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Financial Services Established Businesses For Sale

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Growing NJ NY Merchant Processing Portfolio - $3,599,000.00

Jersey City, NJ

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,599,000

$3,599,000

EBITDA: $720,000

Amazing NY Merchant Portfolio - $3,600,0000 for $725,000 Net Income

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

$3,600,000

Cash Flow: $725,000

$485,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Not Disclosed

Cash Flow: $165,605

Allstate Agency in Southwest Central NC

North Carolina

This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...

$749,000

$749,000

Halifax, Nova Scotia, Tax and Small Bookkeeping Practice for Sale

Nova Scotia

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service. Key Highlights:...

$495,000

$495,000

Tenured Allstate agency with high growth potential

Spartanburg, SC

This established Allstate insurance agency presents an exceptional acquisition opportunity in the thriving Spartanburg market. The agency has demonstrated consistent operational excellence with $3.6...

$575,000

$575,000

Thriving CPA Firm with Stellar Cash Flow!

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

$1,395,000

South Central Kansas CPA Firm

Kansas

THE OPPORTUNITY Located in the heart of Central Southern Kansas, this well-established CPA firm is known for its professional integrity and deep-rooted client loyalty. With a solid fee structure and a...

$500,000

$500,000

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

$1,100,000

Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years

Carson, CA

This established Allstate insurance agency presents a strategic acquisition opportunity in Carson, California, serving the greater Los Angeles County market. The agency has maintained continuous...

$550,000

$550,000

Cash Flow: $318,000

$260,000 Revenue – NE Kingdom of Vermont Tax Practice for Sale

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Not Disclosed

Not Disclosed

Cash Flow: $149,481

Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

$625,000

Cash Flow: $332,000

Well-Established and Profitable Tax & Accounting Practice for Sale

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Not Disclosed

Not Disclosed

Cash Flow: $294,317

Farmers Insurance Agency for Sale

Albuquerque, NM

Albuquerque, NM

CPA Firm for Sale with Low Owner Hours and Strong Cash Flow

British Columbia

-40% cash flow to owner -<1,600 owner hours annually with flexible schedule -Experienced staff with capacity for growth -Creston, BC location - 90 minutes from Sandpoint, Idaho -Diverse client base...

$400,000

$400,000

Montérégie-Est Cabinet de CPA à vendre

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$395,000

$395,000

Cash Flow: $219,400

David Greeley

Transworld Business Advisors of Lake Lanier

Serving Hall County, GA

In today's economy, there are more people looking to buy and sell businesses than ever before. 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 broker 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 Business Advisors of Lake Lanier are skilled professionals committed to community business success. Call us at 770-225-2910 for free guidance and advise. Our success is driven by our clients successful transitions.

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South of Metro CPA Firm – $1,000,000 + Revenue

Minnesota

Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services,...

$1,300,000

$1,300,000

Cash Flow: $427,599

Established thriving accounting business

Norfolk County, MA

Established CPA practice has existed for forty years with a loyal client base and a strong reputation in the community. Retiring practitioner will provide consulting for smooth transition....

Not Disclosed

Not Disclosed

Cash Flow: $150,000

NEW PRICE! Allstate Agency in Douglasville, GA

Douglasville, GA

Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...

$1,375,000

$1,375,000

CPA Firm For Sale - Peoria, IL Area

Peoria, IL

Well-Established CPA Firm for Sale – Peoria, Illinois Area Grossing $436,122 | Pre-Qualified for 90%–100% Financing | Retirement Sale This is a well-established CPA practice located in the Peoria,...

$436,122

$436,122

Profitable CPA Firm for Sale – High-Margin, Semi-Cloud-Based Practice

Michigan

Highly Profitable CPA Practice for Sale – Southeast Michigan Grossing $524,353 | 60%+ SDE | Pre-Qualified for 90–100% Financing | Relocation Sale This is a well-established and highly profitable CPA...

$576,788

$576,788

Cash Flow: $309,584

Allstate Agency in Southern Oregon

Grants Pass, OR

This established agency features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an impressive 84% retention rate, supported by a 34%...

$799,000

$799,000

Cash Flow: $269,641

$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

Established Farmers Insurance Agency for Sale

$525,000 - Marysville, CA

$525,000

Marysville, CA

Cobb County Tax & Accounting Practice For Sake

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

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

Priced to Sell Quickly!!! 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...

$504,000

$504,000

SE Kansas Tax & Accounting Practice For Sale

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues anticipated to increase to $265,000! • Service mix includes tax (82%), accounting/payroll...

$275,000

$275,000

Fully Virtual CPA Firm with Strong Recurring Revenue!

British Columbia

More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staff Established in 2016, this fast-growing, fully virtual CPA firm specializes in serving...

$1,250,000

$1,250,000

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

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

$14,995 - Palm Springs, CA

$14,995

Palm Springs, CA

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

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

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

-40% cash flow to owner -<1,600 owner hours annually with flexible schedule -Experienced staff with capacity for growth -Creston, BC location - 90 minutes from Sandpoint, Idaho -Diverse client base...

$400,000

$400,000

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

Sam Gladstein

ERA Brokers Consolidated - Gladstein Group

Serving Clark County, NV

The Gladstein Group is committed to providing exceptional boutique commercial real estate services across all service offerings and commercial property types including office, industrial, retail, multi-family and mixed-use. Whether you are looking to acquire, sell, lease or develop commercial property, the Gladstein Group can provide professional guidance, market knowledge and customized personal service to help find the best solutions for your commercial real estate needs. We are a local firm, with national and international reach. We bring results by leveraging our local, personal contacts coupled with technology to achieve the reach and scale of our competitors. Through our strategic relationships with well-respected investment, mortgage, and merchant banking firms, we can assist clients in identifying sources for both equity and debt project capital for land acquisition, ground-up and value-added construction, as well as recapitalization. At the Gladstein Group, we see each commercial real estate engagement as an opportunity to enhance the community, enrich our clients and grow our reputation for personalized and knowledgeable service. No matter the size of the transaction, we strive to help our clients reach their goals. At the helm of the Gladstein Group’s commercial division is Sam Gladstein. Throughout the Las Vegas commercial real estate arena, Gladstein is recognized for his many accomplishments including his integral role in the successful development of the $5 billion Symphony Park, which is home to the city’s most important civic, cultural and medical facilities.

Contact Me >

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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

Medford, OR EA Practice for Sale

Jackson County, OR

Motivated Seller - Price and Guarantees Available • The owner is an EA • This practice was established in 1970 • Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome,...

$300,000

$300,000

Cash Flow: $255,000

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

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

$5,000,000

Palm Beach County, FL

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

Florida

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic...

$1,450,000

$1,450,000

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

Georgia

• $828,120 revenue (2025) with $266,000 cash flow to owner • 30+ years serving the community • High-net-worth client base with strong retention • Qualified, self-motivated team in place • Owner...

$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

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....

$460,000

$460,000

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

-2025 Projection is on track for $1,000,000 -VAT Management services average around $13,000 -30% of clients are over $20M in revenue and another 30% are over $10M. Several are multibillion dollar...

$950,000

$950,000

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 Analyzed367
Asking Price$500,000
Reported Revenue$412,217
Reported Seller's Discretionary Earnings$201,564
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$500,000$981,690

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$236,000$120,000
Median$412,217$201,564
Upper Quartile$840,000$343,775

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 Quartile1.001.86
Median1.252.44
Upper Quartile1.663.33

FAQ's

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

The median asking price for an established Financial Service Business is $500,000, though prices range from under $250,000 to well over $981,690.

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 $201,564, 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 1.00 to 1.66, with a median of 1.25. Earning multiples range from 1.86 to 3.33, with the median at 2.44. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.44 times its annual owner earnings.

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