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Financial Services Established Businesses For Sale

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Albuquerque CPA Firm

Albuquerque, NM

THE OPPORTUNITY A nice opportunity has become available in the Albuquerque market. This established CPA firm strikes the perfect balance between stable, immediate profitability and a genuinely...

$303,000

$303,000

Allstate Agency Opportunity in Central Ohio

Franklin County, OH

Located in Central Ohio, this established 15-year agency presents a rare large-scale acquisition opportunity with nearly $30M in written premium, more than 20,000 policies in force, and strong...

$8,500,000

$8,500,000

Elmhurst, IL Tax and Accounting Practice for Sale

Elmhurst, IL

This longstanding practice generates strong cashflow to the owner of about 60% of gross! Additionally, revenues are derived from diverse sources with more than 40% of income coming from...

$465,000

$465,000

CPA Firm for Sale in Desirable SW Charlotte, NC

North Carolina

-$327,447 cash flow (over 40% margin) -Higher-than-average fees across all service lines -Remote-capable operations with cloud-based systems -1,800 owner hours annually with flexible schedule...

$1,080,000

$1,080,000

Incredible Bakersfield 27 ATM Route - $185,000

Bakersfield, CA

Imagine stepping into a business that practically runs itself! This incredible 27-ATM route in Bakersfield, CA is exactly what you've been looking for if you want a straightforward, profitable venture...

$185,000

$185,000

Cash Flow: $74,188

High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

Southern Westchester Tax Practice For Sale

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

$550,000

50+ Year Allstate Insurance Agency with 90% Customer Loyalty

South Carolina

This exceptional Allstate Insurance Agency presents a rare acquisition opportunity with over 50 years of proven success in the South Carolina market. Established in 1970, this mature franchise...

$895,000

$895,000

Cash Flow: $420,000

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue

Illinois

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue Overview ABA Advisors represents this CPA firm located in a near west suburb of Chicago, just west of Midway Airport. The owner...

Not Disclosed

Not Disclosed

Cash Flow: $239,964

Milwaukee Metro CPA practice. Staff 65% Year Round Cash Flo

Milwaukee County, WI

Practice Details: Retiring owner is 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...

$255,000

$255,000

Cash Flow: $140,000

Profitable Check Cashing, Payday Loan business for sale.

Macomb County, MI

Profitable Payday Loan, Check Cashing business for sale. Not franchised. Has one owner. Business was established in 2008. High volume business with payday loans, check cashing services. You can add...

$125,000

$125,000

Cash Flow: $50,100

Commercial Accounting & Tax Practice

Tucson, AZ

This is a well-established sole practitioner firm performing high level accounting, tax & advisory services for small businesses, many who are in the Construction industry. Most clients are long term...

$130,000

$130,000

Cash Flow: $102,919

Established Legal Funding Firm Looking for Partner

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

$2,200,000

Cash Flow: $1,473,572

50 year Allstate Agency Available Due to Owner Retirement

$2,925,000 - Harris County, TX

$2,925,000

Harris County, TX

Dallas TX Profitable Tax Preparation Franchise

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$129,000

$129,000

Commission Advance for Realtors Franchise - NJ and NY

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$700,000

$700,000

Cash Flow: $400,000

Kavita Purohit

River Brokers

Serving Richland County, LA

River Brokers is a premier commercial brokerage firm that provides investment opportunities throughout the United States. River Brokers is based in Atlanta, GA, serving clientele primarily in the Southeast. Visit our website at https://riverbrokers.com/

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North Raleigh Metro CPA Practice For Sale

Wake County, NC

• VIRTUAL operation possible with seller already working remotely! • Seller is retiring but willing to assist with transition to help ensure a smooth client handoff and retention. • Yearly revenues...

$410,000

$410,000

Arizona CPA w/Long-term seller support

Fountain Hills, AZ

Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships,...

$198,800

$198,800

Cash Flow: $110,842

Profitable Insurance Business for Sale - Own Your Future!

Norfolk City County, VA

Established with a strong foundation in the insurance industry, this independent insurance agency has built a longstanding reputation for personalised service, trusted client relationships, and...

$540,000

$540,000

Cash Flow: $105,180

Middletown, DE Virtual Accounting & Tax Practice for Sale #DE6379

Middletown, DE

This modern, fully virtual accounting and tax practice in Middletown, DE generates revenues to be sold of approximately $205,000 • Fully remote operating model allows for low overhead, operational...

$285,000

$285,000

North York, Ont. CPA/CA Accounting and Tax Practice for Sale

Toronto, ON

Our staff include very experienced CPAs and technicians who have been with the firm for decades. This is an excellent opportunity for a small firm or individual looking to acquire an established...

$1,625,000

$1,625,000

Cash Flow: $700,000

Accounting Practice for Sale in DFW Metroplex

Tarrant County, TX

Established CPA firm generating approximately $839K in annual revenue with a strong concentration of loyal small business clients. Practice offers a balanced mix of tax preparation, accounting,...

$1,050,000

$1,050,000

Cash Flow: $350,000

Commercial Accounting and Tax Practice 22 years

Tucson, AZ

This is a well-established sole practitioner firm performing high level accounting, tax & advisory services for small businesses, many who are in the Construction industry. Most clients are long term...

$130,000

$130,000

Cash Flow: $102,919

Established ELITE Allstate Agency in the Eastern Dallas Metro

Kaufman County, TX

Located in the rapidly expanding Eastern Dallas metro, this ELITE agency has built a dominant local presence with over $14.1M in premium, nearly 5,000 active policies, and more than $2.16M in revenue....

$3,500,000

$3,500,000

Established Business Brokerage Franchise

$69,500 - Hamilton County, TN

$69,500

Hamilton County, TN

Judah Dishington

United Franchise Group

Rive Nord Montréal - Cabinet Comptable à vendre

Quebec

Cabinet comptable établi depuis plus de 15 ans, générant un chiffre d’affaires annuel d’environ 525 000 $, avec une clientèle fidèle et diversifiée composée de PME et de particuliers. Situé à un...

$699,000

$699,000

Cash Flow: $242,936

Las Vegas NV EA Tax & Bookkeeping Practice for Sale

Las Vegas, NV

• Seller prefers the buyer to be a CPA or have a CPA on staff due to preparation of financial statements • This practice was established in 2018 • This is not a virtual practice as 90% of clients meet...

$375,000

$375,000

Cash Flow: $199,000

Established Tax Office | 5-Star Reviews | Turnkey Business

Perris, CA

Established and highly rated tax preparation franchise located in the heart of Perris, serving a strong and growing predominantly Latino market. This turnkey business benefits from excellent...

$249,000

$249,000

Cash Flow: $120,000

E2 VISA Established tax and accounting franchise business

Orlando, FL

Established tax and accounting franchise business with strong recurring revenue, scalable systems, and a predominantly international client base. TAXLEAF MILLENIA operates under the recognized TaxLeaf...

$200,000

$200,000

Cash Flow: $135,000

Established Richmond Tax Prep Business with Strong Client Base!

Henrico County, VA

For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key...

$85,000

$85,000

Cash Flow: $33,945

Established Business Brokerage Franchise Opportunity – North Phoenix

Phoenix, AZ

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

$210,000

$210,000

Rochester (East Side Suburb) Tax and Accounting Practice For Sale

Monroe County, NY

• Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff. • 2025 revenue of $385,000 with 2026 projected around...

$560,000

$560,000

Vista CPA Firm for Sale

Vista, CA

Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with...

$330,000

$330,000

Cash Flow: $187,645

Southeastern CT CPA Firm

New London County, CT

An established CPA firm in Southeastern Connecticut that has been serving clients for nearly 40 years, with strong, long-standing client relationships. The firm generated roughly $680,000 in billings...

$750,000

$750,000

Cash Flow: $340,000

Worcester Country CPA Firm

Worcester County, MA

The firm generated about $780,000 in revenue in 2025 with strong profitability (over 50% owner cash flow). It is supported by experienced staff, modern cloud-based and paperless systems, and operates...

$940,000

$940,000

Cash Flow: $392,000

High Retention Relocatable Personal Lines Agency

$225,000 - Castro Valley, CA

$225,000

Castro Valley, CA

Doug Runyon

District 79-06

Accounting Practice for Sale in Manhattan

New York, NY

Established Manhattan Accounting Practice - Strategic Acquisition Opportunity This well-established accounting practice represents a premier acquisition opportunity in Manhattan's competitive...

$803,000

$803,000

Cash Flow: $275,000

Western Queens Tax and Accounting Practice For Sale

Queens County, NY

• Seller seeking a partial retirement and willing to assist with a smooth transition to help support client retention and continuity. • Consistent revenue base with seller projecting approximately...

$175,000

$175,000

Anywhere Austin Area - Accounting Practice For Sale

Williamson County, TX

Well-Established, Diversified CPA Firm | Virtual Office | Up to 90% Financing Available This well-established CPA practice offers a rare combination of stability, flexibility, and growth potential in...

$379,645

$379,645

High-End CPA Practice for Sale – Northeast Cincinnati Suburb, OH

Clermont County, OH

Well-Established, High-End Tax Practice | 25+ Years | Bank & Seller Financing Available This well-established CPA practice has been serving a loyal, high-end client base for over 25 years in a...

$118,506

$118,506

Individual Tax Practice for Sale – Eastern Houston Suburb, TX

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

$163,000

Boise, ID CPA Tax & Accounting Practice

Boise, ID

This well-established CPA Tax and Accounting Practice for sale in Boise, ID has annual gross revenues of approximately $1,303,000. The firm has a quality client base that includes a good amount of...

$1,315,000

$1,315,000

Cash Flow: $491,970

Blount County Virtual Tennessee CPA Practice

Alcoa, TN

• The owner is a CPA • This practice was established in 1987 • 1% of clients meet with the seller and staff • Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual...

$600,000

$600,000

Cash Flow: $250,000

CPA Practice - Hernando County Florida - $365K Revenue

Hernando County, FL

Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA practice in Hernando County, FL. The owner wishes to...

Not Disclosed

Not Disclosed

Cash Flow: $238,948

Michael Westover

Biznis Resource

Serving Utah County, UT

Biznis Resource helps people: 1. BUY Businesses! 2. VALUATE Businesses! 3. SELL Businesses!

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Orlando Florida Area CPA Practice For Sale | $700K Revenue

Florida

Orlando Florida Area CPA Practice For Sale | $700K+ Revenue | Tax and Bookkeeping Practice Overview: ABA Advisors represents this CPA firm located in the Orlando, FL area. The owner is willing to...

Not Disclosed

Not Disclosed

Cash Flow: $400,000

Farmers Insurance Agency with over $2.5 million premium for sale

Lodi, CA

Farmers agency established since 1970 for sale. Many long term clients over 40 years. Great location and retention as well. Farmers is a great company and is currently focused on growth with many...

$350,000

$350,000

Cash Flow: $110,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

Under Contract - Cash Flowing Payroll, Tax & Bookkeeping Firm

Weber County, UT

ESTABLISHED PAYROLL, TAX & BOOKKEEPING PRACTICE - WEBER COUNTY, UT This thriving accounting and tax practice represents an exceptional acquisition opportunity in Utah's growing Weber County market....

$1,220,000

$1,220,000

Cash Flow: $247,000

Agency Ownership Opportunity | $3M Book | $300K Revenue

Phoenix, AZ

Step into ownership with an established insurance agency featuring a $3M book of business and approximately $300K in annual revenue. Located in the high-growth Phoenix, Arizona market, this...

$450,000

$450,000

Established Business - Ready to Grow!

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $199,000 in dependable recurring revenue from renewals alone,...

$230,000

$230,000

Cash Flow: $80,000

Profitable Payroll Processing & Compliance Business – Scalable

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

$325,000

Cash Flow: $90,000

Waco Area CPA Firm

Mclennan County, TX

The OPPORTUNITY We are pleased to announce a new opportunity for a CPA or EA to acquire an established practice in the Waco area. The seller is approaching retirement and is looking for a qualified...

$480,000

$480,000

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Century City, Los Angeles, CA. This is a complete sale of the firm; however, the Seller would like to continue working with the Buyer on a part-time basis (2–3 days per week) to...

$715,000

$715,000

Cash Flow: $448,819

Charlotte Tax Practice For Sale

Mecklenburg County, NC

• Seller retiring; willing to assist buyer with for first few months with client transition. • Yearly practice revenues around $200,000. • Revenues comprised of 100% individual and business tax. •...

$250,000

$250,000

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 Analyzed367
Asking Price$500,000
Reported Revenue$412,217
Reported Seller's Discretionary Earnings$201,564
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$500,000$981,690

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$236,000$120,000
Median$412,217$201,564
Upper Quartile$840,000$343,775

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 Quartile1.001.86
Median1.252.44
Upper Quartile1.663.33

FAQ's

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

The median asking price for an established Financial Service Business is $500,000, though prices range from under $250,000 to well over $981,690.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $412,217 and owners earn a median of $201,564, 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 1.00 to 1.66, with a median of 1.25. Earning multiples range from 1.86 to 3.33, with the median at 2.44. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.44 times its annual owner earnings.

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