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Financial Services Businesses For Sale

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Lower-Entry Bay Area ATM Portfolio With Operations Already in Place

San Francisco County, CA

For someone interested in getting into the ATM business without starting with a seven-figure acquisition, this Bay Area portfolio offers a more approachable entry point. The total investment is...

$490,000

Cash Flow: $120,000

$490,000

Cash Flow: $120,000

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57 Year-Old Land Development and Finance Company

Georgia

This rural land development company is a profitable, debt-free land development and owner-financing company serving Georgia, South Carolina, and Tennessee since 1969. This turnkey operation...

$13,500,000

Cash Flow: $2,000,000

$13,500,000

Cash Flow: $2,000,000

ATM Portfolio With 180 Active Locations and $428K Cash Flow

Duval County, FL

This is the kind of ATM business most buyers would have to spend years building from scratch. The portfolio includes approximately 180 active locations across Jacksonville and surrounding Northeast...

$1,565,000

EBITDA: $428,000

$1,565,000

EBITDA: $428,000

Own a Cash-Flowing ATM Business Without Running the Route Yourself

Duval County, FL

This is a straightforward opportunity to acquire a large ATM portfolio that is already operating and producing established cash flow. The business includes approximately 275 active locations,...

$1,750,000

Cash Flow: $500,000

$1,750,000

Cash Flow: $500,000

Personal lines Book with Options

San Jose, CA

Imagine stepping into a well-established insurance agency where 90% of clients choose to stay year after year. That's the kind of loyalty and trust you'll inherit with this balanced auto and home...

$110,000

Cash Flow: $85,000

$110,000

Cash Flow: $85,000

ATM Portfolio: 230 Units | $350K Annual Cash Flow | Fully Managed

Mobile County, AL

ESTABLISHED ATM PORTFOLIO: 230 UNITS | $350K ANNUAL CASH FLOW | FULLY MANAGED This exceptional opportunity offers ownership of an established 230-location ATM portfolio generating approximately...

$1,700,000

Cash Flow: $350,000

$1,700,000

Cash Flow: $350,000

Priced to Sell Fast - B2B Franchise With Transferrable Territories

Durham, NC

This is a rare chance to acquire a Schooley Mitchell franchise at a significantly reduced investment level. Schooley Mitchell is North America’s largest cost reduction consulting firm, helping...

$50,000

$50,000

Long-Established California ATM Business With Management in Place

San Francisco County, CA

LONG-ESTABLISHED CALIFORNIA ATM BUSINESS WITH MANAGEMENT IN PLACE This mature ATM business represents a rare opportunity to acquire an established financial services operation with 15 years of...

$1,900,000

EBITDA: $590,000

$1,900,000

EBITDA: $590,000

Farmers Insurance Agency for Sale

Albuquerque, NM

Established Farmers Insurance Agency for Sale in Albuquerque, NM This well-positioned insurance franchise presents an exceptional opportunity for an aspiring agent or industry professional seeking...

Not Disclosed

Cash Flow: $91,064

Not Disclosed

Cash Flow: $91,064

Established Farmers Insurance Agency for Sale | North County San Diego

Escondido, CA

This is an outstanding opportunity to acquire a well-established Farmers Insurance agency serving the North County Escondido area. The agency has been successfully operating for 20 years, providing a...

$260,000

$260,000

250-Terminal Multi-State ATM Portfolio | $820K Annual Cash Flow

San Francisco, CA

Multi-State ATM Portfolio | Fully Managed | Established Cash Flow This opportunity offers the acquisition of an established ATM portfolio consisting of approximately 250 active terminals operating...

$2,870,000

Cash Flow: $820,000

$2,870,000

Cash Flow: $820,000

Established Insurance Agency

Round Rock, TX

Established insurance agency located in the high-growth market of Round Rock, operating under Farmers Insurance since 2020. The agency generates approximately $80,000 in cash flow, providing immediate...

Not Disclosed

Cash Flow: $80,000

Not Disclosed

Cash Flow: $80,000

Financial Services Referral & Lead Generation Business - #2027

TTM June 2026 Revenue: $3,092,000 TTM June 2026 Normalized EBITDA: $1,222,000 Jan-June 2026 Revenue: $1,858,000 Jan-June 2026 Normalized EBITDA: $686,000 2025 Revenue: $2,125,000 2025 Normalized...

$5,330,000

EBITDA: $926,000

$5,330,000

EBITDA: $926,000

Established Business Brokerage Franchise

Hamilton County, TN

Opportunity to acquire an established business brokerage franchise territory in Hamilton County backed by the largest and most recognized brand in business sales and acquisitions. Operating within a...

$69,500

$69,500

Turnkey Business Brokerage Opportunity

Oklahoma County, OK

This opportunity represents an established business brokerage operating under a proven, system-driven model supported by national resources and ongoing franchisor support. The business provides...

$90,000

$90,000

Tom Morse

Transworld Business Advisors of Eastern NC

Serving Carteret County, NC

I specialize in listing Off-Market, Lower to Middle Market listings, the majority of which are not published on any of the business for sale websites. My wife and I own and run Transworld Business Advisors of Eastern NC, touching in and around over half of North Carolina's counties and with a team of 15 professional business advisors, many of which are licensed real estate agents. Our team has closed transactions up and down the east coast of the United States and prospers through a strong and trusted referral network of centers of influencers. In 2023, our team was recognized by the International Business Brokers Association with the Chairman's Circle Award for outstanding performance. We back our work with the strength of the Transworld Business Advisors network — the world leader in the marketing and sale of businesses, franchises and commercial real estate, with 45+ years in business, 10,000 businesses sold, 750+ advisors and 250+ offices worldwide, and a database of over 850,000 pre-qualified buyers. 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 focuses on three core concepts: business brokerage, franchise consulting, and franchise development.

Contact Me >

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Established Business Brokerage Business

Pierce County, WA

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system. The business offers professional services to...

$69,500

$69,500

Lucrative Consulting Business

Mohave County, AZ

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....

$55,000

$55,000

Established Business Brokerage Territory

Belmont County, OH

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system. The business offers professional services to...

$71,500

$71,500

Established Business Brokerage Territory

Calloway County, KY

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system in Calloway County, Kentucky. The business offers...

$91,000

$91,000

Lucrative Consulting Business

Norfolk County, MA

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....

$39,500

$39,500

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...

$91,000

$91,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

Multi-Revenue Stream Business Brokerage

Lafayette County, LA

Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...

$67,500

$67,500

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....

$55,000

$55,000

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...

$45,000

$45,000

Established Business Brokerage – Prime Nashville Market

Nashville, TN

Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...

$67,500

$67,500

Established Business Brokerage - Strategic Georgia Market

Muscogee County, GA

This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...

$60,000

$60,000

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....

$55,000

$55,000

Remote Property Claims Consulting Firm | National Insurance Clientele

Denton County, TX

A highly profitable, fully remote consulting business serving the insurance property claims industry is now available for acquisition. Operating entirely without a physical office, owned real estate,...

$2,395,000

Cash Flow: $645,000

$2,395,000

Cash Flow: $645,000

Personal Lines Agency With 90% retention

Castro Valley, CA

Imagine stepping into a thriving insurance agency that's already built the foundation for your success. This established personal lines agency in Hayward offers exactly what you've been looking for -...

$225,000

Cash Flow: $100,000

$225,000

Cash Flow: $100,000

Turnkey Home-Based Business with AI Systems–Built for Rapid Expansion

Palm Springs, CA

This is a turnkey, AI-powered real estate business that helps with residential disputes. Customers pay a fee to use a custom system that guides them step-by-step based on their situation. The software...

$14,995

2

$14,995

240-Unit ATM Portfolio | $790K Cash Flow | Myrtle Beach

Myrtle Beach, SC

An established ATM portfolio consisting of approximately 240 terminals and generating approximately $790,000 in annual cash flow. The portfolio has been built around a professionally managed operating...

$2,765,000

Cash Flow: $790,000

$2,765,000

Cash Flow: $790,000

Flexible Business Coaching Business

Seattle, WA

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....

$39,500

$39,500

Scalable Business Consulting Business

King County, WA

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....

$95,000

$95,000

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

Turnkey Business Consulting Territory

Pinellas County, FL

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....

$55,000

$55,000

Turnkey Business Consulting Territory

Fulton County, GA

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....

$55,000

$55,000

Established Business Brokerage

Shasta 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...

$98,000

$98,000

Turnkey Business Consulting Territory

Union County, NJ

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....

$55,000

$55,000

Dean A. Koutroumanis, D.B.A., M.B.A.

Re/Max Elite Realty Commercial

Serving Pinellas County, FL

Contact Me >

Contact me
Turnkey Business Brokerage

Oklahoma County, OK

Established business brokerage territory serving a rapidly growing Oklahoma market with strong demand from entrepreneurs, investors, and business owners. This opportunity operates on a proven,...

$55,000

$55,000

Established Business Brokerage Territory

Lexington County, SC

Highly respected business brokerage territory in a fast-growing South Carolina market with strong demand from buyers and sellers alike. Built on a proven model with multiple revenue streams and...

$97,500

$97,500

Leading Business Brokerage Franchise

San Jose, CA

This is a rare opportunity to acquire an existing business advisory and brokerage territory in Santa Clara County, part of the world’s largest and most recognized business brokerage network. The...

$99,000

$99,000

Lucrative Consulting Business

Broward County, FL

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....

$55,000

$55,000

Business Brokerage Firm (Remote Operations) in Business for 20yrs

Palm Beach County, FL

Business Acquisitions, Mergers & Sales Brokerage with a specialized niche for over 20yrs. Incredible team and systems in place, bringing buyers and sellers together closing over 25-30 deals every...

$5,000,000

EBITDA: $1,037,919

$5,000,000

EBITDA: $1,037,919

Strong Performing Tax Franchise for Sale

Suffolk County, NY

Established in 1995 --- 31 solid years -- the business is a community staple and strategically located for optimal visibility with a key location in New York. This optimized seasonal tax preparation...

$175,000

Cash Flow: $45,000

$175,000

Cash Flow: $45,000

Premium Resale & Lending Enterprise - High-End Collectibles Market

Virginia

This sophisticated retail and financial services enterprise operates in the premium collectibles marketplace, focusing on authenticated luxury timepieces, fine jewelry, precious stones, and designer...

$7,505,000

Cash Flow: $1,785,000

$7,505,000

Cash Flow: $1,785,000

Income Tax Business for Sale – Strong Client Base & Steady Cash Flow

Houston, TX

Established CPA Firm with Exceptional Profitability and Growth Potential This highly profitable accounting and tax practice, established in 2000, presents an outstanding opportunity for an experienced...

$450,000

Cash Flow: $280,000

$450,000

Cash Flow: $280,000

250-Unit ATM Portfolio | $590K Annual Cash Flow | Turnkey Operation

San Francisco County, CA

Established 250-terminal ATM portfolio with a 15-year operating history, generating approximately $590,130 in annual cash flow. Asking price: $1,972,805. This opportunity offers a buyer immediate...

$1,972,805

Cash Flow: $590,130

$1,972,805

Cash Flow: $590,130

ATM Business For Sale in NYC Nightclubs! Extremly High ROI Locations

New York, NY

ATM BUSINESS FOR SALE — NYC NIGHTLIFE & PRIME 24-HOUR OUTDOOR LOCATIONS Verified Cash Flow. Elite Locations. Real Opportunity. This is not a projection — this is proven income, fully verified through...

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

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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