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Financial Services Established Businesses For Sale

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Acton-Boxborough, MA Area CPA Tax Practice for Sale

Middlesex County, MA

This new CPA tax practice for sale in the Acton-Boxborough, Massachusetts area generates annual gross revenue of approximately $194,000! Fees for business clients and partnerships are strong,...

$245,000

$245,000

CPA Practice for Sale – Naperville, IL - $250,000 Revenue

DuPage County, IL

CPA Practice for Sale – Naperville, IL - $250,000 Revenue Overview ABA Advisors represents this CPA practice located in Naperville, IL. The owner wishes to sell the firm but is willing to remain on...

Not Disclosed

Not Disclosed

Cash Flow: $95,899

Growing Independent Insurance Agency | $1.1M+ Written Premium

Pembroke Pines, FL

Established independent insurance agency located in South Florida offering a diversified book of personal and commercial insurance business. The agency generated approximately $223,000 in 2025 gross...

$450,000

$450,000

Cash Flow: $135,000

Asheville CPA Practice For Sale

Buncombe County, NC

• Owner is retiring and is available to assist with a transition, as mutually agreed, to help maximize client retention. • Gross revenue for 2026 estimated around $475,000! • Revenues comprised of...

$550,000

$550,000

Stoughton, MA CPA Practice for Sale

Norfolk County, MA

This CPA practice, located in Stoughton, MA, generates approximately $450,000 in annual gross revenues from a loyal base of clients. With approximately 60% of revenue generated from sought after...

$495,000

$495,000

Hybrid CPA Firm With Low Owner Hours and 50%+ Cash Flow

British Columbia

-Cash flow to owner exceeding 50%, with owner hours at less than 1,000 annually -Loyal, multi-generation client base built over many years, with no single client exceeding 5% of revenue -Client-facing...

$655,000

$655,000

Allstate Agency in Ann Arbor, MI

Ann Arbor, MI

**UP TO 50% SELLERS NOTE** This high-performing Ann Arbor Allstate agency offers a rare opportunity to acquire a well-established book of business. The agency generates more than $480,000 in annual...

$699,000

$699,000

Houston Northwest Tax and Accounting Practice (53% Accounting)

Houston, TX

Highlights: The practice enjoys a collaborative relationship with a wealth management firm and clients are mutually referred. An ideal buyer would continue this formal relationship and would have a...

$1,950,000

$1,950,000

Cash Flow: $456,000

High Profit Chicago North Shore Area Tax and Accounting Practice

Lake County, IL

Highlights: • Seller’s Discretionary Earnings of $723,000 (76% of Revenue) • Exceptionally high-profit practice • Located in an affluent area with high-net-worth clients • Strong average fees •...

$1,450,000

$1,450,000

Cash Flow: $723,000

Overland Park CPA Firm

Overland Park, KS

THE OPPORTUNITY An exceptional opportunity to acquire a highly respected, turnkey CPA firm located in the desirable Overland Park community. Known for its premier reputation and deeply loyal,...

$1,800,000

$1,800,000

Northern VA VIRTUAL Tax Practice (CPA Owned) For Sale

Norfolk City County, VA

• VIRTUAL PRACTICE with clients primarily located in Northern Virginia. • Owner is retiring and is available to assist through the first tax season to help ensure a smooth client transition. • Yearly...

$80,000

$80,000

Pelham, AL CPA Practice for Sale

Shelby County, AL

• The owner is a CPA • This practice was established in 2002 • Software in use includes Drake, QuickBooks, Sage 50 • Approximately $30,000 in annual revenue, via compilations (13 clients) •...

$450,000

$450,000

Cash Flow: $189,700

Highly Profitable CPA Tax Practice Located in Popular SW Chicago Burb

Cook County, IL

Grossing $372,203 | Up to 90% Bank & Seller Financing Available | No Fee to Register as a Buyer This well-established CPA practice in a Southwest Chicago suburb offers a strong, diversified revenue...

Not Disclosed

Not Disclosed

Cash Flow: $162,531

High-Income Potential Business Brokerage – Exclusive Territory

$91,000 - Santa Cruz County, CA

$91,000

Santa Cruz County, CA

Judah Dishington

United Franchise Group

Alberta CPA Firm With Steady Growth and Strong Staff Retention

Alberta

-Deep-rooted client base with strong ties to specialized niche -Consistent, referral-driven growth with a steadily expanding corporate roster -Revenue growing consistently, with 2026 projected in...

$1,475,000

$1,475,000

CPA Tax Practice Grossing $465k For Sale In Louisville, KY

Louisville, KY

Established CPA practice serving the Louisville metro area, with steady, low-turnover clients and strong growth potential for the right buyer. This practice has built a loyal client base across...

$465,796

$465,796

Charles Leduc

RoseBay International, Inc.

Serving Sarasota County, FL

As a Commercial and Business Agent at RoseBay International Realty, Inc., I help clients buy or sell their dream businesses in the restaurant industry. With over 20 years of experience in this role and 30 years of owning and operating various restaurants and businesses in the US and the Caribbean, I have a wealth of knowledge and expertise in every aspect of the business transaction process, from operations and design to branding and marketing. I am passionate about delivering exceptional service and value to my clients, whether they are seeking retirement, expansion, or a new venture. I understand the challenges and opportunities in the restaurant industry and I know how to ask the right questions and consider the right details to ensure a smooth and successful transition. I am a trusted partner and an asset to every business transaction, and I treat every deal as if it was my own.

Contact Me >

Contact me
Tax Preparation Book of Business | Lancaster County, PA

Lancaster County, PA

This is a unique opportunity to acquire an established tax preparation practice built over 25 years of trusted client relationships and referrals. Operating independently for the past 10 years, the...

$44,900

$44,900

$3.6 million Gross Hospitals and EMS 3 Clients 60% concentrated

Virginia

This year marks another chapter of remarkable 20% growth with $3.6 million in proforma gross revenue. Clients include 6 emergency rooms, EMS and 5 new client partnerships. Each milestone reflects the...

$3,000,000

$3,000,000

Cash Flow: $600,000

Akron Area CPA Practice Grossing $175k

Ohio

Grossing $175,745 annually. Seller financing terms available for qualified buyers. This well-established CPA practice has served the Akron area for decades, building a loyal client base almost...

$200,349

$200,349

North Bergen County, NJ CPA Practice for Sale

Bergen County, NJ

This well-established, reputable CPA firm located in North Bergen County, New Jersey has built a loyal, high-quality client base consisting of approximately 530 individual clients and more than 160...

$2,900,000

$2,900,000

Accounting Practice for Sale in Bristol County, Massachusetts

Somerset, MA

Well established bookkeeping, payroll and tax preparation semi-virtual practice. Owner is looking for a compatible culture for staff and clients. 550 1040s and 70 entities generate $350,000 in...

$675,000

$675,000

Cash Flow: $196,000

Insurance Agency Business for Sale

Charleston County, SC

This coastal South Carolina opportunity allows an established agency or agent to acquire a decades-old book of business supported by a dual-office presence and an experienced, licensed team. The firm...

$300,000

$300,000

Cash Flow: $206,656

KC Metro-Jackson County Tax & Bookkeeping Firm

Jackson County, MO

THE OPPORTUNITY An extraordinary opportunity to acquire a thriving, modernized CPA firm with deep roots in Jackson County, MO. Operating as a respected third-generation legacy practice with...

$480,000

$480,000

St George, UT CPA Tax & Accounting Practice

Washington County, UT

This well-established yet growing CPA Tax & Accounting Practice for sale in St. George, UT has annual gross revenues of approximately $1,100,000. The firm caters to a loyal, high-quality client base...

$1,275,000

$1,275,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

Wayne, NJ CPA Tax & Accounting Practice

Wayne, NJ

This established CPA Practice for sale in Wayne, NJ has annual gross revenues of approximately $485,000. The practice serves a loyal client base of high-net-worth individuals and closely held...

$720,000

$720,000

Established Central NC Coast CPA Firm With Strong Demand

North Carolina

-Steady revenue of approximately $1.4M, consistent over the past two years -Currently turning away new client inquiries weekly due to capacity -Experienced, tenured accounting team with minimal...

$1,400,000

$1,400,000

Established Investor-Focused SaaS Seeking Strategic Acquirer

Florida

A well-established vertical software platform serving investors in private, early-stage companies is available to a strategic or synergistic acquirer. This is not a distressed sale or a lifestyle...

Not Disclosed

Not Disclosed

Cash Flow: $270,000

under agreement, off the market

Westminster, CO

WELL ESTABLISHED ACCOUNTING PRACTICE - WESTMINSTER, CO Established in 1996, this profitable home-based accounting practice offers an excellent opportunity for an experienced professional or someone...

$120,000

$120,000

Cash Flow: $100,000

Buffalo Metro Tax and Accounting Practice For Sale

Erie County, NY

• Owner is retiring and is willing to provide transition assistance to help ensure a smooth transfer of client relationships. • Gross Revenue for 2026 estimated around $205,000. • Revenues comprised...

$250,000

$250,000

Virtual Accounting and Tax Practice - 56% Accounting / Few Returns

Pennsylvania

Only 66 1040s prepared with an outstanding average fee of $1,763! ABA Advisors is pleased to present this outstanding, fully virtual practice with the majority of revenue coming from accounting...

$1,300,000

$1,300,000

Cash Flow: $336,000

HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

$499,999

Cash Flow: $1,545,000

Insurance Agency–Comm Truck–Potter Cnty, TX#120712

Potter County, TX

This established independent commercial trucking insurance agency represents a compelling acquisition opportunity in the specialized commercial transportation insurance sector. Operating continuously...

$400,000

$400,000

Cash Flow: $250,000

Medicare Advantage UHC Book–LaPorte Cnty,IN#120711

La Porte County, IN

This established insurance agency represents an independent UnitedHealthcare Medicare Advantage book of business serving LaPorte County, Indiana. The agency specializes exclusively in Medicare...

$100,000

$100,000

Cash Flow: $50,000

S Central AR CPA Firm

Arkansas

THE OPPORTUNITY Opportunity awaits south of Little Rock! This well-known, long-established tax practice delivers exceptional profitability. Whether you are looking to step into practice ownership or...

$350,000

$350,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

High-Margin CPA Firm Located in Far SW Chicago Suburb

Will County, IL

Practice Location: Far Southwest Chicago Suburb Terms: Up to 90% Bank & Seller Financing Available Reason for Selling: Retirement Reference: IL-7632 This established CPA firm serves a loyal,...

Not Disclosed

Not Disclosed

Cash Flow: $555,819

Virtual CFO Advisory Firm With 80% Recurring Revenue

Georgia

-Owner hours only 200 -Approximately 80% of revenue comes from recurring engagements -Value-pricing model targets 70% to 80% margins with minimal accounts receivable -Cash flow over 70% About this...

$1,500,000

$1,500,000

Dallas Area Semi-Virtual CPA Practice for Sale

Texas

This Semi-Virtual CPA Practice located in the booming Dallas, TX Area has annual gross revenues of approximately $1,050,000. Built on an outstanding reputation and a strong referral network, the...

$1,200,000

$1,200,000

Tax and Accounting Firm - Gloucester, VA Area - $969,000 Revenue

Virginia

Tax and Accounting Practice for Sale - Gloucester, VA Area - $969,000 Revenue Overview ABA Advisors represents this accounting, tax and payroll firm located in the Gloucester County, VA area. The...

Not Disclosed

Not Disclosed

Cash Flow: $225,666

Cookeville, TN Tax Practice for Sale

Putnam County, TN

• The owner is an EA • This practice was established in 2020 • Software in use includes Drake • Approximately 656 individual tax returns with an average fee of $110 per return • Approximately 20...

$110,000

$110,000

Cash Flow: $54,000

Bucks County, PA Tax Practice

Bucks County, PA

THE OPPORTUNITY Opportunity awaits in desirable Bucks County! This well-known, long-established tax practice delivers exceptional profitability. Whether you are looking to step into practice ownership...

$400,000

$400,000

Albertville, AL Integrated Tax & Insurance Practice for Sale

Marshall County, AL

Integrated Tax & Insurance Practice This is a rare opportunity to acquire an established Integrated Tax & Insurance Practice featuring multiple office locations, a large and loyal recurring client...

$1,750,000

$1,750,000

Cash Flow: $408,000

South of Tulsa CPA Practice For Sale

Oklahoma

• Owner is retiring and willing to assist to ensure a smooth transition for up to six months, as mutually agreed. • Gross revenue for 2026 projected around $235,000. • Revenues comprised of individual...

$285,000

$285,000

Contact me
High Rockies Colorado Practice for Sale

Colorado

- Single-owner tax preparation & bookkeeping practice - 75% Tax Preparation (66% Individual; 27% Business; 7% Other); 25% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 21%...

$450,000

$450,000

Allstate Agency in Bangor, Maine

Bangor, ME

Take advantage of a rare opportunity to acquire a well-established insurance agency in the Bangor area as the owner prepares for retirement. This agency generates more than $843,000 in annual revenue...

$1,250,000

$1,250,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

Accounting & Tax Practice for Sale in Gloucester County, NJ

Gloucester County, NJ

Established CPA Practice Serving Individuals & Small Businesses Asking Price: $675,000 + Fixed Assets This well-established CPA practice has been serving individuals and small businesses for more than...

$675,000

$675,000

Cash Flow: $379,294

Virtual Accounting & Tax Practice for Sale

The practice is a well-established, full-service CPA firm serving individuals, businesses, fiduciaries, and nonprofit organizations. While many clients are located in Vermont and the Northeast, the...

$600,000

$600,000

Cash Flow: $314,000

Allstate Agency in Fresno County, 42 years at Location

Fresno, CA

Picture yourself owning a thriving Allstate insurance agency that's been serving Fresno County families since 1957. This isn't just another business opportunity - it's your chance to step into a...

$935,000

$935,000

Cash Flow: $435,000

Tulsa Tax and Accounting Practice (CPA Owned) For Sale

Tulsa County, OK

• CPA owner is retiring and selling their portion of a well-established Tulsa practice, with transition assistance available as needed. • Revenues being sold make up around $615,000! • Revenues...

$785,000

$785,000

Southeast San Antonio TX CPA Practice for Sale

Bexar County, TX

- Two-owner CPA practice - 59% Tax Preparation (54% Business; 46% Individual); 41% Reviews & Compilations - Cashflow to owner before potentially duplicate expenses is 72% - Practice utilizes Lacerte,...

$550,000

$550,000

Vancouver (BC) – 100% Virtual Accounting & Bookkeeping Practice

British Columbia

This 100% virtual accounting and bookkeeping practice, based in north of Vancouver, British Columbia, generates approximately $240,000 in annual recurring revenue. Approximately $204,000 is derived...

$299,000

$299,000

Cash Flow: $140,000

Canton Area CPA Practice Grossing $175k

Stark County, OH

This well-established CPA practice serves a loyal, highly retentive client base, with roughly 70% of clients having been with the practice for more than 10 years. Approximately 90% of the client base...

$201,261

$201,261

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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