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Financial Services Businesses For Sale

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Industry Info
Texas County CPA Firm

Texas County, OK

OK1010: PRICE REDUCED: This Texas County CPA seller is approaching retirement. The firm offers a nice mix of revenues with a large number of business clients! The firm is well established and well...

$350,000

$350,000

Business Broker - Austin/Dallas/FtWorth /SA /Corpus Christi

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000

$150,000

Cash Flow: $100,000

Asset SaleSchooley Mitchell License

Northbrook, IL

Schooley Mitchell is the largest independent cost reduction consulting firm in North America. Our network of franchised consulting offices serves as the outsourced expense reduction specialists for...

$65,000

$65,000

Asset Sale
Asset SaleSmall ACA Insurance Book of Business For Sale

Boca Raton, FL

Fully ACA-focused portfolio with 696 active members generating $433K in premium and $60K in annual commissions. Ambetter represents ~70% of total volume, with top-producing states including TX, FL,...

$60,000

$60,000

Asset Sale
Asset SaleCPA Assurance Clients For Sale

Chicago, IL

An established CPA firm in the Chicago area is seeking to divest its assurance services division, presenting an excellent opportunity for a buyer looking for immediate growth and recurring revenue....

$502,680

$502,680

Asset Sale
Asset SaleGuilford CT - Allstate for Sale!

Guilford, CT

City, County and State: New Haven county, Guilford Connecticut Written and Advance Earned Premium: $ 3,976,059 Gross Revenue: $377,874 Including Brokered and Annual Bonus EBITDA: $181,678 Rent amount:...

$705,000

$705,000

Asset Sale
Asset SaleStock Traders Daily and Predative AI

Encinitas, CA

The primary owner is looking to sell 5% @ a $10 mil valuation. The Primary Owner owns 85%. The reason for selling involves a divorce. About: Stock Traders Daily leverages proprietary predictive AI to...

$10,000,000

$10,000,000

Asset Sale
Asset SaleCaptive Farmers Insurance Book for Sale

Grayson County, TX

Captive Farmers Insurance Book for Sale This profitable insurance agency represents an excellent opportunity to acquire an established book of business with strong fundamentals and growth potential....

$201,800

$201,800

Asset Sale
Asset Sale$620,000 Revenue Property/ Casualty Agency

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Asset Sale

Not Disclosed

Asset SaleBank For Sale, Excellent Office, Headquarters, Buy or Lease

Pleasant Valley, NY

GYM, MASSAGE STUDIO, RETAIL/MEDICAL/OFFICE SPACE $2,950mo PLEASANT VALLEY RT 44 MAIN STREET New to market. Former bank under new ownership, undergoing renovation. Solid structure with drive-thru....

Not Disclosed

Asset Sale

Not Disclosed

Asset SaleSouthern Indiana Area Accounting Firm For Sale

Indiana

The firm has a solid foundation with a diverse clientele base in both accounting and tax preparation. It boasts a loyal, long-term customer base, with growth driven primarily by referrals and word of...

$226,070

$226,070

Asset Sale
Asset SaleRevolutionizing Stock Market Gaming for the Millennial Generation

Boca Raton, FL

A new wave of investors has arrived—and they’re not getting what they need. Millennials are flocking to the stock market in search of income, empowerment, and financial freedom, yet most platforms...

$45,000

$45,000

Asset Sale
Real EstateLocation! Location! Downtown Venice-$1,600/month

Venice, FL

A wonderful commercial condo is available in the historic KMI Building (San Marco) on the Island of Venice. Updates include floors, ceiling painting, and light fixtures. This 564 SQF first-floor unit...

Not Disclosed

Real Estate

Not Disclosed

Real EstateCommercial condo in the historic KMI Building-$189K

Venice, FL

A wonderful commercial condo is available in the historic KMI Building (San Marco) on the Island of Venice. Updates include floors, ceiling painting, and light fixtures. This 564 SQF first-floor unit...

$189,000

$189,000

Real Estate
Real EstateCommercial Opportunity on Hwy 13 in Park Falls

Park Falls, WI

Location, Location, Location!! This cedar sided chalet with a covered porch and metal roof is located directly on State Hwy 13 with great exposure in a commercial area in the city of Park Falls, WI....

$99,900

$99,900

Real Estate
Real EstateMultiple Use Office Space in Park Falls

Park Falls, WI

This great commercial building for sale or lease on State Hwy 13 with great exposure in a commercial area in the city of Park Falls WI. There is a large sign on highway 13, the building has a newer...

$199,900

$199,900

Real Estate

Naz Borachi

My Reality 2

Serving Hillsborough County, FL

Contact Me >

Contact me
Real EstatePrime real estate in Bristol RI

Bristol, RI

Fantastic business opportunity. This property includes 500-502 Metacom Ave. there is an existing traffic light on Metacom Avenue to enter both properties . Could purchase separately price to be...

$3,470,000

$3,470,000

Real Estate
Real EstateMedical Offices Bank W Drive Thru $795,000

Pleasant Valley, NY

PLEASANT VALLEY RT 44 MAIN STREET Former bank under new ownership. Solid structure with drive-thru. 2,700sf. Route 44 frontage, center village location. Do not miss this opportunity. Currently...

$795,000

$795,000

Real Estate
Real EstateHigh Traffic commercial/professional property

Levittown, PA

Many different commercial or professional possibilities available with multiple units allowed and all with separate entrances. Extremely high traffic corner location with substantial visibility...

$469,900

$469,900

Real Estate
Real EstateRetail/Office Location w/ Parking / Rt.12 in Leominster

Leominster, MA

2400 SF WIDE OPEN. BUSY LOCATION AND PARKING. Next to a busy liquor store BRING YOUR RETAIL/ AND OFFICE IDEAS. LANDLORD WILL WORK WITH YOU...

Not Disclosed

Real Estate

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Real EstateProfessional Commercial Center - Space for Lease

Shawano, WI

Approximately 2,219 SF Office Space for Lease in strip center located just off main intersection to Shawano Lake and one of two Hwy 29 cloverleafs...

Not Disclosed

Real Estate

Not Disclosed

Real EstateProfessiona office,

Philadelphia, PA

Great location for any type of office, Dance, studio, Fitness Center, on 2nd-Floor at this largest shopping center inside the city with plenty of parking. This unit 18UC is 1373 square feet, with...

Not Disclosed

Real Estate

Not Disclosed

Real EstateProfessional office and Service

Southampton, PA

Prime Commercial Space Available on a Bustling Street. This versatile building presents an exceptional opportunity for a variety of professional businesses, including medical offices, dental...

Not Disclosed

Real Estate

Not Disclosed

Real EstateBank, Adult care and building with large parking lot

Philadelphia, PA

Great Opportunity for an investor and an owner to occupy this 11,629 square feet with a finished basement of 3471 square feet located on 6423-25 Rising Sun Ave. The bank has both entrances from Rising...

$2,800,000

$2,800,000

Real Estate
Real EstateOpportunity for Business or Residential Real Estate

Rutland, VT

This newer office building is perfect for a professional office space. The first floor had been used as a customer waiting room with 1 bathroom while the second story features 3 private offices and a...

$275,000

$275,000

Real Estate
Real EstatePotential Pharmacy, Bank and Office Suites for Sale or Lease

Homer, LA

Benchmark Business Brokers presents an approximately 10,000+/- square foot building that formerly was a national bank branch. In addition to a turn-key bank that is move-in ready, there are 7 suites...

$585,000

$585,000

Real Estate
Real EstateLarge Bank to Make Whatever You Want

Burton, MI

Located at 4154 Davison Rd in Burton, this expansive 3.8 acres of commercial real estate offers over 4000 square feet of available space, all on one level. It includes two bathrooms and two main...

$799,000

$799,000

Real Estate
Real EstateOFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 2000 to 6000sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex...

Not Disclosed

Real Estate

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Real EstateOFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 825 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateOFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 680 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateOFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 610 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateRoute 19 N. make a right onto Trouble Creek Road, New Port Richey Rout

New Port Richey, FL

Office Suite(s) for lease, 880 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstatePasco County Office Space for lease

New Port Richey, FL

Office Suite(s) for lease, 300 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateMedical OFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 120 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateOFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 190 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateOFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 520 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateOFFICE Space for Lease

New Port Richey, FL

Office Suite(s) for lease, 420 sqf., secure entry, ample parking, CCTV, HVAC, Men's and Ladies rooms, Passenger Elevator, available immediately. This is a 15,000 sqf., 2 floor office complex we can...

Not Disclosed

Real Estate

Not Disclosed

Real EstateInvestment Opportunity/ Hotel development

San Diego, CA

Rad Capital Group is pleased to present a preferred equity investment opportunity in California - a new construction La Quinta Hotel offering investment in upper midscale select-service with amazing...

$150,000

$150,000

Real Estate
Start-upBusiness Management Consultant

P3 Cost Analysts Franchise - Business Management Consulting Opportunity This franchise opportunity offers entry into the expanding cost reduction consulting industry through P3 Cost Analysts' proven...

$29,750

$29,750

Start-up
Start-upMortgage Collateral Operations Management Platform

Available for strategic acquisition or partnership is a mortgage collateral operations platform spanning the entire collateral valuation stakeholder team. Project Collateral Guru is a SaaS technology...

Not Disclosed

Start-up

Not Disclosed

Start-upCommercial Kitchen For Lease

Located in the I-75 shoulder, these ghost kitchens see fantastic delivery demand from local residents in downtown and all of the surrounding neighborhoods.? A large outdoor parking space provides a...

$5,000

$5,000

Start-up

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:

  

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.