Financial Services Businesses For Sale
Industry Info
Virtual CPA Firm Serving KY/OH/IN Clientele
Seamless Success: Take the Lead of PRO achievement Allstate agency!
Charlotte, NC
Established Allstate Insurance Agency for Sale – Strong Renewal Income
Montgomery County, PA
West of OKC CPA Practice For Sale
Oklahoma
Accounting Practice for Sale in Northern, Maryland
Cecil County, MD
Mobile, AL Tax & Bookkeeping Practice- Saved
Mobile County, AL
Audit & Consulting Firm for Sale $3,500,000 Revenue – SW United States
Tulsa Area CPA Firm
Tulsa, OK
Accounting (CPA) Firm South of Madison Now Available!
Dane County, WI
Full Service Fiduciary Practice
Yavapai County, AZ
Boston/South Eastern, MA Practice Clients for Sale
Massachusetts
Sandpoint, ID Tax Practice for Sale - #ID6380
Sandpoint, ID
Greater Knoxville Area CPA Firm
Tennessee
Flexible Business Coaching Business
$39,500
Seattle, WA
Profitable Twin Cities CPA Practice Listing MN1117
Hennepin County, MN
Allstate Agency in Dallas, Texas
Dallas County, TX
John Dalton
Transworld Business Advisors - Morris County
Serving Morris County, NJ
Founded in 1979, Transworld Business Advisors (TBA) is the largest business brokerage firm in the world, with more than 1,000 brokers operating across 220+ offices in 20+ countries. TBA specializes exclusively in business brokerage, mergers & acquisitions, and franchise consulting — helping business owners sell, and helping entrepreneurs buy or grow, businesses of all sizes and industries. With over four decades of experience, Transworld has built one of the largest networks of buyers and sellers in the industry, giving clients access to a global marketplace, sophisticated valuation and deal-structuring expertise, and a confidential, professional sale process from listing to close. Locally, Transworld Business Advisors of Morris County is led by John Dalton, Managing Director. John brings over 30 years of senior finance experience from Fortune 50 companies (AT&T, American Express, AIG) and Big 4 firms (Deloitte, PwC) — a C-suite/Big 4 background that differentiates him from typical brokers in the market. He also holds an NJ real estate license. John's approach reflects the scale and credibility of the Transworld network combined with hands-on financial rigor: rigorous valuation methodology, professional deliverables, and a commitment to serving both buyers and sellers even-handedly — financial expertise clients can trust on both sides of the table. Through Transworld, John taps into a worldwide inventory of active listings and a vast buyer network, while providing Morris County business owners the personalized, senior-level guidance of a seasoned CPA and former Fortune 50 finance executive and Big 4 M&A advisor.
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Real Estate Financial Services Firm
Eastern Iowa (near Cedar Rapids) CPA Tax & Accounting Practice
Cedar Rapids, IA
Virtual San Diego Based Tax Practice for Sale
San Diego, CA
Tarzana CPA Firm for Sale
Tarzana, CA
Sherman Oaks Tax Practice for Sale
Sherman Oaks, CA
Murrieta CPA Firm for Sale
Murrieta, CA
Folsom Tax Practice for Sale
Folsom, CA
Bingham Farms, MI CPA Tax & Accounting Practice
Bingham Farms, MI
Scalable Business Consulting Business
$95,000
King County, WA
South St Louis County CPA Firm
St. Louis County, MO
Well-Established CPA Practice - NW Indiana
Porter County, IN
Fayetteville EA Firm
Fayetteville, AR
Virtual CPA Firm with a Self-Sufficient Remote Team
North Carolina
Arizona CPA w/Long-term seller support
Fountain Hills, AZ
South Central NC CPA Practice For Sale
North Carolina
Self-Sufficient CPA Firm For Sale with 30 Annual Owner Hours
Virginia
Exceptional Investment Opportunity – Award Winning Univista Ins. Agenc
Crossings, FL
Established insurance agency - 40 years in business
Staten Island, NY
Northshore Chicago, IL CPA Practice for Sale
Cook County, IL
Established Business Brokerage
$89,000
San Diego County, CA
Saline County CPA Practice For Sale
Saline County, KS
Turnkey ATM Business
Des Moines, IA
Relocatable Allstate Agency – Established, Profitable & Diverse Client
Illinois
San Dimas, CA EA Practice for Sale
Los Angeles County, CA
Western Slope CO CPA Practice for Sale
Colorado
Allstate Agency in Dallas County
Dallas County, TX
Unique Errors & Omissions Insurance Brokerage For Sale ( Remote )
Pennsylvania
Hospitality Inventory Services
Indianapolis, IN
Don Smith
Sunbelt Business Brokers
Serving Jefferson County, AL
Don Smith is a Professional Business Broker and President of Sunbelt Business Advisors in Birmingham, Alabama. Don is committed to a work ethic focusing on integrity and professionalism to achieve your ultimate goal of either selling an established business or purchasing a business to meet your specific requirements. After 25 years in the corporate world Don opened the Sunbelt Office in 2001. Since then Don and the Sunbelt team have managed the sale of hundreds of companies from very small businesses to companies with revenue in the millions. Don has provided Business Broker and merger and acquisition adviser services to privately held business throughout the state of Alabama. Don holds a Real Estate license in the State of Alabama. A graduate of The University of Alabama Birmingham, Don’s business career has spanned 40 years and includes starting and building a successful distribution company, as well as extensive experience in the mergers and acquisition field. Don and all of the Sunbelt Team are committed to helping you reach your goals, whether you’re selling or buying; “We are here to help.” Associates- Full staff of Brokers with experience in all areas including construction, distribution, manufacturing, business services and retail. Our associates include a Licensed Real Estate Broker and a Certified Public Accountant.
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Established Farmers Agency – Strong Base, Attractive Market!
Utah County, UT
Utah County Tax & Accounting Practice for Sale
Utah County, UT
Turnkey Business Consulting Territory
$55,000
Pinellas County, FL
Troy, MI CPA Tax & Accounting Book of Business
Troy, MI
$310,000 Revenue – Marin County Tax and Accounting Practice
Marin County, CA
A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency
Chapel Hill, NC
Regional Municipality of Waterloo Full-Service CPA Client List
Ontario
North Hills, CA Tax & Bookkeeping Book of Business for Sale
Los Angeles County, CA
CPA Practice for Sale West Palm Beach, FL $760,000 Revenue
Palm Beach County, FL
Huntington-Ashland Tri-State Area of WV CPA Practice for Sale
West Virginia
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 | 404 |
| Asking Price | $550,000 |
| Reported Revenue | $485,000 |
| Reported Seller's Discretionary Earnings | $220,250 |
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 | $997,750 |
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 | $260,347 | $132,621 |
| Median | $485,000 | $220,250 |
| Upper Quartile | $930,656 | $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 | 1.54 | 3.46 |
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 $997,750.
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 $220,250, 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 1.54, with a median of 1.25. Earning multiples range from 2.00 to 3.46, 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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