Erath County, TX
This well-established independent insurance agency represents an exceptional opportunity in the thriving Central Texas market. With approximately $3 million in Property & Casualty premiums generating...
Financial Services Businesses For Sale
Industry Info
$3M Insurance Agency | Near DFW, TX | Established P&C Business
$1M+ Insurance Agency | Greater Autin Area, Texas | P&C Business
Williamson County, TX
Fast-growing independent insurance agency serving the Central Texas market with an approximately $1M P&C book generating ~$120K in annual revenue. The commercial-focused portfolio includes Commercial...
Profitable Michigan Health MGA with Established Agent Network
Oakland County, MI
Established in 2003, this Michigan-based health insurance distribution platform operates as a Managing General Agency (MGA) focused on recruiting, onboarding, supporting, and servicing independent...
EBITDA: $2,083,000
Virtual Virginia-Based CPA Practice for Sale [SALE PENDING]
Waynesboro County, VA
* CURRENTLY UNAVAILABLE - SALE PENDING DUE DILIGENCE * BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm...
Cash Flow: $125,346
Established Temecula Insurance Agency — $1.5M Premium Book
Riverside County, CA
After 37 successful years as an insurance agent, the owner is ready to retire and is offering an excellent opportunity to acquire a well-established agency in Temecula, California. The agency has...
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Check Cashing Store
REAL ESTATE INCLUDED
Richmond, VA
This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...
Cash Flow: $138,417
Established Farmers Agency | Opportunity for Growth-Minded Owner
Kent, WA
Established Farmers Insurance Agency | Turnkey Growth Opportunity An established Farmers Insurance agency with approximately $4.7 million in annual premium and an established book of business is now...
Cash Flow: $175,000
Thriving Bookkeeping & Tax Preparation Business for Sale
Garland, TX
Established Bookkeeping & Tax Preparation Business - Garland, TX This profitable accounting practice, operating since 2015, presents an exceptional opportunity for CPAs seeking to establish their own...
Established Insurance Agency
Idaho Falls, ID
This is such a great opportunity to run and manage a small business. We will roll out the red carpets to get you trained and ready to reach your fullest potential. Farmers has been in business for...
Cash Flow: $75,000
Profitable Turnkey Neighborhood DMV Registration Business!
San Diego County, CA
Established DMV Registration Service Business with Nearly 40 Years of Operating History. This turnkey business provides vehicle registration, title processing, renewal services, and commercial fleet...
Cash Flow: $93,365
Bookkeeping and Tax Practice - Established 1998
Ontario
This is a great opportunity to acquire a long‑standing, highly reputable bookkeeping and tax practice. Founded in 1998, this firm has built a loyal client base over nearly three decades, with many...
Cash Flow: $81,887
Highly Profitable, Established CPA Firm in Southern California
Los Angeles County, CA
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...
Cash Flow: $1,177,588
Tampa Bay Area, Florida - Established Allstate Insurance Agency
Hillsborough County, FL
Established Allstate Insurance Agency - Tampa Bay Area Opportunity This well-established Allstate insurance franchise has been serving the Southern Hillsborough County community since 1999, building a...
Lucrative Consulting Business
$55,000
Flagstaff, AZ
Established Farmers Insurance Agency Available
Brea, CA
Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...
Established Farmers Insurance Agency Available (Need to Sell ASAP)
Colorado Springs, CO
Established Farmers Insurance Agency for Sale in Colorado Springs This turnkey Farmers Insurance agency presents an exceptional opportunity for a licensed insurance professional or growth-minded...
Andrew Cagnetta
Transworld Business Brokers of Central Florida
Serving Marion County, FL
Transworld Business Advisors is the world leader in business sales, mergers and acquisitions, commercial real estate, and franchise sales. We are truly an entrepreneur's secret weapon to success! Transworld spends more money marketing businesses for sale than any other business brokerage franchise. Hands down. By successfully selling businesses since 1979, we have developed a robust and unmatched buyer and partner network that helps us complete deals quickly and at the highest level of professionalism. We specialize in finding the right buyers for good businesses. Our extensive network of business brokers and transaction coordinators worldwide boasts 250+ franchise offices and nearly 1000 team members. Because of our size, training, continued education, and communication, our network offers an unequaled distribution of exclusive business sale opportunities. Our team approach to Mergers and Acquisitions and Commercial Real Estate ensures that even the most complex and demanding transactions are executed with five-star proficiency. Whether we represent an acquisition-minded corporation or an adventurous entrepreneur, Transworld Business Advisors is the best option for successful business sales.
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Profitable West Suburb CPA Practice - $500K+ Revenue
Minnesota
This highly profitable CPA and tax advisory practice serves a loyal, long-tenured client base. The firm processed around 800 returns in the most recent tax season and provides a diversified mix of...
Cash Flow: $249,293
St. Cloud Area CPA Practice - $650K+ Revenue
Minnesota
Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...
Cash Flow: $302,409
PASSIVE cash flow commercial lease investment opportunity!
Clark County, NV
Simple PASSIVE CASH FLOW! Own prime real estate master lease with 3 subtenants in top commercial area of Boulder City, NV! Current tenants have excellent payment history. 21% CAP Rate! Master lease in...
Cash Flow: $93,600
Insurance Coverage Expert Witness Firm with Nationwide Clients!
North Las Vegas, NV
Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including...
Cash Flow: $105,663
Akron Sales Management & Portfolio Company
Akron, OH
Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...
Established Burlington Vermont Insurance Agency For Sale
South Burlington, VT
Turnkey Allstate Agency with exceptional foundational metrics in a market with high growth potential. 2025 gross revenue 930k $8.66M written and advanced premium - Allstate $446k earned premium...
CPA Tax and Bookkeeping Practice for sale
Bakersfield, CA
Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...
Cash Flow: $57,040
CPA & Accounting Practice — Overland Park, Kansas
Johnson County, KS
This well-established CPA and accounting practice has served the Kansas City metropolitan area for decades from a prime location in one of the highest-income suburban markets in the Midwest. The...
Cash Flow: $371,475
Established Business Brokerage Territory
$71,500
Belmont County, OH
Established Elite Allstate Agency in Sedona, AZ!
Sedona, AZ
Exceptional opportunity to acquire a well-established, Elite $4M Allstate Exclusive Agency that has served its community for over 12 years. The agency features a loyal, long-tenured customer base,...
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
Liberty Tax Franchises For Sale (2) - Frederick, MD
Frederick, MD
LIBERTY TAX FRANCHISES (2) - FREDERICK, MD Established dual-location Liberty Tax franchise operation serving Frederick County, Maryland's fastest-growing market since 2008. This turnkey opportunity...
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Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency!
Wayne County, MI
Enjoy Immediate Revenue with This Established $9M PRO Allstate Agency! This established Allstate Exclusive Agency has served its community in Southeast Wayne County, MI for more than 40 years,...
Established Agency
Long Beach, CA
Established and profitable Farmers Insurance agency located in the highly desirable Long Beach area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...
Residential Appraisal Service Company, opened in early 1980's
Franklin, TN
Established Residential Appraisal Services Company - Operating Since Early 1980s This well-established residential appraisal services company has maintained continuous operations for over four...
Cash Flow: $125,000
Established Farmers Insurance Agency For Sale - Stable & Growing
Douglas County, CO
Own a Highly Scalable Insurance Agency with Unprecedented Corporate Financial Backing Stop looking at low margin retail businesses and heavy inventory franchises. If you are an elite sales operator,...
CPA Firm Looking for Merger Partners, SLC, UT
Salt Lake City, UT
Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....
EBITDA: $10,000,000
Successful Farmers Insurance Agency for Sale
Murrieta, CA
Take advantage of a rare opportunity to acquire an established Farmers Insurance Agency in the highly desirable Murrieta market. This agency generates approximately $23,000 per month in service...
Cash Flow: $276,000
Established book of business with great growth potential
Meridian, ID
This well-established Farmers Insurance franchise, operating since 2011, presents an exceptional opportunity in Idaho's rapidly growing Treasure Valley market. With annual revenue of $181,000 and...
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Cash Flow: $120,000
Established Business Brokerage Territory
$91,000
Calloway County, KY
*RARE* in Scottsdale! Acquisition + 340% Bonus Potential + Commissions
Scottsdale, AZ
Build an Asset. Create Immediate Income. Scale for the Future. Opportunities like this are rare. This established Farmers Insurance agency offers the unique combination of immediate renewal revenue,...
Cash Flow: $100,000
Established Insurance Agency
Shasta County, CA
ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue...
Cash Flow: $155,651
Why Buy One Business When You Can Own the Firm That Sells Them All?
Oakland County, MI
If you have been deep in the search for the right business to buy, consider a pivot. You have likely discovered that strong cash-flowing businesses are rare, expensive, and often come with an SBA loan...
2
Cash Flow: $150,000
Highly Profitable San Diego County CPA Practice
Escondido, CA
Revenue Breakdown (7/1/2025 - 6/30/2026): • Individual & Fiduciary Returns: 607 returns at $961.94 average fee: $583,895 • Business Returns: 220 returns at $1,833.72 average fee: $403,419 • Benefit...
Cash Flow: $736,144
Quality CPA Practice for sale
Rockville Centre, NY
Established Long Island CPA practice available for acquisition due to owner retirement. The seller is committed to assisting the buyer for as long as needed to ensure a smooth transition and strong...
Small Business Consulting Firm & Partnership
State College, PA
Discover an Exciting Opportunity to Build Your Own Consulting & Advisory Business Imagine running a business that empowers small and mid-sized companies—the most overlooked yet promising segment in...
Cash Flow: $201,027
Enterprise Compliance Tax Platform Mission-Critical Scalable
Houston, TX
This confidential acquisition opportunity represents a highly specialized enterprise SaaS platform serving customers operating in heavily regulated industries. The software automates complex tax...
Cash Flow: $381,491
Mission-Critical Enterprise Platform 90%+ Recurring Revenue Low Churn
Tampa, FL
This is a rare opportunity to acquire a highly specialized enterprise platform serving customers operating in complex regulatory and compliance environments. The software is deeply embedded within...
Cash Flow: $397,748
Michael Touey
Franprise Advisors
Serving Philadelphia County, PA
I launched Franprise Advisors during my encore career with a passion for helping others and dedication to build successful entrepreneurs and enterprises through franchising and business brokerage services. Franprise Advisors is turning entrepreneurs’ dreams into reality. I uncomplicate the franchise-ownership and business-brokerage process to pave the way for clients' success!
Contact me
Accounting Practice - 34077
Kentucky
Small Business Accounting Practice serving small business owners and individuals with fair prices for tax and accounting services. Their clients are the firm’s best marketing resource. The firms file...
Cash Flow: $240,000
McDonough GA, Elite Allstate Agency for Sale!
Mcdonough, GA
Imagine walking into your own thriving Allstate agency in McDonough, Georgia - a community that's experiencing remarkable growth just south of Atlanta. This isn't just another insurance agency; it's...
Lucrative Consulting Business
$39,500
Norfolk County, MA
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...
Cash Flow: $512,000
Full-Service CPA Firm with Labor Union Niche!
New Jersey
This NJ based full-service certified public accounting and business advisory firm serves over 600+ active client relationships across individuals, labor unions, small businesses, trusts, estates, and...
Cash Flow: $533,435
Established Insurance Agency in Plainfield, Illinois
Plainfield, IL
Ready to be your own boss without starting from zero? This 14-year-old Farmers Insurance agency is the perfect "starter" book for a growth-minded entrepreneur. Benefit from a loyal client base and a...
Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA
California
The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...
EBITDA: $3,700,000
Own a Farmers Insurance Agency
Los Angeles, CA
Established. Profitable. Ready for Its Next Owner. Step into ownership of a legacy Farmers Insurance agency with over 15 years of proven success in one of the most desirable and opportunity-rich...
NEW! - Established Insurance Agency with instant renewal and bonuses!
Maple Grove, MN
$3.0M+ in annualized premiums with industry leading business coaching MOTIVATED SELLER(s)! • Over $3.0 in annualized premiums and $300k+ in Annual Revenue ($25,000+/Month!) ARE YOU A SERIAL...
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SBA Pre-Qual Marketing Agency | Financial Advisors | 98% Recurring Rev
Tampa, FL
WebsiteClosers® presents an SBA Pre-Qualified, Subscription-Based Digital Marketing Agency focused on Financial Advisory Services to help independent advisors build a predictable client acquisition...
Cash Flow: $874,343
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 | 409 |
| Asking Price | $550,000 |
| Reported Revenue | $480,000 |
| Reported Seller's Discretionary Earnings | $220,000 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $280,000 | $550,000 | $995,000 |
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 | $259,838 | $128,090 |
| Median | $480,000 | $220,000 |
| Upper Quartile | $924,000 | $373,601 |
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 | 1.04 | 1.96 |
| Median | 1.25 | 2.56 |
| Upper Quartile | 1.56 | 3.45 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $550,000, though prices range from under $280,000 to well over $995,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $480,000 and owners earn a median of $220,000, 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 1.04 to 1.56, with a median of 1.25. Earning multiples range from 1.96 to 3.45, with the median at 2.56. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.56 times its annual owner earnings.
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