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Financial Services Established Businesses For Sale

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Industry Info
Insurance Book for Sale(Independent Agency)

Fullerton, CA

Independent agency located in Fullerton, California. Personal/commercial for small business. 10+ years of business and good retention....

$300,000

$300,000

Precious Metals Broker Dealer

Boca Raton, FL

Precious Metals Broker Dealer offers a comprehensive precious metals broker dealer franchise opportunity in Palm Beach County, Florida. This established financial services franchise provides a proven...

Not Disclosed

Not Disclosed

Cash Flow: $250,000

High-Margin Multi-Service Tax Firm with Strong Repeat Client Base

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,475,000

$1,475,000

Cash Flow: $357,038

Allstate Agency in Western/Central Maryland

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$999,999

$999,999

West Plano, TX CPA Practice for Sale

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $487,000 in annual gross revenue. The practice caters to a diverse and loyal...

$585,000

$585,000

Cash Flow: $226,690

Well Established and Profitable Finance Broker

British Columbia

The company provides third-party financing solutions to leisure product dealers across Western Canada. Acting as an intermediary between retailers and major financial institutions, the Company...

$645,000

$645,000

Cash Flow: $149,168

Palos Area, IL CPA Practice for Sale

Cook County, IL

This growing practice has been providing quality tax and accounting services to individuals and local businesses for over 15 years. New clients, fee increases, and improved operational efficiencies...

$560,000

$560,000

Turnkey Sebanda Insurance Franchise Agency – 150+ Active Clients

Weston, FL

Acquire a turnkey, branded Sebanda Insurance franchise agency with an established operation and a portfolio of 150+ active clients built over the last three years. This opportunity is ideal for a...

$49,000

$49,000

Putnam County Tax and Accounting Practice For Sale

Putnam County, NY

• Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $725,000! • Revenues comprised of individual and business tax (48%),...

$900,000

$900,000

Long-Established Firm Providing Unbiased Insurance Expertise

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

$670,000

Cash Flow: $240,000

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Established Trading Platform for Sale

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$575,000

$575,000

Cash Flow: $206,000

Bryan - College Station CPA Firm For Sale

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

$1,075,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

Central New Jersey Home Inspection Services

New Jersey

Several remaining protected franchise territories are available in central New Jersey. The franchise was established in 1976. It has been operated by the current owner since 1987 as part of a...

$165,000

$165,000

Cash Flow: $120,000

Elite Allstate Agency in Gainesville: $7.3M Premium & Super Retention

Gainesville, FL

This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous operation. Located in...

$1,490,000

$1,490,000

Aaron Kirchner

Equity1 Advisory Corp

Serving Williamson County, TN

Business brokerage for any type business working with buyers and sellers. Experienced in small local to national and international acquisitions. We will assist at any level of service needed. Qualified brokers with business purchasing and sales experience. Contact the firm who will be here for you throughout the process and long after your transaction closes. Contact us to see the difference of how we work for you, and with you, to grow your business, switch your focus or downsize your portfolio.

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

South Carolina

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 chance to own a proven winner in Upstate...

$1,490,000

$1,490,000

45-Year Automotive Finance Business with Predictable Recurring Income

Orlando, FL

This well-established automotive finance company generates approximately $2,600,000 in accounts receivable and has a long, proven operating history. The finance business has been in operation since...

$1,700,000

$1,700,000

Check Cashing Business Opportunity in Essex County

Essex County, NJ

LISTING ID # 37354 All income and expenses associated with the business are fully documented and reported, providing transparent and reliable financial records for prospective buyers. This check...

$400,000

$400,000

Cash Flow: $165,000

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

Franchise Bookkeeping & Tax Business- OFF MARKET

ESTABLISHED FRANCHISE BOOKKEEPING & TAX PRACTICE – OFF MARKET...

$204,000

$204,000

Profitable Tax Preparation Business -All States Filings

Hialeah, FL

BUY NOW AND BY THE END OF TAX SEASON YOU WILL ALREADY HAVE WHAT YOU PAID FOR AND ALSO A GOOD PROFIT. ITS A WIN WIN FOR THE BUYER. SELLING DUE TO RETIREMENT BELOW MARKET VALUE...

$590,000

$590,000

Cash Flow: $1,590,500

Established Farmers Agency – Strong Base, Attractive Market!

Utah County, UT

Established Multi-Generation Farmers Insurance Agency – Strong Base, Attractive Market! This turnkey Farmers Insurance agency represents an exceptional opportunity to acquire an established franchise...

Not Disclosed

Not Disclosed

Cash Flow: $175,000

Saratoga County Tax Practice (CPA Owned)For Sale

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

$120,000

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

40 Year Profitable Bookkeeping & Tax Services Firm

San Diego County, CA

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent...

$200,000

$200,000

Cash Flow: $90,135

Virtual EA Firm

VIR1004: This boutique firm is a fully virtual, full service firm providing CAS and tax preparation services to cannabis clients nationwide. With strong systems and standards in place, the firm is...

$595,000

$595,000

Established Farmers Insurance Agency Grand Junction, CO

Grand Junction, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Mesa County's...

$125,000

$125,000

Cash Flow: $75,000

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Established Insurance Agency for Sale – Stable Revenue & Renewals

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

$575,000

Virtual CPA Firm With Steady Recurring Monthly Revenue

Michigan

-90% cash flow to owner! -2026 projected revenue exceeding $750,000 -Majority is recurring monthly revenue -High growth Medical Niche This virtual CPA firm specializes in serving medical professionals...

$1,300,000

$1,300,000

Allstate Agency Central Alabama

Jefferson County, AL

Established Allstate Insurance Agency - Central Alabama This well-established Allstate insurance agency presents an exceptional opportunity in the growing Jefferson County, Alabama market. Operating...

$325,000

$325,000

South Philly Check Cashing Store- Great Location & Profitable

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

$325,000

Cash Flow: $140,080

Accounting/ Tax Practice - CPA License Required

Lee County, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

$1,200,000

Cash Flow: $432,085

Encino CPA Firm for Sale

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

$895,000

Cash Flow: $348,384

Walk In. Take Over. Get Paid. Farmers Agency For Sale

$95,000 - Solano County, CA

$95,000

Solano County, CA

Bibb County CPA Practice For Sale

Bibb County, GA

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are around $135,000! • Service mix includes tax (56%) and accounting (32%) with other (12%) that...

$160,000

$160,000

Small but Well-Known Transactional Law Firm in Growing Niche Specialty

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

$500,000

Cash Flow: $266,581

Established CPA Firm for Sale in a Highly Desirable Location!

Florida

-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this...

$950,000

$950,000

Established and Successful Insurance Agency: Book $1.5M!

Van Alstyne, TX

This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in...

$250,000

$250,000

Cash Flow: $150,000

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

$300,000

Cash Flow: $99,900

$525,000 Revenue – Orlando, FL *Virtual Ready* CPA Firm for Sale

Overview ABA Advisors represents this CPA firm in Orlando, FL. The owner is ready to retire but is willing to provide transitional assistance to assist with client retention. The Firm The firm was...

Not Disclosed

Not Disclosed

Cash Flow: $374,517

Full-Service Tax Resolution and Filing Firm

The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with...

Not Disclosed

Not Disclosed

EBITDA: $763,000

SW Houston CPA Practice For Sale

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

$950,000

Ray Kung

Transworld Business Advisors of San Jose East

Serving Santa Clara County, CA

Transworld Business Advisors is the world leader in the marketing and sales of businesses, mergers and acquisitions, and franchises. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company or new franchise, Transworld Business Advisors offers the professional services that successfully bring buyers and sellers together.

Contact Me >

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Eugene, OR CPA Practice for Sale

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

$280,000

Cash Flow: $122,000

Full-Service Brokerage General Agency

Description: The Company is a brokerage general agency (BGA) specializing in life insurance, annuities, long-term care (LTC), and disability income insurance. Collaborating with more than 30 top-rated...

Not Disclosed

Not Disclosed

EBITDA: $1

Farmers Insurance Agency for Sale

Albuquerque, NM

Albuquerque, NM

$237,500 Revenue – Albuquerque, NM Tax, Accounting & Payroll Practice

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Not Disclosed

Cash Flow: $131,370

Step Into Success: Fully Staffed $10mm Allstate Agency!

Alpharetta, GA

Imagine walking into your own thriving Allstate Insurance agency in Metro Atlanta – one that's already generating nearly $10 million in premium and showing no signs of slowing down. This isn't just...

$2,400,000

$2,400,000

Take the Reins of a Trusted, Long-Standing Allstate Book of Business

Indianapolis, IN

Discover a remarkable insurance agency story that began years ago with a vision to serve the Indianapolis community through a trusted, well known brand. This tenured agency has grown from humble...

$540,000

$540,000

Established Tax, Bookkeeping & Payroll Firm

Cook County, IL

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located...

$199,000

$199,000

Cash Flow: $130,923

Established Accounting Firm for Sale – South Florida

Broward County, FL

Established, home-based South Florida accounting firm serving over 200 individual and business clients with a strong, well-established client base and diversified recurring revenue. The firm provides...

$275,000

$275,000

Cash Flow: $132,890

Well established tax preparation business

Walla Walla, WA

Well-Established Tax Preparation and Accounting Practice - Walla Walla, WA This thriving tax and accounting practice has served the Walla Walla community since 1980, building a loyal client base of...

$520,000

$520,000

Established Legal Funding Firm Looking for Partner

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

$2,200,000

Cash Flow: $1,473,572

Buy or Sell a Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed325
Median Asking Price$474,000
Median Reported Revenue$408,156
Median Reported Seller's Discretionary Earnings$190,500
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$474,000$940,000

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$226,895$115,872
Median$408,156$190,500
Upper Quartile$837,761$350,364

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 Quartile0.991.86
Median1.252.50
Upper Quartile1.673.21
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 $474,000, though prices range from under $250,000 to well over $940,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $408,156 and owners earn a median of $190,500, 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 1.25. Earning multiples range from 1.86 to 3.21, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.50 times its annual owner earnings.

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