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Financial Services Established Businesses For Sale

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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

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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

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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

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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

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

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

$1,075,000 - Adams County, CO

$1,075,000

Adams County, CO

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

Alan Stahl

Future In Site Realty

Serving Ventura County, CA

Alan Stahl has worked in the investment world for more than 50 years. He started his career running one of the most successful municipal and government bond firms over the course of 30 years, after which, in 1992, he founded Future In-Site Realty Associates, Inc. This company became a cornerstone for developing and leasing more than 75 preschools, as well as nearly 2,500 multi family units, and senior-housing projects. Since 1992, Alan has been recognized as one of the most knowledgeable brokers in the child care industry. He personally owned and operated two PreSchools over 18 years, and managed to develop, buy, sell, lease and renegotiate more than 40 child care leases for clients such as Kindercare, Tutor Time, The Learning Experience, and boutique Montessori preschools.

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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

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

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

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

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

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

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

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

Established and Profitable Check Cashing Business

Davie, FL

Located in a high-traffic corridor in Central Broward, this established check cashing and financial services business offers a profitable, recession-resistant opportunity for a hands-on owner. In...

$450,000

$450,000

Cash Flow: $172,743

Multi-Revenue Stream Business Brokerage – Proven Model

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

$75,500

Thriving Accounting and Tax Practice

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

$150,000

Cash Flow: $119,545

Profitable Auto Insurance Franchise

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

$1,300,000

Cash Flow: $135,189

raul gil

Business Unlimited Realty LLC

Serving Miami-Dade County, FL

I am a broker specialized in helping to sell, buy, and lease restaurants in Florida. With extensive experience in the industry, you have developed excellent relationships with shopping centers and business owners, allowing you to offer exclusive opportunities to your clients. Your market knowledge and negotiation skills enable you to close successful deals, ensuring that both buyers and sellers achieve the best possible value. Additionally, you stay informed about industry trends and sector needs, making you a valuable resource for those interested in the restaurant business.

Contact Me >

Contact me
High-Income Potential Business Brokerage – Exclusive Territory

Santa Cruz County, CA

An outstanding opportunity to acquire an exclusive and well-established business brokerage territory in one of California’s most economically diverse and opportunity-rich regions. This territory...

$91,000

$91,000

Profitable CPA Firm 37 Years In Operation

Orange County, FL

Profitable CPA Firm – 37 Years – Must Speak Vietnamese Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community....

$169,875

$169,875

Cash Flow: $115,275

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

Extremely Profitable Franchise Insurance Agency

Miami, FL

Extremely Profitable Franchise Insurance Agency. One of South Florida’s Iconic Franchise brands! This location is one of the top 25 producing franchises in the system. This company provides...

$1,850,000

$1,850,000

Cash Flow: $349,028

PRICE REDUCTION Established Independent Adjuster Business 4 Sale

Connecticut

This established Independent Adjuster business is serving 3 states handling multi-line casualty adjustments. This is a unique opportunity to take over a profitable operation. The business can be...

$150,000

$150,000

Cash Flow: $131,680

Thriving Insurance Agency for Sale – 30+ Years of Proven Success

Billings, MT

Don’t miss this exceptional opportunity to acquire a well-established, independently owned insurance agency with a trusted name and over three decades of consistent performance in the greater Billings...

$299,000

$299,000

Cash Flow: $94,646

Rio Grande Valley Coaching Franchise Opportunity

Texas

This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...

$420,000

$420,000

Established CPA Practice with Growth Potential-SBA Pre-Qualified

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

$965,000

Cash Flow: $450,000

Mercury Book of Business for Growth Potential!

Tarzana, CA

Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...

$339,000

$339,000

Cash Flow: $234,500

Consulting Business– NW Houston & The Woodlands

Houston, TX

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

Cash Flow: $160,456

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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