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Financial Services Businesses For Sale

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Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

Lakeland, FL

20 straight years of rising income. Recurring revenue. Loyal clients. This tax & accounting firm is a rare find — high profit margins, streamlined systems, and a stellar reputation built over two...

$1,700,000

Cash Flow: $670,000

$1,700,000

Cash Flow: $670,000

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ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

Tampa, FL

Established ACA Health Insurance Agency - 800 Active Clients Generating $240,000 Annual Revenue This turnkey ACA health insurance book of business represents an exceptional opportunity to acquire...

$192,000

Cash Flow: $220,000

$192,000

Cash Flow: $220,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

New York, NY

? VERIFIED PROFITS — 100% REAL NUMBERS The photo you see? That’s the actual Manhattan outdoor location — netting $2,000+ every single month, fully verified by processor reports. This isn’t a “maybe.”...

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

Very profitable annuity boutique insurance agency

REAL ESTATE INCLUDED

Detroit, MI

This company has averaged $650,000 net for the past 2 years. This business has over 900 customers. They can be operated from anywhere in the country. This insurance agency primarily sells 10 year...

$2,600,000

Cash Flow: $650,000

$2,600,000

Cash Flow: $650,000

REAL ESTATE INCLUDED

296-Unit ATM Route: $570K EBITDA

Philadelphia, PA

This business consists of 296 ATM placements across the greater Philadelphia area. The portfolio generates approximately $685,000 in gross revenue and $570,000 in EBITDA annually. All revenue figures...

$2,000,000

Cash Flow: $570,000

$2,000,000

Cash Flow: $570,000

Top Business Tech-enabled M&A Firm - US Only - $100M+ Active Pipeline

California

Rare Opportunity to Acquire a Turnkey, Top-Performing M&A Firm with Scalable Platform. This is a rare opportunity to acquire a top-performing business tech-enabled M&A Firm, serving Sell-side business...

$2,795,000

Cash Flow: $640,000

$2,795,000

Cash Flow: $640,000

Lucrative Consulting Business

DuPage County, IL

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

Cash Flow: $160,456

$55,000

Cash Flow: $160,456

Multi-Revenue Stream Business Brokerage

Lafayette County, LA

Own a thriving business brokerage in the heart of Baton Rouge—one of Louisiana’s most economically vibrant and steadily expanding markets. This turnkey operation follows a proven and scalable business...

$67,500

$67,500

Turnkey Business Brokerage Opportunity

Rankin County, MS

Step into ownership of a turnkey business brokerage franchise backed by over 40 years of national brand recognition and success. Now available in the growing and opportunity-rich Jackson, MS market,...

$84,999

$84,999

Profitable Fintech Algorithmic Trading Software | $12.8M TTM Revenue

Clayton, NC

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

Cash Flow: $3,391,978

$7,785,000

Cash Flow: $3,391,978

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...

$714,000

$714,000

$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record

Fort Worth, TX

This Fort Worth-based ATM route includes 251 machines generating $387,072 in annual cash flow. The business has operated for over 15 years, with a focus on high-traffic locations and reliable site...

$1,354,752

Cash Flow: $387,072

$1,354,752

Cash Flow: $387,072

Lisa Nguyen

RE/MAX Professionals

Serving Jefferson County, CO

We are your local team with global reach! Website: theintlgroup.com Providing representation from around the world, we have the ability to service our clientele in any of the following languages: English, Korean, Spanish, Tagalog, Hindi, Punjabi, Mandarin and Vietnamese. Working with local and international investors, there is no deal too big or too small. We have experience on our team that stems across the real estate board from residential, residential luxury, commercial, land, development, leasing & business broker sales. Our primary objective is to service any deal whether big or small and to reach out to a larger community throughout the state. Due to the unique skill-set of the team, we are able to service a vast set of locations around Colorado. Our goal is to get through as many deals as possible, in a very efficient amount of time while providing top-level customer service to other agents as well as the investors, banks, and corporations that we work for. TEAM ACCOMPLISHMENTS: RE/MAX Chairman's Club Team 2020 | DMAR Platinum Team 2021 | RE/MAX Diamond Club Team 2021 + 2024 | RE/MAX Titan Club Team 2022 + 2023 | #1 Team at RE/MAX Professionals - Union Office 2021 + 2022 + 2023 +2024 | #9 Titan Team at RE/MAX Professionals - Entire Brokerage 2022 | #5 RE/MAX Titan Team- Entire Brokerage 2024 | 5280 Magazine 'Denver's Top Real Estate Producers 2023' - Black Diamond Award | AREAA A-List Teams 2022 + 2023 | DMAR Diamond Club Team 2023 + 2024 #3 Large team city winners

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Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring

Jacksonville, FL

This 209-location ATM route across Jacksonville generates over $33,500 in monthly revenue from transaction fees. Each machine produces approximately $160 per month, with established locations, vendor...

$1,406,160

Cash Flow: $502,200

$1,406,160

Cash Flow: $502,200

Lucrative Consulting Business

Hudson County, NJ

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

Cash Flow: $160,456

$55,000

Cash Flow: $160,456

Profitable Tax Business In Albany NY

Albany, NY

This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....

$250,000

Cash Flow: $100,000

$250,000

Cash Flow: $100,000

Established Business Brokerage – Prime Nashville Market

Nashville, TN

Here’s an exceptional opportunity to acquire an established business brokerage territory in the vibrant Nashville market. This turnkey operation offers a proven business model with multiple revenue...

$67,500

$67,500

150 ATMs. $360K Revenue. $288K Cash Flow.

Indianapolis, IN

This Indianapolis-based ATM route consists of 150 fully operational machines generating consistent, verifiable income. The business produces approximately $360,000 in annual gross revenue and $288,000...

$1,008,000

Cash Flow: $288,000

$1,008,000

Cash Flow: $288,000

Lucrative Consulting Business

Kootenai County, ID

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

Cash Flow: $160,457

$55,000

Cash Flow: $160,457

Established Business Brokerage - Strategic Georgia Market

Muscogee County, GA

This is an exceptional opportunity to acquire an established business brokerage territory in the dynamic West Central Georgia market. This turnkey operation offers a proven business model with...

$60,000

$60,000

Farmers Insurance Agency – Oceanside, CA

Carlsbad, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful Oceanside, CA. This high-performing agency generates $755,000 in annual revenue and has a strong, loyal...

$2,100,000

$2,100,000

Farmers Insurance Agency - For Sale

Clark County, NV

Farmers Insurance Agency for Sale – Las Vegas, NV Seasoned Agency | Profitable | Growth Opportunity An exceptional opportunity to acquire a well-established Farmers Insurance agency located in Las...

$225,000

$225,000

Established Pawn Shop Limited Competition Recession Resistant For Sale

St. Louis County, MO

“ Exclusive Opportunity Asking Price: $450,000 This includes the right to transfer ownership of license with FF & E. Inventory: Not Included-This will eliminate one of the variables for the...

$450,000

$450,000

Established 221-ATM Route Generating $424K+ Annual Cash Flow

Columbus, OH

This ATM route consists of 221 machines located throughout Columbus in high-traffic retail stores, gas stations, and entertainment venues. The business has been in operation for several years and...

$1,484,800

Cash Flow: $424,320

$1,484,800

Cash Flow: $424,320

Licensed Captive Insurance Company for Sale

Phoenix, AZ

Business Overview For sale: a fully operational captive insurance company — Bespoke Insurance Groups, located in Phoenix, Arizona (202 E Earll Dr., Ste 360, Phoenix, AZ 85012). This business...

$300,000

$300,000

Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential

San Antonio, TX

Profitable Farmers Insurance Book – $450K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $4.5M premium Farmers Insurance book of business generating $450,000 in revenue over the last...

$825,000

Cash Flow: $450,000

3

$825,000

Cash Flow: $450,000

Great ATM Route - SW Washington

Vancouver, OR

Southwest Washington Route in Vancouver, Longview, Kelso, and Iwalco with an average monthly mixed profit of over $11.000 as of 2025. The route includes 11 owned and loaded ATM's, which are owned by...

$375,000

Cash Flow: $132,000

3

$375,000

Cash Flow: $132,000

297-ATM Empire Generates $570K+ Annually

Austin, TX

This established ATM network consists of 297 machines operating across the Austin area. The business has been in operation for 15 years and is currently generating approximately $47,500 per month in...

$1,596,600

Cash Flow: $456,192

$1,596,600

Cash Flow: $456,192

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

Adams County, CO

Opportunity Is Knocking – Step Into a Thriving Insurance Agency! This well-respected agency has built a legacy of excellence and trust, providing a full suite of Personal, Commercial, and Life...

$925,000

Cash Flow: $373,210

$925,000

Cash Flow: $373,210

Established Agency for Sale - Turn Key

Sandpoint, ID

Are you seeking an established business in Idaho? This thriving agency offers an excellent entry point into the insurance industry. With a strong foundation across Commercial, Life, Property, and...

$152,000

2

$152,000

Established Insurance Business For Sale

Raleigh, NC

Well-established independent insurance agency serving individuals, families, and businesses with a strong reputation for integrity, transparency, and client-first service. The agency has grown...

$695,000

Cash Flow: $66,000

$695,000

Cash Flow: $66,000

North Broward Well Established Accounting Firm For Sale.

Broward County, FL

This very Established Bookkeeping and Accounting Practice; with approximately (525) 1040 clients and (385) corporate return clients, is for sale. This practice generates income from monthly...

$700,000

Cash Flow: $460,000

$700,000

Cash Flow: $460,000

Asset SaleEstablished Maryland Tax Firm — SBA Prequalified

Montgomery County, MD

Established tax practice in lower Montgomery County, MD with 10+ years of consistent, client-focused service. The firm serves individuals, estate fiduciaries, trustees, and small business owners and...

$1,450,000

$1,450,000

Asset Sale
Asset SaleAnniston Alabama Allstate Agency for Sale

Anniston, AL

Award-winning established Allstate agency located in Anniston, Alabama. This $6.4 million-earned premium agency boasts a preferred auto/homeowner customer base, presenting ample opportunities for...

$1,440,000

$1,440,000

Asset Sale
Asset SaleEstablished Mortgage Broker For Manufactured Housing

A specialized financial services business focused on providing financing solutions for manufactured homes on land and mobile homes in parks across multiple states. The company has built a strong...

$7,000,000

2

$7,000,000

Asset Sale
Asset SaleSide Hustle or Full Time Cost Reduction Business!

Suffolk County, MA

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$68,000

$68,000

Asset Sale
Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!

Irving, TX

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$45,000

$45,000

Asset Sale
Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!

Los Angeles, CA

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. Many current franchisees earning high 6 digit income...

$50,000

$50,000

Asset Sale
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Asset SaleYour Chance to Acquire a DFSA licensed entity in DIFC

Dubai

If you are moving to Dubai and want to work under the umbrella of the DFSA regulator, this is your opportunity to skip the multi-year application process. This company is in good standing with the...

$1,000,000

$1,000,000

Asset Sale
Start-upOwn one of the only franchised consumer loan companies in the US

If you are looking for a consumer finance lending franchise for sale, that provides all of the resources and support you need to succeed, look no further than KeyStone Financial. We are currently...

$50,000

6

$50,000

Start-up
Start-upSide Hustle or Full Time Bus Cost Analysis w/ BIG Profits from Home!

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$44,000

$44,000

Start-up
Start-upLet's Flip Houses Together

Start a Real Estate Investment Business — Without Risking Your Own Cash or Credit Our program is designed to help beginner investors launch a profitable real estate business using proven strategies...

$24,750

$24,750

Start-up
Start-up$1 for a Fully Automated Real Estate Investing Business!!

Are you looking for passive income? Would you like to invest in a hands-off opportunity FOR JUST $1 UPFRONT, where an experienced company handles everything from A to Z, and you simply receive 70% of...

$1

$1

Start-up
Start-upPrivate Equity - Real Estate Fulfillment & Investment Partnership

The REIBIZ deal-flow engine produces more opportunities than we can handle! Our private equity clients are looking to place capital into our SEC-compliant investment product…the issue is we do not...

$29,000

$29,000

Start-up
Start-upEarn $270K+ your first year with Farmers Ins, scale to $1M+ in 3 years

Step into an exciting opportunity to own and grow your own Farmers Insurance Agency in Northern California's North State region. As one of the most recognized and trusted names in the industry,...

Not Disclosed

4

Not Disclosed

Start-up
Turnkey Ins Agency – Sauk Centre, MN – $5K/Month Revenue

Sauk Centre, MN

Own a profitable insurance agency for sale in Sauk Centre, MN generating about $5,000 in monthly revenue with excellent client retention. This is a perfect entry point into the residual income,...

$90,000

$90,000

Cash Flow: $60,000

Profitable Accounting Firm in El Paso County, TX

El Paso County, TX

LISTING ID # 37155 A unique chance to acquire a well-established, profitable accounting practice in El Paso County, Texas. For over 10 years, this firm has built a strong reputation providing a full...

$650,000

$650,000

Cash Flow: $225,000

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

MOTIVATED SELLER – $2.5M Premium / $20K/Month Revenue – Stillwater, MN

Stillwater, MN

Turnkey insurance agency for sale in Stillwater, MN with $2.5 million in premium and about $20,000/month in revenue from a loyal, established client base in Stillwater, MN. This profitable book of...

3

$300,000

$300,000

Cash Flow: $200,000

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:

Pricing & Valuation Trends

Financial services businesses have seen steady growth over the last few years. In 2023, sold listings rose 19.9%, year-over-year, with an average sale price of $469,000. Multiples for the sector remain steady with 2023 seeing an average earnings multiple of 2.00 and an average revenue multiple of 1.47.

Year Median Sale Price Median Asking Price
2017 $252,500 $277,500
2018 $221,250 $247,000
2019 $300,000 $346,248
2020 $352,500 $360,000
2021 $413,625 $416,125
2022 $447,500 $512,500
2023 $469,000 $488,000


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.