All Locations

Financial Services Established Businesses For Sale

Showing 1,090 results sorted by
Industry Info
Allegheny County CPA Practice For Sale

Allegheny County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $300,000! • Service mix includes tax (85%) and accounting...

$300,000

$300,000

Bullhead City AZ Tax Practice For Sale

Mohave County, AZ

• This practice was established in 2012 • Software in use includes Tax Act Professional Enterprise Edition • Approximately 1440 individual tax returns with an average fee of $151 per return •...

$290,000

$290,000

Cash Flow: $197,000

Virtual Accounting Firm for Sale with Outstanding Cash Flow!

Nebraska

Highlights: • Cash flow over 70%! • Owner hours low at 1,250 per year! • 2 CPAs on staff This top-performing virtual Accounting Firm uses a boutique, concierge-style approach to provide outstanding,...

$585,000

$585,000

Lake Oswego, OR CPA Practice for Sale

Clackamas County, OR

• The owner is a CPA • This practice was established in 1994 • Software used is Lacerte • Approximately $6,600 in annual revenue, via bookkeeping • Approximately $53,100 in annual revenue, via other...

$650,000

$650,000

Cash Flow: $286,000

Tucson AZ CPA Practice for Sale

Pima County, AZ

• The owner is a CPA • 10% of clients are serviced remotely • This practice was established in 2006 • Software in use includes Drake, QuickBooks, Web, Microsoft • Approximately $100,000 in annual...

$975,000

$975,000

Cash Flow: $490,000

Adirondack Foothills CPA Practice For Sale

New York

• Seller retiring but willing to work part-time for buyer. • Practice revenues around $1.5MM! • Revenues comprised of Individual and Business tax (38%), Audits/Reviews/Consulting (34%) and...

$1,875,000

$1,875,000

Established, Profitable, Independent Insurance Agency for Sale

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000

$1,150,000

Cash Flow: $428,734

A highly specialized, U.S.-based accounting and tax advisory firm

Marietta, OH

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation,...

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...

$290,000

$290,000

Cash Flow: $140,000

Independent, Local Insurance Agency In Chicago

Chicago, IL

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$105,000

$105,000

Cash Flow: $86,300

Allstate Agency in Long Island, NY

Melville, NY

Located in Long Island, NY, just east of Queens, this well-established insurance agency has been serving its community for over 45 years. With $2,686,699 million in premium and $250,630 in annual...

$610,000

$610,000

Cash Flow: $188,630

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,...

$849,995

$849,995

Local, Independent Insurance Agency

Cleveland, NY

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$104,900

$104,900

Cash Flow: $93,250

Local, Independent Insurance Agency In Salt Lake

Salt Lake City, UT

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$105,000

$105,000

Cash Flow: $82,500

Abilene, TX Tax & Accounting Practice for Sale

Taylor County, TX

This well-established, reputable tax and accounting practice for sale in Abilene, TX has annual gross revenues of about $496,000. It is built on a strong foundation of recurring revenue, with no audit...

$500,000

$500,000

Established Check Cashing For Sale In Las Vegas

Las Vegas, NV

Established check cashing store with a 35 year history! With the ability to do deferred payment loans, check cashing, buy gold and silver, and provide title loans, this store would be perfect for a...

$199,000

$199,000

Cash Flow: $60,090

Daniel Vasconcelos

First Choice Business Brokers - Lake Nona

Serving Orange County, FL

First Choice Business Brokers (FCBB) is a premier business brokerage firm with nearly three decades of experience helping business owners and buyers successfully navigate the complexities of buying and selling businesses. Established in 1994, FCBB has grown to become one of the largest and most respected business brokerage firms in the United States, facilitating the sale of businesses across a wide range of industries. Our Lake Nona office is dedicated to serving the local and international business community, offering personalized services tailored to meet the unique needs of our clients. We specialize in providing comprehensive support throughout the entire sales process, from initial valuation to the final closing. Our team of experienced brokers is committed to helping business owners achieve the maximum value for their businesses while ensuring a smooth transition for buyers. At First Choice Business Brokers, we understand that selling a business is not just a financial transaction—it’s a significant life event. Our brokers are experts in the local market and bring a deep understanding of various industries, enabling us to connect sellers with qualified buyers and negotiate deals that benefit both parties. With a proven track record of success, having listed and managed the sale of billions of dollars in businesses, FCBB is trusted by entrepreneurs nationwide. We are proud members of the International Franchise Association (IFA), the International Business Brokers Association (IBBA), and other esteemed organizations, underscoring our commitment to maintaining the highest standards of professionalism and integrity in the industry. Whether you are looking to buy or sell a business, First Choice Business Brokers - Lake Nona is here to guide you every step of the way, ensuring that your goals are met with expertise and care. We invite you to explore our services and discover how we can help you achieve your business objectives.

Contact Me >

Contact me
Accounting Practice for Sale in Fishkill, NY

Fishkill, NY

8% Attest 20% Individual Tax 30% Business Tax 42% Accounting/Bookkeeping/Advisory Net Profit - $186000 For more information you must subscribe to become a member of our buyer inner circle -...

$725,000

$725,000

Cash Flow: $186,000

Burbank CPA/Business Management Firm for Sale

Burbank, CA

CPA/Business Management firm for sale in Burbank, CA. Ref# BUR125. This CPA Business Management firm has been located in Burbank for over 30 years. The Seller has enjoyed working with the clients and...

$825,000

$825,000

Cash Flow: $263,261

Bookkeeping & Accounting Franchise for Sale

San Diego County, CA

A well-established professional services firm based in a major Southern California city provides outsourced bookkeeping, controller-level support, and operational services to small and growing...

$550,000

$550,000

Cash Flow: $150,000

North Nashville Area CPA Firm

Tennessee

TN1067: The seller of this north Nashville area CPA firm (partial sale) is selling to focus on other business interests. Well-established in the area with a loyal and stable clientele, the firm would...

$308,000

$308,000

Thriving Accounting Practice Poised For Growth!!!!

Lake County, IN

This is a rare opportunity to acquire a well-established and highly profitable CPA practice with a long-standing, loyal client base. The firm enjoys consistent revenue and strong client retention,...

$180,000

$180,000

Cash Flow: $118,293

Santa Fe, NM CPA Practice for Sale

Santa Fe, NM

This reputable CPA firm is in Santa Fe, NM and has annual gross revenue of approximately $320,600. It caters to a high-quality, established client base that includes loyal individuals and many...

$285,000

$285,000

Virtual Woodland Hills, CA Practice for Sale

Los Angeles County, CA

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area • This practice was established in 1996 • Less than 5% of clients meet with the seller and staff •...

$995,000

$995,000

Cash Flow: $556,500

Baton Rouge, LA Tax & Accounting Practice for Sale

E Baton Rouge County, LA

• The owners are CPAs (Inactive) • This practice was established in 2022 • Software in use includes ProSeries & QuickBooks • Approximately $64,000 in annual revenue, via bookkeeping (200 clients) •...

$600,000

$600,000

Cash Flow: $341,700

East Texas (Within an hour of Dallas) CPA Practice For Sale

Texas

This well-established CPA practice for sale in East Texas, located within an hour’s drive of Dallas, has annual gross revenues of approximately $187,000. The practice has been delivering high quality...

$187,000

$187,000

Accoounting Practice for Sale in Melville, NY

Melville, NY

290 Individuals - $150,000 50 Businesses - $238,000 Other - $12,000 Net Profit - $305,000 https://thrivefinancialgrp.com/listing/accounting-practice-for-sale-in-long-island/...

$500,000

$500,000

Cash Flow: $305,000

Reputable Online Real Estate Coaching & Training Business

This highly profitable Real Estate Coaching business empowers both aspiring and current investors through interactive, hands-on coaching, mentoring, and valuable digital products. With a low overhead...

Thriving and Efficient CPA Firm for Sale with Loyal Clients and Growth

North Carolina

• Price reduced, motivated seller! • Owner hours only 1,800! • Fee increases will add $60,000 in 2026. • Signed Engagement Agreements. • Seller willing to stay on part time. • Room to onboard new...

$485,000

$485,000

Northwest Ohio - SW of Toledo Practice for Sale

Lucas County, OH

• Well established, single owner CPA practice • 88% tax prep, 12% payroll & other • Staff Accountant available to transition • Tax software used is ProSeries • Office space available for lease •...

$240,000

$240,000

Business Accounting Services Firm

Santa Clara County, CA

This San Jose/Silicon Valley Metro Area firm provides comprehensive outsourced accounting, bookkeeping, controllership, and advisory services to small businesses, start-ups, venture capital firms, and...

$879,000

$879,000

Cash Flow: $240,000

Profitable Mortgage Business w/ Strong Referral Pipeline Included

Gwinnett County, GA

This is a rare opportunity to acquire a well-established, highly reputable mortgage business with consistent cash flow, strong referral relationships, and built-in growth opportunities. With over 30...

$100,000

$100,000

Cash Flow: $142,329

Allstate Agency Ardmore, Oklahoma

Ardmore, OK

This well-established insurance agency has P&C Binding in both Oklahoma and Texas and is widely recognized in the community for its exceptional customer service. It has earned a strong reputation,...

$749,000

$749,000

Cash Flow: $237,862

Northeastern Oklahoma CPA Practice For Sale

Oklahoma

• Seller retiring but will remain in the area to assist buyer with transitioning clients. • 2025 Revenues estimated around $160,000. • Majority of revenue from Individual and business tax, with some...

$185,000

$185,000

Great New York City ATM Route - 34 ATMs for $245,000.00 - Hands free

Brooklyn, NY

This great hands-off ATM portfolio of 34 ATMs in New York City, NY and the surrounding areas. The portfolio has Net Profit Income of nearly $58,584 in the past 12 months. All 34 ATMs are owned by the...

$245,000

$245,000

Great Charlotte ATM Portfolio - Over $430,000 of income for $700,000

Charlotte, NC

This great ATM portfolio of 27 Arcade ATMs in Charlotte, NC and the surrounding areas. The portfolio has Net Income of nearly $19,000 per month in the past 12 months (Gross Profit of $35,845). Link to...

$700,000

$700,000

Cash Flow: $430,000

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $437,937

Butler County Tax Practice For Sale

Butler County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2025 gross revenues are anticipated to be $310,500! • Primarily a tax practice with loyal clientele who provide...

$375,000

$375,000

Santa Cruz CA CPA Practice for Sale

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1988 • Software in use includes Thomson Reuters • Approximately $38,000 in annual revenue, via bookkeeping (12 clients) • Approximately $4,500...

$875,000

$875,000

Cash Flow: $375,000

Western Monmouth County, NJ CPA Practice for Sale

Monmouth County, NJ

This well-structured practice focuses exclusively on tax and bookkeeping services, with no attestation work: - Approximately two-thirds of revenue is generated from business clients. - A strong fee...

$495,000

$495,000

Hagerstown MD CPA Practice for Sale

Washington County, MD

This well-established CPA practice is located in Hagerstown, MD and has annual gross revenue of over $135,000 and growing! Despite the overall size of the firm, the fee structure is that of a larger,...

$175,000

$175,000

Niche CPA and Bookkeeping firm Serving the East Tucson / Vail Market

Tucson, AZ

Well balanced and diverse customer base that does not all depend on April 15 filings. Focused on bookkeeping and tax returns for small business owners and helping them not just crunch the numbers but...

$40,000

$40,000

Cash Flow: $44,134

Northeast Oklahoma CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $145,000. • Revenues comprised of nearly 100% Individual and Business Tax. • Large office space...

$160,000

$160,000

Merrimack Valley, MA CPA Practice for Sale

Middlesex County, MA

This new CPA practice for sale in the Merrimack Valley, MA area grosses about $1,715,000 annually. The well-respected firm derives nearly all (89%) of its income from services provided to desirable...

$1,870,000

$1,870,000

Minimal Owner Involvement, Non-Franchised Tax Practice For Sale

Indiana

Long-standing, independent tax practice with a solid client base and strong community presence. The firm is staffed with experienced professionals, allowing for seamless operations and minimal owner...

$220,323

$220,323

Dennis Hayes

WCI Business Sales

Serving Maricopa County, AZ

WCI is Arizona’s oldest business brokerage firm at 57 years. In that time, we have sold and closed > 5,000 privately held, Arizona based businesses. Like most start-ups, the firm had very humble beginnings until ultimately hard work and reputation supplied sufficient traction to scale up our size. As a firm, we are “generalists” able and willing to sell most anything with reliable earnings and credible financials. Some of our agents have specialties with an extra depth of industry specific knowledge.

Contact Me >

Contact me
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

Tulsa County Tax and Accounting Practice For Sale

Tulsa County, OK

• Seller retiring but staying in area to assist buyer with transition. • 2025 revenues estimated around $320,000 • Revenues comprised of Accounting and Write-Up (83%) and Individual and Business Tax...

$400,000

$400,000

Extremely Profitable Accounting & Tax Practice For Sale

Michigan

Well-established accounting practice offering a balanced mix of client services. The firm boasts strong average billings and consistent monthly cash flow, making it an excellent opportunity for a...

$269,574

$269,574

Clinton Twp/Fraser Tax, Bookkeeping & Payroll Practice

Macomb County, MI

This well-established Tax, Bookkeeping & Payroll practice for sale is located in the desirable Fraser/Clinton Township area of Macomb County, MI, with annual gross revenues of approximately $616,000....

$695,000

$695,000

Established Allstate Insurance Agency for Sale in NH

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

$1,050,000

Check Cashing and Payday Loan Business for Sale in Florida Panhandle

Escambia County, FL

Introducing an exceptional Check-cashing and financial services business in NW-Florida established in 1997 with current owner since 2002. This company provides services common in the check-cashing...

$250,000

$250,000

Cash Flow: $118,308

Buy a Financial Services Business

Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.

Some of the most popular categories of financial services businesses include:

  

Market Overview

Number of Business Listings Analyzed   936
Median Asking Price   $500,000
Median Reported Revenue   $430,000
Median Reported Earnings   $210,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

  

Financial Services Business Valuation Multiples

Range Revenue Earnings (SDE)
Lower Quartile   1.02 1.81
Median   1.18 2.36
Upper Quartile   1.46 3.13
Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price.

  

Read the Report:

Financial Services Business Valuation Benchmarks

  

Sell Your Financial Services Business

For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.