Fort Bend County, TX
Financial Services Businesses For Sale
Industry Info
SW Houston CPA Practice For Sale
Full-Service Brokerage General Agency
$237,500 Revenue – Albuquerque, NM Tax, Accounting & Payroll Practice
New Mexico
Established Accounting Firm for Sale – South Florida
Broward County, FL
Windsor-Essex Region, ON – Cross-Border Tax & Accounting Practice
Ontario
Allstate Agency in North Augusta, SC
Aiken County, SC
Ville de Québec, QC Cabinet de CPA-Audit à vendre
Quebec
Montréal (QC) Cabinet de CPA-Tenue de livres à vendre
Montreal, QC
Full-Service Accounting Firm – Tax, Bookkeeping & Payroll Practice
Saint Cloud, FL
NE Georgia Tax Practice For Sale
Georgia
Winston-Salem CPA Practice For Sale
Davidson County, NC
North of Oakland County, MI Tax & Accounting Practice for Sale
Michigan
Prosperous CPA Company
North Dakota
275 Active ATM Locations Producing ~$500K Annual Cash Flow
$1,750,000
Duval County, FL
Sierra Vista AZ (Tucson area) CPA Tax & Accounting Practice
Cochise County, AZ
Erie/Niagara County Tax and Accounting Practice For Sale
Niagara County, NY
Craig A Barker
Coastline Business Advisors
Serving Bristol County, MA
Coastline Business Advisors is a multi-state, niche-market business brokerage firm focused on advising buyers and sellers on the acquisition and sale of small businesses. Coastline Business Advisors handles commercial real estate leases and sales through its affiliated companies, Boston Real Estate Advisors and Coastline Real Estate Advisors. Craig Barker founded Coastline Business Advisors for the purpose of providing professional business brokerage, business valuations, and intermediary services. The company is structured as a “boutique-style” firm, which allows for a more personal and creative customer approach. Focusing less on bureaucracy and management, and more on practical market knowledge and experience, approaches each relationship with tailored marketing and purchasing solutions. Above all, Craig values his personal commitment to fully service his clients through dedication to professional expertise, innovative solutions, and responsive collaboration. His exemplary performance and honest business dealings has led to long lasting relationships with significant repeat business and referrals from very satisfied customers. Coastline Business Advisors has offices in Massachusetts and Florida.
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Vancouver CPA Practice for Sale specializing in the film & TV Industry
British Columbia
$ 1.25 Million Revenue NE Indianapolis, IN Accounting & Tax Practice
Indianapolis, IN
Insurance Claims & Adjusting Company, High EBITDA, Reduced Price
North Carolina
Columbia, MD EA Tax Practice
Columbia, MD
NEW PRICE! Allstate Agency in Cedartown, GA
Cedartown, GA
Montgomery County Tax & Accounting Practice For Sale
Montgomery County, PA
Allstate Agency 35 years at Location Mega Agency
Modesto, CA
Stock Trading Membership Co | 5 Revenue Sources | 50% Seller Financing
Tampa, FL
ATM Portfolio: 230 Units | $350K Annual Cash Flow | Fully Managed
$1,700,000
Mobile County, AL
Immediate Profit center! Licensed Mortgage Broker Platform (NY/NJ/FL)
Bergen County, NJ
Southeastern New Mexico CPA Practice for Sale
New Mexico
$500K (REVENUE) Central Wisconsin – CPA Practice for Sale
Wisconsin
33 YEAR Tax Preparation Business
Rensselaer County, NY
$2.36M Rev – Specialized RIA Staffing Platform
Dallas County, TX
Allstate Agency in Southern New Mexico
New Mexico
Established Boutique CPA Firm with High-Net-Worth Client Focus
Florida
High Desert CPA Firm for Sale
Kern County, CA
Accounting Practice for Sale in Portland, Oregon
Portland, OR
Accounting Practice for Sale in Houston, TX
Houston, TX
Long-Established California ATM Business With Management in Place
$1,900,000
San Francisco County, CA
Virtual CAAS firm with 60% margin
Michigan
Southern California Firm Serving High-Net-Worth Clients
California
Accounting Practice for Sale in Northbrook, IL
Northbrook, IL
NEW PRICE! Allstate Agency in Chapin, SC
Chapin, SC
NW of Philadelphia CPA Practice For Sale
Pennsylvania
Bail Bond Business In Downtown Houston - Est 37 yrs
Houston, TX
Insurance and Accounting Firm with Book of Business | 20-Years
Dallas County, TX
Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre
Quebec
Sean Rollins
Transworld Business Advisors of Eastern NC
Serving Pitt County, NC
I specialize in listing Off-Market, Lower to Middle Market listings, the majority of which are not published on any of the business for sale websites. My wife and I own and run Transworld Business Advisors of Eastern NC, touching in and around over half of North Carolina's counties and with a team of 15 professional business advisors, many of which are licensed real estate agents. Our team has closed transactions up and down the east coast of the United States and prospers through a strong and trusted referral network of centers of influencers. In 2023, our team was recognized by the International Business Brokers Association with the Chairman's Circle Award for outstanding performance. We back our work with the strength of the Transworld Business Advisors network — the world leader in the marketing and sale of businesses, franchises and commercial real estate, with 45+ years in business, 10,000 businesses sold, 750+ advisors and 250+ offices worldwide, and a database of over 850,000 pre-qualified buyers. When a company owner needs to sell their business, they can’t just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld Business Advisors focuses on three core concepts: business brokerage, franchise consulting, and franchise development.
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Established La Crosse County CPA Practice For Sale
La Crosse County, WI
600k SDE Medical Billing company, Specialty Behavior Health Growing!
Ohio
Established Farmers Insurance Agency for Sale | North County San Diego
$260,000
Escondido, CA
York County CPA Practice For Sale
York County, SC
Allstate Agency in Southern Texas
Texas
Highly Profitable Check Cashing and Food Market
Hillsborough County, NH
Central Arkansas Client List
Arkansas
Scalable Ag Media & Grain Market Subscription Business #1980
Utah-Based CPA Peer Review Practice
Utah
Reasonably Relocatable CPA Firm in Affluent Detroit Suburb
Oakland County, MI
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 | 402 |
| 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 |
|---|---|---|
| $290,000 | $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 | $132,414 |
| Median | $485,000 | $220,000 |
| Upper Quartile | $931,442 | $380,393 |
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 | 1.99 |
| 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 $290,000 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 1.99 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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