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...
Financial Services Established Businesses For Sale
Industry Info
Large Topper Club Farmers Insurance Agency located in Texas
SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
Colton, CA
This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal...
Cash Flow: $87,846
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...
B2B Lending Company and Platform for Sale - Turnkey Opportunity!
Opportunity to acquire a fully operational, historically profitable small-business loan origination platform serving clients nationwide. This digital platform streamlines borrower acquisition,...
Cash Flow: $422,560
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...
Commercial Insurance Business Offering
Broward County, FL
ARE YOU READY ? Here It IS - and it wont last! Well Established Mostly Commercial Insurance some Property & Workman's Comp Come in and continue! Full Staff in place doing Day to Day Operations (seller...
Cash Flow: $183,644
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...
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...
Cash Flow: $60,000
Highly Profitable Tax Prep & Bookkeeping Bus. - Wilmington, NC
Wilmington, NC
This thriving tax and bookkeeping practice, established in 1999, offers an outstanding opportunity for an experienced tax professional or ambitious newcomer to acquire a profitable, client-centric...
Cash Flow: $123,675
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
Highly Profitable Oregon Tax Practice
Lane County, OR
With a trusted reputation spanning more than 57 years, this Oregon-based Practice delivers comprehensive tax services to both businesses and individuals. As of January 2026, the Practice proudly...
Cash Flow: $685,661
Established and Profitable Check Cashing Business
Davie, FL
MAJOR PRICE DROP! Profitable Check Cashing Business – 20 Years Established – Broward County Reason for Sale: Retirement. Located in a high-traffic corridor in Central Broward, this established check...
Cash Flow: $250,000
Farmers Insurance Agency For Sale
$225,000
Las Vegas, NV
Thriving Accounting and Tax Practice
James City County, VA
This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...
Cash Flow: $119,545
Profitable Auto Insurance Franchise
Fort Lauderdale, FL
Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy east-west...
Cash Flow: $135,189
Jason Sanders
First Midwest Advisors
Serving Jackson County, MI
First Midwest Advisors, LLC (https://firstmidwestadvisors.com/) First Midwest Advisors utilizing 25 years of corporate experience to represent sellers and buyers of small to medium sizes business from a variety of industries. We assist business owners on various types of transactions through the Business Brokering, Mergers and Acquisition process. First Midwest Advisors works with businesses looking to exit their business or seeking to expand with a strategic acquisition. We evaluate strategic and financial goals by taking the time to listen to our clients’ short- and long-term needs, and then we develop a comprehensive plan for an exit or acquisition strategy to achieve their goals.
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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...
Extremely Profitable Franchise Insurance Agency
Miami, FL
Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides...
Cash Flow: $419,355
PRICE REDUCTION Established Independent Adjuster Business 4 Sale
Connecticut
This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be...
Cash Flow: $131,680
Thriving Insurance Agency for Sale – 30+ Years of Proven Success
Billings, MT
Don’t miss this exceptional opportunity to acquire a well-established, independently owned insurance agency with a trusted name and over three decades of consistent performance in the greater Billings...
Cash Flow: $94,646
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....
Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials
Sangamon County, IL
Central Illinois Tax practice This is a great opportunity to purchase a established tax practice with long standing clients. The practice has seen year over year growth. Owner is willing to support a...
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...
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
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...
Philadelphia Check Cashing Store- Prime Location!
Philadelphia County, PA
NEWLY REDUCED PRICE! Real Estate Available for Purchase as Well! This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this...
Cash Flow: $89,082
For Sale: Established Tax Consulting & Accounting Firm
Virginia
For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...
4 Very Profitable Check Cashing Stores DE-PA! New Price Reduction
New Castle County, DE
NEWLY REDUCED PRICE! The buyer will need a cash inventory of approximately $600k-$700K on day one of ownership. All five stores, two in Delaware and three in Pennsylvania, are profitable and fully...
Cash Flow: $696,370
ATAX Flushing, NY Tax Franchise Opportunity
Queens, NY
ATAX Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Flushing, NY. This recession-resistant business has built a solid...
4
Cash Flow: $96,672
ATAX Franchise – Established turnkey location
Hackensack, NJ
ATAX NJ Tax Preparation Franchise - Established & Profitable - Recession-resistant business ATAX Office for Sale – Surrounded by Success, Ready to Thrive! PRIME LOCATION ADVANTAGES - Strategically...
5
Cash Flow: $15,000
ATAX Denver, CO Profitable Tax Preparation
Denver, CO
ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...
5
Cash Flow: $84,000
Multi-Revenue Stream Business Brokerage - Lucrative Opportunity
$95,000
Marin County, CA
Cash Positive Tax Prep Firm- Manhattanville, NY
New York, NY
ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....
5
Cash Flow: $83,888
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
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
Jessica Richer
Hannah Commercial Real Estate
Serving Albany County, NY
The Richer Team at Hanna Commercial Real Estate is located in the Greater Albany Region. The team includes seasoned commercial real estate professionals focusing all areas of commercial transactions for both buyers and sellers. We take great pride in our client centric, full-service representation across all commercial transactions.
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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
Established Business Brokerage Territory – Prime Market
$95,000
Alameda County, CA
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
International Tax Practice with $1M+ in Revenue
Minnesota
Well-Established Agency with Homeowners, Auto & Commercial book
Suwannee County, FL
Virtual San Diego Based Tax Practice for Sale
San Diego, CA
Tarzana CPA Firm for Sale
Tarzana, CA
Sherman Oaks Tax Practice for Sale
Sherman Oaks, CA
Murrieta CPA Firm for Sale
Murrieta, CA
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 Analyzed | 367 |
| Asking Price | $500,000 |
| Reported Revenue | $419,000 |
| Reported Seller's Discretionary Earnings | $202,472 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $250,000 | $500,000 | $975,000 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $236,000 | $123,214 |
| Median | $419,000 | $202,472 |
| Upper Quartile | $830,502 | $335,272 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.00 | 1.86 |
| Median | 1.25 | 2.44 |
| Upper Quartile | 1.64 | 3.39 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $500,000, though prices range from under $250,000 to well over $975,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $419,000 and owners earn a median of $202,472, 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 1.00 to 1.64, with a median of 1.25. Earning multiples range from 1.86 to 3.39, with the median at 2.44. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.44 times its annual owner earnings.
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