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Financial Services Established Businesses For Sale

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Lucrative Business Brokerage with Multiple Revenue Streams

Gwinnett County, GA

This is a premium opportunity to acquire an established business brokerage territory, strategically positioned in Atlanta's affluent southern suburbs. This turnkey operation offers a proven business...

$60,000

$60,000

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Lucrative Business Consulting Firm for Sale

Clark County, NV

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....

$58,000

$58,000

Cash Flow: $160,457

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Top-Ranked National Business Brokerage Franchise Territory for Sale -

Tampa, FL

Own a lucrative territory within a leading national business brokerage franchise, renowned for its proven systems, comprehensive training, and unparalleled support. This is your chance to step into a...

$55,000

$55,000

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Surplus Lines Insurance Agency For Sale

Camarillo, CA

This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency...

$1,275,000

$1,275,000

Cash Flow: $228,701

Top Independent Agency Loyal Asian-Speaking Clientele

San Gabriel, CA

This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro...

$1,850,000

$1,850,000

Cash Flow: $630,000

Business Brokerage in Booming Market

Arlington, VA

This is the opportunity to own a franchised business brokerage with exclusive territory rights in the Washington, DC and Philadelphia regions. Phenomenal markets full of business buyers and sellers...

$100,000

$100,000

Public Adjuster Business

Florida

Our client is a well-established public adjuster company with a solid track record of success in handling residential, warehouse, commercial, retail, low-rise, mid-rise, and condominium claims...

$2,000,000

$2,000,000

Cash Flow: $650,824

Commission Express - Denver, Colorado

Arapahoe County, CO

COMMISSION EXPRESS businesses apply the general factoring process to the specialty of factoring real estate sales commissions. We purchase these pending receivables on the basis of their quality as an...

$25,000

$25,000

Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

NEWLY REDUCED PRICE! Real Estate Available for Purchase as Well! This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this...

$195,000

$195,000

Cash Flow: $89,082

For Sale: Established Tax Consulting & Accounting Firm

Virginia

For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...

$277,000

$277,000

4 Very Profitable Check Cashing Stores DE-PA! New Price Reduction

New Castle County, DE

NEWLY REDUCED PRICE! The buyer will need a cash inventory of approximately $600k-$700K on day one of ownership. All five stores, two in Delaware and three in Pennsylvania, are profitable and fully...

$950,000

$950,000

Cash Flow: $696,370

ATAX Franchise – Established turnkey location

Hackensack, NJ

ATAX NJ Tax Preparation Franchise - Established & Profitable - Recession-resistant business ATAX Office for Sale – Surrounded by Success, Ready to Thrive! PRIME LOCATION ADVANTAGES - Strategically...

5

$65,000

$65,000

Cash Flow: $15,000

ATAX Denver, CO Profitable Tax Preparation

Denver, CO

ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...

5

$450,000

$450,000

Cash Flow: $84,000

Farmers Agency For Sale

$95,000 - Solano County, CA

$95,000

Solano County, CA

Cash Positive Tax Prep Firm- Manhattanville, NY

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

Build Wealth with HomeVestors,Your Path to Real Estate Success!

Hartford County, CT

Are you ready to transform lives and communities while building a prosperous future for yourself? Welcome to HomeVestors Associate Franchise in Hartford County and Surrounding Counties. Every...

$34,997

$34,997

Kyle Serrano

Venture Group

Serving El Paso County, CO

Venture Group is a boutique Grand Junction Business Brokerage firm focused specifically on Mergers and Acquisitions in the Western Colorado marketplace. At Venture Group, it is our continuous mission is to deliver unparalleled client-focused service by leveraging the expertise and collaboration of our exceptional team of business broker professionals. We specifically focus our resources, time, and efforts to business transactions, allowing us to offer top-tiered and competitive services that generate tangible results for our clients. We strive to build lasting relationships based on trust, integrity, and excellence, ensuring that each client receives personalized attention and innovative solutions tailored to their unique needs.

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Established Business Funding Franchise!

Houston, TX

Invest in Your Future: Resale Opportunity for Established Business Funding Franchise! Are you ready to step into the world of entrepreneurship with a proven business model? Here's your chance to take...

$15,000

$15,000

Providence, RI - ATM route for sale

Providence, RI

11 ATM Locations in the Providence, RI area - mainly high-end Hotels making $27,000/yr NET (outside of Gas and time) for sale for $56,000 Buyer must join the ACFN ATM franchise program. Franchise...

6

$56,000

$56,000

Cash Flow: $27,000

San Jose, CA - ATM route for sale

San Jose, CA

36 ATM Locations in the San Francisco Bay area - mainly high-end Hotels, making $48,000/yr NET (outside of Gas and time) for sale for $116,800 Buyer must join ACFN ATM franchise program. Franchise...

6

$116,800

$116,800

Cash Flow: $48,000

Myrtle Beach, SC - ATM route for sale

Myrtle Beach, SC

6 ATM Locations in the Myrtle Beach, SC area - high-end Hotels and shopping centers - making $10,000/yr NET (outside of Gas and time) for sale for $19,611 Buyer must join ACFN ATM franchise program....

6

$19,611

$19,611

Cash Flow: $10,000

Charleston, SC - ATM route for sale

Charleston, SC

7 ATM Locations in the Charleston, SC area - 5 high-end Hotels, 2 bars - making $20,000/yr NET (outside of Gas and time) for sale for $35,155 Buyer must join ACFN ATM franchise program. Franchise...

6

$35,155

$35,155

Cash Flow: $20,000

San Francisco, CA - ATM route for sale

San Francisco, CA

7 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $12,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join ACFN ATM franchise...

6

$20,898

$20,898

Cash Flow: $12,000

Jackson, WY - ATM route for sale

Jackson, WY

6 ATM Locations in the Jackson, WY area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $10,000 (YES $10,000) Buyer must join ACFN ATM franchise program. Franchise...

6

$10,000

$10,000

Cash Flow: $16,000

Denver, CO - ATM route for sale

Denver, CO

5 ATM Locations in the Denver, CO area - all high-end Hotels - making $13,500/yr NET (outside of Gas and time) for sale for $24,975 Buyer must join ACFN ATM franchise program. Franchise program...

6

$24,975

$24,975

Cash Flow: $13,500

Farmers Insurance Agency for Sale

Albuquerque, NM

Albuquerque, NM

Louisville, KY - ATM route for sale

Louisville, KY

10 ATM Locations in the Louisville, KY, and French Lick, IN areas - Mainly high-end Hotels and resorts, making $36,000/yr NET (outside of Gas and time) for sale for $58,288 Buyer must join the ACFN...

6

$58,288

$58,288

Cash Flow: $36,000

Providence, RI - ATM route for sale

Providence, RI

10 ATM Locations in the Providence, RI area - High-end Hotels and One Bowling Alley, making $26,000/yr NET (outside of Gas and time) for sale for $56,000 Buyer must join the ACFN ATM franchise...

6

$56,000

$56,000

Cash Flow: $26,000

Boston, MA - ATM route for sale

Boston, MA

12 ATM Locations in the Boston, MA area - Mainly high-end Hotels, making $20,000/yr NET (outside of Gas and time) for sale for $40,499 Buyer must join the ACFN ATM franchise program. Franchise program...

6

$40,499

$40,499

Cash Flow: $20,000

Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down!

Monmouth County, NJ

Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by...

$2,500,000

$2,500,000

Cash Flow: $697,703

$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

Not Disclosed

EBITDA: $1,140,000

Allstate Agency Northwest of Houston, Texas

Tomball, TX

This high-performing agency in Northwest Houston presents a strong opportunity for both experienced operators and those looking to expand in a thriving market. With over $10.6M in written premium and...

$2,500,000

$2,500,000

Brevard Tax and Accounting Practice For Sale

Transylvania County, NC

• Seller retiring but willing to assist owner in transitioning clients. • Strong cash flow with ~50%+ margins and ~$100K+ in owner benefit after add-backs. • Revenues comprised of individual and...

$245,000

$245,000

Farmers Insurance Agency with over $2.5 million premium for sale

Lodi, CA

Farmers agency established since 1970 for sale. Many long term clients over 40 years. Great location and retention as well. Farmers is a great company and is currently focused on growth with many...

$350,000

$350,000

Cash Flow: $110,000

Accounting Practice for Sale in Kansas City

Kansas City, MO

The Company is a CPA-led accounting and advisory firm focused exclusively on small business clients requiring ongoing financial guidance. Unlike traditional compliance-only firms, the Company utilizes...

$1,200,000

$1,200,000

Cash Flowing Payroll, Tax & Bookkeeping Firm w/ Great Seller Financing

Weber County, UT

ESTABLISHED PAYROLL, TAX & BOOKKEEPING PRACTICE - WEBER COUNTY, UT This thriving accounting and tax practice represents an exceptional acquisition opportunity in Utah's growing Weber County market....

$1,220,000

$1,220,000

Cash Flow: $247,000

Lucrative Consulting Business

$75,000 - Norfolk County, MA

$75,000

Norfolk County, MA

Greg Nowak

United Franchise Group

Agency Ownership Opportunity | $3M Book | $300K Revenue

Phoenix, AZ

Step into ownership with an established insurance agency featuring a $3M book of business and approximately $300K in annual revenue. Located in the high-growth Phoenix, Arizona market, this...

$450,000

$450,000

Lifestyle Friendly Accounting & Tax Practice

Ohio

2026 Projected Revenue: $120,682 • Personal Tax Services – $16,426 • Accounting & Business Tax – $104,256 Key Highlights Strong, reliable revenue from a loyal base of monthly bookkeeping, accounting,...

Not Disclosed

Not Disclosed

Cash Flow: $85,000

Profitable CPA Firm/Tax Practice (Franchise) w/ tons of growth opp

Provo, UT

Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and...

$250,000

$250,000

Turnkey Farmers Insurance Agency - East Valley

Mesa, AZ

Established in 1981, this profitable insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking a proven business with over 45 years of continuous operation. The...

$450,000

$450,000

Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

$1,875,000

$8 Million Farmers Premium Book of Business Agency For Sale

Long Beach, CA

Established Farmers Insurance Agency For Sale - $8 Million Premium Book This well-established Farmers Insurance agency presents an exceptional opportunity to acquire a thriving business with...

$1,200,000

$1,200,000

Baltimore, MD CPA Tax & Accounting Practice

Baltimore, MD

This well-established yet growing CPA Tax & Accounting Practice for sale in Baltimore, MD has annual gross revenues of approximately $290,000. The practice has provided high-quality services to...

$325,000

$325,000

Bookkeeping Business with Steady Income

Washington

This business is a fully remote, recurring-revenue bookkeeping and advisory firm serving service-based businesses. Founded in 2005, the Company has steadily evolved from traditional transactional...

$800,000

$800,000

Cash Flow: $273,613

Leo Bortolotto

VR Mile High Business Sales

Serving Boulder County, CO

Valued Representation… It’s the meaning behind our name; it’s what we deliver to every client. VR Business Sales / Mergers & Acquisitions are proud of its heritage as the leader in sales and transfer of the privately-held business since 1979. It is even prouder knowing that it has helped hundreds of thousands of families live the American dream of business ownership. These same people are those who make up the business communities in every town and city, and who drive job creation and economies.

Contact Me >

Contact me
Independent Insurance Agency

Oklahoma City, OK

Imagine stepping into a thriving insurance agency that's been serving Oklahoma families and businesses since 1989. You'll find yourself at the helm of a well-respected independent agency with over 35...

Not Disclosed

Not Disclosed

Cash Flow: $743,000

Farmers Insurance Agency - $150K Income - Vietnamese

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

$230,000

Farmers Insurance Agency for Sale $2.5 Million in Premium

Saint Louis, MO

Saint Louis, MO

John Whitehead

Laura Sanders Realty

Farmers Insurance Agency – $170K Income – Mandarin/Cantonese

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000

$265,000

Insurance Agency Book of Business for Sale – Health Care

Lake County, FL

Insurance Agency Book of Business for Sale – Health Care Accounts Established and reputable book of business specializing in Medicare Advantage Plans. The portfolio includes loyal, long-term clients...

$415,000

$415,000

Cash Flow: $205,966

YouTube Insurance Lead | 38K Subscribers | 2300 Organic Leads

Tampa, FL

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established...

$530,000

$530,000

Cash Flow: $177,383

Profitable P&C Insurance Agency – 900 Clients | $2.1M Premium | NMiami

North Miami, FL

Exceptional opportunity to acquire a highly profitable and well-established P&C insurance agency located in North Miami. The agency services approximately 900 active clients and generates more than...

$455,000

$455,000

Cash Flow: $130,000

Tri-Cities Area CPA Practice - Available after 4/15

Elizabethton, TN

• The owner is a CPA • This practice was established in 1992 • Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks • Approximately $40,000 in annual revenue, via...

$200,000

$200,000

Allstate Agency in Odessa, Texas

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000

$1,400,000

Allstate Agency in the Midland, Texas Area

Midland, TX

This established book of business is located in the Midland, Texas area and includes 1,758 policies in force and generates $6,116,215 in written premium with $513,868.57 in annual revenue. The...

$1,000,000

$1,000,000

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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