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Financial Services Businesses For Sale

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SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years

Colton, CA

This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal...

$250,000

$250,000

Cash Flow: $87,846

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

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

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

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

Lucrative Business Consulting Firm for Sale

$55,000 - Clark County, NV

$55,000

Clark County, NV

Thomas McKeen

United Franchise Group

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

Entity Rich, Semi-Virtual CPA Firm for Sale - Phoenix, Arizona

Phoenix, AZ

The firm derives seventy-seven percent of its revenue from business entities and has regular periodic accounting work as well to help keep cash flow in the green all year long. While the practice...

$420,000

$420,000

Cash Flow: $195,000

Terri Sokoloff

Specialty Bar & Restaurant Brokers

Serving Allegheny County, PA

Specialty Group was founded in 1986 and is a multigenerational family business. We have nearly 100 years of specialized experience in the bar and restaurant industry. We have our real estate sales and brokers licenses in PA. Our mission is to help people realize their dream of owning their own restaurant or bar business. We have everything under one roof that you will need to get into the business. And when you're ready to exit, we can help.

Contact Me >

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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

****SALE PENDING**** 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...

$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

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

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

Remote Finance Exam Coaching Platform | High Margins, Low Overhead

$370,000 - Monmouth County, NJ

$370,000

Monmouth County, NJ

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

Integrated Tax & Insurance Practice for Sale

Alabama

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

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

Rancho Cordova (Sacramento area) CA CPA Tax Practice

Sacramento County, CA

Established in 1989, this well-established CPA practice presents an excellent opportunity for an established firm looking to expand its tax practice or for a sole practitioner seeking to acquire a...

$225,000

$225,000

Cash Flow: $141,000

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

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

ATM Business For Sale in NYC Nightclubs! Extremly High ROI Locations

$41,000 - New York, NY

$41,000

New York, NY

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

Three Location Four CPA Firm

Travis County, TX

For 25 years, Robnett CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic individual tax management and accounting...

$3,000,000

$3,000,000

EBITDA: $450,000

LR/Central AR CPA Firm (2 locations)

Little Rock, AR

OPPORTUNITY An established, fully staffed CPA firm with two locations in the Little Rock / Central Arkansas area is available for acquisition as the owner approaches retirement. Boasting a nice fee...

$1,060,000

$1,060,000

Madisonville, TN CPA Practice for Sale

Monroe County, TN

• The owner is a CPA • This practice was established in 2003 • Software in use includes Drake and QuickBooks • Approximately $52,300 in annual revenue, via bookkeeping (23 clients) • Approximately 970...

$290,000

$290,000

Cash Flow: $71,470

Easy to Manage ATM Processing route - 68 ATMs $209,000

Gordon Lakes, NJ

This HANDS OFF New Jersey portfolio of 68 ATM machines is based in and around NJ and the surrounding areas. Easiest ATM operation! No Loading ATMs, no Cash to fill the ATMs, just monitor and help...

$209,000

$209,000

Cash Flow: $42,708

Quick Cash/Bill Pay & More

Macomb County, MI

Don't miss this opportunity to acquire a well-established Check Cashing, Money Transfer, and Bill Payment Center located in Macomb County. This highly visible end-unit location is situated in a busy...

$105,000

$105,000

Cash Flow: $41,127

Remote-Capable CAS Firm Serving High Net Worth Clients

Louisiana

-Owner hours are zero -Fully remote-capable staff -Stable revenue with several strong opportunities for growth (including within the medical community), 2026 projected at approximately $1M...

$2,100,000

$2,100,000

Semi-Absentee Established Retail Insurance Agency

Orlando, FL

Established Franchise Insurance Agency located in Central Florida specializing in auto insurance and a variety of personal and commercial insurance products. The agency has built a loyal customer base...

$450,000

$450,000

Cash Flow: $192,092

Frank Mancuso

Executive Business Brokers

Serving Bergen County, NJ

Executive Business Brokers – Where Businesses Find Their Next Chapter Since 1985, Executive Business Brokers (EBB) has been the trusted force connecting passionate buyers with motivated sellers across the New Jersey metro area and beyond. As one of the region’s largest and most active business brokerage firms, we specialize in turning ownership transitions into exciting opportunities—whether you’re ready to cash out your life’s work or step into a proven business that matches your vision. We’re in the business of selling businesses—and we do it exceptionally well. We focus on dynamic small to mid-sized companies with annual revenues under $15M, priced from $150,000 to $15M (with buyer liquid investments typically $75K–$3M). Our portfolio spans retail powerhouses (convenience stores, restaurants, gas stations, laundromats, pharmacies, car washes), wholesale, distribution, manufacturing, services, franchises, and more—truly “Main Street” to light industrial. What makes your journey with EBB different? Massive reach, real results: Tap into our proprietary national database of thousands of qualified buyers (plus sellers), powered by advanced matching and targeted marketing. We screen prospects rigorously so you connect only with serious players. No borders, maximum exposure: As a proud member of the International Business Brokerage Association (IBBA) and partnered with top internet marketing platforms, we attract buyers locally, nationally, and internationally—no geographic limits.

Contact Me >

Contact me
North Bay CA Bookkeeping Practice for Sale

Sonoma County, CA

Established North Bay Bookkeeping Practice with Strong Recurring Revenue • Approximately $800,000 in annual bookkeeping revenue from 130 clients • Owner currently works approximately 8 hours per week...

$960,000

$960,000

Cash Flow: $260,000

Southwest of Nashville CPA Firm

Tennessee

THE OPPORTUNITY Are you a CPA or EA looking to expand your footprint or step into a turnkey practice in the thriving Middle Tennessee market? Located in a prime spot southwest of Nashville, this...

$450,000

$450,000

Florida Title Loan Company

$2,850,000 - Winter Park, FL

$2,850,000

Winter Park, FL

Lacey, WA Tax & Bookkeeping Practice for Sale

Thurston County, WA

• The owner is an LTP • This practice was established in 2019 • Software in use includes QuickBooks, ProSeries, MyTaxPrep • Approximately $50,000 in annual revenue, via bookkeeping (37 clients) •...

$230,000

$230,000

Cash Flow: $89,900

White Mountain Region, New Hampshire CPA Tax Practice for Sale

Grafton County, NH

• The owner is a CPA • This practice was established in 2010 • Software in use includes UltraTax, QuickBooks • Approximately $128,000 in annual revenue • Approximately 115 individual tax returns with...

$150,000

$150,000

Cash Flow: $89,000

Huntington Beach, CA Tax Practice for Sale

Orange County, CA

• The owner is an EA • This practice was established in 1990 • Software in use includes Lacerte and QuickBooks • Approximately 980 individual tax returns with an average fee of $344 per return •...

$460,000

$460,000

Cash Flow: $106,762

North Houston Tax & Accounting Practice

Houston, TX

Established North Houston Tax & Accounting Practice with decades of proven success serving a diverse clientele. This profitable firm generated an average $785,095 in annual revenue over the past two...

$750,000

$750,000

Cash Flow: $290,950

Bookkeeping, Payroll & Tax Practice (EA, Non-CPA), ~$1.2M SDE

North Carolina

This is a rare opportunity to acquire a 40-year-old bookkeeping, payroll, and tax practice in the Southeast with financial performance that speaks for itself: $1.5M in 2025 revenue, approximately...

Not Disclosed

Not Disclosed

Cash Flow: $1,290,000

Established $1M+ Full Service CPA Firm - NW Chicago Suburb

Cook County, IL

Grossing $1,062,500 annually | Up to 90% bank and seller financing available for qualified buyers This well-established, full-service CPA practice offers a strong acquisition opportunity for a CPA,...

$1,221,875

$1,221,875

Cash Flow: $473,553

Long-Established Firm Providing Unbiased Insurance Expertise

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

$670,000

Cash Flow: $240,000

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 Analyzed405
Asking Price$550,000
Reported Revenue$487,000
Reported Seller's Discretionary Earnings$220,250
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$290,000$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$260,000$132,207
Median$487,000$220,250
Upper Quartile$929,083$379,221

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 Quartile1.071.99
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 $550,000, though prices range from under $290,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $487,000 and owners earn a median of $220,250, 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 1.99 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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