New York County, NY
$2,200,000
Financial Services Businesses For Sale
Industry Info
Established Legal Funding Firm Looking for Partner
Los Angeles CPA Firm for Sale
Los Angeles, CA
$450,000
Cobb County Tax & Accounting Practice For Sake
Cobb County, GA
$450,000
Billings Area, MT Tax & Bookkeeping Practice
Billings, MT
$110,000
Great CPA practice for sale by CPA owner staff of ten Listing IN3065
Whitley County, IN
$1,000,000
$750,000+ Revenue - NE Indianapolis, IN CPA Firm for Sale
Marion County, IN
Cash Flow: $390,009
Accounting & Tax Practice For Sale - R/E
Anoka County, MN
$1,350,000
South St Louis Suburb CPA Firm
Missouri
$272,000
Farmers Insurance Book in West Seneca, NY
West Seneca, NY
$150,000
Established DC area CPA Practice with Staff
Montgomery County, MD
$1,300,000
Excellent Small Business Tax and Accounting Firm
Pierce County, WA
$400,000
EA Practice South of Portland in Clackamas County, Oregon
Clackamas County, OR
$1,650,000
Willamette Valley, OR CPA Tax Practice for Sale
Benton County, OR
$3,875,000
ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue
$192,000
Tampa, FL
Dothan, Alabama Area Tax & Accounging Practice for Sale
Dothan, AL
$240,000
Allstate Agency in South West Florida
Sarasota County, FL
$999,999
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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Allstate Agency East of New York City
Queens County, NY
$1,100,000
Well Positioned and Profitable CPA Firm with Excellent Staff In Place
Grand Rapids, MI
Cash Flow: $395,432
Turnkey CPA Firm Available – Profitable & Ready for Transition
Cleveland, OH
$576,975
Reasonably Relocatable Akron Area Tax Practice
Summit County, OH
$163,385
Franchise Bookkeeping & Tax Business- OFF MARKET
$204,000
Protege Farmers Insurance Agency
Williamson County, TX
$100,000
Frisco CPA Firm
Texas
$375,000
Upper Michigan CPA Practice for sale $800k with >50% cash flow
Grand Traverse County, MI
Cash Flow: $422,000
Acquire Cash-Flowing Farmers Book – $2.5M Premium, Growth Potential
$500,000
San Antonio, TX
Allstate Agency Located in L A County Gross Premium over $5,000,000
Carson, CA
$750,000
Dallas Area Semi-Virtual CPA Practice for Sale
Ellis County, TX
$1,200,000
Low work large margin opportunity 2 businesses in one location
Fresno, CA
$425,000
Ottawa West Accounting & Tax Practice for Sale
Ontario
$325,000
Accounting Firm
Greensburg, PA
$899,000
Resale- Established Schooley Mitchell Franchise for sale-Cincinnati
Cincinnati, OH
$55,000
$70,000 NET Money Service Transfer Business & Retail Store in Mesa!!!
Mesa, AZ
$175,000
Remotely Operated Dallas, TX Based CPA Practice
Texas
$475,000
Profitable Payroll Processing & Compliance Business – Scalable
Sacramento, CA
$325,000
Virtual West Hollywood, CA Tax Book of Business for Sale
Los Angeles County, CA
$240,000
ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly
$41,000
New York, NY
Portland, OR CPA Practice for Sale
Multnomah County, OR
$800,000
Vista Tax, Bookeeping and Payroll Firm for Sale
Vista, CA
$395,000
Los Angeles CPA Firm for Sale
Los Angeles, CA
$250,000
Anaheim CPA Firm for Sale
Anaheim, CA
$129,000
SE Kansas CPA Firm
Kansas
$395,000
SE Kansas Tax & Accounting Practice For Sale
Kansas
$275,000
Fully Virtual CPA Firm with Strong Recurring Revenue!
British Columbia
$1,250,000
Walker County Tax & Accounting Practice For Sale
Walker County, TX
$140,000
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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Allstate Agency in Round Rock, Texas
Round Rock, TX
$40,000
Iowa City Area CPA Practice for Sale
Johnson County, IA
$270,000
$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record
$1,354,752
Fort Worth, TX
Established EA Tax and Accounting Practice Listing IL2529
Tazewell County, IL
Cash Flow: $237,000
Farmers Agency
Los Angeles County, CA
$499,000
Houston CPA Practice For Sale
Harris County, TX
$1,950,000
Commission Advance for Realtors Franchise - NJ and NY
New York, NY
$800,000
Allstate $7.6M PRO Agency for Sale in Hampton Roads
Chesapeake County, VA
$1,200,000
Virtual CPA firm based in Virginia
Virginia
$800,000
Shenandoah Valley Tax and Accounting Practice For Sale
Waynesboro County, VA
$290,000
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.
