Industry hub
Accounting firms, insurance brokerages, and wealth advisors provide recurring revenue streams anchored by trusted relationships.
Currently live in FirmFlare for this industry.
New listings surface here in real time.
Market overview
Client migrations, tax complexity, and succession planning keep deal flow steady, particularly in markets with aging principals.
What buyers watch
Retention clauses, fee structures, and staff credentials will make or break diligence—document transition assistance thoroughly.
Valuation trends
Firms with >80% recurring revenue and low churn can fetch 1x+ revenue or 4x–6x EBITDA; transactional shops stay below those marks.
Showing page 1 of 290.
This is a well- wholesale Commercial Property & Casualty (P&C) Insurance Brokerage with over two decades of experience serving retail insurance agencies and
This is a subscription-based lead generation agency specializing in providing fully automated prospecting services to financial advisors and B2B sales teams.
This listing presents a mature Workers’ Compensation Insurance Carrier located in Miles City, Montana, offering immediate operational capability.
This is a well-structured financial advisory practice specializing in tax-efficient retirement income strategies for high-net-worth individuals ($1M-$5M
This listing seeks a private investment partner to fund the establishment of a dedicated energy trading account.
This insurance brokerage specializes in the niche area of Surplus Lines, serving a sophisticated clientele of licensed professionals.
This listing seeks $5,000,000 in private money loans structured as a one-year escrow loan to finance nationwide and worldwide humanitarian housing projects.
This listing offers access to pre-approved Regulation A (Reg A) corporate shells, designed for entities seeking to list and raise capital efficiently.
This listing features an ATM route comprising 11 machines strategically placed in high-end hotels across the Providence, RI area.
This listing seeks $10,000,000 in short-term transactional funding over 30 days, offering investors an 8% monthly return (potentially increasing to 10% based
A European bank operating across two countries, including 2 branches and several representative offices, is available for acquisition.
This listing advertises access to private funding sources for US business owners needing capital rapidly.
This listing presents a Farmers Insurance agency for acquisition in Reno, NV, featuring an existing client roster and immediate monthly cash flow of
This is a listing for a well-regarded, independent Property and Casualty Insurance Agency located in Queens, NY.
This offering is for a well- tax preparation franchise located in Albany, NY, operating under the Liberty Tax brand.
This listing presents a Forex and remittance service operating in London, UK.
This listing offers the acquisition of a Buy Now Pay Later (BNPL) financial license valid throughout the European Union, leveraging EU passporting rights.
This listing features a worldwide remittance and Forex operation headquartered in London, United Kingdom, which holds an API license.
This listing offers a specialized tax and compliance firm serving US real estate investors, owners, and developers.
This listing advertises a specialized financial service providing comprehensive funding solutions for acquiring US-based businesses.