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Financial Services Established Businesses For Sale

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Industry Info
$600,000 (Rev) Eastern Bucks County, PA Tax & Accounting Firm for Sale

Newtown

Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell &...

$775,000

$775,000

Cash Flow: $369,731

Profitable Turnkey Check Cashing Store- Lackawanna County PA

Lackawanna County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$295,000

$295,000

Cash Flow: $133,472

Successful Turnkey Check Cashing Store - Heart of Delco PA

Delaware County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location in a highly populated neighborhood. The staff is reliable and has experience in...

$395,000

$395,000

Cash Flow: $249,379

Turnkey Lucrative Check Cashing Store- New Castle County Delaware

New Castle County, DE

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$495,000

$495,000

Cash Flow: $287,756

Havre, MT CPA Practice

Havre, MT

This well-established CPA Tax & Accounting Practice for sale in Havre, MT has annual gross revenues of approximately $350,000. The practice caters to a loyal, long-term client base and has earned an...

$350,000

$350,000

Well Established East TN Bookkeeping/Tax Prep Practice

Knoxville, TN

This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the...

$100,000

$100,000

Cash Flow: $52,067

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 Gastonia, NC

Gastonia, NC

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

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

Farmers Insurance Agency For Sale

$225,000 - Las Vegas, NV

$225,000

Las Vegas, NV

$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 Excellent opportunity for a CPA or established firm seeking a profitable practice with recurring revenue, an experienced transition partner, and...

$600,000

$600,000

Cash Flow: $250,000

Ben Strake

Premier Business Brokers

Serving St. Louis County, MO

About Us Premier Business Brokers & Business Acquisitions Ltd are full-service business transaction firms specializing in the confidential process of buying and selling privately held companies. Every business is unique, and every business owner has distinct objectives. We specialize in understanding those many variables and in knowing how to address them most effectively. The result of our approach is client satisfaction through a long list of successful business transactions. Our combined firms utilizes a collection of proprietary and third-party tested resources. The outcome is a pass-through benefit to every client we encounter. Our offices are based in St. Louis, Missouri & Denver Colorado.

Contact Me >

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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

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

British Columbia

-Owner working fewer than 2,000 hours annually with cash flow around 40% -Long-tenured client base built on personalized, concierge-style service -Experienced, client-facing staff with capacity to...

$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

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,...

$1,250,000

$1,250,000

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

Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income

$348,000 - Walnut Creek, CA

$348,000

Walnut Creek, CA

$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

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

EA Practice South of Portland in Clackamas County, Oregon

Clackamas County, OR

This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional...

$1,595,000

$1,595,000

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

Walk Into Opportunity, Not a Blank Page

$226,500 - Solano County, CA

$226,500

Solano County, CA

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

-Over 35% annual revenue growth with strong new client pipeline already secured for 2026 -90%+ of revenue from recurring bookkeeping and compilation services -2026 cash flow projected to exceed 35%...

$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

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

-Owner working fewer than 2,000 hours annually with cash flow around 40% -Long-tenured client base built on personalized, concierge-style service -Experienced, client-facing staff with capacity to...

$400,000

$400,000

Tim Salmonsen

Keller Williams Realty

Serving Benton County, AR

The Salmonsen Group Realtors Team consists of 8 members specializing in commercial sales & leasing, residential properties and land. We are part of KW Commerecial and Keller Williams Market Pro Realty. The owner and team lead, Tim Salmonsen, his son Ben, and team of dedicated professionals that work hard help make the Salmonsen Group Realtors Team the #1 Commercial Team in NWA. Tim is active in many non-profit organizations and fundraisers that support local causes and charities. Tim Salmonsen, his family and team are passionate about real estate and you reaching your real estate goals! Keller Williams Market Pro Realty Mission Statement: Our philosophy is simple: clients come first. We pledge to be in constant communication with our clients, keeping them fully informed throughout the entire buying or selling process. We believe that if you’re not left with an amazing experience, we haven’t done our job. We don’t measure success through achievements or awards, but through the satisfaction of our clients.

Contact Me >

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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

Well established credit Card processing portfolio for sale. Easy to ru

$200,000 - Los Angeles, CA

$200,000

Los Angeles, CA

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

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

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

Florida

-Cash flow exceeding 50% in 2025 -Owner working approximately 1,200 hours annually with a self-sufficient, empowered team -Specialized niche in audit and review services with minimal competition and...

$1,450,000

$1,450,000

Loyal Clients and High Average Fee CPA Firm for Sale in DC Metro

Maryland

-Premium fee structure: personal tax returns averaging $3,722 and business returns averaging $7,500 -Loyal client base with many relationships spanning decades -Tenured, credentialed team with a...

$1,200,000

$1,200,000

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

Georgia

-30+ years serving a loyal base of high-net-worth clients with strong retention -Consistent annual fee increases driving reliable, predictable revenue growth -Qualified, self-motivated team operating...

$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

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.

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