Scottsdale, AZ
Build an Asset. Create Immediate Income. Scale for the Future. Opportunities like this are rare. This established Farmers Insurance agency offers the unique combination of immediate renewal revenue,...
Financial Services Established Businesses For Sale
Industry Info
*RARE* in Scottsdale! Acquisition + 340% Bonus Potential + Commissions
Cash Flow: $100,000
Established Insurance Agency
Shasta County, CA
ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue...
2
Cash Flow: $155,651
Why Buy One Business When You Can Own the Firm That Sells Them All?
Oakland County, MI
If you have been deep in the search for the right business to buy, consider a pivot. You have likely discovered that strong cash-flowing businesses are rare, expensive, and often come with an SBA loan...
2
Cash Flow: $150,000
Highly Profitable San Diego County CPA Practice
Escondido, CA
Revenue Breakdown (7/1/2025 - 6/30/2026): • Individual & Fiduciary Returns: 607 returns at $961.94 average fee: $583,895 • Business Returns: 220 returns at $1,833.72 average fee: $403,419 • Benefit...
Cash Flow: $736,144
Rancho Cordova (Sacramento area) CA CPA Tax Practice
Sacramento County, CA
Established in 1989, this well-established CPA practice presents an excellent opportunity for an established firm looking to expand its tax practice or for a sole practitioner seeking to acquire a...
Cash Flow: $141,000
Quality CPA Practice for sale
Rockville Centre, NY
Established Long Island CPA practice available for acquisition due to owner retirement. The seller is committed to assisting the buyer for as long as needed to ensure a smooth transition and strong...
Small Business Consulting Firm & Partnership
State College, PA
Discover an Exciting Opportunity to Build Your Own Consulting & Advisory Business Imagine running a business that empowers small and mid-sized companies—the most overlooked yet promising segment in...
Cash Flow: $201,027
Enterprise Compliance Tax Platform Mission-Critical Scalable
Houston, TX
This confidential acquisition opportunity represents a highly specialized enterprise SaaS platform serving customers operating in heavily regulated industries. The software automates complex tax...
Cash Flow: $381,491
Mission-Critical Enterprise Platform 90%+ Recurring Revenue Low Churn
Tampa, FL
This is a rare opportunity to acquire a highly specialized enterprise platform serving customers operating in complex regulatory and compliance environments. The software is deeply embedded within...
Cash Flow: $397,748
75-year St. Joe River Valley Agency for Sale
Saint Maries, ID
This well-established Farmers Insurance agency represents a rare opportunity to acquire a 75-year-old business with deep community roots in scenic Saint Maries, Idaho. Located in the picturesque St....
5
Cash Flow: $44,000
Accounting Practice - 34077
Kentucky
Small Business Accounting Practice serving small business owners and individuals with fair prices for tax and accounting services. Their clients are the firm’s best marketing resource. The firms file...
Cash Flow: $240,000
McDonough GA, Elite Allstate Agency for Sale!
Mcdonough, GA
Imagine walking into your own thriving Allstate agency in McDonough, Georgia - a community that's experiencing remarkable growth just south of Atlanta. This isn't just another insurance agency; it's...
Maryland CPA Firm Acquisition Opportunity
Washington County, MD
This is a rare opportunity to acquire a respected, well-established CPA firm with over 40 years in business serving Frederick, Hagerstown, and South-Central Pennsylvania companies and clients. Don't...
Cash Flow: $512,000
Personal lines Book with Options
$110,000
San Jose, CA
Farmers Insurance Agency Book of Business for Sale LA
Downey, CA
Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $631,242 in annual premiums across Home policies, Auto, and Life...
Cash Flow: $35,910
Full-Service CPA Firm with Labor Union Niche!
New Jersey
This NJ based full-service certified public accounting and business advisory firm serves over 600+ active client relationships across individuals, labor unions, small businesses, trusts, estates, and...
Cash Flow: $533,435
Katrina CBI MAMI
M&A Business Advisors
Serving Carson City County, NV
M&A Business Advisors is a full-service Business Brokerage and M&A Advisory Firm and the Leader in Business Sales & Acquisitions. M&A Business Advisors specializes in the CONFIDENTIAL sale of privately owned businesses in a wide range of industries including Manufacturing, Wholesale Distribution, Service, Retail, Health Care, E-Commerce, Software, Construction, Food & Beverage and more. We use proprietary methods and advanced technology to better serve our clients and accomplish their objectives. M&A Business Advisors are highly respected, experienced Advisors who are recognized as some of the top deal makers in the industry. Our Advisors have extensive backgrounds as well as years of experience and knowledge in a wide range of industries. We work as a “Team” to collaborate and share our knowledge and expertise to best represent our clients. Our Advisors hold some of the top designations in the industry including the Certified Business Intermediaries (CBI) designation issued by the International Business Broker Association (IBBA), the Lifetime Certified Business Intermediaries (L-CBI) designation issued by the International Business Broker Association (IBBA), the Merger and Acquisition Master Intermediary (M&AMI) designation issued by M&A Source, the Certified Business Brokers (CBB) designation issued by the California Association of Business Brokers and the BBP – Industry Expert designation. Our Advisors are considered “Influencers” and have been instrumental in improving the standards and ethics within the industry. Our Advisors are actively involved as industry association Presidents, industry association Board Members, industry association Committee Chairs, industry association Instructors as well as contributors to industry publications. Selling or purchasing a business can be a complex, time consuming process. The process involves 100% commitment and a “hands on” approach by the Advisor along with expertise in a wide range of fields such as finance, accounting, commercial leases, understanding contracts and industry dynamics, managing due diligence, negotiations, preparing contracts and more. Our years of experience along with our proprietary process and ability to work as a team to solve complex issues that arise in transactions is what separates us from the competition. Rest assured that when you are working with a M&A Business Advisor, you are working with the Leader in Business Sales & Acquisitions. Please refer to our website and contact one of our Advisors near you for a complimentary consultation.
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Established Insurance Agency in Plainfield, Illinois
Plainfield, IL
Ready to be your own boss without starting from zero? This 14-year-old Farmers Insurance agency is the perfect "starter" book for a growth-minded entrepreneur. Benefit from a loyal client base and a...
Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA
California
The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...
EBITDA: $3,700,000
Own a Farmers Insurance Agency
Los Angeles, CA
Established. Profitable. Ready for Its Next Owner. Step into ownership of a legacy Farmers Insurance agency with over 15 years of proven success in one of the most desirable and opportunity-rich...
NEW! - Established Insurance Agency with instant renewal and bonuses!
Maple Grove, MN
$3.0M+ in annualized premiums with industry leading business coaching MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL...
2
SBA Pre-Qual Marketing Agency | Financial Advisors | 98% Recurring Rev
Tampa, FL
WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition...
Cash Flow: $874,343
Independent Insurance Adjusting Company
Hamilton County, OH
This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $495K with a strong cash flow of $181K. The owner is retiring, offering a unique...
Cash Flow: $174,486
Well-Established South Bay Mercury & P&C Book
Torrance, CA
This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing...
Cash Flow: $486,423
Est. CPA & Accounting Practice Lender Pre-Approved
Palm Beach County, FL
Established CPA & Accounting Practice for Sale – Northern Palm Beach County Well-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach...
Cash Flow: $468,837
ATM Portfolio: 230 Units | $350K Annual Cash Flow | Fully Managed
$1,700,000
Mobile County, AL
Allstate Insurance Agency – Lakeway, TX
Lakeway, TX
Turnkey opportunity to acquire a well-established Allstate insurance agency located in the highly desirable Lakeway / West Austin market (Next to LTHS & BSW Hospital). This agency services a stable...
Cash Flow: $190,000
Own a Farmers Insurance Agency in Prime Los Angeles County
Los Angeles County, CA
Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...
Established Business Brokerage
Hamblen County, TN
Opportunity to acquire an established business brokerage territory operating under one of the most recognized brands in the industry. This professional services business operates within the...
Turnkey Business Consulting Territory
Fort Bend County, TX
Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....
*2 Bay Area Farmers Ins Businesses For Sale- $6M Premium Portfolio!*
Marin County, CA
Rare opportunity to acquire one or both established Farmers Insurance agencies in two of California's strongest markets: Mill Valley and San Jose. These turnkey agencies offer immediate revenue,...
Cash Flow: $290,000
Established Central Texas Insurance Agency | Turnkey Farmers Agency
Leander, TX
Turnkey Farmers Insurance Agency | Prime Central Texas Location Don't miss the opportunity to acquire a well-established, turnkey Farmers Insurance agency in one of the fastest-growing regions in...
5
Elite, Established Allstate Agency – $6.8M Premium in New Mexico
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...
Accounting & Tax Firm for Sale - Flagstaff, Arizona
Flagstaff, AZ
Come enjoy cooler temperatures, a slower pace and and a great practice in Flagstaff, Arizona. This firm should do $900,000 in recurring revenue this year and we are asking a 1x multiple on revenue....
Cash Flow: $245,000
Allstate Agency in San Antonio, TX
Universal City, TX
ALLSTATE ELITE AGENCY - UNIVERSAL CITY, TX Established Allstate insurance agency strategically located in Universal City, Texas, positioned in one of the state's fastest-growing markets outside San...
Turn-Key Insurance Agency in Pleasanton, California
Pleasanton, CA
Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...
Priced to Sell Fast - B2B Franchise With Transferrable Territories
$50,000
Durham, NC
Own the Exclusive ATAX Area Developer Franchise for Central Indiana
Carmel, IN
This is an outstanding opportunity for an entrepreneur to acquire a respected, well-established business with an existing customer base, proven revenue, and significant growth potential. It is...
4
Cash Flow: $13,265
North Phoenix Insurance Agency | $1.4M Premium Book + Bonus
Phoenix, AZ
NORTH PHOENIX INSURANCE AGENCY - ESTABLISHED FARMERS FRANCHISE Rare opportunity to acquire an established insurance agency with immediate cash flow and growth potential in one of Arizona's...
Accounting and Tax Practice #3473
Phoenix, AZ
Well established tax practice and accounting office located in the North Phoenix area. For more info call GoldStar Business Brokers....
Cash Flow: $156,000
Independent Insurance Agency with Recurring Revenue
Texas
Established independent insurance agency serving the Dallas–Fort Worth market with a strong reputation for personalized service and recurring commission revenue of approximately $750K per annum. The...
Cash Flow: $442,700
Established Franchise Auto Insurance agency located in NE Dade
Miami, FL
Established Franchise Auto Insurance agency located in NE Dade. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including Std/Non Std auto, home,...
Cash Flow: $115,315
Northern Middlesex County, MA CPA Practice for Sale
Suffolk County, MA
This new CPA practice for sale in Northern Middlesex County, Massachusetts is projected to gross approximately $1,380,000 in 2026! Revenue flows steadily throughout the year, with about 75% coming...
Established ATM Route in Northern Colorado - $39K Cash Flow
Longmont, CO
Take advantage of a truly turnkey investment with this established ATM route operating along the high-traffic I-25 corridor in Northern Colorado. The route features 32 strategically placed machines,...
Cash Flow: $39,289
Allstate Agency in Copperas Cove, TX
Copperas Cove, TX
Fantastic older $2.78M Allstate agency of 35 years with many 20-year plus customers makes for great cross-selling opportunities. This book of business has been community groomed and has a loyal...
Cash Flow: $210,000
Seth Rudin
Seth Rudin
Serving King County, WA
IBA is the oldest business brokerage and M&A firm in the Pacific Northwest. Operating since 1975 we have sold more than 4,300 businesses. We are a sell-side business brokerage representing owners of family-held and privately owned companies. We primarily serve business owners in Oregon, Washington, Idaho and Alaska but we have sold businesses across the United States to buyers nationally and internationally. This includes assisting owners value their businesses accordingly, identify and locate buyers, negotiate successful sales transactions, and implement a seamless transition to new ownership. With my Washington & Oregon state real estate broker licenses, I facilitate the sale or leasing of the related commercial real estate. I am also a member of CCIM and CREA. I completed Columbia University's Mergers and Acquisitions program and have an Accounting degree along with an MBA. IBA serves all industries ranging from industrial to manufacturing, healthcare, professional services, marine services to transportation, wholesale to distribution, technology to service, cannabis and alcohol/wine, franchise resales, and other business types. Clients receive confidential representation with the knowledge, experience, and professional skill set required to complete a business sale for the maximum market value while employing best practices. As a former entrepreneur, I know firsthand the success, challenges and struggles that entrepreneurs and small business owners face everyday, because I've been there. These experiences along with my strong financial acumen and negotiation skills allow me to successfully assist Sellers navigate the sale of their largest retirement asset – their business. Please don't hesitate to contact me at seth@ibainc.com if I can be of assistance or share any further information about the IBA difference and how we can help!
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Silver Valley Idaho Agency for Sale
Kellogg, ID
SILVER VALLEY IDAHO INSURANCE AGENCY FOR SALE Established Farmers Insurance franchise serving the historic mountain community of Kellogg, Idaho since 2005. This well-positioned agency offers a rare...
5
Cash Flow: $40,000
A Well Known Connecticut Business Brokerage Business For Sale
Connecticut
Independent Well Known Connecticut Business Brokerage Available A well know Business Broker serving Connecticut for many years is available For Sale to be passed onto the next caretaker. We service...
Long-Established California ATM Business With Management in Place
$1,900,000
San Francisco County, CA
2.0 Million Premium BoB Farmers Insurance Agency
Lansing, MI
PROFITABLE FARMERS INSURANCE AGENCY - LANSING, MI Established in 2022, this thriving Farmers Insurance franchise represents an exceptional opportunity to acquire a profitable agency with $2 million in...
High-Margin 401(k) & Investment Advisory Consulting Firm
Michigan
The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...
EBITDA: $750,000
Established Farmers Insurance Agency-Houston
Houston, TX
Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a Farmers Insurance Agency...
Consulting, Bookkeeping and Accounting Firm
St. Charles, IL
Consulting firm that focuses on serving small and mid size clients with Revenue between $2.0 mil and $40 mil in sales. Serving about 15 clients with top clients accounting for bulk of the revenue....
Cash Flow: $185,000
Established Farmers Agency in El Cajon | Spanish-Speaking Client
El Cajon, CA
Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...
Turnkey Profitable Ins Agency for Sale – Bloomington, MN | $26K+/month
Minneapolis, MN
ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE WITH AN EXIT STRATEGY? Buy a turnkey Farmers Insurance Agency for sale in Bloomington, MN. Asking...
Cash Flow: $313,000
Premium Allstate Agency for Sale – Prime Location & Loyal Client Base
San Jose, CA
Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...
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 Analyzed | 386 |
| Asking Price | $550,000 |
| Reported Revenue | $485,000 |
| Reported Seller's Discretionary Earnings | $220,855 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $276,000 | $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.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $255,000 | $127,250 |
| Median | $485,000 | $220,855 |
| Upper Quartile | $932,574 | $379,221 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.04 | 1.92 |
| Median | 1.24 | 2.52 |
| Upper Quartile | 1.60 | 3.43 |
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 $276,000 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 $220,855, 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 1.60, with a median of 1.24. Earning multiples range from 1.92 to 3.43, with the median at 2.52. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.52 times its annual owner earnings.
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