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Other Financial Services Established Businesses For Sale

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Virtual Virginia-Based CPA Practice for Sale

Waynesboro County, VA

BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm with demonstrated growth and strong operational...

$220,000

$220,000

Cash Flow: $125,346

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Established Business Brokerage

San Diego County, CA

Opportunity to acquire an established business brokerage territory operating under one of the most recognized brands in the industry. This professional services business operates within the...

$99,000

$99,000

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Fast-growing energy consulting company with government contracts

Washington

Works with US Government and industrial organizations to implement and support strategic energy management systems. Owner’s day to day: is 5-6 hrs/day supervising and servicing customers along with...

$3,000,000

$3,000,000

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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...

$875,000

$875,000

High-Margin 401(k) & Investment Advisory Consulting Firm

Michigan

The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...

$4,500,000

$4,500,000

EBITDA: $750,000

The Blueprint for Excellence in an Epicenter of Growth!

Wakefield, RI

Check out this highly productive Allstate agency! The Opportunity: Step into an Elite-level insurance agency delivering exceptional returns and positioned for accelerated growth. Generating nearly $1...

$1,895,000

$1,895,000

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....

$115,000

$115,000

Well-Established, Mature Insurance Agency (35 Yrs) for Acquisition

Tigard, OR

Well-Established Insurance Agency - 35 Years of Excellence This mature Farmers Insurance agency presents an exceptional acquisition opportunity for qualified buyers seeking a turnkey operation with...

$225,000

$225,000

Financial Planning Virtual RIA: Ride this new disruptive wave early!

Nazareth, PA

Head to emancipare.com/buyer to get started, this one won't last long! Advice-only financial planning, investment advising, and tax planning is a fast-growing wave. Every household needs a financial...

$90,000

$90,000

Cash Flow: $55,839

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

Folsom CA CPA Practice for Sale

Folsom, CA

• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...

$2,400,000

$2,400,000

Cash Flow: $708,000

ATM Portfolio: 286 Units | $590K Annual Cash Flow | Third-Party Loaded

$1,929,728 - San Francisco, CA

$1,929,728

San Francisco, CA

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

Fast Flexible Financing Company For Sale

Broomfield County, CO

This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...

$349,995

$349,995

Cash Flow: $205,779

David Greeley

Transworld Business Advisors of Lake Lanier

Serving Hall County, GA

In today's economy, there are more people looking to buy and sell businesses than ever before. When a company owner needs to sell their business, they can't just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld Business Advisors of Lake Lanier are skilled professionals committed to community business success. Call us at 770-225-2910 for free guidance and advise. Our success is driven by our clients successful transitions.

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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

Accounting practice affluent NW suburb of Chicago, Semi-Absentee

Cook County, IL

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

Not Disclosed

Not Disclosed

Cash Flow: $515,000

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

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

Established $3.6M Allstate Agency for Sale in Western Pennsylvania

Pennsylvania

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...

$750,000

$750,000

Tech Platform - Investor Management and Capital Raising

Established SaaS platform serving the private markets industry with investor management and capital raising technology. This home-based, relocatable business operates in the rapidly expanding private...

$720,000

$720,000

Fully Remote Bookkeeping, Accounting, & Tax Practice For Sale

Weber County, UT

Established fully remote bookkeeping, accounting, and tax practice serving clients across Utah since 2019. This tech-enabled professional services firm delivers comprehensive financial services...

$257,000

$257,000

Cash Flow: $81,041

Well Known Connecticut Business Brokerage Business For Sale

Connecticut

Independent Well Known Connecticut Business Brokerage Available A well know Business Broker serving Connecticut for many years is available For Sale to be passed onto the next caretaker. We service...

$150,000

$150,000

Lucrative Consulting Business

$55,000 - Broward County, FL

$55,000

Broward County, FL

Thomas McKeen

United Franchise Group

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

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

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

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

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 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

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

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

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

Turnkey Business Consulting Territory

$55,000 - Fulton County, GA

$55,000

Fulton County, GA

Thomas McKeen

United Franchise Group

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

$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 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

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

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

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

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

Sam Gladstein

ERA Brokers Consolidated - Gladstein Group

Serving Clark County, NV

The Gladstein Group is committed to providing exceptional boutique commercial real estate services across all service offerings and commercial property types including office, industrial, retail, multi-family and mixed-use. Whether you are looking to acquire, sell, lease or develop commercial property, the Gladstein Group can provide professional guidance, market knowledge and customized personal service to help find the best solutions for your commercial real estate needs. We are a local firm, with national and international reach. We bring results by leveraging our local, personal contacts coupled with technology to achieve the reach and scale of our competitors. Through our strategic relationships with well-respected investment, mortgage, and merchant banking firms, we can assist clients in identifying sources for both equity and debt project capital for land acquisition, ground-up and value-added construction, as well as recapitalization. At the Gladstein Group, we see each commercial real estate engagement as an opportunity to enhance the community, enrich our clients and grow our reputation for personalized and knowledgeable service. No matter the size of the transaction, we strive to help our clients reach their goals. At the helm of the Gladstein Group’s commercial division is Sam Gladstein. Throughout the Las Vegas commercial real estate arena, Gladstein is recognized for his many accomplishments including his integral role in the successful development of the $5 billion Symphony Park, which is home to the city’s most important civic, cultural and medical facilities.

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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

Established Business Brokerage

$98,000 - Shasta County, CA

$98,000

Shasta County, CA

Judah Dishington

United Franchise Group

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

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

Jewelry & Collateral Lending

Surrey, BC

Surrey, BC (2 locations) This business is 100% compliant in a highly-regulated industry, with clean books and pristine operations. The current owner (a businessman with a stellar reputation) works...

$3,950,000

$3,950,000

EBITDA: $1,318,337

1.2M Book of Business Insurance Agency for sale in Orlando, Florida

Orange County, FL

$1.2M book of business P&C insurance agency, operating since 2011, with strong referral network within the Indian business community, established walk-in traffic and location recognition, diversified...

$225,000

$225,000

Established Insurance Agency with instant renewal revenue and bonuses!

Hennepin 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

$340,000

$340,000

Why Buy One Business When You Can Own the Firm That Sells Them All?

Oakland County, MI

If you have been deep in the search for the right business to buy, consider a pivot. You have likely discovered that strong cash-flowing businesses are rare, expensive, and often come with an SBA loan...

2

$75,000

$75,000

Cash Flow: $150,000

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed163
Asking Price$575,000
Reported Revenue$480,000
Reported Seller's Discretionary Earnings$225,750
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$305,000$575,000$1,062,500

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Other Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$273,373$137,500
Median$480,000$225,750
Upper Quartile$925,074$368,723

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Other Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.001.88
Median1.272.47
Upper Quartile1.733.25

FAQ's

How much does it cost to buy an Other Financial Service Business?

The median asking price for an established Other Financial Service Business is $575,000, though prices range from under $305,000 to well over $1,062,500.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $480,000 and owners earn a median of $225,750, which includes the owners salary and any other financial benefits they receive.

How do I value an Other 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 Other Financial Services Businesses, revenue multiples range from 1.00 to 1.73, with a median of 1.27. Earning multiples range from 1.88 to 3.25, with the median at 2.47. This means the typical Other Financial Service Business may ask for around 1.27 times its annual revenue, and 2.47 times its annual owner earnings.

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