REAL ESTATE INCLUDED
Essex, MD
Financial Services Established Businesses For Sale
Industry Info
Wonderful Laundromat Business Opportunity W Strip Center for Sale
Pennsylvania Ecological Consulting Company
Pennsylvania
Tax Book of Business with 70% Virtual Clients (FL0919)
Pasco County, FL
Fresno CA CPA Practice for Sale
Fresno County, CA
Well Established Farmers Agency FOR SALE
Bexar County, TX
Bilingual CPA Practice/ Bilingual Cabinet CPA (Montreal West/Ouest))
Quebec
Established Farmers Insurance Agency - Northwest Houston
Houston, TX
Tax Practice TRM
New Ulm, MN
Highly Profitable Cincinnati CPA Firm Grossing $267k
Cincinnati, OH
Established 30-Year Insurance Agency for Sale | Strong Book of Busines
Miami, FL
Agoura Hills, CA CPA Practice for Sale
Los Angeles County, CA
Reasonably Relocatable Chattanooga Tax Practice
Chattanooga, TN
Established Farmers Insurance Agency Available (Need to Sell ASAP)
La Junta, CO
Profitable Farmers Insurance Agency with High Growth Potential
$650,000
Kansas City, MO
Property Tax Consulting Book for Sale
Dallas County, TX
Fast Flexible Financing Company For Sale
Broomfield County, CO
Dara Smith
Elite Collaborative
Serving Davidson County, TN
At Elite Collaborative we bring experience, expertise, and heart to the business brokerage world. As a team of dedicated and experienced brokers, we specialize in guiding entrepreneurs through the buying and selling of businesses of all magnitudes, from modest four-figure revenues to thriving multimillion-dollar enterprises. So what sets us apart? We have been where you are! We know what it's like to pour heart and soul into your business and Elite is here to help you make the next chapter a success, whether that's selling your business or finding your dream opportunity.
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NW Burlington County, NJ CPA Practice for Sale
Burlington County, NJ
Established Entertainment Industry Advisory Firm - Virtual
Sussex County CPA Firm for Sale
Branchville, NJ
Manchester Area CPA Firm (partial sale)
Manchester, NH
B2B Software Services Firm with Government & Institutional Client
Broward County, FL
Princeton CPA Firm
Princeton, NJ
Virtual CPA Practice for Sale
Teton County, WY
Professional Business Sales & Advisory Firm in Affluent CT Market
Greenwich, CT
Profitable Tax Business In Albany NY
$250,000
Albany, NY
Est. 40 year Tax, Accounting, and Payroll Practice $1,750,000 Revenue
Orange, CA
CPA Firm - Cloud Based (High Fees) (Semi-Virtual)
Essex County, MA
Northwest Richmond Metro Area CPA Practice For Sale
Henrico County, VA
Encino CPA Firm for Sale
Encino, CA
Rockford, IL Area CPA Tax and Accounting Practice for Sale
Winnebago County, IL
Established CPA Firm In Dc Metro With Three-Decade Client Relationship
Maryland
Reasonably Relocatable CPA Tax Practice Grossing $130k in Alexandria
Alexandria, VA
Consulting & Advisory Franchise – Business Brokerage Colorado Springs
Colorado Springs, CO
Virtual Bookkeeping, Controller & CFO Services Firm For Sale - $1M ARR
Oakland County, MI
Central Camden County, NJ CPA Practice for Sale
Camden County, NJ
Public-Sector Accounting Practice w/ Long-Term Subcontracting Revenue
$305,000
Dallas County, TX
Established Insurance Agency for sale with a well known brand
Dakota County, MN
CPA Practice - Primarily Tax, Seller Financing
Salt Lake County, UT
South of Little Rock CPA Practice For Sale
Arkansas
Bucks County, PA CPA Firm for Sale
Bucks County, PA
Northeastern Oklahoma CPA Practice For Sale
Oklahoma
Audit And Assurance Firm In British Columbia With 65%+ Cash Flow
British Columbia
North Tallahassee, FL Area – CPA Practice for Sale – $300K Revenue
Florida
Talladega County, AL CPA Practice for Sale
Talladega County, AL
Frank Haverkamp J.D.
Sunbelt Business Advisors, Inc.
Serving Douglas County, NE
Whether you are ready to sell your business or are looking to buy a business, Sunbelt of Nebraska is a good match for you. As part of the largest business brokerage network in the world, we are a vital partner, successfully guiding you through your business sale or acquisition process. We know that helping clients sell or buy a business is really all about solving the problems that will arise. Sunbelt of Nebraska is the best choice to serve as a key component to your team of trusted advisors. The team can assist you in positioning your company for sale with an emphasis on confidentiality. As the largest business brokerage in Nebraska, we have listed and sold hundreds of businesses over the last ten years, outperforming all competitors combined. Our team of professionals has one of the highest closing percentages in the business brokerage industry. Simply speaking, our team successfully closes pending deals more often. The sale or acquisition of a business is a complicated matter and without the proper guidance, many deals hit obstacles that often cannot be overcome. We know that selling or purchasing a company is perhaps one of the most difficult decisions you will make, so let our team of specialists assist you in this critical process. We can bring forward key considerations so that, in cooperation with you, we are able to arrive at a proper valuation for your company. Our significant knowledge and expertise allows us to arrive at the most appropriate asking price for your business. In addition, it is important that you are able to continue to run your business on a daily basis rather than to become overwhelmed by a potential sale. The Sunbelt team can attend to the business of marketing your unique business while you concentrate on protecting profits. Knowledge and understanding are critical stepping stones to a smooth and successful sale. Our team is completely comfortable with all aspects of the buying or and selling process.
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Profitable PB Bookkeeping-14 Yrs-Recurring Clients
Palm Beach County, FL
Virtual CPA Audit Firm $1,100,000 Revenue For Sale
Independent Insurance Agency
$4,200,000
Iowa
Diversified Insurance Brokerage with Recurring Revenue
Virtual Ready Tax, Accounting, Payroll Practice SW Colorado $210k Rev
Colorado
Own a Top Consulting Advisory Biz - the Business of Selling Business
Burlington, VT
Established SW Metro CPA Practice - $229K Revenue
Scott County, MN
Northeast Denver Metro Area Practice for Sale
Colorado
Established ATM Route in Northern Colorado - $39K Cash Flow
Longmont, CO
Bellingham, WA CPA Practice for Sale
Whatcom County, WA
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 | 403 |
| Asking Price | $563,750 |
| Reported Revenue | $485,000 |
| Reported Seller's Discretionary Earnings | $218,167 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $292,500 | $563,750 | $1,005,000 |
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 | $132,875 |
| Median | $485,000 | $218,167 |
| Upper Quartile | $940,000 | $379,074 |
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 | 2.00 |
| Median | 1.25 | 2.57 |
| Upper Quartile | 1.55 | 3.44 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $563,750, though prices range from under $292,500 to well over $1,005,000.
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 $218,167, 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 3.44, 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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