been community groomed and has a loyal...
Cash Flow: $230,000
Established Farmers Insurance Agency-Houston
Houston, TX
Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a Farmers Insurance Agency...
Auto and Home Book with high Retention
$110,000
San Jose, CA
Consulting, Bookkeeping and Accounting Firm
St. Charles, IL
Consulting firm that focuses on serving small and mid size clients with Revenue between $2.0 mil and $40 mil in sales. Serving about 15 clients with top clients accounting for bulk of the revenue....
Cash Flow: $185,000
Established Farmers Agency in El Cajon | Spanish-Speaking Client
El Cajon, CA
Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...
$1.9mil premium Lewiston agency with enhanced bonus
Lewiston, ID
Established Insurance Agency - Downtown Lewiston Opportunity This turnkey insurance franchise presents an exceptional opportunity to acquire a profitable agency with over 30 years of operational...
Cash Flow: $132,000
Self Service POS System Platform for Sale
Broward County, FL
This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon...
Own One of America's Best Small Business Opportunities
Leander, TX
Why This Agency Stands Out Established Farmers Insurance agency with an existing book of business Asking Price: $350,000 Strong recurring renewal revenue Loyal client base with long-standing...
Cash Flow: $500,000
Established Niche Accounting & Financial Services Firm
Beaufort County, SC
***Please note before inquiring: this business can be (and is currently) operated from a home office, but the owner wants to keep it in the current region, so this is only open to buyers in the...
Cash Flow: $84,000
Rural Accounting Firm and Building
REAL ESTATE INCLUDED
Blaine County, OK
70 miles from Oklahoma City, Well-established CPA practice serving farmers, individuals and small businesses throughout western Oklahoma with a full suite of professional services, including tax...
Cash Flow: $110,000
Confidential Property Inventory & Documentation Services
Middlesex County, MA
A trusted provider of confidential property inventory and documentation services, specializing in comprehensive asset inventories for homeowners and businesses throughout New England. The company...
Cash Flow: $288,538
Allstate Agency in SE Louisiana
Louisiana
Exceptional opportunity to acquire a well-established $15.2M Allstate Exclusive Agency with two locations serving their communities for more than 30 years! The agency features a loyal, long-tenured...
Own a Profitable Check Cashing Business for $125k Down
Suffolk County, NY
A rare opportunity to step into a proven, cash-flowing business without needing to come in all cash. The seller is motivated and willing to finance the balance, making this one of the most accessible...
Cash Flow: $51,454
Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income
$348,000
Walnut Creek, CA
Over 20 years of success
Tesuque, NM
One of Santa Fe’s Most Established Dining Destinations A rare opportunity to acquire one of Santa Fe’s most respected operated restaurants, celebrated for its authentic cuisine, warm hospitality, and...
4
Cash Flow: $395,000
High-Retention $2.8M Allstate Agency in Sought-After Stroudsburg, PA!
Stroudsburg, PA
AGENCY HIGHLIGHTS • Annual Premium: $2,800,000 • Retention Rate: ~88% • Policies in Force (PIF): 1,300+ • Allstate “Pro” Achievement Level Agency • Current Owner is Committed to a Seamless Transition...
Premier 22-Year Tax & Accounting Firm | Two Offices |Consistent Growth
Lakeland, FL
For more than 22 years, this premier tax practice has built an outstanding reputation for professionalism, exceptional client service, and consistent year-over-year growth. Operating from two...
Cash Flow: $552,000
Confidential Regulated Insurance Distribution Platform
Los Angeles, CA
A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume. This is not a...
Cash Flow: $3,000,000
Large Topper Club Farmers Insurance Agency located in Texas
Plano, TX
EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...
Established Farmers Insurance Agency- PENDING
Mckinney, TX
Established Farmers Insurance Agency - Turnkey Operation in Prime McKinney Location -------------PENDING------------- This premier Farmers Insurance agency represents an exceptional opportunity to...
Profitable CPA Firm Looking for Strategic Buyer
New Mexico
INDIVIDUAL BUYERS NEED NOT INQUIRE. Established 40 years ago, this highly respected CPA firm has built a strong reputation for delivering tax, accounting, bookkeeping, audit, and advisory services to...
Cash Flow: $787,786
RAPID GROWTH CPA - wants another CPA 25% - 49%
Cupertino, CA
PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...
Cash Flow: $225,000
Don Smith
Sunbelt Business Brokers
Serving Jefferson County, AL
Don Smith is a Professional Business Broker and President of Sunbelt Business Advisors in Birmingham, Alabama. Don is committed to a work ethic focusing on integrity and professionalism to achieve your ultimate goal of either selling an established business or purchasing a business to meet your specific requirements. After 25 years in the corporate world Don opened the Sunbelt Office in 2001. Since then Don and the Sunbelt team have managed the sale of hundreds of companies from very small businesses to companies with revenue in the millions. Don has provided Business Broker and merger and acquisition adviser services to privately held business throughout the state of Alabama. Don holds a Real Estate license in the State of Alabama. A graduate of The University of Alabama Birmingham, Don’s business career has spanned 40 years and includes starting and building a successful distribution company, as well as extensive experience in the mergers and acquisition field. Don and all of the Sunbelt Team are committed to helping you reach your goals, whether you’re selling or buying; “We are here to help.” Associates- Full staff of Brokers with experience in all areas including construction, distribution, manufacturing, business services and retail. Our associates include a Licensed Real Estate Broker and a Certified Public Accountant.
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Allstate Agency for Sale in Poulsbo WA!
Poulsbo, WA
Imagine walking into your own established Allstate agency in beautiful Poulsbo, Washington – where 40 years of brand presence and 25 years of proven leadership have built something truly special....
Semi-Absentee Check Cashing Business for Sale
Fort Lauderdale, FL
Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood...
Cash Flow: $98,878
Walk Into Opportunity, Not a Blank Page
$226,500
Solano County, CA
Cash-flowing $14Million P&C Agency + Commercial Book + Financial Book
Boulder County, CO
This is an opportunity to acquire a large, established Allstate agency with $14.5 million in written premium and over $1.7 million in annual revenue. The value here is not just the current income. It...
4
Cash Flow: $743,292
Watkinsville Georgia, Allstate for Sale!
Watkinsville, GA
Turnkey Allstate Insurance Agency for Sale in Watkinsville, Georgia Established in August 2023, this high-performing Allstate agency represents an exceptional acquisition opportunity in the desirable...
CPA Firm
Jefferson County, NY
Well established CPA Firm with excellent growth potential. Located in Jefferson County NY, near Fort Drum Army installation. Virtual office utilizing Thompson Reuters SAAS....
Tax & Accounting Practice to Generate Year Round Revenue -Pending Sale
Woodbury, MN
Tax & Accounting business for sale by Owner with a great Opportunity to grow Tax Preparation side of business. 20 Bookkeeping clients generating $130,000 115 Business/Non-Profit/Fiduciary Tax Returns...
Cash Flow: $322,000
Allstate Agency in NE Tennessee
Blount County, TN
This Pro-Level Allstate agency nestled in NE Tennessee has been going strong since 1961! Started by a grandfather of the current owner, this locally built agency has a loyal customer base that has...
Cash Flow: $500,000
Sebanda Franchise Insurance Agency Opportunity
Miami Gardens, FL
Established Sebanda Franchise Insurance Agency operating for over 5 years, located in a high-traffic shopping center in Miami Gardens on NW 27th Ave. Company established with appointments from...
2
Cash Flow: $225,574
Farmers Insurance Agency-Established, Profitable and Turnkey
Bexar County, TX
BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...
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 | 404 |
| Asking Price | $550,000 |
| Reported Revenue | $485,000 |
| Reported Seller's Discretionary Earnings | $220,250 |
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 | $997,750 |
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 | $260,347 | $132,621 |
| Median | $485,000 | $220,250 |
| Upper Quartile | $930,656 | $379,074 |
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 | 1.54 | 3.46 |
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 $997,750.
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 $220,250, 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 1.54, with a median of 1.25. Earning multiples range from 2.00 to 3.46, 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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