Finance & Insurance Businesses for Sale in the United States | DealStream
Searching for finance and insurance businesses for sale in the United States? DealStream’s premier online marketplace connects you with top-rated insurance agencies, brokerage firms, mortgage lenders and financial advisory practices—all vetted and ready for acquisition. Leverage powerful filters by location, revenue and deal size to pinpoint the perfect opportunity, then connect directly with owners for a seamless transaction. Browse now to discover high-growth finance and insurance business investments and take the next step toward building your portfolio.
Showcased Deals
Licensed Fintech Institution W/Bank Of China Acct
(RMB ACCEPTED FOR THIS TRANSACTION) This is a one-of-a-kind opportunity to acquire a turn-key licensed Fintech Institution with ability to Accept VISA & Mastercard payments + Crypto Assets + Financing + Portfolio Management AND a Bank of China Bank Account with bank statement proofs of multi-Million...
Czech Crypto/VASP License – Ready-made or New.
Unlock seamless entry into the world of cryptocurrency with a Czech Republic-based Virtual Asset Service Provider (VASP) license. The Czech Republic boasting minimal requirements for obtaining a crypto license, no need for local substance, and no share capital requirements. Why Choose Our Services? Turnkey...
RWA driven company listed as OTCID
Business Launches Basic Market, In Major Structural Upgrade to U.S. OTC Equities Markets. This OTCID Co is in good conditions for publicly trade(listed) in USA. Actively engaging the advisory and devopment in Metaverse and RWA for the corporate clients. Welcome to explore any opportunities of partial...
All Matching Deals
45-YR Automotive Finance Business-Recurring Income
This well-established automotive finance company generates approximately $2,600,000 in accounts receivable and has a long, proven operating history. The finance business has been in operation since 1990, supporting a car dealership that has operated successfully since 1980, creating deep-rooted industry...
Buy a High-Retention Allstate Agency
Opportunity Knocks: Acquire a highly productive, established Allstate Agency strategically located in the booming Raleigh/Durham metropolitan area (Chatham County). This turnkey opportunity offers immediate scale, proven performance, and exceptional stability. At the heart of this success story lies...
Fully Staffed $10mm Allstate Agency
Imagine walking into your own thriving Allstate Insurance agency in Metro Atlanta – one that's already generating nearly $10 million in premium and showing no signs of slowing down. This isn't just another business opportunity; it's your chance to step into a well-oiled machine that's been carefully...
Prime Opportunity To Own A Tenured Allstate Agency
A rare opportunity to acquire a highly profitable, tenured Allstate agency in a prime North Central Florida location. This agency distinguishes itself through exceptional portfolio health, boasting super-strong retention and low loss ratios across all major product lines. As an "Elite" designated agency,...
Thriving Allstate Agency Ready For A New Owner
Thriving, well established Allstate agency ready for a new owner! Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate South Carolina that practically runs...
Prime Opportunity To Own A Tenured Allstate Agency
Discover the inspiring journey of a thriving Allstate insurance agency that has built its reputation on excellence and community trust in Aiken County. What began as a vision to serve local families and businesses has evolved into a remarkable success story, achieving the prestigious PRO performance...
THIS. IS. THE. ONE. Thriving Allstate agency
This is a high PRO achievement level performance agency, that is on pace for (high) PRO in 2026! $6.7mm earned premium P&C appointments in MD, VA, DE and DC 84% net retention rate 76% policy bundle rate Low loss ratios Licensed, seasoned, and experienced sales staff Great office location Lease...
Extremely Profitable Franchise Insurance Agency
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...
Profitable South Florida Precious Metals Dealer
Profitable South Florida precious metals dealer poised for growing reach and profitability. Trending to $8m in YTD 2025 revenue, with a second location opening January 2026. Strong competitive advantages including proprietary business management software, e-commerce features, diverse vendor relationships,...
Insurance Wholesale Brokerage Agency
Rare once in a lifetime Opportunity to own an Insurance Wholesale Brokerage Agency in beautiful sunny South Florida. Perfect Business for someone in the Insurance Industry, or looking to get into the industry as an agent. 250 Active Customers. 50 Active Carriers. Products vary from professional liability,...
Community-Focused Insurance Agency
Focused on delivering comprehensive personal insurance solutions targeting home and vehicle protection, this agency leverages modern technology and local referral networks to maintain steady growth. The business model emphasizes recurring revenue through sustained client engagement and renewal policies. Leveraging...
Czech Crypto/VASP License – Ready-made or New.
Unlock seamless entry into the world of cryptocurrency with a Czech Republic-based Virtual Asset Service Provider (VASP) license. The Czech Republic boasting minimal requirements for obtaining a crypto license, no need for local substance, and no share capital requirements. Why Choose Our Services? Turnkey...
Non-Standard Insurance Agency w/Multiple Revenue
Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant market gap and tailored products for the Hispanic community. By focusing on educating clients via personalized...
Vocational School and Insurance Claims Services
Founded over 10 years ago, the business has grown its core trade course offerings and expanded into insurance claims resolution services. The current owner works part-time and writes and teaches the courses to approximately 500 students per year. The business has a strong reputation in the community...
Small ACA Insurance Book of Business For Sale
Fully ACA-focused portfolio with 696 active members generating $433K in premium and $60K in annual commissions. Ambetter represents ~70% of total volume, with top-producing states including TX, FL, MI, OH, AZ, and TN. Buyers gain immediate bonus potential — even at one-third retention, estimated...
Automated E-Mini Futures Trading System
Business Description (Confidential – NDA Required) A U.S.-based single-member LLC is offering the exclusive acquisition of a fully developed, automated trading platform for the E-mini S&P 500 futures market. The system is not a concept or backtest — it is a live-proven, fully operational algorithmic...
Strategic Acquisition Opportunity of M&A Boutique
Established M&A Boutique Firm - Asset Sale Opportunity A rare opportunity to acquire the valuable assets of a successful boutique M&A advisory firm with nearly 25 years of operation in the thriving Southern U.S. market. Founded in 2002, this established practice has built a distinguished reputation...
RWA driven company listed as OTCID
Business Launches Basic Market, In Major Structural Upgrade to U.S. OTC Equities Markets. This OTCID Co is in good conditions for publicly trade(listed) in USA. Actively engaging the advisory and devopment in Metaverse and RWA for the corporate clients. Welcome to explore any opportunities of partial...
Large Independent Insurance Chain w/Franchise Mode
Invest in Success: Leading Independent Insurance Chain in the Southeast Explore the opportunity to acquire one of the Southeast’s premier Independent Insurance Agency Chains. This thriving business operates on a robust franchise model, offering both retail and shared office spaces across the states...
Surplus Lines Insurance Agency For Sale
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 has built a stellar reputation for serving an educated and licensed group of specialized professionals...
Mult Unit Tax & Financial Services
This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services industry. The offering includes two company-owned storefronts, both located in high-traffic retail...
A Remote-First Financial Services Firm
A high-margin, remote-first financial services firm that provides recurring and project-based bookkeeping, controller services, and strategic consulting. The business serves funded startups and professional service providers across the United States, United Kingdom, and Spain. Clients are primarily...
Auto Insurance & DMV Franchise- Growth Potential
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 reputation and a consistent customer base, this business generates over $600,000 in net profit annually. Revenue...
Six Year Old Delaware Corporation With Credit Line
* Six Year Old Delaware Corporation With Bank Account and Bank Credit Line * Capital Markets Consulting Firm * Annual Sales Over $300,000 * Corporation Only With Bank Account And Credit Line For Sale * 3,000 Shares Authorized
Ready-Made MSB Company Licensed in Canada/USA
The MSB is registered in Canada (licenced with FINTRAC), the US (licenced with FinCEN with option for state licensing if desired), other global entities include those in the UK, Nigeria, Kenya, and South Africa, incorporated between 2022 and 2023. The MSB has the ability to facilitate the lifecycle...
Tips for Buying Finance and Insurance Businesses In US
Understand Regulatory Requirements
One of the most critical steps when purchasing a finance or insurance business in the US is to thoroughly understand and comply with all regulatory requirements. These businesses are heavily regulated at both the state and federal levels, and failure to adhere can lead to penalties or even the loss of your business license. Conduct robust due diligence to ensure the company has a clean compliance record, and consult with legal professionals who specialize in financial regulations and insurance law to review all licenses, historical compliance reports, and pending regulatory issues.
Assess the Client Portfolio and Revenue Streams
Carefully examine the business’s existing client portfolio and its revenue sources. Finance and insurance businesses are valued heavily based on the predictability and diversity of their income streams. Review policy renewal rates, types of insurance or financial products sold, and the average client lifespan. A diversified, loyal customer base and recurring revenues from renewals or advisory fees indicate a healthy business. Always request detailed financial statements and verify retention rates to ensure the business’s cash flow is sustainable post-acquisition.
Analyze Technology and Operational Systems
Efficient operations and up-to-date technology are essential for success in the highly competitive finance and insurance sectors. Assess the company’s customer management systems, policy administration software, cybersecurity practices, and digital marketing strategies. Businesses lagging in technology may require significant investment post-purchase, while those with streamlined operations will provide a competitive edge from the outset. Consult with IT professionals during due diligence to audit the existing systems and identify potential upgrades needed to stay compliant and attract new clients.
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