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...
Financial Services Businesses For Sale
Industry Info
Commercial Mortgage Origination Business -Fully Remote
$59,000
Cash Flow: $70,000
Farmers Insurance Agency
Redmond, OR
Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the support of experienced agents,...
$248,000
Established Nashville Cash Homebuyer Business with Great Reviews
Franklin, TN
Starting Your Real Estate Investment Business but don't want to wait years to Establish Your Reputation & do your first deal? This business foundation will put you on the fast track to doing your...
2
$45,000
EBITDA: $1,485,000
**UNDER CONTRACT** Establish Bookkeeping Practice
Duval County, FL
Founded in 1997, this well-established Enrolled Agent (EA) accounting firm boasts the highest IRS credential, specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns....
$80,000
Cash Flow: $71,919
Montana Collections Services
Maryland
Based in Montana, the Company is a professional collection services provider. The Company specializes in accounts receivable management as well as other debt recovery along with related services...
Not Disclosed
Cash Flow: $530,000
Established 50 year ELITE Allstate Insurance Agency!
Cortland, NY
This well-established Allstate Insurance agency boasts over 50 years of history, demonstrating long-term stability and a strong reputation in the local market. This is a great opportunity to purchase...
$799,000
Cash Flow: $234,000
Established ATM Route in Northern Colorado - $32K Cash Flow
Longmont, CO
Take advantage of a truly turnkey investment with this established ATM route operating along the highly trafficked I-25 corridor in Northern Colorado. The route features 32 strategically placed...
$134,995
Cash Flow: $32,710
Turnkey Certified Home Inspection Business – South Florida
Hollywood, FL
Established in 2017, this highly reputable and certified property inspection company has become one of Southeast Florida’s most trusted names in the industry. With over 10,000 inspections completed...
$239,000
Cash Flow: $110,000
Profitable Springfield Allstate Agency
Sangamon County, IL
A rare opportunity to acquire a profitable, well-established Allstate agency in Springfield, Illinois. With $3.9 million in earned premium, solid retention, and a low loss ratio, this agency is a...
$735,000
Established $5.7M Allstate Agency in Booming Mooresville, NC
Iredell County, NC
A rare opportunity to acquire a $5.7 million premium Allstate agency in Mooresville, NC—a rapidly growing, family-friendly suburb just north of Charlotte. Priced at $1,125,000, this agency offers an...
$1,125,000
Unlock Financial Freedom: Profitable Opportunity - Money Coach Group
Chester County, PA
Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...
$60,000
Cash Flow: $145,823
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...
$265,000
Cash Flow: $123,675
Farmers Agency for Sale!
Los Angeles County, CA
Established Farmers Insurance Agency - Prime Los Angeles County Opportunity Step into ownership of a legacy Farmers Insurance agency with more than 40 years of proven success in one of the most...
$800,000
Profitable Fintech Algorithmic Trading Software | $10M TTM Revenue
$7,785,000
Kansas
Thriving turn key Farmers Insurance Agency (Boise, Idaho)
Boise, ID
Rare opportunity to own an established Farmers Agency. This well-established agency offers an ideal pathway into the insurance industry. With a strong presence in Commercial, Life, Property, and...
$350,000
ATM Business for Sale
Philadelphia, PA
This home-based ATM business operates 13 machines in high-traffic locations throughout Philadelphia, including grocery stores, breakfast shops, and a beauty supply store. The business generates...
$150,000
Cash Flow: $52,000
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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NEW PRICE! Allstate Agency in Cedartown, GA
Cedartown, GA
This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...
$250,000
Reliable Home Estate Resale Company With Proven Client Relationships
Birmingham, AL
This home-focused estate resale company offers expert property liquidation services in a market with increasing demand due to demographic shifts. Key Benefits: -Specialized in personal property resale...
$227,500
Cash Flow: $237,921
Scalable Contents Care Company with Robust Referral Network
Pittsburgh, PA
Positioned within the recession-resistant restoration industry, this contents care business provides scheduled restoration services that focus exclusively on personal property rather than building...
$399,000
Cash Flow: $294,765
Virtual Accounting and Bookkeeping Firm For Sale
This is a well-established virtual accounting and bookkeeping firm offering a strong opportunity for acquisition. The business provides a wide range of accounting and financial services, including...
$1,753,030
Established Insurance Agency for Sale in Stanton
Stanton, CA
Established Farmers Insurance Agency – Stanton, CA | Well-Established | Turnkey Opportunity Business Overview Take advantage of a rare opportunity to acquire a profitable, long-standing Farmers...
$120,000
Cash Flow: $79,000
Farmers Agency for sell in Moorpark
Moorpark, CA
Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...
6
$100,000
33 YEAR Tax Preparation Business
Rensselaer County, NY
Are you looking to take over a well-established Accounting Tax Practice business in New York, United States? Look no further - we have an exciting opportunity for you! Founded in 1992, this thriving...
$175,000
Cash Flow: $146,550
Profitable Silicon Valley CPA Firm
Cupertino, CA
PROFITABLE SILICON VALLEY CPA FIRM - CUPERTINO, CA Established in 2017, this thriving accounting and tax practice is strategically located in Cupertino, California, serving the heart of Silicon...
2
$775,000
Cash Flow: $425,000
Exclusive Business Brokerage Territory with Active Listings
$144,000
Lancaster County, NE
Profitable Repossession Company with 16-Year Track Record in Savannah
Savannah, GA
Operating since 2009, this highly reputable repossession and asset recovery company has built a strong presence in the Southeast, servicing Georgia and South Carolina. The business specializes in the...
$925,000
Cash Flow: $180,000
Full Service Accounting Firm in Northeast Colorado Springs
Colorado Springs, CO
This firm offers both individual and business tax planning, preparation, and consulting. Additional services include payroll, bookkeeping, Quickbooks setup/management, etc. With nearly $400K gross...
$295,000
Cash Flow: $100,000
Farmers Insurance Agency For Sale in DFW Texas
Mckinney, TX
Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. If you are looking for a turn-key operation that will help you balance your work and...
3
$399,999
Scalable FL Public Adjusting Firm w/ Strong Cash Flow
Seminole County, FL
This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...
$884,000
Cash Flow: $351,456
Turn-Key $3M Prem Agency (MOTIVATED SELLER)– San Jose, CA
San Jose, CA
A rare opportunity to acquire a fully turn-key, $3 million premium insurance agency in the heart of San Jose, California. This agency delivers strong monthly cash flow, exceptional retention, loyal...
3
$299,000
Cash Flow: $120,000
Online Bookkeeping Franchise - Work From Anywhere!
Discover an exciting opportunity to own a dynamic bookkeeping franchise and white-label partnership business. This unique model connects skilled bookkeepers with CPA firms and consultants, creating a...
$120,000
Cash Flow: $55,300
Full-Service Accounting Firm – Recurring Revenue $1.7M / $820K+ SDE
Madison County, IL
An established and highly reputable accounting and tax firm located in Illinois is available for acquisition. The firm has been serving business and individual clients for over three decades, offering...
$3,250,000
Cash Flow: $820,000
Large Independent Insurance Chain w/Franchise Model
Atlanta, GA
Explore the opportunity to acquire one of the Southeast’s premier Independent Insurance Agency Chains. This thriving business operates on a robust franchise model, offering both retail and shared...
Not Disclosed
Cash Flow: $7,094,594
Farmers Insurance Agency for immediate sale by Owner
Plano, TX
This Agency was established in 2015 and the Agency Owner is wanting to work in the Agency but not run the Agency due to his age. His Client retention is over 87%! His Clients love him and will work...
$60,000
Farmers Insurance Agency For Sale
Van Alstyne, TX
Farmers Insurance has expanded it's entry points to include scratch Agencies with our new Retail & Flex programs. We have also added a new Protégé Program for individuals who are interested in...
$200,000
San Antonio, TX Coaching Franchise - Now Available
$714,000
San Antonio, TX
Allstate Agency in Port Huron, MI
Port Huron, MI
This amazing $5.5M Allstate agency began in 2007 and is the result of several carefully executed mergers which have resulted in a successful book of business with a loyal customer base. Growth...
2
$1,250,000
Cash Flow: $300,000
Allstate Agency in Chapin, SC
Chapin, SC
This well-established, pro-level Allstate agency is located in one of South Carolina’s fastest growing areas, lending itself to fantastic growth potential. In addition to the $3.7M in earned premium,...
$900,000
Insurance -Multi Locations For Sale
REAL ESTATE INCLUDED
San Antonio, TX
Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees: Experienced licensed...
$2,820,000
Allstate Agency in Southern Texas
Texas
This highly successful, $6.97M, bonus earning, Elite-Level Allstate agency is ready for a new owner! This agency comes well-staffed and has a long standing customer base of close to 36 years. Great...
$1,900,000
Money Transfer & Retail Business with Steady Daily Cash Flow
Maricopa County, AZ
An excellent opportunity for a buyer seeking a profitable, easy-to-run business built around steady daily cash flow from money transfer services. With 15–30 transfers per day, this operation attracts...
$95,000
Cash Flow: $80,722
Top Elite Allstate Agency For Sale- UNDER CONTRACT WITH LOI
Dallas County, TX
Top Elite Allstate Agency For Sale - Exceptional Growth Opportunity This established $11,000,000 premium Allstate insurance agency represents a premier opportunity to acquire a top-producing franchise...
$3,650,000
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 September 2025, the Practice proudly...
$2,000,000
Cash Flow: $685,661
Established and Profitable Check Cashing Business
Davie, FL
Located in a high-traffic corridor in Central Broward, this established check cashing and financial services business offers a profitable, recession-resistant opportunity for a hands-on owner. In...
$450,000
Cash Flow: $172,743
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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Book of Business For Sale – San Diego, CA (92101) Farmers Insurance
San Diego County, CA
Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...
2
$195,000
Turnkey $7.8M Premium Farmers Agency avail in Williamson County
Cedar Park, TX
Established Farmers Insurance Agency - Turnkey Operation with $7.8M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a...
$1,915,000
Cash Flow: $487,000
Lucrative Consulting Business
$55,000
Hudson County, NJ
Multi-Revenue Stream Business Brokerage – Proven Model
Oneida County, NY
Step into a turnkey business brokerage backed by a nationally recognized franchise brand. This exclusive territory in Oneida County offers a proven model, robust support, and access to a steady...
$75,500
Profitable Established Turnkey Farmers Insurance Agency for Sale
Orange, CA
Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...
6
$375,000
Used Car Dealership and U-Haul franchise for sale.
Houston, TX
Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...
5
$500,000
Cash Flow: $30,000
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...
$150,000
Cash Flow: $119,545
Profitable, Hands-Off Insurance Agency with Predictable Monthly Income
Franklin, OH
Profitable, Hands-Off Insurance Agency with Predictable Monthly Income Step into a turnkey business that delivers steady, recurring revenue while running with minimal oversight. This insurance agency...
$138,743
Cash Flow: $149,951
Turn-Key Farmers® Insurance Agency – Salinas/Monterey County
Monterey County, CA
Turn-Key Bi-lingual Farmers Insurance Agency in Salinas, Monterey County Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in the...
$175,000
Cash Flow: $115,000
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...
$1,300,000
Cash Flow: $135,189
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.
