Florida

Financial Services Businesses For Sale in Florida

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Well Established Accounting and Tax Service Business

Melbourne, FL

Imagine stepping into a thriving accounting practice that's been serving clients faithfully for years. You'll inherit over 700 active clients who trust this boutique firm with their most important...

$175,000

$175,000

Cash Flow: $128,359

Well Established Independent Auto Insurance Agency

Martin County, FL

A rare opportunity to acquire a well established, independent auto insurance agency with over 30 years of operating history on Florida's Treasure Coast. This is not a startup and not a turnaround. It...

$171,000

$171,000

Cash Flow: $96,631

Established Central Florida Title & Closing Company

Orange County, FL

Established Central Florida title and closing company with 36 years of operating history, generating consistent referral-based business from realtors, lenders, and investors. This business specializes...

$450,000

$450,000

Cash Flow: $225,165

Unique Opportunity, Commercial Auto/Trucking Insurance agency.

Coral Springs, FL

Imagine stepping into a well-established commercial auto and trucking insurance agency that's been quietly thriving for over 16 years. This unique opportunity has opened up due to the owner's...

$335,000

$335,000

Cash Flow: $132,480

Established Medicare Insurance Agency with 2,000+ Clients

Martin County, FL

Established Medicare Insurance Agency with 2,000+ Clients and Recurring Revenue Long-established Medicare insurance agency with a book of 2,000+ clients and a solid base of recurring commissions of...

$1,500,000

$1,500,000

Cash Flow: $420,535

Successful Franchise Insurance Agency

Wilton Manors, FL

Imagine yourself stepping into a thriving insurance franchise that's been serving the community for over 15 years. You'll love the prime end-cap location in this busy Wilton Manors strip center - the...

$550,000

$550,000

Cash Flow: $162,000

Turnkey Bookkeeping Business with Loyal Client Base & Growth Potential

Pinellas County, FL

This confidential opportunity represents an established and profitable tax preparation and accounting practice located in Pinellas County, Florida, serving individuals and small businesses through...

$139,999

$139,999

Cash Flow: $82,803

Established tax business for sale, over 20 years in the area

Hudson, FL

tax business, over 20 years in the area...

$65,000

$65,000

Successful Independent Insurance Agency For Sale

Orlando, FL

This well-established independent insurance agency has served the Orlando, Florida market for over four decades, building a loyal, multi-generational client base entirely through referrals and...

$600,000

$600,000

Cash Flow: $176,907

YouTube Insurance Lead | 38K Subscribers | 2300 Organic Leads

Tampa, FL

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established...

$530,000

$530,000

Cash Flow: $177,383

Established Real Estate Settlement & Title services Company

REAL ESTATE INCLUDED

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

$2,100,000

EBITDA: $387,219

REAL ESTATE INCLUDED

$300K (Revenue) Naples, Florida – CPA Tax Practice For Sale

Naples, FL

OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Not Disclosed

Cash Flow: $242,452

Lucrative Consulting Business

$55,000 - Broward County, FL

$55,000

Broward County, FL

Thomas McKeen

United Franchise Group

Professional Accounting and Tax Advisory Firm

Lake Worth, FL

This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals,...

$900,000

$900,000

Cash Flow: $204,000

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$400,000

$400,000

Cash Flow: $109,376

Michael Monnot

Infinity Business Brokers

Serving Manatee County, FL

Marketing, Advertising & Business Location Services: Buyer: We have built our own proprietary software and utilize the latest technology to be able to locate any potential seller. If you are looking to purchase a specific business, we are able to put together a direct marketing campaign within days to weeks depending on the scope of the project. Seller: We will use our proprietary software and systems to market certain businesses to specific strategic buyers that would be likely to acquire a similar business. We will use the normal business for sale sites, we will send it to our global network of buyers, attorneys, affiliates and more. E2 Visas We have invested greatly in our systems and infrastructure to be able to handle the additional time and needs of both the buyer and seller in the E2 Visa process. It is mutually beneficial for both parties to be aware of the process and have a competent set of professionals to guide both parties through the process as quickly and as painless as possible. We have surrounded ourselves with some of the best necessary providers in this process - professionals who handle these deals on a daily basis to ensure success. The buyer gets a great business and the seller usually gets an all cash offer. Licensing, Applications, Business Plans… We have on staff someone that will guide you through all licensing questions, requirements and issues so that you are not left on your own. We can also refer you to a 3rd party to complete all licensing for you. We will also assist in preparing business plans, SBA paperwork and more. Negotiations and Contracts All negotiations will be conducted professionally and confidentially whether we are working with just the buyer, seller or both. Often times structuring a contract properly is the key to success - whether it is a straight asset purchase, if we need to work an earn-out, if a note is held we will make sure sellers are protected - or any other situation. All contracts, addendums and negotiations are part of our service to make sure both parties are equally protected and we can appoint a qualified transaction attorney to close the deal for a nominal fee. Business Evaluations An essential part of the transaction is the business evaluation. Whether you are a seller not wanting to under price the business or a buyer not wanting to over pay, we will be able to provide you with the proper multiples or opinion of value. We do not rely on simple multiples as there are far too many factors. We will complete a full blown evaluation that will factor everything from inventory, seller's duties, hours, trends, SDE and so much more. Confidential Business Review (CBR): An essential part of buying or selling a business lies in the confidential business review. Unfortunately, most brokers either do not know how to or just do not prepare a CBR. This is extremely important for both the buyer and seller. Many times what we receive is a paragraph, or a P&L/tax returns, or a partial CBR or sometimes nothing at all! Not everyone can read tax returns and a buyer wants to know about the business they want to purchase. Our CBR will be anywhere from 10, 20, 30+ pages depending on the size of the business. It will include: recasted financials pointing out (line by line) the true income of the seller, pictures of the business, duties, a breakdown of staff, general marketing and advertising, a SWOT analysis (Strengths, Weaknesses, Opportunities & Threats), reviews, necessary information about the industry and so much more. These are questions that buyers ask, and information they want and need to purchase a business. We are not here to waste your time, having to ask/answer questions or hold unnecessary meetings. Cooperation with Other Brokers: For Buyers: You will not be limited to just our listings as we have access to usually around 4,000 active businesses at any time. You can see all of these businesses on our site. We are here to make sure that you find the right business for you, whether it is our listing or another broker's listing. One of the common misconceptions in the business brokerage business is that once you sign a confidentiality agreement with a broker, you must work with that broker. All situations are different, but if you do not feel that you are getting the service you deserve do not hesitate to make a change. For Sellers: We have a strong history of cooperating with other business brokers. If a business broker brings a qualified buyer we will do what is best for the seller and that is cooperate to get the business sold. We will not just give information to any agent, Realtor or broker so you can feel confident that the business will be protected. Confidentiality: Confidentiality is known to be important for sellers but it is also paramount for confidentiality to be kept for the buyers as well. Every buyer will go through a process which will consist of experience, financial viability, requirements and personal preference to make sure the proper businesses are chosen, financing is properly qualified and leases will not be an issue. We will not disclose every business just because someone asks. Summary: Our sole focus is on cash flowing businesses. We do not sell properties, we are not Realtors, we do not lease space…100% of our time is dedicated to you buying or selling a business. We achieve a high success rate by taking minimal listings and buyers and focusing on who we choose to work with rather than trying to sell anything we can. If you want to buy or sell a business, you want to call us!

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Established B2B With Strong Deal Flow | High Growth &Recurring Revenue

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

$125,000

P&C Insurance Agency

Hillsborough County, FL

Established Property & Casualty Insurance Agency - Hillsborough County, FL This well-established P&C retail insurance agency presents an exceptional acquisition opportunity in the thriving...

$500,000

$500,000

Virtual Bookkeeping & Accounting Firm

Florida

Well-established virtual bookkeeping and accounting firm with over 15 years of operating history and a nationwide client base. The business operates 100% remotely with a seasoned team handling all...

$1,500,000

$1,500,000

Cash Flow: $368,399

Well established income tax preparation business. Loyal clientele.

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

$75,000

Cash Flow: $48,500

10-Unit Condo Portfolio, Grandfathered Rental Rights, $1,300,000

Broward County, FL

Nobody else can do what this portfolio does. The 55+ community where these units sit has closed off new rentals entirely. These 10 units got in before it closed. That Grandfathered Rental Status...

$1,300,000

$1,300,000

Cash Flow: $51,270

Elite Allstate Agency in Gainesville: $7.3M Premium & Super Retention

Gainesville, FL

***SALE PENDING*** This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous...

$1,490,000

$1,490,000

Profitable Tax Preparation Business -All States Filings

Hialeah, FL

BUY NOW AND BY THE END OF TAX SEASON YOU WILL ALREADY HAVE WHAT YOU PAID FOR AND ALSO A GOOD PROFIT. ITS A WIN WIN FOR THE BUYER. SELLING DUE TO RETIREMENT BELOW MARKET VALUE...

$590,000

$590,000

Cash Flow: $1,590,500

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

$192,000 - Tampa, FL

$192,000

Tampa, FL

Established CPA Firm for Sale in a Highly Desirable Location!

Florida

-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this...

$950,000

$950,000

Established Accounting Firm for Sale – South Florida

Broward County, FL

Established, home-based South Florida accounting firm serving over 200 individual and business clients with a strong, well-established client base and diversified recurring revenue. The firm provides...

$275,000

$275,000

Cash Flow: $132,890

Established Franchise Insurance Agency in South Miami-Dade

Miami-Dade County, FL

A long-established franchisee of a well-known regional insurance franchise located in Homestead, Florida. The agency specializes in personal and commercial auto insurance, writing over $4m in premiums...

$690,000

$690,000

Cash Flow: $210,100

Full-Service Accounting Firm – Tax, Bookkeeping & Payroll Practice

Saint Cloud, FL

Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation,...

$425,000

$425,000

Cash Flow: $140,002

**UNDER CONTRACT** Establish Bookkeeping Practice

Duval County, FL

Founded in 1997, this well-established Enrolled Agent (EA) accounting firm boasts the highest IRS credential, specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns....

$80,000

$80,000

Cash Flow: $71,919

Established Accounting Firm Strong Client Base. Perfect as an Add-On.

Miami-Dade County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

$75,000

Cash Flow: $47,500

South Florida Tax Practice for Sale. Loyal Clients. Easy Transition.

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

$75,000

Cash Flow: $48,000

Stock Trading Membership Co | 5 Revenue Sources | 50% Seller Financing

Tampa, FL

SellerForce® presents a prominent Trading Education and funding platform that has quickly become a leader in the Financial Education sector. For the past 15 years, the brand has become renowned for...

$125,000

$125,000

Cash Flow: $52,000

Established Tax & Accounting Franchise | Recurring Revenue

Pembroke Pines, FL

This established tax and accounting franchise offers a trusted brand presence, a loyal recurring client base, and a reputation backed by 5-star Google reviews. Positioned in an active South Florida...

$99,000

$99,000

Florida Title Loan Company

$3,900,000 - Winter Park, FL

$3,900,000

Winter Park, FL

Established Boutique CPA Firm with High-Net-Worth Client Focus

Florida

? Cash flow exceeding 50% ? Fantastic reputation with quality referral sources ? Scalable and ready for growth Founded in 2002, this boutique-style CPA firm has built a strong reputation for...

$750,000

$750,000

Established CPA Firm with Loyal Client Base in Central Florida

Florida

- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando...

$1,450,000

$1,450,000

Tax & Bookkeeping Practice for Sale Orange County

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

$240,000

Cash Flow: $99,688

$485,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Not Disclosed

Cash Flow: $165,605

Profitable, Cloud Audit Practice with Low Owner Hours in Miami!

Florida

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic...

$1,450,000

$1,450,000

Independent Claims Adjusting Firm, Seller Financing 50%

Broward County, FL

Independent Insurance Adjusting Firm – Established 31 Years – Florida-Based. This well-established independent insurance adjusting firm has been serving the State of Florida for over 31 years. The...

$225,000

$225,000

Cash Flow: $111,229

Profitable Private Insurance Agency

Miami Gardens, FL

PROFITABLE PRIVATE INSURANCE AGENCY DOING $4,500,000.00 IN SALES AND $450k IN COMM.. OWNER RETIRE. 2 LOCATIONS....

$900,000

$900,000

Cash Flow: $400,000

Anthony Rigney

Quorum Business Advisors, LLC

Serving Duval County, FL

Quorum Business Advisors is a full service Business Brokerage Firm offering Confidential, Professional and Effective Brokering Services. Quorum Business Advisors is a member of the Business Brokers of Florida (BBF), the nation's largest association of business brokers. Through this affiliation, we are able to use a national database of Business Brokers to provide local, regional and national exposure for Buyers and Sellers.

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Turnkey Car Loan Business Opportunity – Established & Ready to Operate

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

$35,000

Cash Flow: $19,221

Easy to Run Financial Corp Specializing in Car Loans - Florida

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

$45,000

Cash Flow: $19,221

Business Brokerage Firm (Remote Operations) in Business for 20yrs

$5,000,000 - Palm Beach County, FL

$5,000,000

Palm Beach County, FL

Profitable Estrella Insurance Franchise

Davie, FL

LOCATED IN AN ANCHORED PLAZA , TRAINING AVAILABLE, LOTS OF ROOM FOR GROWTH FOR SOMEONE IN THE INSURANCE BUSINESS. GEICO APPROVED !...

$120,000

$120,000

Life and Health Insurance agency business

Boynton Beach, FL

Life and Health Insurance agency business, concentration in Medicare products, and other health insurance HMO's, and PPO's....

$59,900

$59,900

$580k (Revenue) Orlando Area - CPA Practice for Sale

Florida

OVERVIEW ABA Advisors represents this CPA practice located in the Orlando, FL area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE...

Not Disclosed

Not Disclosed

Cash Flow: $250,000

Full-service Accounting and Tax Preparation Business

Miami, FL

Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade County This well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance...

$7,000,000

$7,000,000

Cash Flow: $2,560,343

20+ Years Tax, Accounting, Book Keeping Firm

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

$180,000

Cash Flow: $47,804

Successful Accounting Firm in Expansion, Miami and Orlando Territories

Miami-Dade County, FL

Successful accounting Firm in Miami, with more of 15 years in business, seeks 50% strategic passive partner for their next location in Florida. Great opportunity for E2 Visa investors. JP Global...

$250,000

$250,000

Registered Investment Advisor
Asset Sale

Jacksonville, FL

Registered Investment Advisor (RIA) with a vision of investment management for business owners, family estates, individual investors, etc. The Firm is registered as an investment adviser and is...

$7,000,000

$7,000,000

Established Tax Franchise | Exclusive Territory in Pembroke Pines
Asset Sale

Fort Lauderdale, FL

xceptional opportunity to acquire a well-established tax and accounting franchise with exclusive territory in Pembroke Pines, Florida, one of the fastest-growing and most dynamic markets in South...

$99,000

$99,000

Innovative Financial Platform Concept – Front-End Complete
Asset Sale

Palm Beach, FL

This is a rare opportunity to acquire a cutting-edge financial platform concept built to streamline bill payments, monitor multiple accounts, manage money efficiently, and optimize credit scores. With...

$5,000

$5,000

Thriving Allstate Agency in Sunny Panama City Beach, Florida!
Asset Sale

Panama City Beach, FL

Are you ready to escape the corporate grind and step into a lucrative business opportunity in a beautiful, high-growth area? An established Allstate Agency in desirable Panama City, FL is now...

$875,000

$875,000

Franchise Insurance Agency Opportunity
Asset Sale

Fort Myers, FL

Established Insurance Agency Franchise Opportunity in Fort Myers, Florida This turnkey Sebanda Insurance franchise (#95) presents an exceptional acquisition opportunity for a licensed insurance...

$82,000

$82,000

Buy or Sell a Financial Service Business in Florida
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 Analyzed51
Asking Price$450,000
Reported Revenue$335,000
Reported Seller's Discretionary Earnings$163,803
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$195,500$450,000$986,690

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale in Florida.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$158,454$102,110
Median$335,000$163,803
Upper Quartile$693,790$248,113

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 in Florida.

BoundRevenue MultipleEarnings Multiple
Lower Quartile0.921.77
Median1.342.53
Upper Quartile1.673.77

FAQ's

How much does it cost to buy a Financial Service Business in Florida?

The median asking price for an established Financial Service Business in Florida is $450,000, though prices range from under $195,500 to well over $986,690.

How much do Financial Services Businesses owners in Florida earn?

The median reported revenue of Financial Services Businesses in Florida is $335,000 and owners earn a median of $163,803, 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 in Florida, revenue multiples range from 0.92 to 1.67, with a median of 1.34. Earning multiples range from 1.77 to 3.77, with the median at 2.53. This means the typical Financial Service Business in Florida may ask for around 1.34 times its annual revenue, and 2.53 times its annual owner earnings.

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