Gwinnett County, GA
Well-established insurance agency with proven systems and exceptional retention metrics. It serves a diverse, bilingual client base with a strong focus on standard personal auto and homeowners...
Other Financial Services Established Businesses For Sale
Georgia - Personal lines Insurance Agency (Virtual - 90% retention)
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....
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....
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....
SE Ohio Accounting and Tax Practice established 30+ years
Ohio
This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet...
Cash Flow: $91,000
Allstate Agency in Hamburg, NY
Hamburg, NY
Rare opportunity to acquire a well-established Allstate Elite-level agency with a 25-year history in the same location in the highly desirable Hamburg, New York market. This $3.76M book of business...
Cash Flow: $270,000
Allstate Agency in Northern SC
Union County, SC
This 22 year, mature, well-groomed $6.16M Pro-Level Allstate agency offers immediate, consistent revenue to help drive growth. Adding to its appeal are highly experienced staff which will help the...
Cash Flow: $300,340
Allstate Agency in Northern NY State
Monroe County, NY
This is a tenured, loyal book of business with over 50 years of ownership between all owners. This loyal customer base allows for existing relationships and market presence to build new business and...
Cash Flow: $400,000
Established Farmers Insurance Agency For Sale - Stable & Growing
Douglas County, CO
Own a Highly Scalable Insurance Agency with Unprecedented Corporate Financial Backing Stop looking at low margin retail businesses and heavy inventory franchises. If you are an elite sales operator,...
Experience Real Estate Franchise and Building for Sale
REAL ESTATE INCLUDED
Elgin, IL
Imagine yourself stepping into a thriving real estate legacy that's been the heartbeat of Kane County for over 40 years. You'll be acquiring more than just a business - you're getting four decades of...
Cash Flow: $57,000
Allstate Agency in San Antonio, TX
Universal City, TX
ALLSTATE ELITE AGENCY - UNIVERSAL CITY, TX Established Allstate insurance agency strategically located in Universal City, Texas, positioned in one of the state's fastest-growing markets outside San...
Debt Collection
Illinois
Long established debt collection agency in Southern IL with existing contracts in place, employees in place that are likely to stay and has history of profitability seller says. This is an opportunity...
Cash Flow: $144,624
583 – SBA Pre-Approved Established HR and Payroll firm
Austin, TX
The business offers human resources consulting and managed services designed to help organizations effectively manage their employees, processes, and compliance requirements. The firm assists clients...
Cash Flow: $391,244
Lucrative Consulting Business
$55,000
Hudson County, NJ
B2B Executive Engagement Platform for Sale
Manhattan, NY
A premium, membership-based B2B executive engagement platform connecting senior enterprise decision-makers with technology and professional-services sponsors. The Company delivers curated digital and...
Cash Flow: $1,131,055
Allstate Agency in Broken Arrow, OK
Broken Arrow, OK
This 7-year-old, built from scratch, $1.89M Pro-Level Allstate Agency is ideal for a merger or a new business opportunity as it is a remote agency only. Oklahoma is a great location for continued...
Jason Ward
TruView Business Advisors
Serving Harris County, TX
TruView Business Advisors is a boutique business brokerage and advisory firm based in Houston, Texas, specializing in the confidential sale of Main Street and lower middle market businesses with annual revenues between $3 million and $50 million. We focus on delivering accurate, data-driven valuations and guiding business owners through successful, discreet exits. Selling your business is one of the most significant financial decisions you'll ever make. You only get one opportunity to do it right—partnering with an experienced and professional M&A advisor can make all the difference. At TruView Business Advisors, our reputation for excellence is reflected in our industry recognition, including the Better Business Bureau Awards for Excellence – Pinnacle Winner (2023) and Winner of Distinction (2021, 2022, 2024, 2025); the M&A Source Executive Club Award (2022, 2023, 2024, 2025); and the IBBA Dealmaker and Chairman’s Circle Awards (2022, 2023, 2024,2025). Our process begins with a comprehensive business valuation conducted by a CPA, Certified Business Intermediary (CBI), and Merger & Acquisition Master Intermediary (M&AMI). We help structure deals and asking prices in a way that maximizes the seller’s after-tax cash proceeds while reflecting the true market value of the business. From valuation through closing, we maintain strict confidentiality while managing the complexities of the transaction with professionalism and care. TruView Business Advisors is more than just one advisor—it’s a collaborative team of specialists, including CPAs, attorneys, valuators, lenders, and marketing professionals. Each engagement is supported by a hand-selected team tailored to the specific needs of the client and the business. We invite you to hear directly from our clients—check out our Google Reviews to see the difference TruView delivers. Let TruView Business Advisors be your trusted partner in achieving a successful, strategic exit.
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Long Established Claims Management & Collections Company
Maricopa County, AZ
This long-established company provides the insurance industry with effective recovery, collection, and claims management services nationwide. For more than 25 years, the firm has focused on a single...
Cash Flow: $200,000
Large Topper Club Farmers Insurance Agency located in Texas
Plano, TX
EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...
Bristol, CT Allstate Agency for Sale!
Bristol, CT
Imagine walking into your own established Allstate agency, where you'll immediately inherit a loyal customer base that's been built over 14 successful years. This Bristol, Connecticut opportunity...
Profitable, Long Established CPA Practice
Calvert County, MD
This profitable, well-known CPA practice has been a trusted fixture in Calvert County and Southern Maryland for over 20 years, serving generations of loyal clients through a highly referral-driven...
NEW PRICE! Allstate Agency in Killeen, TX
Killeen, TX
This $4.14M, Pro-Level Allstate agency is a special, cultivated book of business for over 37 years with numerous 20 and 30 year clients. Being rooted in Killeen, TX places this agency in a very...
Allstate Agency in North Augusta, SC
Aiken County, SC
This meticulously grown Pro-level Allstate agency has $3.44M in premium and 1718 active policies. Retention is strong at 85.62 and with a 43 year client base in the North Augusta area, this agency is...
Allstate Agency in Port Huron, MI
Port Huron, MI
This outstanding $5.5M Allstate agency combines proven performance with an exceptional place to call home. Built through strategic mergers since 2007, the agency has developed a loyal customer base...
2
Cash Flow: $300,000
High-Income Potential Business Brokerage – Exclusive Territory
Santa Cruz County, CA
An outstanding opportunity to acquire an exclusive and well-established business brokerage territory in one of California’s most economically diverse and opportunity-rich regions. This territory...
Established Business Brokerage – Prime Nashville Market
$67,500
Nashville, TN
Rio Grande Valley Coaching Franchise Opportunity
Texas
This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...
Consulting Business– NW Houston & The Woodlands
Houston, TX
Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....
Turnkey Business Brokerage
Gwinnett County, GA
Own a well-established business brokerage in one of the fastest-growing areas of Gwinnett County, GA. This turnkey operation follows a proven business model with multiple revenue streams and is backed...
Lucrative Business Consulting Firm for Sale
Clark County, NV
Join the fastest-growing exit strategy and business coaching brand in the country. This business specializes in helping owners increase their company’s value and prepare for successful exits or sales....
Top-Ranked National Business Brokerage Franchise Territory for Sale -
Tampa, FL
Own a lucrative territory within a leading national business brokerage franchise, renowned for its proven systems, comprehensive training, and unparalleled support. This is your chance to step into a...
Public Adjuster Business
Florida
Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...
Cash Flow: $650,824
Commission Express - Denver, Colorado
Arapahoe County, CO
COMMISSION EXPRESS businesses apply the general factoring process to the specialty of factoring real estate sales commissions. We purchase these pending receivables on the basis of their quality as an...
Detroit, MI - ATM route for sale
Detroit, MI
22 ATM Locations in the Detroit, MI area - mainly high-end Hotels and Shopping Malls - making about $43,000/yr NET (outside of Gas and time) for sale for $93,549 Buyer must join ACFN ATM franchise...
6
Cash Flow: $43,000
Anaheim, CA - ATM route for sale
Anaheim, CA
7 ATM Locations in the Anaheim, CA area - all high-end Hotels - making $14,500/yr NET (outside of Gas and time) for sale for $28,877 Buyer must join ACFN ATM franchise program. Franchise program...
6
Cash Flow: $14,500
Columbus to Cincinnati, OH - ATM route for sale
Columbus, OH
15 ATM Locations in the Columbus to Cincinnati, OH area - mainly high-end Hotels - making about $21,000/yr NET (outside of Gas and time) for sale for $38,800 Buyer must join ACFN ATM franchise...
6
Cash Flow: $21,000
Turnkey Business Brokerage Opportunity
$90,000
Oklahoma County, OK
Tucson, AZ- ATM route for sale
Tucson, AZ
11 ATM Locations in the Tucson, AZ area - high-end Hotels, Gas Stations, and high volume events, making $40,680/yr NET (outside of Gas and time) for sale for $64,705 Buyer must join the ACFN ATM...
6
Cash Flow: $40,680
Phoenix, AZ - ATM route for sale
Phoenix, AZ
12 ATM Locations in the Phoenix, AZ area - all high-end Hotels - making $18,500/yr NET (outside of Gas and time) for sale for $30,202 Buyer must join ACFN ATM franchise program. Franchise program...
6
Cash Flow: $18,500
Bay Area, CA - ATM route for sale
San Jose, CA
33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $41,000/yr NET (outside of Gas and time) for sale for $92,500 Buyer must join ACFN ATM franchise program....
6
Cash Flow: $41,000
San Francisco, CA - ATM route for sale
San Francisco, CA
7 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $11,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join the ACFN ATM franchise...
6
Cash Flow: $11,000
Denver, CO - ATM route for sale
Denver, CO
5 ATM Locations in the Denver, CO area - all high-end Hotels - making $14,000/yr NET (outside of Gas and time) for sale for $24,975 Buyer must join ACFN ATM franchise program. Franchise program...
6
Cash Flow: $14,000
Providence, RI - ATM route for sale
Providence, RI
12 ATM Locations in the Providence, RI area - mainly high-end Hotels making $29,000/yr NET (outside of Gas and time) for sale for $60,520 Buyer must join the ACFN ATM franchise program. Franchise...
6
Cash Flow: $29,000
Jackson, WY - ATM route for sale
Jackson, WY
6 ATM Locations in the Jackson, WY area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $10,000 (YES $10,000) Buyer must join ACFN ATM franchise program. Franchise...
6
Cash Flow: $16,000
Columbus-Cincinnati, OH - ATM route for sale
Columbus, OH
Sang Han
Broker Sang Han
Serving DuPage County, IL
Contact me
Elite Allstate Agency in Gainesville: $7.3M Premium & Super Retention
Gainesville, FL
$310,000 Revenue – Marin County Tax and Accounting Practice
Corte Madera, CA
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
Public Sector & Youth Ad Sales Specialist
Monmouth County, NJ
Regional Municipality of Waterloo Full-Service CPA Client List
Ontario
North Hills, CA Tax & Bookkeeping Book of Business for Sale
Los Angeles County, CA
CPA Practice for Sale West Palm Beach, FL $760,000 Revenue
Palm Beach County, FL
Huntington-Ashland Tri-State Area of WV CPA Practice for Sale
West Virginia
Northwest Charlotte Tax and Accounting Practice For Sale
Mecklenburg County, NC
Well-Established Tax & Accounting Practice Serving Ind. & Bus. Clients
California
Buy or Sell an Other Financial Service Business
| Market Overview | Listings for Sale (Median) |
|---|---|
| Number of Businesses Analyzed | 163 |
| 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 Quartile | Median | Upper 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.
| Bound | Revenue | Seller’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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.00 | 1.88 |
| Median | 1.27 | 2.47 |
| Upper Quartile | 1.73 | 3.25 |
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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