All Locations

Financial Services Established Businesses For Sale

Showing 1,129 results sorted by
Industry Info
50+ year Allstate Agency in Northern Illinois

Boone County, IL

This well-established Northern Illinois agency brings over 50 years of history and a strong reputation within its market. The agency generates $9,274,657 in written premium across 4,655 policies in...

$1,700,000

$1,700,000

Bakersfield Region 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 Property Tax Audit Firm (Non-Attest) - Knoxville $375k Rev

Knoxville, TN

****SALE PENDING**** This firm offers an exceptional work-life balance with a standard 32-hour workweek and consistent three-day weekends (no Mondays). There is strong growth potential, and the owner...

$500,000

$500,000

Cash Flow: $202,100

Captive Allstate Agency for Sale – Spokane, WA

Spokane County, WA

An exceptional opportunity to acquire a well-established Allstate agency in Spokane, Washington. Whether you're an existing Allstate agent looking to expand via merger or satellite office, or an...

$1,000,000

$1,000,000

Digital Gift Card Marketplace and Prepaid Product Platform

The Company operates a digital marketplace for merchant-branded gift cards and prepaid products. Through a scalable, asset-light technology platform, the business aggregates supply from multiple...

Not Disclosed

Not Disclosed

EBITDA: $3,393,000

Established Provider of Currency Management Solutions

Bexar County, TX

The company specializes in the sale and service of advanced cash-counting systems designed to enhance the efficiency of financial operations. Its product portfolio includes self-service coin counters...

$180,000

$180,000

Cash Flow: $136,000

Allstate Agency in the Finger Lakes region of New York

Monroe County, NY

This Allstate agency, located in the Finger Lakes region of New York, offers a rare opportunity to acquire a high-volume, established book of business with strong retention and significant growth...

$1,050,000

$1,050,000

Allstate Agency in Upstate New York

Monroe County, NY

This upstate New York insurance agency presents an excellent opportunity for a buyer seeking a solid book of business with strong retention and room to scale. Priced at $499K, the agency generates...

$499,000

$499,000

Allstate Agency in Western New York

Monroe County, NY

Located in Western New York, this established insurance agency presents a strong opportunity for growth with $3,050,577 in written premium plus an additional $172,226 through Ivantage. The agency...

$550,000

$550,000

Orland Park, IL Tax and Accounting Practice for Sale

Orland Park, IL

This well-established practice has a strong reputation within the community, and this is particularly shown forth in the loyal, long-standing client base. They maintain a desirable, more dispersed...

$645,000

$645,000

Merchant Processing / Service Provider for Sale

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

$4,050,000

Cash Flow: $412,800

Austin CPA Firm

Austin, TX

THE OPPORTUNITY This Austin CPA firm is a high-quality, well-established firm located in a prime area, serving a diverse portfolio that includes the construction, restaurant, and service industries....

$1,050,000

$1,050,000

Scalable Tax Preparation and Consulting Platform | Multi-Brand

A streamlined tax preparation and consulting platform with a proven operating model and nationwide reach. Established in 2016 with roots dating back to 2014, the business has been built for...

$7,000,000

$7,000,000

Cash Flow: $800,000

275-Unit ATM Route With Contract-Controlled Cash Flow.

$1,400,000 - San Francisco County, CA

$1,400,000

San Francisco County, CA

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of...

$714,000

$714,000

A Proven Property and Casualty Insurance Agency in Heart of New York

Queens, NY

HS Listing ID-70196 Financial Overview • Total Revenue: ~$312,500 • Commission Revenue: ~$282,500 • Agency Bill & Broker Fees: ~$30,000 • Written Premium: ~$2.64M • 1,400+ active policies • Personal...

$850,000

$850,000

Joe Liang

GA Business Brokers, Inc

Serving Gwinnett County, GA

Contact Me >

Contact me
Accounting Practice for Sale in Kansas City

Kansas City, MO

ESTABLISHED CPA-LED ACCOUNTING AND ADVISORY PRACTICE This well-established accounting firm operates under CPA leadership, serving small business clients with comprehensive financial guidance and...

$1,200,000

$1,200,000

YouTube Insurance Lead | 38K Subscribers | 2300 Organic Leads

Tampa, FL

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established...

$530,000

$530,000

Cash Flow: $177,383

Tri-Cities Area CPA Practice

Elizabethton, TN

• The owner is a CPA • This practice was established in 1992 • Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks • Approximately $40,000 in annual revenue, via...

$200,000

$200,000

Allstate Agency in Odessa, Texas

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000

$1,400,000

Allstate Agency in the Midland, Texas Area

Midland, TX

This established book of business is located in the Midland, Texas area and includes 1,758 policies in force and generates $6,116,215 in written premium with $513,868.57 in annual revenue. The...

$1,000,000

$1,000,000

22 year Allstate Agency in the Cincinnati, Ohio area

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,563 policies and an impressive 90.97% retention rate, reflecting long-term client relationships and consistent service. The seller is...

$1,700,000

$1,700,000

Nationally Recognized Philanthropy Advisory Firm

Forsyth County, NC

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm...

$97,500

$97,500

Established Real Estate Settlement & Title services Company

REAL ESTATE INCLUDED

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

$2,100,000

EBITDA: $387,219

REAL ESTATE INCLUDED

Florida ATM Business Producing - $475K in Annual Cash Flow

$1,665,000 - Duval County, FL

$1,665,000

Duval County, FL

$300K (Revenue) Naples, Florida – CPA Tax Practice For Sale

Naples, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help...

Not Disclosed

Not Disclosed

Cash Flow: $242,452

Professional Accounting and Tax Advisory Firm

Lake Worth, FL

This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals,...

$900,000

$900,000

Cash Flow: $204,000

The Back Office Law Firms Rely On—Without the Overhead

Austin, TX

This is a rare opportunity to acquire a remote legal services and paralegal platform that has become a trusted extension of law firms across multiple practice areas. Built for attorneys who value...

$581,000

$581,000

Cash Flow: $191,942

Northeast Albuquerque (Uptown Area), NM CPA Practice for Sale

Albuquerque, NM

Desirably located in the Uptown area of Albuquerque, NM this highly reputable and well-established CPA practice produces annual gross revenue of approximately $419,000. The practice serves a stable,...

$482,000

$482,000

Cash Flow: $275,000

Low-Risk, High-Retention Allstate Book for Sale!

Burlington, VT

Why build from scratch when you can acquire a turnkey wealth-building machine? This PRO-achievement Allstate agency in Chittenden County, VT, offers an established, highly profitable footprint with...

$598,000

$598,000

Strategic Acquisition: National Consulting Platform

Minnesota

Expand Your Firm’s Reach with a Turnkey Strategic Execution Engine An exceptional opportunity is available to acquire a high-performing, national management consulting firm designed for seamless...

$2,500,000

$2,500,000

Cash Flow: $892,464

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$400,000

$400,000

Cash Flow: $109,376

Premier Virtual CFO & FP&A Firm For Sale

British Columbia

-100% value-based subscription pricing model generating fully predictable monthly recurring revenue -Cash flow improved by over 30% in the past 24 months through disciplined operational focus...

$3,800,000

$3,800,000

Portland CPA Practice

Portland, OR

• The owner is a CPA • This practice was established in 1989 • Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with...

$400,000

$400,000

Cash Flow: $197,800

Established B2B With Strong Deal Flow | High Growth &Recurring Revenue

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

$125,000

Alaska's Premier Allstate Elite Agency – $16.8M Book for Sale

$3,700,000 - Anchorage, AK

$3,700,000

Anchorage, AK

Anderson County CPA Practice

Clinton, TN

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake, QuickBooks, and MS Office • Approximately $24,000 in annual revenue, via bookkeeping (12 clients) •...

$300,000

$300,000

Cash Flow: $190,000

Wilmington, NC CPA Firm For Sale- Fully Staffed, Loyal Team

North Carolina

-Fully staffed with long-tenured professionals deeply committed to client success -Value billing model with fees collected at time of service and minimal accounts receivable -Revenue projected at...

$1,100,000

$1,100,000

Allstate Agency in the Boston, MA Area

Boston, MA

Established Allstate agency in the Boston, MA area with a strong 12-year book of business. The agency generates $5,863,859 in premium with 76% retention. Producing $528,244 in revenue and $299,000 in...

$1,000,000

$1,000,000

Accounting & Tax Preparation business for sale in Florida

Sarasota, FL

Established Accounting and Tax Preparation Practice for sale in Sarasota, Florida. This well-established accounting and tax preparation firm operates as a home-based practice serving clients...

$110,000

$110,000

Cash Flow: $80,004

Springfield Area CPA Firm

Missouri

MO1170: THE OPPORTUNITY This well-established CPA firm in the Springfield area is an ideal acquisition for a CPA or EA looking for a turnkey operation with a modern edge. Whether you are looking to...

$1,055,000

$1,055,000

Palatine, IL CPA Practice Clients for Sale

Palatine, IL

As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an...

$385,000

$385,000

Established Accounting and Tax Services Firm | Multicultural Clients

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

$600,000

$600,000

Cash Flow: $230,000

Central Gilmer County Tax Practice For Sale

Georgia

• Seller semi-retiring to other career. Available to assist buyer with transition as agreed after closing. • Meetings can be requested in portal and scheduled with owner after busy season. • 2026...

$175,000

$175,000

Missy Lewie

Mainstream Realty Pros

Serving Franklin County, OH

Mainstream Realty Pros – Your Trusted Real Estate Experts At Mainstream Realty Pros, we are dedicated to providing top-tier real estate services with professionalism, integrity, and a client-first approach. Whether you’re buying, selling, or investing in residential or commercial properties, our experienced team is committed to delivering expert guidance, innovative marketing strategies, and seamless transactions. With a deep understanding of local markets and a passion for helping clients achieve their goals, Mainstream Realty Pros stands out for personalized service, strong negotiation skills, and a results-driven mindset. From first-time homebuyers to seasoned investors and business owners, we ensure every step of the process is handled with care and efficiency. Trust Mainstream Realty Pros to make your next real estate move a success!

Contact Me >

Contact me
Established CPA Firm Serving Southern VT & Northern MA

Vermont

-15+ tenured and loyal staff with deep institutional knowledge -Full-service practice: tax compliance, audit and assurance, and estate and trust work -Loyal client base spanning individuals,...

$3,200,000

$3,200,000

CPA Firm with a Strong Reputation and Exceptional Team

South Carolina

-One CPA partner willing to stay on to run daily operations -Nearly 100% paperless with efficient, scalable systems -Annual fee increases already in place providing predictable revenue growth -Young,...

$1,150,000

$1,150,000

Ready for Something Bigger Than a Starter ATM Portfolio?

$979,000 - Alameda County, CA

$979,000

Alameda County, CA

Accounting

Monroeville, PA

Established Accounting & Tax Practice - Monroeville, area great location This well-established accounting firm has maintained continuous operations for 15 years, serving a diverse clientele of...

$599,000

$599,000

Cash Flow: $175,000

$280,000 Revenue – New Orleans, LA Area CPA Practice for Sale

Louisiana

Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help...

Not Disclosed

Not Disclosed

Cash Flow: $123,619

Santa Fe, NM CPA Practice for Sale

Santa Fe, NM

This well-established CPA practice is located in Santa Fe, NM and generates approximately $174,000 in annual gross revenue. The firm has been providing high-quality tax and accounting services to...

$174,000

$174,000

Cash Flow: $107,325

Respected CPA Firm with Strong Cash Flow and Growth Potential

North Carolina

-Tenured team with most staff having been with the firm for over a decade -Cash flow exceeding 40% -60+ years of established community reputation -Owners willing to remain on a part-time basis to...

$2,400,000

$2,400,000

Central Ontario Compilation, Bookkeeping, Accounting and Tax Practice

Ontario

Practice for Sale – Established Tax and Accounting Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$175,000

$175,000

Cash Flow: $79,281

Allstate Agency in the Plano, Texas area

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000

$550,000

Kailua, HI CPA Practice for Sale

Kailua, HI

This well-established, profitable CPA practice for sale in the affluent and in-demand Kailua/Kaneohe area in Hawaii is composed predominately of tax services with strong fees. It also has a nice base...

$165,000

$165,000

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 Analyzed403
Asking Price$563,750
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$218,167
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$260,000$132,875
Median$485,000$218,167
Upper Quartile$940,000$379,074

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 Quartile1.553.44

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 $485,000 and owners earn a median of $218,167, 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 3.44, 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.

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