San Francisco County, CA
Financial Services Established Businesses For Sale
Industry Info
Virtual San Francisco Bay Area CA CPA Practice for sale
Ville de Québec, QC Cabinet de CPA-Audit à vendre
Quebec
Established Franchise Insurance Agency in South Miami-Dade
Miami-Dade County, FL
Montréal (QC) Cabinet de CPA-Tenue de livres à vendre
Montreal, QC
Well-Established Insurance Agency for Sale – Loyal Client Base!
Travis County, TX
Philadelphia Area (Bucks County) Tax and Accounting Practice
Bucks County, PA
NE Georgia Tax Practice For Sale
Georgia
Winston-Salem CPA Practice For Sale
Davidson County, NC
North of Oakland County, MI Tax & Accounting Practice for Sale
Michigan
Prosperous CPA Company
North Dakota
Sierra Vista AZ (Tucson area) CPA Tax & Accounting Practice
Cochise County, AZ
Erie/Niagara County Tax and Accounting Practice For Sale
Niagara County, NY
Vancouver CPA Practice for Sale specializing in the film & TV Industry
British Columbia
Farmers Insurance agency
$350,000
Englewood, CO
Allstate Agency in Dallas, Texas
Dallas, TX
$ 1.25 Million Revenue NE Indianapolis, IN Accounting & Tax Practice
Indianapolis, IN
Ricky Kerns
Midwest Business Brokers & Advisors
Serving Allen County, IN
At Midwest Business Brokers & Advisors, we leverage extensive experience and expertise in business brokering, mergers and acquisitions (M&A), and financial advisory to deliver comprehensive solutions. Our firm is dedicated to helping business owners successfully navigate the sale of their businesses, assisting buyers in finding strategic acquisitions, and guiding companies through financial restructuring. With over two decades of proven experience, we have worked across a broad range of industries, ensuring tailored solutions for every client. Business brokering is one of our primary services at Midwest Business Brokers & Advisors. We understand that selling a business is a pivotal and often challenging decision for any owner. From the initial consultation to negotiating the final sale, we are there every step of the way. Our approach is founded on trust, transparency, and deep market insights, ensuring that our clients receive the maximum value for their businesses. In addition to our expertise on the sell-side, Midwest Business Brokers & Advisors is equally committed to supporting buy-side clients who are looking for strategic acquisitions. For buyers, we offer a comprehensive suite of services designed to identify and acquire businesses that align with their growth objectives.
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Insurance Claims & Adjusting Company, High EBITDA, Reduced Price
North Carolina
Columbia, MD EA Tax Practice
Columbia, MD
NEW PRICE! Allstate Agency in Cedartown, GA
Cedartown, GA
Montgomery County Tax & Accounting Practice For Sale
Montgomery County, PA
Allstate Agency 35 years at Location Mega Agency
Modesto, CA
Stock Trading Membership Co | 5 Revenue Sources | 50% Seller Financing
Tampa, FL
26 Year Allstate Agency Near Lexington SC
Lexington, SC
Licensed Mortgage Platform (NY/NJ/FL) – Turnkey Entry for Brokerage, W
Bergen County, NJ
Florida Title Loan Company
$3,900,000
Winter Park, FL
Roanoke Metro Area Bookkeeping and Tax Practice For Sale
Virginia
Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff
Santa Clara County, CA
Southeastern New Mexico CPA Practice for Sale
New Mexico
$500K (REVENUE) Central Wisconsin – CPA Practice for Sale
Wisconsin
33 YEAR Tax Preparation Business
Rensselaer County, NY
$2.36M Rev – Specialized RIA Staffing Platform
Dallas County, TX
Allstate Agency in Southern New Mexico
New Mexico
Established Boutique CPA Firm with High-Net-Worth Client Focus
Florida
High Desert CPA Firm for Sale
Kern County, CA
Accounting Practice for Sale in Portland, Oregon
Portland, OR
Farmers Insurance Agency for Sale
Albuquerque, NM
Accounting Practice for Sale in Houston, TX
Houston, TX
Virtual CAAS firm with 60% margin
Michigan
Southern California Firm Serving High-Net-Worth Clients
California
Accounting Practice for Sale in Northbrook, IL
Northbrook, IL
NEW PRICE! Allstate Agency in Chapin, SC
Chapin, SC
NW of Philadelphia CPA Practice For Sale
Pennsylvania
Great Deal - DFW ATM Route - 24 ATMs $190,000
Fort Worth, TX
Insurance -Multi Locations For Sale
REAL ESTATE INCLUDED
San Antonio, TX
Kwang Chul
The W Group Commercial Real Estate
Serving Howard County, MD
The W Group Commercial Real Estate (WGC) was established in 1991 by Kwang Chul "KC" Whang, its founder and principal broker. WGC evolved over the years into a full service, cross-cultural, multi-lingual brokerage and business consulting firm that specializes in assisting small to medium size, family and minority-owned retail and service businesses operating around the nation's capital, with issues ranging from: tax and accounting, succession planning, asset acquisition and liquidation, asset management, human resource management, facilities management to product sourcing and marketing. For over two decades, WGC has consulted for and brokered a wide range of businesses: restaurants, liquor stores, dry cleaners, day care centers, electronics stores, print shops, martial arts schools, laundromats, hotels, convenience stores, supermarkets, fashion boutiques, mini storage, automotive businesses, among others, including independent, national and regional chains and franchises. Special areas of expertise include: retail commercial real estate and religious property real estate.
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Bail Bond Business In Downtown Houston - Est 37 yrs
Houston, TX
Insurance and Accounting Firm with Book of Business | 20-Years
Dallas County, TX
Established Farmers Insurance Agency for Sale
$525,000
Marysville, CA
Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre
Quebec
Established La Crosse County CPA Practice For Sale
La Crosse County, WI
600k SDE Medical Billing company, Specialty Behavior Health Growing!
Ohio
York County CPA Practice For Sale
York County, SC
Allstate Agency in Southern Texas
Texas
Highly Profitable Check Cashing and Food Market
Hillsborough County, NH
Central Arkansas Client List
Arkansas
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 | 385 |
| Asking Price | $535,000 |
| Reported Revenue | $456,000 |
| Reported Seller's Discretionary Earnings | $220,000 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $275,000 | $535,000 | $990,000 |
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 | $244,588 | $125,992 |
| Median | $456,000 | $220,000 |
| Upper Quartile | $840,000 | $369,712 |
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 | 1.05 | 1.89 |
| Median | 1.25 | 2.50 |
| Upper Quartile | 1.66 | 3.37 |
FAQ's
How much does it cost to buy a Financial Service Business?
The median asking price for an established Financial Service Business is $535,000, though prices range from under $275,000 to well over $990,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $456,000 and owners earn a median of $220,000, 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 1.05 to 1.66, with a median of 1.25. Earning multiples range from 1.89 to 3.37, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.50 times its annual owner earnings.
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