Find out how much of the book leaves with the owner
Relationships here are personal; ask what retention looked like on any prior transition and weight the price toward recurring clients, not one-time engagements.
financial services for Sale in New York
Similar businesses sell at 1.4x to 6.9x SDE. Compare live listings and connect with sellers.
2 results
Accounting & Tax Practices
Accounting & Tax Practices
48-Year-Old NYC Accounting Firm with $2.6M Revenue & 60%+ EBITDA Margi
New York, New York, United States
New York, NY, US
Respectfully, absolutely NO SEARCH FUNDS OR INDEPENDENT SPONSORS. Established in 1976, this full-service accounting and advisory firm provides tax preparation, small business accounting, payroll, estate planning, and business formation services to over 1,500 clients nationwide. With a 48-year operating history, the firm combines deep client relationships with strong recurring revenue and scalable operations. It maintains a balanced portfolio of individual and corporate clients (roughly 50/50) and enjoys strong referral-driven growth. The business produced $2.2M revenue and $1.35M EBITDA (61.7% margin) YTD 2025, and is projected to reach $2.6M revenue in FY2025. Operations are lean, digitally enabled, and well-positioned for expansion into advisory and remote client servicing. This represents an ideal succession-ready platform for strategic buyers, CPA networks, or PE-backed consolidators seeking to acquire a high-margin, recession-resistant professional services business with long-term client retention and proven performance.
$8,100,000
$2,450,000Revenue
$1,350,000Cash Flow
Insurance Agencies
Other Financial Services
Insurance Agencies
+1
Established Allstate Agency – Grossing $900K / Netting $480K
New York, United States
NY, US
Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ? Net Profit: Approx. $480,000/year ? Policy Count: 2,575+ active policies ? Product Mix: 90% P&C | 5% Life | 5% Commercial ? Retention Rate: High client loyalty ? Location: Nassau, NY – Easily accessible and well-established office ? Staff: Experienced 3-person sales/service team, average tenure of 2+ years ? Technology: Fully digitized records, E-Agent management system ? Lease: 5-year lease at $2,900/month with 3% annual increases ? Real Estate: Option to purchase the building where the agency is located ? FFE Included: Furniture, fixtures, and equipment valued at approx. $50,000 This agency offers an exceptional return and solid foundation for continued growth. With strong brand recognition, stable earnings, a seasoned team in place, and real estate optionality, this is a perfect fit for experienced operators or first-time buyers seeking a plug-and-play opportunity in a high-demand region. ? Inquire today to receive the full information package and take the first step toward acquiring this top-performing Allstate agency.
$2,500,000
$900,000Revenue
$480,000Cash Flow
Market Snapshot
National transaction benchmarks for financial services businesses.
Under $500K
Median revenue$227k
Median cash flow$102k
Median sale price$200k
Multiple range1.4x - 2.5x
$500K to $2M
Median revenue$793k
Median cash flow$310k
Median sale price$875k
Multiple range2.1x - 4.0x
Over $2M
Median revenue$2.40m
Median cash flow$733k
Median sale price$3m
Multiple range3.7x - 6.9x
A variety of factors can cause businesses to trade outside this range, including earnings quality, operational transferability, key-person risk, growth trajectory, and geography, so a listing priced above or below the typical multiple usually reflects real differences in the underlying business.
What to know about financial services acquisitions
GW
Cofounder & CEO
Key diligence, valuation, financing, and transition considerations for buyers evaluating financial services acquisitions.
Confirm the licenses and carrier appointments transfer
A CPA firm, agency, or registered advisory carries credentials and appointments that may not pass automatically; verify what you must hold or re-apply for.
Separate recurring revenue from project revenue
Monthly retainers and renewing policies are worth more than seasonal tax work; get the split in writing.
Look hard at client and carrier concentration
A few large accounts or one dominant carrier can carry the business — and walk. Quantify the exposure.
Check compliance and liability history
E&O claims, regulatory exams, and audit findings are liabilities you may inherit; review coverage and open matters.
Plan for the transition of trust, not just the keys
Clients stay because they trust a person — negotiate a transition period, introductions, and non-competes.
Frequently Asked Questions
Answers to common buyer questions for this market.
Yes, recurring, high-margin revenue is exactly what lenders want. Expect scrutiny of client retention, the owner's role, and license transfer; a documented transition plan makes it far easier.