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Financial Services Businesses For Sale

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Industry Info
North Central Wyoming Tax Practice for Sale

Wyoming

This well-respected and in-demand practice is located in a fast-growing, desirable community in North Central Wyoming. It services loyal, quality clients that will continue to provide referrals and...

$310,000

$310,000

NE of Pittsburgh PA CPA Firm for Sale

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • DISCOUNTED PRICING! 2026 gross revenues to be consistent around $110,000. • Service mix includes tax (86%)...

$115,000

$115,000

Cash Flow: $68,000

Northwest Oklahoma City OK CPA Practice for Sale

Oklahoma County, OK

• UPDATED INFORMATION NOW AVAILABLE!! • Owner looking to sell a portion of their practice and will be available for transitional help as agreed with buyer. • 2024 revenues arounf $1.1MM! • Service mix...

$1,125,000

$1,125,000

Profitable Accounting Practice-North Shore

Cook County, IL

Great practice with over 900 1040's, 500 1120's, and 200 miscellaneous returns. $$ Gross of almost $800,000 $$. Seller putting over $325,000 in pocket easily! One full time and one part-time staff...

$999,000

$999,000

Cash Flow: $350,000

Southern Colorado CPA Practice For Sale

Colorado

- Single-owner CPA practice - 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll - Cash flow to owner is 39% of gross revenue - Significant opportunity for...

$325,000

$325,000

Growing E-Commerce W2/1099 Tax Compliance Business

This well-established company provides employers and financial institutions with the ability to prepare and file the full range of IRS information returns and annual wage reports documenting payments...

$5,000,000

$5,000,000

Cash Flow: $1,029,730

Norman, OK Area Tax and Accounting Practice for Sale

Norman, OK

• UPDATED FINANCIALS! • 2022 gross revenues of $270,000! • Service mix includes tax (58%) and accounting (42%). • Staff available if needed by the buyer after closing. • Very strong owner cash flow! •...

$290,000

$290,000

Cash Flow: $200,000

Very Profitable Life Insurance Settlement Business For Sale In Texas

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

$5,500,000

Cash Flow: $2,100,000

Commercial Brokerage - Established - Profitable - Home Based

Mesa, AZ

Commercial Brokerage Business For Sale. Consistent Profitability and Sales Revenues for more than a decade, 95% Home Based, easily relocatable, designed as a simpler profitable operation with low...

$78,000

$78,000

Cash Flow: $93,000

Business Broker - Austin/Dallas/FtWorth /SA /Corpus Christi

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000

$150,000

Cash Flow: $100,000

White-Label Operating Licenses from a highly scalable Payroll Company
Asset Sale

San Juan

Asset Sale Opportunity: White-Label Payroll Operating Licenses Established payroll technology company offers white-label operating licenses for accounting professionals seeking to expand their service...

$5,000

$5,000

$620,000 Revenue Property/ Casualty Agency
Asset Sale

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Not Disclosed

Medicare Advantage Book - Greenville Cnty, SC #120713
Asset Sale

Greenville County, SC

MEDICARE ADVANTAGE INSURANCE BOOK - GREENVILLE COUNTY, SOUTH CAROLINA This established Medicare Advantage insurance book represents a premium acquisition opportunity in Greenville County, South...

$285,000

$285,000

Jackson Hewitt Franchise

$289,900 - Cedar Rapids, IA

$289,900

Cedar Rapids, IA

Licensed Captive Insurance Company for Sale
Asset Sale

Phoenix, AZ

This business specializes in providing tailored captive insurance solutions for businesses seeking greater control over risk, insurance costs and long-term savings. Why This Business Stands Out A...

$200,000

$200,000

Registered Investment Advisor
Asset Sale

Jacksonville, FL

Registered Investment Advisor (RIA) with a vision of investment management for business owners, family estates, individual investors, etc. The Firm is registered as an investment adviser and is...

$7,000,000

$7,000,000

Brent Bungard, Broker

Arthur Berry & Company

Serving Ada County, ID

Recognized as Idaho's leading Professional Business Brokerage Authority, Arthur Berry & Company specializes in Idaho Businesses for Sale, Idaho Commercial Real Estate sales and leasing, and Business Valuations. Since 1983, we have been helping owners of small businesses sell their companies as well as participating in large mergers and acquisitions of multi-million dollar entities.

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Established Tax Franchise | Exclusive Territory in Pembroke Pines
Asset Sale

Fort Lauderdale, FL

xceptional opportunity to acquire a well-established tax and accounting franchise with exclusive territory in Pembroke Pines, Florida, one of the fastest-growing and most dynamic markets in South...

$99,000

$99,000

Branded Insurance Agency Asset Sale
Asset Sale

Schenectady County, NY

HS Listing ID-69497 An excellent opportunity to acquire an established Insurance agency in New York, featuring a healthy, well-performing book of business and meaningful growth potential. The agency...

$700,000

$700,000

Pre-Revenue Fintech Platform Currently In Market Testing
Asset Sale

Philadelphia, PA

Unique opportunity to purchase a “ready to scale” subscription-based Financial Analytics Software Company with first product in market testing with clients. Cost-effective, easy-to-use software tool...

$500,000

$500,000

Southern Indiana Area Accounting Firm For Sale
Asset Sale

Indiana

The firm has a solid foundation with a diverse clientele base in both accounting and tax preparation. It boasts a loyal, long-term customer base, with growth driven primarily by referrals and word of...

$226,070

$226,070

Prime real estate in Bristol RI
Real Estate Only

Bristol, RI

Fantastic business opportunity. This property includes 500-502 Metacom Ave. there is an existing traffic light on Metacom Avenue to enter both properties . Could purchase separately price to be...

$3,470,000

$3,470,000

Office Building for Lease
Lease Only

Fresno, CA

– Well-maintained professional office building – Ample onsite parking – ADA-accessible entrance – Exterior signage opportunities – Landscaped surroundings – High-visibility location...

Not Disclosed

Not Disclosed

Turnkey Professional Office Building with Endless Possibilities
Real Estate Only

Prentice, WI

Exceptional commercial opportunity in the heart of the Northwoods! Constructed in 2008 as a financial institution, this impressive 4,722+/- sq. ft. building offers a level of quality, design, and...

$399,900

$399,900

Prime Wash Park Retail/Office Space for Lease
Lease Only

Denver, CO

This highly visible commercial space offers a fantastic leasing opportunity in Denver’s desirable 80209 zip code, right in the heart of the prestigious Washington Park neighborhood. Perfectly sized...

Not Disclosed

Not Disclosed

Jackson Hewitt Franchise - Tax Preparation

$607,000 - Waterloo, IA

$607,000

Waterloo, IA

Exceptional End Unit In Newbury Harbor - Excellent Visibility!
Lease Only

Newbury, NH

Position your business in the heart of highly desirable Newbury Harbor with this exceptional end-unit commercial space. Formerly utilized as a bank, this well-located property offers a versatile...

Not Disclosed

Not Disclosed

"(( RBOMN ))": Bank Property WI Vacant Hudson, WI
Real Estate Only

Hudson, WI

Banks lease will expire and they are leaving in October 2026. Lease option $12,000 NNN....

$1,550,000

$1,550,000

Executive Office Suite for Lease – Palisades Mill
Lease Only

Wakefield, RI

Executive Office Suite for Lease – Palisades Mill Elegant third-floor office suite located within the sought-after Palisades Mill complex in the charming village of Peace Dale/Wakefield. This...

Not Disclosed

Not Disclosed

Well Established CPA Firm in SLO CA
Real Estate Only

San Luis Obispo, CA

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong...

Not Disclosed

Not Disclosed

Consumer finance company ready to begin operations in Florida.
Start Up

AGREE FINANCIAL LLC - FLORIDA CONSUMER FINANCE STARTUP OPPORTUNITY Established in 2022, Agree Financial LLC presents a turnkey opportunity to acquire a fully licensed Florida consumer finance company...

$79,000

$79,000

How would like to be REWARDED for just helping? Big $$$
Start Up

"Imagine Helping 2 People and Watching $100s to $1000s Flow to You Weekly" Let's keep it real... Actually $300,000 minimum profit is just the beginning in year one. Most people wake up, go to work,...

$35

$35

Commercial Kitchen For Lease
Start Up

Located in the I-75 shoulder, these ghost kitchens see fantastic delivery demand from local residents in downtown and all of the surrounding neighborhoods.? A large outdoor parking space provides a...

$5,000

$5,000

Farmers Insurance Agency
Start Up

Own Your Future with a Farmers Insurance Agency Opportunity Step into business ownership with the support, brand recognition, and resources of Farmers Insurance through the Farmers Retail Program....

Not Disclosed

Not Disclosed

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 Analyzed405
Asking Price$550,000
Reported Revenue$489,000
Reported Seller's Discretionary Earnings$220,500
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$290,000$550,000$997,000

Market Financial Highlights

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

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$262,299$132,890
Median$489,000$220,500
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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.072.00
Median1.252.57
Upper Quartile1.553.45

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 $290,000 to well over $997,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $489,000 and owners earn a median of $220,500, 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 2.00 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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