Wisconsin
Not Disclosed
Cash Flow: $441,793
Financial Services Businesses For Sale
Industry Info
$500K (REVENUE) Central Wisconsin – CPA Practice for Sale
Profitable Payroll Processing & Compliance Business – Scalable
Sacramento, CA
$325,000
$2.36M Rev – Specialized RIA Staffing Platform
Dallas County, TX
Not Disclosed
EBITDA: $375,000
The #1 Restaurant Business Brokerage. Unlimited Earnings!
Surfside Beach, SC
$149,000
Williams Place CPA Practice For Sale
Gwinnett County, GA
$150,000
Established- Elite Allstate Insurance Agency- Miami Gardens
Miami Gardens, FL
$980,000
Turnkey Franchised Business Services Firm For Sale
Alberta
$699,000
Established Tax & Accounting Franchise | Recurring Revenue
Pembroke Pines, FL
$99,000
Tax Preparation and IRS Representation Firm in Dallas / Ft. Worth
Tarrant County, TX
$172,500
Virtual Reno NV EA Book of Business
Washoe County, NV
$550,000
Check Cashing - Payday Loan Business for Sale
Escambia County, FL
$225,000
Accounting Firm
Arapahoe County, CO
$1,300,000
Established Boutique CPA Firm with High-Net-Worth Client Focus
Florida
$750,000
RARE OPPORTUNITY: Large, Established Insurance Agency for Sale
$925,000
Adams County, CO
3million Gross Medical Billing Company VA,with 2 Hospital ERs
Virginia
$4,500,000
Los Gatos CPA Firm for Sale
Los Gatos, CA
$410,000
Robert Hirsch
Exit Hero
Serving Pitkin County, CO
Contact me
High Desert CPA Firm for Sale
Kern County, CA
$415,000
Contractors Licensing School w/ Associated Insurance / Bonding Agency
Phoenix, AZ
$800,000
Overland Park CPA Firm (partial sale)
Overland Park, KS
$198,000
Oklahoma City CPA Practice For Sale
Oklahoma County, OK
$360,000
Accounting Practice for Sale in Portland, Oregon
Portland, OR
$781,000
Rare Find - Turnkey Profitable Immigration Consulting Firm, Broward
Florida
$600,000
Rare Find - Tax & Accounting Franchise, Broward County, FL
Florida
$130,000
Tax Practice with huge opportunity for growth
Pendleton, OR
$125,000
Established Agency for Sale - Turn Key
$152,000
Sandpoint, ID
Accounting Practice for Sale in Houston, TX
Houston, TX
$1,200,000
Established Three-Partner CPA Firm with Strong Reputation
North Carolina
$3,250,000
White Plains, NY CPA firm with ~50% profit margins.
White Plains, NY
$1,000,000
Scalable Personal Insurance Agency with Advanced Technology
Nashville, TN
$189,000
Virtual CAAS firm with 60% margin
Michigan
$2,990,000
Southern California Firm Serving High-Net-Worth Clients
California
$2,300,000
Raleigh CPA Practice For Sale
Wake County, NC
$875,000
Online Firm Helping Foreign Owners with U.S. Taxes
$3,695,000
Accounting Practice for Sale in Northbrook, IL
Northbrook, IL
$1,200,000
Tax Practice for Sale in Lakewood, CO
Lakewood, CO
$650,000
$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record
$1,354,752
Fort Worth, TX
NW of Philadelphia CPA Practice For Sale
Pennsylvania
$2,300,000
Great Deal - DFW ATM Route - 24 ATMs $190,000
Fort Worth, TX
$190,000
Encino EA Firm for Sale
Encino, CA
$395,000
Remote CPA Firm for Sale
Escondido, CA
$550,000
Well Established Check Cashing Business for Sale
Camden County, NJ
$250,000
HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale
Boca Raton, FL
$699,999
Simi Valley, CA CPA Book of Business for Sale
Ventura County, CA
$160,000
Pacifica CA CPA Practice for Sale
San Mateo County, CA
$425,000
Cortney Sells
The Firm Advisors, LLC
Serving Lancaster County, NE
Sells is an accomplished businesswoman with expertise and instinct for mergers and acquisitions. With over 150 transactions under her belt since 2010, she and her team at The Firm specialize in pairing the owners of existing businesses with qualified individuals who can continue the legacy of the business. In 2018 alone they brought 49 businesses to the closing table, which is a nationally recognized high. Sells leads a team of empowered professionals who share her passion for client services and helping buyers and sellers imagine their futures, whether that means retirement, change in industry, or simply acquiring a company to expand their personal wealth. The Firm Business Brokerage works with businesses large and small, from the Middle Market to Main Street. If you’d like to pursue an exit from an existing company or would like to become a business owner without “starting from scratch”, Sells and her team would welcome the opportunity to meet with you. Prior to founding The Firm, Sells founded Agency 89, a talent agency which then became Nebraska’s first licensed talent school. She served as President until the agency’s acquisition in 2009. Among her professional affiliations are Vistage, a board member of Entrepreneur’s Organization Nebraska (EO), Rotary International and the Greater Omaha Chamber of Commerce. She served on the board of Heartland Family Services and volunteers regularly for organizations such as The Leukemia & Lymphoma Society, where she was a nominee for Woman of the Year, St. Patrick’s parish and is a mentor for the Transition Assistance Program at Offutt Air Force Base. Sells was named “Best of Omaha” Business Broker of the Year from 2012-20178 She is also the Editor of The Deal Review, a publication distributed to 21,000 business owners. Her accomplishments include cover stories in Midlands Business Journal, The Daily Record, Omaha Magazine, and features on Fox News and CBS’ Morning Blend. When away from the office, Cortney and her partner Adam enjoy active roles at St. Margaret Mary Catholic School, coaching their daughter Vienna’s soccer team and boating on the lake with their son Knoxx and three dogs.
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Individual Tax Preparation
Corona, CA
$32,500
Virtual CFO & Bookkeeping Firm for Sale!
Texas
$2,390,000
Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring
$1,406,160
Jacksonville, FL
Profitable, Turnkey Bookkeeping Platform with Remote Team
Denver, CO
$550,000
Northern Great Lakes Region, MI Virtual Tax Practice for Sale - MI6174
Michigan
$630,000
Insurance and Accounting Firm with Book of Business | 20-Years
Dallas County, TX
$440,000
$1.2M EP Allstate Agency in St. Peters, MO!
Saint Peters, MO
$322,000
$4.2M EP Allstate near Portland, OR
Beaverton, OR
$799,000
Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre
Quebec
$895,000
Accounting & Bookkeeping Services Business
Essex County, MA
$200,000
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.
