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Financial Services Established Businesses For Sale

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Book of Business For Sale – San Diego, CA (92101) Farmers Insurance

San Diego County, CA

Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...

2

$195,000

$195,000

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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

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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....

$900,000

$900,000

Cash Flow: $250,000

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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...

$825,000

$825,000

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...

$200,000

$200,000

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...

$2,288,000

$2,288,000

Cash Flow: $546,399

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...

$1,650,000

$1,650,000

EBITDA: $304,000

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...

$3,000,000

$3,000,000

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...

$995,000

$995,000

Cash Flow: $175,386

Established Tax Preparation and Accounting Business

Colorado

This tax preparation and accounting practice is currently under negotiation with a qualified buyer. Once the contract is signed, I will take down the ad for this business. The business serves over 400...

$250,000

$250,000

Cash Flow: $186,000

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

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...

5

$55,000

$55,000

Cash Flow: $48,000

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

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

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

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

$500,000

$500,000

Cash Flow: $30,000

Phil Reese

West USA Realty

Serving Maricopa County, AZ

West USA Realty, Inc. 14350 N. 87th Street, Ste. 180 Scottsdale, AZ 85260

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Established $3.6M Allstate Agency for Sale in Western Pennsylvania

Saint Marys, PA

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...

6

$750,000

$750,000

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...

$55,000

$55,000

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...

$60,000

$60,000

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...

$1,150,000

$1,150,000

Cash Flow: $373,630

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...

$975,000

$975,000

Cash Flow: $225,000

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...

$350,000

$350,000

Cash Flow: $134,000

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

$349,000

$349,000

Cash Flow: $300,000

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 Business Brokerage Franchise

$69,500 - Hamilton County, TN

$69,500

Hamilton County, TN

Judah Dishington

United Franchise Group

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

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

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...

$550,000

$550,000

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

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

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

Turnkey Business Brokerage Opportunity

$90,000 - Oklahoma County, OK

$90,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

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

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

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

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

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

NEW PRICE! 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...

$799,000

$799,000

Cash Flow: $395,000

Mountain Brook, Alabama - Allstate Agency for Sale.

Mountain Brook, AL

Imagine stepping into your own thriving Allstate insurance agency in Mountain Brook, Alabama - one of the state's most prestigious markets. This isn't just another business opportunity; it's your...

$1,300,000

$1,300,000

Established Health Insurance Book | Recurring Commissions

Clark County, WA

This opportunity represents a turnkey acquisition of an established Medicare and individual health insurance book generating recurring, carrier paid commissions and continuous referrals from a long...

$800,000

$800,000

Cash Flow: $236,458

Abby Spizzirri-Slager

We Sell Restaurants

Serving Sarasota County, FL

We Sell Restaurants is the nation’s largest business broker franchise focused exclusively on the sale of restaurants. With 20 years of experience, we have helped buy, sell and lease more hospitality locations nationwide than any other brand. We Sell Restaurants has carved an unparalleled niche in the industry as the nation's leading and only business broker franchise focused on restaurants. Formed over two decades ago, We Sell Restaurants is a vibrant and innovative company that operates in 45 states nationwide and delivers on the founder's vision to Sell More Restaurants Than Anyone Else. PERIOD. Our team achieves that mission by sharing a common set of core values that include: • We know that Every Day is Game Day and We Act Accordingly • We Treat Each Other, Our Clients and Internal Clients by the Golden Rule • We Act with Integrity and Only Make Agreements We Are Willing and Able to Keep • We Are the Brand and are Passionate about Sales Results • We Create a Customer Service Experience Worth Sharing With top-flight experience crafted over decades of selling restaurants, along with previous expertise working in small businesses and in senior leadership roles for a Big 5 Accounting firm and a major Fortune 100 company, We Sell Restaurants leadership has deep financial, branding and marketing experience in restaurants, and small and big business. This collective experience allowed them to take the fragmented brokerage market and build a specialized practice for selling only restaurants with a systemic approach never before seen in the industry. We Sell Restaurants has recruited an experienced leadership team with experience spanning decades in business brokerage, franchise sales and customer service and operations.

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Long-Term Thriving Agency For Sale

Boise, ID

Picture stepping into your own insurance agency right here in the Boise, Idaho area. The Treasure Valley is one of the fastest growing, most dynamic markets in the Northwest. Instead of starting from...

$525,000

$525,000

Cash Flow: $275,000

Elite Agency in Highly Sought-After Denver Suburb Greenwood Village!

Greenwood Village, CO

ELITE AGENCY IN GREENWOOD VILLAGE, CO • Established Allstate Agency in Operation Since 2019 • Earned Premium Book of $2,650,000 • Strong Retention Ratio of 88% & Exceptional Loss Ratio of 21% •...

$550,000

$550,000

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

Established Insurance Agency with instant renewal revenue and bonuses!

Washington County, MN

MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL-BASED BUSINESS THAT YOU CAN SCALE...

2

$200,000

$200,000

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

Independent Insurance Agency

Polk County, IA

This is an established independent insurance agency with a diversified book across commercial and personal lines. Revenue is largely recurring, supported by long-term client relationships and strong...

$4,200,000

$4,200,000

Cash Flow: $522,232

Worker’s Comp Insurance Carrier

Miles City, MT

The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance....

$20,000,000

$20,000,000

Cash Flow: $94,580

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

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 Analyzed386
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 QuartileMedianUpper 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.

BoundRevenueSeller’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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.041.92
Median1.242.52
Upper Quartile1.603.43

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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