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Financial Services Businesses For Sale

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Industry Info
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

Minimal Owner Involvement, Non-Franchised Tax Practice For Sale

Indiana

Fact Sheet: Gross Revenue: $200,293 Location: Northwest Indiana Status: Price Reduced Terms: Negotiable Software: Drake Overview A well-established, non-franchised tax practice in Northwest Indiana,...

$182,645

$182,645

Growing CPA Practice Located in Affluent Oakland County Suburb

Oakland County, MI

Established and well-regarded, this CPA firm offers a broad spectrum of client services and continues to see steady revenue growth with minimal marketing efforts. Located in a thriving, affluent area...

$500,000

$500,000

Charlotte Area VIRTUAL Tax and Accounting Practice For Sale

Union County, NC

• Practice is 100% VIRTUAL with owner and employees all working remotely from home! • Buyer NEEDS be able to speak Portuguese as this is the main language spoken by client base. • Seller pursuing...

$625,000

$625,000

Established CPA Practice with Growth Potential-SBA Pre-Qualified

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

$965,000

Cash Flow: $450,000

Profitable Private Insurance Agency

Miami Gardens, FL

PROFITABLE PRIVATE INSURANCE AGENCY DOING $4,500,000.00 IN SALES AND $450k IN COMM.. OWNER RETIRE. 2 LOCATIONS....

$900,000

$900,000

Cash Flow: $400,000

PRICE IMPROVEMENT! Allstate Agency in West Albuquerque, NM!

Albuquerque, NM

Exceptional growth in this well-established, long term (30 years) $4.38M Allstate Agency. This Elite Level agency has excellent retention at 88.98% and is nestled in a high growth area giving it...

$825,000

$825,000

Check Cashing and Tax Prep in DMV

Fairfax County, VA

Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...

$400,000

$400,000

Cash Flow: $200,000

Profitable Bookkeeping, Tax & Advisory CPA Firm for Sale near Calgary!

Alberta

-Cash flow exceeding 55% from a loyal, long-standing client base -No audit work required -Diverse service mix including bookkeeping, compilations, business and personal tax, and estate planning ABOUT...

$550,000

$550,000

4 Y/O Fintech White Label Software Provider

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

$2,040,000

Cash Flow: $177,866

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

$192,000 - Tampa, FL

$192,000

Tampa, FL

Allstate Agency in Scottsdale, AZ

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

$1,050,000

Check Cashing Business

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

$360,000

Cash Flow: $100,000

Dustin Zeher, CBI

Horizon Business Brokers, LLC

Serving Fairfax County, VA

Horizon Business Brokers offer our clients years of professionalism, experience, expertise, and knowledge in the process of buying or selling a business. We keep everything confidential by following the strict code of ethics set forth by the IBBA. We specialize in the Washington, DC area and Mid Atlantic region, but can help you purchase any business nationwide. We know confidentiality and cost are among the most important concerns when buying or selling a business. We keep all communications confidential and guarantee the lowest brokerage fee. We want your business and we will give you the best deal possible, because we believe your next big business opportunity is just on the horizon. At Horizon Business Brokers we have relationships with Banks, Accountants, Lawyers and Advisors that can help you every step of the way through your journey. Our Mission: For Sellers is to sell your business quickly and to get you the best market price possible. Our distinction; we are part of the Largest Association of Network Business Brokers in the Greater Washington Metro Area of multiple licensed agents and their companies assisting you in selling your business. We deal with you fairly, professionally, and honestly while offering you the expertise that you demand. We'll uphold strict confidentiality in all of our dealings and we will do our very best to find you the most qualified buyer for your business. For Buyers is to provide you with the perfect business opportunity through the many listings we have in various industries. If we don't have a business listed that fits your needs we will find it for you. We give you the straight facts about the business you are interested in and help you through the process fairly, professionally, and honestly while offering you the expertise that you demand. Imagine your lifelong dream of owning a successful business coming true. Search our listings to view our many business opportunities.

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Check Cashing Business

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

$360,000

Cash Flow: $100,000

Allstate Agency in West Texas, South of Lubbock!

Ector County, TX

This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8% PBR, VC of 100, Multi-Category of 58%, and a large life and...

$2,400,000

$2,400,000

Cash Flow: $509,247

SW Kansas CPA Firm

Kansas

THE OPPORTUNITY Step into a well-established Southwest Kansas CPA practice boasting a strong fee structure and an experienced, loyal team in place. Generating a nice cash flow for the owner, this...

$520,000

$520,000

Consistently Growing Fleet Management Company

Pennsylvania

We're excited to present a standout opportunity in the fleet management industry. This Eastern US company, a recognized market leader, offers a comprehensive range of services including accident and...

$3,500,000

$3,500,000

Cash Flow: $730,000

Pasadena MD Tax & Bookkeeping Practice for Sale

Anne Arundel County, MD

This well-established Enrolled Agent practice is located in Pasadena, MD and has annual gross revenue of approximately $330,000. The practice has cultivated a strong reputation and serves a loyal,...

$345,000

$345,000

Cash Flow: $98,876

Lodi, CA CPA Practice for Sale

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

$720,000

Cash Flow: $193,102

Hilo, Hawaii CPA Practice for Sale

Hawaii County, HI

This very well-established, reputable CPA practice for sale is desirably located in Hilo, HI and produces annual gross revenue of approximately $755,000. The practice caters to a high-quality client...

$668,000

$668,000

Cash Flow: $162,250

Tax Prep & Accounting Serv. Firm , Updated Financials/Asking Price

Middlesex County, MA

Founded in the 1960s in Middlesex County, MA, this established firm has built a strong reputation for delivering dependable tax filing, bookkeeping, and accounting services to small and mid-sized...

$549,000

$549,000

Cash Flow: $149,208

Farmers Insurance Agency for Sale $5 Million in Premium

Saint Louis, MO

Saint Louis, MO

John Whitehead

Laura Sanders Realty

60%+ SDE Accounting Firm For Sale

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Not Disclosed

Not Disclosed

Cash Flow: $302,360

Chaudière-Appalaches, QC - Cabinet de CPA à vendre

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

$699,000

8 Y/O Agritech Firm with $30M+ Transactions Processed

Ghana

Company Overview: The target company is a leading agritech firm, founded in 2016, focused on providing market access and financial services to smallholder farmers in a West African country. Through...

$12,760,000

$12,760,000

Cash Flow: $1,006,077

Lincoln, NE CPA Practice for Sale

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE. We're excited to share updated financial information, with the practice now reporting approximately $221,000 in...

$160,000

$160,000

$580k (Revenue) Orlando Area - CPA Practice for Sale

Florida

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

Not Disclosed

Not Disclosed

Cash Flow: $250,000

Somerset County Tax and Accounting Practice For Sale

Somerset County, PA

• Owner looking to retire and move from the area but still available for transitional help as agreed with buyer. • 2024 gross revenues to be consistent around $112,000. • Service mix includes tax...

$135,000

$135,000

Tucson, AZ EA Practice for Sale

Pima County, AZ

This well-established Enrolled Agent practice has been serving clients since 1992 and offers a balanced mix of tax, bookkeeping, payroll, and consulting revenue. The owner is willing to assist for 1–2...

$515,000

$515,000

Cash Flow: $156,000

Matagorda County Tax and Accounting Practice For Sale

Texas

• UPDATED FINANCIALS are available in the buyer portal! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue came in higher than...

$375,000

$375,000

Columbia Tax and Bookkeeping Practice For Sale

Richland County, SC

• UPDATED INFORMATION • Seller retiring but willing to assist buyer with transitioning clients. • 2026 revenue of $140,000! • Revenues comprised of nearly 100% individual and business tax. • Office...

$160,000

$160,000

1,050 owner hours-Exceptional Denver CPA Firm With Over 50% Cash Flow!

Denver, CO

-Cash flow exceeding 50% with owner working approximately 1,050 hours annually -Loyal client base with many relationships spanning decades -Strong real estate niche serving high-net-worth...

$799,000

$799,000

Cash Flow: $350,000

30 Year Tax Practice- Lacerte - Turnkey & Profitable - Asking $695,000

$695,000 - Phoenix, AZ

$695,000

Phoenix, AZ

Thriving tax firm in Canada for Sale with over 65% Cash Flow!

Saskatchewan

-Cash flow to owner exceeding 65%, among the strongest margins in the industry -Personal tax-focused practice with more than 30 years of community reputation and steady referral-driven growth -Revenue...

$1,100,000

$1,100,000

**SALE PENDING** -- Denver Tech Center CO CPA Practice for Sale

Colorado

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns - 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping -...

$1,270,000

$1,270,000

Canton Area Sales & Marketing Business Development Company

Canton, OH

Pursue freedom and independence in your career track. Become an owner as a franchise member in the world's largest group of its kind. Benefit from the leading brand name in the industry. The owner has...

$179,000

$179,000

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2026 gross revenues expected to be consistent around $200,000! • The service mix includes tax (85%),...

$240,000

$240,000

NW Little Rock Metro Area

Arkansas

THE OPPORTUNITY An exceptional opportunity is available to acquire a nice CPA firm in the Northwest Little Rock metro area. The retiring seller has built a deeply loyal clientele backed by a talented,...

$750,000

$750,000

Profitable Direct Lending & Real Estate Investments Services

California

******* UNDER CONTRACT ******* Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Accounting Practice for Sale in Paramus, NJ

Paramus, NJ

Mix of small to medium sized businesses and individuals....

$350,000

$350,000

Cash Flow: $130,000

New Well Established Chicago, IL CPA Practice w/ staff Listing IL2425

Chicago, IL

Geographic Location: Chicago Here's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to...

$599,000

$599,000

Mark Daoust

Quiet Light Brokerage, Inc.

Serving Dakota County, MN

The value of Quiet Light is in its advisors.

Contact Me >

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Beloit/Janesville CPA Practice 67% Cash Flow Listing WI1129

Rock County, WI

Practice Details: Retiring CPA owner is seeking a qualified Buyer for this very profitable tax and accounting practice. In business over 20 years a loyal and well-established client base. Great Cash...

$400,000

$400,000

Cash Flow: $267,000

CPA Firm for sale

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000

$125,000

Jackson Hewitt Franchise

$289,900 - Cedar Rapids, IA

$289,900

Cedar Rapids, IA

CPA Firm in McHenry County Illinois For Sale LIsting IL2422

McHenry County, IL

A highly respected local CPA in McHenry County, Illinois, is looking for a qualified individual or firm to take over their thriving practice as they begin a well-deserved transition into retirement....

Not Disclosed

Not Disclosed

Cash Flow: $350,000

20+ Years Tax, Accounting, Book Keeping Firm

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

$180,000

Cash Flow: $96,825

Successful Accounting Firm in Expansion, Miami and Orlando Territories

Miami-Dade County, FL

Successful accounting Firm in Miami, with more of 15 years in business, seeks 50% strategic passive partner for their next location in Florida. Great opportunity for E2 Visa investors. JP Global...

$250,000

$250,000

Clinton Twp, MI CPA Practice for Sale

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

$1,080,000

Cash Flow: $1,058,000

$1MM (Revenue) Soutwest WI – Accounting & Tax Firm For Sale

Wisconsin

$1MM (Revenue) Southwest, WI - Accounting And Tax Firm for Sale OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller...

Not Disclosed

Not Disclosed

Cash Flow: $419,347

Durham NC CPA Practice for Sale

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

$550,000

Brazoria County, TX CPA Firm for Sale

Brazoria County, TX

• UPDATED FINANCIALS are accessible in the buyer portal! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to be consistent around...

$285,000

$285,000

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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