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Financial Services Businesses For Sale

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Established Farmers Insurance Agency in Kingman, AZ for Sale

Kingman, AZ

Are you looking for an insurance agency with a strong reputation and high-growth potential? This is a well-established Agency in Kingman, AZ, with the ability to access multiple carriers in addition...

$180,000

$180,000

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Allstate Agency for Sale in Western Suffolk County New York

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

$2,700,000

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Well established independent insurance agency in Pinellas County

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

$600,000

Cash Flow: $335,550

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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,...

$250,000

$250,000

NEW PRICE! Allstate Agency in Forsyth County, NC

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

$749,000

Independent Claims Adjusting Firm, Seller Financing 50%

Broward County, FL

Independent Insurance Adjusting Firm – Established 31 Years – Florida-Based. This well-established independent insurance adjusting firm has been serving the State of Florida for over 31 years. The...

$225,000

$225,000

Cash Flow: $111,229

Florida-Based Boutique Debt Resolution Company

Miami, FL

Florida-based boutique debt resolution company that provides debt relief services to economically distressed Hispanic families and businesses in the US. • The Company specializes in debt negotiations,...

We Buy Houses Territories in Texas

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

$250,000

Cash Flow: $179,092

Business Law Firm-repeat clients 1 times gross

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

$625,000

Cash Flow: $551,078

Atm Business For Sale 150 Locations

Apollo Beach, FL

We have built a lucrative Atm Business Route over the last few years with locations in just over 30 states in major metro areas just to name a few: NY, NJ, FL , CA, IL, PA, SC, AZ, CT, GA, and other...

$7,500

$7,500

Cash Flow: $2,500

Ownership Opportunity in Established Insurance Agency

Post Falls, ID

This is a rare chance for a driven entrepreneur to acquire a $4 million premium segment from a flourishing insurance agency with a total premium book of approximately $15 million. This fractional...

$1,400,000

$1,400,000

Cash Flow: $250,000

Specialized Market Research Firm

Nassau County, FL

Very profitable specialized market research & economics firm helping private sector & government agencies make better decisions. Turnkey Operation with robust & scalable operation & strong foundation...

$1,995,999

$1,995,999

Cash Flow: $745,758

Extremely Profitable Public Adjuster!

Palm Beach County, FL

Founded in 2011, this thriving Florida-based business is a leader in insurance claim representation, specializing in high-demand areas such as water damage, roof leaks, hurricanes, floods, fires,...

$2,000,000

$2,000,000

Cash Flow: $575,686

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

$4,500,000 - Ontario

$4,500,000

Ontario

Abhi Mathews

Minerva Valuations

Under Contract. Stamford CT, Allstate for Sale.

Stamford, CT

This $3.5 million Established Allstate Agency in Stamford, Connecticut, offers an ideal entry-level opportunity to acquire one of the best small business opportunities in the US. It has exceptional...

$720,950

$720,950

High-Profit Insurance Office with Consistent Income

West Chester, PA

Tap into one of the most resilient industries with this agency opportunity offering access to nationally recognized carriers and a scalable infrastructure. • Sell top-tier personal lines products:...

$92,900

$92,900

Cash Flow: $154,832

Tim Bellon

VR Business Sales of South Tampa

Serving Hillsborough County, FL

"Providing Your Second Chance To Do What You Love"

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Under Contract: Darien Connecticut Allstate for Sale!

Darien, CT

This established Award Winning Six (6) million dollar Earned Premium Pro Allstate Agency is located in Darien Connecticut. The Agency has excellent Net Retention coming in at over 87%, with Tenured...

$1,200,000

$1,200,000

Elite, Established Allstate Agency – $6.8M Premium in New Mexico

Rio Rancho, NM

Step into a legacy of excellence with this Elite-level Allstate agency boasting $6.8 million in earned premium. Situated in Rio Rancho, one of New Mexico's fastest-growing cities, this agency has been...

$1,350,000

$1,350,000

Turn Key Cashflow Farmers Ins Agency - Texas Open to negotiation

Breckenridge, TX

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...

4

$240,000

$240,000

Cash Flow: $132,000

Thriving Manchester Allstate Agency Has It All!

Manchester, NH

Looking for a high-quality, established Allstate agency with loyal clients and strong fundamentals? You’ve found it. This long-standing agency in Manchester, New Hampshire manages a clean, profitable...

$800,000

$800,000

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

Turnkey Business Brokerage Opportunity

Rankin County, MS

Step into ownership of a turnkey business brokerage franchise backed by over 40 years of national brand recognition and success. Now available in the growing and opportunity-rich Jackson, MS market,...

$84,999

$84,999

FL Based P&C Insurance Agency For Sale

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

$390,000

Cash Flow: $80,000

Canadian Business Coaching Franchiser

Alberta

For sale is a business coaching franchiser acquired in 2018 by the current ownership group. It is currently one of the fastest-growing regions in the franchise global network. The company focuses on...

$4,200,000

$4,200,000

Cash Flow: $1,093,958

Rare Opportunity: Acquire 2 Established Insurance Agencies

$250,000 - Temecula, CA

$250,000

Temecula, CA

Rio Grande Valley Coaching Franchise Opportunity

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

$420,000

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

Insurance Agency for sale!

Milpitas, CA

Outstanding opportunity gem of a $1,851,000 in in-force premium(as of 4/28/2025) Farmers Insurance Agency in growth-rich state of California! With a high retention rate this agency won't b-available...

5

$165,000

$165,000

Cash Flow: $110,000

Retiring Agent Book For Sale

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

$215,000

Cash Flow: $121,000

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 CPA Practice with Growth Potential-SBA Pre-Qualified

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

$965,000

Cash Flow: $450,000

Restoration Op: Maximize Mercury Book's Potential!

Los Angeles, CA

Unfortunate losses have resulted in Mercury terminating this appointment. The Seller has 703 policies in force with Mercury Casualty Company and Mercury Insurance Company, dating back to 2012. A Buyer...

$750,000

$750,000

Cash Flow: $234,500

Consulting Practice – NW Houston & The Woodlands

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

$40,000

Cash Flow: $160,456

Life and Medicare Insurance Book of Business

Georgia

Read the ad entirely....Turn-key insurance book of business for sale! Includes approx. Over 220 active Life insurance policies and Medicare clients, offering consistent recurring revenue and...

$199,000

$199,000

Cash Flow: $67,247

Consulting Firm with Built-In Funding Source

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,...

Cash Flow: $900,000

Very profitable annuity boutique insurance agency

$2,200,000 - Detroit, MI

$2,200,000

Detroit, MI

Daren Ross

Green Pine Partners, Inc.

Profitable South Florida Precious Metals Dealer

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

$600,000

Cash Flow: $232,370

Independent Insurance Adjusting Company

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

$1,100,000

Cash Flow: $366,918

Allstate Insurance Agency in Lexington County, SC

Lexington County, SC

$654K in premiums! A rare opportunity to purchase a successful Allstate agency in Lexington County, South Carolina - without all of the initial startup costs and concerns. This agency has an...

$79,000

$79,000

Check Cashing and Tax Prep in DMV

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

$400,000

Cash Flow: $200,000

Established Farmers Insurance Agency Longstanding High Retention Book

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

$305,000

Cash Flow: $110,000

Profitable Payment Processing Business w/ Strong Growth Potential

Georgia

This successful and established payment processing business offers a rare opportunity for buyers seeking a profitable venture in a booming industry. With an impressive $900 million in annual...

$5,980,000

$5,980,000

Cash Flow: $697,683

Financial Service Business with Recurring Income

Fishers, OH

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...

$84,900

$84,900

Cash Flow: $162,568

Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials

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

$165,000

Tad Shepperd

Legacy Advisors LLC

Serving Bergen County, NJ

Legacy Advisors LLC is a full-service business brokerage helping individuals and corporations buy and sell businesses. Our market focus is small to mid-size businesses. .

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Turnkey Business Brokerage

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

$45,000

Established Business Brokerage - Rare Opportunity!

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

$76,000

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Meade Wallman

United Franchise Group

Business Coaching and Consulting for Small to Mid Sized Businesses

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

$45,000

Cash Flow: $160,457

Lucrative Business Brokerage with Multiple Revenue Streams

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

$60,000

Lucrative Business Consulting Firm for Sale

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

$58,000

Cash Flow: $160,457

SEMI PASSIVE, CASH FLOWING, PROFITABLE ATM ROUTE

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

$279,000

Cash Flow: $63,329

High-Volume DMV Registration Services Operation

Brea, CA

With an extensive background in the automotive industry, the owner established this thriving business more than 40 years ago. The operation fills the gap between small and independent automotive...

Cash Flow: $190,000

Top-Ranked National Business Brokerage Franchise Territory for Sale -

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

$75,000

Selling Book of Business - 200 Tax Clients Located in Tracy

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

$65,000

Cash Flow: $50,000

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.