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Financial Services Businesses For Sale

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$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

$750,000+ Revenue - NE Indianapolis, IN CPA Firm for Sale

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Not Disclosed

Not Disclosed

Cash Flow: $390,009

We Buy Ugly Homes franchise, price reduced by 50%, won't last call me

Sandy Spgs, GA

HomeVestors of America/We Buy Ugly Houses HomeVestors is an opportunity to buy houses at deep discounts from motivated sellers. These sellers call our Franchisees every day from our national "We Buy...

$45,000

$45,000

Established DC area CPA Practice with Staff

Montgomery County, MD

Practice Details: This fine tax practice has an experienced staff of 4 CPAs with a total staff of 9. CPA owner intends to stay on for at least 2 years to smoothly transition clients. Average...

$1,300,000

$1,300,000

EA Practice South of Portland in Clackamas County, Oregon

Clackamas County, OR

This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional...

$1,595,000

$1,595,000

Well-Established CPA Practice for Sale – Grand Rapids, Michigan Area

Grand Rapids, MI

Well-Established CPA Practice for Sale – Grand Rapids, Michigan Area Grossing $1,083,261 | Diverse Service Mix | Up to 90% Financing Available A rare opportunity to acquire a thriving,...

$1,191,587

$1,191,587

Well-Established CPA Firm for Sale – Cleveland Suburb

Cleveland, OH

This is a well-established and profitable full-service CPA practice located in a Cleveland suburb, offering an outstanding acquisition opportunity for a CPA, EA, or accounting professional ready to...

$504,000

$504,000

Established EA Tax and Accounting Practice Listing IL2529

Tazewell County, IL

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

Not Disclosed

Not Disclosed

Cash Flow: $237,000

Livonia, MI CPA Practice

Livonia, MI

This well-respected CPA Tax & Accounting Practice for sale in Livonia, MI has annual gross revenues of approximately $1,473,000. The practice provides a range of comprehensive tax and accounting...

$1,500,000

$1,500,000

Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

Turnkey Home-Based Business with AI Systems–Built for Rapid Expansion

$14,995 - California

$14,995

California

Profitable $2.9M CPA practice with 4 offices and staff Listing MN1116

Dakota County, MN

Listing MN1116 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established...

$3,500,000

$3,500,000

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

Shaun Rudgear, M&AMI, MCBI, CEPA

Strategic Medical Brokers LLC

Serving Maricopa County, AZ

WHO WE ARE Strategic Medical Brokers (SMB) is a physician-only exit advisory firm specializing in the valuation, marketing, and sale of independent medical practices. We serve physician-owners who are preparing to exit — guiding them through every stage of the transition with expertise built specifically for healthcare. SMB was founded by Shaun F. Rudgear, MCBI, M&AMI, CEPA — a licensed real estate broker since 1991 and healthcare executive who co-founded, co-owned, and served as practice administrator for three medical practices. When those practices were sold, the brokerage firm hired sent a residential real estate agent with no healthcare transaction experience. Shaun built Strategic Medical Brokers to fill the gap he experienced firsthand.

Contact Me >

Contact me
Allstate Agency in Central Alabama

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

$975,000

Cash Flow: $283,000

Syracuse CPA Firm

New York

The Opportunity This is a prime opportunity to acquire a thriving CPA firm in Syracuse, New York. The current owner is transitioning toward retirement and is looking for a qualified successor with a...

$299,000

$299,000

Taunton, MA CPA Practice for Sale

Taunton, MA

This long-standing firm has a strong fee structure in place leading to cashflow to the owner of nearly 60% of gross income. Revenue streams are desirably diverse, and include individual tax (54%),...

$600,000

$600,000

East of Pittsburgh CPA Practice For Sale

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2026 are expected to settle at $469,000! • The service mix includes tax (68%) and...

$525,000

$525,000

Profitable, Cloud Audit Practice with Low Owner Hours in Miami!

Florida

-Cash flow exceeding 50% in 2025 -Owner working approximately 1,200 hours annually with a self-sufficient, empowered team -Specialized niche in audit and review services with minimal competition and...

$1,450,000

$1,450,000

Loyal Clients and High Average Fee CPA Firm for Sale in DC Metro

Maryland

-Premium fee structure: personal tax returns averaging $3,722 and business returns averaging $7,500 -Loyal client base with many relationships spanning decades -Tenured, credentialed team with a...

$1,200,000

$1,200,000

Hybrid CPA Firm with Loyal Clients, Strong Staff, and Growth Potential

Georgia

-30+ years serving a loyal base of high-net-worth clients with strong retention -Consistent annual fee increases driving reliable, predictable revenue growth -Qualified, self-motivated team operating...

$800,000

$800,000

Virtual CAS Firm with $656K Cash Flow and Exceptional Employees

Texas

-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing...

$2,500,000

$2,500,000

240-Unit ATM Portfolio | $790K Cash Flow | Myrtle Beach

$2,765,000 - Myrtle Beach, SC

$2,765,000

Myrtle Beach, SC

Southwest Ohio - South of Dayton Practice For Sale

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

$895,000

Central Ohio - South of Columbus Practice for Sale

Ohio

• Well established, single owner tax & accounting practice • 67% tax prep, 18% accounting, 15% payroll • High volume with opportunities for price increases • Strong seasonal staff • Tax software used...

$330,000

$330,000

NE Arkansas CPA Firm

Arkansas

THE OPPORTUNITY This well-regarded practice operates as a second office for a prominent CPA firm. The owners are planning for retirement and are looking for a qualified CPA or EA to take the reins....

$468,000

$468,000

Specialized VAT Tax firm with Fortune 500 Clients for Sale in Cali

-Rare specialty niche in VAT compliance and advisory services with minimal direct competition -Established client base including Fortune 500 and large multinational companies -Staff tenure averaging...

$950,000

$950,000

Novato CA CPA Tax Practice for Sale

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

Established Allstate Agency – Grossing $900K / Netting $480K

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

$2,500,000

Cash Flow: $480,000

Billings, MT CPA Tax Practice

Billings, MT

This well-established CPA practice for sale in Billings, MT has been growing consistently in recent years. Annual gross revenues of approximately $270,000 are composed largely of profitable tax work...

$325,000

$325,000

Cash Flow: $220,500

SE MO CPA Firm

Missouri

THE OPPORTUNITY The owners of this reputable Southeast Missouri practice with two established locations are seeking a qualified CPA to carry on their legacy as they prepare for retirement. This is a...

$1,575,000

$1,575,000

Northeast Ohio - South of Cleveland Practice for Sale

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

$450,000

VA CPA Practice, West of DC

Winchester County, VA

NEW CPA Practice for Sale LISTING NUMBER VA2068 Geographic Location: Northern Virginia Practice Details: Top quality CPA tax practice located west of DC. CPA owner plus 1 other CPA, three accountants,...

$600,000

$600,000

Business Brokerage Firm (Remote Operations) in Business for 20yrs

$5,000,000 - Palm Beach County, FL

$5,000,000

Palm Beach County, FL

$270,000 Revenue, Marinette County, WI Tax & Accounting - ABA Advisors

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Not Disclosed

Cash Flow: $170,109

Accounting Firm with 95% Repeat Clients

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

$525,000

Cash Flow: $126,638

North/Central Oregon Coast CPA Practice for Sale

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000

$600,000

Cash Flow: $255,277

Matthews-Indian Trail Area CPA Practice For Sale

Union County, NC

• UPDATED INFORMATION AVAILABLE! • Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues of $305,000! • Revenues comprised of individual and business tax (67%),...

$365,000

$365,000

North Richland Hills, TX CPA Practice for Sale

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,089,000. Desirably situated within the Mid-Cities area of the...

$1,275,000

$1,275,000

Cash Flow: $424,983

Santa Fe, NM CPA Practice for Sale

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $310,000. Revenue is derived primarily from tax services with strong fees, which make...

$250,000

$250,000

Youngstown Area Accounting & Tax Firm

Trumbull County, OH

SALE PENDING - This four-decade firm is thriving, generating revenue of $478,000 in 2024 with ~50% or $237,000 returned to the owner. Business tax and accounting services make up almost 77% of revenue...

$475,000

$475,000

Cash Flow: $237,000

Central Nebraska CPA Partnership Practice for Sale

Nebraska

CPA Partnership Opportunity: This is an exceptional opportunity for an experienced CPA to step into a 50% partnership with a premier, well-established CPA firm located in Central Nebraska. Generating...

$950,000

$950,000

Tony Cordi

Pacific Edge Partners

Serving Los Angeles County, CA

Pacific Edge Partners was formed in 2024 by Tony Cordi and Camille Camper, both industry leaders in the food & beverage industry. The company provides a wide range of services to support buyers, sellers, tenants and landlords. Our clients range from national credit tenants to sole proprietors across a number of industries.

Contact Me >

Contact me
Allstate Agency in Northern CA. Elite Status - Active Variable Comp

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

$1,183,700

Calabasas, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

$700,000

Cash Flow: $302,420

Premium Resale & Lending Enterprise - High-End Collectibles Market

$6,000,000 - Virginia

$6,000,000

Virginia

ACCEPTING OFFERS - Property Tax Consulting Firm.

Rusk County, TX

This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded...

$560,000

$560,000

Northeastern South Dakota Tax & Bookkeeping Practice for Sale

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

$260,000

Established CPA Practice for Acquisition - Listing IL2528

McHenry County, IL

Opportunity: A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. Available May 2026 This presents an exceptional opportunity for a qualified...

$749,000

$749,000

Cash Flow: $281,000

Independent Claims Adjusting Firm, Seller Financing 50%

Broward County, FL

Independent Insurance Adjusting Firm – Established 31 Years – Florida-Based. This well-established independent insurance adjusting firm has been serving the State of Florida for over 31 years. The...

$225,000

$225,000

Cash Flow: $111,229

Great Mattapoisett based ATM route - high growth - $575,000

Mattapoisett, MA

This South Coast Massachusetts portfolio currently operates 49 ATMs machines around the South Coast of Massachusetts. The portfolio in 2024 had ATM Gross Profit of almost $14,000/mo of Owned and...

$575,000

$575,000

Cash Flow: $230,000

Great Price Allstate Agency 10 year Location

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$310,000

$310,000

Cash Flow: $140,000

Construction Tax Credit Consulting Business for Sale

Saratoga Springs, UT

Ascendancy Consultants is a consulting firm that maximizes tax credits for their customers. Ascendancy is THE specialty tax incentive expert! Ascendancy Consultants is a team of attorneys, CPAs,...

$1,249,995

$1,249,995

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$489,000
Reported Seller's Discretionary Earnings$220,500
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$1,000,000

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$261,041$132,828
Median$489,000$220,500
Upper Quartile$933,582$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 Quartile1.072.00
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 $556,875, though prices range from under $290,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $489,000 and owners earn a median of $220,500, 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 3.45, 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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