Lakewood, CO
$650,000
Financial Services Established Businesses For Sale
Industry Info
Tax Practice for Sale in Lakewood, CO
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
Individual Tax Preparation
Corona, CA
$32,500
Virtual CFO & Bookkeeping Firm for Sale!
Texas
$2,390,000
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
San Antonio, TX Coaching Franchise - Now Available
$714,000
San Antonio, TX
$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
Steve Radekopf, CBI CFC
Sperry-Radekopf & Associates
Serving Charleston County, SC
Steve Radekopf, CBI Licensed since 1991 South Carolina and North Carolina licensed Commercial Real Estate Broker, Certified Business Intermediary and Certified Franchise Consultant specializing in Main Street to Mid-Market business brokerage with offices in Charleston, SC and Charlotte, NC. Certified foreclosure intervention specialist.
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Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre
Quebec
$895,000
Occupancy & Insurance Inspection Provider
Arenac County, MI
$330,000
Established La Crosse County CPA Practice For Sale
La Crosse County, WI
$200,000
600k SDE Medical Billing company, Specialty Behavior Health Growing!
Ohio
$2,900,000
Independent Insurance Agency – $3M Premium Book – Prime Location Holly
Hollywood, FL
$650,000
East Kansas City Area CPA Firm
Missouri
$325,000
York County CPA Practice For Sale
York County, SC
$515,000
White Mountain Region, New Hampshire Tax & Accounting Practice for Sal
Carroll County, NH
$300,000
Proven ATM Network: $32K+ Monthly Profit, Turnkey Operation
$1,376,256
Lubbock, TX
Hampton Roads Area Tax and Accounting Practice For Sale
Virginia Beach, VA
$550,000
Phoenix-Area Medical Insurance Verification Business
Maricopa County, AZ
$250,000
Foster City CPA Firm for Sale
Foster City, CA
$185,000
High-Margin 401(k) & Investment Advisory Consulting Firm
Michigan
$3,500,000
$4.5M EP Hilton Head, SC Elite Allstate Agency For Sale!
Hilton Head Island, SC
$1,490,000
Tax Practice for Sale in NYC
New York, NY
$425,000
Central Arkansas Client List
Arkansas
$213,000
Niche CPA Practice North of Boston For Sale
Massachusetts
$2,500,000
Virtual Brentwood Northern California Tax Book of Business for Sale
Contra Costa County, CA
$360,000
Creative agency for standout brands and investor decks
Utah County, UT
$810,000
150 ATMs. $360K Revenue. $288K Cash Flow.
$1,008,000
Indianapolis, IN
Virtual Carpinteria, CA CPA Practice for Sale
Santa Barbara County, CA
$235,000
Overland Park Client List
Overland Park, KS
$282,000
45% Cashflow and Growing CPA firm with 70-100% Equity for Sale
California
$3,890,000
$70,000 NET Money Service Transfer Business & Retail Store in Mesa!!!
Mesa, AZ
$160,000
Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches
Escambia County, AL
$180,000
Westwood, Westside Los Angeles, High Quality CPA Practice for Sale
Los Angeles, CA
Not Disclosed
Cash Flow: $800,000
Scalable Ag Media & Grain Market Subscription Business #1980
Not Disclosed
Cash Flow: $981,652
Utah-Based CPA Peer Review Practice
Utah
$100,000
Andrew Wilbur
High Point Business Brokers
Serving Canada
As the founder of High Point Business Brokers, I am thrilled to combine my wealth of experience with a network of experts to benefit our clients. Early in my career I learned the value of a consultative approach, and that the greatest rewards are not financial, but in having a positive impact in people’s lives, careers, and businesses. My foundation is in sales and recruiting, within retail, personal services, technology, energy, financial, construction, and manufacturing industries. This has been enhanced by training in Organizational Development, Talent Acquisition, and M&A. I have also lived and worked in Ontario, New Brunswick, and Alberta, supporting businesses across Canada. This experience over the past 30 years has taught me how to not only listen for people’s needs and priorities, but to successfully guide my client’s in their goal setting and decision making process. Success in helping clients then evolved into teaching others, building sales teams, and ultimately advising on company direction at an executive level. I ventured out from corporate employment into business brokerage and independent consulting in 2019. Having worked with many business owners since then, I’ve seen a need in the market to bridge the gap between a business’ present state and the goals of owners to exit the business successfully. This is where adding the consulting element from my previous career and the exceptional team of Advisors at HPBB, can make the difference for our clients. Similarly, buyers can benefit from experienced Advisors on call to ensure the successful transition into business ownership. High Point Business Brokers exists to bring a long term consultative approach to business brokerage. We’re here to maximize your investment and to add far more value than a single transaction.
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ELITE Allstate Agency near McKinney, Texas
Mckinney, TX
$2,000,000
Tax Preparation & Bookkeeping Services
Worcester County, MA
$550,000
Top Business Brokerage/ M&A Firm – Key LA Territory & Active Pipeline
$1,200,000
Los Angeles County, CA
Perfect Chicago ATM Route - 10 ATMs $120,000
Aurora, IL
$120,000
Profitable Financial Services Business, Turnkey & Growing
Houston, TX
$802,694
Reasonably Relocatable CPA Firm in Affluent Detroit Suburb
Oakland County, MI
$298,000
Profitable Allstate Insurance Office in Levittown
Levittown, PA
$450,000
High-Profit Insurance Office, Recurring Income
Columbia, SC
$13,490
Castro Valley CPA Firm for Sale
Castro Valley, CA
$235,000
Public Sector & Youth Ad Sales Specialist
Monmouth County, NJ
$335,000
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.
