Volusia County, FL
$1,599,900
Financial Services Businesses For Sale
Industry Info
Established CPA Firm for Sale
Tax and Accounting Firm Looking for Merger Partners
King County, WA
$1
Franchised / Fast growing / General Insurance Company
Bradenton, FL
$230,000
Medford, OR CPA & EA Practice for Sale - Motivated Seller
Jackson County, OR
$445,000
Certified Public Accounting (CPA) Firm
4 Y/O Fintech White Label Software Provider
Singapore
$2,040,000
Commercial & Personal Accounting Company For Sale!
Middlesex County, MA
$300,000
Jackson / Humboldt, TN Area (Madison County) Accounting & Tax Practice
Madison County, TN
$165,000
West of Nashville, Tennessee Tax & Accounting Practice for Sale
Dickson County, TN
$800,000
Knoxville, Tennessee Tax & Accounting Practice for Sale
Knoxville, TN
$165,000
Hard Money Lending Business - Well Established with Great Books, Tampa
Hillsborough County, FL
$5,000,000
Carson City NV Tax & Bookkeeping Practice for Sale
Carson City County, NV
$695,000
CPA Firm with Premier Tax Strategy Services With 70% Cash Flow!
North Carolina
$1,100,000
Montreal, QC, Bilingual Bookkeeping, Tax and Consulting Practice
Quebec
$3,200,000
Allstate Agency in New Orleans, Louisiana
New Orleans, LA
$550,000
Downtown Dallas, TX CPA Practice for Sale
Dallas County, TX
$350,000
Ryan Cave
Sunbelt Business Brokers of South Florida
Serving Palm Beach County, FL
Sunbelt Business Brokers of South Florida's professional sales agents have been representing buyers and sellers of small and mid-sized businesses for nearly 25 years. SUNBELT is currently the largest network of business brokerage offices in the world dealing exclusively in the sale of businesses. We offer the national and international exposure for seller's business for sale while maintaining the confidentiality they demand and the local attention they deserve. Our team, comprised of brokers with certifications such as Certified Business Intermediary (CBI), Mergers & Acquisitions Master Intermediary (M&AMI), and Certified M&A Professional (CM&AP), handles complex transactions across industries, with revenues typically between $1 million and $50 million. At Sunbelt Business Brokers of South Florida, our mission is simple: to be the trusted partner for entrepreneurs, helping them maximize the value of their businesses through expert guidance, industry knowledge, and a commitment to getting deals done right.
Contact me
Full Service CPA & Financial Advisory Firm
Connecticut
ELITE Allstate Agency NW of Atlanta, Georgia
Cobb County, GA
$599,000
Reasonably Relocatable Accounting Practice In A Popular Cleveland Burb
Cuyahoga County, OH
$148,344
Allstate Agency North of Columbus, Ohio
Franklin County, OH
$499,999
ELITE Agency in Columbus, Ohio
Franklin County, OH
$1,600,000
$200K (Revenue) Brooklyn, NY - Tax Practice For Sale
Brooklyn, NY
Cash Flow: $95,651
Lucrative SW Chicago Suburb Firm For Sale Located In Popular Suburb!
Cook County, IL
$788,400
$160K Revenue Houston, Texas – Audit Firm For Sale
Harris County, TX
Cash Flow: $128,500
Profitable Insurance Agency franchise
Bradenton, FL
$230,000
Highly Profitable Financial Services & Consulting Firm | TURNKEY
Sacramento County, CA
$1,400,000
Allstate Agency NW of Cincinnati, Ohio
Butler County, OH
$450,000
Ketchum-Sun Valley, ID Area (Blaine County) CPA Practice
Blaine County, ID
$316,000
Allstate Agency over 40 years
Stockton, CA
$850,000
Allstate Agency in the Queens, New York area
Queens County, NY
$1,300,000
$345,000 Revenue - Kent, WA - Tax, Accounting & Payroll Firm
Kent, WA
Cash Flow: $279,362
Thriving Accounting & Tax Firm – Ready for New Ownership!
Coral Springs, FL
$175,000
ELITE Allstate Agency near the Charleston, SC Area!
Charleston County, SC
$899,000
Profitable Accounting Firm with 15+ years in Phoenix - SALE PENDING
Phoenix, AZ
$1,016,250
(Price Improvement!) 35+ year Allstate Agency NW of Philadelphia
Berks County, PA
$615,000
Highly Reputable CPA Firm in Central, KY
Fayette County, KY
$600,000
$1,350,000 Northern Colorado Area Tax and Accounting Practice For Sale
Colorado
$1,800,000
Virtual Covina, CA CPA Practice for Sale
Los Angeles County, CA
$3,000,000
Northern Minnesota Based Accounting Firm – $560,000 2024 Revenue
St Louis County, MN
$600,000
(PRICE IMPROVEMENT!!) Farmers Agency North of Denver!
Adams County, CO
$999,999
High Profit Margin Title and Escrow Business Gulf Coast Area
REAL ESTATE INCLUDED
Alabama
$5,500,000
Philadelphia Area (Bucks County) Tax and Accounting Practice
Bucks County, PA
$700,000
Amazing Michigan ATM route - 17 ATMs - $218k/year SDE $650,000
Battle Creek, MI
$600,000
Thriving Virtual Niche Accounting Firm with Clear Path to Scale!
Texas
$795,000
Roy Liu
Potomac Network
Serving Fairfax County, VA
POTOMAC NETWORK 44675 Cape Court Suite 130 Ashburn, VA 20147 Potomac Network maintains a network of legal counsels, wealth managers, CPAs and bookkeepers, commercial real estate brokers, business valuation and deal specialists who possess a wealth of experience in their practices. Our associates are proud members of various local chambers of commerce as well as numerous business to business network organizations. THE POTOMAC NETWORK DIFFERENCE - Enabling growth through acquisitions. LOWER COST Our superior operation model enables 40%-60% less brokerage commissions. PROCESS We manage the entire process from valuation to sales closing so our clients can mind their own business. TEAM WORK Our clients welcome my teamwork approach. We have my our team of professionals, or, we can work with a client’s already-established team. We maintain strong relationships with other professionals who have specialized knowledge about niche areas that may be desired to help grow your business.
Contact me
Established CPA Firm Located North of Durham For Sale!
North Carolina
$1,500,000
Independent Flood Insurance Adjusting Company
P2P Cryptocurrency Service Provider w/New Price #926
Saint Louis, MO
$700,000
South Ft Worth
Fort Worth, TX
$515,000
Elite Agency for Sale in Atlanta, GA!
Atlanta, GA
$4,800,000
Law Office and Title Insurance Agency
Chester County, PA
$100,000
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.
