Pinellas County, FL
$350,000
Financial Services Established 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
Not Disclosed
Cash Flow: $310,032
$260,000 Revenue – NE Kingdom of Vermont Tax Practice for Sale
Vermont
Not Disclosed
Cash Flow: $149,481
Turnkey Independent Global Money Transfer Business
Ontario
$188,000
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
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
DC/Baltimore ATM Business For Sale
$195,000
Maryland
Hybrid CPA Firm Headquartered in NJ for Sale!
New Jersey
$1,100,000
Milwaukie, OR CPA Practice for Sale
Clackamas County, OR
$325,000
Ramzi Daklouche
VR Business Sales/ Mergers & Acquisitions of Atlanta
Serving Fulton County, GA
At VR Business Sales | Mergers and Acquisitions located in Atlanta, we empower business owners and buyers with clear, honest guidance and exceptional service throughout every step of the transaction process. While our office is based in Atlanta, we offer our services nationally and globally, embracing diversity and engaging with a broad spectrum of communities and businesses. Decades of industry expertise. Building lasting relationships based on trust and excellence. Helping clients achieve business goals with confidence and peace of mind. Supporting clients through business transitions or ownership journeys. Navigating Atlanta’s business community and national/global markets. Committed to achieving remarkable success for our clients.
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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
Not Disclosed
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
Proven ATM Network: $32K+ Monthly Profit, Turnkey Operation
$1,376,256
Lubbock, TX
Tampa Tax Biz | $142K Rev | 500+ Returns/Yr
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
Not Disclosed
Cash Flow: $226,100
$235K (Revenue) SW Milwaukee, WI – Tax & Accounting Practice for Sale
Wisconsin
Not Disclosed
Cash Flow: $140,350
Montreal, QC - Bilingual 99% Semi-virtual CPA practice for sale
Quebec
$305,000
Established thriving accounting business
Norfolk County, MA
Not Disclosed
Cash Flow: $150,000
Available Now
Harrisburg, PA
$10,000
Precious Metals Broker Dealer
Boca Raton, FL
Not Disclosed
Cash Flow: $250,000
Established $4.5M Farmers Agency available in TX Hill Country
Cedar Park, TX
$1,088,000
SE Kansas Tax & Accounting Practice For Sale
Kansas
$230,000
Established Insurance Agency- Farmers Insurance
$200,000
Temecula, CA
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
Kelowna, BC, Bookkeeping, Payroll 95% Virtual Practice
British Columbia
$725,000
Francisco Uriarte
ESP Capital Advisers LLC
Serving Puerto Rico
At Connelly Capital, we stand out as a unique investment bank due to our extensive operational experience. Our Managing Directors and Senior team collectively have over 45 years of hands-on experience as C-level executives, owners, lenders, advisors, and investors in various companies across Puerto Rico, the US Virgin Islands, the United States, and Latin America. Unlike traditional investment bankers, we approach transactions from a business owner’s perspective. Having navigated industry challenges, hiring issues, and M&A transactions, our team brings a holistic understanding and a practical approach to our clients’ challenges. Our commitment to delivering exceptional results is reflected in our deep engagement with clients throughout the transaction process. We pride ourselves on building lasting relationships grounded in trust and transparency, ensuring that we are not just advisors but dedicated partners in your success. Together, we can navigate the complexities of the market and unlock new opportunities for growth.
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$650,000 Revenue – NE Indianapolis, IN CPA Firm for Sale
Indiana
Not Disclosed
Cash Flow: $530,392
$400,000 Revenue – SW Boston, MA Area CPA Firm for Sale
Massachusetts
Not Disclosed
Cash Flow: $295,641
10+ Yr Business Brokerage and M&A Firm
$1,200,000
Los Angeles County, CA
South of Baltimore Tax and Accounting Practice
Anne Arundel County, MD
$650,000
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
Los Angeles CPA Firm for Sale
Los Angeles, CA
$450,000
Cobb County Tax & Accounting Practice For Sake
Cobb County, GA
$450,000
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.
