Scotch Plains, NJ
Not Disclosed
Cash Flow: $448,502
Financial Services Businesses For Sale
Industry Info
$700,000 Rev. Union County, NJ Pro
Scalable Personal Insurance Agency with Advanced Technology
Nashville, TN
$189,000
Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue
Anaheim, CA
$1,875,000
$300,000 Revenue – NE Hartford, CT Area CPA Practice for Sale
Connecticut
Not Disclosed
Cash Flow: $176,567
Accounting/ Tax Practice - Book of Business
Fort Myers, FL
$1,200,000
Established CPA Firm with Loyal Client Base in Central Florida
Florida
$1,450,000
Qualified Intermediary 1031 Exchange Firm
Not Disclosed
EBITDA: $4,259,325
Farmers Agency
Los Angeles County, CA
$499,000
North Central Nebraska CPA Practice for Sale
Garfield County, NE
$180,000
Leominster, MA CPA Tax Practice for Sale
Leominster, MA
$698,500
$16.5M EP Allstate Agency in Naples For Sale!
Naples, FL
$3,600,000
Accounting Practice for Sale in MA
East Longmeadow, MA
$375,000
South Kansas City CPA Practice For Sale
Jackson County, MO
$400,000
Elite Allstate Agency DFW Flower Mound, Texas Book Only
$810,000
Flower Mound, TX
East Valley AZ CPA Practice for Sale
Maricopa County, AZ
$620,000
Profitable Licensed Professional Tax / Business Service Co.
Oregon
$799,000
Paul Evans
Beehive Buisness Brokers
Serving Salt Lake County, UT
We are experts in all aspects of representing quality businesses for sale to interested, qualified buyers. We pride ourselves on being able to analyze businesses, value them, and represent them during the entire sales process. Through our many marketing channels, we are able to present the businesses we represent to virtually every person looking for a business. We then pre-qualify interested buyers and commit them to confidentially before presenting details about your business to them. Confidentiality is always a key component of all we do. We represent sellers from start to finish while they concentrate on running their business.
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Hampton Roads CPA Firm
Virginia
$450,000
$400,000 Revenue – NE Indianapolis, IN Tax Practice for Sale
Indianapolis, IN
Not Disclosed
Cash Flow: $257,404
$1.2M CPA Practice near Des Moines IA
Polk County, IA
$1,250,000
Tax & Bookkeeping Practice for Sale Orange County
Orange County, FL
$240,000
Profitable CPA Firm Netting $250K+
Tippecanoe County, IN
$458,300
Allstate Agency in Fairhope, Alabama
Fairhope, AL
$535,000
THIS. IS. THE. ONE. Check out this thriving Allstate agency!
Queen Annes County, MD
$1,425,000
Reasonably Relocatable Tax & Accounting Practice In Tippecanoe County
Tippecanoe County, IN
$136,109
Established Insurance Business For Sale
$695,000
Raleigh, NC
$3.9M+ EP Allstate Agency in Rocky Mount, NC!
Rocky Mount, NC
$1,270,000
Construction Lien Filing Service
Wayne County, MI
$125,000
West Houston CPA Firm For Sale
Harris County, TX
$315,000
Full-Service Tax Consulting and Preparation Business
Atlanta, GA
$245,000
North Dallas, TX Based Semi-Virtual CPA Practice for Sale
Dallas, TX
$2,845,000
Southeast Florida Allstate Agency For Sale!!
Fort Lauderdale, FL
$960,000
Farmers Insurance Agency – Established and Profitable
Bexar County, TX
$85,000
Established Farmers Insurance Agency-Mesa, Arizona
Mesa, AZ
$245,000
Jackson Hewitt Franchise For Sale
Derby, KS
$135,000
North OKC Metro CPA Practice For Sale
Oklahoma
$210,000
297-ATM Empire Generates $570K+ Annually
$1,596,600
Austin, TX
Northwest Metro Detroit Accounting, Audit, & Tax Practice
Michigan
$1,950,000
Elite 30+ Year Allstate Agency – Anchorage, Alaska Area
Anchorage County, AK
$3,700,000
$540,000 Revenue – Roswell, GA Virtual Tax Practice for Sale
Roswell, GA
Not Disclosed
Cash Flow: $250,000
Swiss Listed Investment Group
Geneva
$272,000,000
Vintage Swiss Trust Company Para-Banking License
Zug
$2,000,000
Swiss FINMA Regulated Trust Company
Geneva
$750,000
Anthem (Phoenix) Arizona EA Tax Practice for Sale
Maricopa County, AZ
$240,000
Kent County, Rhode Island CPA Firm for Sale
Kent County, RI
$850,000
Tom Cerniello
Total Business Brokers
Serving New York County, NY
Deal With Professionals – Get Professional Results! Total Business Brokers are a professional team of experienced Business Brokers specializing in the sale of small and mid-size businesses throughout the entire US. Our team has over 30 years of experience in a wide variety of industries. We are aware of the nuances that come with the sale of each unique business so that a seller’s business is valued at the maximum value according to lender-approved valuation methodology. In turn, buyers respect our firms’ market valuations and recognize that it will stand up to any necessary business appraisal for SBA financing. Total Business Brokers specializes in the representation of businesses throughout the entire US. Total Business Brokers works closely with our buyers and sellers through every step of the sales process including market valuation, due diligence, loan approval, escrow, and closing to make your transaction as seamless as possible. Ultimately, we are your business broker transition specialists; both buyers and sellers trust our firm to facilitate the transition into the next phase in their lives whether that is retirement, as a seller, or a buyer seeking to grow a business that already has an exceptional foundation and track record.
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Mississauga, ON CPA Audit Practice For Sale
Ontario
$620,000
Established tax business for sale, over 20 years in the area
Hudson, FL
$65,000
North Broward Well Established Accounting Firm For Sale.
$700,000
Broward County, FL
37yr Bail Bond Business In Downtown Houston
Houston, TX
$450,000
$2M NYC Niche Tax Firm
New York County, NY
Not Disclosed
Cash Flow: $2,000,000
Farmers Insurance Agency – Strong Book of Business
Bexar County, TX
$100,000
$3.4M EP Allstate Pro Agency in the Blue Ridge Mountains!
Boone, NC
$805,000
Mid-Coast Maine CPA Practice for Sale
Maine
$340,000
$5.2M EP Allstate Agency in Upstate NY!
Brockport, NY
$1,220,000
$8.2M Allstate Agency Near Seattle, WA!
Renton, WA
$3,400,000
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:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
Market Overview
| Number of Business Listings Analyzed | 936 |
| Median Asking Price | $500,000 |
| Median Reported Revenue | $430,000 |
| Median Reported Earnings | $210,000 |
| Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings. | |
Financial Services Business Valuation Multiples
| Range | Revenue | Earnings (SDE) |
| Lower Quartile | 1.02 | 1.81 |
| Median | 1.18 | 2.36 |
| Upper Quartile | 1.46 | 3.13 |
| Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price. | ||
Read the Report:
Financial Services Business Valuation Benchmarks
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.
