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...
Financial Services Businesses For Sale
Industry Info
Multi-Revenue Stream Business Brokerage
Established Farmers Insurance Agency
Mckinney, TX
Established Farmers Insurance Agency - Turnkey Operation in Prime McKinney Location This premier Farmers Insurance agency represents an exceptional opportunity to acquire a fully operational insurance...
Profitable CPA Firm with Recurring Client Base and Strong Growth
New Mexico
Established 40 years ago, this highly respected CPA firm has built a strong reputation for delivering tax, accounting, bookkeeping, audit, and advisory services to small and mid-sized businesses...
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
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....
Multi-Lingual Personal Lines Agency
San Ramon, CA
Founded with a vision to serve the diverse community of San Ramon, this multi-lingual personal lines insurance agency has grown into a remarkable success story that bridges cultures and builds lasting...
Cash Flow: $50,000
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
Arizona CPA w/Long-term seller support
Fountain Hills, AZ
Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships,...
Cash Flow: $110,842
Established Allstate Agency | 5.6M Book of Business
Washington
Rare opportunity to acquire a well established name brand insurance agency in Eastern Washington with deep roots in the growing community it resides. The book was built over nearly 30 years by two...
Multi-Unit (3) Liberty Tax Franchise, Established Clientele
Casa Grande, AZ
MULTI-UNIT LIBERTY TAX FRANCHISE PORTFOLIO - CASA GRANDE, AZ Established three-location Liberty Tax franchise portfolio generating $581,000 in annual revenue with proven track record and established...
5
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...
Bilingual Tax Preparation, Notary, and Document Translation Services
New Haven County, CT
For sale is a Connecticut based professional services business offering a diversified suite of tax, administrative, and business support services to individuals, small businesses, and commercial...
Cash Flow: $146,630
Established Business Brokerage
$99,000
San Diego County, CA
Established Agency for Sale
Tustin, CA
Established and profitable Farmers Insurance agency located in the highly desirable Tustin area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...
Exclusive Business Brokerage Territory with Active Listings
Lancaster County, NE
Established in 2016, this well-positioned business brokerage serves a large, exclusive territory in Lancaster County, Nebraska, spanning 12 counties and approximately 20,000 businesses. The operation...
Dean Burnette
Best Business Brokers
Serving Chatham County, GA
At Best Business Brokers, we pride ourselves on being the premier business brokerage and commercial real estate firm in the Southeast USA. Our team of experienced and dedicated professionals is committed to providing exceptional service, expert guidance, and unparalleled results for our clients. With a collective wealth of knowledge and expertise spanning various industries, our team is uniquely positioned to navigate the complexities of buying, selling, and owning a business or commercial property. From manufacturing and hospitality to Main Street businesses, restaurants, and more, our specialized brokers are equipped to handle even the most intricate transactions. Meet Our Team of Experts: • Brian Judson, Senior Business Broker (Savannah, GA) - Seasoned expert with a proven track record of success • Keith Turner, Business Broker (Savannah, GA) - Manufacturing and Commercial Real Estate Specialist • Tatiana Yagecic, Business Broker (Charleston SC) (Hospitality Expert) - Skilled in navigating the unique challenges of the hospitality industry • Michael Gay, Business Broker (Macon, GA) - Retired banker with a keen eye for profitable businesses • La’Keisha Mondrey, Business Broker (Atlanta, GA) - Main Street business specialist with a passion for community development • David Siu, Business Broker (Restaurant and Commercial Real Estate Expert) - Savvy navigator of the restaurant and commercial real estate landscape • Dean Burnette, Managing Broker (Southeast Region) - Seasoned leader with a deep understanding of the Southeastern market Our Commitment to You: At B3, we understand that every business and commercial real estate transaction is unique. That's why we take a personalized approach to each client, providing tailored guidance and support every step of the way. Our team is dedicated to building long-term relationships, delivering exceptional results, and exceeding your expectations.
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A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency
Chapel Hill, NC
***PRICE IMPROVEMENT*** WAS: $1,450,000 NOW: $1,250,000 Opportunities of this caliber rarely hit the open market. Step into a high-performing, PRO-achievement Allstate agency in the heart of "Blue...
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....
Gain instant scale in the insurance agency industry
Harris County, TX
Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...
Cash Flow: $625,000
Tax & Accounting Practice to Generate Year Round Revenue
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
Established Bitcoin OTC Desk Serving High-Net-Worth Clients
Austin, TX
This established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based,...
Cash Flow: $310,503
A Legacy of Excellence. A Future of Exceptional Growth.
Alpharetta, GA
Acquire a Multi-Million Dollar Infrastructure: 2026 PRO Allstate Agency with $9.8M+ Book Opportunities to acquire an insurance asset of this scale, performance tier, and operational maturity are rare....
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
Turnkey Business Consulting Territory
$55,000
Pinellas County, FL
Insurance Consulting! 80% Recurring Revenue! 738k Net! 265k Down!
Monmouth County, NJ
JUST FELL OUT OF CONTRACT!!!!!!! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by...
Cash Flow: $731,000
Profitable Michigan Health MGA with Established Agent Network
Oakland County, MI
Established in 2003, this Michigan-based health insurance distribution platform operates as a Managing General Agency (MGA) focused on recruiting, onboarding, supporting, and servicing independent...
EBITDA: $2,083,000
Virtual Virginia-Based CPA Practice for Sale
Waynesboro County, VA
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...
Cash Flow: $125,346
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...
Lucrative Consulting Business
Hudson County, NJ
Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....
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...
Premier Nashville Insurance Agency – Ideal Owner-Operator
Sumner County, TN
This well-established Allstate agency offers a rare and attractive opportunity to acquire a profitable, high quality $5.4 million earned premium book in the heart of one of Tennessee’s fastest-growing...
Cash Flow: $270,649
8 Mn Book of Business Insurance Agency for sale in Lantana, Florida
Lantana, FL
Business Overview: -Established independent insurance agency with 19 years of successful operations -Approx. $1M annual revenue supported by an ~$8M P&C book -Portfolio Mix: 45% Personal Lines, 55%...
Turnkey Business Brokerage Opportunity
Oklahoma County, OK
This opportunity represents an established business brokerage operating under a proven, system-driven model supported by national resources and ongoing franchisor support. The business provides...
Harrisburg PA Allstate Agency for Sale!
Harrisburg, PA
Imagine walking into your own established Allstate agency in Harrisburg, Pennsylvania, where everything is already set up for your success. This isn't a startup dream - it's a proven business that's...
Turnkey Business Consulting Territory
$55,000
Fulton County, GA
Turnkey AAA Insurance Agency for Sale
Aurora, IL
Established AAA Insurance Agency for Sale in Aurora, IL This turnkey insurance agency represents an exceptional opportunity to acquire a well-established business leveraging one of the most recognized...
3
Cash Flow: $70,517
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...
Profitable Bi-lingual (Mandarin) Farmers Insurance book of business
Las Vegas, NV
Go into business for yourself… not by yourself Profitable Farmers Insurance agency for sale! The current owner is retiring, creating a rare chance to acquire a mature book of business that generates...
Tampa Bay Area, Florida - Established Allstate Insurance Agency
Hillsborough County, FL
Established Allstate Insurance Agency - Tampa Bay Area Opportunity This well-established Allstate insurance franchise has been serving the Southern Hillsborough County community since 1999, building a...
The Blueprint for Excellence in an Epicenter of Growth!
Wakefield, RI
Check out this highly productive Allstate agency! The Opportunity: Step into an Elite-level insurance agency delivering exceptional returns and positioned for accelerated growth. Generating nearly $1...
Thriving Mission Valley Accounting Firm
REAL ESTATE INCLUDED
Lake County, MT
Step into a flourishing and growing accounting practice located 25 miles from Flathead Lake. This firm has been in business for 24 years and is in high-demand with growth in the area and need for...
Service business for sale
Doral, FL
Established Accounting & Tax Practice for Sale in Doral, FL This well-established service-based business has been operating successfully since 2017, generating consistent annual revenue of $300,000....
Book of Business For Sale – San Diego, CA (92101) Farmers Insurance
San Diego County, CA
Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...
2
Andrew Carney
Endeavor Business Brokers
Serving Montgomery County, PA
Endeavor Business Brokers enables business owners to maximize the value of their business that they have poured so much into. When an owner puts a business on the market, that owner needs the right exposure, a marketing strategy that attracts the right buyer, and the right broker to help get the best value for their hard work. Buyers also need a broker who can help them identify and evaluate businesses and franchises for sale. We function with complete discretion and the utmost in integrity to help our clients move on from their business or take hold of the business of their dreams. Buying or selling a business is one of the most important decisions and financial transactions you will make in your life. Working with an experienced business broker can save you lots of time, money and frustration.
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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...
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...
Established Business Brokerage
$98,000
Shasta County, CA
Established Business Brokerage Business
Pierce County, WA
This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system. The business offers professional services to...
Established Farmers Insurance Agency
Mesa, AZ
20+ year agency with stable cash flows, strong client retention, and multiple levers for organic and inorganic expansion. The agency offers a compelling growth profile for a buyer seeking immediate...
An amazing opportunity to move into a 5,665,000 established agency
Snohomish County, WA
Great agency for sale. I have great retention because of long established relationships. My staff are the best there is and they are long term. 2 staff together have over 100 years with our company....
Cash Flow: $250,000
Lucrative Consulting Business
Norfolk County, MA
Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....
Farmers Insurance Agency
Redmond, OR
Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the support of experienced agents,...
For Sale $4Mil well established Allstate Agency in Huntsville Alabama
Huntsville, AL
Established Allstate Insurance Agency - Prime Huntsville Location This well-established Allstate insurance agency presents an exceptional opportunity for an entrepreneur seeking a profitable, turnkey...
Established Farmers Insurance Agency Available
Denver, CO
Established Farmers Insurance Agency for Sale in Denver Metro Area This turnkey Farmers Insurance agency represents an exceptional opportunity for a licensed insurance professional seeking a proven...
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 | 389 |
| Asking Price | $525,000 |
| Reported Revenue | $452,000 |
| Reported Seller's Discretionary Earnings | $210,100 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $270,000 | $525,000 | $985,000 |
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 | $240,000 | $124,524 |
| Median | $452,000 | $210,100 |
| Upper Quartile | $840,000 | $363,913 |
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 | 1.05 | 1.90 |
| Median | 1.25 | 2.51 |
| Upper Quartile | 1.65 | 3.39 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $525,000, though prices range from under $270,000 to well over $985,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $452,000 and owners earn a median of $210,100, 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 1.05 to 1.65, with a median of 1.25. Earning multiples range from 1.90 to 3.39, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.51 times its annual owner earnings.
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