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Financial Services Established Businesses For Sale

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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...

$499,000

$499,000

Cash Flow: $313,000

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1.2M Book of Business Insurance Agency for sale in Orlando, Florida

Orange County, FL

$1.2M book of business P&C insurance agency, operating since 2011, with strong referral network within the Indian business community, established walk-in traffic and location recognition, diversified...

$225,000

$225,000

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Turn-Key Farmers® Insurance Agency –Monterey County

Monterey County, CA

Turn-Key Farmers Insurance Agency in Monterey County Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. This agency serves the diverse...

$160,000

$160,000

Cash Flow: $115,000

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Established, Family-Owned 2nd Generation Turn-key Agency in Colorado!

Northglenn, CO

This established $5,500,000 premium agency is located in a highly sought-after northern Denver suburb. The agency owner has built an amazing business and is looking for the right successor to take...

$950,000

$950,000

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...

$975,000

$975,000

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...

$280,000

$280,000

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

Established Insurance Agency with Growth Potential

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$790,000

$790,000

Cash Flow: $134,876

Boutique Tax Practice on Maui

Wailuku, HI

Boutique Tax Practice on Maui Established in 1973, this well-positioned tax practice offers an excellent opportunity to acquire a profitable book of business serving the Maui community. Operating as a...

$70,000

$70,000

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...

$50,000

$50,000

Cash Flow: $209,493

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...

$520,000

$520,000

Cash Flow: $512,000

Atm Locations in Major Grocery Chains $7,500

Dallas, TX

We currently have high volume locations For Sale: Serious buyers only*. Comes with 5 year agreement. We have also built a lucrative Atm Business Route over the last few years with locations in just...

$7,500

$7,500

Cash Flow: $5,000

Farmers Insurance Agency Book of Business for Sale LA

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $631,000 in annual premiums across Home policies, with a small...

$40,000

$40,000

Cash Flow: $35,000

275-Unit ATM Route With Contract-Controlled Cash Flow.

$1,400,000 - New Orleans, LA

$1,400,000

New Orleans, LA

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

Large Topper Club Farmers Insurance Agency located in Texas

Plano, TX

EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...

$1,430,000

$1,430,000

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WA Established Insurance Agency for Sale – Allstate Opportunity

Washington

Business Overview: Multiple established insurance agencies are available for acquisition. These agencies have a strong presence in their respective communities, a loyal customer base, and significant...

$1,000,000

$1,000,000

HI Established Insurance Agency for Sale – Allstate Opportunity

Hawaii

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

AK Established Insurance Agency for Sale – Allstate Opportunity

Alaska

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

Fully Virtual CPA Firm – International Tax Focus, Systemized & Growing

Birmingham, MI

This is a fully virtual, highly specialized CPA firm focused on US international taxation for expats and non-residents. The practice was founded by a former Big 4 international tax professional and...

$260,000

$260,000

Cash Flow: $105,000

Legal Document Prep & Tax Practice - 25+ Years, SBA Pre-Qualified

SBA LOAN ELIGIBLE

Colton, CA

Well-established legal document preparation, tax, and notary services firm serving the Inland Empire for over 25 years. This business has built a deeply loyal, repeat client base rooted in trust,...

$300,000

$300,000

Cash Flow: $87,846

SBA LOAN ELIGIBLE

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...

$250,000

$250,000

8.7 MM Allstate Agency for Sale - Houston Area

Friendswood, TX

The established Allstate Agency, founded in 2011 services $8million in Managed premium and generates around 1.5MM in gross commission revenue ( 2025 ). The book of business is primarily personal lines...

$1,799,999

$1,799,999

Seattle, WA. Allstate Agency Mercer Island. Elite!

Kenmore, WA

ESTABLISHED ALLSTATE INSURANCE AGENCY - ELITE DESIGNATION This turnkey Allstate insurance agency, established in October 2019, has achieved Elite Agency status while serving the affluent Mercer Island...

$875,000

$875,000

Florida Title Loan Company

$3,900,000 - Winter Park, FL

$3,900,000

Winter Park, FL

Highly Profitable Bookkeeping & Accounting Firm

Maricopa County, AZ

This Semi-Absentee Virtual accounting firm works with only small business clients performing book cleanup, bookkeeping, payroll, and some special project work. Tax services are offered as a complement...

$2,950,000

$2,950,000

Cash Flow: $709,000

Bristol, CT Allstate Agency for Sale!

Bristol, CT

Imagine walking into your own established Allstate agency, where you'll immediately inherit a loyal customer base that's been built over 14 successful years. This Bristol, Connecticut opportunity...

$800,000

$800,000

Highly Effective Local Credit Repair Business

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$129,000

$129,000

Cash Flow: $55,098

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...

2

$285,000

$285,000

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...

$1,450,000

$1,450,000

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...

$1,350,000

$1,350,000

Insurance Lead Generation & Marketing Company for Sale

Los Angeles, CA

The Company is a performance-based marketing and lead-generation partner serving regulated insurance verticals, with a primary focus on Medicare and Final Expense. The business specializes in driving...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

Well-Established, Mature Insurance Agency (35 Yrs) for Acquisition

Tigard, OR

Well-Established Insurance Agency - 35 Years of Excellence This mature Farmers Insurance agency presents an exceptional acquisition opportunity for qualified buyers seeking a turnkey operation with...

$225,000

$225,000

Financial Planning Virtual RIA: Ride this new disruptive wave early!

Nazareth, PA

Head to emancipare.com/buyer to get started, this one won't last long! Advice-only financial planning, investment advising, and tax planning is a fast-growing wave. Every household needs a financial...

$95,000

$95,000

Cash Flow: $55,839

Tax Preparation and IRS Representation Firm in Dallas / Ft. Worth

Tarrant County, TX

Established in 2013, this well-respected tax preparation and IRS representation firm has built a loyal client base and a strong reputation for translating complex IRS legalese into plain language....

$172,500

$172,500

Cash Flow: $91,489

Established Business Brokerage Franchise

$69,500 - Hamilton County, TN

$69,500

Hamilton County, TN

Judah Dishington

United Franchise Group

Established Farmers Insurance Agency

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...

$185,000

$185,000

Profitable Payday Loan Business w/ Established Customer Base for Sale

Slidell, LA

Established payday lending business operating successfully in Slidell, Louisiana since 2012. This profitable financial services operation generates ~$200,000 in annual revenue with strong cash flow of...

4

$325,000

$325,000

Cash Flow: $98,200

Profitable Real Estate Appraisal Firm

Brooklyn, NY

Established Real Estate Appraisal Firm - Brooklyn, NY This is a rare opportunity to acquire a well-established, family-run real estate valuation company serving the New York Metro area since 1991....

$850,000

$850,000

$1.470K CPA firm for Sale in Pittsburgh, PA

Mcmurray, PA

Annual Cashflow - $515K Revenue Breakdown (December 2024 – November 2025): • Individual & Trust Returns: 489 returns at $860 average fee = $420,800 • Business Returns: 266 returns at $2,310 average...

$2,000,006

$2,000,006

Cash Flow: $514,100

Allstate Agency in Media, PA

Media, PA

Well established, $1.97M, 10 year Allstate agency is a perfect opportunity for scalability. With low overhead expenses, an excellent bundle rate of 86.20% and licensed to sell in PA, DE and NJ, this...

$349,999

$349,999

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,...

$250,000

$250,000

Profitable, Long Established CPA Practice

Calvert County, MD

This profitable, well-known CPA practice has been a trusted fixture in Calvert County and Southern Maryland for over 20 years, serving generations of loyal clients through a highly referral-driven...

$180,000

$180,000

Reduced! Fairhope Al Allstate Agency!

Fairhope, AL

Discover a remarkable investment and entrepreneurship opportunity in the heart of vibrant Fairhope, Alabama. This established Allstate agency presents an ideal entry point for aspiring business owners...

$475,000

$475,000

Cash Flow: $282,000

Francisco Kayser

The Keyes Company

Serving Miami-Dade County, FL

When you buy and sell with an associate of The Keyes Company, you will have your search or business for sale in good hands with more than 66 owned office through out Florida. Your listing will sell fast and you will have 24/7 support from me.

Contact Me >

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B2B Lending Company and Platform for Sale - Turnkey Opportunity!

Acquire this existing, historically profitable small-business financing (MCA) marketplace that helps entrepreneurs across the United States access a range of funding solutions via a streamlined online...

$150,000

$150,000

Cash Flow: $422,560

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...

$699,000

$699,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

"Elite" Allstate Listing in Bristol, CT!

Bristol, CT

This established Allstate Elite Level insurance agency represents a premium acquisition opportunity in the Hartford County market of Bristol, Connecticut. Operating as a fully functional enterprise...

$1,800,000

$1,800,000

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

Allstate Agency in North Augusta, SC

Aiken County, SC

This meticulously grown Pro-level Allstate agency has $3.44M in premium and 1718 active policies. Retention is strong at 85.62 and with a 43 year client base in the North Augusta area, this agency is...

$630,000

$630,000

100% owner financing for qualified local CPA with 15 years experience.

Los Angeles, CA

Westwood, Westside Los Angeles, High Quality CPA Practice for Sale. Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after...

$1,500,000

$1,500,000

Cash Flow: $800,000

WA Established Insurance Agency for Sale – Allstate Opportunity

King County, WA

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....

$1,500,000

$1,500,000

Non-Standard Insurance Agency w/Multiple Revenue Lines

South Gate, CA

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant...

$450,000

$450,000

Cash Flow: $60,000

Established Nashville Cash Homebuyer Business with Great Reviews

Franklin, TN

Starting Your Real Estate Investment Business but don't want to wait years to Establish Your Reputation & do your first deal? This business foundation will put you on the fast track to doing your...

2

$45,000

$45,000

EBITDA: $1,485,000

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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