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Financial Services Businesses For Sale

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Industry Info
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B2B Executive Engagement Platform for Sale

Manhattan, NY

A premium, membership-based B2B executive engagement platform connecting senior enterprise decision-makers with technology and professional-services sponsors. The Company delivers curated digital and...

Not Disclosed

Not Disclosed

Cash Flow: $1,131,055

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Philidelphia PA! Allstate for Sale!

Philadelphia, PA

Imagine walking into your own thriving Allstate agency in Philadelphia – one that's been successfully serving customers since April 2000. This isn't just another insurance agency; it's your ticket to...

$850,000

$850,000

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NEW PRICE! Allstate Agency in Broken Arrow, OK

Broken Arrow, OK

This 7-year-old, built from scratch, $1.89M Pro-Level Allstate Agency is ideal for a merger or a new business opportunity as it is a remote agency only. Oklahoma is a great location for continued...

$230,000

$230,000

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Long Established Claims Management & Collections Company

Maricopa County, AZ

This long-established company provides the insurance industry with effective recovery, collection, and claims management services nationwide. For more than 25 years, the firm has focused on a single...

$685,000

$685,000

Cash Flow: $200,000

B2B Lending Company and Platform for Sale - Turnkey Opportunity!

Opportunity to acquire a fully operational, historically profitable small-business loan origination platform serving clients nationwide. This digital platform streamlines borrower acquisition,...

$95,000

$95,000

Cash Flow: $422,560

NEW PRICE! Allstate Agency in Killeen, TX

Killeen, TX

This $4.14M, Pro-Level Allstate agency is a special, cultivated book of business for over 37 years with numerous 20 and 30 year clients. Being rooted in Killeen, TX places this agency in a very...

$550,000

$550,000

Commercial Insurance Business Offering

Broward County, FL

ARE YOU READY ? Here It IS - and it wont last! Well Established Mostly Commercial Insurance some Property & Workman's Comp Come in and continue! Full Staff in place doing Day to Day Operations (seller...

$1,800,000

$1,800,000

Cash Flow: $183,644

Highly Profitable Oregon Tax Practice

Lane County, OR

With a trusted reputation spanning more than 57 years, this Oregon-based Practice delivers comprehensive tax services to both businesses and individuals. As of January 2026, the Practice proudly...

$2,000,000

$2,000,000

Cash Flow: $748,916

Extremely Profitable Franchise Insurance Agency

Miami, FL

Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides...

$1,500,000

$1,500,000

Cash Flow: $419,355

PRICE REDUCTION Established Independent Adjuster Business 4 Sale

Connecticut

This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be...

$150,000

$150,000

Cash Flow: $131,680

Business brokerage opportunity - seller financing

Tampa, FL

Imagine stepping into a turnkey business brokerage opportunity that's perfectly positioned for your success. If you're already a Florida real estate broker or agent, this could be the natural...

$40,000

$40,000

Public Adjuster Business

Florida

Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...

$2,000,000

$2,000,000

Cash Flow: $650,824

For Sale: Established Tax Consulting & Accounting Firm

Virginia

For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...

$277,000

$277,000

SBA Pre Approved - Established 50 year ELITE Allstate Insurance Agency

$729,000 - Cortland, NY

$729,000

Cortland, NY

Christopher Ververis

First Choice Business Brokers - Excellence Team

Own an ATAX Franchise in Thornton, Colorado

Denver, CO

This turnkey ATAX franchise offers an excellent opportunity to own an established tax preparation and financial services business in the growing Denver metro area. FINANCIAL PERFORMANCE Asking Price:...

$175,000

$175,000

Cash Flow: $3,000

ATAX Flushing, NY Tax Franchise Opportunity

Queens, NY

ATAX Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Flushing, NY. This recession-resistant business has built a solid...

4

$360,000

$360,000

Cash Flow: $96,672

Gary Sharp

Sharp Business Brokers

Serving Pierce County, WA

Sharp Business Brokers is a Western Washington based merger and acquisition firm helping business owners through the important and complicated process of selling their business. Unlike traditional business brokers Sharp Business Brokers is not out to just LIST your business. We are here to assist you in making the decision of when is the right time to sell. There are many reasons to consider selling your business. Ideally you will sell when it is your idea and when business is thriving, not due to some unexpected event or at the bottom of the business cycle. We want to help get you ready for whatever happens. We help: • Determine the current value of your business. • Based on a business review help determine if this is the best time to sell. • Take an honest and realistic approach to exit planning. • To look at a contingency plan in case of an unexpected event.

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Own an Established ATAX Franchise, Proven System

Hackensack, NJ

ATAX NJ Tax Preparation Franchise - Established & Profitable - Recession-resistant business ATAX Office for Sale – Surrounded by Success, Ready to Thrive! PRIME LOCATION ADVANTAGES - Strategically...

5

$100,000

$100,000

Cash Flow: $15,000

Own an Established ATAX Franchise - Denver, CO

Denver, CO

ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...

5

$450,000

$450,000

Cash Flow: $84,000

Profitable Tax Preparation – Prime Manhattanville, NY Location

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

Houston, TX - ATM route for sale

Houston, TX

41 ATM Locations in the Houston, TX area, mainly high-end Hotels, some Shopping malls/centers - making about $71,000/yr NET (outside of Gas and time) for sale for $126,280 Buyer must join ACFN ATM...

6

$126,280

$126,280

Cash Flow: $71,000

Cleveland, OH - ATM route for sale

Cleveland, OH

12 ATM Locations in the Cleveland, OH area, all high-end Hotels - making about $20,000/yr NET (outside of Gas and time) for sale for $50,000 Buyer must join ACFN ATM franchise program. Franchise...

6

$50,000

$50,000

Cash Flow: $20,000

San Jose to San Francisco, CA - ATM route for sale

San Jose, CA

33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $40,000/yr NET (outside of Gas and time) for sale for $75,000 Buyer must join ACFN ATM franchise program....

6

$75,000

$75,000

Cash Flow: $40,000

Detroit, MI - ATM route for sale

Detroit, MI

22 ATM Locations in the Detroit, MI area - mainly high-end Hotels and Shopping Malls - making about $43,000/yr NET (outside of Gas and time) for sale for $93,549 Buyer must join ACFN ATM franchise...

6

$93,549

$93,549

Cash Flow: $43,000

Anaheim, CA - ATM route for sale

Anaheim, CA

8 ATM Locations in the Anaheim, CA area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $31,213 Buyer must join ACFN ATM franchise program. Franchise program...

6

$31,213

$31,213

Cash Flow: $16,000

Farmers Insurance agency

$320,000 - Englewood, CO

$320,000

Englewood, CO

Tucson, AZ- ATM route for sale

Tucson, AZ

11 ATM Locations in the Tucson, AZ area - high-end Hotels, Gas Stations, and high volume events, making $40,680/yr NET (outside of Gas and time) for sale for $64,705 Buyer must join the ACFN ATM...

6

$64,705

$64,705

Cash Flow: $40,680

San Francisco, CA - ATM route for sale

San Francisco, CA

7 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $11,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join the ACFN ATM franchise...

6

$20,898

$20,898

Cash Flow: $11,000

Jackson, WY - ATM route for sale

Jackson, WY

6 ATM Locations in the Jackson, WY area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $10,000 (YES $10,000) Buyer must join ACFN ATM franchise program. Franchise...

6

$10,000

$10,000

Cash Flow: $16,000

Turnkey Digital Asset & Securities Exchange-Scalable FinTech Platform
Asset Sale

Florida

Confidential offering of a next generation multi asset exchange platform engineered to support public equities, private placements, IPO participation, tokenized securities, funds, real assets, and...

$30,000,000

$30,000,000

Online Tax Preparation Book of Business For Sale
Asset Sale

Houston, TX

Premium Multiservice LLC, DBA The Premium Advantage, is offering a rare opportunity to acquire a turnkey, fully digital tax preparation business — available as a standalone book of business or as a...

$90,000

$90,000

Mortgage Lender Database
Asset Sale

Los Angeles, CA

Top Producing Los Angeles County, CA lender is selling his 20 year database of over 8000+ clients in his database. Loans provided by Bank of the West, Bank of Montreal, Newrez, Guaranteed Rate,...

Not Disclosed

Not Disclosed

Scalable, low-overhead, B2B consulting franchise
Asset Sale

Estero (Lee County), FL

Own a Proven B2B Consulting Franchise with Low Overhead and Unlimited Earning Potential This is an exceptional opportunity to acquire a Schooley Mitchell franchise at a significant discount to the...

$60,000

$60,000

đź’Ľ Home-Based. B2B. Recurring Revenue Machine.
Asset Sale

Suffolk County, MA

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$73,000

$73,000

Franchise Insurance Agency Opportunity
Asset Sale

Fort Myers, FL

Insurance Agency Franchise Opportunity in Fort Myers, Florida This turnkey Sebanda Insurance franchise (#95) presents an exceptional acquisition opportunity for a licensed insurance professional...

2

$72,000

$72,000

Public Adjuster - Helping People Get What They Should
Asset Sale

Polk County, FL

Stand Up for Policyholders—and Own a Business That Matters When disaster strikes, homeowners and business owners depend on their insurance coverage to help them recover. But when an insurance...

$1,490,000

$1,490,000

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

8,384+/-sf former bank building in Apple Valley, CA
Real Estate Only

Apple Valley, CA

8,384+/-sf former bank building. Built in 1965 on 1.24+/-ac. 60+/- parking spaces (3 handicap). Located approx. 1 hour North of San Bernardino. ***Due diligence materials available with completion of...

6

Not Disclosed

Not Disclosed

Former Bank Branch 2,633 sq/ft on 1.46 Acres
Real Estate Only

Mayo, FL

Picture yourself owning a prime piece of commercial real estate in Mayo, Florida - the heart of Lafayette County and truly the "Gateway to Growth." This isn't just any property; it's your chance to...

6

$860,000

$860,000

Three Beautiful Contiguous Office Flex Condos
Real Estate Only

Broward County, FL

Transworld Commercial Real Estate and Transworld Business Advisors are pleased to present the property located at 2985 Center Port Circle in Pompano Beach, Florida, consisting of three contiguous...

$2,650,000

$2,650,000

Stop Paying Rent. Start Building Equity
Real Estate Only

San Antonio, TX

The American Dream: own your building while tenants pay your mortgage. The Setup 15,200 SF total | 5,600 SF for your use | Lighted corner at De Zavala & Parksite Woods | 17,550 CPD | C-3 zoning | 70...

2

Not Disclosed

Not Disclosed

Renegade Insurance Agency Franchise
Start Up

Ready to build something that's actually yours? Renegade Insurance is looking for driven professionals - licensed agents, captive agency owners, and entrepreneurs from real estate, mortgage, or...

$25,000

$25,000

The “Polymarket for Women” – Turnkey Prediction Platform
Start Up

ForecastHer.ai is a turnkey, pre-launch forecasting and prediction platform focused on women’s health, culture, and emerging femtech trends. The platform allows users to forecast outcomes on curated...

6

$195,000

$195,000

Farmers Insurance Agency
Start Up

Opportunity to open Insurance Agency In the San Fernando Valley/Ventura County area! The benefits: • New Business Commissions of up to 300% • Support from District Office and Territory team,...

Not Disclosed

Turnkey Online Lending Business: High Growth Fintech Licensing
Start Up

Looking for a scalable business in the high growth fintech sector? We are offering an exclusive, territory protected licensing opportunity for a battle tested online lending platform. Since 2018, our...

2

$160,000

$160,000

Young Bebus

VR Business Brokers | Mergers and Acquisition

Serving Dakota County, MN

VR Business Brokers / VR M&A Twin Cities is a premier advisory firm specializing in business sales, mergers and acquisitions, and certified business valuations for lower middle-market companies. The firm helps business owners maximize value, reduce risk, and achieve profitable, seamless transitions — whether selling to outside buyers, private equity groups, strategic acquirers, or internal successors. VR delivers comprehensive services from confidential market preparation and buyer outreach to valuation-driven deal structuring and transaction management. Known for rigorous financial analysis, strategic positioning, and a proven sales record, the firm consistently secures competitive offers and successful closings for its clients. The team’s approach integrates valuation expertise, market knowledge, and process discipline to guide business owners through every stage of the sale. This includes preparing clean financials, coordinating due diligence, managing negotiations, and navigating complex deal structures — all with strict confidentiality and a focus on value preservation. At VR, selling a business is not just a transaction — it’s the culmination of years of work and investment. The firm is committed to providing trusted representation, actionable insights, and responsive support to help business owners achieve the strongest possible outcome. VR: Valued Representation, Valuable Resources, Very Responsive.

Contact Me >

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Farmers Insurance Agency – Recurring Revenue & Growth Opportunity
Start Up

This is a unique opportunity to launch and grow your own agency with the backing of a nationally recognized brand through the Farmers Insurance Retail Agency Program in Michigan. Unlike purchasing an...

Not Disclosed

NE Middlesex County, NJ CPA Practice for Sale #NJ6587

Middlesex County, NJ

This long-established CPA practice for sale in NE Middlesex County, NJ generates annual gross revenues of approximately $650,000. - Desirable metropolitan location in Central New Jersey - Revenue mix:...

$795,000

$795,000

Well established credit Card processing portfolio for sale. Easy to ru

$200,000 - Los Angeles, CA

$200,000

Los Angeles, CA

Annapolis, MD CPA Tax & Accounting Practice

Annapolis, MD

This well-established yet growing CPA Practice for sale in Annapolis, MD has annual gross revenues of approximately $2,290,000. The firm has been providing reliable tax, bookkeeping, accounting, and...

Not Disclosed

Not Disclosed

Cash Flow: $881,000

Harris County Tax Practice For Sale

Harris County, TX

GROSS REVENUE: $163,000 (2026 projected) CASH FLOW: Available to registered, qualified buyers upon signing a confidentiality agreement BUSINESS DESCRIPTION: This is an excellent opportunity to acquire...

$163,000

$163,000

Remote Bookkeeping Firm with Recurring Revenue

SBA LOAN ELIGIBLE

This firm has more than 20 years of operating history. It provides outsourced bookkeeping, payroll, and HR support to small and mid-sized businesses in the Western U.S., with a strong base of...

$7,000,000

$7,000,000

Cash Flow: $1,519,774

SBA LOAN ELIGIBLE

Relocatable Allstate Agency – Established, Profitable & Diverse Client

Illinois

Relocatable Allstate Agency – Established, Profitable & Diverse Client Base A rare opportunity to acquire a well-performing Allstate book of business featuring a strong, loyal Spanish-speaking...

$290,000

$290,000

Turnkey Farmers Insurance Agency for Sale

Erie, CO

An exceptional opportunity to acquire an established Farmers Insurance Agency that has been in operation for over 20 years in Erie, Colorado. This turnkey agency offers an established book of...

Not Disclosed

Not Disclosed

Cash Flow: $200,000

Franklin, MA CPA Practice for Sale

Franklin, MA

This new CPA practice for sale in Franklin, MA is projected to gross $1,750,000 in 2026! The practice has desirable, diversified revenue streams in place including individual tax, business tax,...

$2,100,000

$2,100,000

Incredible NY based Merchant portfolio - 211 locations - $3,750,000

New York, NY

This New York based 211 location Merchant Portfolio is priced at $3,750,000. The portfolio’s owner has developed a cutting edge system, effective in operating and growing this merchant portfolio. “The...

$3,750,000

$3,750,000

EBITDA: $852,043

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 Analyzed402
Asking Price$550,000
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$220,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$290,000$550,000$1,000,000

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$260,000$132,414
Median$485,000$220,000
Upper Quartile$931,442$380,393

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 Quartile1.071.99
Median1.252.57
Upper Quartile1.553.45

FAQ's

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

The median asking price for an established Financial Service Business is $550,000, though prices range from under $290,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $485,000 and owners earn a median of $220,000, 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 1.07 to 1.55, with a median of 1.25. Earning multiples range from 1.99 to 3.45, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.

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