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Financial Services Established Businesses For Sale

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Own a Business Brokerage in Kansas City

Kansas City, KS

Own a business brokerage and consulting business in Kansas City under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....

$98,000

$98,000

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High-Income Business Brokerage

San Leandro, CA

Own a business brokerage and consulting business in San Leandro under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....

$98,000

$98,000

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Business Brokerage & Consulting Business

Thousand Oaks, CA

Own a business brokerage and consulting business in Thousand Oaks under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry...

$98,000

$98,000

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Premier Business Brokerage Opportunity

Los Angeles County, CA

Own a business brokerage and consulting business in Los Angeles under the world's leading business brokerage brand — with over 250 offices in 18 countries and more than 40 years of industry expertise....

$98,000

$98,000

Established B2B Advisory and Professional Services Firm for Sale

Los Angeles, CA

The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

Own an Oregon Business Acquisition Company | Business Flipping

Portland, OR

Low Overhead | High Ticket Fee Model | Massive Potential Client Base Think of it as the business version of real estate investing. Instead of houses, this company focuses on privately owned...

$24,900

$24,900

Cash Flow: $73,000

Absentee Owner Staffing Agency

Las Vegas, NV

25 years in business Absentee owned business with general manager in place. $51,996 net to owner Priced at only $105,000 Excellent growth prospects Easy to operate Established franchise that offers a...

$105,000

$105,000

Cash Flow: $51,996

Profitable Tax&Bookkeeping Firm $171K Revenue|Low Overhead| Negotiabl

Kissimmee, FL

Turnkey tax and bookkeeping business with a growing client base, strong cash flow, and extremely low operating costs. Established in 2023, this company has already generated impressive traction with...

$250,000

$250,000

Cash Flow: $117,000

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 Riverside, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

A Proven, High Margin Insurance Franchise Agency in South Florida

Broward County, FL

For sale is a well established franchise insurance agency that has served its South Florida community for more than 16 years from the very same prime, high traffic plaza. Known for its strong ties to...

Not Disclosed

Not Disclosed

Cash Flow: $196,502

Established Insurance Book of Business | $225K Est. 2025 Income | FL

Palm Coast, FL

Established Insurance Book of Business | $225k estimated income | Palm Coast, FL Asking Price: $299,999 Business Overview -Exceptional opportunity to acquire an established insurance book of business...

$299,999

$299,999

Farmers Insurance Agency

Westminster, CO

Well-Established Farmers Insurance Agency. Here's an exceptional opportunity to acquire a successful, owner-operated Farmers Insurance agency located in the Westminster area. Built on trust,...

6

$240,000

$240,000

Prime Opportunity to own an Allstate agency with multi-state footprint

South Carolina

***PRICE ADJUSTMENT*** NOW: $1,290,000 Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your...

$1,290,000

$1,290,000

Profitable Farmers Insurance Agency with High Growth Potential

$650,000 - Kansas City, MO

$650,000

Kansas City, MO

Franchise Tax Preparation with Accounting Services

Temecula, CA

Turnkey Tax Franchise in Temecula – Proven Profitability Opportunity Overview: Take ownership of a thriving, highly profitable tax preparation franchise located in the heart of Temecula, CA. With a...

$180,000

$180,000

Cash Flow: $70,000

Gain instant scale in the insurance agency industry

Harris County, TX

Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...

$2,500,000

$2,500,000

Cash Flow: $625,000

Mary Keller Wynn

The Wynn Group

Serving Kitsap County, WA

The Wynn Group is the leading business broker in Western Washington. Recognized in 2023 on the the annual listing of 10 companies that are at the forefront of providing Business Brokerage Solutions and impacting the marketplace(https://www.businessmanagementreview.com/the-wynn-group) by business management review. It is an honor to be recognized as a company making a difference. We take pride in what we do and how we get to the end result. It is important that the client feels like it was a total win for them when they close the transaction, whether they were the seller or buyer. The buyer coming in might have the same dreams that a seller moving on has had and that is what helps to create this unique bond.

Contact Me >

Contact me
Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

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

$1,000,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

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....

$500,000

$500,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

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....

$750,000

$750,000

Farmers Insurance Agency

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...

$420,000

$420,000

Great Revenue & Net Income That Cash-Flows Every Month

Travis County, TX

Established Farmers Insurance Agency in Travis County, TX, generating $6.7 million in annual premiums with exceptional cash flow of $560,000. This turn-key operation offers a rare opportunity to...

2

$780,000

$780,000

Cash Flow: $560,000

$1.5M Insurance Agency | Greater Greenville, SC | P&C Business

Greenville County, SC

Lean independent insurance agency in Greater Greenville with an approximately $1.5M P&C book generating ~$150K in annual revenue. The portfolio is heavily focused on personal lines, with 85% auto and...

$250,000

$250,000

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...

Not Disclosed

Not Disclosed

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...

$199,000

$199,000

Cash Flow: $125,346

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

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...

4

$135,000

$135,000

Check Cashing Store

Richmond, VA

This is a rare opportunity to purchase a long established financial services business, with the flexibility to either lease or purchase the commercial building it operates from. For more than 40...

$395,000

$395,000

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...

$708,000

$708,000

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...

$260,000

$260,000

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...

$180,000

$180,000

Cash Flow: $75,000

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...

$3,300,000

$3,300,000

Cash Flow: $1,177,588

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...

$50,000

$50,000

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...

$175,000

$175,000

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...

$650,000

$650,000

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...

$750,000

$750,000

Cash Flow: $302,409

Public-Sector Accounting Practice w/ Long-Term Subcontracting Revenue

$305,000 - Dallas County, TX

$305,000

Dallas County, TX

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...

$298,000

$298,000

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...

$189,000

$189,000

Established Burlington Vermont Insurance Agency For Sale

South Burlington, VT

PRICE REVISED TO $1.6M FIRM - Turnkey Allstate Agency with exceptional foundational metrics in a market with high growth potential. 2025 gross revenue 930k $8.66M written and advanced premium -...

$1,600,000

$1,600,000

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...

$225,000

$225,000

Cash Flow: $57,040

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,...

$650,000

$650,000

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...

2

$600,000

$600,000

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,...

$2,385,000

$2,385,000

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...

$250,000

$250,000

Bob Murphy

Murphy Business & Property Solutions

Serving New Haven County, CT

Trust, Integrity, Service

Contact Me >

Contact me
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...

$350,000

$350,000

Cash Flow: $125,000

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....

Not Disclosed

Not Disclosed

EBITDA: $10,000,000

Independent Insurance Agency

$4,200,000 - Iowa

$4,200,000

Iowa

Scott Hislop

Transworld Business Advisors NorthStar

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...

6

$250,000

$250,000

Cash Flow: $95,000

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...

$325,000

$325,000

Cash Flow: $155,651

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...

$1,800,000

$1,800,000

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...

$700,000

$700,000

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...

$25,000

$25,000

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...

Not Disclosed

Not Disclosed

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...

Not Disclosed

Not Disclosed

Cash Flow: $397,748

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 Analyzed402
Asking Price$550,000
Reported Revenue$485,000
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 QuartileMedianUpper Quartile
$290,000$550,000$1,000,000

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$260,000$132,414
Median$485,000$220,000
Upper Quartile$931,442$380,393

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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.071.99
Median1.252.57
Upper Quartile1.553.45

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 $290,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $485,000 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 1.07 to 1.55, with a median of 1.25. Earning multiples range from 1.99 to 3.45, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.

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