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Financial Services Established Businesses For Sale

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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...

$200,000

$200,000

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Independent P&C Auto & Home Insurance Agency - Virtual Office

Frederick, MD

PRICED FOR QUICK SALE!!! P&C Agencies normally sell for multiple of 2.5 of commissions. Selling for a 1.75 multiple. Virtual model has very little expenses. Established Independent Auto & Home...

$419,000

$419,000

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Farmers Insurance Agency For Sale in DFW Texas

Mckinney, TX

Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. If you are looking for a turn-key operation that will help you balance your work and...

3

$578,000

$578,000

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PENDING: Independent Insurance Agency for Sale in East New Mexico

New Mexico

This long-established independent insurance agency has developed a diversified production mix across personal lines P&C, commercial lines, life, health, travel, and group benefits. Office is 4,000...

Not Disclosed

Not Disclosed

Cash Flow: $325,493

Check Cashing Store

REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

$700,000

Cash Flow: $138,417

REAL ESTATE INCLUDED

Farmers Insurance Agency

Lafayette, CO

Established and highly respected insurance agency serving the thriving communities of Lafayette, Louisville, Boulder, Denver, Erie, and the greater I-25 corridor. With 10 successful years in business,...

6

$225,000

$225,000

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...

$325,000

$325,000

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

$660,000

$660,000

Cash Flow: $105,246

Large Billings insurance agency - proven book of business

Billings, MT

Established Insurance Agency - Billings, Montana This thriving Farmers Insurance franchise presents an exceptional opportunity in Montana's largest and fastest-growing metropolitan area. Operating...

$275,000

$275,000

Cash Flow: $110,000

$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...

$130,000

$130,000

Cash Flow: $132,000

Low Risk/High Margin Merchant Services Business

Las Vegas, NV

ESTABLISHED MERCHANT SERVICES BUSINESS - 30 YEARS OF PROVEN SUCCESS This well-established merchant services business represents an exceptional opportunity in the financial services sector. Operating...

$3,290,000

$3,290,000

Cash Flow: $803,000

Established Farmers Insurance Agency Available

Brea, CA

Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...

$50,000

$50,000

Established Farmers Insurance Agency Available (Need to Sell ASAP)

Colorado Springs, CO

Established Farmers Insurance Agency for Sale in Colorado Springs This turnkey Farmers Insurance agency presents an exceptional opportunity for a licensed insurance professional or growth-minded...

$175,000

$175,000

Turnkey Business Brokerage Opportunity

$90,000 - Oklahoma County, OK

$90,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

High-Growth, High-Margin Farmers Insurance Agency Sacramento, CA

Sacramento County, CA

Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This long-established agency, originally founded in the early 1990s and acquired by...

$1,350,000

$1,350,000

Cash Flow: $275,555

Established Business Equipment Leasing Service

Howell, MI

National specializes in providing equipment financing and leasing solutions to businesses of all sizes. The company acts as a trusted intermediary, connecting clients with the right funding structures...

$220,000

$220,000

Cash Flow: $118,629

Michael Kabiri

Transworld Hilton Head

Serving Beaufort County, SC

Transworld Business Advisors of Hilton Head is the world leader in the marketing and sales of local businesses, franchises and franchise development. Whether you represent an acquisition-minded individual or company, or are personally interested in selling your business, 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 in Hilton Head IS, Bluffton, Beaufort, Walterboro, Ridgeland, Hardeeville Charleston, Columbia South Carolina and Richmond Hills, Savannah and Statesboro Georgia. Since our inception, we have excelled in getting deals done! Call us and you will understand what makes us the best company to handle the sale of any business or facilitate merges and acquisitions. -IBBA and CBI Member

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High growth potential tax preparation business

Tampa, FL

Tampa area tax preparation office with an average of 500+ yearly returns prepared. Services include tax preparation for individuals and businesses (LLC, C-Corp, S-Corp, Partnerships). Also offers...

$150,000

$150,000

Cash Flow: $90,150

Bookkeeping and Tax Business for Sale (Remote)

Albuquerque, NM

Udated as of 05/14/2025 Bookkeeping Clients all use Quickbooks online and I have access to all clients’ accounts through QBO Accountants portal. Currently 31 on average monthly writeup clients....

$373,281

$373,281

Cash Flow: $233,281

Farmers Insurance Agency – San Carlos, CA | $3.2M Book | $235K Rev

San Carlos, CA

This is a rare opportunity to acquire a high-retention, established Farmers Insurance agency in San Carlos, California with a $3.2M premium book and $235K annual revenue (~$20K/month). Priced...

2

$280,000

$280,000

Cash Flow: $190,000

Established Franchise Insurance Agency

Pembroke Pines, FL

Reason for Sale: Relocated 200 miles away from business. Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a...

$700,000

$700,000

Cash Flow: $130,444

Established Insurance Franchise Agency

West Palm Beach, FL

Established franchise insurance agency in West Palm Beach. Turnkey opportunity in a growing, high-traffic market. The business provides auto, home, commercial, and specialty insurance products...

$1,000,000

$1,000,000

Cash Flow: $252,786

Established Farmers Insurance Agency- Family ran over 25 years

Gilbert, AZ

ESTABLISHED FARMERS INSURANCE AGENCY - Family Operated Over 25 Years This well-established Farmers Insurance agency presents an exceptional opportunity in Gilbert, Arizona's thriving Maricopa County...

2

$180,000

$180,000

Cash Flow: $177,000

Own your own Insurance Agency in Northern California

Shasta County, CA

If you’ve ever dreamed of owning a successful insurance agency with an established client base and a fully operational office, this is an opportunity you won’t want to miss. A well-established...

$350,000

$350,000

Cash Flow: $130,284

Profitable Turnkey Check Cashing Business for Sale

Suffolk County, NY

A cash-flowing community staple in a prime, busy shopping plaza. This is an established, fully operational check cashing and financial services business, strategically located in a high-visibility,...

$400,000

$400,000

Cash Flow: $202,843

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

Established Accounts Receivable & Collections Firm

Wisconsin

This well-established, full-service accounts receivable and collections firm has been serving clients for decades, delivering consistent cash flow improvements and professional recovery solutions....

$119,000

$119,000

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...

$25,000

$25,000

Cash Flow: $201,027

Established Insurance Agency - High Retention, Strong Cash Flow

Corvallis, OR

ESTABLISHED INSURANCE AGENCY - CORVALLIS, OREGON This thriving insurance franchise presents an exceptional opportunity to acquire a profitable, cash-flowing agency with proven stability and growth...

$400,000

$400,000

Cash Flow: $150,000

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

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 $1,640,806 in annual premiums across Home policies, Auto, and Life...

$160,000

$160,000

Cash Flow: $109,000

Madison WI Property & Casualty Agency - $4M+ Premium Portfolio

Dane 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...

$670,000

$670,000

Cash Flow: $363,000

Captive Insurance Agency

Sacramento, CA

Established and profitable Farmers Insurance Agency located in Sacramento, CA. The book consists of 75% P&C and 25% commercial and 90% retention. The agency has a strong reputation and has long term...

$350,000

$350,000

Cash Flow: $150,000

$3.3 Mn Book of business for sale near Clearwater, Florida

Pinellas County, FL

Business Highlights: • 22 years of continuous operation with proven market presence • Dual office locations serving Clearwater and St. Petersburg markets • Specialized focus: 98% auto insurance with...

$1,000,000

$1,000,000

Established Agency for Sale

Tustin, CA

Established and profitable Farmers Insurance agency located in the highly desirable Tustin area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...

$200,000

$200,000

Established Farmers Insurance Agency – Premier LA County Location

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...

$800,000

$800,000

Farmers Insurance Agency For Sale

$225,000 - Las Vegas, NV

$225,000

Las Vegas, NV

Single Store Tax & Financial Services Franchise – Turnkey

St Lucie County, FL

For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round...

$199,000

$199,000

Cash Flow: $78,655

Multi-Unit Tax & Financial Services Franchise – Regional Rights

St Lucie County, FL

This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services...

$978,380

$978,380

Cash Flow: $227,352

Agency Opportunity

Malheur County, OR

Established Agency for Sale 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...

$125,000

$125,000

Southern Oregon Agency Opportunity

Oregon

Established Agency for Sale 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...

$315,000

$315,000

National Grant Writing Firm | Recurring Revenue | Virtual & Scalabl

Hillsborough County, FL

This is a rare opportunity to acquire a well-established grant writing business with a strong reputation for delivering consistent results across nonprofit, educational, and small business sectors....

$1,150,000

$1,150,000

Cash Flow: $268,778

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

Los Angeles County, CA

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...

$280,000

$280,000

Cash Flow: $142,000

Northern Arizona CPA - Discounted Price - Remote Ownership Possible

Prescott Valley, AZ

The firm is being sold at a discounted multiple of .85 on gross recurring revenue to create a real opportunity for someone to step right into equity. The principal is asking for $470,900 for $550,000...

$470,900

$470,900

Cash Flow: $189,000

Elite, Award-Winning Allstate Agency in Louisville, CO!

Boulder County, CO

This elite Allstate agency carries an earned-premium book of $6,500,000 and is ideally positioned in one of Denver's most sought-after northern suburbs, minutes from the University of Colorado, along...

$1,500,000

$1,500,000

CBCG( Land Business Consulting Group) Director Shawn Kim

CBCG (C Land Business Consulting Group)

Serving Bergen County, NJ

CBCG (C Land Business Consulting Group . www.clandbiz.com) specializes in business brokerage, consulting, and M&A within C Land Realty Group(www.clandrealty.com), currently operating in various regions including New York, New Jersey, and Georgia. We plan to expand our operations to encompass all regions in the future. Every member of CBCG possesses extensive experience and expertise in business transactions, including real estate. We handle a spectrum of transactions, ranging from small to medium-sized business sales to diverse company M&A activities. Committed to trust and accuracy, we pledge to deliver the best outcomes. Trust CBCG for your business endeavors.

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Established, Award-Winning Farmers Agency in the Heart of Tempe, AZ!

Maricopa County, AZ

This established Farmers agency carries an earned-premium book of $3,400,000 and is ideally positioned in Tempe — with convenient access to main roadways and just minutes from Arizona State...

$575,000

$575,000

Established CPA Firm and Tax Preparation Business for Sale

Glendale, AZ

Well-established and highly profitable accounting and tax practice with a strong, referral-driven client base. This firm generates approximately $1.7M in annual revenue with ~$580K in Seller’s...

$2,100,000

$2,100,000

Cash Flow: $580,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Judah Dishington

United Franchise Group

Allstate Agency in Walkersville, MD

Walkersville, MD

This Pro-Level, $5.00M Allstate agency has been built for the past 20 years with a long-term mindset. The agency generates stable, recurring revenue with an exceptional 90% retention rate. Also, this...

$995,000

$995,000

Cash Flow: $200,000

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

CPA Tax Firm for Sale - Tucson, Arizona-$255,000 (virtual operations)

Tucson, AZ

This incredible little firm generates over $225,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant...

$255,000

$255,000

Cash Flow: $239,000

Farmers Agency

Littleton, CO

Step into a successful, well-established Farmers Insurance agency with over 30 years of proven performance and growth. Our business is thriving with an experienced, bilingual team, strong client...

6

$400,000

$400,000

Allstate Agency in New Braunfels, TX

New Braunfels, TX

Rare opportunity to acquire an Elite Allstate agency in booming New Braunfels, TX. Over $3.5MM in premium (and growing), this agency offers a solid foundation, loyal customer base, and is perfectly...

$900,000

$900,000

Cash Flow: $395,000

Fort Walton Beach, Florida-Prime Opportunity: Established Allstate Age

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

$1,800,000

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

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 Analyzed367
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 QuartileMedianUpper 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.

BoundRevenueSeller’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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.001.86
Median1.252.44
Upper Quartile1.663.33

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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