Pinellas County, FL
$350,000
Financial Services Businesses For Sale
Industry Info
35+ Year Established Accounting and Tax Preparation Practice
$540,000 Revenue Austin, TX “Virtual Ready” Tax & Accounting Practice
Austin, TX
Cash Flow: $310,032
Turnkey Independent Global Money Transfer Business
Ontario
$580,000
Absentee Licensing, Registration & IRP Services for Trucking Companies
$80,000
Franklin County CPA Practice For Sale
Franklin County, MO
$1,200,000
Kansas City Metro, KS Accounting Services and Tax practice
Johnson County, KS
$750,000
Insurance Agency For Sale!
$150,000
Prime opportunity to own a tenured Allstate agency!
Aiken County, SC
$675,000
Southeastern New Mexico CPA Practice for Sale
New Mexico
$1,125,000
Established Agency in High Growth Area (Boise Metro)
Boise, ID
$210,000
Profitable, Specialty Insurance Agency
Miami-Dade County, FL
$449,000
CPA firm in the Greater Philadelphia Area for Sale
Morrisville, PA
$1,250,000
Small CT Tax Firm Outside of Hartford for Sale!
Plantsville, CT
$400,000
Established Business Brokerage – Prime Nashville Market
$67,500
Nashville, TN
Hybrid CPA Firm Headquartered in NJ for Sale!
New Jersey
$1,100,000
Milwaukie, OR CPA Practice for Sale
Clackamas County, OR
$325,000
Dallas Romanowski
Cornerstone Business Advisors
Serving New Hanover County, NC
At our brokerage firm, we don't just represent your business, we partner with you. This approach has led to a 100% success rate in selling the businesses we list. When we list a business, we ensure: 1. The numbers supported by tax returns and documented add-backs. 2. The owners are ready, willing, and able to sell their business within our suggested timeframe and recommended sales price range, which is carefully calculated based on sound valuation principles. This ensures a fair and competitive price for your business. 3. If the business purchase is likely financed with an SBA acquisition loan, we ask our partner banks to pre-qualify the opportunity (i.e., A bank will finance the deal assuming the buyer has the right credit profile). 4. We do the hard work upfront. We collect much of the documentation that Buyers and their financing partners need before we list the business for sale. Banks love our deals because of the documentation we provide to them to underwrite the acquisition. 5. We follow our proven process — See our website (LaunchGrowExit.com). Our team has the experience and acumen you need to sell your business. Very few firms have brokers with first-hand experience in growing and selling companies they have founded, something we are proud to say our team members have done.
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Kalispell, MT CPA Practice for Sale
Kalispell, MT
$170,000
Farmers Insurance Agency
Los Angeles County, CA
$1,550,000
High Fee CPA firm with Experienced Staff for Sale in Richmond!
Virginia
$2,400,000
Well-Established and Profitable Tax & Accounting Practice for Sale
Wayne County, MI
Cash Flow: $294,317
CPA Firm for Sale with Low Owner Hours and Strong Cash Flow
British Columbia
$400,000
Glen Burnie, MD Tax & Accounting Practice
Glen Burnie, MD
$375,000
Allstate Agency SE Coast FL
Fort Lauderdale, FL
$990,000
Montérégie-Est Cabinet de CPA à vendre
Quebec
$399,000
10+ Yr Business Brokerage and M&A Firm
$1,200,000
Los Angeles County, CA
Tax Practice Book of Business
Aspen, CO
$225,000
Tampa Tax Prep Biz | $213K Revenue | High Profit
Tampa, FL
$145,000
Profitable CPA Firm with Strong Cash Flow Near Downtown Houston!
Texas
$1,150,000
$266K (Revenue) NE Houston, TX – CPA Tax Practice for Sale
Texas
Cash Flow: $178,213
$235K (Revenue) SW Milwaukee, WI – Tax & Accounting Practice for Sale
Wisconsin
Cash Flow: $140,350
Montreal, QC - Bilingual 99% Semi-virtual CPA practice for sale
Quebec
$305,000
Established thriving accounting business
Norfolk County, MA
Cash Flow: $150,000
Available Now
Harrisburg, PA
$10,000
Profitable Auto Insurance Franchise
Fort Lauderdale, FL
$1,500,000
Established $4.5M Farmers Agency available in TX Hill Country
Cedar Park, TX
$1,135,000
Thriving Tax & Accounting Firm – 20 Years of Consistent Growth
$775,000
Lakeland, FL
SE Kansas Tax & Accounting Practice For Sale
Kansas
$230,000
CPA Firm For Sale - Established & Turnkey Opportunity
Peoria, IL
$436,122
Unique Errors & Omissions Insurance Brokerage For Sale
Pennsylvania
$875,000
Lyon County Tax & Accounting Practice For Sale
Emporia, KS
$350,000
Profitable CPA Firm for Sale – High-Margin, Semi-Cloud-Based Practice
Michigan
$563,763
Toronto based 100% Full Service Virtual Online Accounting and Fraction
Ontario
$5,750,000
Dutchess County CPA Practice For Sale
Dutchess County, NY
$700,000
Allstate Agency in Southern Oregon
Grants Pass, OR
$799,000
Tom Bronson
NorthStar Mergers & Acquisitions
Serving Tarrant County, TX
When founding partners Tom Bronson, Jeremy Furtick and John Gorbutt launched NorthStar Mergers & Acquisitions, their collective goal was simple, albeit lofty – create a unique M&A advisory service that did not currently exist in the marketplace, but was desperately needed. After months of brainstorming, researching and planning, NorthStar was born and began working with the owners of privately-held companies in the lower-middle market. While the core function of NorthStar is not unique – assisting business owners with the sales of their companies – what is unique are the processes, methods and motivations the founders utilized to create NorthStar’s proprietary offering. At first glance, NorthStar’s process appears simple – as it should. The major steps of selling a privately-held business are not difficult to grasp or understand. However, it’s what goes on within those three basic stages of the process that make or break successful transactions and allow business owners to realize their dream exits. That’s where NorthStar has poured an enormous amount of time, money and first-hand experience into developing a proprietary business listing and sales system called the NorthStar Transaction Navigator. TransNav helps ensure NorthStar’s clients are able to sell their businesses for the highest possible price, in the shortest amount of time, with the fewest number of surprises, while NorthStar maintains a vigilant commitment to the owner’s objectives. TransNav comprises three essential elements: 1. Business Assessment & Market Valuation Analysis 2. Marketing Promotion & Buyer Management 3. Due Diligence Oversight & Closing Coordination
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Kelowna, BC, Bookkeeping, Payroll 95% Virtual Practice
British Columbia
$725,000
$650,000 Revenue – NE Indianapolis, IN CPA Firm for Sale
Indiana
Cash Flow: $530,392
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
$400,000 Revenue – SW Boston, MA Area CPA Firm for Sale
Massachusetts
Cash Flow: $295,641
South of Baltimore Tax and Accounting Practice
Anne Arundel County, MD
$650,000
Established and Relocatable Health Insurance Book of Business
Fort Lauderdale, FL
$500,000
Profitable E-Commerce Opportunity in the Financial Wellness Niche
$725,000
Rapidly Growing CPA Firm with Young Owner Selling Majority Equity!
South Carolina
$10,000,000
Profitable CPA Practice for Sale – Strong Client Base & Team
Eaton County, MI
$346,500
Established Legal Funding Firm Looking for Partner
New York County, NY
$2,200,000
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:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
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.
