Pierce County, WA
The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...
Financial Services Businesses For Sale
Industry Info
Small but Well-Known Transactional Law Firm in Growing Niche Specialty
$500,000
Cash Flow: $266,581
Financial Planning Virtual RIA: Ride this new disruptive wave early!
Nazareth, PA
Head to emancipare.com/buyer to get started, this one won't last long! Advice-only financial planning, investment advising, and tax planning is a fast-growing wave. Every household needs a financial...
$95,000
Cash Flow: $55,839
Tax Preparation and IRS Representation Firm in Dallas / Ft. Worth
Tarrant County, TX
Established in 2013, this well-respected tax preparation and IRS representation firm has built a loyal client base and a strong reputation for translating complex IRS legalese into plain language....
$172,500
Cash Flow: $91,489
Turnkey Ins Agency – Sauk Centre, MN – $5K/Month Revenue
Sauk Centre, MN
Own a profitable insurance agency for sale in Sauk Centre, MN generating about $5,000 in monthly revenue with excellent client retention. This is a perfect entry point into the residual income,...
$90,000
Cash Flow: $60,000
Established Farmers Insurance Agency
Mesa, AZ
20+ year agency with stable cash flows, strong client retention, and multiple levers for organic and inorganic expansion. The agency offers a compelling growth profile for a buyer seeking immediate...
$250,000
Profitable Payday Loan Business w/ Established Customer Base for Sale
Slidell, LA
Established payday lending business operating successfully in Slidell, Louisiana since 2012. This profitable financial services operation generates ~$200,000 in annual revenue with strong cash flow of...
4
$325,000
Cash Flow: $98,200
Established and Successful Insurance Agency: Book $1.5M!
Van Alstyne, TX
This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in...
$250,000
Cash Flow: $150,000
High Growth Higher Margin Life Insurance Brokerage For Sale
Dallas County, TX
This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net...
$3,000,000
Cash Flow: $997,826
Profitable Real Estate Appraisal Firm
Brooklyn, NY
Established Real Estate Appraisal Firm - Brooklyn, NY This is a rare opportunity to acquire a well-established, family-run real estate valuation company serving the New York Metro area since 1991....
$850,000
Established Insurance Agency – Immediate Revenue & Expansion Potential
Chandler, AZ
ESTABLISHED FARMERS INSURANCE AGENCY - CHANDLER, AZ This well-established Farmers Insurance agency presents an exceptional opportunity for a motivated buyer seeking immediate revenue and growth...
$170,000
Cash Flow: $100,000
FranchiseSchooley Mitchell Cost Reduction
Available Nationwide
Finding solutions that save businesses time and money. Promote a risk-free cost saving and expense reduction analysis.
$100,000
MOTIVATED SELLER – $2.5M Premium / $20K/Month Revenue – Stillwater, MN
Stillwater, MN
Turnkey insurance agency for sale in Stillwater, MN with $2.5 million in premium and about $20,000/month in revenue from a loyal, established client base in Stillwater, MN. This profitable book of...
3
$300,000
Cash Flow: $200,000
Legacy of Service: Buy a High-Retention Allstate Agency!
Pittsboro, NC
Founded with a vision to serve the growing Pittsboro community in Chatham County, this established Allstate Insurance Agency represents a remarkable success story of dedication, service excellence,...
$699,000
North Broward Accounting Firm For Sale. Business Has Sold-Thank you
$700,000
Broward County, FL
Prime opportunity to own a tenured Allstate agency
Indianapolis, IN
Discover a remarkable insurance agency story that began years ago with a vision to serve the Indianapolis community through a trusted, well known brand. This tenured agency has grown from humble...
$570,000
Turnkey, Profitable Staffing Biz with Big Upside!
St Lucie County, FL
Turnkey staffing business with $132K in cash flow, national brand backing, and an experienced recruiter already in place. Now priced at $250K, this established franchise offers a strong foundation and...
5
$250,000
Cash Flow: $132,913
Corbin Yaldoo
C3 CRE, LLC
Serving Oakland County, MI
With a track record of success in identifying growth opportunities across Michigan and beyond, we excel in our ability to add value to our clients' businesses. Our C3 team, complemented by our local and national affiliates, offers an extensive range of services that gives our clients a distinct edge in the marketplace. By leveraging our expertise and resources, we provide exceptional value to our clients, resulting in a long-term competitive advantage.
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Established Farmers Insurance Agency – Denver Metro Area
Aurora, CO
Established Farmers Insurance Agency – Denver Metro Area This is a rare opportunity to acquire a well-established and profitable Farmers Insurance agency located in the Denver metropolitan area. The...
$500,000
Amazing Investment Opportunity !
Gorham, ME
For Sale is a Boutique CPA Firm in Gorham, Maine Maine CPA is selling a practice comprised of tax preparation for individuals (64%), tax preparation for business entities (28%) and accounting and tax...
$90,000
Established Polish Business Ready to Grow!
Oak Lawn, IL
Are you looking to grow a residual revenue stream? Look no further than this stablished Farmers Insurance Agency with $70,000 in annual revenue. With a loyal customer base and the opportunity to...
2
$70,000
Cash Flow: $65,000
Turnkey Farmers Insurance Agency with Strong Recurring Revenue
Leander, TX
This is a turnkey, profitable insurance agency with a well-established book of business and strong recurring revenue driven by high client retention. The agency benefits from a loyal customer base,...
$450,000
Thriving Gulf Coast Allstate Opportunity
Okaloosa County, FL
Allstate Agency for Sale – Fort Walton Beach, FL Thriving Gulf Coast Opportunity | Turnkey Operation | High Retention Take advantage of this rare opportunity to acquire a well-established, profitable...
$1,200,000
Farmers Insurance Agency for Sale
Westlake Village, CA
Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...
$900,000
Cash Flow: $567,000
$1.470K CPA firm for Sale in Pittsburgh, PA
Mcmurray, PA
Annual Cashflow - $515K Revenue Breakdown (December 2024 – November 2025): • Individual & Trust Returns: 489 returns at $860 average fee = $420,800 • Business Returns: 266 returns at $2,310 average...
$2,000,006
Cash Flow: $514,100
Allstate Agency in Media, PA
Media, PA
Well established, $1.97M, 10 year Allstate agency is a perfect opportunity for scalability. With low overhead expenses, an excellent bundle rate of 86.20% and licensed to sell in PA, DE and NJ, this...
$349,999
Lucrative Consulting Business
$55,000
DuPage County, IL
Fee Accounting practice
Westminster, CO
Established Home-Based Accounting Practice - Westminster, CO This well-established accounting practice, operating continuously since 1996, presents an exceptional opportunity for an entrepreneur...
$150,000
Cash Flow: $100,000
Check Cashing Business Established in 2000
Wayne County, MI
A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...
$799,999
Cash Flow: $450,000
Established Bilingual Spanish Agency for Sale in Riverside County, CA
Riverside County, CA
Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in San Jacinto, CA, this bilingual Spanish agency serves the diverse Riverside,...
$250,000
Long-Established CPA Practice
Calvert County, MD
This long-established CPA practice offers a stable, referral-driven client base and a strong reputation built over more than two decades. The firm delivers a full range of tax and advisory services...
$180,000
Reduced! Fairhope Al Allstate Agency!
Fairhope, AL
Discover a remarkable investment and entrepreneurship opportunity in the heart of vibrant Fairhope, Alabama. This established Allstate agency presents an ideal entry point for aspiring business owners...
$475,000
Cash Flow: $282,000
B2B Lending Company and Platform for Sale - Turnkey Opportunity!
Acquire this existing, historically profitable small-business financing (MCA) marketplace that helps entrepreneurs across the United States access a range of funding solutions via a streamlined online...
$248,000
Cash Flow: $422,560
Established, Profitable, Independent Insurance Agency for Sale
Cook County, IL
Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...
$1,150,000
Cash Flow: $373,630
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
Profitable Hallandale Estrella Insurance Franchise For Sale
Hallandale Beach, FL
Turnkey Estrella Insurance franchise with a strong, active book of business and outstanding brand recognition. Located in a high-traffic, high-visibility area of Hallandale Beach, the office benefits...
4
$385,000
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
Multi-Revenue Stream Business Brokerage
$67,500
Lafayette County, LA
AAA Agency with Great Retention & A Loyal Customer Base in MI!
Kalamazoo, MI
This exceptional AAA agency, established in 2016, has grown into a $2.5M operation built on proven systems & well-executed processes. The current owner is transitioning into a new industry, creating a...
$550,000
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...
$699,000
"Elite" Allstate Listing in Bristol, CT!
Bristol, CT
This established Allstate Elite Level insurance agency represents a premium acquisition opportunity in the Hartford County market of Bristol, Connecticut. Operating as a fully functional enterprise...
$1,800,000
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...
$1,800,000
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...
$630,000
100% owner financing for qualified local CPA with 15 years experience.
Los Angeles, CA
Westwood, Westside Los Angeles, High Quality CPA Practice for Sale. Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after...
$1,500,000
Cash Flow: $800,000
Ft Myers Accounting Firm for Sale
Fort Myers, FL
ESTABLISHED ACCOUNTING & TAX PRACTICE - FORT MYERS, FL This profitable accounting and tax practice presents an excellent acquisition opportunity for practitioners looking to expand their client base...
$275,000
Cash Flow: $100,000
Independent P&C Auto & Home Insurance Agency - Virtual Office
Frederick, MD
PRICED FOR QUICK SALE!!! P&C Agencies normally sell for multiple of 2.5 of commissions. Selling for a 1.2 multiple. Established Independent Auto & Home Insurance Agency with Strong Growth Trajectory...
$299,000
Cash Flow: $120,000
Christopher Goebel
Crossroads Advisers
Serving Cuyahoga County, OH
Growing up in an entrepreneurial business founded by his father in 1964, Christopher went from sweeping floors to becoming President & General Manager of Lakefront Lines/Coach USA. Working alongside his father and five siblings, he helped grow our business into a $38.9 million enterprise. Managing the family business through a generational transition, privately-equity ownership, and then to a publicly-traded company, Christopher learned firsthand the challenges of scaling, operating, and exiting a successful business enterprise – and has a passion for sharing the wisdom he has gained in a lifelong career as a visionary and performance-driven executive. In 2016, Christopher founded Crossroads Advisers with a mission: to share lessons learned of the business transition and succession/exiting with other business owners from a Business Owner’s Perspective.
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Prime opportunity to own a tenured Allstate agency!
Aiken County, SC
Discover the inspiring journey of a thriving Allstate insurance agency that has built its reputation on excellence and community trust in Aiken County. What began as a vision to serve local families...
$675,000
Profitable Check Cashing Business for Sale
Roselle, NJ
Great Check Cashing Business for Sale. Conveniently located in the town of Roselle, on the border with Elizabeth, NJ. This business provides the following services, such as: Money order, pay bills,...
$10,000
Turnkey Business Brokerage Opportunity
$84,999
Rankin County, MS
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
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
Established Insurance Agency for Sale – Allstate Opportunity
Oregon
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
WA Established Insurance Agency for Sale – Allstate Opportunity
King County, WA
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....
$1,500,000
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...
$950,000
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
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
Cash Flow: $60,000
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
Cash Flow: $611,469
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:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
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.
