Bradenton, FL
$230,000
Financial Services Businesses For Sale
Industry Info
Franchised / Fast growing / General Insurance Company
Medford, OR CPA & EA Practice for Sale - Motivated Seller
Jackson County, OR
$445,000
Certified Public Accounting (CPA) Firm
4 Y/O Fintech White Label Software Provider
Singapore
$2,040,000
Commercial & Personal Accounting Company For Sale!
Middlesex County, MA
$300,000
Jackson / Humboldt, TN Area (Madison County) Accounting & Tax Practice
Madison County, TN
$165,000
West of Nashville, Tennessee Tax & Accounting Practice for Sale
Dickson County, TN
$800,000
Knoxville, Tennessee Tax & Accounting Practice for Sale
Knoxville, TN
$165,000
Hard Money Lending Business - Well Established with Great Books, Tampa
Hillsborough County, FL
$5,000,000
Carson City NV Tax & Bookkeeping Practice for Sale
Carson City County, NV
$695,000
CPA Firm with Premier Tax Strategy Services With 70% Cash Flow!
North Carolina
$1,100,000
Montreal, QC, Bilingual Bookkeeping, Tax and Consulting Practice
Quebec
$3,200,000
Allstate Agency in New Orleans, Louisiana
New Orleans, LA
$550,000
Downtown Dallas, TX CPA Practice for Sale
Dallas County, TX
$350,000
Full Service CPA & Financial Advisory Firm
Connecticut
ELITE Allstate Agency NW of Atlanta, Georgia
Cobb County, GA
$599,000
Jim Albertson
Green & Co. Business Brokers
Serving Sarasota County, FL
The Green & Co. Difference -We don't just list a business for sale and hope a buyer comes along. We actively search for buyers for all of our listings. -We pride ourselves on going above and beyond when communicating with our sellers. One of the biggest complaints that we hear from business owners who have previously listed with another company is that they were listed and never heard from their broker again. We ensure regular and open communication. -We have an extensive buyer database of buyers who are waiting for the right business to come on the market. -We do more than just confidentially market our listings on the popular consumer websites and our central MLS, we use the best marketing tools and methods in the industry. -Confidentiality is king, so we screen and pre-qualify every potential buyer. It is our goal to make the process of either buying a new business or selling your current business as smooth and efficient as possible. We know how important confidentiality is to our sellers and we treat it with the utmost importance. Creating a win-win outcome for all parties involved is what we believe makes or breaks a deal. We use our knowledge and experience in the business industry to your advantage. As a result, our clients always come first. We pride ourselves on being responsive, communicative and hard-working. We have a "whatever it takes" attitude, and that is truly how we approach each and every business transaction that we help with.
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Reasonably Relocatable Accounting Practice In A Popular Cleveland Burb
Cuyahoga County, OH
$148,344
Allstate Agency North of Columbus, Ohio
Franklin County, OH
$499,999
ELITE Agency in Columbus, Ohio
Franklin County, OH
$1,600,000
$200K (Revenue) Brooklyn, NY - Tax Practice For Sale
Brooklyn, NY
Cash Flow: $95,651
Lucrative SW Chicago Suburb Firm For Sale Located In Popular Suburb!
Cook County, IL
$788,400
$160K Revenue Houston, Texas – Audit Firm For Sale
Harris County, TX
Cash Flow: $128,500
Profitable Insurance Agency franchise
Bradenton, FL
$230,000
Highly Profitable Financial Services & Consulting Firm | TURNKEY
Sacramento County, CA
$1,400,000
Allstate Agency NW of Cincinnati, Ohio
Butler County, OH
$450,000
Ketchum-Sun Valley, ID Area (Blaine County) CPA Practice
Blaine County, ID
$316,000
Allstate Agency over 40 years
Stockton, CA
$850,000
Allstate Agency in the Queens, New York area
Queens County, NY
$1,300,000
$345,000 Revenue - Kent, WA - Tax, Accounting & Payroll Firm
Kent, WA
Cash Flow: $279,362
Thriving Accounting & Tax Firm – Ready for New Ownership!
Coral Springs, FL
$175,000
ELITE Allstate Agency near the Charleston, SC Area!
Charleston County, SC
$899,000
Profitable Accounting Firm with 15+ years in Phoenix - SALE PENDING
Phoenix, AZ
$1,016,250
(Price Improvement!) 35+ year Allstate Agency NW of Philadelphia
Berks County, PA
$615,000
Highly Reputable CPA Firm in Central, KY
Fayette County, KY
$600,000
$1,350,000 Northern Colorado Area Tax and Accounting Practice For Sale
Colorado
$1,800,000
Virtual Covina, CA CPA Practice for Sale
Los Angeles County, CA
$3,000,000
Northern Minnesota Based Accounting Firm – $560,000 2024 Revenue
St Louis County, MN
$600,000
(PRICE IMPROVEMENT!!) Farmers Agency North of Denver!
Adams County, CO
$999,999
High Profit Margin Title and Escrow Business Gulf Coast Area
REAL ESTATE INCLUDED
Alabama
$5,500,000
Philadelphia Area (Bucks County) Tax and Accounting Practice
Bucks County, PA
$700,000
Amazing Michigan ATM route - 17 ATMs - $218k/year SDE $650,000
Battle Creek, MI
$600,000
Thriving Virtual Niche Accounting Firm with Clear Path to Scale!
Texas
$795,000
Established CPA Firm Located North of Durham For Sale!
North Carolina
$1,500,000
Independent Flood Insurance Adjusting Company
Denis Mezheritskiy
ROI Advisors, Inc.
Serving Norfolk County, MA
ROI has offices in the Atlanta, Boston and Hartford Suburbs and in addition we have brokers in NH who work from their homes. We have sold businesses and real estate in over 30 states to date. We operate two divisions. A Main Street division to help our clients buy and sell businesses with a value of under a million dollars and an M&A division that represents companies with values between one million and twenty five million dollars. We sell a very high percentage of our engagements and have proprietary systems designed to get our clients the highest sale price and the best terms. Please contact us today for a no obligation fact finding meeting. ROI has been in business since 1997 and has many satisfied client references.
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P2P Cryptocurrency Service Provider w/New Price #926
Saint Louis, MO
$700,000
South Ft Worth
Fort Worth, TX
$515,000
Elite Agency for Sale in Atlanta, GA!
Atlanta, GA
$4,800,000
Law Office and Title Insurance Agency
Chester County, PA
$100,000
Ontario, CA CPA Practice for Sale
San Bernardino County, CA
$1,600,000
Oakland, CA CTEC Practice for Sale
Alameda County, CA
$160,000
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.
