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Financial Services Businesses For Sale

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Industry Info
Virtual Bookkeeping and Accounting Firm

Florida

Well-established bookkeeping firm in Southwest Florida, with over 15 years in business and a strong nationwide presence. The company operates entirely virtually, with a seasoned team in place—making...

$1,500,000

$1,500,000

Cash Flow: $368,399

Established Tax and Bookkeeping Practice in Wilmington, NC

ESTABLISHED TAX AND BOOKKEEPING PRACTICE - WILMINGTON, NC This well-established accounting practice, operating since 1999, presents an exceptional opportunity for an experienced or new tax...

$265,000

$265,000

Cash Flow: $125,000

Midtown Atlanta Tax & Accounting Practice For Sale

Cobb County, GA

• Owner is looking for a career change and is available for transitioning as agreed with buyer. • 2025 gross revenues are estimated to be around $250,000! • Primarily a tax practice with some monthly...

$285,000

$285,000

West of OKC CPA Practice For Sale

Oklahoma

• Seller retiring, but willing to assist with client transition with buyer. • Revenues going forward to be around $190K due to discontinued audit work by seller. • Staff in place and seller believes...

$210,000

$210,000

Established Medicare & Group Benefits Firm

Deschutes County, OR

With decades of trusted service, this health insurance agency has carved out a strong niche in the Medicare and employer-sponsored benefits space. Its client portfolio has grown organically, driven...

$2,995,000

$2,995,000

Cash Flow: $565,000

Havre, MT CPA Practice

Havre, MT

This well-established CPA Tax & Accounting Practice for sale in Havre, MT has annual gross revenues of approximately $350,000. The practice caters to a loyal, long-term client base and has earned an...

$350,000

$350,000

San Diego CPA Firm for Sale

San Diego, CA

CPA firm for sale in the Scripps Ranch neighborhood of San Diego. This well-established firm sold roughly half of the firm in 2020 in order to reduce the Seller’s workload in anticipation of...

$175,000

$175,000

Cash Flow: $115,413

Well Established East TN Bookkeeping/Tax Prep Practice

Knoxville, TN

This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the...

$100,000

$100,000

Cash Flow: $52,067

25 Year Established CPA Business In Great Location For Sale

Bergen County, NJ

HS Listing ID-67612 Practice over 25 yrs old 60% personal returns.. 40% corporate returns Most clients have been with practice many years . Majority of clients from NY and NJ 95% of returns done...

$849,000

$849,000

Kawartha Lakes, ON, Compilation, Accounting and Tax Practice For Sale

Ontario

Practice for Sale – Established Tax and Accounting Firm We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid...

$535,000

$535,000

Hybrid CPA Firm with Growing Demand and Strong Cash Flow

Florida

-Cash flow exceeding $200,000 -Located in a fast-growing area -Wait list of new clients This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and...

$625,000

$625,000

Rural NW Missouri Audit & Tax Firm

Missouri

MO1168: This rural NW Missouri Audit & Tax Firm is well established and well known in the area. The firm offers a good fee structure, a nice mix of services and a good cash flow to the owners. The...

$560,000

$560,000

Growing NJ NY Merchant Processing Portfolio - $3,599,000.00

Jersey City, NJ

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,599,000

$3,599,000

EBITDA: $720,000

Farmers Insurance Agency - For Sale

$225,000 - Clark County, NV

$225,000

Clark County, NV

Amazing NY Merchant Portfolio - $3,600,0000 for $725,000 Net Income

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

$3,600,000

Cash Flow: $725,000

$515,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Cash Flow: $155,232

Not Disclosed

Cash Flow: $155,232

Rob Rigolfi

California Business Realty

Serving Contra Costa County, CA

California Business Realty offers a comprehensive range of services to assist business owners in successfully selling their businesses. Our team of experienced professionals helps navigate the complex process of selling a business by providing valuable expertise and confidential guidance every step of the way. California Business Realty assists buyers in identifying and purchasing their ideal businesses or franchises through a comprehensive process. Most business sales and purchases involve leased premises. Aligning the lease terms with the future plans of a business are critical to its value. Those that include the associated real estate as part of the sale require specific skills and attention. At California Business Realty, we not only negotiate leases but also facilitate the sale and purchase of buildings, land, and use easements associated with the business being sold or purchased.

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$625K (Revenue) Broward County, Florida – CPA Practice for Sale

Broward County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Broward County, FL. The seller is willing to provide transitional assistance to the buyer...

Not Disclosed

Cash Flow: $312,339

Not Disclosed

Cash Flow: $312,339

Established Business - Ready to Grow!

Albuquerque, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $100,000 in dependable recurring revenue from renewals alone,...

$180,000

$180,000

Cash Flow: $40,000

CPA Practice for Sale – Perfect for Growth-Minded Professional

Bergen County, NJ

Opportunity for individual or small cpa firm to purchase a south bergen county practice. Practice has strong cash flow and loyal clientele. Work includes personal/business/sales tax returns, payroll...

$200,000

$200,000

Cash Flow: $135,000

Firmly established insurance agency in East Texas

Texas

Great opportunity in a growth rich area and at a great time, with a company that is focused on exponential growth in 2025-2026. That translates to aggressive pricing in the marketplace. This a "name...

$400,000

$400,000

Cash Flow: $150,000

NC/NY Virtual CPA Practice For Sale

New Hanover County, NC

• Buyer MUST HAVE cross-border tax knowledge regarding working with clients in Canada! • VIRTUAL practice with clients in both U.S. and Canada. • Seller retiring but willing to assist buyer with...

$560,000

$560,000

Bookkeeping and Accounting Business

Lee County, FL

Established Bookkeeping Firm for Sale • Over 160 Tax Preparation and 55 + incorporated businesses, 21 Payroll/Accounting (estimate) • All word-of-mouth referrals and repeat customers—no advertising,...

$250,000

$250,000

Cash Flow: $117,780

Southeast Nashville, Tennessee Accounting & Tax Practice for Sale

Nashville, TN

• Accounting and tax (Enrolled Agent) practice for sale in Nashville, southeast of downtown • Revenues are derived from accounting and payroll (approximately 38%, mostly monthly accounting) and tax...

$410,000

$410,000

Cash Flow: $200,000

Allstate Agency West of Cleveland, Ohio

North Ridgeville, OH

This long-standing agency west of Cleveland, Ohio, offers a well-established book of business with a proven track record. Serving clients since the early 1990s, the agency has consistently delivered...

$499,000

$499,000

Cash Flow: $169,600

Money Service Business

$399,000 - Paso Robles, CA

$399,000

Paso Robles, CA

South-Eastern Ontario Bookkeeping & Tax Practice for Sale

Ontario

This well-established accounting and tax practice generates annual revenues of approximately $278,000, offering buyers a solid mix of recurring business clients and a large, loyal tax base. Key...

$325,000

$325,000

Halifax, Nova Scotia, Tax and Small Bookkeeping Practice for Sale

Nova Scotia

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service. Key Highlights:...

$495,000

$495,000

Accounting client list - PRICE REDUCED!

Saint Louis, MO

PRICE REDUCED! Accounting practice is selling a portion of their customer list to focus on their other core businesses....

$131,000

$131,000

Flagstaff CPA Firm - Asking $210,000 for $250,000 in Recurring Revenue

Flagstaff, AZ

A perfect CPA/EA opportunity. This is a lucrative opportunity to take over a respected and trusted firm within the Flagstaff business community. This firm is primarily tax with about $50,000 of...

$210,000

$210,000

Cash Flow: $165,000

Prime opportunity to own a tenured Allstate agency!

Aiken County, SC

2025 PRO achievement level performance On pace for PRO in 2026 $3.9mm earned premium and growing! Impressive 91% net retention rate; 5+ years: 92% P&C appointments in SC and GA Two licensed,...

$675,000

$675,000

Check out this tenured PRO achievement level Allstate agency

Indianapolis, IN

$3.2mm earned premium 90% net retention; 5+ years: 91% Low loss ratios across all major product lines Two licensed, experienced staff members Highly visible office location 1500 sq ft with four...

$598,000

$598,000

Tax Service & Bookkeeping Business

Van Wert County, OH

Transworld Business Advisors of Northwest Ohio represents a 40+year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This...

$100,000

$100,000

Cash Flow: $44,480

Tenured Allstate agency with high growth potential

Spartanburg, SC

LOWER PRICE!!! This well established agency with high growth potential features: $3.6mm earned premium 87% retention; 5+ years: 88% Low loss ratios across all major product lines P&C appointments in...

$575,000

$575,000

Check Cashing Store

REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

$700,000

Cash Flow: $138,417

REAL ESTATE INCLUDED

Thriving Farmers Insurance Agency Turn-key Ready!

Glendale, AZ

Established Insurance Agency - Turn-Key Opportunity in Glendale, AZ This thriving insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking an established...

$275,000

$275,000

Established Mortgage Broker For Manufactured Housing

$7,000,000 -

$7,000,000

Tax Preparation practice. Established 26 years.

Sebastian, FL

Turn Key Tax Preparation office established 26 years. Majority individual returns with long established repeat clientele. Free rent and utilities first year. $75,000 down with 24 monthly payment...

$149,000

$149,000

Cash Flow: $86,213

9 year old Successful Income Tax Preparation with over 60+ clients

Elgin, AZ

This is an 8 year old upstart business with a great reputation in the community. There is great potential for client growth as Sonoita is a sought after place to live. Present owner did not do a lot...

$49,000

$49,000

Cash Flow: $50,000

Profitable, Long-Standing Financial & Accounting Practice

Broward County, FL

Well-established, bilingual (Spanish/English) Accounting, Financial, and Strategy Solution firm with over two decades of proven performance. Founded by a husband-and-wife team now ready to retire, the...

$1,000,000

$1,000,000

Cash Flow: $379,784

Profitable Accounting Firm in El Paso County, TX

El Paso County, TX

LISTING ID # 37155 A unique chance to acquire a well-established, profitable accounting practice in El Paso County, Texas. For over 10 years, this firm has built a strong reputation providing a full...

$650,000

$650,000

Cash Flow: $225,000

Western Slope Colorado CPA Practice for Sale

Colorado

- Single-owner CPA practice - 47% Tax Preparation (57% Individual; 41% Business; 2% Other); 43% Bookkeeping; & 10% Payroll - Cash flow to owner before potentially duplicate expenses is 62% - Practice...

Not Disclosed

Cash Flow: $159,000

Not Disclosed

Cash Flow: $159,000

Established Century 21 Franchise for Sale

Suffolk County, NY

NO MONEY DOWN! MUST HAVE A NYS REAL ESTATE BROKERS LICENSE Established Turnkey Century 21 Franchise. Own this globally branded franchise with no money out of pocket! The sale includes branded...

$10,000

$10,000

Lenexa CPA Firm

Lenexa, KS

KS1117: The seller of this Lenexa CPA firm is seeking an experienced CPA buyer for the business. This firm is well established, well known in the area, and has experienced steady growth over the...

$635,000

$635,000

Profitable CPA Firm with Strong Recurring Revenue

Duval County, FL

Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and...

$3,300,000

$3,300,000

Cash Flow: $792,937

Kevin Hermansen

Biz Sellers

Serving Bonneville County, ID

Over the past decade, Store Coach has brokered the sale of over 100 web-based businesses for a total transaction value of just over $18.3 million. And we'd love to broker the sale of your online business as well! We generally get at least 40% more for your online business than you could get selling it yourself... plus, we'll do all the work for you! And unlike most website brokers, we don't charge any listing fees, vetting fees or up-front fees of any kind! If your site doesn't sell (which is extremely unlikely - we have a 92% success rate), you won't pay us a single penny. And our brokering fee is among the very lowest in the industry (despite the fact that we do more for our clients than anyone else)! We provide A-to-Z all-inclusive brokering services. We handle absolutely everything for you... We create the sale listing, generate leads, screen (vet) potential buyers, handle all communications with prospective buyers (this saves you dozens/hundreds of hours!), manage the due diligence & closing process, and facilitate the asset & funds transfer. We have an impeccable reputation, and our past clients rave about their experience selling their business through us and our top-notch service and professionalism. Most importantly, we'll help you get top dollar for your web business. You will NET MORE & PAY LESS™ with Store Coach Brokering Service! LOW FEES Despite the fact that we do a lot more than the average web business broker, our commission structure is among the very lowest in the industry... - 2% for sales over $10 million - 4% for sales of $5-10 million - 7.5% for sales of $2-5 million - 10% for sales of $1-2 million - 12.5% for sales of $500k to $1 million - 15% for sales under $500k And remember, you won't pay us a penny until after your site sells. We don't charge ANY up-front fees whatsoever. 92% SOLD... FAST! When we say that we can sell your business, we really mean it! We have a 92% success rate in getting sites sold... and fast! On average, we have an offer in hand 36 days after the listing goes live. It's all made possible by the fact that we've built up a huge list of potential buyers (with a wide range of buying power and interests) who we notify every time we post a new listing. A lot of our new listings are purchased very quickly by one of these potential buyers on our lists, many of whom have purchased sites through us in the past. FABULOUS LISTINGS Our listings are ultra detailed, extremely convincing and very well-written. Just take a look at some of our active listings to see the quality of our work. What's more, we'll list your site in MULTIPLE high-traffic website marketplaces, including the Store Coach Marketplace, BizBuySell, Flippa and more. By posting in multiple marketplaces, our average listing gets 10+ new leads per day on an ongoing basis! And our impressive seller profile & broker status generates A LOT of trust and increases the amount buyers are willing to pay. SECURE PROCESS We are very careful to protect your trade secrets and other confidential information, both in the public sale listing and throughout the entire selling process. While our listings are very detailed and comprehensive, they typically do not reveal the domain name (or brand name) or the specific product line(s) you sell. It's only after we screen prospective buyers and get an NDA that this info is shared. And even after that, we follow your instructions on what information is disclosed to prospective buyers and when. You're in charge! ECOMMERCE EXPERIENCE Long before we began brokering the sale of websites, we built and operated many websites ourselves (including dropship eCommerce stores, inventory-based stores, Amazon FBA businesses, ad-driven content sites, affiliate sites and more). We've also bought and sold dozens of sites ourselves over the past 15 years. Bottom line: We know ALL SIDES of this business inside and out. We know what's important to buyers, we know what's important to sellers, and most importantly, we know exactly what it takes to get the deal done! ABOVE & BEYOND Here are just a few of the "extra" things we do to show our clients we love them... 1) We provide escrow services for no additional cost, which saves you hundreds (or thousands) of dollars. 2) Our team includes accounting experts who can assist you (for no additional fee) with cleaning up your books and preparing your P&L (and other financial information) for the listing. Our past clients rave about how helpful and valuable this is. 3) We assist with transferring all of the business accounts and assets after the sale is completed.

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Thriving CPA Firm with Stellar Cash Flow!

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

$1,395,000

Northeast Dallas, TX Tax & Accounting Practice for Sale -TXN6111

Dallas County, TX

This long-established tax and accounting practice for sale in Northeast Dallas, TX has annual gross revenues of approximately $292,000. The practice is focused on tax services, with exceptionally high...

$320,000

$320,000

Estate Sales Franchise w/ 95% In House Financing & Health Insurance!

$24,500 - Alpine, NJ

$24,500

Alpine, NJ

Mike Stavrinakis

Stavrinakis Franchise & Business Brokerage

East of Memphis, Tennessee CPA Practice for Sale

Tennessee

• Quality CPA practice for sale east of Memphis, Tennessee • Revenue is comprised of accounting and payroll (approximately 50%), tax services for individuals and business / other entities (47%),...

$550,000

$550,000

Cash Flow: $360,000

South Central Kansas CPA Firm

Kansas

KS1116: The sellers of this CPA firm located in the central part of southern Kansas are seeking a CPA buyer for the firm. Well-established and well-known in the area, the firm has a good fee structure...

$500,000

$500,000

Gurnee, Illinois CPA Practice for Sale

Gurnee, IL

This well-established CPA firm in Northern Chicago has built a strong reputation for responsiveness, fair pricing, and high ethical standards, resulting in loyal clients, long-standing relationships,...

$385,000

$385,000

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

$1,100,000

Growing Central Kentucky CPA Practice

Kentucky

Single-Location Practice – Systems Ready for Seamless Transition History of rising recurring income. Loyal clients. This tax & accounting firm is a rare find — with increasing margins, streamlined...

$978,500

$978,500

Cash Flow: $180,000

Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years

Carson, CA

This is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

$640,000

Cash Flow: $318,000

35+ Year Established Accounting and Tax Preparation Practice

Pinellas County, FL

35+ year established accounting and tax preparation practice in Pinellas County for sale: excellent reviews and low rent. Direct all inquiries to Dave Decamella for ref # 3353231433....

$350,000

$350,000

Cash Flow: $150,000

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:

  

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.