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Financial Services Businesses For Sale

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Incredible NYC hands-off 15 ATM Route - Net $22,000 for $99,000

New York, NY

Imagine owning a hands-off business that generates steady income while you focus on other priorities. This established ATM route in New York City offers exactly that opportunity. You'll be acquiring...

$99,000

$99,000

Cash Flow: $22,000

South Coast, MA Area CPA Practice for Sale

Bristol County, MA

• Consistent growth since inception spurred by several successful acquisitions • Revenues up around 45% since just 2023 • Desirable client base ripe with opportunities for expanding services •...

$660,000

$660,000

Highly Profitable CPA Practice - NW Indiana Grossing $800k

Indiana

Business Description: This well-established, highly profitable CPA practice located in Northwest Indiana is now available for acquisition. The practice generated $800,039 in 2025 revenue, with a...

Not Disclosed

Not Disclosed

Cash Flow: $278,223

Highly profitable 13 ATM Michigan Route $90,000 Cash Flow - $300,000

Grand Rapids, MI

Michigan ATM Route - ATM business for sale $300,000 Easy to operate ATM portfolio of 13 ATMs in Michigan. The portfolio has averaged $7,500.00 in monthly Gross Profit in the last 6 months. 13 ATMs...

$300,000

$300,000

Cash Flow: $90,000

North San Diego County CPA Firm for Sale

San Diego County, CA

Established CPA firm for sale in North San Diego County, CA Ref# SAN126. This highly profitable, home-based CPA practice offers a unique opportunity to acquire a specialized nonprofit audit and tax...

$750,000

$750,000

Cash Flow: $474,393

Amazing Hands Off 73 ATM NYC Portfolio - $438,000

New York, NY

New York, NY ATM Route. ATM portfolio for sale $438,000! This great hands-off ATM portfolio of 73 ATMs in New York City, NY and the surrounding areas. The portfolio had Monthly Gross Profit Income of...

$438,000

$438,000

Cash Flow: $190,603

Amazing Cape Cod 29 ATM Processing Only Route - $139,000

Provincetown, MA

Cape Cod, MA ATM Route ATM Processing business for sale $139,000 for 29 ATMs The easy to operate ATM portfolio of 29 machines is in Cape Cod, MA. With its seasonal nature and operational setup enables...

$139,000

$139,000

EBITDA: $28,224

Amazing 1 ATM Oahu Route $21,551 Income - $50,000

Honolulu, HI

Hawaii ATM Route - ATM Location for sale $54,000! -- REDUCED - $50,000 This great ATM location, 1 ATM in Oahu, Hawaii, is an amazing and simple investment. The location has Gross Profit Income of...

$50,000

$50,000

Cash Flow: $21,551

Amazing Philadelphia 168 ATM Portfolio - $1,750,000

Philadelphia, PA

This amazing Philadelphia route has 168 ATMs in retail and other high-traffic locations such as convenience stores, gas stations, grocery stores, and specialty markets. The Seller provides the...

$1,750,000

$1,750,000

Cash Flow: $592,429

Incredible Professionally Operated 604 ATM NC Portfolio - $3,495,000

Charlotte, NC

This professionally run ATM portfolio has a total of 604 ATMs in Charlotte, NC and the surrounding areas, with some Branded ATMs located out of state. The portfolio has Mixed Income (Net and GP) of...

$3,495,000

$3,495,000

Cash Flow: $1,091,400

Very profitable Chicago Area 28 ATM Route - $210,000

Chicago, IL

This is a rare opportunity to acquire a profitable portfolio of 28 ATMs located throughout the Chicago and Merriville area. The portfolio generates an average gross profit of $86,501/year and offers...

$210,000

$210,000

Cash Flow: $86,501

Amazing Chicago ATM Processing Route $74k Net - $315,000

Abbott Park, IL

Chicago, IL - ATM Processing Route - Turnkey ATM portfolio for sale $315,000! This great hands-off ATM portfolio of 115 Processing Only ATMs based out of Chicago with locations in different parts of...

$315,000

$315,000

EBITDA: $73,865

Fast-Growing Advisory-Focused CPA Firm for Sale in Raleigh

North Carolina

-Revenue has grown 32% in two years, from $779K in 2023 to over $1M in 2025, with a 2026 projection of $1,100,000 -Cash flow to owner of $444,802 in 2025 (~43%) -Monthly business advisory clients...

$1,300,000

$1,300,000

Established Business Brokerage Territory

$91,000 - Calloway County, KY

$91,000

Calloway County, KY

Judah Dishington

United Franchise Group

NE of Springfield CPA Practice For Sale

Missouri

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $850,000! • Service makeup consists of tax (73%), accounting...

$1,150,000

$1,150,000

Profitable Hampton Roads CPA Practice for Acquisition---VA2069

Hampton City County, VA

NEW Offering: Profitable Hampton Roads CPA Practice for Acquisition---VA2069 Opportunity: Great CPA practice for sale by CPA owner with experienced, talented staff Geographic Location: Hampton Roads...

$2,200,000

$2,200,000

Cash Flow: $1,300,000

Carter Asefi

Gaines BB.

Serving San Francisco County, CA

Built by Franchisees, for Franchisees. FranBizNetwork was founded by Carter Asefi, a veteran M&A advisor and active multi-state franchisee. We don’t just understand the paperwork; we understand the pavement. With experience managing operations, marketing, and customer relations across multiple territories, Carter and the FranBizNetwork team bring a dual perspective to every deal. Why that matters for your transaction: Operational DNA: We look past the spreadsheets to understand the actual health of your operations. 80+ Years of Combined M&A Grit: We use our deep industry history to anticipate "deal-killer" issues before they arise. Multi-State Expertise: We navigate the complexities of different markets and regulatory landscapes with ease. The Right Track, Every Time: Our goal isn't just a closed deal; it’s a successful transition that respects the legacy you’ve built or the investment you’re making. Real-world experience. Professional M&A results. Explore our current listings at www.FranBizNetwork.com.

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Well-Established Triad CPA Firm with Strong Real Estate Niche

North Carolina

-Strong niche in commercial real estate -Increased revenue reaching $2.56M in 2025 -8 experienced CPAs on staff -5% annual fee increases This respected CPA firm has built a longstanding reputation for...

$2,750,000

$2,750,000

Beautiful and Profitable Captive Insurance Agency fully Staffed

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

$1,600,000

Cash Flow: $640,000

Western SC CPA Practice For Sale

South Carolina

• Owner retiring but will be available to assist buyer with transition. • Practice revenues estimated to be around $136,000 for 2026. • Revenues comprised of individual and business tax (68%), monthly...

$150,000

$150,000

Long Standing Agency for Sale in Worth IL

Palos Heights, IL

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an aspiring or experienced insurance professional. Located in Palos...

$325,000

$325,000

Well Established Independent Auto Insurance Agency

Martin County, FL

A rare opportunity to acquire a well established, independent auto insurance agency with over 30 years of operating history on Florida's Treasure Coast. This is not a startup and not a turnaround. It...

$171,000

$171,000

Cash Flow: $96,631

Farmers Agency For sale

Las Vegas, NV

Established Farmers Insurance Agency - Las Vegas Opportunity This thriving Farmers Insurance Agency offers a compelling acquisition opportunity in the dynamic Las Vegas market. With nearly three...

$535,000

$535,000

EBITDA: $165,000

Accounting Practice for Sale in Manchester, VT

Manchester, VT

The practice serves a diverse and loyal client base, consisting of individuals, small and medium size businesses, fiduciaries, and nonprofit organizations. As of the 2024 tax season, the return...

$600,000

$600,000

Cash Flow: $314,000

Mount Prospect/Arlington Heights Area CPA Practice for Sale

Mount Prospect, IL

This well-established, owner-operated CPA firm, located in Mount Prospect/Arlington Heights Area, presents an excellent opportunity to acquire a stable, efficient practice with a loyal client base and...

$125,000

$125,000

Farmers Insurance Agency For Sale In Central Texas

$435,000 - Austin, TX

$435,000

Austin, TX

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

Novato CPA Tax Practice for Sale

Novato, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

Ventura CPA Practice for Sale

Ventura, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte • Approximately 80 individual tax returns with an average fee of $1,260 per return • Approximately 5...

$200,000

$200,000

Cash Flow: $107,500

Zachary CPA Practice for Sale

Zachary, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

$600,000

Cash Flow: $240,000

San Rafael Bookkeeping Practice for Sale

San Rafael, CA

Bookkeeping Practice with Stable, Year-Round Revenue This practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business...

$450,000

$450,000

Cash Flow: $167,164

Consulting & Advisory Franchise – Business Brokerage – Anaheim, CA

Anaheim, CA

An established business brokerage territory is now available in Anaheim, California. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system,...

$59,000

$59,000

Allstate Agency in the Cincinnati, Ohio Area

Clermont County, OH

Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,673,711 in Written Premium, 2,227 Policies in Force, and an 86.63% retention rate. With $450,181 in revenue, this...

$750,000

$750,000

Relocatable Allstate Agency – Established, Profitable & Diverse Client

Illinois

Relocatable Allstate Agency – Established, Profitable & Diverse Client Base A rare opportunity to acquire a well-performing Allstate book of business featuring a strong, loyal Spanish-speaking...

$290,000

$290,000

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

Virtual San Clemente CPA Practice for Sale

Orange County, CA

The owner is a CPA This practice was established in 2001 Software in use includes Lacerte and QuickBooks Approximately $3,00 in annual revenue, via bookkeeping and payroll (14 clients) Approximately...

$140,000

$140,000

Cash Flow: $73,200

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

Durham EA Firm

Durham, NC

THE OPPORTUNITY This Durham-based EA firm offers a nice opportunity for a CPA, EA, or experienced tax professional to acquire a practice with deep community roots and a turnkey operational structure....

$350,000

$350,000

Turnkey EA Practice - Eastern Michigan

Michigan

This well-established Enrolled Agent practice represents a strategic acquisition opportunity for certified public accountants, enrolled agents, or accounting firms seeking expansion through...

$914,267

$914,267

Fiduciary Services Firm - Twin Cities Metro

Minnesota

Turnkey Fiduciary Services Firm — Twin Cities Metro Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a...

$450,000

$450,000

Cash Flow: $272,257

Tech-Forward Virtual CAS Firm With Scalable Advisory Platform

Tennessee

-Owner works approximately 260 hours annually with a strong leadership team managing operations -Value-based subscription model with 3% annual fee increases built in -97% recurring revenue; no tax...

$2,500,000

$2,500,000

Commercial Accounting Company For Sale

Middlesex County, MA

Established in 2012, this well-regarded tax and accounting practice has built a strong reputation for delivering high-quality, dependable service to a loyal base of local business clients. The firm is...

$300,000

$300,000

Cash Flow: $160,000

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

Established Central Florida Title & Closing Company

Orange County, FL

Established Central Florida title and closing company with 36 years of operating history, generating consistent referral-based business from realtors, lenders, and investors. This business specializes...

$450,000

$450,000

Cash Flow: $225,165

CPA Practice for Sale in Providence, RI

Providence, RI

Established tax-focused accounting practice available for acquisition with a retirement-minded owner seeking the right successor. In operation since 2019, the firm has built a solid client base...

$767,000

$767,000

Cash Flow: $354,000

Ryan Scheller

KW Sierra Foothills

Serving Tuolumne County, CA

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Established Insurance Brokerage for Sale - $3M+ Premium

Los Angeles County, CA

In just its first year of operation, the agency has achieved aggressive growth, reaching over $3 Million in Total Premium. The business model is highly stable, generating approximately $250,000 in...

$975,000

$975,000

Columbus-Cincinnati, OH - ATM route for sale

Columbus, OH

15 ATM Locations in the Columbus - Cincinnati, OH area - mainly high-end Hotels - making $21,000/yr NET (outside of Gas and time) for sale for $38,800...

$38,800

$38,800

Cash Flow: $21,000

Leading Business Brokerage Franchise

$99,000 - Santa Clara County, CA

$99,000

Santa Clara County, CA

Judah Dishington

United Franchise Group

ELITE Allstate Agency located North of Raleigh, North Carolina

Wake County, NC

This is a rare opportunity to acquire an ELITE Allstate agency located just north of Raleigh in one of the state’s fastest-growing markets. The agency generates $17.6M in written premium with over...

$4,500,000

$4,500,000

Shakopee Turn-Key $1M Agency For Sale (MOTIVATED SELLER)

Shakopee, MN

A rare opportunity to acquire a turn-key, $1 million insurance agency in Shakopee with the potential to get enhanced bonuses for the first 3 years. This agency provides a good monthly cash flow,...

$100,000

$100,000

Cash Flow: $50,000

Established Insurance Agency

Round Rock, TX

Established insurance agency located in the high-growth market of Round Rock, operating under Farmers Insurance since 2020. The agency generates approximately $80,000 in cash flow, providing immediate...

Not Disclosed

Not Disclosed

Cash Flow: $80,000

Established Farmers Agency – Strong Base, Attractive Market!

Utah County, UT

Established Multi-Generation Farmers Insurance Agency – Strong Base, Attractive Market! This turnkey Farmers Insurance agency represents an exceptional opportunity to acquire an established franchise...

Not Disclosed

Not Disclosed

Cash Flow: $175,000

Northern Lake County, IL CPA Virtual Practice for Sale

Lake County, IL

This established and reputable CPA practice for sale in Northern Lake County, IL represents a turnkey virtual opportunity. The firm has built a strong reputation for delivering quality tax and...

$340,000

$340,000

Libertyville, IL CPA Practice for Sale

Lake County, IL

This well-established CPA firm offers consistent profitability, a balanced service mix, and a strong foundation of loyal, long-term clients. With efficient operations and steady growth over the years,...

$1,250,000

$1,250,000

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

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 Analyzed339
Asking Price$450,000
Reported Revenue$400,000
Reported Seller's Discretionary Earnings$197,594
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$240,000$450,000$900,000

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$226,895$111,229
Median$400,000$197,594
Upper Quartile$766,614$331,393

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 Quartile1.001.80
Median1.222.41
Upper Quartile1.623.22

FAQ's

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

The median asking price for an established Financial Service Business is $450,000, though prices range from under $240,000 to well over $900,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $400,000 and owners earn a median of $197,594, 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 1.62, with a median of 1.22. Earning multiples range from 1.80 to 3.22, with the median at 2.41. This means the typical Financial Service Business may ask for around 1.22 times its annual revenue, and 2.41 times its annual owner earnings.

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