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Financial Services Businesses For Sale

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Farmers Insurance Agency – Established and Profitable

Bexar County, TX

Business Overview Year-to-Date Earnings: $108,225 Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$60,000

$60,000

Allstate Agency in the Finger Lakes region of New York

Monroe County, NY

This Allstate agency, located in the Finger Lakes region of New York, offers a rare opportunity to acquire a high-volume, established book of business with strong retention and significant growth...

$1,050,000

$1,050,000

Allstate Agency in Upstate New York

Monroe County, NY

This upstate New York insurance agency presents an excellent opportunity for a buyer seeking a solid book of business with strong retention and room to scale. Priced at $499K, the agency generates...

$499,000

$499,000

Farmers agency

Loma Linda, CA

As a dedicated Farmers agency, we offer personalized home and auto insurance solutions backed by one of the most recognized and trusted names in the industry. We take the time to understand your needs...

$185,000

$185,000

Cash Flow: $135,000

Established agency in a fantastic location in East Texas!

Rusk County, TX

Well established insurance agency located on the main drag in a town of 15000 people with limited competition from competing agencies. Many customers have been with the agency for decades. Great...

$300,000

$300,000

Cash Flow: $125,000

50 Year Established West NC CPA Firm (SBA Pre-Qualified)

Haywood County, NC

This is a premier opportunity to acquire a highly reputable CPA practice with a 47-year operating history in Haywood County, North Carolina. Since 1978, the firm has grown entirely through word of...

$957,000

$957,000

Cash Flow: $487,686

Profitable Medicare BOB for sale in Northern CA -Ideal buyer in detail

Placer County, CA

Medicare Books of Business for Sale in Norther CA. SEE PDF attached for Details. Established in 2018, main client base is in local region. Financially strong with long history of profitability....

Not Disclosed

Not Disclosed

Cash Flow: $55,000

Allstate Agency in Western New York

Monroe County, NY

Located in Western New York, this established insurance agency presents a strong opportunity for growth with $3,050,577 in written premium plus an additional $172,226 through Ivantage. The agency...

$550,000

$550,000

Orland Park, IL CPA Practice for Sale

Orland Park, IL

This well-established practice has a strong reputation within the community, and this is particularly shown forth in the loyal, long-standing client base. They maintain a desirable, more dispersed...

$675,000

$675,000

Merchant Processing / Service Provider for Sale

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

$4,050,000

Cash Flow: $412,800

Austin CPA Firm

Austin, TX

THE OPPORTUNITY This Austin CPA firm is a high-quality, well-established firm located in a prime area, serving a diverse portfolio that includes the construction, restaurant, and service industries....

$1,050,000

$1,050,000

Scalable Tax Preparation and Consulting Platform | Multi-Brand

A streamlined tax preparation and consulting platform with a proven operating model and nationwide reach. Established in 2016 with roots dating back to 2014, the business has been built for...

$11,000,000

$11,000,000

Cash Flow: $800,000

Niche Absentee-Run Distressed Residential Real Estate Wholesaling Co.

Virginia

EXECUTIVE SUMMARY We are offering for sale a highly scalable distressed residential real estate wholesaling company operating throughout the Greater Washington, D.C., Northern Virginia, and Baltimore...

$2,250,000

$2,250,000

EBITDA: $450,000

Established Insurance Agency for Sale – Allstate Opportunity

$1,000,000 - Oregon

$1,000,000

Oregon

Southeastern CT CPA Firm

New London County, CT

An established CPA firm in Southeastern Connecticut that has been serving clients for nearly 40 years, with strong, long-standing client relationships. The firm generated roughly $680,000 in billings...

$750,000

$750,000

Cash Flow: $340,000

Worcester Country CPA Firm

Worcester County, MA

The firm generated about $780,000 in revenue in 2025 with strong profitability (over 50% owner cash flow). It is supported by experienced staff, modern cloud-based and paperless systems, and operates...

$940,000

$940,000

Cash Flow: $392,000

Vinni Sapra

WCI Business Sales

Serving Maricopa County, AZ

With over 100 successful transactions closed and a background as an operator of 18 businesses, Vinni brings unmatched insight into what makes a business sell—and how to position it for the right buyer. We focus on selling real, profitable businesses across a range of industries including retail, service, healthcare, fuel, and franchise operations. Whether you’re looking to buy your first business or sell one you’ve built over years, Vinni’s Listings offers a process that is confidential, streamlined, and built around results. Our approach is hands-on, data-driven, and relationship-focused. We work with both buyers and sellers to guide them through every step of the transaction, from business valuation and pre-screening to negotiation, financing, and closing. We coordinate with attorneys, CPAs, and lenders to ensure every detail is handled with care—and every deal is structured for long-term success. We don’t just post listings and wait. We actively match qualified buyers to high-quality businesses and ensure that each transaction moves forward with clarity and confidence. If you’re looking for a business broker who knows the numbers, respects your time, and gets deals done—the right way—Vinni’s Listings is here to help. In looking for one of the top 100+ businesses for sale in Arizona, search our business listings (located in Phoenix, Scottsdale, Tempe, Mesa, Chandler, Gilbert, Glendale, Peoria, Tucson, Douglas, Prescott, Prescott Valley, Chino Valley, Dewey, Mayer, Sedona, Williams, Flagstaff and many other cities) currently available for sale exclusively at Arizona's oldest business brokerage.

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Public Sector & Youth Ad Sales Specialist

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$300,000

$300,000

Cash Flow: $140,000

Farmers Agency For Sale

San Mateo, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$250,000

$250,000

Cash Flow: $160,000

Allstate Agency Northwest of Houston, Texas

Tomball, TX

This high-performing agency in Northwest Houston presents a strong opportunity for both experienced operators and those looking to expand in a thriving market. With over $10.6M in written premium and...

$2,500,000

$2,500,000

Brevard Tax and Accounting Practice For Sale

Transylvania County, NC

• Seller retiring but willing to assist owner in transitioning clients. • Strong cash flow with ~50%+ margins and ~$100K+ in owner benefit after add-backs. • Revenues comprised of individual and...

$245,000

$245,000

Farmers Insurance Agency with over $2.5 million premium for sale

Lodi, CA

Farmers agency established since 1970 for sale. Many long term clients over 40 years. Great location and retention as well. Farmers is a great company and is currently focused on growth with many...

$350,000

$350,000

Cash Flow: $110,000

A Proven Property and Casualty Insurance Agency in Heart of New York

Queens, NY

HS Listing ID-70196 Financial Overview • Total Revenue: ~$312,500 • Commission Revenue: ~$282,500 • Agency Bill & Broker Fees: ~$30,000 • Written Premium: ~$2.64M • 1,400+ active policies • Personal...

$850,000

$850,000

Accounting Practice for Sale in Kansas City

Kansas City, MO

The Company is a CPA-led accounting and advisory firm focused exclusively on small business clients requiring ongoing financial guidance. Unlike traditional compliance-only firms, the Company utilizes...

$1,200,000

$1,200,000

Cash Flowing Payroll, Tax & Bookkeeping Firm w/ Great Seller Financing

Weber County, UT

ESTABLISHED PAYROLL, TAX & BOOKKEEPING PRACTICE - WEBER COUNTY, UT This thriving accounting and tax practice represents an exceptional acquisition opportunity in Utah's growing Weber County market....

$1,220,000

$1,220,000

Cash Flow: $247,000

Lucrative Consulting Business

$55,000 - Broward County, FL

$55,000

Broward County, FL

Thomas McKeen

United Franchise Group

Agency Ownership Opportunity | $3M Book | $300K Revenue

Phoenix, AZ

Step into ownership with an established insurance agency featuring a $3M book of business and approximately $300K in annual revenue. Located in the high-growth Phoenix, Arizona market, this...

$450,000

$450,000

Lifestyle Friendly Accounting & Tax Practice

Ohio

2026 Projected Revenue: $120,682 • Personal Tax Services – $16,426 • Accounting & Business Tax – $104,256 Key Highlights Strong, reliable revenue from a loyal base of monthly bookkeeping, accounting,...

Not Disclosed

Not Disclosed

Cash Flow: $85,000

Profitable CPA Firm/Tax Practice (Franchise) w/ tons of growth opp

Provo, UT

Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and...

$250,000

$250,000

Turnkey Farmers Insurance Agency - East Valley

Mesa, AZ

Established in 1981, this profitable insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking a proven business with over 45 years of continuous operation. The...

$450,000

$450,000

Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

$1,875,000

$8 Million Farmers Premium Book of Business Agency For Sale

Long Beach, CA

Established Farmers Insurance Agency For Sale - $8 Million Premium Book This well-established Farmers Insurance agency presents an exceptional opportunity to acquire a thriving business with...

$1,200,000

$1,200,000

Baltimore, MD CPA Tax & Accounting Practice

Baltimore, MD

This well-established yet growing CPA Tax & Accounting Practice for sale in Baltimore, MD has annual gross revenues of approximately $290,000. The practice has provided high-quality services to...

$325,000

$325,000

Independent Insurance Agency

Oklahoma City, OK

Imagine stepping into a thriving insurance agency that's been serving Oklahoma families and businesses since 1989. You'll find yourself at the helm of a well-respected independent agency with over 35...

Not Disclosed

Not Disclosed

Cash Flow: $784,000

Farmers Insurance Agency - $150K Income - Vietnamese

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

$230,000

Farmers Insurance Agency – $170K Income – Mandarin/Cantonese

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000

$265,000

Lucrative Consulting Business

$55,000 - Hudson County, NJ

$55,000

Hudson County, NJ

Thomas McKeen

United Franchise Group

Insurance Agency Book of Business for Sale – Health Care

Lake County, FL

Insurance Agency Book of Business for Sale – Health Care Accounts Established and reputable book of business specializing in Medicare Advantage Plans. The portfolio includes loyal, long-term clients...

$415,000

$415,000

Cash Flow: $205,966

YouTube Insurance Lead | 38K Subscribers | 2300 Organic Leads

Tampa, FL

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established...

$530,000

$530,000

Cash Flow: $177,383

Tri-Cities Area CPA Practice - Available after 4/15

Elizabethton, TN

• The owner is a CPA • This practice was established in 1992 • Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks • Approximately $40,000 in annual revenue, via...

$200,000

$200,000

Allstate Agency in Odessa, Texas

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000

$1,400,000

Allstate Agency in the Midland, Texas Area

Midland, TX

This established book of business is located in the Midland, Texas area and includes 1,758 policies in force and generates $6,116,215 in written premium with $513,868.57 in annual revenue. The...

$1,000,000

$1,000,000

Allstate Agency Ownership Opportunity – $7M Premium Book Available

Santa Clara County, CA

Opportunity to step into and operate an established Allstate insurance agency with up to approximately $7 million in premium volume. As a business broker who has built and sold businesses myself, I am...

$999,999

$999,999

22 year Allstate Agency in the Cincinnati, Ohio area

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,434 policies and an impressive 89.57% retention rate, reflecting long-term client relationships and consistent service. The agency...

$2,100,000

$2,100,000

Farmers Insurance Agency

Jackson County, OR

Established Agency for Sale 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...

$114,000

$114,000

Priya Rajan

Hershey Realty, Inc.

Serving Middlesex County, NJ

The most important thing when choosing a real estate professional is to find someone you can trust. I have a history of success and integrity in real estate that you can depend on. I have a team of experienced negotiators with expert knowledge of the local market. You can count on me to always work with your interests in mind, and to represent you and your wishes to the best of our ability.

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Nationally Recognized Philanthropy Advisory Firm

Forsyth County, NC

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm...

$97,500

$97,500

Financial Services Referral & Lead Generation Business - #2027

Jan-Feb 2026 Revenue: $584,000 Jan-Feb 2026 Recasted EBITDA: $203,000 2025 Revenue: $2,125,000 2025 Recasted EBITDA: $926,000 Location: Remote Price: $5,330,000 • Scalable, remote, digital performance...

$5,330,000

$5,330,000

EBITDA: $926,000

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

Established Real Estate Settlement & Title services Company

REAL ESTATE INCLUDED

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

$2,100,000

EBITDA: $387,219

REAL ESTATE INCLUDED

Well established accounting practice

Westminster, CO

WELL ESTABLISHED ACCOUNTING PRACTICE - WESTMINSTER, CO Established in 1996, this profitable home-based accounting practice offers an excellent opportunity for an experienced professional or someone...

$120,000

$120,000

Cash Flow: $170,000

Established Farmers Insurance Agency-Mesa, Arizona

Mesa, AZ

This agency provides an exceptional opportunity to acquire an established business with over four decades of operational success. Founded in 1981, this Farmers Insurance Agency has built a solid...

$264,000

$264,000

Turnkey Independent Global Money Transfer Business

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$188,000

$188,000

$300K (Revenue) Naples, Florida – CPA Tax Practice For Sale

Naples, FL

OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Not Disclosed

Cash Flow: $242,452

Professional Accounting and Tax Advisory Firm

Lake Worth, FL

This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals,...

$900,000

$900,000

Cash Flow: $204,000

The Back Office Law Firms Rely On—Without the Overhead

Austin, TX

This is a rare opportunity to acquire a remote legal services and paralegal platform that has become a trusted extension of law firms across multiple practice areas. Built for attorneys who value...

$581,000

$581,000

Cash Flow: $191,942

Buy or Sell a Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed326
Median Asking Price$469,500
Median Reported Revenue$412,217
Median Reported Seller's Discretionary Earnings$191,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$469,500$936,250

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$227,000$116,000
Median$412,217$191,000
Upper Quartile$840,000$350,000

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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile0.991.84
Median1.242.50
Upper Quartile1.673.20
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $469,500, though prices range from under $250,000 to well over $936,250.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $412,217 and owners earn a median of $191,000, 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 0.99 to 1.67, with a median of 1.24. Earning multiples range from 1.84 to 3.20, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.50 times its annual owner earnings.

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