Riverside County, CA
Own a profitable 18 locations ATM route business in the high-traffic, tourist-heavy Coachella Valley, home to world-renowned events like the Coachella and Stagecoach Music Festivals! This is a rare...
Financial Services Established Businesses For Sale
Industry Info
ATM ROUTE - Profitable Passive Income Turnkey Business Opportunity
3
$50,000
Cash Flow: $25,000
Cloud Based Technology-Driven Accounting & CFO Services Firm (PENDING)
*******Received 200+ inquiries - Currently under LOI. If you are a buyer or investor that is actively looking to acquire a practice, we’d be happy to assist. Please feel free to send us your...
$3,829,342
Farmers Insurance Agency: Prime Opportunity - Chicago Suburbs
This established Farmers Insurance Agency represents a prime acquisition opportunity in the growing Chicago suburb's, Illinois market. Operating continuously with a proven track record, the agency has...
4
$339,000
ATM Business for Sale
Philadelphia, PA
This home-based ATM business operates 13 machines in high-traffic locations throughout Philadelphia, including grocery stores, breakfast shops, and a beauty supply store. The business generates...
$150,000
Cash Flow: $52,000
Top 1% Allstate Agency for SALE
Dallas, TX
Elite Allstate Agency with fully built-out systems across growth, operations, lead generation, recruiting, payroll, and HR. Turnkey operation with consistent organic growth and minimal owner oversight...
2
$5,600,000
Cash Flow: $1,620,000
Virtual Accounting and Bookkeeping Firm For Sale
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 financial services, including...
$1,753,030
** Semi-Absentee Tax Franchise For Sale**
Rock Island County, IL
NO TAX EXPERIENCE REQUIRED – Turnkey Multi-State Tax Prep Business with Strong Staff in Place Established in 2012, this North Carolina-based tax preparation corporation has built a solid foundation...
$1,540,326
Cash Flow: $431,464
Comprehensive Farmers Insurance Portfolio with Strong Revenue Base
Englewood, CO
Farmers Insurance Book of Business for Sale — Diversified Portfolio with Recurring Revenue Each agency inside this portfolio presents immediate revenue with renewal income from the established client...
$250,000
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...
$325,000
Cash Flow: $94,646
Farmers Insurance Agency For Sale in Dallas Texas
Mckinney, TX
Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. Business has been built just as professionally as the owners career as pro football...
3
$800,000
Southern California CPA Practice
Orange County, CA
Gross Revenue: $1,900,000 (May 2024 – April 2025) Asking Price: $2,375,000 Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services. The firm...
$2,375,000
Cash Flow: $673,200
Profitable Auto Insurance & DMV Franchise - Amazing Growth Potential!
Palm Beach County, FL
This is a well-established and highly profitable franchise known as the local go-to destination for auto insurance and expedited DMV services. Operated by a husband-and-wife team with a strong...
$1,200,000
Cash Flow: $603,000
Under Contract-Allstate Agency for Sale in Alpharetta, Georgia!
Alpharetta, GA
Thriving Allstate Agency for Sale in Alpharetta, Georgia A Unique Opportunity to Own a High-Performing Insurance Business Are you ready to take the reins of a flourishing Allstate Agency in the...
$4,200,000
Cash Flow: $1,719,602
Lucrative Consulting Business
$55,000
DuPage County, IL
Well established independent insurance agency in Pinellas County
Pinellas County, FL
Well established independent insurance agency in Pinellas County for sale. Most of what they offer are employee benefit ancillary lines & executive benefits including group disability, executive...
$600,000
Cash Flow: $335,550
Business Law Firm-repeat clients 1 times gross
Houston, TX
The firm provides Business / Contracts/ International Law / Tax Consulting and Tax Preparation, Real Estate, Estate planning, Probate matters and miscellaneous services. Countries with whom the Firm’s...
$625,000
Cash Flow: $551,078
Brad Coffman, CBI, CM&AP
Valorem Business Brokers
Serving Palm Beach County, FL
Valorem Business Brokers brings together an elite team of professionals whose collective experience guarantees the best service. Providing exceptional client service in every cycle and sector to the Southeast, our team has extensive local market knowledge and segment expertise. Our team of specialists are supported by state-of-the-art technology, tier-one resources, and consistent category training - all of which further our clients' asset and leasing objectives. Look to Valorem Business Brokers for strategic guidance and consultation in every segment: Valorem provides both clients and business associates with the highest standards of professional service and unmatched performance in the sale of privately held businesses, mergers & acquisitions, franchise sales, business valuations, machinery & equipment appraisals, commercial real estate, and business consulting. With the team at Valorem, you can be assured you are represented by outstanding, experienced, and knowledgeable professionals who will provide you with sound financial, strategic, and tactical implementation to achieve a successful transaction.
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FL Based P&C Insurance Agency For Sale
Belleview, FL
This Agency offers a prime growth opportunity for prospective Buyers. Buyers with existing direct appointments especially those with larger portfolios, may experience an immediate increase in...
$390,000
Cash Flow: $80,000
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
Retiring Agent Book For Sale
Clark County, WA
Second generation agency for sale. Great location and base revenue to build off with an established book of heavy personal lines insurance and high retention. Agency owner willing to stay on as paid...
$215,000
Cash Flow: $121,000
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
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...
$599,000
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....
$40,000
Cash Flow: $160,456
Consulting Firm with Built-In Funding Source
Florida
This business coaching and consulting firm is revolutionizing how entrepreneurs scale and strategize. The owner’s custom software and coaching programs combine high-impact strategy with powerful,...
Not Disclosed
Cash Flow: $900,000
Profitable South Florida Precious Metals Dealer
Fort Lauderdale, FL
Profitable South Florida precious metals dealer poised for growing reach and profitability. Over $4.5m in 2024 revenue and $1.3m in Q1 2025. Strong competitive advantages including proprietary...
$600,000
Cash Flow: $232,370
Multi-Revenue Stream Business Brokerage
$67,500
Lafayette County, LA
Independent Insurance Adjusting Company
Hamilton County, OH
This established Independent Claims Adjuster business, serving Ohio, Kentucky, and Indiana, is available for sale at $1.1M, with a strong cash flow of $360K. The owner is retiring, offering a unique...
$1,100,000
Cash Flow: $366,918
Check Cashing and Tax Prep in DMV
Fairfax County, VA
Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...
$400,000
Cash Flow: $200,000
Established Farmers Insurance Agency Longstanding High Retention Book
Lacey, WA
We have a 2 million premium agency for sale with an established office and cliental ready for new blood and leadership to come in and take advantage of a disruptive yet highly competitive market...
$305,000
Cash Flow: $110,000
Personal & Business Tax Practice - Taxes/Consulting/Payroll/Financials
Sangamon County, IL
Central Illinois Tax practice This is a great opportunity to purchase a established tax practice with long standing clients. The practice has seen year over year growth. Owner is willing to support a...
$165,000
Turnkey Business Brokerage
Gwinnett County, GA
Own a well-established business brokerage in one of the fastest-growing areas of Gwinnett County, GA. This turnkey operation follows a proven business model with multiple revenue streams and is backed...
$45,000
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
Business Coaching and Consulting for Small to Mid Sized Businesses
Dallas County, TX
We specialize in working with small and mid-sized businesses to dramatically boost their value, using a proven system that focuses on increasing profitability, streamlining operations, and setting the...
$45,000
Cash Flow: $160,457
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
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
Cash Flow: $160,457
SEMI PASSIVE, CASH FLOWING, PROFITABLE ATM ROUTE
Hillsborough County, NH
Seize this rare opportunity to own a well-established, profitable 23-unit ATM portfolio strategically placed in high traffic areas throughout southern New Hampshire and northern Massachusetts. This...
$279,000
Cash Flow: $63,329
Turnkey Business Brokerage Opportunity
$84,999
Rankin County, MS
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...
$75,000
Selling Book of Business - 200 Tax Clients Located in Tracy
Tracy, CA
This list consists of 200 clients that have been using the same service year over year. The list will be sold and the clients will be migrated with the help of the seller. For more detailed...
$65,000
Cash Flow: $50,000
Own a Thriving Insurance Agency
Henderson, NV
This is a rare opportunity to acquire a high-performing Farmers Insurance agency with an independent book of business, generating approximately $900,000 in annual service commissions. The agency...
$2,225,000
Cash Flow: $540,752
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
Cash Flow: $228,701
Tax Preparation Services
North Carolina
SIGNIFICANT PRICE REDUCTION. ENOUGH TO COVER OFFICE RENTALS THROUGH NEXT TAX SEASON! Successful and nationally recognized personal tax preparation, business tax preparation, support and coverage, and...
$285,000
Cash Flow: $106,469
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
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
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
Cash Flow: $746,090
Kari Smith
Ameri-Business
Serving Jackson County, IN
Transactions handled by Ameri-Business brokers are held confidentially by all parties. We require that a prospective buyer review and sign a non-disclosure statement outlining his responsibility in having access to a seller’s confidential information. This occurs before any detailed information concerning a specific opportunity is released. Ameri-Business Brokers is committed to protecting the confidentiality of the business sale. We understand that the public knowledge of a potential sale can affect the attitudes and actions of customers, employees, competitors, lenders, suppliers, or investors and thus the value of the company. We also want to safeguard the employment status of a potential buyer while he or she considers a very important change for their future. Each agent at Ameri-business Brokers brings an extensive training and experience to the table with each business sale they negotiate. Our professional brokers come from a variety of backgrounds, including accounting, law, banking, real estate and insurance - so no matter what business you are looking to buy or sell, you can trust that you will be in well-qualified hands. We go the extra mile to make the transaction run smooth.
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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
Tax Preparation
Minnesota
This is consistent and established tax prep practice. This business prepares tax returns for businesses and individuals. 95% of revenues are generated during the tax season. About 60 business or MN...
$150,000
Cash Flow: $68,445
Profitable Fintech Algorithmic Trading Software | $12.8M TTM Revenue
$7,785,000
Clayton, NC
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
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
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
Cash Flow: $696,370
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
Cash Flow: $83,888
ATAX - (Highlands) Denver, CO
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
Cash Flow: $84,000
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
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
Buy a Financial Services Business
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:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
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.
