Texas
Exceptional Opportunity to Acquire a Long-Established, Highly Profitable CPA Practice This is a rare opportunity to acquire a well-established and respected CPA firm serving South Texas for over 20...
Financial Services Established Businesses For Sale
Industry Info
Premier South Texas CPA Firm
Cash Flow: $620,000
Leading Cost Reduction Consulting Franchise
Utah County, UT
This preeminent consulting franchise is dedicated to partnering with business owners to identify and implement substantial expense reduction strategies across a broad spectrum of operational areas. As...
$2mil premium Lewiston agency with enhanced bonus
Lewiston, ID
Established Insurance Agency - Downtown Lewiston Opportunity This turnkey insurance franchise presents an exceptional opportunity to acquire a profitable agency with over 30 years of operational...
Cash Flow: $132,000
Self Service POS System Platform for Sale
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...
Own One of America's Best Small Business Opportunities
Leander, TX
Why This Agency Stands Out Established Farmers Insurance agency with an existing book of business Asking Price: $350,000 Strong recurring renewal revenue Loyal client base with long-standing...
Cash Flow: $500,000
Established Niche Accounting & Financial Services Firm
Beaufort County, SC
Well-established outsourced accounting and financial services business serving a specialized niche throughout the Lowcountry and Coastal South Carolina/Georgia region. The company has built a loyal...
Cash Flow: $84,000
Rural Accounting Firm and Building
REAL ESTATE INCLUDED
Blaine County, OK
70 miles from Oklahoma City, Well-established CPA practice serving farmers, individuals and small businesses throughout western Oklahoma with a full suite of professional services, including tax...
Cash Flow: $110,000
Established CPA Practice with Recurring Revenue in Auburn, AL!
Auburn, AL
Exceptional opportunity to acquire a well-established CPA practice with roots dating back nearly 30 years. Serving individuals and businesses throughout the growing Auburn-Opelika market, the firm...
Cash Flow: $308,268
Confidential Property Inventory & Documentation Services
Middlesex County, MA
A trusted provider of confidential property inventory and documentation services, specializing in comprehensive asset inventories for homeowners and businesses throughout New England. The company...
Cash Flow: $288,538
Insurance Agency
Lenawee County, MI
This primarily trucking-focused insurance agency/book has an active book of approximately $1.18M in in-force premium, and $112,637 in commissions with carrier relationships including Progressive MI,...
Cash Flow: $1
Allstate Agency in SE Louisiana
Louisiana
Exceptional opportunity to acquire a well-established $15.2M Allstate Exclusive Agency with two locations serving their communities for more than 30 years! The agency features a loyal, long-tenured...
Own a Profitable Check Cashing Business for $125k Down
Suffolk County, NY
A rare opportunity to step into a proven, cash-flowing business without needing to come in all cash. The seller is motivated and willing to finance the balance, making this one of the most accessible...
Cash Flow: $51,454
Over 20 years of success
Tesuque, NM
One of Santa Fe’s Most Established Dining Destinations A rare opportunity to acquire one of Santa Fe’s most respected operated restaurants, celebrated for its authentic cuisine, warm hospitality, and...
5
Cash Flow: $395,000
Farmers Insurance Agency for Sale
Albuquerque, NM
High-Retention $2.8M Allstate Agency in Sought-After Stroudsburg, PA!
Stroudsburg, PA
AGENCY HIGHLIGHTS • Annual Premium: $2,800,000 • Retention Rate: ~88% • Policies in Force (PIF): 1,300+ • Allstate “Pro” Achievement Level Agency • Current Owner is Committed to a Seamless Transition...
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...
Jeannie Randolph
Brio Brokers Group
Serving Bernalillo County, NM
Welcome to Brio Brokers Group, where we redefine the art of business transactions. With a track record of excellence and a commitment to delivering unparalleled service, we are your trusted partner in buying or selling businesses. Founded on the principles of integrity, professionalism, and client-centered approach, Brio Brokers Group has emerged as a leading brokerage firm dedicated to helping entrepreneurs and investors achieve their business goals. Whether you're looking to sell your established enterprise, acquire a new venture, or explore strategic partnerships, we have the expertise and resources to guide you every step of the way. Our Team: Our team is our greatest asset. Comprised of seasoned professionals with diverse backgrounds in finance, marketing, franchises, and business management, we bring a wealth of knowledge and experience to the table. We combine industry expertise with a personalized approach, ensuring that each client receives tailored solutions and exceptional service. What Sets Us Apart: Strategic Insights: We leverage our deep understanding of market trends, industry dynamics, and economic factors to provide strategic insights that drive informed decision-making. Comprehensive Services: From business valuation and listing preparation to negotiation, due diligence, and post-sale support, we offer a full spectrum of services to streamline the transaction process. Customized Solutions: Every business is unique, and we believe in crafting customized solutions that align with your objectives, preferences, and long-term vision. Transparency and Integrity: We prioritize transparency and integrity in all our dealings, maintaining open communication, adhering to ethical standards, and upholding confidentiality at every stage. Client-Centric Approach: Our clients' success is our top priority. We go above and beyond to understand their needs, address their concerns, and exceed their expectations, building lasting relationships based on trust
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~$600K Book of Business Insurance Agency in Miami, Florida
Miami-Dade County, FL
Location: Miami, FL (Virtual operation) Book Mix: 95% Auto, 5% Other lines Carrier Relationships: Progressive, UAIC, Kemper Auto, GEICO, and other established carriers Business Model: Fully virtual,...
Premier 22-Year Tax & Accounting Firm | Two Offices |Consistent Growth
Lakeland, FL
For more than 22 years, this premier tax practice has built an outstanding reputation for professionalism, exceptional client service, and consistent year-over-year growth. Operating from two...
Cash Flow: $552,000
Confidential Regulated Insurance Distribution Platform
Los Angeles, CA
A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume. This is not a...
Cash Flow: $3,000,000
GreatFlorida Insurance Agency – High-Growth Florida Market
Sarasota, FL
Established Insurance Agency with Recurring Revenue in High-Growth Florida Market An exceptional opportunity to acquire a profitable GreatFlorida Insurance Agency located in the highly desirable...
3
Cash Flow: $105,246
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...
Established Farmers Insurance Agency
Mckinney, TX
Established Farmers Insurance Agency - Turnkey Operation in Prime McKinney Location This premier Farmers Insurance agency represents an exceptional opportunity to acquire a fully operational insurance...
Profitable CPA Firm with Recurring Client Base and Strong Growth
New Mexico
Established 40 years ago, this highly respected CPA firm has built a strong reputation for delivering tax, accounting, bookkeeping, audit, and advisory services to small and mid-sized businesses...
Cash Flow: $787,786
RAPID GROWTH CPA - wants another CPA 25% - 49%
Cupertino, CA
PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...
Cash Flow: $225,000
Established Farmers Insurance Agency for Sale | North County San Diego
$260,000
Escondido, CA
Allstate Agency for Sale in Poulsbo WA!
Poulsbo, WA
Imagine walking into your own established Allstate agency in beautiful Poulsbo, Washington – where 40 years of brand presence and 25 years of proven leadership have built something truly special....
Semi-Absentee Check Cashing Business for Sale
Fort Lauderdale, FL
Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood...
Cash Flow: $98,878
Established Allstate Agency | 5.6M Book of Business
Washington
Rare opportunity to acquire a well established name brand insurance agency in Eastern Washington with deep roots in the growing community it resides. The book was built over nearly 30 years by two...
Multi-Unit (3) Liberty Tax Franchise, Established Clientele
Casa Grande, AZ
MULTI-UNIT LIBERTY TAX FRANCHISE PORTFOLIO - CASA GRANDE, AZ Established three-location Liberty Tax franchise portfolio generating $581,000 in annual revenue with proven track record and established...
5
Cash-flowing $14Million P&C Agency + Commercial Book + Financial Book
Boulder County, CO
This is an opportunity to acquire a large, established Allstate agency with $14.5 million in written premium and over $1.7 million in annual revenue. The value here is not just the current income. It...
4
Cash Flow: $743,292
Watkinsville Georgia, Allstate for Sale!
Watkinsville, GA
Turnkey Allstate Insurance Agency for Sale in Watkinsville, Georgia Established in August 2023, this high-performing Allstate agency represents an exceptional acquisition opportunity in the desirable...
Bilingual Tax Preparation, Notary, and Document Translation Services
New Haven County, CT
For sale is a Connecticut based professional services business offering a diversified suite of tax, administrative, and business support services to individuals, small businesses, and commercial...
Cash Flow: $146,630
A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency
Chapel Hill, NC
***PRICE IMPROVEMENT*** WAS: $1,450,000 NOW: $1,250,000 Opportunities of this caliber rarely hit the open market. Step into a high-performing, PRO-achievement Allstate agency in the heart of "Blue...
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....
Gain instant scale in the insurance agency industry
Harris County, TX
Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...
Cash Flow: $625,000
250-Terminal Multi-State ATM Portfolio | $820K Annual Cash Flow
$2,870,000
San Francisco, CA
Tax & Accounting Practice to Generate Year Round Revenue -Pending Sale
Woodbury, MN
Tax & Accounting business for sale by Owner with a great Opportunity to grow Tax Preparation side of business. 20 Bookkeeping clients generating $130,000 115 Business/Non-Profit/Fiduciary Tax Returns...
Cash Flow: $322,000
Allstate Agency in NE Tennessee
Blount County, TN
This Pro-Level Allstate agency nestled in NE Tennessee has been going strong since 1961! Started by a grandfather of the current owner, this locally built agency has a loyal customer base that has...
Cash Flow: $500,000
Established Bitcoin OTC Desk Serving High-Net-Worth Clients
Austin, TX
This established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based,...
Cash Flow: $310,503
A Legacy of Excellence. A Future of Exceptional Growth.
Alpharetta, GA
Acquire a Multi-Million Dollar Infrastructure: 2026 PRO Allstate Agency with $9.8M+ Book Opportunities to acquire an insurance asset of this scale, performance tier, and operational maturity are rare....
Sebanda Franchise Insurance Agency Opportunity
Miami Gardens, FL
Established Sebanda Franchise Insurance Agency operating for over 5 years, located in a high-traffic shopping center in Miami Gardens on NW 27th Ave. Company established with appointments from...
2
Cash Flow: $225,574
Profitable Michigan Health MGA with Established Agent Network
Oakland County, MI
Established in 2003, this Michigan-based health insurance distribution platform operates as a Managing General Agency (MGA) focused on recruiting, onboarding, supporting, and servicing independent...
EBITDA: $2,083,000
Virtual Virginia-Based CPA Practice for Sale [SALE PENDING]
Waynesboro County, VA
* CURRENTLY UNAVAILABLE - SALE PENDING DUE DILIGENCE * BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm...
Cash Flow: $125,346
Farmers Insurance Agency-Established, Profitable and Turnkey
Bexar County, TX
BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...
Jose Carlos Perez
Miami Business Advisors
Serving Miami-Dade County, FL
Miami Business Advisors is a boutique consulting and business brokerage firm based in Miami, Florida. We provide advisory and intermediation services to mid-size and small privately held companies in the USA, Latin America, and Southern Europe. Our Focus • Curating a strong portfolio of U.S. businesses for qualified buyers. • Supporting U.S. owners in selling businesses due to retirement or changing goals. • Guiding Latin American and European buyers in acquiring U.S. companies to enter new markets or relocate. • Assisting North American clients in partnering with Latin American and European firms for international expansion. Industry Expertise We have in-depth experience in a wide range of business sectors, including: • Manufacturing • Education & Children • Building & Construction • Entertainment, Recreation & Travel • Health Care • Restaurants & Food • Service Businesses • Wholesale, Import & Distribution ... and more.
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Lucrative Consulting Business
Hudson County, NJ
Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....
Premier Nashville Insurance Agency – Ideal Owner-Operator
Sumner County, TN
This well-established Allstate agency offers a rare and attractive opportunity to acquire a profitable, high quality $5.4 million earned premium book in the heart of one of Tennessee’s fastest-growing...
Cash Flow: $270,649
Established Insurance Agency
Round Rock, TX
8 Mn Book of Business Insurance Agency for sale in Lantana, Florida
Lantana, FL
Business Overview: -Established independent insurance agency with 19 years of successful operations -Approx. $1M annual revenue supported by an ~$8M P&C book -Portfolio Mix: 45% Personal Lines, 55%...
Harrisburg PA Allstate Agency for Sale!
Harrisburg, PA
Imagine walking into your own established Allstate agency in Harrisburg, Pennsylvania, where everything is already set up for your success. This isn't a startup dream - it's a proven business that's...
Turnkey AAA Insurance Agency for Sale
Aurora, IL
Established AAA Insurance Agency for Sale in Aurora, IL This turnkey insurance agency represents an exceptional opportunity to acquire a well-established business leveraging one of the most recognized...
3
Cash Flow: $70,517
Profitable Bi-lingual (Mandarin) Farmers Insurance book of business
Las Vegas, NV
Go into business for yourself… not by yourself Profitable Farmers Insurance agency for sale! The current owner is retiring, creating a rare chance to acquire a mature book of business that generates...
Tampa Bay Area, Florida - Established Allstate Insurance Agency
Hillsborough County, FL
Established Allstate Insurance Agency - Tampa Bay Area Opportunity This well-established Allstate insurance franchise has been serving the Southern Hillsborough County community since 1999, building a...
The Blueprint for Excellence in an Epicenter of Growth!
Wakefield, RI
***PRICE REDUCTION*** This one is a gem! The Opportunity: Step into an Elite-level insurance agency delivering exceptional returns and positioned for accelerated growth. Generating nearly $1 Million...
Service business for sale
Doral, FL
Established Accounting & Tax Practice for Sale in Doral, FL This well-established service-based business has been operating successfully since 2017, generating consistent annual revenue of $300,000....
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 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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