All Locations

Financial Services Established Businesses For Sale

Showing 1,063 results sorted by
Industry Info
$2.36M Rev – Specialized RIA Staffing Platform

Dallas County, TX

This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking...

Not Disclosed

Not Disclosed

EBITDA: $375,000

Allstate Agency in Southern New Mexico

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

$650,000

Established Boutique CPA Firm with High-Net-Worth Client Focus

Florida

-Cash flow exceeding 50% on a lean, efficiently operated practice -Loyal, high-net-worth client base built entirely through referrals -Diverse industry mix including medical professionals, real estate...

$750,000

$750,000

High Desert CPA Firm for Sale

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

$415,000

Cash Flow: $181,306

Accounting Practice for Sale in Portland, Oregon

Portland, OR

Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate...

$781,000

$781,000

Cash Flow: $300,000

Accounting Practice for Sale in Houston, TX

Houston, TX

Client & Revenue Profile Accounting & Bookkeeping: Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000 Income Tax: Individuals: 360 | Avg Fee $1,200 | Total $432,000 Businesses: 82 | Avg Fee $3,000 |...

$1,200,000

$1,200,000

Cash Flow: $367,400

Virtual CAAS firm with 60% margin

Michigan

-Cash flow margins of 40-60% with owner working fewer than 400 hours annually -25%+ average annual growth driven by twice-yearly automatic fee increases and a value-billing model -Highly independent...

$3,300,000

$3,300,000

Southern California Firm Serving High-Net-Worth Clients

California

-Well-established real estate niche with a loyal, high-net-worth client base -Projected revenue of approximately $1.7M for 2025 -Personalized, high-touch service model with strong market presence...

$2,300,000

$2,300,000

Accounting Practice for Sale in Northbrook, IL

Northbrook, IL

Looking to sell/merge with a larger CPA firm/platform. No individual buyers please. Firm Established in 2010. Owner willing to stay on. 3 staff. Client Mix - Accounting 16 Monthly Clients - Avg Fee -...

$1,200,000

$1,200,000

Cash Flow: $520,000

NEW PRICE! Allstate Agency in Chapin, SC

Chapin, SC

This well-established, pro-level Allstate agency is located in one of South Carolina’s fastest growing areas, lending itself to fantastic growth potential. In addition to the $3.7M in earned premium,...

$850,000

$850,000

NW of Philadelphia CPA Practice For Sale

Pennsylvania

• Desire to transition ownership of firm to new CPA practice to facilitate current owner retirement. • Expected revenues for 2025 are $2,050,000! • A full service CPA practice that provides tax,...

$2,300,000

$2,300,000

Great Deal - DFW ATM Route - 24 ATMs $190,000

Fort Worth, TX

This great Dallas/Fort Worth based portfolio currently operates 24 ATMs machines around DFW. The portfolio in 2025 has averaged $7,100/mo in Mixed Profit. - The 14 Owned & Loaded ATMs are owned by the...

$190,000

$190,000

Cash Flow: $85,188

Bail Bond Business In Downtown Houston - Est 37 yrs

Houston, TX

Rare that an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$150,000

$150,000

Successful Insurance Agency For Sale

$650,000 - Coventry, RI

$650,000

Coventry, RI

Insurance and Accounting Firm with Book of Business | 20-Years

Dallas County, TX

This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The...

$440,000

$440,000

Cash Flow: $200,000

Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre

Quebec

Type d’acheteur recherché : Individu ou cabinet non-CPA . Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une...

$895,000

$895,000

Cash Flow: $314,058

Bill Gunville

Gunville & Co.

Serving Plymouth County, MA

Business Sales | Mergers & Acquisitions in New England Since 1992

Contact Me >

Contact me
Established La Crosse County CPA Practice For Sale

La Crosse County, WI

Practice Details: Retiring owner are seeking a qualified Buyer for this profitable CPA practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended...

$200,000

$200,000

600k SDE Medical Billing company, Specialty Behavior Health Growing!

Ohio

well-established medical billing and management company based in Ohio. The company provides comprehensive billing, coding, and practice management solutions to healthcare providers. With nearly three...

$2,900,000

$2,900,000

Cash Flow: $600,000

York County CPA Practice For Sale

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $470,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

$515,000

Allstate Agency in Southern Texas

Texas

This highly successful, $6.97M, bonus earning, Elite-Level Allstate agency is ready for a new owner! This agency comes well-staffed and has a long standing customer base of close to 36 years. Great...

$1,900,000

$1,900,000

Highly Profitable Check Cashing and Food Market

Hillsborough County, NH

40+ Years in Business! Prime Location! Long-established Latin American grocery and convenience store in a downtown area. Owner with reliable staff in place; the current owner only manages finances and...

$825,000

$825,000

Cash Flow: $319,580

Central Arkansas Client List

Arkansas

AR1175: This central Arkansas client list (partial sale) could be a great start for someone looking to become their own boss or a nice addition to an existing firm. Practice includes a good number of...

$213,000

$213,000

Scalable Ag Media & Grain Market Subscription Business #1980

Listing Price: Market Value Location: Remote This remotely operated agricultural media and consulting firm is a premier provider of actionable market intelligence and strategic insights for farmers,...

Not Disclosed

Not Disclosed

Cash Flow: $981,652

Utah-Based CPA Peer Review Practice

Utah

This trusted and well-regarded CPA Peer Review Practice for sale in Utah has cultivated a loyal, repeat client base of firms, primarily within the Utah, Montana, Idaho, Wyoming, and Nevada area. The...

$100,000

$100,000

Jackson Hewitt Franchise

$289,900 - Cedar Rapids, IA

$289,900

Cedar Rapids, IA

Reasonably Relocatable CPA Firm in Affluent Detroit Suburb

Oakland County, MI

Well-Established CPA Practice for Sale – Northwest Detroit Suburb Grossing $264,196 | Pre-Qualified for 90–100% Financing | Retirement Minded This is a well-established CPA practice located in a...

$317,035

$317,035

Accounting Practice for Sale in Northern Virginia

Sterling, VA

Established in 1989. Retirement minded owner. 25% Accounting. 75% Income Tax & Other Serve small to medium sized businesses and a few stand alone individual tax clients....

$617,500

$617,500

Cash Flow: $240,000

Accounting & Tax Firm for Sale in Las Vegas

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

$765,000

$765,000

Cash Flow: $300,000

5+ Y/O Online Trading Education Platform

Singapore

Business Start Date: 2020 Business Location: Singapore Business Valuation: $4,590,000 USD Employee Number (Inc. Owners): 3 Business Model: Online education and mentorship (courses, subscriptions,...

$4,590,000

$4,590,000

Cash Flow: $672,225

Eastern Idaho Semi-Virtual CPA Practice for Sale

Idaho

This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into...

$330,000

$330,000

Well-Established EA Firm Located in SE Michigan

Jackson County, MI

Well-Established EA Practice for Sale – South Central Michigan Grossing $323,844 | Up to 90% Financing Available | Retirement Sale This is a well-established Enrolled Agent practice located in South...

$323,844

$323,844

$700,000 Rev. Union County, NJ Pro

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Not Disclosed

Cash Flow: $448,502

CPA Practice for Sale NE Hartford, CT Area $400,000 Revenue

Connecticut

CPA Practice for Sale NE Hartford, CT Area $400,000 Revenue Overview ABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire...

Not Disclosed

Not Disclosed

Cash Flow: $216,334

Accounting Practice for Sale in MA

East Longmeadow, MA

Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual...

$375,000

$375,000

Cash Flow: $167,000

South Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $400,000! • Year-round service mix includes tax (63%),...

$450,000

$450,000

Jackson Hewitt Franchise - Tax Preparation

$607,000 - Waterloo, IA

$607,000

Waterloo, IA

East Valley AZ CPA Practice for Sale

Maricopa County, AZ

• The owner is a CPA • Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area • Software in use includes Pro Series, Accounting XPert, QuickBooks • Approximately...

$620,000

$620,000

Cash Flow: $187,000

$1.2M CPA Practice near Des Moines IA Listing IA2427

Polk County, IA

Listing Number: IA2427 Geographic Location: Story County, IA, 30 minutes north of Des Moines Here's your chance to own a high-quality CPA practice. Buying has never been easier. A flexible seller and...

$1,250,000

$1,250,000

Tax & Bookkeeping Practice for Sale Orange County

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

$240,000

Cash Flow: $99,688

Reasonably Relocatable Tax & Accounting Practice In Tippecanoe County

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

$136,109

Ann Arbor – Lansing Corridor Accounting, Audit, & Tax Practice

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

$1,950,000

High Margin | 57 Location ATM Route | BC

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed

Not Disclosed

EBITDA: $128,000

Little Rock CPA Firm

Little Rock, AR

THE OPPORTUNITY This well-established Little Rock CPA firm is on the market as the current owners prepare for retirement. Boasting a healthy fee structure and a diverse base of business clients, the...

$575,000

$575,000

Fort Smith Area Tax & Accounting Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $190,000! • Sevice mix includes...

$225,000

$225,000

Micael Machado

Compass

Serving Miami-Dade County, FL

Compass is building the first modern real estate platform, pairing the industry’s top talent with technology to make the search and sell experience intelligent and seamless.

Contact Me >

Contact me
Yuma AZ CPA Practice for Sale

Yuma County, AZ

• The owner is a CPA and prefers the buyer to be a CPA located in the Yuma area or maintain an office in Yuma during tax season • This practice was established in 1981 • Tremendous growth potential...

$225,000

$225,000

Cash Flow: $155,000

Silverton, OR CPA Practice for Sale

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes Lacerte and QuickBooks • Approximately $17,800 in annual revenue, via bookkeeping (12 clients) • Approximately...

$1,000,000

$1,000,000

Cash Flow: $519,942

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

Executive Franchise Opportunity – Business Brokerage | Portland, OR

Portland, OR

Step into a proven business brokerage franchise and play a vital role in helping business owners successfully transition out of their companies. This exclusive Portland territory is part of a...

$59,000

$59,000

Consulting & Advisory Franchise – Business Brokerage – Connecticut

Connecticut

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

$59,000

$59,000

Established Business Brokerage Franchise Opportunity – So. California

San Diego County, CA

Ideal for a seasoned entrepreneur or executive, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of Southern California’s most...

$59,000

$59,000

Established Business Brokerage Franchise Opportunity – Houston, TX

Houston, TX

Step into a high-demand professional services business backed by a nationally recognized franchise with decades of experience, proven operating systems, and world-class training. This opportunity...

$54,000

$54,000

Executive Franchise Opportunity – Business Brokerage | Northern VA

Virginia

Designed for experienced entrepreneurs and executives, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of the most desirable...

$59,000

$59,000

Established Business Brokerage Franchise Opportunity - Philadelphia

Philadelphia, PA

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the Greater Philadelphia market. Backed by a nationally...

$59,000

$59,000

Central Ohio - NE of Columbus Practice for Sale

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

$675,000

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 Analyzed385
Asking Price$550,000
Reported Revenue$482,500
Reported Seller's Discretionary Earnings$221,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$275,000$550,000$1,000,000

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$254,068$127,000
Median$482,500$221,000
Upper Quartile$925,074$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 Quartile1.041.92
Median1.242.51
Upper Quartile1.593.43

FAQ's

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

The median asking price for an established Financial Service Business is $550,000, though prices range from under $275,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $482,500 and owners earn a median of $221,000, 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 1.04 to 1.59, with a median of 1.24. Earning multiples range from 1.92 to 3.43, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.51 times its annual owner earnings.

More for Business Owners

Create an Owner AccountSell Your BusinessFind a Business BrokerLearn About Selling a Business

More for Business Buyers

Create a Buyer AccountLearn About Buying BusinessesGet BizBuySell Edge