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Financial Services Established Businesses For Sale

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Industry Info
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High Margin Insurance Related Service

Orlando, FL

Rapidly scaling in the $100B storm restoration market, this business delivers proven profitability for contractors nationwide. Growing from a single client to nearly 300 contractors nationwide,...

Not Disclosed

Cash Flow: $1,130,102

Not Disclosed

Cash Flow: $1,130,102

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San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...

$714,000

$714,000

Proven ATM Network: $32K+ Monthly Profit, Turnkey Operation

Lubbock, TX

This opportunity consists of an established ATM network operating 256 machines in high-traffic Lubbock locations. The business has been in operation for more than a decade and generates over $32,760...

$1,376,256

Cash Flow: $393,216

$1,376,256

Cash Flow: $393,216

Lucrative Consulting Practice

Hudson County, NJ

Step into a turnkey value growth consulting practice with a nationally recognized brand. This business serves the vibrant business community of Hudson and Essex Counties—both economically diverse and...

$55,000

Cash Flow: $160,456

$55,000

Cash Flow: $160,456

Established Insurance Agency- Farmers Insurance

Temecula, CA

This is your chance to step into ownership of an established insurance agency with solid foundations, a loyal client base, and strong recurring revenue from steady renewals. With room for growth and...

$200,000

$200,000

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

150 ATMs. $360K Revenue. $288K Cash Flow.

Indianapolis, IN

This Indianapolis-based ATM route consists of 150 fully operational machines generating consistent, verifiable income. The business produces approximately $360,000 in annual gross revenue and $288,000...

$1,008,000

Cash Flow: $288,000

$1,008,000

Cash Flow: $288,000

56 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...

$21,000,000

Cash Flow: $2,000,000

3

$21,000,000

Cash Flow: $2,000,000

Top Business Brokerage/ M&A Firm – Key LA Territory & Active Pipeline

Los Angeles County, CA

This is a rare opportunity to acquire a top-performing business brokerage and M&A franchise serving one of the most active and affluent markets in the U.S. With a long-standing track record of...

$1,200,000

Cash Flow: $511,734

$1,200,000

Cash Flow: $511,734

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

Farmers Insurance Agency – Oceanside, CA

Carlsbad, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful Oceanside, CA. This high-performing agency generates $755,000 in annual revenue and has a strong, loyal...

$2,100,000

$2,100,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

Tampa, FL

Established ACA Health Insurance Agency - 800 Active Clients Generating $240,000 Annual Revenue This turnkey ACA health insurance book of business represents an exceptional opportunity to acquire...

$192,000

Cash Flow: $220,000

$192,000

Cash Flow: $220,000

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

Adams County, CO

Opportunity Is Knocking – Step Into a Thriving Insurance Agency! This well-respected agency has built a legacy of excellence and trust, providing a full suite of Personal, Commercial, and Life...

$925,000

Cash Flow: $373,210

$925,000

Cash Flow: $373,210

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

Rochelle OBrien

Venture Opportunities LLC

Serving Dallas County, TX

At Venture Opportunities, we help business owners maximize the value of their business and exit with confidence. Since 1982, we’ve been a trusted partner for entrepreneurs across the Dallas/Fort Worth area—guiding them through one of the most important financial and personal decisions of their lives: selling their business. Whether you're ready to sell now or planning years in advance, our team delivers the expertise, experience, and strategy to help you get every dollar you deserve while avoiding costly mistakes. We don’t just list businesses—we work closely with owners to uncover hidden value, prepare for a successful transition, and connect with serious, qualified buyers. From initial valuation to closing, we handle the details so you can stay focused on running your business. Why business owners choose us: Decades of proven experience and local market insight Personalized, confidential service Proven strategies to increase business value before you sell A vetted network of qualified buyers You've worked hard to build your business. Let us help you exit on your terms—with clarity, confidence, and peace of mind.

Contact Me >

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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

Lucrative Consulting Practice

DuPage County, IL

Step into a turnkey value growth consulting practice with a nationally recognized brand. This business serves the thriving business community of Naperville and DuPage County—an established and growing...

$55,000

Cash Flow: $160,456

$55,000

Cash Flow: $160,456

Turnkey Business Brokerage Opportunity

Rankin County, MS

Step into ownership of a turnkey business brokerage franchise backed by over 40 years of national brand recognition and success. Now available in the growing and opportunity-rich Jackson, MS market,...

$84,999

$84,999

Profitable Fintech Algorithmic Trading Software | $14M TTM Revenue

Clayton, NC

Overview This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial...

$12,000,000

Cash Flow: $3,500,843

$12,000,000

Cash Flow: $3,500,843

Established Agency for Sale - Turn Key

Sandpoint, ID

Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...

$152,000

2

$152,000

$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record

Fort Worth, TX

This Fort Worth-based ATM route includes 251 machines generating $387,072 in annual cash flow. The business has operated for over 15 years, with a focus on high-traffic locations and reliable site...

$1,354,752

Cash Flow: $387,072

$1,354,752

Cash Flow: $387,072

Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring

Jacksonville, FL

This 209-location ATM route across Jacksonville generates over $33,500 in monthly revenue from transaction fees. Each machine produces approximately $160 per month, with established locations, vendor...

$1,406,160

Cash Flow: $502,200

$1,406,160

Cash Flow: $502,200

Established 221-ATM Route Generating $424K+ Annual Cash Flow

Columbus, OH

This ATM route consists of 221 machines located throughout Columbus in high-traffic retail stores, gas stations, and entertainment venues. The business has been in operation for several years and...

$1,484,800

Cash Flow: $424,320

$1,484,800

Cash Flow: $424,320

Profitable Tax Business In Albany NY

Albany, NY

This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....

$250,000

Cash Flow: $100,000

$250,000

Cash Flow: $100,000

Farmers Agency For Sale

Solano County, CA

Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...

$270,000

3

$270,000

Elite Allstate Agency DFW Flower Mound, Texas Book Only

Flower Mound, TX

Outstanding opportunity gem of a $3,456,829 (as of 12/31/2024) Allstate Agency in the growth-rich state of Texas! With its Elite Level status, high retention at 82.9%, this agency won’t be available...

$810,000

Cash Flow: $1,000,000

6

$810,000

Cash Flow: $1,000,000

Established Insurance Business For Sale

Raleigh, NC

Well-established independent insurance agency serving individuals, families, and businesses with a strong reputation for integrity, transparency, and client-first service. The agency has grown...

$695,000

Cash Flow: $66,000

$695,000

Cash Flow: $66,000

297-ATM Empire Generates $570K+ Annually

Austin, TX

This established ATM network consists of 297 machines operating across the Austin area. The business has been in operation for 15 years and is currently generating approximately $47,500 per month in...

$1,596,600

Cash Flow: $456,192

$1,596,600

Cash Flow: $456,192

North Broward Well Established Accounting Firm For Sale.

Broward County, FL

This very Established Bookkeeping and Accounting Practice; with approximately (525) 1040 clients and (385) corporate return clients, is for sale. This practice generates income from monthly...

$700,000

Cash Flow: $460,000

$700,000

Cash Flow: $460,000

Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

Lakeland, FL

20 straight years of rising income. Recurring revenue. Loyal clients. This tax & accounting firm is a rare find — high profit margins, streamlined systems, and a stellar reputation built over two...

$1,700,000

Cash Flow: $670,000

$1,700,000

Cash Flow: $670,000

Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential

San Antonio, TX

Profitable Farmers Insurance Book – $450K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $4.5M premium Farmers Insurance book of business generating $450,000 in revenue over the last...

$825,000

Cash Flow: $450,000

3

$825,000

Cash Flow: $450,000

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

New York, NY

? VERIFIED PROFITS — 100% REAL NUMBERS The photo you see? That’s the actual Manhattan outdoor location — netting $2,000+ every single month, fully verified by processor reports. This isn’t a “maybe.”...

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH

Cuyahoga Falls, OH

Established CPA Tax and Accounting Practice with 40 years of proven success in Cuyahoga Falls, OH. This well-positioned firm generates $225,000 in annual revenue with $90,000 in seller's discretionary...

$225,000

Cash Flow: $90,000

$225,000

Cash Flow: $90,000

Farmers Insurance Agency - For Sale

Clark County, NV

Farmers Insurance Agency for Sale – Las Vegas, NV Seasoned Agency | Profitable | Growth Opportunity An exceptional opportunity to acquire a well-established Farmers Insurance agency located in Las...

$225,000

$225,000

Money Service Business

Paso Robles, CA

Established Money Service Business - Profitable Financial Services Operation This well-established financial services business has been serving the Paso Robles community since 2007, generating strong...

$399,000

Cash Flow: $70,000

$399,000

Cash Flow: $70,000

***currently under LOI*** Large Insurance Agency Now Available

Houston, TX

A large Allstate insurance agency is available for acquisition. Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements....

$4,250,000

$4,250,000

Cash Flow: $1,750,000

Ownership Opportunity in Established Insurance Agency

Post Falls, ID

This is a rare chance for a driven entrepreneur to acquire a $4 million premium segment from a flourishing insurance agency with a total premium book of approximately $15 million. This fractional...

$1,400,000

$1,400,000

Cash Flow: $250,000

Recurring Revenue Insurance Business with Minimal Overhead

Cary, NC

Imagine owning a thriving insurance agency that practically runs itself while you focus on what you do best - building relationships and growing your client base. This Cary-based insurance business is...

$70,000

$70,000

Cash Flow: $91,326

CPA Firm

Jefferson County, NY

Well established CPA Firm with excellent growth potential. Located in Jefferson County NY, near Fort Drum Army installation. Virtual office utilizing Thompson Reuters SAAS....

$540,000

$540,000

Rick Barth

Grandworth Business Brokers & Intermediaries LLC

Serving Franklin County, OH

Grandworth BB&I is a full-service Business Brokerage firm specializing in leading privately-owned businesses thru confidential sale transactions to successful conclusion for all parties. We operate in a wide range of industries including manufacturing, distribution, retail, service, e-commerce, B2B, etc. Our brokers have over 75 years of combined business experience in functions including sales, marketing, engineering, manufacturing, operations, quality assurance, supply chain, sustainment, IT, organizational leadership and small business counseling. We're friendly, knowledgeable and look forward to helping make your dream a reality!

Contact Me >

Contact me
Established Agency Located in Highly Desired San Diego County, CA

San Diego County, CA

Established Agency Located in Highly Desired San Diego County, CA Are you looking for a turn-key business opportunity with excellent growth potential, located in the highly desired state of...

$425,000

$425,000

Thriving $12M Premium Farmers Insurance Agency for Sale — Redding, CA

Redding, CA

Stand-Alone Building with Lease or Purchase Option! Looking for a business opportunity that combines proven profitability, brand power, and outstanding growth potential? This is it. This $12,000,000...

$2,520,000

$2,520,000

Turn-Key Insurance Agency in South Houston, Tx

New Caney, TX

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

Boutique-style accounting and tax preparation firm

Plano, TX

Established boutique accounting and tax preparation firm available due to the owner's retirement. Founded in 2017, this Plano-based practice has built a loyal client base serving individuals and small...

6

$149,500

$149,500

Cash Flow: $74,892

Own a Thriving Allstate Agency in Sunny Panama City Beach, Florida!

Panama City Beach, FL

Are you ready to escape the corporate grind and step into a lucrative business opportunity in a beautiful, high-growth area? An established Allstate Agency in desirable Panama City Beach, FL is now...

$975,000

$975,000

EBITDA: $363,000

Acquire OTC trading – 90-Day Exchange Guarantee

West Palm Beach, FL

Every OTC company we sell comes with our exclusive 90-day “lemon protection” exchange policy. If any issues arise that cannot be resolved quickly, we’ll replace your company with another of equal...

$49,950

$49,950

Annapolis Area Tax & Accounting Practice - Motivated Seller

Anne Arundel County, MD

This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal...

$650,000

$650,000

Cash Flow: $250,000

$3 Mn Insurance Agency in Hollywood, Florida for Sale

Hollywood, FL

The owner is willing to stay on for 2 years. The loss ratio for the agency are under 50%....

$650,000

$650,000

Established Profitable Accounting and Tax Preparation Business

Colorado

This accounting and tax perparation business serves over 400 clients across the United States and enjoys excellent return business. The ideal buyer would be an enrolled agent with the IRS (an EA) with...

$465,000

$465,000

Cash Flow: $156,000

Highly Profitable Cloud-Based Tax Firm (North of Boston)

Essex County, MA

The firm occupies a strategic position in a highly profitable niche, providing services to clients across the country. The firm has developed a robust referral network that consistently generates more...

$1,000,000

$1,000,000

Cash Flow: $448,000

Kcmo Accounting & Tax Firm For Sale

Jackson County, MO

The seller of this long-standing Kansas City. Missouri Accounting firm is approaching retirement and seeking a qualified buyer to take over the practice. For over 30 years, this Accountant has...

$228,000

$228,000

Buy a Financial Services Business

Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.

Some of the most popular categories of financial services businesses include:

  

Market Overview

Number of Business Listings Analyzed   936
Median Asking Price   $500,000
Median Reported Revenue   $430,000
Median Reported Earnings   $210,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

  

Financial Services Business Valuation Multiples

Range Revenue Earnings (SDE)
Lower Quartile   1.02 1.81
Median   1.18 2.36
Upper Quartile   1.46 3.13
Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price.

  

Read the Report:

Financial Services Business Valuation Benchmarks

  

Sell Your Financial Services Business

For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.