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Financial Services Established Businesses For Sale

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Industry Info
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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...

$13,500,000

Cash Flow: $2,000,000

$13,500,000

Cash Flow: $2,000,000

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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

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

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

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

Very profitable annuity boutique insurance agency

REAL ESTATE INCLUDED

Detroit, MI

This company has averaged $650,000 net for the past 2 years. This business has over 900 customers. They can be operated from anywhere in the country. This insurance agency primarily sells 10 year...

$2,600,000

Cash Flow: $650,000

$2,600,000

Cash Flow: $650,000

REAL ESTATE INCLUDED

Established Business Brokerage - Rare Opportunity!

Kings County, NY

Step into a thriving, turnkey business brokerage backed by a nationally recognized brand with 40+ years of industry leadership. Located in one of New York’s most vibrant and diverse markets, this...

$76,000

$76,000

Lucrative Consulting Business

DuPage County, IL

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$55,000

Cash Flow: $160,456

$55,000

Cash Flow: $160,456

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

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 | $12.8M TTM Revenue

Clayton, NC

PRICE REDUCED! 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...

$7,785,000

Cash Flow: $3,391,978

$7,785,000

Cash Flow: $3,391,978

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

Tyler Bowman, CM&AA & CEPA

Transworld Business Advisors of Colorado

Serving Douglas County, CO

Transworld Business Advisors of Colorado has proudly maintained its #1 status for eight consecutive years among 250+ global franchises. The Colorado Franchise has locations in Denver, Boulder, Fort Collins, Colorado Springs, Aspen, and Grand Junction. The franchise is owned by Prospere Companies, a private investment firm with a portfolio of companies in Colorado, Texas, and Nevada specializing in acquiring, owning, and operating multi-faceted locations in the realm of mergers and acquisitions. Over the past 12 years, our team has completed 1,500+ deals, growing daily. As the leading business brokerage firm in Colorado, we have achieved remarkable milestones, including being featured on the Inc. 5000 List five times—an accomplishment attained by only 4% of companies and featured on Financial Times Fastest Growing list. Additionally, our recognition as the Most Referred Middle Market Advisory Firm on the Axial Advisory 100 List underscores our commitment to excellence. To learn more about Transworld or to schedule a consultation with one of our brokers, visit our website at www.tworldcolorado.com or call 720-259-5099.

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Pawn Shop Loan Business Gold Buying Jewelry Owner Financing

St. Louis County, MO

“ Exclusive Opportunity Asking Price: $395,000 This includes the right to transfer ownership of license with FF & E. Inventory: Not Included-This will eliminate one of the variables for the...

$395,000

$395,000

Lucrative Consulting Business

Hudson County, NJ

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$55,000

Cash Flow: $160,456

$55,000

Cash Flow: $160,456

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

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

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

Licensed Captive Insurance Company for Sale

Phoenix, AZ

Business Overview For sale: a fully operational captive insurance company — Bespoke Insurance Groups, located in Phoenix, Arizona (202 E Earll Dr., Ste 360, Phoenix, AZ 85012). This business...

$300,000

$300,000

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

Great ATM Route - SW Washington

Vancouver, OR

Southwest Washington Route in Vancouver, Longview, Kelso, and Iwalco with an average monthly mixed profit of over $11.000 as of 2025. The route includes 11 owned and loaded ATM's, which are owned by...

$375,000

Cash Flow: $132,000

3

$375,000

Cash Flow: $132,000

296-Unit ATM Route: $570K EBITDA

Philadelphia, PA

This business consists of 296 ATM placements across the greater Philadelphia area. The portfolio generates approximately $685,000 in gross revenue and $570,000 in EBITDA annually. All revenue figures...

$2,000,000

Cash Flow: $570,000

$2,000,000

Cash Flow: $570,000

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

Top Business Tech-enabled M&A Firm - US Only - $100M+ Active Pipeline

California

Rare Opportunity to Acquire a Turnkey, Top-Performing M&A Firm with Scalable Platform. This is a rare opportunity to acquire a top-performing business tech-enabled M&A Firm, serving Sell-side business...

$2,795,000

Cash Flow: $646,000

$2,795,000

Cash Flow: $646,000

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

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

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

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

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

North Broward Accounting Firm For Sale. Business Has Sold-Thank you

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

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

Highly Effective Local Credit Repair Business

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$149,000

$149,000

Cash Flow: $55,098

Farmers Insurance Agency - For Sale

Reno, NV

An amazing opportunity to acquire a well-established Farmers Insurance agency for sale in Reno, which includes an existing client base and revenue stream with huge upside potential. This agency...

$125,000

$125,000

Jeff Herba

ABBEX Inc

Serving Sarasota County, FL

ABBEX, Inc. BUSINESS BROKERS Since 1978. Over 900 businesses bought and sold.

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High performing, ELITE achievement level Allstate agency!

Shepherdsville, KY

Imagine walking into your own thriving Allstate agency that's already hitting ELITE performance levels - that's exactly what you'll find here in Shepherdsville. This isn't just another insurance...

$695,000

$695,000

Take Advantage of A Great Turnkey Opportunity!

Fountain Valley, CA

Take advantage of a great opportunity! This established agency has over 3000 policies in force and is a Turnkey Operation. The office is located in a prime retail location in Fountain Valley. The...

Not Disclosed

Not Disclosed

Cash Flow: $650,000

Thriving Mission Valley Accounting Firm

REAL ESTATE INCLUDED

Lake County, MT

Step into a flourishing and growing accounting practice located 25 miles from Flathead Lake. This firm has been in business for 24 years and is in high-demand with growth in the area and need for...

$480,000

$480,000

REAL ESTATE INCLUDED

Established, Family-Owned 2nd Generation Turn-key Agency in Colorado!

Northglenn, CO

This established $5,500,000 premium agency is located in a highly sought-after northern Denver suburb. The agency owner has built an amazing business and is looking for the right successor to take...

$1,075,000

$1,075,000

Established Cost Reduction Consulting Business

Orange County, CA

The current owner is based in Southern California but you are able to be based anywhere in the US and work with clients anywhere in the US. Schooley Mitchell is the largest independent cost reduction...

2

$68,000

$68,000

Non-Standard Insurance Agency w/Multiple Revenue Lines

South Gate, CA

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant...

$450,000

$450,000

Cash Flow: $60,000

Scaled National CPA-Advisory Platform 70-80% Recurring Revenue

Tampa, FL

The owners are seeking a true strategic acquirer, a firm already operating at a similar or larger size with existing infrastructure, national reach, and the ability to scale a high-volume advisory...

$7,000,000

$7,000,000

Cash Flow: $1,630,565

Philadelphia Area (Bucks County) Tax and Accounting Practice

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$700,000

$700,000

Cash Flow: $330,000

Profitable CPA Firm – South Florida Market – $1M Revenue / $375K–$400K

Fort Lauderdale, FL

Confidential CPA practice with strong recurring revenue, $1M projected 2025 revenue, $375K–$400K SDE, experienced staff, and owner willing to stay as minority shareholder. A well-established and...

$1,500,000

$1,500,000

Economic & Community Development Consulting Firm

A rare opportunity to acquire a nationally operating economic and community development consulting firm known for its fully integrated, end-to-end service model. Unlike traditional firms that...

Not Disclosed

Not Disclosed

Cash Flow: $611,469

Commercial Mortgage Origination Business -Fully Remote

Hillsborough County, NH

Unlimited potential in the $5 Trillion Commercial Real Estate industry. Put your financial acumen and professional sales ability to use arranging commercial mortgages for business and investment...

$49,000

$49,000

Cash Flow: $70,000

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.