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Financial Services Businesses For Sale

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Industry Info
Accounting Practice for Sale in Northern Virginia

Sterling, VA

Established in 1989. Retirement minded owner. 25% Accounting. 75% Income Tax & Other Serve small to medium sized businesses and a few stand alone individual tax clients....

$617,500

$617,500

Cash Flow: $240,000

Accounting & Tax Firm for Sale in Las Vegas

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

$765,000

$765,000

Cash Flow: $300,000

Eastern Idaho Semi-Virtual CPA Practice for Sale

Idaho

This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into...

$330,000

$330,000

Well-Established EA Firm Located in SE Michigan

Jackson County, MI

Well-Established EA Practice for Sale – South Central Michigan Grossing $323,844 | Up to 90% Financing Available | Retirement Sale This is a well-established Enrolled Agent practice located in South...

$323,844

$323,844

$700,000 Rev. Union County, NJ Pro

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Not Disclosed

Cash Flow: $448,502

CPA Practice for Sale NE Hartford, CT Area $400,000 Revenue

Connecticut

CPA Practice for Sale NE Hartford, CT Area $400,000 Revenue Overview ABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire...

Not Disclosed

Not Disclosed

Cash Flow: $216,334

Accounting Practice for Sale in MA

East Longmeadow, MA

Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual...

$375,000

$375,000

Cash Flow: $167,000

South Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $400,000! • Year-round service mix includes tax (63%),...

$450,000

$450,000

East Valley AZ CPA Practice for Sale

Maricopa County, AZ

• The owner is a CPA • Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area • Software in use includes Pro Series, Accounting XPert, QuickBooks • Approximately...

$620,000

$620,000

Cash Flow: $187,000

Established and Profitable Check Cashing Business

Davie, FL

MAJOR PRICE DROP! Profitable Check Cashing Business – 20 Years Established – Broward County Reason for Sale: Retirement. Located in a high-traffic corridor in Central Broward, this established check...

$250,000

$250,000

Cash Flow: $250,000

$1.2M CPA Practice near Des Moines IA Listing IA2427

Polk County, IA

Listing Number: IA2427 Geographic Location: Story County, IA, 30 minutes north of Des Moines Here's your chance to own a high-quality CPA practice. Buying has never been easier. A flexible seller and...

$1,250,000

$1,250,000

Tax & Bookkeeping Practice for Sale Orange County

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

$240,000

Cash Flow: $99,688

Reasonably Relocatable Tax & Accounting Practice In Tippecanoe County

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

$136,109

Long-Established California ATM Business With Management in Place

$1,900,000 - San Francisco County, CA

$1,900,000

San Francisco County, CA

Ann Arbor – Lansing Corridor Accounting, Audit, & Tax Practice

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

$1,950,000

High Margin | 57 Location ATM Route | BC

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed

Not Disclosed

EBITDA: $128,000

David Meier

Meier Business Brokers LLC

Serving Brevard County, FL

Meier Business Brokers assist business owners in making critical decisions regarding the potential sale of their business. We provide services that guide business owners through the entire process, beginning with a preliminary meeting, and concluding with the successful closing of the sale of their business. We do this while maintaining complete Confidentiality, Honesty, Integrity & Professionalism at all times. Contact Information: David W. Meier, MBA - Business Broker/Owner - Licensed Real Estate Broker Meier Business Brokers, LLC (407) 388-8268 e-mail: dmeier@meierbusinessbrokers.com

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Little Rock CPA Firm

Little Rock, AR

THE OPPORTUNITY This well-established Little Rock CPA firm is on the market as the current owners prepare for retirement. Boasting a healthy fee structure and a diverse base of business clients, the...

$575,000

$575,000

Fort Smith Area Tax & Accounting Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $190,000! • Sevice mix includes...

$225,000

$225,000

Yuma AZ CPA Practice for Sale

Yuma County, AZ

• The owner is a CPA and prefers the buyer to be a CPA located in the Yuma area or maintain an office in Yuma during tax season • This practice was established in 1981 • Tremendous growth potential...

$225,000

$225,000

Cash Flow: $155,000

Silverton, OR CPA Practice for Sale

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes Lacerte and QuickBooks • Approximately $17,800 in annual revenue, via bookkeeping (12 clients) • Approximately...

$1,000,000

$1,000,000

Cash Flow: $519,942

Executive Franchise Opportunity – Business Brokerage | Portland, OR

Portland, OR

Step into a proven business brokerage franchise and play a vital role in helping business owners successfully transition out of their companies. This exclusive Portland territory is part of a...

$59,000

$59,000

Consulting & Advisory Franchise – Business Brokerage – Connecticut

Connecticut

An established business brokerage territory is now available in Connecticut. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system, this...

$59,000

$59,000

Established Business Brokerage Franchise Opportunity – So. California

San Diego County, CA

Ideal for a seasoned entrepreneur or executive, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of Southern California’s most...

$59,000

$59,000

Established Business Brokerage Franchise Opportunity – Houston, TX

Houston, TX

Step into a high-demand professional services business backed by a nationally recognized franchise with decades of experience, proven operating systems, and world-class training. This opportunity...

$54,000

$54,000

Established Farmers Insurance Agency for Sale | North County San Diego

$260,000 - Escondido, CA

$260,000

Escondido, CA

Executive Franchise Opportunity – Business Brokerage | Northern VA

Virginia

Designed for experienced entrepreneurs and executives, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of the most desirable...

$59,000

$59,000

Established Business Brokerage Franchise Opportunity - Philadelphia

Philadelphia, PA

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the Greater Philadelphia market. Backed by a nationally...

$59,000

$59,000

Central Ohio - NE of Columbus Practice for Sale

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

$675,000

$600,000 (Rev) Eastern Bucks County, PA Tax & Accounting Firm for Sale

Newtown

Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell &...

$775,000

$775,000

Cash Flow: $369,731

Profitable Turnkey Check Cashing Store- Lackawanna County PA

Lackawanna County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$295,000

$295,000

Cash Flow: $133,472

Turnkey Lucrative Check Cashing Store- New Castle County Delaware

New Castle County, DE

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$495,000

$495,000

Cash Flow: $287,756

CPA Firm for Sale - Central New Jersey – $700K Revenue

New Jersey

OVERVIEW ABA Advisors represents this CPA practice located in Central New Jersey. The seller is willing to provide transitional assistance to the buyer to help ensure client retention and could be...

Not Disclosed

Not Disclosed

Cash Flow: $450,683

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

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

$485,000 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

Not Disclosed

Cash Flow: $165,605

250-Terminal Multi-State ATM Portfolio | $820K Annual Cash Flow

$2,870,000 - San Francisco, CA

$2,870,000

San Francisco, CA

Allstate Agency in Gastonia, NC

Gastonia, NC

This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...

$749,000

$749,000

Thriving Accounting and Tax Practice

James City County, VA

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...

$150,000

$150,000

Cash Flow: $119,545

Thriving CPA Firm with Stellar Cash Flow!

Lexington, NC

-Cash flow exceeding $550,000 in 2024, projected to exceed $650,000 in 2025 -Revenue of approximately $1M in 2024, projected at $1.2M for 2025 -Well-balanced service mix spanning audit, tax,...

$1,395,000

$1,395,000

South Central Kansas CPA Firm

Kansas

THE OPPORTUNITY Located in the heart of Central Southern Kansas, this well-established CPA firm is known for its professional integrity and deep-rooted client loyalty. With a solid fee structure and a...

$500,000

$500,000

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

$260,000 Revenue – NE Kingdom of Vermont Tax Practice for Sale

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Not Disclosed

Not Disclosed

Cash Flow: $149,481

Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available Excellent opportunity for a CPA or established firm seeking a profitable practice with recurring revenue, an experienced transition partner, and...

$600,000

$600,000

Cash Flow: $250,000

Well-Established and Profitable Tax & Accounting Practice for Sale

Wayne County, MI

2026 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Not Disclosed

Not Disclosed

Cash Flow: $294,317

San Huynh

Stonegate Real Estate Services

Serving Clark County, NV

Stonegate Real Estate Services: Your Trusted Partner in Business Transactions Since our inception in 2005, Stonegate Real Estate Services has been at the forefront of facilitating business sales in the vibrant Las Vegas and Henderson areas. Our mission is to empower business owners by accurately determining the optimal market value for their ventures, ensuring a seamless and rewarding selling experience. We specialize in a personalized approach, understanding that each business has its unique strengths and challenges. Our expert team leverages extensive market knowledge and a comprehensive evaluation process to tailor strategies that highlight your business's value, ensuring it stands out to the right buyers. For entrepreneurs looking to invest, Stonegate offers a curated selection of business opportunities. We meticulously vet potential ventures for viability and growth potential, connecting you with opportunities that align with your investment goals and passion. At Stonegate Real Estate Services, we believe in creating lasting relationships based on trust, transparency, and success. Whether you're looking to sell your business or seeking new investment opportunities, our dedicated professionals are here to guide you every step of the way. Let us help you navigate the complexities of the business market with confidence.

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CPA Firm for Sale with Low Owner Hours and Strong Cash Flow

British Columbia

-Owner working fewer than 2,000 hours annually with cash flow around 40% -Long-tenured client base built on personalized, concierge-style service -Experienced, client-facing staff with capacity to...

$400,000

$400,000

Established thriving accounting business

Norfolk County, MA

Established CPA practice has existed for forty years with a loyal client base and a strong reputation in the community. Retiring practitioner will provide consulting for smooth transition....

Not Disclosed

Not Disclosed

Cash Flow: $150,000

Remote Property Claims Consulting Firm | National Insurance Clientele

$2,395,000 - Denton County, TX

$2,395,000

Denton County, TX

CPA Firm For Sale - Peoria, IL Area

Peoria, IL

Well-Established CPA Firm for Sale – Peoria, Illinois Area Grossing $436,122 | Pre-Qualified for 90%–100% Financing | Retirement Sale This is a well-established CPA practice located in the Peoria,...

$436,122

$436,122

Profitable CPA Firm for Sale – High-Margin, Semi-Cloud-Based Practice

Michigan

Highly Profitable CPA Practice for Sale – Southeast Michigan Grossing $524,353 | 60%+ SDE | Pre-Qualified for 90–100% Financing | Relocation Sale This is a well-established and highly profitable CPA...

$576,788

$576,788

Cash Flow: $309,584

Allstate Agency in Southern Oregon

Grants Pass, OR

This established agency features a strong book of business generating $4.3M in premium and $419K in revenue. The agency manages 2,307 policies with an impressive 85% retention rate, supported by a 41%...

$799,000

$799,000

Cash Flow: $269,641

$400,000 Revenue – SW Boston, MA Area CPA Firm for Sale

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Not Disclosed

Not Disclosed

Cash Flow: $295,641

Profitable CPA Practice for Sale – Strong Client Base & Team

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

$346,500

Cobb County Tax & Accounting Practice For Sale

Cobb County, GA

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $435,000. • Year-round service mix includes tax (73%), and...

$450,000

$450,000

Great CPA practice for sale by CPA owner staff of ten Listing IN3065

Whitley County, IN

Geographic Location: NE Indiana in Whitley County Practice Details: This fine CPA practice has an experienced staff of 3 CPAs with a total staff of 10. CPA owner willing to stay on long term to...

$1,000,000

$1,000,000

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$550,000
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$220,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$289,975$550,000$1,000,000

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$260,000$132,000
Median$485,000$220,000
Upper Quartile$929,869$379,294

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 Quartile1.071.98
Median1.252.57
Upper Quartile1.553.45

FAQ's

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

The median asking price for an established Financial Service Business is $550,000, though prices range from under $289,975 to well over $1,000,000.

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 $220,000, 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 1.98 to 3.45, 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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