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Financial Services Businesses For Sale

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Elite Allstate Agency DFW Flower Mound, Texas Book Only

Flower Mound, TX

Outstanding opportunity gem of a $3,456,829 (as of 12/31/2024) Allstate Agency in the growth-rich state of Texas! With its Elite Level status, high retention at 82.9%, this agency won’t be available...

$810,000

Cash Flow: $1,000,000

6

$810,000

Cash Flow: $1,000,000

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297-ATM Empire Generates $570K+ Annually

Austin, TX

This established ATM network consists of 297 machines operating across the Austin area. The business has been in operation for 15 years and is currently generating approximately $47,500 per month in...

$1,596,600

Cash Flow: $456,192

$1,596,600

Cash Flow: $456,192

Scalable Early Out & Patient Billing Company for Sale

Utah

This established Utah-based company offers a unique opportunity to acquire a business specializing in early out-patient management billing and proactive revenue optimization, delivering genuine peace...

$425,000

Cash Flow: $128,018

$425,000

Cash Flow: $128,018

North Broward Well Established Accounting Firm For Sale.

Broward County, FL

This very Established Bookkeeping and Accounting Practice; with approximately (525) 1040 clients and (385) corporate return clients, is for sale. This practice generates income from monthly...

$700,000

Cash Flow: $460,000

$700,000

Cash Flow: $460,000

Multi-Revenue Stream Business Brokerage

Lafayette County, LA

Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...

$67,500

$67,500

A high traffic main street, high Income business and residential homes

Richland, WA

$2.6 M Premium This established, $2.6M, Allstate Insurance Agency is located in Eastern Washington, with approval for WA and OR! It has a solid reputation and a loyal client base. The agency benefits...

$480,000

Cash Flow: $180,000

$480,000

Cash Flow: $180,000

Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue

Clayton, NC

Overview This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial...

$12,000,000

Cash Flow: $3,500,843

$12,000,000

Cash Flow: $3,500,843

DC/Baltimore ATM Business For Sale

Maryland

Established ATM Route Business - DC/Baltimore Metro Area This turnkey ATM portfolio offers a proven cash-generating opportunity in the thriving Baltimore and DC metropolitan markets. Operating since...

$195,000

$195,000

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...

$714,000

$714,000

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

Lubbock, TX

This opportunity consists of an established ATM network operating 256 machines in high-traffic Lubbock locations. The business has been in operation for more than a decade and generates over $32,760...

$1,376,256

Cash Flow: $393,216

$1,376,256

Cash Flow: $393,216

Large Tax Prep Franchise Group | $1.81M SDE | Easy to Operate

Texas

The business is a well-established and reputable brand in the tax preparation industry and has 50+ locations throughout the southern USA. This group includes over 50 locations in mostly small towns in...

Cash Flow: $1,810,000

Cash Flow: $1,810,000

CPA Firm - Turnkey, Growing Profitability and Semi-retired Partner

Ontario

Multiple offers have been received and we are holding all offers until 5:00 PM EST on September 5. Interested parties are encouraged to submit their best and final offers by this deadline for...

$4,500,000

$4,500,000

Rare Opportunity: Acquire 2 Established Insurance Agencies

Temecula, CA

This is your chance to step into ownership of two well-established insurance agencies with solid foundations, a loyal client base, and strong recurring revenue from steady renewals. With room for...

$250,000

$250,000

Very profitable annuity boutique insurance agency

Detroit, MI

This company has averaged $600,000 net for the past 2 years. This business has over 900 customers. They can be operated from anywhere in the country. This insurance agency primarily sells 10 year...

$2,200,000

Cash Flow: $600,000

$2,200,000

Cash Flow: $600,000

Tony Torella

Excelsior Business Group LLC

Serving Albany County, NY

When you choose to list the sale of your business with Excelsior Business Group we will be ready to work with you to properly position your business to sell, assist you to know the current market value of your business, maximize the value of your company and help you sell it to a qualified buyer. As your representative we will be prepared to stay actively involved with you from the time you list your business with us until the closing. Most business owners will only sell one business in their lifetime, and we can help explain how the process works. As we move through the listing, marketing and selling process with our clients we handle all the necessary details: > We pre-qualify all serious potential buyers for financial capability and experience. > We coordinate activities as needed with associated attorneys, accountants, lenders, etc. > And, most importantly, we keep our clients informed and involved in the process, while enabling them to continue to focus on running their business during the selling process. We work hard and are proud of the success we have representing our clients. As such, we will provide references upon request.

Contact Me >

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Established Business Brokerage – Prime Nashville Market

Nashville, TN

Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...

$67,500

$67,500

10+ Yr Business Brokerage and M&A Firm

Los Angeles County, CA

This is a rare opportunity to acquire a top-performing business brokerage and M&A franchise firm in the heart of Los Angeles, one of the most active business transaction markets in the United States....

$1,200,000

Cash Flow: $239,169

$1,200,000

Cash Flow: $239,169

Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

Lakeland, FL

20 straight years of rising income. Recurring revenue. Loyal clients. This tax & accounting firm is a rare find — high profit margins, streamlined systems, and a stellar reputation built over two...

$775,000

Cash Flow: $670,000

$775,000

Cash Flow: $670,000

Established Business Brokerage - Strategic Georgia Market

Muscogee County, GA

This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...

$60,000

$60,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

Tampa, FL

Established ACA Health Insurance Agency - 800 Active Clients Generating $240,000 Annual Revenue This turnkey ACA health insurance book of business represents an exceptional opportunity to acquire...

$192,000

Cash Flow: $220,000

$192,000

Cash Flow: $220,000

Acquire Cash-Flowing Farmers Book – $2.5M Premium, Growth Potential

San Antonio, TX

Profitable Farmers Insurance Book – $264K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $2.5M premium Farmers Insurance book of business generating $264,000 in revenue over the last...

$500,000

Cash Flow: $264,000

3

$500,000

Cash Flow: $264,000

Insurance Claims Provider

Orlando, FL

A high-performing public adjusting firm with a proven track record of generating consistent revenue through strong B2B partnerships with mid-sized roofing contractors handling insurance-related...

Cash Flow: $756,830

Cash Flow: $756,830

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

New York, NY

The seller is offering several high-volume ATM route with 6 ATM locations in parts of New York County and Kings County, these ATM route have been operational for many years. All equipped with...

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

Credit Card Processing Business For Sale

Los Angeles, CA

This is a great opportunity to buy this portfolio with 6 accounts and get started in the credit card processing business. You will also be able to expand this business in all of the united states....

$38,000

Cash Flow: $37,200

$38,000

Cash Flow: $37,200

$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record

Fort Worth, TX

This Fort Worth-based ATM route includes 251 machines generating $387,072 in annual cash flow. The business has operated for over 15 years, with a focus on high-traffic locations and reliable site...

$1,354,752

Cash Flow: $387,072

$1,354,752

Cash Flow: $387,072

Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring

Jacksonville, FL

This 209-location ATM route across Jacksonville generates over $33,500 in monthly revenue from transaction fees. Each machine produces approximately $160 per month, with established locations, vendor...

$1,406,160

Cash Flow: $502,200

$1,406,160

Cash Flow: $502,200

Rapidly Growing Hybrid Accounting Firm

Raleigh, NC

Rapidly growing accounting firm serving small businesses and individuals in Raleigh, North Carolina and the surrounding region. The Company’s services are primarily composed of highly recurring tax...

$995,000

$995,000

Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH

Cuyahoga Falls, OH

Established CPA Tax and Accounting Practice with 40 years of proven success in Cuyahoga Falls, OH. This well-positioned firm generates $225,000 in annual revenue with $90,000 in seller's discretionary...

$225,000

Cash Flow: $90,000

$225,000

Cash Flow: $90,000

Farmers Insurance Agency - For Sale

Clark County, NV

Farmers Insurance Agency for Sale – Las Vegas, NV Seasoned Agency | Profitable | Growth Opportunity An exceptional opportunity to acquire a well-established Farmers Insurance agency located in Las...

$225,000

$225,000

Money Service Business

Paso Robles, CA

Established Money Service Business - Profitable Financial Services Operation This well-established financial services business has been serving the Paso Robles community since 2007, generating strong...

$399,000

Cash Flow: $70,000

$399,000

Cash Flow: $70,000

Farmers Agency For Sale

Solano County, CA

Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...

$270,000

3

$270,000

West Michigan-Based Tax Preparation Business

Ottawa County, MI

The 15+ year owner of this West Michigan-based tax practice would like to retire following the 2025 tax season, and will transition the company's 500+ clients to a new buyer. The majority of the...

$110,000

Cash Flow: $73,421

$110,000

Cash Flow: $73,421

Profitable Tax Business In Albany NY

Albany, NY

This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....

$250,000

Cash Flow: $100,000

$250,000

Cash Flow: $100,000

Asset SaleEstablished Maryland Tax Firm — SBA Prequalified

Montgomery County, MD

Established tax practice in lower Montgomery County, MD with 10+ years of consistent, client-focused service. The firm serves individuals, estate fiduciaries, trustees, and small business owners and...

$1,450,000

$1,450,000

Asset Sale
Asset SaleEstate Sales Franchise w/ 95% In House Financing & Health Insurance!

Alpine, NJ

Low-Cost, High-Reward Franchise Opportunity – Own Your Future! This is your chance to step into a booming, recession-resistant industry with a franchise model built for both first-time entrepreneurs...

$24,500

$24,500

Asset Sale
Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!

Irving, TX

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$45,000

$45,000

Asset Sale
Asset SaleAbsentee Passive Income - 50% ROI by 2028

Gilmer, TX

Offering 100% return for investment. Income stream from my fully remote, one-man tax business. Solid, loyal tax clientele. Perfect opportunity for absentee, fully passive income stream. I will process...

$45,000

$45,000

Asset Sale
Asset SaleYour Chance to Acquire a DFSA licensed entity in DIFC

Dubai

If you are moving to Dubai and want to work under the umbrella of the DFSA regulator, this is your opportunity to skip the multi-year application process. This company is in good standing with the...

$1,000,000

$1,000,000

Asset Sale

Gordie Gerbrandt

Tim Lamb Group

Serving Canada

Since inception, Tim Lamb Group has successfully brokered over 1000 franchised dealerships in Canada and the US. As one of the largest franchised brokerage firms, we know ALL the buyers.

Contact Me >

Contact me
Asset SaleAnniston Alabama Allstate Agency for Sale

Anniston, AL

Award-winning established Allstate agency located in Anniston, Alabama. This $6.4 million-earned premium agency boasts a preferred auto/homeowner customer base, presenting ample opportunities for...

$1,440,000

$1,440,000

Asset Sale
Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!

Los Angeles, CA

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. Many current franchisees earning high 6 digit income...

$50,000

$50,000

Asset Sale
Asset SaleNew Price! Bristol, CT, Elite Allstate Agency for Sale!

Bristol, CT

City, County and State: Bristol, Hartford County, Connecticut Written and Advance Earned Premium: $ 7,951,586.00 Gross Revenue: $976,576.07 Including Brokered and Annual Bonus EBITDA: NDA Required...

$1,800,000

$1,800,000

Asset Sale
Start-upPrivate Equity - Real Estate Fulfillment & Investment Partnership

The REIBIZ deal-flow engine produces more opportunities than we can handle! Our private equity clients are looking to place capital into our SEC-compliant investment product…the issue is we do not...

$29,000

$29,000

Start-up
Start-upLet's Flip Houses Together

We supply a coach for every transaction and Free Leads to teach beginner investors how to invest in real estate without risking their own cash or credit Our Flippin Concept provides: A Personal...

$24,750

$24,750

Start-up
Start-upLoan Service Businesses FOR SALE ("TURN-KEY")

Are you looking to step into the financial services industry with a ready-made business? Are you looking to start generating 100K every month? The Potential is HERE Your search ends here! Discover a...

$5,000

2

$5,000

Start-up
Start-upEarn $270K+ your first year with Farmers Ins, scale to $1M+ in 3 years

Step into an exciting opportunity to own and grow your own Farmers Insurance Agency in Northern California's North State region. As one of the most recognized and trusted names in the industry,...

4
Start-up
Start-upFully Automated Online Lending Business

It is very evident that in today’s economy with rising inflation and an overall higher cost of living, more and more Americans are living paycheck to paycheck. With over 12 million Americans a year...

$100,000

$100,000

Start-up
Start-upOwn one of the only franchised consumer loan companies in the US

If you are looking for a consumer finance lending franchise for sale, that provides all of the resources and support you need to succeed, look no further than KeyStone Financial. We are currently...

$50,000

6

$50,000

Start-up
Start-upJudgment Buisness

Why own a Judgment Investigation Business? -Recession Proof Business Model -High Profit Margins & Unlimited Income Potential -Huge Market Size with Little Competition -Work-From-Home Operation -100%...

$200,000

2

$200,000

Start-up
Start-upStart Up Insurance Agency

Work when & from where you want! (Office location not required) Work/life balance because you are the owner! You own your business 100% & we pay you bonuses and incentives. Direct access to a wide...

$2,500

4

$2,500

Start-up

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.