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Financial Services Established Businesses For Sale

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Akron Sales Management & Portfolio Company

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

$189,000

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

Local Income Tax Service for Sale

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

$360,000

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent around $200,000! • The service mix includes tax (82%),...

$240,000

$240,000

Cash Flow: $132,000

NW Little Rock Metro Area

Arkansas

AR1166: The seller of this CPA firm located in the Northwest Metro Area of Little Rock is ready to retire and is seeking a CPA buyer. With a large number of business clients, a loyal clientele, and an...

$735,000

$735,000

Profitable Direct Lending & Real Estate Investments Services

California

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

$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

Growing Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this year. In addition, the business has multiple other revenue...

$240,000

$240,000

Cash Flow: $89,082

Well Known Check Cashing Store- Highest Rated Franchise

Hudson County, NJ

This store is located in a highly populated New York City suburb with upside growth potential. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The...

$129,000

$129,000

Cash Flow: $71,690

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

$1,100,000

Cash Flow: $505,330

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

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

Coastal South Carolina CPA Practice for Sale

Horry County, SC

• Seller changing careers. Willing to assist buyer as much as possible with transition. • 2024 revenues estimated to be around $110,000! • Revenues comprised of tax (86%) and accounting (14%)...

$125,000

$125,000

Cash Flow: $65,000

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

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: $47,804

Gregory Barnes

Dynasty Business Advisors

Serving Mecklenburg County, NC

Dynasty Business Advisors partners with buyers and sellers to create lasting opportunities for entrepreneurship, business ownership, and generational wealth building. We offer specialized business advisory services tailored to each client. We guarantee that you will receive personalized strategies and guidance that align with your unique goals and challenges, whether you are selling or buying a business or in the succession planning process.

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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

Redding, CA CPA Practice for Sale - Available after 4/15

Shasta County, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via...

$315,000

$315,000

Cash Flow: $112,800

Established Agency For sale

Fenton, MO

Established Farmers Insurance Agency for sale in the Fenton/ Valley Park area. Owner willing to assist with the transition process. 800K Premium Insurance Agency Location: Fenton MO Office- Leased...

$115,000

$115,000

Cash Flow: $41,000

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

CPA Firm Looking for Merger Partners, SLC, UT

Salt Lake City, UT

Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....

Not Disclosed

Not Disclosed

EBITDA: $10,000,000

Southwestern SC Accounting and Tax Practice for Sale

Aiken County, SC

• Owner looking to retire and will be available for transitional help as agreed with buyer. • Great location with a reputation in the community that brings in constant referrals. • 2023 gross revenues...

$285,000

$285,000

Brazoria County, TX CPA Firm for Sale

Brazoria County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2023 gross revenues to be around $285,000. • Service mix comprised of tax (94%) and accounting (6%). •...

$325,000

$325,000

Allstate Agency in NE Illinois

Cook County, IL

Don't miss out on this Pro level, on pace to be Elite, $2.5M Allstate book with great retention and growth! This agency shows great growth and is primed for even more growth under the right owner....

$430,000

$430,000

Profitable CPA Practice in Appleton WI Listing WI1127

Appleton, WI

Listing WI1127 Practice Details: Profitable, established CPA practice in Appleton Wisconsin Revenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%...

$219,000

$219,000

NW Wisconsin Tax and Accounting Practice For Sale Listing WI1128

Wisconsin

LISTING WI1128 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. In business over 20 years a loyal and well-established...

$1,400,000

$1,400,000

North Central Nebraska CPA Practice for Sale

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $195,000. The firm is proudly operated by the seller and...

$170,000

$170,000

Cash Flow: $117,930

Real Estate & Private Lending Opportunity

Iowa

This real estate and private lending opportunity has developed a proven system to identify lucrative deals with a steady and customizable deal flow pipeline. The business focuses on high-margin real...

$995,000

$995,000

Cash Flow: $711,099

Very Strong Bronx, NY ATM Portfolio - 100 ATMs - $600,000

Brooklyn, NY

This portfolio currently operates 75 ATM machines, primarily with location agreements. The route is showing ATM Average Gross Profit of approximately $22,000/mo in 2023. The route is based in the...

$600,000

$600,000

Cash Flow: $145,000

Insurance Agency for Sale

Jefferson County, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

$300,000

$300,000

Cash Flow: $198,639

Oakland, CA EA Practice for Sale

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

$1,200,000

Cash Flow: $454,000

Fruitland, ID CPA Practice for Sale

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

$345,000

Cash Flow: $225,720

Baltimore SMSA Based Accounting Practice For Sale

Bel Air, MD

Baltimore SMSA based accounting practice for sale. Specializing in tax preparation and business consulting. Serves over 1,200 "seasoned" clients. No auditing services offered. Annual sales averaged...

$1,900,000

$1,900,000

Cash Flow: $400,000

Northeast Georgia Tax and Accounting Practice for Sale

Georgia

• Owner is available for transitioning as agreed with buyer. • NEW FINANCIALS AVAILABLE! • 2025 gross revenues are estimated to be around $250,000! • Service mix includes tax (70%) and accounting...

$270,000

$270,000

New Ford County Illinois Tax Practice for Sale

Ford County, IL

Geographic Location: Ford County, IL - Listing IL2319 First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic...

Not Disclosed

Not Disclosed

Cash Flow: $280,000

Accounting Practice For Sale in Walled Lake, MI

Walled Lake, MI

Projected 2025 Gross Income - $160,000 Accounting Clients 19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S 3 1065 2 Other Retirement minded CPA...

$160,000

$160,000

Southwest of Asheville NC CPA Practice for Sale

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

$575,000

St Cloud MN Accounting and Tax Practice MN1114

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

$107,000

Cash Flow: $78,000

Madison WI Metro Accounting and Tax Practice WI1122

Dane County, WI

Practice Details: Outstanding Accounting and Tax practice in Dane County Wisconsin Cash Flow: Cash flow to owner 60% Revenue breakdown: Individual and Business Tax 75% Write-Up/Other 25% Facilities:...

$459,000

$459,000

Cash Flow: $276,000

Green Bay WI Accounting Practice WI 1123

Brown County, WI

Practice Details: Profitable Accounting and Tax practice in Green Bay Wisconsin Cash Flow: 50%+ Revenue breakdown: Individual and Business Tax 65% Write-Up/Other 35% Facilities: Leased Office...

$499,000

$499,000

Green Bay Accounting Practice WI1124

Brown County, WI

Practice Details: Profitable 25 year established Accounting and Tax practice in Brown County Wisconsin Cash Flow: Cash flow to owner 48% Revenue breakdown: Individual and Business Tax 46% Write-Up 20%...

$300,000

$300,000

St Cloud MN Tax and Accounting Practice MN1114

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

$107,000

Cash Flow: $77,000

North Central Wyoming Tax Practice for Sale

Wyoming

This established, and steadily growing tax practice is located in a booming North Central Wyoming community with loyal, quality clients that should continue to provide referrals and opportunities for...

$295,000

$295,000

Dane DeSantis

Hallmark Business Brokers, Inc.

Serving Sarasota County, FL

At Hallmark Business Brokers, we are a different kind of Business Broker. Our goal, when working with you, is to help you through the buying or selling process. Whether this is your first time buying or selling, or you have done this many times, every transaction is different. Sometimes it can feel like the process can be overwhelming. Our agents take the time to get to know you and your goals to see if there is a fit between our company and you.

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NE of Pittsburgh PA CPA Firm for Sale

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $110,000. • Service mix includes tax (84%), accounting (12%),...

$115,000

$115,000

Cash Flow: $68,000

Northwest Oklahoma City OK CPA Practice for Sale

Oklahoma County, OK

• UPDATED INFORMATION NOW AVAILABLE! • Owner looking to sell a portion of their practice and will be available for transitional help as agreed with buyer. • 2024 revenues arounf $1.1MM! • Service mix...

$1,125,000

$1,125,000

Profitable Accounting Practice-North Shore

Cook County, IL

Great practice with over 900 1040's, 500 1120's, and 200 miscellaneous returns. $$ Gross of almost $800,000 $$. Seller putting over $325,000 in pocket easily! One full time and one part-time staff...

$999,000

$999,000

Cash Flow: $350,000

Southwest Charlotte SC Metro Accounting and Tax Practice for Sale

South Carolina

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2023 gross revenues to be around $140,000!! • Service mix includes tax (93%), accounting (6%), and other...

$185,000

$185,000

Cash Flow: $83,000

Novato CA CPA Practice for Sale

Novato, CA

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...

$800,000

$800,000

Cash Flow: $344,000

Ark-La-Tex CPA Firm

Texas

TX1043: The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable...

$1,200,000

$1,200,000

Buy or Sell a Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed326
Median Asking Price$469,500
Median Reported Revenue$412,217
Median Reported Seller's Discretionary Earnings$191,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$469,500$936,250

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$227,000$116,000
Median$412,217$191,000
Upper Quartile$840,000$350,000

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 Quartile0.991.84
Median1.242.50
Upper Quartile1.673.20
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

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

The median asking price for an established Financial Service Business is $469,500, though prices range from under $250,000 to well over $936,250.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $412,217 and owners earn a median of $191,000, 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 0.99 to 1.67, with a median of 1.24. Earning multiples range from 1.84 to 3.20, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.50 times its annual owner earnings.

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