Dallas County, TX
Financial Services Businesses For Sale
Industry Info
Allstate Agency in Dallas County
Unique Errors & Omissions Insurance Brokerage For Sale ( Remote )
Pennsylvania
Hospitality Inventory Services
Indianapolis, IN
Established Farmers Agency – Strong Base, Attractive Market!
Utah County, UT
Utah County Tax & Accounting Practice for Sale
Utah County, UT
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
Bitcoin OTC Desk - $300K EBITDA/Month
Austin, TX
Turnkey Business Consulting Territory
$55,000
Pinellas County, FL
A Legacy of Excellence. A Future of Exceptional Growth.
Alpharetta, GA
Northwest Charlotte Tax and Accounting Practice For Sale
Mecklenburg County, NC
Zaihua (Daniel) Hu, MBA, CEPA, CABB, IBBA
CURB
Serving Los Angeles County, CA
Daniel Hu is a Los Angeles-based Business Broker, Certified Exit Planning Advisor (CEPA), and Capital Strategy Advisor with 20+ years of experience in corporate strategy, M&A, cross-border business development, brand expansion, and capital planning. Daniel works with small to mid-sized business owners, entrepreneurs, buyers, and investors to support confidential business sales, acquisitions, exit planning, business valuation, financing coordination, and capital strategy. His work focuses on helping owners answer a critical question: should they grow, sell, recapitalize, acquire, or prepare for a future capital market opportunity? With an MBA from USC Marshall School of Business and an early background in industrial automation, Daniel brings a practical mix of operational, financial, and transaction experience. He previously led high-performing product and revenue teams at a publicly traded e-commerce company with more than $300M in annual revenue, launched consumer brands, and structured cross-border distribution partnerships. As a CEPA, Daniel helps business owners think beyond the transaction by aligning business value, personal goals, financial readiness, and market timing. For owners seeking an exit, he provides confidential business valuation, buyer screening, negotiation support, and transaction coordination. For owners seeking growth, he helps evaluate acquisition strategy, financing options, capital planning, and IPO readiness. Licensed in real estate and mortgage lending, Daniel provides integrated support for business transfers, commercial property considerations, and acquisition financing. His bilingual English/Chinese capabilities and strong ties in both U.S. and Chinese business communities make him a valuable partner for clients seeking local execution with global perspective. Crestory Capital focuses on business brokerage, exit planning, capital strategy, and IPO advisory for qualified companies.
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Calabasas, CA CPA Tax Practice for Sale
Los Angeles County, CA
Eastside Seattle CPA Practice for Sale
King County, WA
Gulf Coast CPA Firm With 40%+ Cash Flow Margins
Mississippi
UNDER CONTRACT: Insurance Consulting! 80% Recurring Revenue!
SBA LOAN ELIGIBLE
Monmouth County, NJ
$7.3M EBITDA Auto Finance Platform in South Carolina
REAL ESTATE INCLUDED
South Carolina
** Sale Pending** -- Parker CO CPA Practice for Sale
Parker, CO
Central Labrador (NL) - Established Franchise
Newfoundland and Labrador
Fast-growing energy consulting company with government contracts
Washington
Turnkey Business Consulting Territory
$55,000
Fulton County, GA
Allstate Agency in the Corpus Christi Area
Corpus Christi, TX
Los Angeles CPA Firm for Sale
Los Angeles, CA
Northwest Richmond Metro CPA Practice For Sale
Henrico County, VA
York County CPA Practice For Sale
York County, PA
Two-Partner CPA Firm for Sale in North Charlotte
North Carolina
North Bay, ON. CPA, Tax and Bookkeeping Practice for Sale.
Ontario
NW of Kansas City CPA Practice For Sale
Kansas
Raleigh CPA Practice For Sale
Wake County, NC
Well-Established CPA Firm in Bucks County, Pennsylvania
Pennsylvania
Southwestern IL Tax & Accounting Practice for Sale - #IL6399
Illinois
Established Business Brokerage
$98,000
Shasta County, CA
North of Atlanta Tax Practice For Sale
Georgia
Well-Established CPA Practice for Sale – Cleveland Suburb, Ohio
Cuyahoga County, OH
Plymouth, MA CPA Practice for Sale
Plymouth, MA
North Dallas, TX Semi-Virtual CPA Practice for Sale
Dallas, TX
Sale Pending - Mount Dora, FL Allstate Agency for Sale!
Mount Dora, FL
Tax & Acctg Practice- Long-standing, Turn-key!
Hancock County, ME
Commercial Vehicle Insurance Book of Business / 50% Seller Financing
Winter Garden, FL
20+ Year Established National Brand Tax Prep Business
Fort Collins, CO
Benjamin Lalezari
Realty Investment Advisors, Inc.
Serving Los Angeles County, CA
Realty Investment Advisors is a Southern California brokerage specializing in commercial real estate and business sales, with a strong focus on gas stations, car washes, convenience stores, and neighborhood markets. We represent buyers and sellers in both business-only transactions and sales that include the underlying property. Our experience spans major fuel brands and independent stations, as well as retail properties. Our buyer relationships include 7-Eleven, and we also represent Circle K operators seeking acquisition and expansion opportunities. We work with individual owner-operators, real estate investors, and established businesses with multiple locations throughout Southern California. We also help property owners secure financially strong tenants, including corporate operators and established family-owned businesses with multiple locations. These relationships allow us to connect owners with experienced tenants seeking long-term locations. We help clients evaluate opportunities, understand business and property economics, and navigate the details of a transaction. This includes lease terms, fuel supply agreements, franchise requirements, and coordination with lenders, escrow, and other transaction professionals. Based in Santa Monica, we serve Los Angeles County and the broader Southern California market. Whether you are selling a business, selling the business together with the property, seeking a strong tenant, or acquiring your next location, Realty Investment Advisors offers practical guidance and attentive service from the initial conversation through closing.
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Profitable $1.8MM CPA Firm with Staff for sale listing WI1134
Outagamie County, WI
Fully Licensed Brazilian Multiple Bank
Brazil
Turnkey Business Consulting Territory
$55,000
Union County, NJ
Turn-Key Established South Florida Insurance Agency | $1M+ Commissions
Miami-Dade County, FL
Allstate Agency in Tarrant County (Texas)
Tarrant County, TX
Insurance Agency in South Los Angeles, 30 years in business. Staffed
Long Beach, CA
Insurance Agency Allstate Captive 3 Locations LA Cty, Orange Cty, Rive
Santa Ana, CA
Lyon County Tax Practice For Sale
Lyon County, KS
Virtual Sacramento CA CPA Tax Practice for Sale
Sacramento County, CA
** SALE PENDING ** -- Southwest Colorado CPA Practice for Sale
Colorado
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 | 405 |
| Asking Price | $550,000 |
| Reported Revenue | $489,000 |
| Reported Seller's Discretionary Earnings | $220,500 |
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 | $997,000 |
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 | $262,299 | $132,890 |
| Median | $489,000 | $220,500 |
| Upper Quartile | $929,869 | $379,294 |
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 | 3.45 |
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 $997,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $489,000 and owners earn a median of $220,500, 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 3.45, 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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