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Financial Services Established Businesses For Sale

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Industry Info
Established Central Florida Title & Closing Company

Orange County, FL

Established Central Florida title and closing company with 36 years of operating history, generating consistent referral-based business from realtors, lenders, and investors. This business specializes...

$450,000

$450,000

Cash Flow: $225,165

CPA Practice for Sale in Providence, RI

Providence, RI

Established tax-focused accounting practice available for acquisition with a retirement-minded owner seeking the right successor. In operation since 2019, the firm has built a solid client base...

$715,000

$715,000

Cash Flow: $354,000

ELITE Allstate Agency located North of Raleigh, North Carolina

Wake County, NC

This is a rare opportunity to acquire an ELITE Allstate agency located just north of Raleigh in one of the state’s fastest-growing markets. The agency generates $17.6M in written premium with over...

$4,500,000

$4,500,000

Shakopee Turn-Key $1M Agency For Sale (MOTIVATED SELLER)

Shakopee, MN

A rare opportunity to acquire a turn-key, $1 million insurance agency in Shakopee with the potential to get enhanced bonuses for the first 3 years. This agency provides a good monthly cash flow,...

$100,000

$100,000

Cash Flow: $50,000

Northern Lake County, IL CPA Virtual Practice for Sale

Lake County, IL

This established and reputable CPA practice for sale in Northern Lake County, IL represents a turnkey virtual opportunity. The firm has built a strong reputation for delivering quality tax and...

$340,000

$340,000

CPA Tax Firm for Sale - Tucson, Arizona-$255,000 (virtual operations)

Tucson, AZ

This incredible little firm generates over $225,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant...

$255,000

$255,000

Cash Flow: $239,000

Virtual Phoenix CPA Practice - Specialty in Cost Seg., R&D, 179D

Maricopa County, AZ

Niche specialty firm focusing on 179D, Cost Segregation, and R&D tax credit services Owner is a CPA Established: 2004 Delivery Model: Fully virtual practice; all client meetings conducted via phone or...

$1,400,000

$1,400,000

Cash Flow: $379,000

Commercial Auto/Trucking Insurance agency.

Coral Springs, FL

Price change for a quick transaction!! Imagine stepping into a well-established commercial auto and trucking insurance agency that's been quietly thriving for over 16 years. This unique opportunity...

$230,000

$230,000

Cash Flow: $130,000

Fort Walton Beach, Florida-Prime Opportunity: Established Allstate Age

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

$1,800,000

Established Medicare Insurance Agency with 2,000+ Clients

Martin County, FL

Established Medicare Insurance Agency with 2,000+ Clients and Recurring Revenue Long-established Medicare insurance agency with a book of 2,000+ clients and a solid base of recurring commissions of...

$1,500,000

$1,500,000

Cash Flow: $420,535

3.3 million Gross 6 ERs and 5 new clients this year

Virginia

Founded in 1984 with a vision to transform healthcare financial operations, this medical billing company has evolved into a trusted partner for healthcare organizations nationwide. When the current...

$3,900,000

$3,900,000

Cash Flow: $600,000

Rutherford County CPA Practice for Sale

Murfreesboro, TN

• The owner is a CPA • This practice was established in 2008 • Software in use includes QuickBooks, Desktop and online - Ultra tax • Approximately $264,000 in annual revenue, via bookkeeping •...

$925,000

$925,000

Cash Flow: $323,807

North Bend CPA Practice for Sale

North Bend, OR

• The owner is a CPA • This practice was established in 2016 • Software in use includes UltraTax • Approximately $4,600 in annual revenue, via bookkeeping (2 clients) • Approximately $1,900 in annual...

$320,000

$320,000

Cash Flow: $151,154

Pawn Shop Collateral Loan Business License Gold Buying Jewelry

$399,000 - St. Louis County, MO

$399,000

St. Louis County, MO

Redlands EA Practice for Sale

Redlands, CA

• The owner is an EA • This practice was established in 2005 • Software in use includes Drake, QuickBooks, Drake Accounting • Approximately $160K in annual revenue, via bookkeeping (60 clients) •...

$700,000

$700,000

Cash Flow: $369,693

FIRE SALE! FIRE SALE! Bookkeeping Services -

North Carolina

Fire Sale! Excellent Opportunity to Add this turnkey operation to your existing bookkeeping and accounting Business. Well-established Accounting Practice that has been serving clients since 1979. This...

$175,000

$175,000

Cash Flow: $134,914

Kevin Lease, MBA

Murphy Business Of Des Moines

Serving Polk County, IA

Murphy Business is one of the largest and most successful business brokerage firms in North America. Whether you desire to buy or sell a business, our conveniently located offices throughout the United States and Canada provide business broker expertise that accommodates the diverse needs of clientele in many business sectors. How we partner with Sellers At Murphy Business, we take the guesswork out of selling your business. Working closely with you at every stage of the sales process, we promise to help you attain the maximum sale price at an optimal profit. We start by gaining a complete understanding of your needs and desires. Then we come up with a strategic plan that includes a clear outline of our recommendations and associated costs to you. From devising a strategic marketing approach to researching qualified prospective buyers to valuing your business, to negotiating terms that make sense for you, we’re here every step of the way. Murphy Business will help you complete your sale quickly and efficiently, so you are completely happy with us, the process, and the results. How we partner with Buyers Accessing our expansive business network across North America, we can assist you in making productive connections with companies and organizations that meet your interests. You will appreciate our methodical, proven approach that starts by listening to you and your plans for business ownership. We promise to get your deal done swiftly and efficiently. We guide you through the purchasing process, all the while keeping you up to date on procedural and financial issues, and putting you in touch with the appropriate accounting, banking, legal, real estate and other business partners who can help you close the deal with the greatest ease. Murphy Track Record Since 1994, Murphy Business has established a steady track record of successful business transactions with high closing ratios. Over the years, we have earned the respect of thousands of buyers and sellers across North America. When you need sound advice, a strategic plan, and tactical implementation to buy or sell a business, call on Murphy Business. Contact us today to find out why we are the trusted business brokers of entrepreneurs across North America.

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Turnkey Bookkeeping Business with Loyal Client Base & Growth Potential

Pinellas County, FL

This confidential opportunity represents an established and profitable tax preparation and accounting practice located in Pinellas County, Florida, serving individuals and small businesses through...

$139,999

$139,999

Cash Flow: $82,803

San Bernardino County CPA Firm with staff Listing CA2631

San Bernardino County, CA

Practice Details: This well-established CPA firm has operated and grown for over 25 years thanks to intentional, client-focused management. The firm maintains an outstanding reputation, strong...

$650,000

$650,000

~£0.75M Rev – FinTech Savings Platform (B2B2C)

A UK-based fintech platform providing a digital infrastructure for community-based savings, enabling users—primarily within underserved and diaspora populations—to participate in structured group...

Not Disclosed

Not Disclosed

EBITDA: $50,000

Los Angeles - Wilshire CPA Firm for Sale

Los Angeles, CA

Established CPA firm for sale in Los Angeles, California. This firm was founded in 1985 and has operated from its current location for nearly 17 years. The Seller is seeking eventual retirement but...

$2,895,000

$2,895,000

Cash Flow: $1,041,658

50+ year Allstate Agency in Northern Illinois

Boone County, IL

This well-established Northern Illinois agency brings over 50 years of history and a strong reputation within its market. The agency generates $9,274,657 in written premium across 4,655 policies in...

$1,700,000

$1,700,000

Secure Your Future with High Retention Agency!

Ellicott City, MD

The Gold Standard of Agency Acquisition: $3.4M+ Exclusive Allstate Agency Available Now! Looking for more than just a book of business? Step into a high-performance, PRO-achievement Allstate agency...

$525,000

$525,000

RETIRING - 42 Year Old Well Established GENERAL INSURANCE AGENCY

Pearland, TX

GOLD MINE FOR ANY ENERGETIC AGENT TO MAKE A VERY GOOD LIVING SOLICITING OTHER PRODUCTS LIKE LIFE, LTC, DI, ANNUITIES, MEDICARE, HEALTH, BESIDES PROPERTY AND CASUALTY PRODUCTS LIKE AUTO, HOME, FLOOD,...

$198,000

$198,000

Cash Flow: $45,600

Bakersfield Region CPA Firm for Sale

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

$415,000

Cash Flow: $181,306

$1.1M EBITDA In-House Financing Auto Dealership

Minnesota

Minnesota

Accounting Property Tax Audit Firm (Non-Attest) - Knoxville $375k Rev

Knoxville, TN

SALE PENDING - This firm offers an exceptional work-life balance with a standard 32-hour workweek and consistent three-day weekends (no Mondays). There is strong growth potential, and the owner has...

$500,000

$500,000

Cash Flow: $202,100

Captive Allstate Agency for Sale – Spokane, WA

Spokane County, WA

An exceptional opportunity to acquire a well-established Allstate agency in Spokane, Washington. Whether you're an existing Allstate agent looking to expand via merger or satellite office, or an...

$1,000,000

$1,000,000

Digital Gift Card Marketplace and Prepaid Product Platform

The Company operates a digital marketplace for merchant-branded gift cards and prepaid products. Through a scalable, asset-light technology platform, the business aggregates supply from multiple...

Not Disclosed

Not Disclosed

EBITDA: $3,393,000

Established Provider of Currency Management Solutions

Bexar County, TX

The company specializes in the sale and service of advanced cash-counting systems designed to enhance the efficiency of financial operations. Its product portfolio includes self-service coin counters...

$180,000

$180,000

Cash Flow: $136,000

Trusted Grant Writing & Nonprofit Consulting Firm I Recurring Clients

This established consulting and grant writing firm provides specialized services to nonprofit organizations, helping them secure funding, strengthen operations, and increase long-term impact. The...

$250,000

$250,000

Cash Flow: $86,427

Established Farmers Insurance Agency

Montrose, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Montrose, CO....

$550,000

$550,000

Cash Flow: $125,000

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

Farmers Insurance Agency For Sale In Central, Texas

$100,000 - Austin, TX

$100,000

Austin, TX

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 Tax and Accounting 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...

$645,000

$645,000

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

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 $10.5M in written premium and...

$2,500,000

$2,500,000

Brevard Tax and Accounting Practice For Sale

Transylvania County, NC

• REDUCED PRICE! • 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...

$230,000

$230,000

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of...

$714,000

$714,000

Lew Spelgatti

High Point Mergers

Serving Arapahoe County, CO

High Point Mergers is a Colorado based brokerage firm built on real transaction experience - not just listing. I have owned, operated, and successfully bought and sold over 50 locations of various businesses of my OWN portfolio. This is experience that most brokers will never have, Experience that means something. This gives me a practical understanding of what closes deals. High Point Mergers specializes in representing privately held businesses in lower middle market, and main street. Our approach is highly selective in who we decide to represent and bring to market. This limits our number of engagements, allowing us to focus on the few good deals we are representing and maximizing enterprise value for our clients. For sellers we go beyond simply listing a business. We position companies to be acquires by serious, qualified buyers. Our process is designed to create competitive tension while maintaining confidentiality and control throughout the transaction. For buyers, we provide access to legitimate, well vetted opportunities. We prioritize transparency, organized financials, and clear communication to allow buyers to efficiently evaluate and execute acquisitions with confidence. At High Point Mergers, our objective is simple: structure and close transactions that make sense for both sides - while maximizing value, minimizing friction, and ensuring a successful transaction.

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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

ESTABLISHED CPA-LED ACCOUNTING AND ADVISORY PRACTICE This well-established accounting firm operates under CPA leadership, serving small business clients with comprehensive financial guidance and...

$1,200,000

$1,200,000

Charleston ATM Portfolio: 250 Units | $814K Cash Flow | Vendor Loaded

$2,850,000 - Summerville, SC

$2,850,000

Summerville, SC

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

Baltimore, MD Semi-Virtual 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...

$350,000

$350,000

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

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

22 year Allstate Agency in the Cincinnati, Ohio area

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,528 policies and an impressive 90.89% retention rate, reflecting long-term client relationships and consistent service. The seller is...

$1,900,000

$1,900,000

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 Analyzed385
Asking Price$550,000
Reported Revenue$482,500
Reported Seller's Discretionary Earnings$221,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$275,000$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$254,068$127,000
Median$482,500$221,000
Upper Quartile$925,074$379,000

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 Quartile1.041.92
Median1.242.51
Upper Quartile1.593.43

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 $275,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $482,500 and owners earn a median of $221,000, 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 1.04 to 1.59, with a median of 1.24. Earning multiples range from 1.92 to 3.43, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.51 times its annual owner earnings.

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