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Financial Services Established Businesses For Sale

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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...

$115,000

$115,000

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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...

6

$375,000

$375,000

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High Growth potential Farmers Insurance Agency for Sale

Oak Brook, IL

Elite Farmers Insurance Agency for Sale – Chicago, Illinois Take advantage of an outstanding opportunity to acquire an established Farmers Insurance agency in the Chicago market with approximately...

2

$500,000

$500,000

Cash Flow: $250,000

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High-Retention Virtual Allstate Agency – $3.6M Premium

Guilford, CT

An exceptional opportunity to acquire a turnkey, fully virtual Allstate agency rooted in the affluent Guilford, Connecticut market. Established by a single owner for the past 25 years, this business...

$600,000

$600,000

Established Accounting & Tax Practice

Newark, DE

Established full-service accounting and tax practice with approximately 800 total clients, including approximately 650 active clients, generating approximately $365,000 in annual gross revenue. The...

$275,000

$275,000

Cash Flow: $140,000

Discounted Tax & Trust Firm for Sale - Phoenix, Arizona

Sun City, AZ

Almost all tax and trusts, this firm has over $558,000 of recurring revenue. This is primarily a tax firm located near a retirement center in Northwest area of Phoenix, Arizona. The firm has numerous...

$418,512

$418,512

Cash Flow: $231,190

Pawn and Payday loan store, More than 30 years establish bussiness.

Miami-Dade County, FL

Established Pawn and Payday Loan Business - Miami-Dade County This well-established pawn and payday loan operation has served the Miami-Dade County community for nearly 30 years since 1995. The...

$350,000

$350,000

Cash Flow: $150,000

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...

$145,000

$145,000

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...

$60,000

$60,000

Cash Flow: $145,823

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

$390,000

$390,000

Meemic & AAA Agency with Excellent Loyalty & Retention Rates in MI!

Midland County, MI

Founded in 2006, this well-established dual-carrier insurance agency has built a strong, loyal client base over nearly two decades. This agency’s consistently strong growth – driven by refined systems...

$595,000

$595,000

Own a Business Brokerage in Kansas City

Kansas City, KS

Own a business brokerage and consulting business in Kansas City under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....

$98,000

$98,000

High-Income Business Brokerage

San Leandro, CA

Own a business brokerage and consulting business in San Leandro under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....

$98,000

$98,000

Turnkey Business Consulting Territory

$55,000 - Fulton County, GA

$55,000

Fulton County, GA

Thomas McKeen

United Franchise Group

Business Brokerage & Consulting Business

Thousand Oaks, CA

Own a business brokerage and consulting business in Thousand Oaks under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry...

$98,000

$98,000

Premier Business Brokerage Opportunity

Los Angeles County, CA

Own a business brokerage and consulting business in Los Angeles under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....

$98,000

$98,000

Russell Kitzberger

CREBB Group - eXp Commercial

Serving Hamilton County, OH

Taking a consultative and advisory approach, I help main street and lower middle market businesses with sales, acquisitions, and mergers, particularly those involving Commercial Real Estate locations or leases. The commercial real estate and business brokerage group is dedicated to providing strategic solutions for business owners. With a deep understanding of the market, industry trends, and financial intricacies, we specialize in facilitating seamless transactions for business sales, with deep expertise in strategic property and asset positioning, dispositions, and lease back to new ownership. Our team and network of seasoned professionals brings extensive experience in business sales, commercial real estate brokerage, investment advisory, and business mergers & acquisitions, ensuring clients receive expert guidance and tailored solutions to meet their unique goals. We specialize in working with business owners (sellers and buyers) maximizing value and delivering exceptional results. Broker of Record: eXp Commercial

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Established B2B Advisory and Professional Services Firm for Sale

Los Angeles, CA

The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

Own an Oregon Business Acquisition Company | Business Flipping

Portland, OR

Low Overhead | High Ticket Fee Model | Massive Potential Client Base Think of it as the business version of real estate investing. Instead of houses, this company focuses on privately owned...

$24,900

$24,900

Cash Flow: $73,000

Absentee Owner Staffing Agency

Las Vegas, NV

25 years in business Absentee owned business with general manager in place. $51,996 net to owner Priced at only $105,000 Excellent growth prospects Easy to operate Established franchise that offers a...

$105,000

$105,000

Cash Flow: $51,996

Profitable Tax&Bookkeeping Firm $171K Revenue|Low Overhead| Negotiabl

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...

$250,000

$250,000

Cash Flow: $117,000

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 Riverside, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

A Proven, High Margin Insurance Franchise Agency in South Florida

Broward County, FL

For sale is a well established franchise insurance agency that has served its South Florida community for more than 16 years from the very same prime, high traffic plaza. Known for its strong ties to...

Not Disclosed

Not Disclosed

Cash Flow: $196,502

Established Insurance Book of Business | $225K Est. 2025 Income | FL

Palm Coast, FL

Established Insurance Book of Business | $225k estimated income | Palm Coast, FL Asking Price: $299,999 Business Overview -Exceptional opportunity to acquire an established insurance book of business...

$299,999

$299,999

Farmers Insurance Agency

Westminster, CO

Well-Established Farmers Insurance Agency. Here's an exceptional opportunity to acquire a successful, owner-operated Farmers Insurance agency located in the Westminster area. Built on trust,...

6

$240,000

$240,000

Established Business Brokerage

$98,000 - Shasta County, CA

$98,000

Shasta County, CA

Judah Dishington

United Franchise Group

Prime Opportunity to own an Allstate agency with multi-state footprint

South Carolina

***PRICE ADJUSTMENT*** NOW: $1,290,000 Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your...

$1,290,000

$1,290,000

Franchise Tax Preparation with Accounting Services

Temecula, CA

Turnkey Tax Franchise in Temecula – Proven Profitability Opportunity Overview: Take ownership of a thriving, highly profitable tax preparation franchise located in the heart of Temecula, CA. With a...

$180,000

$180,000

Cash Flow: $70,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

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

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

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....

$500,000

$500,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

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....

$750,000

$750,000

Farmers Insurance Agency

Westlake Village, CA

Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...

$420,000

$420,000

Great Revenue & Net Income That Cash-Flows Every Month

Travis County, TX

Established Farmers Insurance Agency in Travis County, TX, generating $6.7 million in annual premiums with exceptional cash flow of $560,000. This turn-key operation offers a rare opportunity to...

2

$780,000

$780,000

Cash Flow: $560,000

$1.5M Insurance Agency | Greater Greenville, SC | P&C Business

Greenville County, SC

Lean independent insurance agency in Greater Greenville with an approximately $1.5M P&C book generating ~$150K in annual revenue. The portfolio is heavily focused on personal lines, with 85% auto and...

$250,000

$250,000

Established Temecula Insurance Agency — $1.5M Premium Book

Riverside County, CA

After 37 successful years as an insurance agent, the owner is ready to retire and is offering an excellent opportunity to acquire a well-established agency in Temecula, California. The agency has...

4

$135,000

$135,000

Check Cashing Store

Richmond, VA

This is a rare opportunity to purchase a long established financial services business, with the flexibility to either lease or purchase the commercial building it operates from. For more than 40...

$395,000

$395,000

Cash Flow: $138,417

Turnkey Business Consulting Territory

$55,000 - Union County, NJ

$55,000

Union County, NJ

Judah Dishington

United Franchise Group

Established Farmers Agency | Opportunity for Growth-Minded Owner

Kent, WA

Established Farmers Insurance Agency | Turnkey Growth Opportunity An established Farmers Insurance agency with approximately $4.7 million in annual premium and an established book of business is now...

$708,000

$708,000

Cash Flow: $175,000

Thriving Bookkeeping & Tax Preparation Business for Sale

Garland, TX

Established Bookkeeping & Tax Preparation Business - Garland, TX This profitable accounting practice, operating since 2015, presents an exceptional opportunity for CPAs seeking to establish their own...

$260,000

$260,000

Established Insurance Agency

Idaho Falls, ID

This is such a great opportunity to run and manage a small business. We will roll out the red carpets to get you trained and ready to reach your fullest potential. Farmers has been in business for...

$180,000

$180,000

Cash Flow: $75,000

Highly Profitable, Established CPA Firm in Southern California

Los Angeles County, CA

For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...

$3,300,000

$3,300,000

Cash Flow: $1,177,588

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

Profitable West Suburb CPA Practice - $500K+ Revenue

Minnesota

This highly profitable CPA and tax advisory practice serves a loyal, long-tenured client base. The firm processed around 800 returns in the most recent tax season and provides a diversified mix of...

$650,000

$650,000

Cash Flow: $249,293

St. Cloud Area CPA Practice - $650K+ Revenue

Minnesota

Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...

$750,000

$750,000

Cash Flow: $302,409

John Cordas

Sokol & Associates

Serving Delaware County, OH

With years of experience, we understand the processes that are required to make and close a deal. Sokol & Associates have the expertise and experience to help you get through any process with less pressure and more success. We acknowledge and are sensitive to the pressures that go along with both buying and selling a business, so we work hard to provide you with the reassurance and understanding you and all involved parties need to run things accordingly. Buying or selling, we will get you where you want to be.

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Insurance Coverage Expert Witness Firm with Nationwide Clients!

North Las Vegas, NV

Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including...

$298,000

$298,000

Cash Flow: $105,663

Akron Sales Management & Portfolio Company

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

$189,000

Turnkey Business Brokerage

$55,000 - Oklahoma County, OK

$55,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

Established Burlington Vermont Insurance Agency For Sale

South Burlington, VT

PRICE REVISED TO $1.6M FIRM - Turnkey Allstate Agency with exceptional foundational metrics in a market with high growth potential. 2025 gross revenue 930k $8.66M written and advanced premium -...

$1,600,000

$1,600,000

CPA Tax and Bookkeeping Practice for sale

Bakersfield, CA

Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...

$225,000

$225,000

Cash Flow: $57,040

Established Elite Allstate Agency in Sedona, AZ!

Sedona, AZ

Exceptional opportunity to acquire a well-established, Elite $4M Allstate Exclusive Agency that has served its community for over 12 years. The agency features a loyal, long-tenured customer base,...

$650,000

$650,000

Liberty Tax Franchises For Sale (2) - Frederick, MD

Frederick, MD

LIBERTY TAX FRANCHISES (2) - FREDERICK, MD Established dual-location Liberty Tax franchise operation serving Frederick County, Maryland's fastest-growing market since 2008. This turnkey opportunity...

2

$600,000

$600,000

Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency!

Wayne County, MI

Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency! This established Allstate Exclusive Agency has served its community in Southeast Wayne County, MI for more than 40 years,...

$2,385,000

$2,385,000

Established Agency

Long Beach, CA

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

$250,000

$250,000

Residential Appraisal Service Company, opened in early 1980's

Franklin, TN

Established Residential Appraisal Services Company - Operating Since Early 1980s This well-established residential appraisal services company has maintained continuous operations for over four...

$350,000

$350,000

Cash Flow: $125,000

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 Analyzed403
Asking Price$563,750
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$218,167
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$292,500$563,750$1,005,000

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$260,000$132,875
Median$485,000$218,167
Upper Quartile$940,000$379,074

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 Quartile1.072.00
Median1.252.57
Upper Quartile1.553.44

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $563,750, though prices range from under $292,500 to well over $1,005,000.

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 $218,167, 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 1.07 to 1.55, with a median of 1.25. Earning multiples range from 2.00 to 3.44, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.

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