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...
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
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
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
Cash Flow: $335,550
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
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
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
Cash Flow: $111,229
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,...
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
Cash Flow: $179,092
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
Cash Flow: $551,078
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
Cash Flow: $2,500
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
Cash Flow: $250,000
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
Cash Flow: $745,758
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
Cash Flow: $575,686
$4,500,000
Ontario
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
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
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"
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
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
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...
$240,000
Cash Flow: $132,000
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
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...
$369,000
Cash Flow: $234,000
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
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
Cash Flow: $80,000
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
Cash Flow: $1,093,958
$250,000
Temecula, CA
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
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
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...
$165,000
Cash Flow: $110,000
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
Cash Flow: $121,000
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
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
Cash Flow: $450,000
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
Cash Flow: $234,500
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
Cash Flow: $160,456
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
Cash Flow: $67,247
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
$2,200,000
Detroit, MI
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
Cash Flow: $232,370
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
Cash Flow: $366,918
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
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
Cash Flow: $200,000
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
Cash Flow: $110,000
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
Cash Flow: $697,683
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
Cash Flow: $162,568
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
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. .
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
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
$67,500
Nashville, TN
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
Cash Flow: $160,457
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
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
Cash Flow: $160,457
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
Cash Flow: $63,329
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
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
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
Cash Flow: $50,000
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.