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Financial Services Businesses For Sale

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Ravalli County, MT (Bitterroot Valley) CPA Practice for Sale

Ravalli County, MT

This long-standing, reputable tax and accounting practice is located in Ravalli County, MT, and has annual gross revenue of approximately $334,000. The practice has built a strong presence and...

$370,000

$370,000

Turn-key, highly profitable Exclusive Allstate agency

Murrells Inlet, SC

Transform your entrepreneurial aspirations into immediate profitability with this fully operational Exclusive Allstate agency in Murrells Inlet's thriving coastal South Carolina market. You'll step...

$1,199,000

$1,199,000

Established 35 years Accounting & Tax Practice

Monroe County, PA

Established 35 years Accounting & Tax Practice This established accounting and tax practice has served the local community for approximately 35 years, providing individual tax preparation, business...

Not Disclosed

Not Disclosed

Cash Flow: $87,917

Turnkey Tax Virtual Business | $10k Revenue Guarantee

Boulder County, CO

Own a recession-proof, high-margin tax practice without doing tax prep. We handle 100% of your back-office tax processing, technical research, and software setup! Are you looking to own a high-margin,...

$11,000

$11,000

Cash Flow: $11,000

Farmers and Brokerage Book of Business

Redding, CA

ESTABLISHED FARMERS INSURANCE AGENCY AND BROKERAGE - REDDING, CA This well-established Farmers Insurance franchise presents an exceptional opportunity in Redding's growing market. Operating...

$125,000

$125,000

Turnkey-Established Insurance Agency for Sale

Cloquet, MN

Established insurance agency offering a diverse portfolio of personal and commercial insurance products. The agency provides comprehensive coverage solutions, including: Homeowners Insurance Auto...

$165,000

$165,000

Established Farmers Agency – Strong Base, Attractive Market!

Utah County, UT

Established Farmers Insurance Agency – Strong Base, Attractive Market! This turnkey Farmers Insurance agency represents an exceptional opportunity to acquire an established franchise operation in the...

$1,500,000

$1,500,000

Cash Flow: $500,000

Incredible ATM opportunity in Atlanta - $295,000

Atlanta, GA

This Atlanta portfolio currently operates 40 ATMs machines around the Atlanta area. The portfolio in 2025 had ATM Gross Profit after merchant splits of over $114,000 of Owned and Loaded ATMs....

$295,000

$295,000

Cash Flow: $125,074

Incredible Seattle ATM Opportunity - 53 ATMs - $129,000

Seattle, WA

Seattle, Washington - 53 ATM portfolio for sale $129,000! This amazing ATM portfolio of 53 Vaulted & Mixed Processing Only ATMs in Washington is such an opportunity. The portfolio has Average Monthly...

$129,000

$129,000

Cash Flow: $59,343

Amazing Managed Route - 13 ATMs - $100,000 Hands free

Bronx, NY

ATM portfolio for sale $100,000! This great hands-off ATM portfolio of 13 ATMs in New York City, NY and the surrounding areas. The portfolio has Monthly Net Profit Income of nearly $2,042.00 in 2026....

$100,000

$100,000

EBITDA: $24,504

Peterborough, ON - Tax Practice for Sale

Ontario

Practice for Sale – Established Tax Practice in Peterborough, Ontario We are pleased to present an excellent opportunity to acquire an established home-based tax practice with a long-standing client...

$120,000

$120,000

Cash Flow: $93,298

$260,000 Revenue – North Dane County, WI CPA Practice for Sale

Dane County, WI

$260,000 Revenue – North Dane County, WI CPA Practice for Sale OVERVIEW ABA Advisors represents this CPA practice in northern Dane County, WI. The seller wishes to retire from public accounting but is...

Not Disclosed

Not Disclosed

Cash Flow: $143,781

Excellent Opportunity to own Laundromat W multiple Tenants

REAL ESTATE INCLUDED

Baltimore, MD

Rarely found great Laundromat business with multiple tenants***Two retail tenants and three apartments upstairs***Great Extra rental income***Prime Location***Sold As Is***Buyer must show POF and...

$2,300,000

$2,300,000

REAL ESTATE INCLUDED

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

$2,990,000 - Nederland, TX

$2,990,000

Nederland, TX

Wonderful Laundromat Business Opportunity W Strip Center for Sale

REAL ESTATE INCLUDED

Essex, MD

Well established Laundromat business along with a Strip Shopping Center***4 Retail tenants and 3 apartments upstairs***Apartments are unfinished (Great future rental incomes)***Sold As IS***Buyer must...

$3,900,000

$3,900,000

REAL ESTATE INCLUDED

Payment Processing & Invoicing B2B SaaS Platform, Owner Absentee

Frisco, TX

The Company provides a CRM-integrated B2B payments and billing automation platform for businesses using leading CRM and cloud accounting systems. In market since 2017, the business generated...

Not Disclosed

Not Disclosed

Cash Flow: $206,000

Steven Kubes

Biz Depot Brokers

Serving Santa Barbara County, CA

Trusted marketplace to shop for Business opportunities of all kinds. Choose your next business venture with Biz-Depot.co

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Pennsylvania Ecological Consulting Company

Pennsylvania

The highly profitable ecological consulting company perform studies, investigations and evaluations for various insurance, environmental and industrial development clientele. It has many long-term...

$400,000

$400,000

Tax Book of Business with 70% Virtual Clients (FL0919)

Pasco County, FL

This established tax practice represents a strategic acquisition opportunity in Pasco County, FL featuring a well-developed client portfolio built over 27 years of continuous operation. The practice...

$240,000

$240,000

Fresno CA CPA Practice for Sale

Fresno County, CA

This well-established practice generates a balanced mix of recurring bookkeeping & tax services, providing stable cash flow and long-standing client relationships. Great opportunity for a firm looking...

$700,000

$700,000

Cash Flow: $356,000

Well Established Farmers Agency FOR SALE

Bexar County, TX

Strong Policy Base | Diverse Book of Business | Excellent Earnings SALE PRICE: $150,000.00 LOCATION: SAN ANTONIO, TEXAS Outstanding opportunity to acquire an established Farmers Insurance Agency with...

$150,000

$150,000

Bilingual CPA Practice/ Bilingual Cabinet CPA (Montreal West/Ouest))

Quebec

CPA-owned, home-based accounting practice with an established client base and no commercial lease to assume. Sale primarily includes the client list. Projected Revenue for current fiscal year:...

$155,000

$155,000

Cash Flow: $98,000

Established Farmers Insurance Agency - Northwest Houston

Houston, TX

Established in 2018 and built by an owner with more than twenty years in the insurance industry, this Farmers Insurance agency serves as one of the fast-growing in northwest Houston suburbs. The...

$489,000

$489,000

Tax Practice TRM

New Ulm, MN

Well-established, community connected Tax Accounting Firm located 90 minutes southwest of the cities available. Turnkey operation Stable, multi-generational accounts in place Known for trust-worthy...

$331,890

$331,890

Cash Flow: $124,756

Highly Profitable Cincinnati CPA Firm Grossing $267k

Cincinnati, OH

Well-Established CPA Practice for Sale – Greater Cincinnati, Ohio Grossing $267,500 | Up to 90% Bank and Seller Financing Available This well established CPA practice in the Greater Cincinnati area...

Not Disclosed

Not Disclosed

Cash Flow: $160,574

SBA Pre Approved - Established 50 year ELITE Allstate Insurance Agency

$729,000 - Cortland, NY

$729,000

Cortland, NY

Christopher Ververis

First Choice Business Brokers - Excellence Team

Established 30-Year Insurance Agency for Sale | Strong Book of Busines

Miami, FL

ESTABLISHED 30-YEAR INSURANCE AGENCY FOR SALE | STRONG BOOK OF BUSINESS Well-established and profitable independent insurance agency with 30 years of operating history serving the Miami, Florida...

$750,000

$750,000

Cash Flow: $214,945

Agoura Hills, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1975 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $5,000 in annual revenue, via bookkeeping • Approximately 1,050...

$975,000

$975,000

Cash Flow: $397,800

Reasonably Relocatable Chattanooga Tax Practice

Chattanooga, TN

Grossing $69,919 Annually | 50% Down Financing Available This well-established tax and accounting practice in Southeast Tennessee is available due to the owner's retirement. The practice has built a...

$76,910

$76,910

Established Farmers Insurance Agency Available (Need to Sell ASAP)

La Junta, CO

ESTABLISHED FARMERS INSURANCE AGENCY - LA JUNTA, COLORADO This well-established Farmers Insurance agency represents an excellent acquisition opportunity for licensed insurance professionals or...

$320,000

$320,000

Property Tax Consulting Book for Sale

Dallas County, TX

Texas Property Tax consultant looking to sell their book of accounts. It is mostly residential with some commercial accounts all in Texas. The book includes over 600 accounts with over $481,000,000 in...

$250,000

$250,000

Cash Flow: $100,000

Fast Flexible Financing Company For Sale

Broomfield County, CO

This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...

$349,995

$349,995

Cash Flow: $205,779

NW Burlington County, NJ CPA Practice for Sale

Burlington County, NJ

This long-established CPA practice for sale in NW Burlington County, NJ, generates annual gross revenue of approximately $700,000. - Diverse mix of business and individual clients - 64% of revenues...

$875,000

$875,000

Established Entertainment Industry Advisory Firm - Virtual

ell-established boutique professional services firm providing specialized financial analysis, auditing, valuation, and consulting services to clients within the entertainment and intellectual property...

$5,000,000

$5,000,000

Cash Flow: $1,123,000

Sussex County CPA Firm for Sale

Branchville, NJ

Established New Jersey CPA practice with a strong 50+ year history and a well-established, diversified client base is available for acquisition due to the owner’s planned retirement. The practice...

$900,000

$900,000

Cash Flow: $320,000

Manchester Area CPA Firm

Manchester, NH

THE OPPORTUNITY A long-established, highly reputable CPA practice located in the Manchester, New Hampshire area is now available for acquisition as the owner approaches retirement. Demonstrating a...

$440,000

$440,000

Farmers Insurance agency

$320,000 - Englewood, CO

$320,000

Englewood, CO

B2B Software Services Firm with Government & Institutional Client

Broward County, FL

Established Florida-based technology consulting firm specializing in enterprise document management, workflow automation, process improvement, cloud-based user solutions, training, and ongoing...

$1,800,000

$1,800,000

Cash Flow: $408,546

Princeton CPA Firm

Princeton, NJ

THE OPPORTUNITY Exceptional opportunity to acquire a highly profitable, single-owner CPA practice located in the Princeton, New Jersey market. This streamlined, turn-key firm boasts a loyal client...

$395,000

$395,000

Virtual CPA Practice for Sale

Teton County, WY

Gross Revenue - $900,000 Sellers Discretionary Earnings (SDE) - $572,000 Asking Price - $1,650,000 Established in 1988, this virtual CPA practice presents an attractive acquisition opportunity for an...

$1,650,000

$1,650,000

Cash Flow: $572,000

Professional Business Sales & Advisory Firm in Affluent CT Market

Greenwich, CT

Positioned in one of the most affluent and business-dense markets in the Northeast, this opportunity offers ownership of a professional business brokerage and advisory practice serving Greenwich and...

$89,425

$89,425

Est. 40 year Tax, Accounting, and Payroll Practice $1,750,000 Revenue

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$2,070,000

$2,070,000

EBITDA: $370,000

CPA Firm - Cloud Based (High Fees) (Semi-Virtual)

Essex County, MA

The firm occupies a strategic position in a highly profitable niche, providing services to clients across the country. The firm has developed a robust referral network that consistently generates more...

$1,000,000

$1,000,000

Cash Flow: $455,500

Northwest Richmond Metro Area CPA Practice For Sale

Henrico County, VA

• Owner willing to assist buyer to ensure optimal retention! • 2026 revenues expected around $900,000! • Revenues comprised of individual and business tax (53%), accounting/bookkeeping (44%) and Other...

$1,100,000

$1,100,000

Encino CPA Firm for Sale

Encino, CA

Established CPA tax and accounting practice for sale in Encino, California. The Seller has operated the firm for more than 10 years and is now preparing for retirement. The Seller is seeking a...

$550,000

$550,000

Cash Flow: $255,381

Shelly Grosz

Transworld Business Advisors of Tri-Valley

Serving Fresno County, CA

When a company owner needs to sell their business, they can't just stick a for sale sign in the window. They need the assistance of a business Advisor to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld has been a mainstay in the business mediation industry for over 25 years, specializing only in businesses sales. We focus on your specific industry to find the right buyer. This means faster results for you. Our professionals consist of sophisticated and experienced experts in business and finance. Many have owned businesses and can relate to the stresses and pains that can go along with the selling process. Our service, dedication and drive is available and ready to be put to use for you.

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Rockford, IL Area CPA Tax and Accounting Practice for Sale

Winnebago County, IL

This new CPA tax and accounting practice for sale in the Rockford, IL area generates annual gross revenues of approximately $228,500! The practice has been providing quality services to the local...

$256,000

$256,000

Established CPA Firm In Dc Metro With Three-Decade Client Relationship

Maryland

-Established for over 30 years -Revenue holding steady at approximately $1.2M, with 2026 tracking consistent with prior years -Average personal tax return fees exceeding $2,000 -Owner hours just 1,600...

$1,500,000

$1,500,000

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

Reasonably Relocatable CPA Tax Practice Grossing $130k in Alexandria

Alexandria, VA

Grossing $130,000 | Up to 90% Bank & Seller Financing Available This well-established CPA practice in Northern Virginia has served a loyal base of individual and trust clients for over three decades....

$156,000

$156,000

Consulting & Advisory Franchise – Business Brokerage Colorado Springs

Colorado Springs, CO

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

$59,000

$59,000

Virtual Bookkeeping, Controller & CFO Services Firm For Sale - $1M ARR

Oakland County, MI

An exceptional opportunity to acquire a well-established virtual bookkeeping, controller, and CFO services firm with more than 30 years of operating history. The company has built a strong reputation...

$2,000,000

$2,000,000

Cash Flow: $455,000

Central Camden County, NJ CPA Practice for Sale

Camden County, NJ

This well-established CPA practice is in Central Camden County, NJ and has annual gross revenue of approximately $669,000. The practice operates with modern systems, cloud-based accounting software,...

$795,000

$795,000

Cash Flow: $355,000

Established Insurance Agency for sale with a well known brand

Dakota County, MN

Established Insurance Agency for Sale with Well-Known Brand This profitable insurance agency, operating since 2015, represents an excellent opportunity to acquire a fully operational business with...

$200,000

$200,000

CPA Practice - Primarily Tax, Seller Financing

Salt Lake County, UT

This well established CPA practice is a great addition to an existing firm, or a springboard for a CPA to go out on their own. The owner is ready to retire after founding the practice in the 1990's...

$300,000

$300,000

Cash Flow: $150,000

South of Little Rock CPA Practice For Sale

Arkansas

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be around $480,000! • Service mix includes tax (52%), accounting (46%), and other...

$550,000

$550,000

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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