Find out how much of the book leaves with the owner
Relationships here are personal; ask what retention looked like on any prior transition and weight the price toward recurring clients, not one-time engagements.
financial services for Sale
Similar businesses sell at 1.4x to 6.9x SDE. Compare live listings and connect with sellers.
25 results
Insurance Agencies
Insurance Agencies
Profitable Auto Insurance Franchise
Fort Lauderdale, Florida, United States
Fort Lauderdale, FL, US
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 thoroughfare in a prominent storefront location. This established business specializes in both standard and non-standard insurance products, including auto, homeowners, business, boat coverage, and ticket defense. The franchise holds appointments with top carriers such as Progressive, Star Casualty, United Auto, Ocean Harbor, Gainsco, Kemper, Legacy, Ascendant, Citizens, Foremost, Universal Property, AM Wins, and others—ensuring a broad product offering for diverse client needs. With $600K in net commissions after royalties and an owner benefit exceeding $200K in 2024, this is a lucrative opportunity for a motivated buyer. The business comes with experienced licensed staff who will remain with the new owner, ensuring a smooth transition and continued growth. The lease extends through 2030 with a monthly rent of $3,322. The buyer is responsible for the franchise training fee totaling $17,500. Franchise training is conveniently held in Miami. This turnkey operation is ideal for an entrepreneur seeking a reputable brand and proven income in a prime South Florida market. 220 LICENSE IS REQUIRED!
$1,300,000
$830,502Revenue
$135,189Cash Flow
Insurance Agencies
Other Financial Services
Insurance Agencies
+1
Established Allstate Agency – Grossing $900K / Netting $480K
New York, United States
NY, US
Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ? Net Profit: Approx. $480,000/year ? Policy Count: 2,575+ active policies ? Product Mix: 90% P&C | 5% Life | 5% Commercial ? Retention Rate: High client loyalty ? Location: Nassau, NY – Easily accessible and well-established office ? Staff: Experienced 3-person sales/service team, average tenure of 2+ years ? Technology: Fully digitized records, E-Agent management system ? Lease: 5-year lease at $2,900/month with 3% annual increases ? Real Estate: Option to purchase the building where the agency is located ? FFE Included: Furniture, fixtures, and equipment valued at approx. $50,000 This agency offers an exceptional return and solid foundation for continued growth. With strong brand recognition, stable earnings, a seasoned team in place, and real estate optionality, this is a perfect fit for experienced operators or first-time buyers seeking a plug-and-play opportunity in a high-demand region. ? Inquire today to receive the full information package and take the first step toward acquiring this top-performing Allstate agency.
$2,500,000
$900,000Revenue
$480,000Cash Flow
Accounting & Tax Practices
Other Financial Services
Accounting & Tax Practices
+1
Well Established East TN Bookkeeping/Tax Prep Practice
Knoxville, Knox County, Tennessee, United States
Knoxville, Knox County, TN, US
This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the practice's loyal clients. The practice is operated out of the home, so most clients provide their information electronically, lending itself to transfer to non-local buyers. Revenue is made up of approximately 75% bookkeeping/payroll (approximately 28 clients) and 25% tax prep (approximately 400 clients). Tax prep is approximately 70% individual returns, 25% Form 1040 Schedule C, and 5% for Forms 1120, 1120S, 1065, 1041 and 990.
$100,000
$61,653Revenue
$52,067Cash Flow
Insurance Agencies
Insurance Agencies
Extremely Profitable Franchise Insurance Agency
Miami, Miami-Dade County, Florida, United States
Miami, Miami-Dade County, FL, US
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 Standard/Non-Standard Insurance for Auto/Home/commercial/Boat & Ticket Defense. They have established appointments with Geico/Progressive/Star Casualty/United Auto/Ocean Harbor/Gainsco/Kemper/Legacy/Ascendant/Citizens/Foremost/Universal Property/AM Wins & more. This high-visibility location sits in a densely populated area with heavy foot and vehicle traffic, providing excellent exposure and walk-in potential. The agency enjoys a loyal client base and strong renewal income. This is a turnkey opportunity with trained staff in place, ongoing franchisor support, and low overhead. Ideal for a hands-on owner-operator with a 220 license is a must. Seller is willing to provide transitional support for 1 month. Don’t miss this opportunity to own a recession-resistant business in a growing community. 2024 Owner Benefit over 500k+with over $1.1 million in net commissions after royalties. $17,500 Transfer fee paid by the buyer. 220 license required!
$2,250,000
$1,925,552Revenue
$562,817Cash Flow
Other Financial Services
Other Online & Technology
Other Financial Services
+1
Fintech for digital and physical payment services and distribution
Confidential
Confidential
Based in Geneva, Switzerland, the company designs, delivers, and operates payment and distribution services for both digital and physical payment methods, including gift cards, Bitcoin cards, and mobile top-ups. With a Swiss banking license and a strong domestic market share, the key growth opportunity lies in expanding into other European countries.
$20,000,000
$34,800,000Revenue
$1,002,000Cash Flow
Market Snapshot
National transaction benchmarks for financial services businesses.
Under $500K
Median revenue$227k
Median cash flow$102k
Median sale price$200k
Multiple range1.4x - 2.5x
$500K to $2M
Median revenue$793k
Median cash flow$310k
Median sale price$875k
Multiple range2.1x - 4.0x
Over $2M
Median revenue$2.40m
Median cash flow$733k
Median sale price$3m
Multiple range3.7x - 6.9x
A variety of factors can cause businesses to trade outside this range, including earnings quality, operational transferability, key-person risk, growth trajectory, and geography, so a listing priced above or below the typical multiple usually reflects real differences in the underlying business.
What to know about financial services acquisitions
GW
Cofounder & CEO
Key diligence, valuation, financing, and transition considerations for buyers evaluating financial services acquisitions.
Confirm the licenses and carrier appointments transfer
A CPA firm, agency, or registered advisory carries credentials and appointments that may not pass automatically; verify what you must hold or re-apply for.
Separate recurring revenue from project revenue
Monthly retainers and renewing policies are worth more than seasonal tax work; get the split in writing.
Look hard at client and carrier concentration
A few large accounts or one dominant carrier can carry the business — and walk. Quantify the exposure.
Check compliance and liability history
E&O claims, regulatory exams, and audit findings are liabilities you may inherit; review coverage and open matters.
Plan for the transition of trust, not just the keys
Clients stay because they trust a person — negotiate a transition period, introductions, and non-competes.
Frequently Asked Questions
Answers to common buyer questions for this market.
Yes, recurring, high-margin revenue is exactly what lenders want. Expect scrutiny of client retention, the owner's role, and license transfer; a documented transition plan makes it far easier.