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Financial Services Established Businesses For Sale

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$1.1M Rev. Retirement planning firm in New Jersey

Burlington County, NJ

This New Jersey-based financial services firm, founded in 2017, operates as a fiduciary-centered retirement planning practice specializing in sophisticated, tax-efficient income strategies for a...

Not Disclosed

EBITDA: $1,140,000

Not Disclosed

EBITDA: $1,140,000

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Exclusive Business Brokerage Territory with Active Listings

Lancaster County, NE

Established in 2016, this well-positioned business brokerage serves a large, exclusive territory in Lancaster County, Nebraska, spanning 12 counties and approximately 20,000 businesses. The operation...

$110,000

$110,000

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...

$714,000

$714,000

WA Established Insurance Agency for Sale – Allstate Opportunity

Spokane 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

Established Insurance Agency for Sale – Allstate Opportunity

Oregon

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

Lucrative Consulting Business

Broward County, FL

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$55,000

$55,000

Lucrative Consulting Business

Hudson County, NJ

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$55,000

Cash Flow: $160,456

$55,000

Cash Flow: $160,456

Profitable Tax Business In Albany NY

Albany, NY

This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....

$250,000

Cash Flow: $100,000

$250,000

Cash Flow: $100,000

Established Business Brokerage – Prime Nashville Market

Nashville, TN

Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...

$67,500

$67,500

Turnkey Business Brokerage Opportunity

Oklahoma County, OK

This opportunity represents an established business brokerage operating under a proven, system-driven model supported by national resources and ongoing franchisor support. The business provides...

$90,000

$90,000

Established Business Brokerage - Strategic Georgia Market

Muscogee County, GA

This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...

$60,000

$60,000

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

Adams County, CO

Opportunity Is Knocking – Step Into a Thriving Insurance Agency! This well-respected agency has built a legacy of excellence and trust, providing a full suite of Personal, Commercial, and Life...

$1,075,000

Cash Flow: $373,210

$1,075,000

Cash Flow: $373,210

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

Houmehr "Mike" Panoussi

Liberty Business Advisors

Serving Los Angeles County, CA

At Liberty Business Advisors we provide expert advisory and brokerage services to business owners and buyers both domestically and internationally. With offices conveniently located throughout California we have successfully represented over 2,000 business owners and completed more than $1.5 Billion of sales transactions since our founding in 2003. Our vast experience enables us to provide invaluable information and insight to business owners, buyers and investors while assisting them with every aspect of selling or buying a business or Income Property. If you are contemplating selling or buying a business, we will help you make it happen. Liberty Business Advisors is a multi-cultural company with 15 different languages spoken among our team of Brokers and Associates. Most importantly, we all speak one common language, the language of business. Our company philosophy at Liberty Business Advisors is to always place the needs of our clients first. We not only emphasize honesty and integrity in all our dealings, we make them absolutely imperative.

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Established Business Brokerage Business

Pierce County, WA

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system. The business offers professional services to...

$69,500

$69,500

Farmers Agency For Sale

Solano County, CA

Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...

$95,000

9

$95,000

Farmers Insurance Agency for Sale

Albuquerque, NM

Established Farmers Insurance Agency for Sale in Albuquerque, NM This well-positioned insurance franchise presents an exceptional opportunity for an aspiring agent or industry professional seeking...

Not Disclosed

Cash Flow: $91,064

Not Disclosed

Cash Flow: $91,064

Lucrative Consulting Business

Norfolk County, MA

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$75,000

$75,000

Farmers Insurance Agency for Sale $2.5 Million in Premium

Saint Louis, MO

TRANSFORM YOUR ENTREPRENEURIAL FUTURE with this thriving Farmers Insurance Agency generating $2.5 million in premium volume and delivering $130,000+ in annual net revenue. You'll immediately step into...

Not Disclosed

Cash Flow: $130,000

Not Disclosed

Cash Flow: $130,000

Economic & Community Development Consulting Firm

A rare opportunity to acquire a nationally operating economic and community development consulting firm known for its fully integrated, end-to-end service model. Unlike traditional firms that...

Not Disclosed

Cash Flow: $611,469

Not Disclosed

Cash Flow: $611,469

Established Business Brokerage - Rare Opportunity!

Kings County, NY

Step into a thriving, turnkey business brokerage backed by a nationally recognized brand with 40+ years of industry leadership. Located in one of New York’s most vibrant and diverse markets, this...

$76,000

$76,000

Lucrative Consulting Business

Mohave County, AZ

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$55,000

$55,000

Established Business Brokerage Territory

Belmont County, OH

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system. The business offers professional services to...

$71,500

$71,500

Established Business Brokerage Territory

Calloway County, KY

This is an opportunity to acquire an established business brokerage and advisory territory operating under a nationally recognized franchise system in Calloway County, Kentucky. The business offers...

$91,000

$91,000

Established Farmers Insurance Agency for Sale

Placer County, CA

Farmers Insurance Agency for sale in the Sacramento/Placer county area. Well established agency with great retention. Agency owner is retiring and willing to carry a partial note on the book of...

$144,000

$144,000

PRIME Farmers insurance Agency

Monterey County, CA

PRIME Farmers Insurance Agency - Profitable Opportunity in Monterey County This established Farmers Insurance franchise presents an exceptional opportunity for an ambitious entrepreneur seeking a...

$427,956

Cash Flow: $252,000

2

$427,956

Cash Flow: $252,000

Multi-Revenue Stream Business Brokerage

Lafayette County, LA

Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...

$67,500

$67,500

Turnkey Business Brokerage Opportunity

Rankin County, MS

Step into ownership of a turnkey business brokerage franchise backed by over 40 years of national brand recognition and success. Now available in the growing and opportunity-rich Jackson, MS market,...

$84,999

$84,999

Established Turnkey AI Document Preparation – High-Margin & Expansion

Riverside County, CA

This is a turnkey, AI-powered real estate business that helps with residential disputes. Customers pay a fee to use a custom system that guides them step-by-step based on their situation. The software...

$24,995

$24,995

Established Business Brokerage Franchise

Hamilton County, TN

Opportunity to acquire an established business brokerage franchise territory in Hamilton County backed by the largest and most recognized brand in business sales and acquisitions. Operating within a...

$69,500

$69,500

Insurance Agency (Remote/Nationwide) – Agency-In-Box

Collin County, TX

Business Description Appointed Now™ is a structured insurance agency ownership platform designed for licensed agents — and serious newcomers — who want to build their own agency with real market...

$500,000

Cash Flow: $275,000

$500,000

Cash Flow: $275,000

Business Brokerage Firm (Remote Operations) in Business for 20yrs

Palm Beach County, FL

Business Acquisitions, Mergers & Sales Brokerage with a specialized niche for over 20yrs. Incredible team and systems in place, bringing buyers and sellers together closing over 25-30 deals every...

$5,000,000

EBITDA: $1,037,919

$5,000,000

EBITDA: $1,037,919

Income Tax Business for Sale – Strong Client Base & Steady Cash Flow

Houston, TX

Established CPA Firm with Exceptional Profitability and Growth Potential This highly profitable accounting and tax practice, established in 2000, presents an outstanding opportunity for an experienced...

$450,000

Cash Flow: $280,000

$450,000

Cash Flow: $280,000

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

New York, NY

? VERIFIED PROFITS — 100% REAL NUMBERS The photo you see? That’s the actual Manhattan outdoor location — netting $2,000+ every single month, fully verified by processor reports. This isn’t a “maybe.”...

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

Large Allstate Insurance Agency Now Available In Houston, TX

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...

$4,000,000

Cash Flow: $1,072,911

$4,000,000

Cash Flow: $1,072,911

$1.1M EBITDA In-House Financing Auto Dealership

Minnesota

The Company operates four locations in the Midwest and has built a strong reputation over 30+ years in the buy-here-pay-here segment. Its competitive in-house financing terms and transparent,...

Not Disclosed

EBITDA: $1,100,000

Not Disclosed

EBITDA: $1,100,000

Rare Opportunity: 20-Year Track Record ATM Portfolio Available

Mobile County, AL

After two decades of operation, one of the industry's most respected ATM operators is ready to transition their Mobile, Alabama portfolio. This isn't a startup venture or speculative opportunity –...

$1,700,000

Cash Flow: $350,000

$1,700,000

Cash Flow: $350,000

57 Year-Old Land Development and Finance Company

Georgia

This rural land development company is a profitable, debt-free land development and owner-financing company serving Georgia, South Carolina, and Tennessee since 1969. This turnkey operation...

$13,500,000

Cash Flow: $2,000,000

$13,500,000

Cash Flow: $2,000,000

275-Unit ATM Route With Contract-Controlled Cash Flow.

New Orleans, LA

This established ATM business manages approximately 275 ATMs across multiple locations and generates just under $400,000 in projected annual net income on $500,000 in gross revenue. The route includes...

$1,400,000

Cash Flow: $500,000

$1,400,000

Cash Flow: $500,000

Bart D. Natoli

ReMax Properties Plus

Serving Essex County, NJ

Licensed in 1987, Bart Natoli has been an effective Realtor in all areas of real estate. Specializing in commercial real estate, specifically in restaurant sale transactions. Bart has become well known in New Jersey as a top professional that can get the job done. Having grown up in the restaurant business, Bart understands every aspect of owning and operating a restaurant which allows for a full understanding of our clients’ needs.

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Turnkey Farmers Insurance Agency For Sale

Las Vegas, NV

This profitable, well-established Farmers Insurance agency offers immediate cash flow with significant upside potential. The business includes a solid in-force book generating residual commissions,...

$90,000

$90,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

Tampa, FL

Established ACA Health Insurance Agency - 800 Active Clients Generating $240,000 Annual Revenue This turnkey ACA health insurance book of business represents an exceptional opportunity to acquire...

$192,000

Cash Flow: $220,000

$192,000

Cash Flow: $220,000

Credit Card processing portfolio for sale. Easy to run

Los Angeles, CA

NO FINANCING! CASH SALE ONLY ! Amazing Credit Card processing portfolio for sale in los angeles. includes about 21 accounts. you can definity expand the business. Current income is about $13,000 per...

$328,000

Cash Flow: $13,000

$328,000

Cash Flow: $13,000

Priced to Sell Fast - B2B Franchise With Transferrable Territories

Durham, NC

This is a rare chance to acquire a Schooley Mitchell franchise at a significantly reduced investment level. Schooley Mitchell is North America’s largest cost reduction consulting firm, helping...

$50,000

$50,000

Exclusive Collateral Lending 120%-240% Annual Yield -Exclusive License

REAL ESTATE INCLUDED

St. Louis County, MO

“ Exclusive Opportunity Asking Price: $1,250,000. Inventory: Included-Inventory will be adjusted at time of closing Active Loans: Active loan amount will be adjusted at closing Location: St. Louis...

$1,250,000

$1,250,000

REAL ESTATE INCLUDED

Licensed Captive Insurance Company for Sale

Phoenix, AZ

Business Overview For sale: a fully operational captive insurance company — Bespoke Insurance Groups, located in Phoenix, Arizona (202 E Earll Dr., Ste 360, Phoenix, AZ 85012). This business...

$300,000

$300,000

Great ATM Route - SW Washington - SALE PENDING

Vancouver, WA

Southwest Washington Route in Vancouver, Longview, Kelso, and Iwalco with an average monthly mixed profit of over $11.000 as of 2025. The route includes 11 owned and loaded ATM's, which are owned by...

$375,000

Cash Flow: $132,000

3

$375,000

Cash Flow: $132,000

Independent Insurance Agency

Polk County, IA

This is an established independent insurance agency with a diversified book across commercial and personal lines. Revenue is largely recurring, supported by long-term client relationships and strong...

$4,200,000

$4,200,000

Cash Flow: $522,232

Merchant Processing / Service Provider for Sale

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

$4,050,000

Cash Flow: $412,800

Worker’s Comp Insurance Carrier

Miles City, MT

The Company is a long-standing Workers’ Compensation Insurance Carrier with a demonstrated history of disciplined underwriting, strong policyholder retention, and consistent claims performance....

$20,000,000

$20,000,000

Cash Flow: $94,580

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

Buy or Sell a Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed318
Median Asking Price$485,000
Median Reported Revenue$420,046
Median Reported Seller's Discretionary Earnings$197,588
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$485,000$972,500

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$230,140$119,159
Median$420,046$197,588
Upper Quartile$854,732$356,260

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
Median1.252.50
Upper Quartile1.673.28
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 $485,000, though prices range from under $250,000 to well over $972,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $420,046 and owners earn a median of $197,588, 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 1.25. Earning multiples range from 1.88 to 3.28, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.50 times its annual owner earnings.

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