Missouri
$415,000
Missouri
MO1155: The seller of this NE KC Suburb CPA Firm is approaching retirement and is ready to sell the firm. The firm is established and well known in the area and has a stable client base and staff in...
$415,000
$415,000
Novato, CA
• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...
$800,000
$800,000
Cash Flow: $344,000
Cape Coral, FL
*** THIS LISTING IS CURRENTLY SALE PENDING*** OVERVIEW ABA Advisors represents this CPA practice located in Cape Coral, FL. The seller is willing to provide transitional assistance to the buyer to...
Not Disclosed
Cash Flow: $241,720
Not Disclosed
Cash Flow: $241,720
Texas
TX1043: The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable...
$1,200,000
$1,200,000
Pine Bluff, AR
• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be around $45,000! • Service mix includes tax (92%) and accounting (8%). • Turn-key...
$55,000
$55,000
Florida
*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Central Florida. The seller is willing to provide transitional assistance to the buyer to...
Not Disclosed
Cash Flow: $250,000
Not Disclosed
Cash Flow: $250,000
Idaho
Hedge your investment portfolio with a lucrative precious metals shop operating both in-person and online. In operation for many years, the establishment is built on excellent customer service and...
$3,800,000
$3,800,000
San Francisco, CA
Lotto/ western Union services/tax preparation business for sale in San Francisco Outer sunset. Located on a prime bustling street near many restaurants, shops, bakeries and coffee shops. The store is...
$170,000
$170,000
Cash Flow: $170,000
Colorado
- Single-owner CPA practice - 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll - Cash flow to owner is 39% of gross revenue - Significant opportunity for...
Not Disclosed
Cash Flow: $134,160
Not Disclosed
Cash Flow: $134,160
This well-established company provides employers and financial institutions with the ability to prepare and file the full range of IRS information returns and annual wage reports documenting payments...
$5,000,000
$5,000,000
Cash Flow: $1,029,730
Norman, OK
• UPDATED FINANCIALS!! • 2022 gross revenues of $270,000! • Service mix includes tax (58%) and accounting (42%). • Staff available if needed by the buyer after closing. • Very strong owner cash flow!...
$290,000
$290,000
Cash Flow: $200,000
Texas
Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...
$5,500,000
$5,500,000
Cash Flow: $2,100,000
Maryland
This well-established CPA practice for sale in Essex, MD has annual gross revenue of approximately $715,000. With an excellent reputation in the community, they provide many services including tax...
$715,000
$715,000
Cash Flow: $211,230
Fremont County, WY
This CPA Practice for sale in Fremont County, Wyoming has annual gross revenues of approximately $190,000, and is a well-respected firm that has been serving its loyal client base, made of farmers,...
$150,000
$150,000
Cash Flow: $46,463
Mesa, AZ
Commercial Brokerage Business For Sale. Consistent Profitability and Sales Revenues for more than a decade, 95% Home Based, easily relocatable, designed as a simpler profitable operation with low...
$78,000
$78,000
Cash Flow: $93,000
Texas County, OK
OK1010: PRICE REDUCED: This Texas County CPA seller is approaching retirement. The firm offers a nice mix of revenues with a large number of business clients! The firm is well established and well...
$350,000
$350,000
Matt Manavi, MBA, CBB, CBI, CM&AP, M&AMI
California Mergers and Acquisitions
Serving Orange County, CA
Transworld Business Advisors is a world leader in the marketing and sale of businesses, franchises, and commercial real estate. Transworld offers professional services that brings buyers and sellers together whether you represent an acquisition minded corporation or are personally interested in owning your own company. We serve all business owners in Southern CA with offices in San Berbardino County, Orange County, and San Diego County.
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Austin, TX
Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...
$150,000
$150,000
Cash Flow: $100,000
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:
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.