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Other Financial Services Established Businesses For Sale

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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

Tri-Cities Area CPA Practice

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

Allstate Agency Ownership Opportunity – $7M Premium Book Available

Santa Clara County, CA

Opportunity to step into and operate an established Allstate insurance agency with up to approximately $7 million in premium volume. As a business broker who has built and sold businesses myself, I am...

$999,999

$999,999

22 year Allstate Agency in the Cincinnati, Ohio area

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,434 policies and an impressive 89.57% retention rate, reflecting long-term client relationships and consistent service. The agency...

$2,100,000

$2,100,000

Farmers Insurance Agency

Jackson County, OR

Established Agency for Sale 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...

$114,000

$114,000

Nationally Recognized Philanthropy Advisory Firm

Forsyth County, NC

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm...

$97,500

$97,500

Financial Services Referral & Lead Generation Business - #2027

TTM March 2026 Revenue: $2,623,000 TTM March 2026 Normalized EBITDA: $1,115,000 2025 Revenue: $2,125,000 2025 Normalized EBITDA: $926,000 Location: Remote Price: $5,330,000 • Scalable, remote, digital...

$5,330,000

$5,330,000

EBITDA: $1,115,000

Established Real Estate Settlement & Title services Company

REAL ESTATE INCLUDED

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

$2,100,000

EBITDA: $387,219

REAL ESTATE INCLUDED

Turnkey Independent Global Money Transfer Business

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$188,000

$188,000

$300K (Revenue) Naples, Florida – CPA Tax Practice For Sale

Naples, FL

OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Not Disclosed

Cash Flow: $242,452

Established Association Management Company

Texas

This company provides professional management services to professional organizations and non-profits (not HOAs or Condos). The business could easily be expanded with a full-time working owner and...

Not Disclosed

Not Disclosed

Cash Flow: $296,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

Northeast Dallas, TX (White Rock Area) CPA Practice for Sale

Dallas, TX

Desirably located in Northeast Dallas, TX, this well-established CPA practice offers a full range of tax and accounting/bookkeeping services and has earned a strong reputation in the community for...

$445,000

$445,000

Cash Flow: $180,100

Northeast Albuquerque (Uptown Area), NM CPA Practice for Sale

Albuquerque, NM

Desirably located in the Uptown area of Albuquerque, NM this highly reputable and well-established CPA practice produces annual gross revenue of approximately $451,000. The practice serves a stable,...

$496,000

$496,000

Cash Flow: $239,839

Dean Wiltse

Sunbelt Network of Utah

Serving Salt Lake County, UT

Sunbelt sells more privately owned businesses than any other business broker in the world. Our Sunbelt Network Utah office covers the entire state of Utah. Our managing Broker, Dean Wiltse, with a successful track record spanning over three decades in the business realm, Dean Wiltse is a highly experienced and versatile leader. His portfolio includes an extensive range of expertise from negotiating, steering turnarounds, guiding initial public offerings, and managing small to mid-cap mergers and acquisitions. His outstanding acumen in operational analysis, business planning, and preparing businesses for sale sets him apart in the industry. Mr. Wiltse's track record demonstrates a rare ability to handle businesses of all sizes, ranging from those with modest annual revenue below $100,000 to large enterprises generating over $100 million. In his earlier career, Mr. Wiltse distinguished himself by taking Greenfield Online (SRVY) public on NASDAQ. This marked a significant milestone by establishing the world's most extensive interrelation of global online consumer communities. As CEO, he propelled this tech startup into a globally recognized, publicly-traded consumer insight powerhouse. His tenure saw the establishment of the world's largest global E-commerce platform. Following the successful IPO, he spearheaded the acquisition of seven companies, including Ciao in Europe, acquired for $150 million. Greenfield Online was eventually bought by Microsoft for a substantial $480 million, incorporating Ciao into Bing to boost its global eCommerce technology, revenue, and consumer awareness. Through his leadership, Mr. Wiltse has materially impacted the financial status of numerous individuals and organizations. To date, over 10 founders and their families have become millionaires under his guidance, and his teams have generated over $780 million in market value for investors.

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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...

$2,500,000

$2,500,000

Cash Flow: $892,464

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$884,000

$884,000

Cash Flow: $351,456

Allstate Agency in Queens, New York

New Hyde Park, NY

Established Allstate agency opportunity in the Queens area featuring a strong, high-retention book of business. The agency generates $5,350,553 in premium across 1,965 policies, producing $534,000 in...

$1,150,000

$1,150,000

White-Label Merchant Services Agency: Own Recurring Residual Income

Collin County, TX

Build a recurring B2B income stream without inventory, employees, or a storefront. This opportunity is designed for professionals with sales, marketing, or existing business relationships who want to...

$49,000

$49,000

Cash Flow: $100,000

Own a Finance & Wealth Planning Agency !

Dallas, TX

This is an exceptional opportunity to establish and grow your own finance and wealth planning agency backed by industry-leading carriers and comprehensive support systems. Perfect for ambitious...

$1,999

$1,999

Portland CPA Practice

Portland, OR

• The owner is a CPA • This practice was established in 1989 • Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with...

$400,000

$400,000

Cash Flow: $197,800

Established B2B With Strong Deal Flow | High Growth &Recurring Revenue

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

$125,000

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

Allstate Agency in NE Fort Worth, Texas

Fort Worth, TX

Established 20-year book of business located in NE Fort Worth, operating fully remote with no physical location. This agency generates $3,143,641 in premium and $289,434 in revenue across 968 active...

$599,000

$599,000

Anderson County CPA Practice

Clinton, TN

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake, QuickBooks, and MS Office • Approximately $24,000 in annual revenue, via bookkeeping (12 clients) •...

$300,000

$300,000

Cash Flow: $190,000

Deep East Texas CPA Practice for Sale - Available after 4/15

Texas

This established and reputable CPA practice for sale in Deep East Texas has provided tax and accounting services to individuals and businesses in the region for over 30 years. With mixed, year-round...

$340,000

$340,000

ATM Route Business – 10 Machines, 8 Locations, Absentee

Arlington, TX

This is a turn-key ATM business for sale in Arlington, Texas, including 10 ATM machines placed at 8 active locations. The business generates approximately $30,000 in annual revenue. This is a simple,...

$67,000

$67,000

Cash Flow: $30,000

Allstate Agency in the Boston, MA Area

Boston, MA

Established Allstate agency in the Boston, MA area with a strong 12-year book of business. The agency generates $5,863,859 in premium with 76% retention. Producing $528,244 in revenue and $299,000 in...

$1,200,000

$1,200,000

Profitable Fintech Algorithmic Trading Software | $10M TTM Revenue

Kansas

PRICE REDUCED! Overview This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and...

$7,785,000

$7,785,000

Cash Flow: $2,495,906

Sherman Oaks CPA Practice

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

$2,800,000

Cash Flow: $978,690

Palatine, IL CPA Practice Clients for Sale - Available after 4/15

Palatine, IL

As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an...

$385,000

$385,000

Established Insurance Agency

Round Rock, TX

Established insurance agency located in the high-growth market of Round Rock, operating under Farmers Insurance since 2020. The agency generates approximately $80,000 in cash flow, providing immediate...

Not Disclosed

Not Disclosed

Cash Flow: $80,000

Montgomery County Tax & Accounting Practice For Sale

Montgomery County, TX

• The owner is looking to sell NOW before tax season is far along. Quick ROI! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue are...

$280,000

$280,000

Lucrative Consulting Business

$75,000 - Norfolk County, MA

$75,000

Norfolk County, MA

Greg Nowak

United Franchise Group

Central Gilmer County Tax Practice For Sale

Georgia

• Seller semi-retiring to other career. Available to assist buyer with transition as agreed after closing. • Meetings can be requested in portal and scheduled with owner after busy season. • 2026...

$175,000

$175,000

Northern Peterborough County Bookkeeping and Tax Practice For Sale

Ontario

Practice for Sale – Established Bookkeeping and Tax Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$800,000

$800,000

Cash Flow: $328,610

Established Business - Ready to Grow!

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $205,000 in dependable recurring revenue from renewals alone,...

$250,000

$250,000

Cash Flow: $80,000

Stock Traders Daily 16x Growth Expansion

San Diego, CA

16x growth is teed up - we need a little cash to get over the hump. Founder owns about 85%. Stock Traders Daily (since 1.12.00). Fintech firm - offering stock signals for 25+ years Institutional...

$7,500,000

$7,500,000

Cash Flow: $1,380,000

Allstate Agency in East Texas

Texas

This fully staffed and turnkey agency provides a strong multi-state footprint and immediate growth opportunity. With $20,017,695 in premium and $2,077,119 in revenue, the agency services 4,811...

$6,000,000

$6,000,000

$972,000 Revenue Virtual-Remote Accounting Bookkeeping Clients

*** THIS LISTING IS CURRENTLY SALE PENDING *** Overview - ABA Advisors represents this virtual accounting and bookkeeping practice / book of business that services a wide variety of clients...

Not Disclosed

Not Disclosed

Cash Flow: $207,108

Established Personal Lines Agency for Sale

Hayward, CA

Imagine stepping into a thriving insurance agency that's already built the foundation for your success. This established personal lines agency in Hayward offers exactly what you've been looking for -...

$135,000

$135,000

Cash Flow: $60,000

$280,000 Revenue – New Orleans, LA Area CPA Practice for Sale

Louisiana

Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help...

Not Disclosed

Not Disclosed

Cash Flow: $123,619

Charlie Kasko

Classic Properties

Serving Luzerne County, PA

Classic Properties is an independent real estate company, serving buyers and sellers in the greater areas of Scranton, Wilkes-Barre, The Poconos, Back Mountain, Wyoming County, and beyond. With 160+ real estate agents helping clients buy & sell houses in over 10+ PA counties, we take pride in our community commitment and knowledgeable realtors. Our locally-owned and operated real estate company provides exemplary service to every client, every day. And, we can prove it. With well over $1 Billion in Closed Sales Volume in the past 6 years, we’re proud to say the Classic name has been synonymous with the marketing of Northeastern Pennsylvania’s most valuable properties since 1983.

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CPA and Premium Bookkeeping Practice in Vancouver, BC

British Columbia

Alan Liverman is pleased to introduce: For sale: Established cloud-based CPA & premium bookkeeping practice (founded in 2002) Key highlights 350+ active clients; cloud-first operations Revenue mix:...

$2,975,000

$2,975,000

Cash Flow: $625,000

Santa Fe, NM CPA Practice for Sale

Santa Fe, NM

This well-established CPA practice is located in Santa Fe, NM and generates approximately $174,000 in annual gross revenue. The firm has been providing high-quality tax and accounting services to...

$174,000

$174,000

Cash Flow: $107,325

Great ATM Route - SW Washington

$375,000 - Vancouver, WA

$375,000

Vancouver, WA

100% Virtual Full Service CPA, Bookkeeping and Tax Practice for Sale

British Columbia

Alan Liverman is pleased to present an outstanding opportunity: A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Vancouver, Canada, with consistently exceptional...

$4,000,000

$4,000,000

Cash Flow: $785,000

9 year old Successful Income Tax Preparation with over 60+ clients

Elgin, AZ

This is an 8 year old upstart business with a great reputation in the community. There is great potential for client growth as Sonoita is a sought after place to live. Present owner did not do a lot...

$49,000

$49,000

Cash Flow: $50,000

Central Ontario Compilation, Bookkeeping, Accounting and Tax Practice

Ontario

Practice for Sale – Established Tax and Accounting Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$175,000

$175,000

Cash Flow: $79,281

Allstate Agency in the Plano, Texas area

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000

$550,000

Well established income tax preparation business. Loyal clientele.

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

$75,000

Cash Flow: $48,500

Legacy of Service: Buy a High-Retention Allstate Agency!

Pittsboro, NC

Founded with a vision to serve the growing Pittsboro community in Chatham County, this established Allstate Insurance Agency represents a remarkable success story of dedication, service excellence,...

$699,000

$699,000

Beaver County CPA Practice For Sale

Beaver County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to be consistent around $282,000! • Primarily a tax practice with loyal clientele...

$330,000

$330,000

Buy or Sell an Other Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed157
Median Asking Price$500,000
Median Reported Revenue$455,316
Median Reported Seller's Discretionary Earnings$206,554
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$257,000$500,000$1,000,000

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Other Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$251,723$128,008
Median$455,316$206,554
Upper Quartile$890,000$378,390

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Other Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.001.82
Median1.212.42
Upper Quartile1.763.12
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

How much does it cost to buy an Other Financial Service Business?

The median asking price for an established Other Financial Service Business is $500,000, though prices range from under $257,000 to well over $1,000,000.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $455,316 and owners earn a median of $206,554, which includes the owners salary and any other financial benefits they receive.

How do I value an Other 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 Other Financial Services Businesses, revenue multiples range from 1.00 to 1.76, with a median of 1.21. Earning multiples range from 1.82 to 3.12, with the median at 2.42. This means the typical Other Financial Service Business may ask for around 1.21 times its annual revenue, and 2.42 times its annual owner earnings.

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