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Financial Services Businesses For Sale

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High-Margin High-Growth Tax Firm Having Nailed the Target Market

Weber County, UT

The firm is a U.S.-based tax strategy, accounting, and advisory firm dedicated to helping high-income individuals and business owners optimize their tax outcomes. Unlike traditional compliance-focused...

$2,000,000

$2,000,000

EBITDA: $500,000

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Legal Document Prep & Tax Practice - 25+ Years, SBA Pre-Qualified

SBA LOAN ELIGIBLE

Colton, CA

Well-established legal document preparation, tax, and notary services firm serving the Inland Empire for over 25 years. This business has built a deeply loyal, repeat client base rooted in trust,...

$300,000

$300,000

Cash Flow: $87,846

SBA LOAN ELIGIBLE

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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...

$250,000

$250,000

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8.5 MM Allstate Agency for Sale - Houston Area

Friendswood, TX

The established Allstate Agency, founded in 2011 services $8million in Managed premium and generates around 1.5MM in gross commission revenue ( 2025 ). The book of business is primarily personal lines...

$1,849,000

$1,849,000

Seattle, WA. Allstate Agency Mercer Island. Elite!

Kenmore, WA

ESTABLISHED ALLSTATE INSURANCE AGENCY - ELITE DESIGNATION This turnkey Allstate insurance agency, established in October 2019, has achieved Elite Agency status while serving the affluent Mercer Island...

$875,000

$875,000

Highly Profitable Bookkeeping & Accounting Firm

Maricopa County, AZ

This Semi-Absentee Virtual accounting firm works with only small business clients performing book cleanup, bookkeeping, payroll, and some special project work. Tax services are offered as a complement...

$2,950,000

$2,950,000

Cash Flow: $709,000

Bristol, CT Allstate Agency for Sale!

Bristol, CT

Imagine walking into your own established Allstate agency, where you'll immediately inherit a loyal customer base that's been built over 14 successful years. This Bristol, Connecticut opportunity...

$800,000

$800,000

Highly Effective Local Credit Repair Business

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$129,000

$129,000

Cash Flow: $55,098

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...

2

$285,000

$285,000

Premium Allstate Agency for Sale – Prime Location & Loyal Client Base

San Jose, CA

Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...

$1,450,000

$1,450,000

Elite, Established Allstate Agency – $6.8M Premium in New Mexico

Rio Rancho, NM

Step into a legacy of excellence with this Elite-level Allstate agency boasting $6.8 million in earned premium. Situated in Rio Rancho, one of New Mexico's fastest-growing cities, this agency has been...

$1,350,000

$1,350,000

Thriving Manchester Allstate Agency Has It All!

Manchester, NH

Looking for a high-quality, established Allstate agency with loyal clients and strong fundamentals? You’ve found it. This long-standing agency in Manchester, New Hampshire manages a clean, profitable...

$800,000

$800,000

Insurance Lead Generation & Marketing Company for Sale

Los Angeles, CA

The Company is a performance-based marketing and lead-generation partner serving regulated insurance verticals, with a primary focus on Medicare and Final Expense. The business specializes in driving...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

$1,075,000 - Adams County, CO

$1,075,000

Adams County, CO

Well-Established, Mature Insurance Agency (35 Yrs) for Acquisition

Tigard, OR

Well-Established Insurance Agency - 35 Years of Excellence This mature Farmers Insurance agency presents an exceptional acquisition opportunity for qualified buyers seeking a turnkey operation with...

$225,000

$225,000

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

$95,000

Cash Flow: $55,839

Scott Kranz

First Choice Business Brokers

Serving Polk County, IA

First Choice Business Brokers is one of the largest business sales organizations and has reached over $8 billion dollars of business transactions. We are the premier business brokerage in the industry for buyers and sellers. We list businesses on several national websites as well as micro sites, and work diligently to secure the most value for a business.

Contact Me >

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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

$172,500

Cash Flow: $91,489

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

$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

$325,000

Cash Flow: $98,200

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

$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

$170,000

Cash Flow: $100,000

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

$70,000

Cash Flow: $65,000

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

$1,200,000

$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

$2,000,006

Cash Flow: $514,100

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

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

$349,999

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

$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

$250,000

Profitable, Long Established CPA Practice

Calvert County, MD

This profitable, well-known CPA practice has been a trusted fixture in Calvert County and Southern Maryland for over 20 years, serving generations of loyal clients through a highly referral-driven...

$180,000

$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

$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...

$150,000

$150,000

Cash Flow: $422,560

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

$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

$385,000

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

$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

$1,800,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

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

$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

$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

$1,500,000

Cash Flow: $800,000

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

$1,500,000

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

$450,000

Cash Flow: $60,000

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

$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

$80,000

Cash Flow: $71,919

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

$134,995

Cash Flow: $32,710

Randy Katz

Synesis Advisors

Serving San Francisco County, CA

From our initial discussion about a potential sale until after you have handed over your operation, Synesis Advisors is there. This includes helping you understand what your business is worth and potential deal structures, assembling offering memorandums, implementing go-to-market strategies, pre-screening potential buyers, negotiating deal terms, project managing the many parties associated with a transaction, and planning an orderly business transition. We are multi-disciplinary experts so that you don’t have to be.

Contact Me >

Contact me
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

$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

$800,000

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

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

$299,000

Cash Flow: $120,000

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

$1,250,000

Cash Flow: $300,000

NEW PRICE! 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,...

$850,000

$850,000

Insurance -Multi Locations For Sale

REAL ESTATE INCLUDED

San Antonio, TX

Established: 2013 Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees:...

$2,820,000

$2,820,000

REAL ESTATE INCLUDED

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

$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...

$75,000

$75,000

Cash Flow: $80,722

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 January 2026, the Practice proudly...

$2,000,000

$2,000,000

Cash Flow: $685,661

Buy or Sell a Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed321
Median Asking Price$460,000
Median Reported Revenue$419,641
Median Reported Seller's Discretionary Earnings$196,188
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$460,000$910,000

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$230,094$117,500
Median$419,641$196,188
Upper Quartile$856,488$350,000

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 Quartile0.991.88
Median1.232.50
Upper Quartile1.673.29
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $460,000, though prices range from under $250,000 to well over $910,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $419,641 and owners earn a median of $196,188, 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 0.99 to 1.67, with a median of 1.23. Earning multiples range from 1.88 to 3.29, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.23 times its annual revenue, and 2.50 times its annual owner earnings.

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