Mesa, AZ
20+ year agency with stable cash flows, strong client retention, and multiple levers for organic and inorganic expansion. The agency offers a compelling growth profile for a buyer seeking immediate...
Financial Services Established Businesses For Sale
Industry Info
Established Farmers Insurance Agency
5-Star Rated Insurance Agency with Diverse Book and Multiple Carriers
Weston, FL
Insurance Agency for Sale – Highly Reputable 5-Star Presence in Weston, FL Outstanding opportunity to acquire a well-established insurance business in the thriving Weston, Florida market. This...
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An amazing opportunity to move into a 5,665,000 established agency
Snohomish County, WA
Great agency for sale. I have great retention because of long established relationships. My staff are the best there is and they are long term. 2 staff together have over 100 years with our company....
Cash Flow: $250,000
Farmers Insurance Agency
Redmond, OR
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 support of experienced agents,...
For Sale $4Mil well established Allstate Agency in Huntsville Alabama
Huntsville, AL
Established Allstate Insurance Agency - Prime Huntsville Location This well-established Allstate insurance agency presents an exceptional opportunity for an entrepreneur seeking a profitable, turnkey...
Profitable Tax & Bookkeeping Firm $171K Revenue | Low Overhead | Grow
Kissimmee, FL
Turnkey tax and bookkeeping business with a growing client base, strong cash flow, and extremely low operating costs. Established in 2023, this company has already generated impressive traction with...
Cash Flow: $117,000
Established Farmers Insurance Agency Available
Denver, CO
Established Farmers Insurance Agency for Sale in Denver Metro Area This turnkey Farmers Insurance agency represents an exceptional opportunity for a licensed insurance professional seeking a proven...
Established $8.9M Premium Farmers Agency avail in Williamson Cty, TX
Cedar Park, TX
Established Farmers Insurance Agency - Turnkey Operation with $8.9M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a large...
Cash Flow: $546,399
Successful Farmers Insurance Agency for Sale
Murrieta, CA
Take advantage of a rare opportunity to acquire an established Farmers Insurance Agency in the highly desirable Murrieta market. This agency generates approximately $23,000 per month in service...
Cash Flow: $276,000
Established book of business with great growth potential
Meridian, ID
This well-established Farmers Insurance franchise, operating since 2011, presents an exceptional opportunity in Idaho's rapidly growing Treasure Valley market. With annual revenue of $181,000 and...
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Cash Flow: $120,000
Newnan Georgia, Allstate for Sale
Newnan, GA
ESTABLISHED ALLSTATE INSURANCE AGENCY - NEWNAN, GEORGIA Turnkey Opportunity in Growing Coweta County Market This well-established Allstate insurance agency, operating successfully since 2015, presents...
EBITDA: $304,000
*RARE* in Scottsdale! Acquisition + 340% Bonus Potential + Commissions
Maricopa County, 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,...
Cash Flow: $100,000
Folsom CA CPA Practice for Sale
Folsom, CA
• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...
Cash Flow: $708,000
Established Business Brokerage
$98,000
Shasta County, CA
Powerhouse CPA Firm in Scottsdale, Arizona -
Scottsdale, AZ
Own an Apex CPA firm in Arizona's wealth hub! Located in the heart of Scottsdale, one of the nation's premier wealth hubs, this 1.6M powerhouse CPA represents the rare intersection of elite clientele...
EBITDA: $856,000
Well-Established Tax Accounting Practice
Palm Beach County, FL
For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from...
Cash Flow: $175,386
David Greeley
Transworld Business Advisors of Lake Lanier
Serving Hall County, GA
In today's economy, there are more people looking to buy and sell businesses than ever before. When a company owner needs to sell their business, they can't just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld Business Advisors of Lake Lanier are skilled professionals committed to community business success. Call us at 770-225-2910 for free guidance and advise. Our success is driven by our clients successful transitions.
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Established Tax Preparation and Accounting Business
Colorado
This tax preparation and accounting practice serves over 400 clients across the United States and enjoys excellent return business. The seller wishes to sell this well-established book of business to...
Cash Flow: $156,000
Mission-Critical Enterprise Platform 90%+ Recurring Revenue Low Churn
San Jose, CA
This is a rare opportunity to acquire a highly specialized enterprise SaaS platform serving customers operating in complex regulatory and compliance environments. The software is deeply embedded...
Cash Flow: $397,748
Established Independent Insurance Agency: Book $1.9M!
Arlington, TX
This is an established independent commercial insurance agency providing liability, property, auto, bond, and workers’ compensation solutions to businesses across Texas. The agency has built a strong...
Cash Flow: $271,819
$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...
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...
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....
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...
Cash Flow: $71,800
$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....
Lucrative Consulting Business
$55,000
Hudson County, NJ
Profitable Established Turnkey Farmers Insurance Agency for Sale
Orange, CA
Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...
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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....
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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
Fast Flexible Financing Company For Sale
Broomfield County, CO
This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...
Cash Flow: $205,779
Established Insurance Agency with busy traffic location.
Albuquerque, NM
Established Insurance Agency - Turnkey Opportunity in High-Traffic Albuquerque Location This profitable captive insurance franchise, operating since 2017, presents an excellent opportunity for an...
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Cash Flow: $48,000
Confidential Sale of The proprietary Kios Pos Software Platform
Broward County, FL
This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon...
Unlock Financial Freedom: Profitable Opportunity - Money Coach Group
Chester County, PA
Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...
Cash Flow: $145,823
$1.492,400 CPA firm for Sale in Pittsburgh, PA
Mcmurray, PA
Professional CPA Practice || Suburban Pittsburgh, Pennsylvania Gross Revenue (Twelve Months Ended April 30, 2026): $1,492,400 Strong Cash Flow: $667,200 Asking Price: $2,000,000 Revenue Breakdown...
Cash Flow: $667,200
Accounting practice affluent NW suburb of Chicago, Semi-Absentee
Cook County, IL
This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...
Cash Flow: $515,000
Established Bilingual Spanish Agency for Sale in Riverside County, CA
Riverside County, CA
Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in San Jacinto, CA, this bilingual Spanish agency serves the diverse Riverside,...
Established Business Brokerage – Prime Nashville Market
$67,500
Nashville, TN
Used Car Dealership and U-Haul franchise for sale.
Houston, TX
Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...
5
Cash Flow: $30,000
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...
Cash Flow: $416,580
Established $3.6M Allstate Agency for Sale in Western Pennsylvania
Pennsylvania
After 23 successful years serving Western Pennsylvania, this established Allstate agency presents a rare opportunity to acquire a highly profitable, diversified insurance business with deep community...
Established Tax Preperation Firm
Providence County, RI
Opportunity to acquire a well-established tax preparation franchise with approximately 15 years of operating history in the Rhode Island market. Supported by a nationally recognized brand, the...
Cash Flow: $63,780
Established Farmers Insurance Agency In MIchigan
New Baltimore, MI
Established Farmers Insurance Agency - Michigan This turnkey Farmers Insurance agency presents an exceptional opportunity to acquire an established business with $800,000 in annual premium and $82,000...
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...
Tech Platform - Investor Management and Capital Raising
Established SaaS platform serving the private markets industry with investor management and capital raising technology. This home-based, relocatable business operates in the rapidly expanding private...
AAA Agency with Great Retention & A Loyal Customer Base in MI!
Kalamazoo, MI
This exceptional AAA agency, established in 2016, has grown into a $2.5M operation built on proven systems & well-executed processes. The current owner is transitioning into a new industry, creating a...
Sam Gladstein
ERA Brokers Consolidated - Gladstein Group
Serving Clark County, NV
The Gladstein Group is committed to providing exceptional boutique commercial real estate services across all service offerings and commercial property types including office, industrial, retail, multi-family and mixed-use. Whether you are looking to acquire, sell, lease or develop commercial property, the Gladstein Group can provide professional guidance, market knowledge and customized personal service to help find the best solutions for your commercial real estate needs. We are a local firm, with national and international reach. We bring results by leveraging our local, personal contacts coupled with technology to achieve the reach and scale of our competitors. Through our strategic relationships with well-respected investment, mortgage, and merchant banking firms, we can assist clients in identifying sources for both equity and debt project capital for land acquisition, ground-up and value-added construction, as well as recapitalization. At the Gladstein Group, we see each commercial real estate engagement as an opportunity to enhance the community, enrich our clients and grow our reputation for personalized and knowledgeable service. No matter the size of the transaction, we strive to help our clients reach their goals. At the helm of the Gladstein Group’s commercial division is Sam Gladstein. Throughout the Las Vegas commercial real estate arena, Gladstein is recognized for his many accomplishments including his integral role in the successful development of the $5 billion Symphony Park, which is home to the city’s most important civic, cultural and medical facilities.
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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...
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...
Full-service accounting practice with a broad U.S. client base
$2,100,000
Allen County, IN
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...
Cash Flow: $373,630
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...
Cash Flow: $81,041
Established Insurance Agency
Pocatello, ID
Come see why the insurance industry is so appealing. This is a great business opportunity where you can take part in an awesome business structure with Residual Income, and attractive new business...
Cash Flow: $225,000
Group Health Insurance Agency/Book for Sale -CA
Banning, CA
Established in 1989, this owner operator group health insurance agency serves groups and self-employed professionals. The 2025 financials indicate $130,804 in commissions. The agency’s book of...
Cash Flow: $124,247
Established and relocatable Health Insurance Book of Business
Cooper City, FL
Established and relocatable health insurance book of business available for acquisition. Built on a digital-first platform with a streamlined CRM, this agency offers a turnkey operation with strong...
Cash Flow: $134,000
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
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...
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 | 367 |
| Asking Price | $500,000 |
| Reported Revenue | $412,217 |
| Reported Seller's Discretionary Earnings | $201,564 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $250,000 | $500,000 | $981,690 |
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 | $236,000 | $120,000 |
| Median | $412,217 | $201,564 |
| Upper Quartile | $840,000 | $343,775 |
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 | 1.00 | 1.86 |
| Median | 1.25 | 2.44 |
| Upper Quartile | 1.66 | 3.33 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $500,000, though prices range from under $250,000 to well over $981,690.
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 $201,564, 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 1.00 to 1.66, with a median of 1.25. Earning multiples range from 1.86 to 3.33, with the median at 2.44. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.44 times its annual owner earnings.
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