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Financial Services Established Businesses For Sale

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High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

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Established Tax Preparation Franchise – 15+ Year Local Presence

Providence County, RI

Well-established tax preparation franchise serving the Rhode Island market for approximately 15 years. Backed by a nationally recognized brand, the business provides personal tax preparation, business...

$125,000

$125,000

Cash Flow: $63,781

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Thriving $12M Premium Farmers Insurance Agency for Sale — Redding, CA

Redding, CA

Stand-Alone Building with Lease or Purchase Option! Looking for a business opportunity that combines proven profitability, brand power, and outstanding growth potential? This is it. This $12,000,000...

$2,520,000

$2,520,000

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Farmers Insurance Agency - For Sale

Reno, NV

An outstanding opportunity to acquire a well-established Farmers Insurance agency in Reno, complete with an existing client base and immediate revenue stream—offering significant upside potential. The...

$115,000

$115,000

A Proven Property and Casualty Insurance Agency in Heart of New York

Queens, NY

HS Listing ID-70196 Financial Overview • Total Revenue: ~$312,500 • Commission Revenue: ~$282,500 • Agency Bill & Broker Fees: ~$30,000 • Written Premium: ~$2.64M • 1,400+ active policies • Personal...

$850,000

$850,000

SE Ohio Accounting and Tax Practice established 30+ years

Ohio

This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet...

$275,000

$275,000

Cash Flow: $91,000

Established, Profitable, Independent Insurance Agency for Sale

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000

$1,150,000

Cash Flow: $373,630

Top Elite Allstate Agency For Sale- UNDER CONTRACT WITH LOI

Dallas County, TX

Top Elite Allstate Agency For Sale - Exceptional Growth Opportunity This established $11,000,000 premium Allstate insurance agency represents a premier opportunity to acquire a top-producing franchise...

$3,650,000

$3,650,000

Tax & Accounting Firm For Sale (Kansas City, MO metro area)

Jackson County, MO

The seller of this long-standing Kansas City. Missouri Accounting firm is approaching retirement and seeking a qualified buyer to take over the practice. For over 30 years, this Accountant has...

$228,000

$228,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

Independent Insurance Agency – High-Growth Florida Market

Sarasota County, FL

Established Insurance Agency with Recurring Revenue in High-Growth Florida Market An exceptional opportunity to acquire a profitable GreatFlorida Insurance Agency located in the highly desirable...

3

$660,000

$660,000

Cash Flow: $106,700

Ultra Low-Cost Entry: profitable insurance agency (relocatable)

Grangeville, ID

Established Insurance Agency - Ultra Low-Cost Entry Opportunity This profitable insurance agency presents an exceptional entry opportunity into the insurance industry at an ultra-low asking price of...

$10,000

$10,000

Cash Flow: $56,000

Exclusive Business Brokerage Territory with Active Listings

$110,000 - Lancaster County, NE

$110,000

Lancaster County, NE

Judah Dishington

United Franchise Group

Large Billings insurance agency - proven book of business

Billings, MT

Established Insurance Agency - Billings, Montana This thriving Farmers Insurance franchise presents an exceptional opportunity in Montana's largest and fastest-growing metropolitan area. Operating...

$275,000

$275,000

Cash Flow: $110,000

Independent P/C insurance agency for sale in Upstate New York

New York

Independent property-casualty insurance agency for sale in Upstate New York. Highly profitable. Long operating history. Turnkey. Upside growth potential is MASSIVE. 54% adjusted EBITDA margin. 49%...

3

$14,479,000

$14,479,000

EBITDA: $1,803,043

Frank CBI, ABI, CMSBB, CBC, CM&AP

Murphy Business & Financial Services LLC

Serving Virginia Beach County, VA

Murphy Business is one of the largest and most successful business brokers in North America with offices conveniently located throughout the United States and Canada. The Hampton Roads, Virginia (VA) office provides beneficial connections in: Virginia Beach, Norfolk, Chesapeake, Newport News, Hampton, Portsmouth, Suffolk, and Poquoson. Choosing to partner with a national business broker provides an advantageous reach of over one hundred and eighty offices that have affiliations with National and International Business Brokerage and Merger & Acquisition associations. Murphy Business Brokers provide the following unsurpassed services: Skilled intermediaries offer assistance in Mergers and Acquisitions Assisting Individuals and Companies to Buy the most suitable Business Offering Business Valuation Reports and Appraisal Reports Providing exposure to the most appropriate Franchise Opportunity Giving accurate Equipment Appraisals Selling a Business without disclosing its identity Experienced Commercial Real Estate Brokers aid in site selection. Murphy Business is one of the largest and most successful business brokers in North America with offices conveniently located throughout the United States and Canada.

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Profitable Check Cashing Business for Sale

Roselle, NJ

Great Check Cashing Business for Sale. Conveniently located in the town of Roselle, on the border with Elizabeth, NJ. This business provides the following services, such as: Money order, pay bills,...

$10,000

$10,000

Low Risk/High Margin Merchant Services Business

Las Vegas, NV

ESTABLISHED MERCHANT SERVICES BUSINESS - 30 YEARS OF PROVEN SUCCESS This well-established merchant services business represents an exceptional opportunity in the financial services sector. Operating...

$3,290,000

$3,290,000

Cash Flow: $803,000

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

Allstate Agency Books of Business - up to $13M Premium Book Available

Orange County, CA

Opportunity to step into and operate an established Allstate insurance agency with options of for books ranging from $2 to up to approximately $13 million in premium volume. As a business broker who...

$999,999

$999,999

FinTech Licensing & Regulatory Advisory Firm | Seller Financing

Tampa, FL

WebsiteClosers® presents a premier Fintech Advisory platform that assists international financial technology companies in launching compliant operations inside the United States. This company is...

$1,800,000

$1,800,000

Cash Flow: $953,561

Allstate Agency in Hamburg, NY

Hamburg, NY

Rare opportunity to acquire a well-established Allstate Elite-level agency with a 25-year history in the same location in the highly desirable Hamburg, New York market. This $3.76M book of business...

$750,000

$750,000

Cash Flow: $270,000

San Antonio, TX Coaching Franchise - Now Available

$714,000 - San Antonio, TX

$714,000

San Antonio, TX

Avery Murrah

Business Brokers of Texas, Inc.

Thriving Mission Valley Accounting Firm

REAL ESTATE INCLUDED

Lake County, MT

Step into a flourishing and growing accounting practice located 25 miles from Flathead Lake. This firm has been in business for 24 years and is in high-demand with growth in the area and need for...

$480,000

$480,000

REAL ESTATE INCLUDED

Allstate Agency in Northern SC

Union County, SC

This 22 year, mature, well-groomed $6.16M Pro-Level Allstate agency offers immediate, consistent revenue to help drive growth. Adding to its appeal are highly experienced staff which will help the...

$1,100,000

$1,100,000

Cash Flow: $300,340

Established Virtual Accounting and Tax Advisory Business For Sale

Phoenix, AZ

This opportunity represents the acquisition of an established, fully virtual accounting and bookkeeping firm serving a diversified base of small and mid-sized business clients. The firm operates on a...

$730,000

$730,000

Cash Flow: $190,000

Book of Business For Sale – San Diego, CA (92101) Farmers Insurance

San Diego County, CA

Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...

2

$195,000

$195,000

Scottsdale Allstate Agency With $6.2M Premium

Scottsdale, AZ

Established $6.2M Allstate Agency in Highly Desirable Scottsdale Market A strong opportunity to acquire a $6.2 million premium Allstate agency located in the highly sought after McCormick Ranch area...

$1,000,000

$1,000,000

Allstate Agency in Northern NY State

Monroe County, NY

This is a tenured, loyal book of business with over 50 years of ownership between all owners. This loyal customer base allows for existing relationships and market presence to build new business and...

$975,000

$975,000

Cash Flow: $400,000

Farmers Insurance Agency

Redmond, OR

Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the support of experienced agents,...

$248,000

$248,000

Turnkey $7.8M Premium Farmers Agency avail in Williamson County

Cedar Park, TX

Established Farmers Insurance Agency - Turnkey Operation with $7.8M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a...

$1,915,000

$1,915,000

Cash Flow: $487,000

Established Insurance Agency for Sale in Prime Northern California Loc

Shasta County, CA

If you’ve ever dreamed of owning a successful insurance agency with an established client base and a fully operational office, this is an opportunity you won’t want to miss. A well-established...

$350,000

$350,000

Cash Flow: $128,254

WA Established Insurance Agency for Sale – Allstate Opportunity

$1,500,000 - Spokane County, WA

$1,500,000

Spokane County, WA

Established 50 year ELITE Allstate Insurance Agency!

Cortland, NY

This well-established Allstate Insurance agency boasts over 50 years of history, demonstrating long-term stability and a strong reputation in the local market. This is a great opportunity to purchase...

$799,000

$799,000

Cash Flow: $234,000

Seamless Success: Take the Lead of PRO achievement Allstate agency!

Charlotte, NC

Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted local institution with a solid foundation for growth,...

$1,200,000

$1,200,000

Invest in Excellence: Elite KY/IN Allstate Agency Now Available

Shepherdsville, KY

In the heart of Shepherdsville, Bullitt County, a remarkable story of entrepreneurial vision and community service has unfolded. What began as a mission to protect local families has evolved into an...

$898,000

$898,000

Ready-to-Scale: PRO Achievement Allstate Agency in Chittenden County

Burlington, VT

This established Allstate agency represents a data-driven opportunity with proven operational metrics and a high-retention customer base. As a PRO achievement level agency, the business has...

$598,000

$598,000

Strategic Acquisition: National Consulting Platform

Minnesota

Expand Your Firm’s Reach with a Turnkey Strategic Execution Engine An exceptional opportunity is available to acquire a high-performing, national management consulting firm designed for seamless...

$2,000,000

$2,000,000

Cash Flow: $892,464

Established Bookkeeping & Accounting Services Firm – Wake County NC

Wake County, NC

This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term...

$500,000

$500,000

Cash Flow: $203,283

Profitable Established Turnkey Farmers Insurance Agency for Sale

Orange, CA

Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...

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$375,000

$375,000

Jason Kullman

We Sell Restaurants

Serving Collin County, TX

We Sell Restaurants is the nation’s largest business broker franchise focused exclusively on the sale of restaurants. With 20 years of experience, we have helped buy, sell and lease more hospitality locations nationwide than any other brand. We Sell Restaurants has carved an unparalleled niche in the industry as the nation's leading and only business broker franchise focused on restaurants. Formed over two decades ago, We Sell Restaurants is a vibrant and innovative company that operates in 45 states nationwide and delivers on the founder's vision to Sell More Restaurants Than Anyone Else. PERIOD. Our team achieves that mission by sharing a common set of core values that include: We know that Every Day is Game Day and We Act Accordingly We Treat Each Other, Our Clients and Internal Clients by the Golden Rule We Act with Integrity and Only Make Agreements We Are Willing and Able to Keep We Are the Brand and are Passionate about Sales Results We Create a Customer Service Experience Worth Sharing With top-flight experience crafted over decades of selling restaurants, along with previous expertise working in small businesses and in senior leadership roles for a Big 5 Accounting firm and a major Fortune 100 company, We Sell Restaurants leadership has deep financial, branding and marketing experience in restaurants, and small and big business. This collective experience allowed them to take the fragmented brokerage market and build a specialized practice for selling only restaurants with a systemic approach never before seen in the industry. We Sell Restaurants has recruited an experienced leadership team with experience spanning decades in business brokerage, franchise sales and customer service and operations.

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Great Home and Auto book of business to build off

Fremont, CA

Imagine walking into your own insurance agency in beautiful Fremont, California, where you'll find a well-established book of business waiting for your personal touch. This turnkey opportunity comes...

$150,000

$150,000

Cash Flow: $50,000

Turnkey Farmers Insurance Agency with Strong Recurring Revenue

Leander, TX

This is a turnkey, profitable insurance agency with a well-established book of business and strong recurring revenue driven by high client retention. The agency benefits from a loyal customer base,...

$450,000

$450,000

Established Insurance Agency for Sale – Allstate Opportunity

$1,000,000 - Oregon

$1,000,000

Oregon

Established Profitable Accounting and Tax Preparation Business

Colorado

This accounting and tax perparation business serves over 400 clients across the United States and enjoys excellent return business. The ideal buyer would be an enrolled agent with the IRS (an EA) with...

$465,000

$465,000

Cash Flow: $156,000

Great Location Small Established Personal Lines Agency

Aberdeen, WA

Picture yourself walking into your own insurance agency in the heart of Aberdeen's bustling downtown district. This established personal lines agency offers you the perfect opportunity to step into a...

$120,000

$120,000

Cash Flow: $53,000

Established $5.7M Allstate Agency in Booming Mooresville, NC

Iredell County, NC

A rare opportunity to acquire a $5.7 million premium Allstate agency in Mooresville, NC—a rapidly growing, family-friendly suburb just north of Charlotte. Priced at $1,125,000, this agency offers an...

$1,125,000

$1,125,000

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...

$50,000

$50,000

Unlock Financial Freedom: Profitable Opportunity - Money Coach Group

Chester County, PA

Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...

$60,000

$60,000

Cash Flow: $145,823

Accounting & Tax Preparation business for sale in Florida

Sarasota, FL

Established Accounting and Tax Preparation Practice for sale in Sarasota, Florida. This well-established accounting and tax preparation firm operates as a home-based practice serving clients...

$110,000

$110,000

Cash Flow: $80,004

Hard Money, Asset-Based Lending Company

This opportunity represents the acquisition of a well-established hard money, asset-based lending platform with a durable track record across multiple market cycles. Operating primarily in two states,...

Not Disclosed

Cash Flow: $1,800,000

$3.3 Mn Book of business for sale near Clearwater, Florida

Pinellas County, FL

Business Highlights: • 22 years of continuous operation with proven market presence • Dual office locations serving Clearwater and St. Petersburg markets • Specialized focus: 98% auto insurance with...

$1,000,000

$1,000,000

Virtual Accounting & Bookkeeping Firm - 81 Monthly Recurring Clients

This is a well-established virtual accounting and bookkeeping firm offering a strong opportunity for acquisition. The business provides a wide range of accounting and bookkeeping services, including...

$1,500,000

$1,500,000

Cash Flow: $331,393

Allstate Insurance Agency – Lakeway, TX

Lakeway, TX

Turnkey opportunity to acquire a well-established Allstate insurance agency located in the highly desirable Lakeway / West Austin market (Next to LTHS & BSW Hospital). This agency services a stable...

$700,000

$700,000

Cash Flow: $190,000

Used Car Dealership and U-Haul franchise for sale.

Houston, TX

Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...

5

$500,000

$500,000

Cash Flow: $30,000

Buy or Sell a Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed317
Median Asking Price$465,000
Median Reported Revenue$419,513
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$465,000$925,000

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$230,140$119,159
Median$419,513$196,188
Upper Quartile$850,744$350,364

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
Median1.252.51
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 $465,000, though prices range from under $250,000 to well over $925,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $419,513 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 1.25. Earning multiples range from 1.88 to 3.29, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.51 times its annual owner earnings.

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