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Financial Services Established Businesses For Sale

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Opportunity to buy an Allstate Agency and top in the country System

Broward County, FL

$23,000,000 Premium Allstate Agency has to be seen to believe the revenue generated. The agency owner is willing to share their State of the Art process that make this the best revenue generating...

$6,000,000

$6,000,000

Cash Flow: $1,625,000

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Established Insurance Agency – Immediate Revenue & Expansion Potential

Chandler, AZ

ESTABLISHED FARMERS INSURANCE AGENCY - CHANDLER, AZ This well-established Farmers Insurance agency presents an exceptional opportunity for a motivated buyer seeking immediate revenue and growth...

$170,000

$170,000

Cash Flow: $100,000

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Long-Term Thriving Agency For Sale

Boise, ID

Picture stepping into your own insurance agency right here in the Boise, Idaho area. The Treasure Valley is one of the fastest growing, most dynamic markets in the Northwest. Instead of starting from...

$525,000

$525,000

Cash Flow: $275,000

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Sticky Enterprise SaaS Mission-Critical Platform 90% Recurring Revenue

Tampa, FL

This is a rare opportunity to acquire a deeply embedded enterprise SaaS platform operating at the intersection of regulatory compliance, financial reporting, and workflow automation. The software is...

$5,500,000

$5,500,000

Elite Agency in Highly Sought-After Denver Suburb Greenwood Village!

Greenwood Village, CO

ELITE AGENCY IN GREENWOOD VILLAGE, CO • Established Allstate Agency in Operation Since 2019 • Earned Premium Book of $2,650,000 • Strong Retention Ratio of 88% & Exceptional Loss Ratio of 21% •...

$550,000

$550,000

Automated Token Launch Platform – $4.1M Profit, 79% Net Margins

Highly profitable, fully automated SaaS platform enabling users to create and launch Solana tokens through a simple, no-code interface. Since early 2024, the business has generated $5.2M+ in revenue...

$2,950,000

$2,950,000

Cash Flow: $1,633,153

$3.5 Million BoB Farmers Insurance Agency for Sale

Long Beach, CA

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an experienced agent or entrepreneur seeking to acquire a...

$350,000

$350,000

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

Insurance Book of Business – Murrieta, Ca

Murrieta, CA

Don’t miss this opportunity to own an insurance book of business located in the highly desirable Murrieta market. Perfect for agents looking to step into ownership with immediate income. What’s...

$100,000

$100,000

Cash Flow: $66,000

For Sale: Insurance Book of Business

Encinitas, CA

Ready to take ownership of a business with immediate revenue and serious growth potential? This Farmers Insurance book of business is a rare opportunity to step in and start earning from day one....

$100,000

$100,000

Cash Flow: $80,000

High Opportunity Insurance Book of Business -$90,000

Carlsbad, CA

Looking to step into a profitable, scalable insurance business with immediate income potential? This is your chance. We are offering a small but powerful book of business with Farmers Insurance that’s...

$90,000

$90,000

Cash Flow: $71,800

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

Lucrative Consulting Business

$75,000 - Norfolk County, MA

$75,000

Norfolk County, MA

Greg Nowak

United Franchise Group

$2.5 Million Premium BoB Farmers Insurance Agency

Iron Mountain, MI

This well-established Farmers Insurance agency presents an exceptional opportunity to acquire a proven business with $2.5 million in premium volume and nearly two decades of successful operation....

$450,000

$450,000

$8 Million Premium Farmers Insurance Agency For Sale

Lansing, MI

This well-established Farmers Insurance agency presents an exceptional opportunity to acquire a thriving business with approximately $8 million in annual premium volume, generating $850,000 in annual...

$800,000

$800,000

J. Darrow Graham

Transworld Business Advisors Grapevine

Serving Tarrant County, TX

Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists. Since our inception, we have excelled in getting deals done! Contact us and you will understand what makes us the best company to handle any business or commercial real estate sale.

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Established Insurance Agency with instant renewal revenue and bonuses!

Hennepin County, MN

MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE...

2

$340,000

$340,000

Help business owners exit and help buyers become business owners!

Oakland County, MI

It can be hard to find the right business, so consider a pivot. What if you moved into a role that gives you first access and deeper insight into a wide range of opportunities, but instead of tying up...

$75,000

$75,000

Cash Flow: $150,000

Profitable, high retention insurance agency for sale

Saint Maries, ID

Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...

$53,000

$53,000

Cash Flow: $62,000

West Coast Insurance Platform | $1.6M EBITDA | 90% Retention

This opportunity represents the acquisition of a highly regarded, boutique-style insurance brokerage with a long-standing market presence and a reputation for delivering tailored risk management...

Not Disclosed

Cash Flow: $1,600,000

A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency

Chapel Hill, NC

Opportunities of this caliber rarely hit the open market. Step into a high-performing, PRO-achievement Allstate agency in the heart of "Blue Heaven." This turnkey business is positioned in one of...

$1,450,000

$1,450,000

50 Year Old Agency With 90% Retention For Sale!

Royal Oak, MI

LOTS of growth possibilities. Agency hasn't spent any time or money into growth. Virtually an untapped business with 20+ years of requotes, cross sells, win-backs, etc....

3

$770,000

$770,000

Georgia - Personal lines Insurance Agency (Virtual - 90% retention)

Gwinnett County, GA

Well-established insurance agency with proven systems and exceptional retention metrics. It serves a diverse, bilingual client base with a strong focus on standard personal auto and homeowners...

$170,000

$170,000

Great ATM Route - SW Washington

$375,000 - Vancouver, WA

$375,000

Vancouver, WA

5M Book of Business Insurance Agency for sale around Houston, Texas

Brazoria County, TX

$5M Book with 85%+ Retention P&C insurance agency with two Houston-area retail offices, strong walk-in traffic, and a diversified personal/commercial book positioned for continued growth under new...

$1,100,000

$1,100,000

Established Polish Business Ready to Grow!

Oak Lawn, IL

Are you looking to grow a residual revenue stream? Look no further than this stablished Farmers Insurance Agency with $70,000 in annual revenue. With a loyal customer base and the opportunity to...

2

$70,000

$70,000

Cash Flow: $65,000

Thriving Gulf Coast Allstate Opportunity

Okaloosa County, FL

Allstate Agency for Sale – Fort Walton Beach, FL Thriving Gulf Coast Opportunity | Turnkey Operation | High Retention Take advantage of this rare opportunity to acquire a well-established, profitable...

$1,200,000

$1,200,000

Dedicated Insurance Specialists for the Commercial Transportation

San Joaquin County, CA

ESTABLISHED COMMERCIAL TRANSPORTATION INSURANCE AGENCY This specialized insurance agency serves the commercial trucking and transportation sector in San Joaquin County, California, generating $180,000...

$375,000

$375,000

Cash Flow: $120,000

Redwood City (SF Bay Area) CA CPA Practice for Sale

San Mateo County, CA

Established CPA practice, founded in 1991 and located in an affluent Bay Area community, offers a stable and profitable acquisition opportunity. The firm benefits from a steady clientele and a good...

$400,000

$400,000

Cash Flow: $229,000

Meemic & AAA Agency with Excellent Loyalty & Retention Rates in MI!

Midland County, MI

Founded in 2006, this well-established dual-carrier insurance agency has built a strong, loyal client base over nearly two decades. This agency’s consistently strong growth – driven by refined systems...

$595,000

$595,000

Check Cashing Business Established in 2000

Wayne County, MI

A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...

$799,999

$799,999

Cash Flow: $450,000

Independent Insurance Agency

Polk County, IA

This is an established independent insurance agency with a diversified book across commercial and personal lines. Revenue is largely recurring, supported by long-term client relationships and strong...

$4,200,000

$4,200,000

Cash Flow: $522,232

Worker’s Comp Insurance Carrier

Miles City, MT

The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance....

$20,000,000

$20,000,000

Cash Flow: $94,580

Economic & Community Development Consulting Firm

Doug Miller

Exio

High-Margin High-Growth Tax Firm Having Nailed the Target Market

Weber County, UT

The firm is a U.S.-based tax strategy, accounting, and advisory firm dedicated to helping high-income individuals and business owners optimize their tax outcomes. Unlike traditional compliance-focused...

$2,000,000

$2,000,000

EBITDA: $500,000

Expense Reduction Business at Reduced Price

Houston, TX

We are the largest independent cost reduction consulting firm in North America. Our network of consulting offices serves as the outsourced expense reduction specialists for business clients from...

$60,000

$60,000

Cash Flow: $93,000

CPA Firm

Jefferson County, NY

Well established CPA Firm with excellent growth potential. Located in Jefferson County NY, near Fort Drum Army installation. Virtual office utilizing Thompson Reuters SAAS....

$540,000

$540,000

Profitable Hallandale Estrella Insurance Franchise For Sale

Hallandale Beach, FL

Turnkey Estrella Insurance franchise with a strong, active book of business and outstanding brand recognition. Located in a high-traffic, high-visibility area of Hallandale Beach, the office benefits...

4

$385,000

$385,000

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$1,000,000

$1,000,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$500,000

$500,000

Tyler Li

Sea to Sky Realty

Serving King County, WA

Seattle Real Estate Consulting Group (SREG) is a Bellevue-based commercial real estate and business brokerage firm serving the Greater Seattle area. Our team specializes in commercial leasing, investment sales, and business brokerage across retail, restaurant, office, and mixed-use assets. We work closely with property owners, investors, and entrepreneurs to structure transactions that maximize value and minimize risk. With an international network spanning Seattle, Vancouver, Shanghai, Beijing, Hangzhou, and Chongqing, we provide unique access to cross-border capital and business operators seeking opportunities in the Pacific Northwest. Our services include tenant representation, landlord leasing strategy, restaurant and retail business sales, investment property acquisition, and market advisory. We combine local market expertise with international investor relationships to deliver results for our clients.

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Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$750,000

$750,000

Established Tax Preparation Franchise – 15+ Year Local Presence

Providence County, RI

Well-established tax preparation franchise serving the Rhode Island market for approximately 15 years. Backed by a nationally recognized brand, the business provides personal tax preparation, business...

$125,000

$125,000

Cash Flow: $63,781

Established Business Brokerage - Rare Opportunity!

$76,000 - Kings County, NY

$76,000

Kings County, NY

Judah Dishington

United Franchise Group

Thriving $12M Premium Farmers Insurance Agency for Sale — Redding, CA

Redding, CA

Stand-Alone Building with Lease or Purchase Option! Looking for a business opportunity that combines proven profitability, brand power, and outstanding growth potential? This is it. This $12,000,000...

$2,520,000

$2,520,000

Farmers Insurance Agency

Westlake Village, CA

Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...

$420,000

$420,000

Farmers Insurance Agency - For Sale

Reno, NV

An outstanding opportunity to acquire a well-established Farmers Insurance agency in Reno, complete with an existing client base and immediate revenue stream—offering significant upside potential. The...

$115,000

$115,000

Fully Remote Bookkeeping, Accounting, & Tax Practice For Sale

Weber County, UT

Established fully remote bookkeeping, accounting, and tax practice serving clients across Utah since 2019. This tech-enabled professional services firm delivers comprehensive financial services...

$257,000

$257,000

Cash Flow: $81,041

$13 Mn Book of business for sale in Miami, Florida

Miami, FL

Business Highlights: • Prime Miami location with a 50/50 Personal and Commercial Lines mix. • Strong commercial contractor base including electricians, plumbers, restaurants, and condominium...

$3,850,000

$3,850,000

Stop Competing. Start Leading. Be the Big Fish

Waukesha County, WI

What sets Farmers Insurance apart is the combination of ownership and infrastructure. Agents aren’t just selling policies; they’re building a tangible asset. That ownership is supported by a...

$90,000

$90,000

SE Ohio Accounting and Tax Practice established 30+ years

Ohio

This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet...

$275,000

$275,000

Cash Flow: $91,000

Established, Profitable, Independent Insurance Agency for Sale

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000

$1,150,000

Cash Flow: $373,630

Top Elite Allstate Agency For Sale- UNDER CONTRACT WITH LOI

Dallas County, TX

Top Elite Allstate Agency For Sale - Exceptional Growth Opportunity This established $11,000,000 premium Allstate insurance agency represents a premier opportunity to acquire a top-producing franchise...

$3,650,000

$3,650,000

Tax & Accounting Firm For Sale (Kansas City, MO metro area)

Jackson County, MO

The seller of this long-standing Kansas City. Missouri Accounting firm is approaching retirement and seeking a qualified buyer to take over the practice. For over 30 years, this Accountant has...

$228,000

$228,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

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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