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Financial Services Businesses For Sale

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Phoenix Accounting Firm - Great Margins and Balanced Mix

Phoenix, AZ

The firm has a small footprint that is perfectly situated centrally within the Phoenix, Arizona metropolitan area. This is practice is located just outside of the Paradise Valley and Scottsdale areas...

$2,250,000

$2,250,000

Cash Flow: $655,806

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OC CA Commercial P&C Insurance Agency For Sale

Fountain Valley, CA

This is an excellent opportunity to acquire a 95% commercial small business P&C insurance book, ideal for expanding your existing agency. The client base comprises Mandarin and English-speaking small...

$850,000

$850,000

Cash Flow: $246,339

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Commercial Mortgage Origination Business -Fully Remote

Unlimited potential in the $5 Trillion Commercial Real Estate industry. Put your financial acumen and professional sales ability to use arranging commercial mortgages for business and investment...

$45,000

$45,000

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Established major brand insurance agency: 17 years strong & profitable

Grafton County, NH

Established Insurance Agency - Grafton County, New Hampshire This well-established franchise insurance agency presents an exceptional opportunity for a qualified buyer seeking a profitable business...

4

$600,000

$600,000

Cash Flow: $195,000

Custom Software Firm And Mga Platform | $349k Ebitda | 27% Margins!

Delaware

**ALL OFFERS DUE BY October 16, 2025** SIGN THE NDA BY COPYING & PASTING THE LINK BELOW: https://generational.tfaforms.net/4660083?DealID=a1LNw000000uFKX Exclusive Opportunity – Profitable, Software...

Not Disclosed

Not Disclosed

Cash Flow: $349,000

Virtual Virginia-Based CPA Practice – High-Margin & Fully Remote

Virginia

BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm with demonstrated growth and strong operational...

$199,000

$199,000

Cash Flow: $117,854

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$884,000

$884,000

Cash Flow: $351,456

Award Winning Farmers Insurance Agency with Immediate Cash-Flow/ROI

Montgomery, TX

Award-Winning Farmers Insurance Agency - Montgomery, Texas This Impressive Farmers Insurance Agency provides a rare exceptional opportunity for immediate cash flow and return on investment. Located in...

$650,000

$650,000

Cash Flow: $427,000

Turnkey $7.8M Premium Farmers Agency avail in Williamson County

Cedar Park, TX

Established Farmers Insurance Agency - Turnkey Operation with $7.8M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a...

$1,915,000

$1,915,000

Cash Flow: $487,000

Prime Haverhill, MA Allstate Agency

Essex County, MA

Don’t miss this rare opportunity to own a quality $1.7M premium Allstate agency in the desirable Haverhill, MA market. This book is built on loyal, long-term clients and delivers consistent...

$280,000

$280,000

Used Car Dealership and Lending Company

Broken Arrow, OK

Owner is ready to step aside to hand off this incredible opportunity. This unique business is ready to be turned into a franchise operation with recipes for success already proven. Currently has over...

Not Disclosed

Not Disclosed

Cash Flow: $3,700,000

MetroWest Accounting Practice - High SDE

Middlesex County, MA

This well-established CPA firm is located in the Metrowest area and generated over $680,000 in billings in 2024. The team includes the owner(CPA), an enrolled agent, and administrative staff. Because...

$780,000

$780,000

Cash Flow: $412,000

San Antonio, TX Coaching Franchise - Now Available

$714,000 - San Antonio, TX

$714,000

San Antonio, TX

Avery Murrah

Business Brokers of Texas, Inc.

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

Multi-Revenue Stream Business Brokerage – Proven Model

Oneida County, NY

Step into a turnkey business brokerage backed by a nationally recognized franchise brand. This exclusive territory in Oneida County offers a proven model, robust support, and access to a steady...

$75,500

$75,500

Michael Berry

Transworld Business Advisors of Indiana

Serving Marion County, IN

Transworld Business Advisors Profile • Transworld is the Largest Business Brokerage Franchise in the United States • Established for over 40 years • Maintains an inventory of at least 3,000 current and exclusive business listings at any time • Network of nearly 600 Transworld Brokers working for YOU! • Offices located in across the continental United States Strengths: • More money spent on advertising your business • Multi-media advertising including Radio, TV, Billboards, and Internet • Media exposure through articles and radio talk shows • Featured in local and national publications including the Wall Street Journal and regional Business Journals • Proprietary and proven internet marketing protocol • Transworld houses some of the most quoted and sought experts in the industry Professionalism: • Transworld Brokers receive the finest training in the industry • Transworld Brokers are backed by a support team with countless years of experience • The Transworld Sales Process has been used to consummate 1000’s of deals • Transworld maintain attractive facilities to conduct confidential meetings We are the business sales specialists! Transworld has sold over 400 businesses in the last 12 months; Will yours be next?

Contact Me >

Contact me
Don’t Miss This Turnkey Staffing Opportunity – Now $250K

St Lucie County, FL

Turnkey staffing business with $132K in cash flow, national brand backing, and an experienced recruiter already in place. Now priced at $250K, this established franchise offers a strong foundation and...

5

$250,000

$250,000

Cash Flow: $132,913

Profitable Established Turnkey Farmers Insurance Agency for Sale

Orange, CA

Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...

6

$375,000

$375,000

NW Metro Tax & Accounting Firm – 500K+ Revenue

Minnesota

Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general...

$550,000

$550,000

Cash Flow: $207,232

Rare, turnkey Allstate agency ready for a new owner!

Frederick, MD

This turnkey agency in on pace for the ELITE achievement level in 2026! $6.6mm earned premium (and growing) 88% net retention; 5+ years: 87% Low loss ratios across all major product lines P&C...

$1,100,000

$1,100,000

Reno NV CPA Practice for Sale

Washoe County, NV

• The owner is a CPA • This practice was established in 2019 • Great opportunity for a firm to establish a Reno presence • Skilled team in place to assist with transition and daily operations •...

2

$910,000

$910,000

Cash Flow: $300,000

Amazing Investment Opportunity !

Gorham, ME

For Sale is a Boutique CPA Firm in Gorham, Maine Maine CPA is selling a practice comprised of tax preparation for individuals (64%), tax preparation for business entities (28%) and accounting and tax...

$90,000

$90,000

Established Business Ready to Grow!

Cook County, IL

Are you looking to grow a residual revenue stream? Look no further than this stablished Farmers Insurance Agency with $70,000 in annual revenue. With a loyal customer base and the opportunity to...

$70,000

$70,000

Cash Flow: $60,000

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

$1,376,256 - Lubbock, TX

$1,376,256

Lubbock, TX

Trusted Accounting & Consulting Firm with 50+ Years of Experience

Travis County, TX

With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team...

$800,000

$800,000

Cash Flow: $234,944

Profitable, Established Tax Prep Franchise in Growing NC Market

North Carolina

Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...

$539,000

$539,000

Cash Flow: $175,566

High-Margin Multi-Service Tax Firm with Strong Repeat Client Base

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,475,000

$1,475,000

Cash Flow: $357,038

Farmers Insurance Agency for Sale

Thousand Oaks, 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...

$400,000

$400,000

Cash Flow: $200,000

Elite, Top Producing Agency is Now Available - Experienced Staff of 18

Douglas County, CO

This well-established, award-winning agency (15+ years in business) is strategically located in a charming, scenic community south of Denver metro and offers amazing views of the Rocky Mountains. The...

$8,256,000

$8,256,000

High performing, ELITE achievement level Allstate agency!

Shepherdsville, KY

Turnkey, ELITE achievement level Allstate agency ready for a new owner The agency in on pace for ELITE in 2026 and consistently earns variable compensation $3.8mm earned premium/$4.1mm written &...

$675,000

$675,000

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

Established Farmers Agency For Sale In Irvine

Irvine, CA

Agent has been with Farmers Insurance for over 38 years and is looking to retire. The agency is well established and has 1 dually licensed staff. The service commissions are approximately 100,000 with...

$130,000

$130,000

Own Your Own Sole Practitioner CPA firm on the Emerald Coast

Santa Rosa County, FL

Have you dreamed of living on the beautiful Emerald Coast? This great main street CPA business does mostly tax work for businesses and individuals. A qualified buyer can get an SBA loan with as little...

$450,000

$450,000

Cash Flow: $228,985

Lucrative Consulting Practice

$55,000 - Hudson County, NJ

$55,000

Hudson County, NJ

Thomas McKeen

United Franchise Group

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 Premium Agency in a Highly Sought Denver Suburb

Aurora, CO

This established $6,700,000 premium agency is located in a very sought after area east of Denver. Founded over 30 years ago, the agency has grown an amazing book of business with high retention. The...

$1,450,000

$1,450,000

Used Car Dealership and U-Haul franchise for sale.

Houston, TX

Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...

5

$500,000

$500,000

Cash Flow: $30,000

Long established CPA Practice in Martin County

Stuart, FL

This long established CPA practice located in Martin County Florida is making available a book of business due to his semi-retirement and his objective to fully retire within the near future. The CPA...

$70,000

$70,000

Cash Flow: $60,340

Affluent Boomer Finance-Insurance Dominant Digital Media Platform

Florida

High-Authority Digital Media Platform | 200K+ Users | Affluent Boomer Finance & Insurance Market An exclusive opportunity to acquire or invest in a high-authority digital media platform serving one of...

$1,500,000

$1,500,000

CPA Firm

Established CPA Firm presents an exceptional opportunity to acquire a profitable accounting practice with nearly three decades of operational success. Due to confidentiality, please reach out with...

$1,050,000

$1,050,000

Cash Flow: $350,000

Thriving turn key Farmers Insurance Agency (Boise, Idaho)

Boise, ID

Rare opportunity to own an established Farmers Agency. This well-established agency offers an ideal pathway into the insurance industry. With a strong presence in Commercial, Life, Property, and...

$350,000

$350,000

DONNA METCALF

Rural American Realty

Serving Lincoln County, CO

Contact Me >

Contact me
Tax Practice Book of Business

Aspen, CO

Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is...

$225,000

$225,000

Cash Flow: $225,000

Popular Insurance Agency Franchise with Recurring Revenue

Snohomish County, WA

This long-standing insurance agency has been serving Snohomish County for over two decades, offering personal, commercial, and health insurance services. The business generates steady renewal income...

$349,000

$349,000

Cash Flow: $135,964

Established Insurance Agency- Farmers Insurance

$200,000 - Temecula, CA

$200,000

Temecula, CA

Farmers Agency for sell in Moorpark

Moorpark, CA

Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...

6

$100,000

$100,000

Allstate Agency in Southwest Central Area

North Carolina

This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...

$749,000

$749,000

$ 1.3 Mn Book of business for sale in St. Louis, MO

St. Louis, MO

The agency offers a strong $1.3M book with 60/40 Personal vs. Commercial lines, high-net-worth clients, and top carriers including Travelers, Safeco, Progressive, Nationwide, and Guard. With a 90%...

$355,000

$355,000

EBITDA: $110,000

Thriving Accounting and Tax Practice

James City County, VA

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...

$150,000

$150,000

Cash Flow: $119,545

$545,000 Revenue; Independent Insurance agency for sale in DFW Texas

Justin, TX

This independent P&C agency in the Dallas–Fort Worth market runs a lean, virtual model managing $5M in premium and $545K in revenue. With 90% Personal Lines, 87% retention, and strong carrier...

$1,390,000

$1,390,000

Profitable, Hands-Off Insurance Agency with Predictable Monthly Income

Hilliard, OH

Profitable, Hands-Off Insurance Agency with Predictable Monthly Income Step into a turnkey business that delivers steady, recurring revenue while running with minimal oversight. This insurance agency...

$138,743

$138,743

Cash Flow: $149,951

Check Cashing Business Established in 2000

Wayne County, MI

A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...

$899,999

$899,999

Cash Flow: $450,000

Mortgage Field Services Industry

Fort Valley, GA

National Mortgage Field Services (NMFS.com) has established itself as a leader in the mortgage field services industry with over 15 years of expertise. Our website is a reliable source of information...

$650,000

$650,000

Philadelphia, PA - ATM route for sale

Philadelphia, PA

10 ATM Locations in the Philadelphia, PA area - all high-end Hotels - making $20,000/yr NET (outside of Gas and time) for sale for $36,622 Buyer must join the ACFN ATM franchise program. Franchise...

$36,622

$36,622

Cash Flow: $20,000

Profitable Check Cashing Business for Sale

Roselle, NJ

Great Check Cashing Business for Sale. Conveniently located in the town of Roselle, on the border with Elizabeth, NJ. This business provides the following services, such as: Money order, pay bills,...

$10,000

$10,000

Established Agency is Now Available In Highly Sought-After Katy, TX!

Harris County, TX

This established $4,950,000 premium agency is situated in the highly sought-after Houston suburb of Katy, TX. The agency owner has built a successful business and is seeking a suitable successor to...

$950,000

$950,000

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.