Stearns County, MN
Financial Services Established Businesses For Sale
Industry Info
Established Insurance & Financial Services Agency
Profitable Tax Practice for Sale l Indianapolis Suburb | $639K
Indiana
Farmers Residential and Commercial Insurance Agency
York, PA
Well-Established CPA Practice - Northern Indiana
Indiana
Billings, MT CPA Practice for Sale
Billings, MT
Phelps County CPA Practice For Sale
Phelps County, MO
Virtual Roseville, California CPA Practice for Sale
Placer County, CA
Turnkey CPA Practice – Northwest Indiana | $435K Revenue
Indiana
Boulder County CO CPA Practice for Sale
Boulder County, CO
Established Success: A Rare Opportunity For a Tenured Allstate Agency
Queen Anne's County, MD
Turnkey Independent Agency | Medicare Focused
Cook County, IL
Incredible NJ 48 ATM Processing Route - $265,000
Jersey City, NJ
Highly Profitable CPA Practice - NW Indiana Grossing $800k
Indiana
Lucrative Consulting Business
$55,000
Broward County, FL
Highly profitable 13 ATM Michigan Route $90,000 Cash Flow - $300,000
Grand Rapids, MI
Amazing Philadelphia 168 ATM Portfolio - $1,750,000
Philadelphia, PA
Mark FRM
Summit Succession
Serving Franklin County, OH
Summit Succession is Ohio's premier M&A and business brokerage. We sell Main Street and lower-middle-market companies in the $500k–$6M sale price. We don't just sell businesses; we help people buy them, too. Our team reviews 3–5 acquisition opportunities every day, across every state and industry. Sitting on the buyer's side of the table that often, we know exactly what makes a buyer serious, what makes one walk away, and what makes one pay a premium. We use that to prepare your business before it goes to market, relying on clean financials, defensible earnings, and none of the surprises a buyer uses to chip your price down later. Our edge: - Clean up the books to a buyer-ready standard (accrual where it matters, reclassified owner perks, normalized payroll, fixed inter-company items). - Build a defensible SDE/EBITDA bridge with documented add-backs that survive a buyer's Quality-of-Earnings review. - Identify and address the issues a serious buyer will use to decrease your price — customer concentration, related-party rent, key-employee dependence, working-capital gaps — before they're discovered, not after the LOI. - Produce a confidential blind teaser and a full CIM that we'd be willing to defend in front of a lender, a search-fund operator, or a private-equity associate. The team behind this work: - Mark Fleming, CFA, FRM: 20+ years in finance, M&A, and operating acquired companies. - Kate Fleming, MBA, CM&AA: Leads acquisitions and the buyer-side process. - Analytics team running the numbers that drive our valuations. - Deal execution advisor who accelerates deals to close. - Financial management team that gets businesses sales-ready by cleaning up accounting records, building defensible financial models, and preparing documentation buyers actually want to see. - Full-time back office and support team that makes your deal a priority. The result: cleaner diligence, fewer price reductions, and a price that's defensible when the buyer's CPA shows up.
Contact me
Amazing Chicago ATM Processing Route $74k Net - $315,000
Abbott Park, IL
Profitable Hampton Roads CPA Practice for Acquisition---VA2069
Hampton City County, VA
Well-Established Triad CPA Firm with Strong Real Estate Niche
North Carolina
Beautiful and Profitable Captive Insurance Agency fully Staffed
Sutter County, CA
Western SC CPA Practice For Sale
South Carolina
Long Standing Agency for Sale in Worth IL
Palos Heights, IL
Mount Prospect/Arlington Heights Area CPA Practice for Sale
Mount Prospect, IL
Ventura CPA Practice for Sale
Ventura, CA
Lucrative Consulting Business
$55,000
Hudson County, NJ
Zachary CPA Practice for Sale
Zachary, LA
San Rafael Bookkeeping Practice for Sale
San Rafael, CA
Consulting & Advisory Franchise – Business Brokerage – Anaheim, CA
Anaheim, CA
Allstate Agency in the Cincinnati, Ohio Area
Clermont County, OH
Turnkey EA Practice - Eastern Michigan
Michigan
Fiduciary Services Firm - Twin Cities Metro
Minnesota
Tech-Forward Virtual CAS Firm With Scalable Advisory Platform
Tennessee
Established Central Florida Title & Closing Company
Orange County, FL
CPA Practice for Sale in Providence, RI
Providence, RI
ELITE Allstate Agency located North of Raleigh, North Carolina
Wake County, NC
Strong Performing Tax Franchise for Sale
$175,000
Suffolk County, NY
Shakopee Turn-Key $1M Agency For Sale (MOTIVATED SELLER)
Shakopee, MN
CPA Tax Firm for Sale - Tucson, Arizona-$255,000 (virtual operations)
Tucson, AZ
Virtual Phoenix CPA Practice - Specialty in Cost Seg., R&D, 179D
Maricopa County, AZ
Fort Walton Beach, Florida-Prime Opportunity: Established Allstate Age
Fort Walton Beach, FL
3.3 million Gross 6 ERs and 5 new clients this year
Virginia
Rutherford County CPA Practice for Sale
Murfreesboro, TN
Turnkey Bookkeeping Business with Loyal Client Base & Growth Potential
Pinellas County, FL
San Bernardino County CPA Firm with staff Listing CA2631
San Bernardino County, CA
Kathleen Jones
Business Team
Serving Orange County, CA
BTI Group - Business Team helps people buy and sell businesses. Since 1981, we have successfully closed over 7000 business sales and acquisitions. BTI is the largest business brokerage in the western United States. With close to 100 agents, all offices and agents work together to market and sell our clients' businesses. This gives your business the widest possible exposure. We bring a wealth of experience and expertise for locating qualified buyers and solving any problems that arise during a transaction, not to mention our network of trusted resources to help close transactions. Services Offered WE GUIDE SELLERS: - Prepare businesses for sale - Create a detailed Information Memorandum for the business - Discretely and Confidentially market your business - Actively solicit to our pool of Buyers, High Net Worth Individuals & Private Equity Groups - Manage process through sale closing including providing all necessary agreements
Contact me
Los Angeles - Wilshire CPA Firm for Sale
Los Angeles, CA
50+ year Allstate Agency in Northern Illinois
Boone County, IL
275-Unit ATM Route With Contract-Controlled Cash Flow.
$1,400,000
San Francisco County, CA
Bakersfield Region CPA Firm for Sale
Kern County, CA
Accounting Property Tax Audit Firm (Non-Attest) - Knoxville $375k Rev
Knoxville, TN
Captive Allstate Agency for Sale – Spokane, WA
Spokane County, WA
Digital Gift Card Marketplace and Prepaid Product Platform
Established Provider of Currency Management Solutions
Bexar County, TX
Allstate Agency in the Finger Lakes region of New York
Monroe County, NY
Allstate Agency in Upstate New York
Monroe County, NY
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 | $487,000 |
| 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 | $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 | $132,207 |
| Median | $487,000 | $220,250 |
| Upper Quartile | $929,083 | $379,221 |
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 | 3.44 |
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 $487,000 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 1.55, with a median of 1.25. Earning multiples range from 1.99 to 3.44, 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.
More for Business Owners
Create an Owner AccountSell Your BusinessFind a Business BrokerLearn About Selling a BusinessMore for Business Buyers
Create a Buyer AccountLearn About Buying BusinessesGet BizBuySell Edge
Favorites limit reached.
Remove some Favorites.
Remove some Favorites.