Phoenix, AZ
Financial Services Businesses For Sale
Industry Info
Established Business Brokerage Franchise Opportunity – North Phoenix
Rochester (East Side Suburb) Tax and Accounting Practice For Sale
Monroe County, NY
Vista CPA Firm for Sale
Vista, CA
Accounting Practice for Sale in Manhattan
New York, NY
Western Queens Tax and Accounting Practice For Sale
Queens County, NY
High-End CPA Practice for Sale – Northeast Cincinnati Suburb, OH
Clermont County, OH
Individual Tax Practice for Sale – Eastern Houston Suburb, TX
Harris County, TX
Boise, ID CPA Tax & Accounting Practice
Boise, ID
Blount County Virtual Tennessee CPA Practice
Alcoa, TN
CPA Practice - Hernando County Florida - $365K Revenue
Hernando County, FL
Virtual CPA Practice Orlando FL – Tax and Bookkeeping $700K+ Revenue
Florida
Waco Area CPA Firm
Mclennan County, TX
Los Angeles CPA Firm for Sale
Los Angeles, CA
Lucrative Consulting Business
$55,000
Broward County, FL
Charlotte Tax Practice For Sale
Mecklenburg County, NC
Farmers Book For Sale
Las Vegas, NV
Debra Sawyer
We Sell Restaurants
Serving Orange County, FL
We Sell Restaurants is the nation’s largest business broker franchise focused exclusively on the sale of restaurants. With 20 years of experience, we have helped buy, sell and lease more hospitality locations nationwide than any other brand. We Sell Restaurants has carved an unparalleled niche in the industry as the nation's leading and only business broker franchise focused on restaurants. Formed over two decades ago, We Sell Restaurants is a vibrant and innovative company that operates in 45 states nationwide and delivers on the founder's vision to Sell More Restaurants Than Anyone Else. PERIOD. Our team achieves that mission by sharing a common set of core values that include: • We know that Every Day is Game Day and We Act Accordingly • We Treat Each Other, Our Clients and Internal Clients by the Golden Rule • We Act with Integrity and Only Make Agreements We Are Willing and Able to Keep • We Are the Brand and are Passionate about Sales Results • We Create a Customer Service Experience Worth Sharing With top-flight experience crafted over decades of selling restaurants, along with previous expertise working in small businesses and in senior leadership roles for a Big 5 Accounting firm and a major Fortune 100 company, We Sell Restaurants leadership has deep financial, branding and marketing experience in restaurants, and small and big business. This collective experience allowed them to take the fragmented brokerage market and build a specialized practice for selling only restaurants with a systemic approach never before seen in the industry. We Sell Restaurants has recruited an experienced leadership team with experience spanning decades in business brokerage, franchise sales and customer service and operations.
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Rocklin (Placer County) California CPA Practice for Sale
Roseville, CA
Profitable Tax & Insurance Business For Sale – Miami
Miami, FL
Suffolk County CPA Practice For Sale
Suffolk County, NY
Newton, MA CPA Practice for Sale - Reduced Price!
Newton, MA
Allstate Agency in Knox County
Knox County, TN
Senior Medical Care Management & Fiduciary Services
Peoria, AZ
South Hills - Pittsburgh Area CPA For Sale
Washington County, PA
Established ELITE Allstate Agency in the Long Island Market
Suffolk County, NY
Lucrative Consulting Business
$55,000
Hudson County, NJ
Lower Westchester County CPA Practice For Sale
Westchester County, NY
West Des Moines, IA CPA Practice for Sale
West Des Moines, IA
Established Tax & Bookkeeping Service since 2000
Accomack County, VA
Charleston, WV Area CPA Practice for Sale
West Virginia
Amazing San Antonio, TX 84 ATM Route - $315,000
San Antonio, TX
Outstanding Allstate Agency / Orange Cty, CA. Excellent Agency 21 yrs
Anaheim, CA
Check Cashing Sister Companies in Miami
Miami, FL
Established Allstate Agency in Northern Virginia
Fauquier County, VA
Established Tax Prep Business | High Repeat Client Base
Las Vegas, NV
Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000
Palm Desert, CA
Strong Performing Tax Franchise for Sale
$175,000
Suffolk County, NY
Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000
San Francisco, CA
Established Insurance & Financial Services Agency
Stearns County, MN
Profitable Tax Practice for Sale l Indianapolis Suburb | $639K
Indiana
Farmers Residential and Commercial Insurance Agency
York, PA
Well-Established CPA Practice - Northern Indiana
Indiana
Billings, MT CPA Practice for Sale
Billings, MT
Phelps County CPA Practice For Sale
Phelps County, MO
Virtual Roseville, California CPA Practice for Sale
Placer County, CA
Monte Perry
Auxano Capital
Serving Wake County, NC
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Turnkey CPA Practice – Northwest Indiana | $435K Revenue
Indiana
Boulder County CO CPA Practice for Sale
Boulder County, CO
275-Unit ATM Route With Contract-Controlled Cash Flow.
$1,400,000
San Francisco County, CA
Established Success: A Rare Opportunity For a Tenured Allstate Agency
Queen Anne's County, MD
Turnkey Independent Agency | Medicare Focused
Cook County, IL
Incredible NJ 48 ATM Processing Route - $265,000
Jersey City, NJ
Highly Profitable CPA Practice - NW Indiana Grossing $800k
Indiana
Highly profitable 13 ATM Michigan Route $90,000 Cash Flow - $300,000
Grand Rapids, MI
Amazing Philadelphia 168 ATM Portfolio - $1,750,000
Philadelphia, PA
Amazing Chicago ATM Processing Route $74k Net - $315,000
Abbott Park, IL
Buy or Sell a Financial Service Business
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
| Market Overview | Listings for Sale (Median) |
|---|---|
| Number of Businesses Analyzed | 404 |
| Asking Price | $550,000 |
| Reported Revenue | $485,000 |
| Reported Seller's Discretionary Earnings | $220,000 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $289,975 | $550,000 | $1,000,000 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $260,000 | $132,000 |
| Median | $485,000 | $220,000 |
| Upper Quartile | $929,869 | $379,294 |
Valuation Multiples
The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.07 | 1.98 |
| Median | 1.25 | 2.57 |
| Upper Quartile | 1.55 | 3.45 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $550,000, though prices range from under $289,975 to well over $1,000,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $485,000 and owners earn a median of $220,000, which includes the owners salary and any other financial benefits they receive.
How do I value a 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 Financial Services Businesses, revenue multiples range from 1.07 to 1.55, with a median of 1.25. Earning multiples range from 1.98 to 3.45, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.
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