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Financial Services Businesses For Sale

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Industry Info
Lacey, WA Tax & Bookkeeping Practice for Sale

Thurston County, WA

• The owner is an LTP • This practice was established in 2019 • Software in use includes QuickBooks, ProSeries, MyTaxPrep • Approximately $50,000 in annual revenue, via bookkeeping (37 clients) •...

$230,000

$230,000

Cash Flow: $89,900

White Mountain Region, New Hampshire CPA Tax Practice for Sale

Grafton County, NH

• The owner is a CPA • This practice was established in 2010 • Software in use includes UltraTax, QuickBooks • Approximately $128,000 in annual revenue • Approximately 115 individual tax returns with...

$150,000

$150,000

Cash Flow: $89,000

Huntington Beach, CA Tax Practice for Sale

Orange County, CA

• The owner is an EA • This practice was established in 1990 • Software in use includes Lacerte and QuickBooks • Approximately 980 individual tax returns with an average fee of $344 per return •...

$460,000

$460,000

Cash Flow: $106,762

North Houston Tax & Accounting Practice

Houston, TX

Established North Houston Tax & Accounting Practice with decades of proven success serving a diverse clientele. This profitable firm generated an average $785,095 in annual revenue over the past two...

$750,000

$750,000

Cash Flow: $290,950

Bookkeeping, Payroll & Tax Practice (EA, Non-CPA), ~$1.2M SDE

North Carolina

This is a rare opportunity to acquire a 40-year-old bookkeeping, payroll, and tax practice in the Southeast with financial performance that speaks for itself: $1.5M in 2025 revenue, approximately...

Not Disclosed

Not Disclosed

Cash Flow: $1,290,000

Established $1M+ Full Service CPA Firm - NW Chicago Suburb

Cook County, IL

Grossing $1,062,500 annually | Up to 90% bank and seller financing available for qualified buyers This well-established, full-service CPA practice offers a strong acquisition opportunity for a CPA,...

$1,221,875

$1,221,875

Cash Flow: $473,553

Long-Established Firm Providing Unbiased Insurance Expertise

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

$670,000

Cash Flow: $240,000

North Central Texas CPA Practice for Sale

Texas

This long-standing, esteemed CPA practice in North Central Texas has projected gross revenues of approximately $1,745,000. The practice serves a diverse client base, including businesses, business...

$1,745,000

$1,745,000

Established Energy Cost Reduction & Consulting Business

Miami-Dade County, FL

Established Energy Cost Reduction & Consulting Business This opportunity represents the acquisition of a well-established business specializing in commercial energy cost reduction and utility...

$4,800,000

$4,800,000

Cash Flow: $1,509,342

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Seller Financing - Mobile Phone Store with Money services

Warren, MI

Popular mobile phone brand with best value in the market. Very well loved in the area very little immediate completion in the area of same brand and only competitor is a nearby Metro PCS retail...

$27,500

$27,500

St. George, UT Tax & Accounting CPA Practice for Sale

Washington County, UT

This well-established, yet steadily growing CPA practice for sale in St. George, UT has annual gross revenues of approximately $266,000. The practice has built a loyal, high-quality client base...

$320,000

$320,000

Cash Flow: $187,000

Established Prince William County Accounting Practice For Sale

Alexandria County, VA

Opportunity: Diverse accounting practice with 3 owners and with talented staff of five. Geographic Location: Prince William County, VA Practice Details: This fine accounting practice is run by 1 CPA...

$649,000

$649,000

Cash Flow: $321,000

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Judah Dishington

United Franchise Group

Los Angeles, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in YEAR • Software in use includes Lacerte • Approximately 1,470 individual tax returns with an average fee of $300 per return • Approximately 30...

$650,000

$650,000

Cash Flow: $360,425

Central Pennsylvania CPA Practice For Sale

Pennsylvania

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to increase around $300,000! • Primarily a bookkeeping practice with tax (30%)...

$335,000

$335,000

Michael Stavrinakis

Stavrinakis Franchise & Business Brokerage

Serving Charleston County, SC

Michael Stavrinakis specializes in the sales of multiple businesses and franchises. Specializing in food & beverage related busi With over 3 decades of relative industry experience, Michael Stavrinakis specializes in the sales of multiple businesses and franchises.  Michael was recently awarded the #2 broker award for our enitre newtwork of brokers of about 180 brokers spanning the USA and 19 Countries abroad. Specializing franchise and independent business resales and start ups Michael’s first hand experience as a restauranteur, former franchisor and current franchisee ads the absolute relative exprience and knowledge to help his clients find the perfect matcha and grow a successful business. Count on Michel to work with you on every step of the sale & purchase process. Let’s chat now click here: https://shorturl.at/bgkN5 Let’s Connect via Linkedin: https://www.linkedin.com/in/michaelstavrinakis/  or book a call on Michael’s calendar here: https://calendly.com/mstavrinakis/intro-call

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Elbert County CO CPA Practice for Sale

Elbert County, CO

- Well established, two-partner CPA practice - 52% Tax Preparation (51% Individual; 49% Business); 32% Bookkeeping; 13% Payroll; 3% Consulting - Cash flow to owner before potentially duplicate...

$1,460,000

$1,460,000

Profitable CPA Practice for Sale in Cincinnati

Cincinnati, OH

Well-established, highly profitable CPA firm serving the Cincinnati, Ohio area is available for sale due to the owner's upcoming retirement. Up to 90% bank and seller financing available for qualified...

$831,674

$831,674

Cash Flow: $310,496

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue

Kent County, RI

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue Sellers Discretionary Earnings: ~$220,000 (58% of revenue) Practice Overview • Long established / great reputation • Growth potential •...

$450,000

$450,000

Cash Flow: $220,000

SE of Pittsburgh CPA Practice For Sale

Westmoreland County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • REMOTE OPPORTUNITY with gross revenues for 2026 expected to be $560,000! • The service mix includes...

$665,000

$665,000

CPA & Tax Practice For Sale - Ft. Wayne Area

Allen County, IN

Grossing $457,239 | Bank & Seller Financing Available for Qualified Buyers This well-established tax and accounting practice has built a loyal, geographically diverse client base over nearly two...

$502,962

$502,962

Torrance CPA Firm for Sale

Torrance, CA

CPA firm for sale in Torrance, California. This well-established South Bay CPA practice was founded around 2000 and has developed a strong local presence serving individuals, professional service...

$2,800,000

$2,800,000

Cash Flow: $962,221

Sole proprietor PA/CPA on southern Oregon coast

North Bend, OR

Established Accounting & Tax Practice - North Bend, Oregon This well-established CPA practice has been serving the southern Oregon coast community since 1986, offering an exceptional opportunity for...

$125,000

$125,000

Cash Flow: $85,000

OK Panhandle-Texas County CPA Firm

Texas County, OK

OPPORTUNITY Acquisition opportunity in the Oklahoma Panhandle! This well-known, respected CPA practice features a balanced, year-round revenue mix backed by a loyal, business-heavy clientele. With the...

$350,000

$350,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Judah Dishington

United Franchise Group

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

Boise, ID Semi-Virtual CPA Practice for Sale

Boise, ID

This modern, semi-virtual CPA practice in Boise, ID generates approximately $471,000 in revenue to be sold. - Tax-focused practice serving business and individual clients. - Average business client...

$595,000

$595,000

Walnut Creek CA CPA Book of Business for Sale

Contra Costa County, CA

This is an excellent opportunity for an existing CPA or EA firm looking to expand through acquisition. • The owner is a CPA • This established book of business has been serving clients since 2011 •...

$250,000

$250,000

Farmers Insurance Agency Vietnamese speaking 1.4M

Arlington, TX

Established Farmers Insurance Agency in Arlington, TX, serving a diverse clientele with specialized focus on the Vietnamese-speaking community. This franchise operation has been successfully operating...

$350,000

$350,000

Central North Carolina Virtual Bookkeeping and Tax Practice For Sale

North Carolina

• VIRTUAL PRACTICE! • Owner selling tax and bookkeeping work. Willing to assist buyer as needed for retention purposes. • Revenues comprised of individual and business tax (71%) and...

$375,000

$375,000

Diamond Lakes Region CPA Firm

Arkansas

THE OPPORTUNITY Acquire a highly regarded, well-established CPA practice in Arkansas’s scenic Diamond Lakes region, boasting an exceptionally loyal clientele and an experienced, capable staff. This...

$1,090,000

$1,090,000

Big Bear Lake EA Firm for Sale

Big Bear Lake, CA

Established EA tax practice for sale in Big Bear Lake, California. This practice is well established and has served the local mountain community for decades. The Seller is now preparing for retirement...

$250,000

$250,000

Cash Flow: $121,868

Kennebec County Maine EA Practice for Sale

Kennebec County, ME

Established in 2010, this well-established EA practice offers an exceptional opportunity to acquire a high-volume tax and advisory firm with multiple revenue streams and strong cash flow. Practice...

$990,000

$990,000

Cash Flow: $390,000

Southern Sussex County, NJ CPA Practice for Sale

Sussex County, NJ

This well-established CPA practice is in Southern Sussex County, NJ (with a second office in Morris County) and has annual gross revenue of approximately $800,000. It has proudly served clients...

$975,000

$975,000

Cash Flow: $388,709

Income Tax Preparation firm for Sale

Jamaica, NY

Excellent location across the street from a major post office and a grammar school and a middle school Super high traffic location 500 people walk by daily. Low rent $1,661 per month...

$60,000

$60,000

Cash Flow: $120,000

Lucrative Business Consulting Firm for Sale

$55,000 - Clark County, NV

$55,000

Clark County, NV

Thomas McKeen

United Franchise Group

Highly Profitable Tax Practice with Real Estate

Northeastern British Columbia, BC

An exceptional opportunity to acquire a highly profitable, nationally recognized tax franchise generating $1.3 million in annual revenue and normalized Seller's Discretionary Earnings of $470,000...

$1,499,000

$1,499,000

Cash Flow: $470,000

Albany, OR Tax Practice for Sale

Albany, OR

• The owner is an Oregon LTC • This practice was established in 1960 • Software in use includes Ultra Tax and QuickBooks • Approximately $320,000 in annual revenue, via bookkeeping (58 clients) •...

$950,000

$950,000

Cash Flow: $256,000

Accounting and Tax Practice #3473

Phoenix, AZ

Well established tax practice and accounting office located in the North Phoenix area. For more info call GoldStar Business Brokers....

$227,000

$227,000

Cash Flow: $156,000

Highly Profitable NE Indiana CPA Tax Practice Grossing $300k

Indiana

Highly Profitable Northeast Indiana Tax Practice, Grossing $300,500 Turnkey tax-focused CPA practice with strong cash flow, minimal owner hours, and pre-qualified bank financing available for...

Not Disclosed

Not Disclosed

Cash Flow: $233,200

Chicago Metro Area Audit & Review Clientele For Sale

Lake County, IL

Turnkey audit and review practice available in the Chicago Metro Area, offering a built-in client base for a buyer looking to expand assurance service capacity. The seller is divesting this segment of...

$178,260

$178,260

Tenured $4.3M Allstate Agency – Staffed, Productive & Profitable

Mooresville, NC

Step into a highly profitable, masterfully run insurance agency boasting a $4.3M+ in premium and outstanding performance metrics. Achieving the prestigious PRO Agency Achievement Level, this business...

$650,000

$650,000

High Growth potential Farmers Insurance Agency for Sale

St. Clair County, IL

Elite Farmers Insurance Agency for Sale – Illinois Own an Established Agency with $3 Million in Premium and Elite District Support Take advantage of an outstanding opportunity to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $285,000

Established Multi-Partner CPA Firm With Sophisticated Client Base

South Carolina

-Revenue stable in the $2.4M to $2.5M range annually, with 2026 collections tracking ahead of prior year pace -Tenured team with several members having been with the firm for over a decade -All new...

$3,900,000

$3,900,000

Domonic & Dr Christine Wilkerson

First Choice Business Brokers

Serving DuPage County, IL

Founded in 1994, First Choice Business Brokers has become a leading force in the U.S. business brokerage industry. Our FCBB Naperville office, as part of this extensive network, offers top-tier services to business buyers and sellers. Our team brings a wealth of experience in business management, acquisitions, and sales, and we provide personalized support throughout the entire transaction process. We work across a variety of industries, ensuring our clients receive the expert advice needed to confidently navigate the complexities of buying or selling a business. With over $12 billion in transactions under our belt, we're committed to helping entrepreneurs achieve their business goals and embark on the next chapter of their journey.

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60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Beautiful Allstate Agency in Fresno County, 11 years

Fresno County, CA

Imagine walking into your own beautiful Allstate agency every morning, knowing you're stepping into a well-established business that's been thriving for 11 years. This isn't just any insurance agency...

$735,000

$735,000

Remote Finance Exam Coaching Platform | High Margins, Low Overhead

$370,000 - Monmouth County, NJ

$370,000

Monmouth County, NJ

Allstate Agency In Orange County Licensed Staff Loss Ratio 34%

Huntington Beach, CA

Established Allstate Insurance Agency Operating Since 1995 This well-established Allstate insurance agency represents a premier opportunity to acquire a profitable operation in Orange County's...

$1,485,000

$1,485,000

Cash Flow: $580,000

Rochester/Fraser, MI CPA Practice for Sale

Fraser, MI

This profitable CPA Practice for sale in Rochester and Fraser, MI has annual gross revenues of approximately $1,024,000. Services are nicely mixed to provide year-round cash flow, with approximately...

$1,280,000

$1,280,000

Cash Flow: $514,200

Walled Lake, MI CPA Tax & Accounting Practice

Walled Lake, MI

This well-established CPA Tax & Accounting Practice for sale in Walled Lake, MI has annual gross revenues of approximately $125,000. The practice has built a strong reputation in the community and...

$125,000

$125,000

Cash Flow: $75,500

Arcadia, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1996 • Software in use includes Lacerte and QuickBooks • Approximately $3,000 in annual revenue, via bookkeeping (2 clients) • Approximately...

$295,000

$295,000

Cash Flow: $141,000

Austin, TX Tax & Accounting Firm For Sale - $840,000 Revenue

Austin, TX

***SALE PENDING**** Austin, Texas Tax and Accounting Practice For Sale - $840,000 Revenue - Northwest Texas Sellers Discretionary Earnings: $408,000 (47% of 2025 revenue) Highlights: • Average 1040...

Not Disclosed

Not Disclosed

Cash Flow: $408,000

Established CPA Practice in Philadelpha Metro Listing PA2630

Delaware County, PA

A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $97,000

CPA Accounting and Tax Practice Grossing $560k - Dayton Area

Montgomery County, OH

Turnkey CPA Practice For Sale, Dayton Area Grossing $560,000 | Up to 90% Bank & Seller Financing Available This well-established CPA practice offers a strong, diversified mix of personal and business...

$560,000

$560,000

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 Analyzed399
Asking Price$563,750
Reported Revenue$489,500
Reported Seller's Discretionary Earnings$220,250
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$292,500$563,750$1,005,000

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$261,844$132,621
Median$489,500$220,250
Upper Quartile$950,000$389,032

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 Quartile1.553.46

FAQ's

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

The median asking price for an established Financial Service Business is $563,750, though prices range from under $292,500 to well over $1,005,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $489,500 and owners earn a median of $220,250, 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 3.46, 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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