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Financial Services Businesses For Sale

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Twin Cities Tax & Accounting Portfolio - $1.15M Revenue

Minnesota

Opportunity to acquire an established Twin Cities tax portfolio generating approximately $1.15 million in annual revenue. The portfolio includes approximately 1,000 recurring engagements, consisting...

$1,380,000

$1,380,000

Allstate Agency in North Central, Arkansas

Arkansas

This established Allstate agency offers a strong opportunity to step into a well-established book of business with a loyal customer base in North Central Arkansas. The agency generates $480,866.71 in...

$799,000

$799,000

Truist Park Area CPA Practice For Sale

Cobb County, GA

• Seller retiring and available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $365,000. • Year-round service mix includes tax (71%), bookkeeping (15%)...

$455,000

$455,000

Tuolumne County CA CPA Practice for Sale

Sonora, CA

Established Tuolumne County CPA Practice with Excellent Fees and Strong Cash Flow Practice highlights: • The owner is a CPA • Software in use includes Lacerte, Quickbooks, and Clockify • Seller...

$350,000

$350,000

Cash Flow: $123,000

ELITE Allstate Agency | Northeast Dallas

Dallas County, TX

This Elite Allstate agency offers an established operation with significant scale and a strong presence in the Northeast DFW market. The agency generates $2,336,584.50 in annual revenue, before an...

$5,500,000

$5,500,000

Established Check Cashing Business | Prime Lewisville Location

Lewisville, TX

An exceptional turnkey opportunity to acquire an established check-cashing business located in a prime Lewisville neighborhood center. Situated less than a mile from the vibrant historic Old Town...

$25,000

$25,000

Highly Profitable Southern Minnesota CPA Firm – $1.9 Million Revenue

Minnesota

Established full-service CPA firm serving Southern Minnesota with approximately $1.90 million in trailing revenue and $989,000 in seller’s discretionary earnings. The diversified, recurring service...

$3,500,000

$3,500,000

Cash Flow: $988,698

Cherokee County, TX CPA Practice for Sale

Cherokee County, TX

This well-established CPA practice is located in a desirable East Texas community and generates approximately $175,000 in annual gross revenue. The practice has provided quality tax and accounting...

$158,000

$158,000

Edmond CPA Practice For Sale

Oklahoma County, OK

• Seller is retiring and available to assist with a smooth client and staff transition. • 2026 gross revenues estimated at $365,000! • Revenues comprised of individual and business tax (34%),...

$450,000

$450,000

Pasadena Tax Firm for Sale

Pasadena, CA

Well-established bookkeeping, payroll, and tax practice for sale in the Pasadena, California region. The practice has family roots dating back more than 50 years and has operated under the current...

$1,300,000

$1,300,000

Cash Flow: $583,563

East Central AR CPA Firm

Arkansas

THE OPPORTUNITY A well-established, highly reputable CPA practice with a loyal client base and robust cash flow is now available for acquisition in scenic East Central Arkansas. Known for its strong...

$1,320,000

$1,320,000

Established Insurance Agency with Growth Potential

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$675,000

$675,000

Cash Flow: $134,876

Central North Carolina CPA Practice For Sale

North Carolina

• Seller wishes to continue working for buyer as needed which will help fully support transition of clientele. • 2025 gross revenues of $698,505 with seller estimating 2026 revenues around $700,000! •...

$875,000

$875,000

Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income

$348,000 - Walnut Creek, CA

$348,000

Walnut Creek, CA

Virtual Las Vegas NV CPA Practice for sale

Clark County, NV

This fully virtual CPA practice offers an excellent opportunity for a buyer seeking an established, location-independent practice with a mix of tax, bookkeeping, and consulting services. Practice...

$285,000

$285,000

Cash Flow: $111,000

Southwestern Worcester County Tax & Accounting Firm for Sale

Worcester County, MA

This new tax and accounting practice for sale in southwestern Worcester County, Massachusetts generates annual gross revenue of approximately $520,000. Fees are strong, with business returns averaging...

$625,000

$625,000

Dara Smith

Elite Collaborative

Serving Davidson County, TN

At Elite Collaborative we bring experience, expertise, and heart to the business brokerage world. As a team of dedicated and experienced brokers, we specialize in guiding entrepreneurs through the buying and selling of businesses of all magnitudes, from modest four-figure revenues to thriving multimillion-dollar enterprises. So what sets us apart? We have been where you are! We know what it's like to pour heart and soul into your business and Elite is here to help you make the next chapter a success, whether that's selling your business or finding your dream opportunity.

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Madison. AL CPA Practice for Sale

Madison County, AL

• The owner is a CPA • This practice was established in 1996 • 20% of clients meet with the seller and staff • Software in use includes Drake and EasyACCT • Approximately $53,000 in annual revenue,...

$650,000

$650,000

Cash Flow: $279,600

Calgary (AB) CPA, Bookkeeping & Tax Practice

Alberta

Well-established practice consisting of two complementary divisions under the same ownership with combined annual gross revenue of approximately $436,300. CPA Division– Annual Revenue: ~$263,900 ·...

$550,000

$550,000

Saguenay Lac-St-Jean (QC) Cabinet CPA-Auditeur

Quebec

Le cabinet offre une gamme de services professionnels principalement axée sur les missions de certification destinées à une clientèle d'affaires fidèle et bien établie. Les missions d'examen...

$250,000

$250,000

Cash Flow: $131,900

Virtual Tax Practice With Cash Flow Above 60%!

District of Columbia

-Cash flow to owner above 70% -Sophisticated client base including high-net-worth individuals and referrals from partners at large national law firms -Value billing supports fees well above standard...

$1,100,000

$1,100,000

45 Y.O. Currency Exchanger with Real Estate Near Border

REAL ESTATE INCLUDED

El Paso County, TX

Rare opportunity to acquire a long-established Money Services Business / currency exchange with approximately 45 years of operating history and a highly strategic border-market location. The company...

Not Disclosed

Not Disclosed

Cash Flow: $184,197

REAL ESTATE INCLUDED

Northwest Indiana/Chicagoland CPA Firm

Lake County, IN

THE OPPORTUNITY Step into a thriving, highly reputable accounting practice strategically positioned in Lake County, IN, in Chicagoland near the IN/IL border. Boasting an enviable fee structure and...

$1,700,000

$1,700,000

North Hampden County, MA Practice for Sale

Hampden County, MA

This well-established accounting and tax practice located in Hampden County, MA generates approximately $525,000 in gross revenue and has experienced steady growth since its start. With an average...

$630,000

$630,000

Cameron County Tax & Accounting Practice For Sale

Cameron County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue anticipated at $270,000! • The service mix is a balance of both tax (68%),...

$335,000

$335,000

Walk Into Opportunity, Not a Blank Page

$226,500 - Solano County, CA

$226,500

Solano County, CA

Mobile, AL Tax & Bookkeeping Firm for Sale

Mobile County, AL

• The owner is a CPA • This practice was established in 1999 • Software in use includes Sage, CFS, ATX • Approximately $111,000 in annual revenue, via bookkeeping (135 clients) • Approximately 210...

$220,000

$220,000

Cash Flow: $120,380

NE of Athens CPA Practice For Sale

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $680,000 with AUM of $18.6M. • Year-round service mix includes...

$860,000

$860,000

Lee's Summit Tax and Accounting Practice (partial sale)

Jackson County, MO

THE OPPORTUNITY An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee's Summit, Missouri. Ideal acquisition for a licensed...

$249,000

$249,000

Central Valley CA (Stanislaus County) CPA Practice for sale

Stanislaus County, CA

Established in 2010, this well-established CPA practice offers an attractive opportunity for a CPA firm seeking a substantial client base with a diversified mix of tax, accounting, payroll, and...

$1,900,000

$1,900,000

Cash Flow: $762,000

Southeast Tulsa CPA Practice For Sale

Tulsa County, OK

• Seller is retiring and is available to assist the buyer with a smooth transition. • 2026 gross revenue expected around $816,000! • Revenues comprised of individual and business tax (44%),...

$1,020,000

$1,020,000

$14M+ Automotive Retail & Finance Platform | $2.7M Earnings

Oklahoma

Rare opportunity to acquire a highly profitable, owner-independent automotive retail and finance platform consisting of two established used vehicle dealerships and a complementary lending operation....

$19,995,000

$19,995,000

EBITDA: $2,700,076

Accounting Practice for Sale in Norfolk County, MA

Westwood, MA

Approximately 37 years of operating history Located in affluent Westwood, Massachusetts $451,406 of 2025 gross revenue Approximately 17% revenue growth from 2024 to 2025 Approximately 752 individual...

$563,750

$563,750

Cash Flow: $121,000

Established Insurance Business for sale

Sparks, NV

Independant insurance agency book of business for sale. . We are selling our book of insurance business of primarily personal lines p&c auto and home clients. It would need to be purchased by a...

$25,000

$25,000

Cash Flow: $30,000

Established Farmers Insurance Agency

Montrose, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Montrose, CO....

$550,000

$550,000

Cash Flow: $125,000

Established Tax Preparation business

Montgomery County, AL

This is a rare opportunity to acquire a well-established tax preparation serving individuals, families, and small businesses throughout the Central Alabama market. The company has built a strong...

$75,000

$75,000

Cash Flow: $46,000

Mid-Atlantic ATM Business Producing ~$282K Annually

$1,300,000 - Summers County, WV

$1,300,000

Summers County, WV

Advisory Practice for Business Owners - Business Consulting Group

East Farmingdale, NY

The Local Long Island Authority on Buying, Selling & Growing Businesses. If you're looking for a professional, relationship-driven opportunity with multiple revenue streams, strong growth potential,...

$135,000

$135,000

Quick Sale! Insurance Book of Business 30+ years of clients

Pleasant Hill, CA

Established Independent Insurance Agency - 30+ Years of Success This well-established independent insurance agency presents an exceptional acquisition opportunity for buyers seeking a proven business...

$285,500

$285,500

Farmers agency

Loma Linda, CA

As a dedicated Farmers agency, we offer personalized home and auto insurance solutions backed by one of the most recognized and trusted names in the industry. We take the time to understand your needs...

$185,000

$185,000

Cash Flow: $135,000

Established agency in a fantastic location in East Texas!

Rusk County, TX

Well established insurance agency located on the main drag in a town of 15000 people with limited competition from competing agencies. Many customers have been with the agency for decades. Great...

$300,000

$300,000

Cash Flow: $125,000

Accoounting Practice for Sale in Lenoir County, NC

Lenoir County, NC

Established in 1972, this well-known Lenoir County, North Carolina CPA practice offers a strong opportunity to acquire a longstanding, locally established accounting business. The Firm generates...

$600,000

$600,000

Cash Flow: $128,000

Cumberland County CPA Practice For Sale

Cumberland County, PA

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to increase to approximately $500,000! • Solid book of services including tax (69%),...

$600,000

$600,000

Walnut Creek CPA Firm for Sale

Walnut Creek, CA

Established CPA firm for sale in Walnut Creek, California. The practice was established in 2012 and began primarily as an audit practice. It has since diversified into tax, client accounting services,...

$1,150,000

$1,150,000

Cash Flow: $466,822

Profitable CPA Practice for Sale – Indianapolis, Indiana Area

Indianapolis, IN

This well-established and highly profitable CPA practice serves a diverse client base throughout the Indianapolis area, with a strong mix of tax compliance, accounting, payroll, and consulting...

$2,764,237

$2,764,237

Frank Haverkamp J.D.

Sunbelt Business Advisors, Inc.

Serving Douglas County, NE

Whether you are ready to sell your business or are looking to buy a business, Sunbelt of Nebraska is a good match for you. As part of the largest business brokerage network in the world, we are a vital partner, successfully guiding you through your business sale or acquisition process. We know that helping clients sell or buy a business is really all about solving the problems that will arise. Sunbelt of Nebraska is the best choice to serve as a key component to your team of trusted advisors. The team can assist you in positioning your company for sale with an emphasis on confidentiality. As the largest business brokerage in Nebraska, we have listed and sold hundreds of businesses over the last ten years, outperforming all competitors combined. Our team of professionals has one of the highest closing percentages in the business brokerage industry. Simply speaking, our team successfully closes pending deals more often. The sale or acquisition of a business is a complicated matter and without the proper guidance, many deals hit obstacles that often cannot be overcome. We know that selling or purchasing a company is perhaps one of the most difficult decisions you will make, so let our team of specialists assist you in this critical process. We can bring forward key considerations so that, in cooperation with you, we are able to arrive at a proper valuation for your company. Our significant knowledge and expertise allows us to arrive at the most appropriate asking price for your business. In addition, it is important that you are able to continue to run your business on a daily basis rather than to become overwhelmed by a potential sale. The Sunbelt team can attend to the business of marketing your unique business while you concentrate on protecting profits. Knowledge and understanding are critical stepping stones to a smooth and successful sale. Our team is completely comfortable with all aspects of the buying or and selling process.

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Established Tax and Accounting Firm With Cash Flow Above 50%!

Colorado

-Cash flow to owner is projected around $800,000 for 2026 -Nearly paperless operations with well-documented workflows supporting independent staff coverage -Revenue approaching $1.6M, with systematic...

$3,000,000

$3,000,000

Dallas TX Profitable Tax Preparation Franchise

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$127,000

$127,000

213-Location Texas ATM Portfolio | $650K Annual Income

$2,990,000 - Nederland, TX

$2,990,000

Nederland, TX

Reisterstown, MD CPA Tax & Accounting Practice

Reisterstown, MD

This well-established CPA Practice for sale in Reisterstown, MD has annual gross revenues of approximately $209,000. The practice has built a loyal, high-quality client base consisting predominantly...

$290,000

$290,000

Cash Flow: $170,000

Established Central NC Coast CPA Firm With Strong Demand

North Carolina

-Purchase price pre-approved by lender -Steady revenue of approximately $1.4M per year -Cash flow to owner over $290,000 -Currently turning away new client inquiries weekly, leaving opportunity for a...

$1,400,000

$1,400,000

Northeast San Antonio Area Allstate Agency

Schertz, TX

(Price Improvement!!) Located in the rapidly growing Northeast San Antonio market, this established Allstate agency has served the community from the same location for more than 30 years, building...

$399,000

$399,000

Bilingual Tax Preparation, Notary, and Document Translation Services

New Haven County, CT

This Connecticut-based professional services business has served its community for more than 15 years and has built a strong local reputation supported by excellent customer reviews and long-standing...

$400,000

$400,000

Cash Flow: $146,630

Strong Performing Tax Franchise for Sale

Suffolk County, NY

Established in 1995 --- 31 solid years -- the business is a community staple and strategically located for optimal visibility with a key location in New York. This optimized seasonal tax preparation...

$175,000

$175,000

Cash Flow: $45,000

Rare Independent P&C Insurance Agency - In Naples, FL

Collier County, FL

This is a very rare opportunity to own a fully operable P&C Insurance Agency located in one of the most desirable Florida markets, Naples. This agency has been in business for almost 14 years and is...

$1,800,000

$1,800,000

Cash Flow: $287,563

Fayetteville Tax and Accounting Practice (CPA Owned) For Sale

Cumberland County, NC

• Seller retiring but willing to assist buyer in transitioning ownership. • 2026 revenues to be around $210,000. • Revenues comprised of individual and business tax (88%), accounting/bookkeeping (10%)...

$250,000

$250,000

Buy or Sell a Financial Service Business
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed404
Asking Price$556,875
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$216,334
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$290,000$556,875$1,002,500

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$260,000$132,828
Median$485,000$216,334
Upper Quartile$937,861$379,000

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.072.00
Median1.252.57
Upper Quartile1.553.43

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $556,875, though prices range from under $290,000 to well over $1,002,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $485,000 and owners earn a median of $216,334, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses, revenue multiples range from 1.07 to 1.55, with a median of 1.25. Earning multiples range from 2.00 to 3.43, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.

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