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Financial Services Established Businesses For Sale

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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

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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 | $10M TTM Revenue

Kansas

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: $2,495,906

$7,785,000

Cash Flow: $2,495,906

Exclusive Business Brokerage Territory with Active Listings

Lancaster County, NE

Established in 2016, this well-positioned business brokerage serves a large, exclusive territory in Lancaster County, Nebraska, spanning 12 counties and approximately 20,000 businesses. The operation...

$144,000

$144,000

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

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 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

Turnkey Farmers Insurance Agency For Sale

Las Vegas, NV

This profitable, well-established Farmers Insurance agency offers immediate cash flow with significant upside potential. The business includes a solid in-force book generating residual commissions,...

$90,000

$90,000

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

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

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

Gary Norris

Commercii Advisory Services

Serving Washington County, PA

I assist buyers and sellers find their perfect match! I have 30 years of business experience which includes public accounting, financial institution chief financial officer, commercial lender, commercial loan broker, commercial real estate agent and business broker.

Contact Me >

Contact me
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

Lucrative Consulting Business

Norfolk County, MA

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

$55,000

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

Credit Card processing portfolio for sale. Easy to run

Los Angeles, CA

Amazing Credit Card processing portfolio for sale in los angeles. includes about 21 accounts. you can definity expand the business. Current income is about $13,000 per month. No expenses. No...

$429,000

Cash Flow: $13,000

$429,000

Cash Flow: $13,000

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

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

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

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

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 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

Pawn Shop Loan Business Gold Buying Jewelry Owner Financing

St. Louis County, MO

“ Exclusive Opportunity Asking Price: $339,000 This includes the right to transfer ownership of license with FF & E. Inventory: Not Included-This will eliminate one of the variables for the...

$339,000

$339,000

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

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...

$1,075,000

Cash Flow: $373,210

$1,075,000

Cash Flow: $373,210

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

50 Year Old Agency With 90% Retention For Sale!

Royal Oak, MI

LOTS of growth possibilities. Agency hasn't spent any time or money into growth. Virtually an untapped business with 20+ years of requotes, cross sells, win-backs, etc....

3

$770,000

$770,000

Large Allstate Insurance Agency Now Available In Houston, TX

Harris County, TX

Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...

$4,000,000

$4,000,000

Cash Flow: $1,072,911

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

Atm Single Location For Sale $2,000/month Income Net

Pembroke Pines, FL

We currently have one high volume location For Sale: Serious buyers only*. Comes with 5 year agreement. We have also built a lucrative Atm Business Route over the last few years with locations in just...

$40,000

$40,000

Cash Flow: $10,000

Farmers Insurance Agency Book of Business for Sale LA / OC

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA and OC area. This opportunity includes a book of business with approximately $1.8 million in annual premiums across a strong mix of Home,...

$200,000

$200,000

Cash Flow: $120,000

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...

$685,000

$685,000

Cash Flow: $200,000

Jason Carpenter

KW Commercial Grand Rapids East

Serving Kent County, MI

Contact Me >

Contact me
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...

$1,430,000

$1,430,000

High-Margin Multi-Service Tax Firm with Strong Repeat Client Base

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,475,000

$1,475,000

Cash Flow: $357,038

Medicare Book of Business for Sale

Douglas County, CO

This is an exciting opportunity to acquire a home-based Medicare insurance brokerage serving seniors age 65+ across 22 states. The business operates almost entirely online and has built a strong,...

$229,000

$229,000

Cash Flow: $84,923

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

Dedicated Insurance Specialists for the Commercial Transportation

San Joaquin County, CA

ESTABLISHED COMMERCIAL TRANSPORTATION INSURANCE AGENCY This specialized insurance agency serves the commercial trucking and transportation sector in San Joaquin County, California, generating $180,000...

$375,000

$375,000

Cash Flow: $120,000

WA Established Insurance Agency for Sale – Allstate Opportunity

Washington

Business Overview: Multiple established insurance agencies are available for acquisition. These agencies have a strong presence in their respective communities, a loyal customer base, and significant...

$1,000,000

$1,000,000

HI Established Insurance Agency for Sale – Allstate Opportunity

Hawaii

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....

$1,000,000

$1,000,000

AK Established Insurance Agency for Sale – Allstate Opportunity

Alaska

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....

$1,000,000

$1,000,000

Farmers Insurance agency

Denver County, CO

Thriving Farmers agency with 12 plus years of operations. Tenured staff with the CSR/ producer being here the entire time. Devoted long-term clients with a heavy focus on P&C as well as commercial and...

6

$340,000

$340,000

Cash Flow: $170,000

Established Trading Platform for Sale

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$575,000

$575,000

Cash Flow: $206,000

Fully Virtual CPA Firm – International Tax Focus, Systemized & Growing

Birmingham, MI

This is a fully virtual, highly specialized CPA firm focused on US international taxation for expats and non-residents. The practice was founded by a former Big 4 international tax professional and...

$260,000

$260,000

Cash Flow: $105,000

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.