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...
Financial Services Businesses For Sale
Industry Info
Quality CPA Practice for sale
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
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...
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...
2
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
Independent Insurance Adjusting Company
Hamilton County, OH
This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $495K with a strong cash flow of $181K. The owner is retiring, offering a unique...
Cash Flow: $174,486
Established Business Brokerage Business
$69,500
Pierce County, WA
Well-Established South Bay Mercury & P&C Book
Torrance, CA
This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing...
Cash Flow: $486,423
Est. CPA & Accounting Practice Lender Pre-Approved
Palm Beach County, FL
Established CPA & Accounting Practice for Sale – Northern Palm Beach County Well-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach...
Cash Flow: $468,837
Pam Vincent
Transworld Business Advisors, North DFW
Serving Dallas County, TX
Transworld Business Advisors is a worldwide business brokerage firm that also provides services in: Mergers and Acquisitions, Franchising, and Franchise Consulting. The primary focus of our firm is connecting business owners and entrepreneurs with the right business opportunity. Our firm specializes in the small to middle market sector with expertise in managing transactions up to $50 million. We honor the opportunity to serve our clients through all phases of the process, including: consultation, valuation, due diligence, structuring the sale, financing, negotiation, and marketing. Throughout the process we strive to maintain confidentiality for all parties
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Own a Farmers Insurance Agency in Prime Los Angeles County
Los Angeles County, CA
Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...
*2 Bay Area Farmers Ins Businesses For Sale- $6M Premium Portfolio!*
Marin County, CA
Rare opportunity to acquire one or both established Farmers Insurance agencies in two of California's strongest markets: Mill Valley and San Jose. These turnkey agencies offer immediate revenue,...
Cash Flow: $290,000
Established Central Texas Insurance Agency | Turnkey Farmers Agency
Leander, TX
Turnkey Farmers Insurance Agency | Prime Central Texas Location Don't miss the opportunity to acquire a well-established, turnkey Farmers Insurance agency in one of the fastest-growing regions in...
5
Accounting & Tax Firm for Sale - Flagstaff, Arizona
Flagstaff, AZ
Come enjoy cooler temperatures, a slower pace and and a great practice in Flagstaff, Arizona. This firm should do $900,000 in recurring revenue this year and we are asking a 1x multiple on revenue....
Cash Flow: $245,000
Allstate Agency in San Antonio, TX
Universal City, TX
ALLSTATE ELITE AGENCY - UNIVERSAL CITY, TX Established Allstate insurance agency strategically located in Universal City, Texas, positioned in one of the state's fastest-growing markets outside San...
Turn-Key Insurance Agency in Pleasanton, California
Pleasanton, CA
Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...
Central Indiana - Own the Exclusive ATAX Area Developer Franchise
Carmel, IN
This is an outstanding opportunity for an entrepreneur to acquire a respected, well-established business with an existing customer base, proven revenue, and significant growth potential. It is...
4
Cash Flow: $13,265
North Phoenix Insurance Agency | $1.4M Premium Book + Bonus
Phoenix, AZ
NORTH PHOENIX INSURANCE AGENCY - ESTABLISHED FARMERS FRANCHISE Rare opportunity to acquire an established insurance agency with immediate cash flow and growth potential in one of Arizona's...
Lucrative Consulting Business
$55,000
Flagstaff, AZ
Independent Insurance Agency with Recurring Revenue
Texas
Established independent insurance agency serving the Dallas–Fort Worth market with a strong reputation for personalized service and recurring commission revenue of approximately $750K per annum. The...
Cash Flow: $442,700
Established Franchise Auto Insurance agency located in NE Dade
Miami, FL
Established Franchise Auto Insurance agency located in NE Dade. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including Std/Non Std auto, home,...
Cash Flow: $115,315
NEW PRICE! Allstate Agency in Copperas Cove, TX
Copperas Cove, TX
Fantastic older $2.78M Allstate agency of 35 years with many 20-year plus customers makes for great cross-selling opportunities. This book of business has been community groomed and has a loyal...
Cash Flow: $230,000
Established Farmers Insurance Agency-Houston
Houston, TX
Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a Farmers Insurance Agency...
Consulting, Bookkeeping and Accounting Firm
St. Charles, IL
Consulting firm that focuses on serving small and mid size clients with Revenue between $2.0 mil and $40 mil in sales. Serving about 15 clients with top clients accounting for bulk of the revenue....
Cash Flow: $185,000
Established Farmers Agency in El Cajon | Spanish-Speaking Client
El Cajon, CA
Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...
Leading Cost Reduction Consulting Franchise
Utah County, UT
This preeminent consulting franchise is dedicated to partnering with business owners to identify and implement substantial expense reduction strategies across a broad spectrum of operational areas. As...
$1.9mil premium Lewiston agency with enhanced bonus
Lewiston, ID
Established Insurance Agency - Downtown Lewiston Opportunity This turnkey insurance franchise presents an exceptional opportunity to acquire a profitable agency with over 30 years of operational...
Cash Flow: $132,000
Self Service POS System Platform for Sale
Broward County, FL
This offering represents the acquisition of a proprietary self-service kiosk Point-of-Sale (POS) software platform and related intellectual property. This is not a traditional business sale based upon...
Own One of America's Best Small Business Opportunities
Leander, TX
Why This Agency Stands Out Established Farmers Insurance agency with an existing book of business Asking Price: $350,000 Strong recurring renewal revenue Loyal client base with long-standing...
Cash Flow: $500,000
Established Business Brokerage Territory
$71,500
Belmont County, OH
Established Niche Accounting & Financial Services Firm
Beaufort County, SC
***Please note before inquiring: this business can be (and is currently) operated from a home office, but the owner wants to keep it in the current region, so this is only open to buyers in the...
Cash Flow: $84,000
Rural Accounting Firm and Building
REAL ESTATE INCLUDED
Blaine County, OK
70 miles from Oklahoma City, Well-established CPA practice serving farmers, individuals and small businesses throughout western Oklahoma with a full suite of professional services, including tax...
Cash Flow: $110,000
Confidential Property Inventory & Documentation Services
Middlesex County, MA
A trusted provider of confidential property inventory and documentation services, specializing in comprehensive asset inventories for homeowners and businesses throughout New England. The company...
Cash Flow: $288,538
Allstate Agency in SE Louisiana
Louisiana
Exceptional opportunity to acquire a well-established $15.2M Allstate Exclusive Agency with two locations serving their communities for more than 30 years! The agency features a loyal, long-tenured...
Own a Profitable Check Cashing Business for $125k Down
Suffolk County, NY
A rare opportunity to step into a proven, cash-flowing business without needing to come in all cash. The seller is motivated and willing to finance the balance, making this one of the most accessible...
Cash Flow: $51,454
Over 20 years of success
Tesuque, NM
One of Santa Fe’s Most Established Dining Destinations A rare opportunity to acquire one of Santa Fe’s most respected operated restaurants, celebrated for its authentic cuisine, warm hospitality, and...
4
Cash Flow: $395,000
High-Retention $2.8M Allstate Agency in Sought-After Stroudsburg, PA!
Stroudsburg, PA
AGENCY HIGHLIGHTS • Annual Premium: $2,800,000 • Retention Rate: ~88% • Policies in Force (PIF): 1,300+ • Allstate “Pro” Achievement Level Agency • Current Owner is Committed to a Seamless Transition...
Premier 22-Year Tax & Accounting Firm | Two Offices |Consistent Growth
Lakeland, FL
For more than 22 years, this premier tax practice has built an outstanding reputation for professionalism, exceptional client service, and consistent year-over-year growth. Operating from two...
Cash Flow: $552,000
Logan Davis
Summit M&A
Serving Johnson County, KS
At Summit M&A, we believe every business represents years of hard work, sacrifice, and dedication. Selling or acquiring a business is one of the most important financial decisions an owner will ever make, and we take that responsibility seriously. Our mission is simple: provide honest, ethical, and diligent representation while guiding buyers and sellers through every stage of the transaction process with professionalism and transparency. We focus on lower middle-market and closely held businesses, helping owners maximize value while ensuring buyers find quality opportunities that fit their goals. Rather than chasing transactions, we build relationships based on trust, integrity, and straightforward communication. Whether you're preparing to sell a business you've spent decades building or searching for your next acquisition, Summit M&A is committed to delivering thoughtful advice, thorough due diligence, and exceptional service from the first conversation through closing. We believe the best deals are built on fairness, honesty, and long-term relationships—not pressure or promises that can't be kept. Our Core Values Integrity in every interaction Honest, transparent communication Hard work and attention to detail Confidentiality and professionalism A commitment to creating win-win outcomes for buyers and sellers At Summit M&A, your success is our reputation.
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Confidential Regulated Insurance Distribution Platform
Los Angeles, CA
A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume. This is not a...
Cash Flow: $3,000,000
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...
Established Business Brokerage Territory
$91,000
Calloway County, KY
Established Farmers Insurance Agency- PENDING
Mckinney, TX
Established Farmers Insurance Agency - Turnkey Operation in Prime McKinney Location -------------PENDING------------- This premier Farmers Insurance agency represents an exceptional opportunity to...
Profitable CPA Firm Looking for Strategic Buyer
New Mexico
INDIVIDUAL BUYERS NEED NOT INQUIRE. Established 40 years ago, this highly respected CPA firm has built a strong reputation for delivering tax, accounting, bookkeeping, audit, and advisory services to...
Cash Flow: $787,786
RAPID GROWTH CPA - wants another CPA 25% - 49%
Cupertino, CA
PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...
Cash Flow: $225,000
Allstate Agency for Sale in Poulsbo WA!
Poulsbo, WA
Imagine walking into your own established Allstate agency in beautiful Poulsbo, Washington – where 40 years of brand presence and 25 years of proven leadership have built something truly special....
Semi-Absentee Check Cashing Business for Sale
Fort Lauderdale, FL
Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood...
Cash Flow: $98,878
Cash-flowing $14Million P&C Agency + Commercial Book + Financial Book
Boulder County, CO
This is an opportunity to acquire a large, established Allstate agency with $14.5 million in written premium and over $1.7 million in annual revenue. The value here is not just the current income. It...
4
Cash Flow: $743,292
Watkinsville Georgia, Allstate for Sale!
Watkinsville, GA
Turnkey Allstate Insurance Agency for Sale in Watkinsville, Georgia Established in August 2023, this high-performing Allstate agency represents an exceptional acquisition opportunity in the desirable...
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 | 404 |
| Asking Price | $533,125 |
| Reported Revenue | $471,000 |
| Reported Seller's Discretionary Earnings | $209,536 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $275,000 | $533,125 | $988,500 |
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 | $255,519 | $126,315 |
| Median | $471,000 | $209,536 |
| Upper Quartile | $912,000 | $369,703 |
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 | 1.05 | 1.97 |
| Median | 1.25 | 2.56 |
| Upper Quartile | 1.55 | 3.46 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $533,125, though prices range from under $275,000 to well over $988,500.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $471,000 and owners earn a median of $209,536, 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 1.05 to 1.55, with a median of 1.25. Earning multiples range from 1.97 to 3.46, 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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