Middlesex County, MA
This well-established CPA firm is located in the Metrowest area and generated over $680,000 in billings in 2024. The team includes the owner(CPA), an enrolled agent, and administrative staff. Because...

Middlesex County, MA
This well-established CPA firm is located in the Metrowest area and generated over $680,000 in billings in 2024. The team includes the owner(CPA), an enrolled agent, and administrative staff. Because...
$780,000
Cash Flow: $412,000

San Pablo, CA
This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...
$369,000
Cash Flow: $234,000

Oneida County, NY
Step into a turnkey business brokerage backed by a nationally recognized franchise brand. This exclusive territory in Oneida County offers a proven model, robust support, and access to a steady...
$75,500

St Lucie County, FL
Turnkey staffing business with $132K in cash flow, national brand backing, and an experienced recruiter already in place. Now priced at $250K, this established franchise offers a strong foundation and...
$250,000
Cash Flow: $132,913
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...
$375,000
Gorham, ME
For Sale is a Boutique CPA Firm in Gorham, Maine Maine CPA is selling a practice comprised of tax preparation for individuals (64%), tax preparation for business entities (28%) and accounting and tax...
$90,000
Cook County, 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...
$70,000
Cash Flow: $60,000
Travis County, TX
With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team...
$800,000
Cash Flow: $234,944
North Carolina
Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...
$539,000
Cash Flow: $175,566
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...
$900,000
Cash Flow: $567,000
Available in Multiple Locations
There is NO better business model that is designed to excel in inflation, recession, and uncertain times. We help you create the ultimate MONTHLY cash flow for years by helping companies save money when they need it. Buy a SMARTER business model, especially NOW.
$23,900
See More FranchisesDouglas County, CO
This well-established, award-winning agency (15+ years in business) is strategically located in a charming, scenic community south of Denver metro and offers amazing views of the Rocky Mountains. The...
$8,256,000
Irvine, CA
Agent has been with Farmers Insurance for over 38 years and is looking to retire. The agency is well established and has 1 dually licensed staff. The service commissions are approximately 100,000 with...
$130,000
$67,500
Lafayette County, LA
Santa Rosa County, FL
Have you dreamed of living on the beautiful Emerald Coast? This great main street CPA business does mostly tax work for businesses and individuals. A qualified buyer can get an SBA loan with as little...
$450,000
Cash Flow: $228,985
Delaware County, PA
Seller ready to move on this well-established, $2.67M Pro-Level, 25-year Allstate Agency nestled in the suburban area of Philadelphia, PA. Excellent retention and highly trained staff make this agency...
$540,000
Raymond Palmer MBA, ABI
Compass Capital Advisors Inc.
Serving New York County, NY
Compass Capital Advisors Inc. is a full service Business Brokerage/M&A firm specializing in the sale or purchase of businesses from 1 million to 25 million dollars. In addition,we specialize in the purchase or sale of the property pertaining to the business and consultation for business improvement. Navigating the business transaction process can be complicated. Confidentiality, Integrity and Persistence are the keys to getting you the right price. We pride ourselves on these attributes and welcome the opportunity to be your partner in this process.
Aurora, CO
This established $6,700,000 premium agency is located in a very sought after area east of Denver. Founded over 30 years ago, the agency has grown an amazing book of business with high retention. The...
$1,450,000
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...
$500,000
Cash Flow: $30,000
Stuart, FL
This long established CPA practice located in Martin County Florida is making available a book of business due to his semi-retirement and his objective to fully retire within the near future. The CPA...
$70,000
Cash Flow: $60,340
Florida
High-Authority Digital Media Platform | 200K+ Users | Affluent Boomer Finance & Insurance Market An exclusive opportunity to acquire or invest in a high-authority digital media platform serving one of...
$1,500,000
Established CPA Firm presents an exceptional opportunity to acquire a profitable accounting practice with nearly three decades of operational success. Due to confidentiality, please reach out with...
$1,050,000
Cash Flow: $350,000
Available Nationwide
Start a Professional Medical Billing & Practice Management Consulting Service Now! The Right Opportunity at the Right Time!
$32,000
See More FranchisesBoise, ID
Rare opportunity to own an established Farmers Agency. This well-established agency offers an ideal pathway into the insurance industry. With a strong presence in Commercial, Life, Property, and...
$350,000
Aspen, CO
Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is...
$225,000
Cash Flow: $225,000
$84,999
Rankin County, MS
Snohomish County, WA
This long-standing insurance agency has been serving Snohomish County for over two decades, offering personal, commercial, and health insurance services. The business generates steady renewal income...
$349,000
Cash Flow: $135,964
Moorpark, CA
Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...
$100,000
North Carolina
This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...
$749,000
St. Louis, MO
The agency offers a strong $1.3M book with 60/40 Personal vs. Commercial lines, high-net-worth clients, and top carriers including Travelers, Safeco, Progressive, Nationwide, and Guard. With a 90%...
$355,000
EBITDA: $110,000
James City County, VA
This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...
$150,000
Cash Flow: $119,545
Justin, TX
This independent P&C agency in the Dallas–Fort Worth market runs a lean, virtual model managing $5M in premium and $545K in revenue. With 90% Personal Lines, 87% retention, and strong carrier...
$1,390,000
Hilliard, OH
Profitable, Hands-Off Insurance Agency with Predictable Monthly Income Step into a turnkey business that delivers steady, recurring revenue while running with minimal oversight. This insurance agency...
$138,743
Cash Flow: $149,951
Available in Multiple Locations
Want to be the best of the best? Joining Loyalty Business Brokers gives you the advantage over all the rest. Our Business Is Selling Your Business!
$50,000
See More FranchisesWayne 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
Cash Flow: $450,000
Fort Valley, GA
National Mortgage Field Services (NMFS.com) has established itself as a leader in the mortgage field services industry with over 15 years of expertise. Our website is a reliable source of information...
$650,000
$12,000,000
Clayton, NC
Philadelphia, PA
10 ATM Locations in the Philadelphia, PA area - all high-end Hotels - making $20,000/yr NET (outside of Gas and time) for sale for $36,622 Buyer must join the ACFN ATM franchise program. Franchise...
$36,622
Cash Flow: $20,000
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
Harris County, TX
This established $4,950,000 premium agency is situated in the highly sought-after Houston suburb of Katy, TX. The agency owner has built a successful business and is seeking a suitable successor to...
$950,000
Houston, TX
SIGN THE NDA BY COPYING & PASTING LINK BELOW:...
Not Disclosed
Cash Flow: $9,400,000
Tampa, FL
Established Tampa Bay mortgage brokerage offering an exceptional turnkey opportunity for an experienced broker looking to acquire an operating business with immediate income potential. BUSINESS...
$99,000
Cash Flow: $65,000
Santa Cruz County, CA
Turn-Key Farmers® Insurance Agency – Santa Cruz County Asking: $150,000 | Book Size: ~$1.8M GWP | Service Commissions: $110K+ / yr Overview Rare opportunity to acquire a turn-key, established Farmers...
$150,000
Cash Flow: $110,000
Lycoming County, PA
Owner Retiring from this well-established tax preparation business in Central Pennsylvania offers a rare opportunity for a motivated buyer seeking steady income and a loyal client base. With decades...
$139,000
Cash Flow: $82,900
Fountain Valley, CA
Take advantage of a great opportunity! This established agency has over 3000 policies in force and is a Turnkey Operation. The office is located in a prime retail location in Fountain Valley. The...
Not Disclosed
Cash Flow: $650,000
Jeff Herba
ABBEX Inc
Serving Sarasota County, FL
ABBEX, Inc. BUSINESS BROKERS Since 1978. Over 900 businesses bought and sold.
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
Plano, TX
This Agency was established in 2015 and the Agency Owner is wanting to work in the Agency but not run the Agency due to his age. His Client retention is over 87%! His Clients love him and will work...
$60,000
$714,000
San Antonio, TX
Fort Lauderdale, FL
Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy east-west...
$1,300,000
Cash Flow: $135,189
Arvada, CO
Opportunity to acquire a rare $11 million premium insurance agency in Arvada, Colorado, a highly desirable and growing market. This well established agency presents a turn-key opportunity for a...
$2,375,000
Van Alstyne, TX
Farmers Insurance has expanded it's entry points to include scratch Agencies with our new Retail & Flex programs. We have also added a new Protégé Program for individuals who are interested in...
$200,000
Vermont
Semi-Virtual Tax Firm A long-standing CPA practice in Southern Vermont with nearly 40 years of experience and strong client relationships. This turnkey opportunity features consistent recurring...
Not Disclosed
Cash Flow: $335,000
Dolton, IL
ESTABLISHED ACCOUNTING & TAX FRANCHISE FOR SALE South Suburbs of Cook County | Turnkey Operation | High Growth Potential Take Over a Proven Franchise with Built-In Brand Power! Step into a nationally...
$75,000
Cash Flow: $39,000
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
Taylor, MI
This Liberty Tax franchise offers a rare blend of stable income, low overhead, and lifestyle flexibility. The business has averaged 10% annual revenue growth over the past three years, with 80%+...
$79,900
Cash Flow: $45,922
Queens, NY
ATAX Franchise operates on a proven business model that has led to its success as one of the largest independent tax preparation businesses in the country. The model is based on a successful business...
$288,000
Cash Flow: $174,081
Lakewood, CO
This established $5,300,000 premium agency is located in a highly sought after Denver suburb. The agency owner has built an amazing business, will be retiring and is looking for the right successor to...
$1,405,000
Buford, GA
For Sale: Highly Profitable Allstate Agency in Buford, GA This is a rare opportunity to acquire a thriving, turnkey Allstate insurance agency in the desirable Buford, Georgia market. This...
$1,440,000
Cash Flow: $538,987
Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.
Some of the most popular categories of financial services businesses include:
Market Overview
| Number of Business Listings Analyzed | 936 | 
| Median Asking Price | $500,000 | 
| Median Reported Revenue | $430,000 | 
| Median Reported Earnings | $210,000 | 
| Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings. | |
Financial Services Business Valuation Multiples
| Range | Revenue | Earnings (SDE) | 
| Lower Quartile | 1.02 | 1.81 | 
| Median | 1.18 | 2.36 | 
| Upper Quartile | 1.46 | 3.13 | 
| Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price. | ||
Read the Report:
Financial Services Business Valuation Benchmarks
Sell Your Financial Services Business
For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.