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Financial Services Established Businesses For Sale

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Honolulu, HI Tax Clients for Sale

Honolulu, HI

This long-standing practice brings more than four decades of experience providing high-quality tax services to a well-established, loyal client base throughout Hawaii. Many client relationships span...

$418,000

$418,000

Virtual Birmingham, AL Tax & Bookkeeping Practice for Sale

Shelby County, AL

Highly Profitable Alabama Tax & Bookkeeping Practice with Recurring Monthly Revenue, Low Client Volume, and Less Than 5% of Clients Seen in Person. • This practice was established in 1998 • Software...

$530,000

$530,000

Cash Flow: $230,600

North Shore Area of Chicago CPA Firm

Cook County, IL

The Opportunity An exceptional opportunity to acquire a highly respected, single-owner CPA firm located in the desirable North Shore area of Chicago. Established by the founding CPA and operated...

$385,000

$385,000

St. Louis County CPA Practice For Sale

St. Louis County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $780,000! • Services include tax (70%) and accounting (350%). •...

$775,000

$775,000

Founder-Led UK Accountancy Consolidation Platform

London, England, United Kingdom

isting: Listing #4287903 (the group). Company name and legal entity disclosed after a signed NDA. Business Website: Disclosed in the data room Business Location: United Kingdom, remotely operable team...

$20,000,000

$20,000,000

Cash Flow: $1,750,000

CPA Firm for Sale - Lansing, MI Area - $740,000 Revenue

Michigan

*** THIS LISTING IS CURRENTLY SALE PENDING. *** CPA Firm for Sale - Lansing, MI Area - $740,000 Revenue Overview ABA Advisors represents this CPA firm in the Lansing, MI area. There are two staff...

Not Disclosed

Not Disclosed

Cash Flow: $307,355

Turnkey Independent Global Money Transfer Business

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$138,000

$138,000

Greater-Houston Area Tax Consulting

Texas

A well-established state and local tax advisory practice offering a full suite of nexus studies, tax compliance, registrations, exposure analysis, and multi-state audit defense services to clients...

$2,700,000

$2,700,000

Cash Flow: $525,626

Redwood City CA CPA Practice for Sale

San Mateo County, CA

This tax-focused practice offers an attractive opportunity for a local practitioner looking to expand through acquisition. Practice Highlights: • The owner is a CPA • This practice was established in...

$200,000

$200,000

Cash Flow: $77,000

Hillsborough County, New Hampshire CPA Practice for Sale

Hillsborough County, NH

This well-established CPA practice offers a solid mix of tax, accounting, and assurance services. The practice provides strong cash flow and an attractive transition opportunity, with one of the CPA...

$310,000

$310,000

Cash Flow: $171,000

Edmonton, AB Franchised Business Services Practice For Sale

Alberta

A high-quality franchised Business Services practice specializing in advisory services, tax planning, and business accounting for small business owners. The firm is fully turnkey, providing a seamless...

$779,000

$779,000

Cash Flow: $297,894

North Vancouver, BC - Tax, Bookkeeping, and Payroll Practice For Sale

British Columbia

Well-established non-CPA accounting and tax book of business generating approximately $282,000 in annual billings. The book offers an attractive mix of accounting and tax services: Corporate Tax...

$349,000

$349,000

Cash Flow: $157,619

Establish ATM distribution company for sale

Chicago, IL

Over 300 established ATM machine contracts for sale...

$1,700,000

$1,700,000

Cash Flow: $480,000

43+ Year Neighborhood Business with Diversified Revenue Streams

$400,000 - Philadelphia, PA

$400,000

Philadelphia, PA

Established Title & Escrow Agency, Washington, DC Metro | ~$853K SDE

Washington, DC

This established title and escrow agency has served the Washington, DC metro area, one of the nation's wealthiest residential corridors, for approximately fifteen years. The business handles...

Not Disclosed

Not Disclosed

Cash Flow: $853,000

Established Wisconsin CPA Firm with Diversified Client Base

Wisconsin

-Revenue holding steady at approximately $720,000, with consistent year-over-year stability -Cash flow to owner exceeding 50% margin -Consistent annual fee increases, most recently 6%, with new...

$850,000

$850,000

Joe Liang

GA Business Brokers, Inc

Serving Gwinnett County, GA

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Established Virtual Tax Practice with Strong Revenue Growth

For more than 10 years, this fully virtual Practice has provided comprehensive tax and accounting services to approximately 400 active business and individual clients. Its estimated 2025 service mix...

$4,950,000

$4,950,000

Cash Flow: $1,409,799

Twin Cities Tax & Accounting Portfolio - $1.15M Revenue

Minnesota

Opportunity to acquire an established Twin Cities tax portfolio generating approximately $1.15 million in annual revenue. The portfolio includes approximately 1,000 recurring engagements, consisting...

$1,380,000

$1,380,000

Allstate Agency in North Central, Arkansas

Arkansas

This established Allstate agency offers a strong opportunity to step into a well-established book of business with a loyal customer base in North Central Arkansas. The agency generates $480,866.71 in...

$799,000

$799,000

Truist Park Area CPA Practice For Sale

Cobb County, GA

• Seller retiring and available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $365,000. • Year-round service mix includes tax (71%), bookkeeping (15%)...

$455,000

$455,000

Tuolumne County CA CPA Practice for Sale

Sonora, CA

Established Tuolumne County CPA Practice with Excellent Fees and Strong Cash Flow Practice highlights: • The owner is a CPA • Software in use includes Lacerte, Quickbooks, and Clockify • Seller...

$350,000

$350,000

Cash Flow: $123,000

ELITE Allstate Agency | Northeast Dallas

Dallas County, TX

This Elite Allstate agency offers an established operation with significant scale and a strong presence in the Northeast DFW market. The agency generates $2,336,584.50 in annual revenue, before an...

$5,500,000

$5,500,000

Established Check Cashing Business | Prime Lewisville Location

Lewisville, TX

An exceptional turnkey opportunity to acquire an established check-cashing business located in a prime Lewisville neighborhood center. Situated less than a mile from the vibrant historic Old Town...

$25,000

$25,000

Highly Profitable Southern Minnesota CPA Firm – $1.9 Million Revenue

Minnesota

Established full-service CPA firm serving Southern Minnesota with approximately $1.90 million in trailing revenue and $989,000 in seller’s discretionary earnings. The diversified, recurring service...

$3,500,000

$3,500,000

Cash Flow: $988,698

250-Location Charleston ATM Portfolio | ~$814K Cash Flow

$2,850,000 - Summerville, SC

$2,850,000

Summerville, SC

Cherokee County, TX CPA Practice for Sale

Cherokee County, TX

This well-established CPA practice is located in a desirable East Texas community and generates approximately $175,000 in annual gross revenue. The practice has provided quality tax and accounting...

$158,000

$158,000

Edmond CPA Practice For Sale

Oklahoma County, OK

• Seller is retiring and available to assist with a smooth client and staff transition. • 2026 gross revenues estimated at $365,000! • Revenues comprised of individual and business tax (34%),...

$450,000

$450,000

Pasadena Tax Firm for Sale

Pasadena, CA

Well-established bookkeeping, payroll, and tax practice for sale in the Pasadena, California region. The practice has family roots dating back more than 50 years and has operated under the current...

$1,300,000

$1,300,000

Cash Flow: $583,563

East Central AR CPA Firm

Arkansas

THE OPPORTUNITY A well-established, highly reputable CPA practice with a loyal client base and robust cash flow is now available for acquisition in scenic East Central Arkansas. Known for its strong...

$1,320,000

$1,320,000

Established Insurance Agency with Growth Potential

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$675,000

$675,000

Cash Flow: $134,876

Central North Carolina CPA Practice For Sale

North Carolina

• Seller wishes to continue working for buyer as needed which will help fully support transition of clientele. • 2025 gross revenues of $698,505 with seller estimating 2026 revenues around $700,000! •...

$875,000

$875,000

Virtual Las Vegas NV CPA Practice for sale

Clark County, NV

This fully virtual CPA practice offers an excellent opportunity for a buyer seeking an established, location-independent practice with a mix of tax, bookkeeping, and consulting services. Practice...

$285,000

$285,000

Cash Flow: $111,000

Southwestern Worcester County Tax & Accounting Firm for Sale

Worcester County, MA

This new tax and accounting practice for sale in southwestern Worcester County, Massachusetts generates annual gross revenue of approximately $520,000. Fees are strong, with business returns averaging...

$625,000

$625,000

Madison. AL CPA Practice for Sale

Madison County, AL

• The owner is a CPA • This practice was established in 1996 • 20% of clients meet with the seller and staff • Software in use includes Drake and EasyACCT • Approximately $53,000 in annual revenue,...

$650,000

$650,000

Cash Flow: $279,600

Calgary (AB) CPA, Bookkeeping & Tax Practice

Alberta

Well-established practice consisting of two complementary divisions under the same ownership with combined annual gross revenue of approximately $436,300. CPA Division– Annual Revenue: ~$263,900 ·...

$550,000

$550,000

New Mexico based CPA Tax and Accounting firm ($2M+ revenue)

$3,500,000 - Albuquerque, NM

$3,500,000

Albuquerque, NM

Daniel Talbott

RightExit

Saguenay Lac-St-Jean (QC) Cabinet CPA-Auditeur

Quebec

Le cabinet offre une gamme de services professionnels principalement axée sur les missions de certification destinées à une clientèle d'affaires fidèle et bien établie. Les missions d'examen...

$250,000

$250,000

Cash Flow: $131,900

Virtual Tax Practice With Cash Flow Above 60%!

District of Columbia

-Cash flow to owner above 70% -Sophisticated client base including high-net-worth individuals and referrals from partners at large national law firms -Value billing supports fees well above standard...

$1,100,000

$1,100,000

45 Y.O. Currency Exchanger with Real Estate Near Border

REAL ESTATE INCLUDED

El Paso County, TX

Rare opportunity to acquire a long-established Money Services Business / currency exchange with approximately 45 years of operating history and a highly strategic border-market location. The company...

Not Disclosed

Not Disclosed

Cash Flow: $184,197

REAL ESTATE INCLUDED

Northwest Indiana/Chicagoland CPA Firm

Lake County, IN

THE OPPORTUNITY Step into a thriving, highly reputable accounting practice strategically positioned in Lake County, IN, in Chicagoland near the IN/IL border. Boasting an enviable fee structure and...

$1,700,000

$1,700,000

North Hampden County, MA Practice for Sale

Hampden County, MA

This well-established accounting and tax practice located in Hampden County, MA generates approximately $525,000 in gross revenue and has experienced steady growth since its start. With an average...

$630,000

$630,000

Cameron County Tax & Accounting Practice For Sale

Cameron County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue anticipated at $270,000! • The service mix is a balance of both tax (68%),...

$335,000

$335,000

Mobile, AL Tax & Bookkeeping Firm for Sale

Mobile County, AL

• The owner is a CPA • This practice was established in 1999 • Software in use includes Sage, CFS, ATX • Approximately $111,000 in annual revenue, via bookkeeping (135 clients) • Approximately 210...

$220,000

$220,000

Cash Flow: $120,380

NE of Athens CPA Practice For Sale

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $680,000 with AUM of $18.6M. • Year-round service mix includes...

$860,000

$860,000

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!

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Lee's Summit Tax and Accounting Practice (partial sale)

Jackson County, MO

THE OPPORTUNITY An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee's Summit, Missouri. Ideal acquisition for a licensed...

$249,000

$249,000

Central Valley CA (Stanislaus County) CPA Practice for sale

Stanislaus County, CA

Established in 2010, this well-established CPA practice offers an attractive opportunity for a CPA firm seeking a substantial client base with a diversified mix of tax, accounting, payroll, and...

$1,900,000

$1,900,000

Cash Flow: $762,000

Auto and Home Book with high Retention

$110,000 - San Jose, CA

$110,000

San Jose, CA

Doug Runyon

District 79-06

Southeast Tulsa CPA Practice For Sale

Tulsa County, OK

• Seller is retiring and is available to assist the buyer with a smooth transition. • 2026 gross revenue expected around $816,000! • Revenues comprised of individual and business tax (44%),...

$1,020,000

$1,020,000

$14M+ Automotive Retail & Finance Platform | $2.7M Earnings

Oklahoma

Rare opportunity to acquire a highly profitable, owner-independent automotive retail and finance platform consisting of two established used vehicle dealerships and a complementary lending operation....

$19,995,000

$19,995,000

EBITDA: $2,700,076

Accounting Practice for Sale in Norfolk County, MA

Westwood, MA

Approximately 37 years of operating history Located in affluent Westwood, Massachusetts $451,406 of 2025 gross revenue Approximately 17% revenue growth from 2024 to 2025 Approximately 752 individual...

$563,750

$563,750

Cash Flow: $121,000

Established Insurance Business for sale

Sparks, NV

Independant insurance agency book of business for sale. . We are selling our book of insurance business of primarily personal lines p&c auto and home clients. It would need to be purchased by a...

$25,000

$25,000

Cash Flow: $30,000

Established Farmers Insurance Agency

Montrose, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Montrose, CO....

$550,000

$550,000

Cash Flow: $125,000

Established Tax Preparation business

Montgomery County, AL

This is a rare opportunity to acquire a well-established tax preparation serving individuals, families, and small businesses throughout the Central Alabama market. The company has built a strong...

$75,000

$75,000

Cash Flow: $46,000

Advisory Practice for Business Owners - Business Consulting Group

East Farmingdale, NY

The Local Long Island Authority on Buying, Selling & Growing Businesses. If you're looking for a professional, relationship-driven opportunity with multiple revenue streams, strong growth potential,...

$135,000

$135,000

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.

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