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Financial Services Businesses For Sale

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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

North Central Texas CPA Practice for Sale

Texas

This long-standing, esteemed CPA practice in North Central Texas has projected gross revenues of approximately $1,745,000. The practice serves a diverse client base, including businesses, business...

$1,745,000

$1,745,000

Established Energy Cost Reduction & Consulting Business

Miami-Dade County, FL

Established Energy Cost Reduction & Consulting Business This opportunity represents the acquisition of a well-established business specializing in commercial energy cost reduction and utility...

$4,800,000

$4,800,000

Cash Flow: $1,509,342

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Seller Financing - Mobile Phone Store with Money services

Warren, MI

Popular mobile phone brand with best value in the market. Very well loved in the area very little immediate completion in the area of same brand and only competitor is a nearby Metro PCS retail...

$27,500

$27,500

St. George, UT Tax & Accounting CPA Practice for Sale

Washington County, UT

This well-established, yet steadily growing CPA practice for sale in St. George, UT has annual gross revenues of approximately $266,000. The practice has built a loyal, high-quality client base...

$320,000

$320,000

Cash Flow: $187,000

Established Prince William County Accounting Practice For Sale

Alexandria County, VA

Opportunity: Diverse accounting practice with 3 owners and with talented staff of five. Geographic Location: Prince William County, VA Practice Details: This fine accounting practice is run by 1 CPA...

$649,000

$649,000

Cash Flow: $321,000

Los Angeles, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in YEAR • Software in use includes Lacerte • Approximately 1,470 individual tax returns with an average fee of $300 per return • Approximately 30...

$650,000

$650,000

Cash Flow: $360,425

Central Pennsylvania CPA Practice For Sale

Pennsylvania

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to increase around $300,000! • Primarily a bookkeeping practice with tax (30%)...

$335,000

$335,000

Elbert County CO CPA Practice for Sale

Elbert County, CO

- Well established, two-partner CPA practice - 52% Tax Preparation (51% Individual; 49% Business); 32% Bookkeeping; 13% Payroll; 3% Consulting - Cash flow to owner before potentially duplicate...

$1,460,000

$1,460,000

Profitable CPA Practice for Sale in Cincinnati

Cincinnati, OH

Well-established, highly profitable CPA firm serving the Cincinnati, Ohio area is available for sale due to the owner's upcoming retirement. Up to 90% bank and seller financing available for qualified...

$831,674

$831,674

Cash Flow: $310,496

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue

Kent County, RI

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue Sellers Discretionary Earnings: ~$220,000 (58% of revenue) Practice Overview • Long established / great reputation • Growth potential •...

$450,000

$450,000

Cash Flow: $220,000

SE of Pittsburgh CPA Practice For Sale

Westmoreland County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • REMOTE OPPORTUNITY with gross revenues for 2026 expected to be $560,000! • The service mix includes...

$665,000

$665,000

Established San Marcos Tax & Bookkeeping Practice

$135,000 - Hays County, TX

$135,000

Hays County, TX

CPA & Tax Practice For Sale - Ft. Wayne Area

Allen County, IN

Grossing $457,239 | Bank & Seller Financing Available for Qualified Buyers This well-established tax and accounting practice has built a loyal, geographically diverse client base over nearly two...

$502,962

$502,962

Torrance CPA Firm for Sale

Torrance, CA

CPA firm for sale in Torrance, California. This well-established South Bay CPA practice was founded around 2000 and has developed a strong local presence serving individuals, professional service...

$2,800,000

$2,800,000

Cash Flow: $962,221

Bill Ritter

Canopy Capital Advisors

Serving Hamilton County, TN

At Canopy Capital Advisors, we are dedicated to empowering business owners in and around Chattanooga, TN through our specialized services in Business Valuation, Exit Strategy, Confidential Business Sales, and Strategic CFO Services. We understand that every business is unique and we pride ourselves on delivering tailored solutions that align with your specific needs and objectives. Exit Strategy: Planning your exit is one of the most significant decisions you'll make as a business owner. At Canopy Capital Advisors, we work closely with you to develop a comprehensive exit strategy that maximizes your business’s value and secures your financial future. Our approach considers your personal goals, the ideal buyer profiles, and the best timing for a successful transition. Confidential Business Sales: Selling your business is a personal and often emotional journey. We prioritize confidentiality throughout the sales process, ensuring that sensitive information is protected while effectively marketing your business to qualified buyers. Our extensive network and strategic marketing techniques help attract the right buyers, facilitating a smooth and successful transaction. Business Valuation: Accurately valuing your business is crucial for making informed decisions, whether you're contemplating a sale, seeking investment, or planning for future growth. Our expert valuation services provide you with a precise understanding of your business’s worth, taking into account various factors such as market conditions, financial performance, and industry trends. Strategic CFO Services: Our Strategic CFO Services provide the financial insight and expertise you need to drive your business forward. From financial forecasting and budgeting to cash flow management and strategic planning, we help you make data-driven decisions that enhance profitability and growth. Our CFO services are designed to support your unique business goals while ensuring financial stability.

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Sole proprietor PA/CPA on southern Oregon coast

North Bend, OR

Established Accounting & Tax Practice - North Bend, Oregon This well-established CPA practice has been serving the southern Oregon coast community since 1986, offering an exceptional opportunity for...

$125,000

$125,000

Cash Flow: $85,000

OK Panhandle-Texas County CPA Firm

Texas County, OK

OPPORTUNITY Acquisition opportunity in the Oklahoma Panhandle! This well-known, respected CPA practice features a balanced, year-round revenue mix backed by a loyal, business-heavy clientele. With the...

$350,000

$350,000

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

Boise, ID Semi-Virtual CPA Practice for Sale

Boise, ID

This modern, semi-virtual CPA practice in Boise, ID generates approximately $471,000 in revenue to be sold. - Tax-focused practice serving business and individual clients. - Average business client...

$595,000

$595,000

Walnut Creek CA CPA Book of Business for Sale

Contra Costa County, CA

This is an excellent opportunity for an existing CPA or EA firm looking to expand through acquisition. • The owner is a CPA • This established book of business has been serving clients since 2011 •...

$250,000

$250,000

Farmers Insurance Agency Vietnamese speaking 1.4M

Arlington, TX

Established Farmers Insurance Agency in Arlington, TX, serving a diverse clientele with specialized focus on the Vietnamese-speaking community. This franchise operation has been successfully operating...

$350,000

$350,000

Central North Carolina Virtual Bookkeeping and Tax Practice For Sale

North Carolina

• VIRTUAL PRACTICE! • Owner selling tax and bookkeeping work. Willing to assist buyer as needed for retention purposes. • Revenues comprised of individual and business tax (71%) and...

$375,000

$375,000

Diamond Lakes Region CPA Firm

Arkansas

THE OPPORTUNITY Acquire a highly regarded, well-established CPA practice in Arkansas’s scenic Diamond Lakes region, boasting an exceptionally loyal clientele and an experienced, capable staff. This...

$1,090,000

$1,090,000

Established Allstate Agency | 5.6M Book of Business

$1,050,000 - Washington

$1,050,000

Washington

Big Bear Lake EA Firm for Sale

Big Bear Lake, CA

Established EA tax practice for sale in Big Bear Lake, California. This practice is well established and has served the local mountain community for decades. The Seller is now preparing for retirement...

$250,000

$250,000

Cash Flow: $121,868

Kennebec County Maine EA Practice for Sale

Kennebec County, ME

Established in 2010, this well-established EA practice offers an exceptional opportunity to acquire a high-volume tax and advisory firm with multiple revenue streams and strong cash flow. Practice...

$990,000

$990,000

Cash Flow: $390,000

Southern Sussex County, NJ CPA Practice for Sale

Sussex County, NJ

This well-established CPA practice is in Southern Sussex County, NJ (with a second office in Morris County) and has annual gross revenue of approximately $800,000. It has proudly served clients...

$975,000

$975,000

Cash Flow: $388,709

Income Tax Preparation firm for Sale

Jamaica, NY

Excellent location across the street from a major post office and a grammar school and a middle school Super high traffic location 500 people walk by daily. Low rent $1,661 per month...

$60,000

$60,000

Cash Flow: $120,000

Highly Profitable Tax Practice with Real Estate

Northeastern British Columbia, BC

An exceptional opportunity to acquire a highly profitable, nationally recognized tax franchise generating $1.3 million in annual revenue and normalized Seller's Discretionary Earnings of $470,000...

$1,499,000

$1,499,000

Cash Flow: $470,000

Albany, OR Tax Practice for Sale

Albany, OR

• The owner is an Oregon LTC • This practice was established in 1960 • Software in use includes Ultra Tax and QuickBooks • Approximately $320,000 in annual revenue, via bookkeeping (58 clients) •...

$950,000

$950,000

Cash Flow: $256,000

Accounting and Tax Practice #3473

Phoenix, AZ

Well established tax practice and accounting office located in the North Phoenix area. For more info call GoldStar Business Brokers....

$227,000

$227,000

Cash Flow: $156,000

Highly Profitable NE Indiana CPA Tax Practice Grossing $300k

Indiana

Highly Profitable Northeast Indiana Tax Practice, Grossing $300,500 Turnkey tax-focused CPA practice with strong cash flow, minimal owner hours, and pre-qualified bank financing available for...

Not Disclosed

Not Disclosed

Cash Flow: $233,200

Chicago Metro Area Audit & Review Clientele For Sale

Lake County, IL

Turnkey audit and review practice available in the Chicago Metro Area, offering a built-in client base for a buyer looking to expand assurance service capacity. The seller is divesting this segment of...

$178,260

$178,260

Tenured $4.3M Allstate Agency – Staffed, Productive & Profitable

Mooresville, NC

Step into a highly profitable, masterfully run insurance agency boasting a $4.3M+ in premium and outstanding performance metrics. Achieving the prestigious PRO Agency Achievement Level, this business...

$650,000

$650,000

Semi-Absentee Credit Repair Co - $9.7k/mo Revenue, 4.9 Stars (89 Revie

$249,000 - Orange County, FL

$249,000

Orange County, FL

High Growth potential Farmers Insurance Agency for Sale

St. Clair County, IL

Elite Farmers Insurance Agency for Sale – Illinois Own an Established Agency with $3 Million in Premium and Elite District Support Take advantage of an outstanding opportunity to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $285,000

Established Multi-Partner CPA Firm With Sophisticated Client Base

South Carolina

-Revenue stable in the $2.4M to $2.5M range annually, with 2026 collections tracking ahead of prior year pace -Tenured team with several members having been with the firm for over a decade -All new...

$3,900,000

$3,900,000

West Metro CPA Firm – 125K Revenue

Minnesota

Opportunity to acquire a tax-focused MN CPA practice serving individual, business, trust/estate, payroll, and limited financial statement clients. The practice generated $124,358 in 2025 service...

$156,000

$156,000

Cash Flow: $101,866

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Beautiful Allstate Agency in Fresno County, 11 years

Fresno County, CA

Imagine walking into your own beautiful Allstate agency every morning, knowing you're stepping into a well-established business that's been thriving for 11 years. This isn't just any insurance agency...

$735,000

$735,000

Allstate Agency In Orange County Licensed Staff Loss Ratio 34%

Huntington Beach, CA

Established Allstate Insurance Agency Operating Since 1995 This well-established Allstate insurance agency represents a premier opportunity to acquire a profitable operation in Orange County's...

$1,485,000

$1,485,000

Cash Flow: $580,000

Rochester/Fraser, MI CPA Practice for Sale

Fraser, MI

This profitable CPA Practice for sale in Rochester and Fraser, MI has annual gross revenues of approximately $1,024,000. Services are nicely mixed to provide year-round cash flow, with approximately...

$1,280,000

$1,280,000

Cash Flow: $514,200

Walled Lake, MI CPA Tax & Accounting Practice

Walled Lake, MI

This well-established CPA Tax & Accounting Practice for sale in Walled Lake, MI has annual gross revenues of approximately $125,000. The practice has built a strong reputation in the community and...

$125,000

$125,000

Cash Flow: $75,500

Murad Ali

Murad Ali

Serving Harris County, TX

"Murad the Realtor" is a full-service business brokerage dedicated to providing confidential and personalized assistance. Our team consists of experienced and accredited business intermediaries who specialize in business sales. We recognize that selling a business is a significant decision, and we are committed to helping you reach your goals with the utmost professionalism and integrity.

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Arcadia, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1996 • Software in use includes Lacerte and QuickBooks • Approximately $3,000 in annual revenue, via bookkeeping (2 clients) • Approximately...

$295,000

$295,000

Cash Flow: $141,000

Austin, TX Tax & Accounting Firm For Sale - $840,000 Revenue

Austin, TX

***SALE PENDING**** Austin, Texas Tax and Accounting Practice For Sale - $840,000 Revenue - Northwest Texas Sellers Discretionary Earnings: $408,000 (47% of 2025 revenue) Highlights: • Average 1040...

Not Disclosed

Not Disclosed

Cash Flow: $408,000

Learn from the best!

$3,875,000 - Harris County, TX

$3,875,000

Harris County, TX

Established CPA Practice in Philadelpha Metro Listing PA2630

Delaware County, PA

A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $97,000

CPA Accounting and Tax Practice Grossing $560k - Dayton Area

Montgomery County, OH

Turnkey CPA Practice For Sale, Dayton Area Grossing $560,000 | Up to 90% Bank & Seller Financing Available This well-established CPA practice offers a strong, diversified mix of personal and business...

$560,000

$560,000

Accounting Practice for Sale in Utah County, UT

Utah County, UT

General description of clientele: Services focus on Bookkeeping, Payroll, Sales Tax, and Income tax. 18 FT staff. 7 PT staff. Complete NDA...

$5,250,000

$5,250,000

EBITDA: $868,000

Montérégie -Ouest (QC) - Cabinet de CPA à Vendre

Montérégie Ouest, QC

- Excellente occasion d’acquérir un cabinet CPA bien établi depuis 1999, générant des revenus annuels d’environ 650 000 $ (année fiscale 2025). - Situé en Montérégie-Ouest, à moins de 20 minutes de...

$780,000

$780,000

Cash Flow: $416,348

Edmonton, AB CPA, Tax and Bookkeeping Practice for Sale

Alberta

Alan Liverman is pleased to introduce: Established in 1991, this well established CPA practice of 35 years enjoys many long-term relationships with its loyal client base and offers a comprehensive...

$599,000

$599,000

Cash Flow: $275,000

Non-Profit Audit Review Book - New Jersey 500K Revenue

New Jersey

Non-Profit Audit Review Book for sale in New Jersey 50% Remote Nonprofit Audit Book of Business ($500,00 Revenue) – in Central NJ is presented by ABA Advisors LLC - Accounting Firm Business Brokers....

Not Disclosed

Not Disclosed

Cash Flow: $240,707

NE of Kansas City Tax & Accounting Practice For Sale

Missouri

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $160,000! • Personalized and professional service of...

$190,000

$190,000

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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