Geneva
$750,000
Financial Services Businesses For Sale
Industry Info
Swiss FINMA Regulated Trust Company
Anthem (Phoenix) Arizona EA Tax Practice for Sale
Maricopa County, AZ
$240,000
Kent County, Rhode Island CPA Firm for Sale
Kent County, RI
$850,000
Mississauga, ON CPA Audit Practice For Sale
Ontario
$620,000
Established tax business for sale, over 20 years in the area
Hudson, FL
$65,000
37yr Bail Bond Business In Downtown Houston
Houston, TX
$450,000
$2M NYC Niche Tax Firm
New York County, NY
Not Disclosed
Cash Flow: $2,000,000
Farmers Insurance Agency – Strong Book of Business
Bexar County, TX
$100,000
$3.4M EP Allstate Pro Agency in the Blue Ridge Mountains!
Boone, NC
$805,000
Mid-Coast Maine CPA Practice for Sale
Maine
$340,000
$5.2M EP Allstate Agency in Upstate NY!
Brockport, NY
$1,220,000
$8.2M Allstate Agency Near Seattle, WA!
Renton, WA
$3,400,000
$2M EP Independent PL Agency in Florida!
Ocala, FL
$375,000
Thriving Tax & Accounting Firm – 20 Years of Consistent Growth
$1,700,000
Lakeland, FL
$1.9M EP Independent PL Agency Near Chicago!
Cedar Lake, IN
$600,000
Virtual P&C Independent Agency with Mainly Chicago Client Base!
Chicago, IL
$1,200,000
Jim Parker
The Lawn Boss, Inc.
Serving Orange County, FL
Successfully selling a lawn or landscape business with gross sales exceeding $1 million in sales requires the touch of a specialist who understands the industry inside and out, and that’s where Jim excels. As an internationally and nationally recognized business broker, Jim’s deep understanding of your industry sets him apart from local generalist brokers. Choosing Jim means gaining the support of an entire team of professionals. This expert team, using proven systems and strategies, ensures faster sales, above-average prices, and favorable terms with no upfront fees, we gat paid when your business sells. Its success rate is a testament to its effectiveness, at 90% of listed businesses sold, nine times the national average. Jim is also a recognized leader among his peers serving as the 2026 Elected Chair for the International Business Brokers Association, which has over 300 members. Additionally, he served 10 years on board of the Business Brokers of Florida and four years on the Board of the IBBA.
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$7.3M EP Allstate Agency in Florida!
Florida
$1,650,000
High Margin | 57 Location ATM Route | BC
Victoria, BC
Not Disclosed
EBITDA: $128,000
Little Rock CPA Firm
Little Rock, AR
$625,000
$600,000 Revenue – Naples, Florida CPA Firm for Sale
Naples, FL
Not Disclosed
Cash Flow: $409,726
65%+ SDE CPA Firm For Sale in NE Tennessee
Tennessee
$579,700
$2.5M EP Independent Personal Lines Insurance Agency in Louisiana!
Louisiana
$927,000
The Only Pawn and Gun Shop In Hobe Sound
Martin County, FL
$65,000
Immediate Revenue Stream - Establish Bookkeeping Practice
Duval County, FL
$80,000
Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential
$825,000
San Antonio, TX
$5M EP Allstate Agency in Cary, NC For Sale!
Cary, NC
$995,000
Turn-Key $3.8M Premium Farmers Insurance Agency – $30K Monthly Revenue
Dakota County, MN
$625,000
$1.06M Rev – Outsourced CFO & Controller Services
Placer County, CA
Not Disclosed
EBITDA: $460,823
Fort Smith Area Tax & Accounting Practice For Sale
Arkansas
$215,000
Specialized Virtual Firm Serving TV, Film & Content Creators
Minnesota
$800,000
Established Independent Contractor Network
San Diego County, CA
Not Disclosed
EBITDA: $456,000
Yuma AZ CPA Practice for Sale
Yuma County, AZ
$240,000
Northwest Montana CPA Practice
Montana
$1,390,000
Federal Way, WA CPA Practice for Sale
King County, WA
$250,000
Silverton, OR CPA Practice for Sale
Marion County, OR
$1,000,000
ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly
$41,000
New York, NY
Executive Franchise Opportunity – Help Business Owners Exit - Portland
Portland, OR
$54,000
Established CPA Firm with Succession Opportunity in North Carolina!
North Carolina
$1,000,000
Established CPA Firm with Strong Tax Expertise in West Denver Metro
Colorado
$1,250,000
High-Margin Multi-Service Tax Firm with Strong Repeat Client Base
Utah County, UT
$1,475,000
High performing, ELITE achievement level Allstate agency!
Shepherdsville, KY
$675,000
Sale Pending - Savannah Established Tax and Accounting Firm with Staff
Savannah, GA
$795,000
Established Allstate Insurance Agency for Sale in NH
New Hampshire
$1,050,000
Northeast Ohio - Beachwood area
Beachwood, OH
$2,700,000
Krishan Goll
Century 21 Bravo Realty
Serving Canada
Century 21, founded in 1971, is a successful global real estate franchise. Operating in 80+ countries with 14,000+ offices, it has won J.D. Power awards for customer satisfaction, pioneered real estate TV ads, and offers top agent training. Known for strong brand recognition and innovation.
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Southwest Frederick County, MD CPA Practice
Frederick County, MD
$595,000
Established Insurance Agency For Sale - Home, Auto, Business, Life
Waterford, CT
$250,000
Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH
$225,000
Cuyahoga Falls, OH
Forensic Motor Vehicle Experts Supporting Insurance and Legal Matters
Suffolk County, NY
$890,000
Consulting & Advisory Franchise – Business Brokerage – Connecticut
Connecticut
$54,000
Far North Dallas, TX CPA Practice for Sale
Dallas, TX
$1,050,000
Established Business Broker Franchise – Southern California
San Diego County, CA
$54,000
Executive Consulting Franchise – Business Sales – Houston, TX
Houston, TX
$54,000
Executive-Level Franchise – Help Owners Exit Businesses – Northern VA
Virginia
$54,000
Established Business Broker Franchise - Philadelphia, PA
Philadelphia, PA
$54,000
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.
