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Financial Services Established Businesses For Sale

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Industry Info
Eastern Iowa (near Cedar Rapids) CPA Tax & Accounting Practice

Cedar Rapids, IA

This well-established, yet growing CPA Tax & Accounting Practice for sale in Eastern Iowa (near Cedar Rapids) has annual gross revenues of approximately $1,506,000. The practice has a quality client...

$1,580,000

$1,580,000

Cash Flow: $802,278

Established Tax Prep & Bookkeeping Franchise

Sarasota, FL

Turnkey, well-established tax preparation and bookkeeping franchise operating in the growing Sarasota, Florida market. The business serves a loyal, recurring client base built over multiple tax...

$140,000

$140,000

Cash Flow: $74,500

$7.3M EBITDA Auto Finance Platform in South Carolina

REAL ESTATE INCLUDED

South Carolina

This established consumer finance platform represents a premier investment opportunity in the automotive finance sector, featuring over 10 years of continuous operations and generating $7.3 million in...

Not Disclosed

Not Disclosed

EBITDA: $7,301,000

REAL ESTATE INCLUDED

Parker CO CPA Practice for Sale

Parker, CO

- Single-Owner CPA practice just outside of Denver, CO - 69% Tax Preparation (47% Individual; 50% Business; 3% Trust/Estate); 31% Bookkeeping - Cashflow to the owner before potentially duplicate...

$325,000

$325,000

Central Labrador (NL) - Established Franchise

Newfoundland and Labrador

•An established franchise is available in Central Labrador, NL, offering a rare opportunity to acquire a well-established tax preparation business with a strong recurring client base and consistent...

$399,000

$399,000

Cash Flow: $134,250

El Dorado Hills CA CPA Practice for Sale

El Dorado County, CA

This practice offers a strong platform for a buyer looking to acquire a full-service CPA practice with excellent cash flow, established client relationships, experienced staff support, and meaningful...

$1,400,000

$1,400,000

Cash Flow: $407,000

Profitable CPA Firm/Tax Practice (Franchise) w/ tons of growth opp

Provo, UT

Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and...

$250,000

$250,000

Tax Business

Fort Collins, CO

Tax Preparation, Bookkeeping and Payroll Service Established accounting tax service in Fort Collins. Serving Fort Collins and the surrounding area for more than 20 years. Majority of business is tax...

$130,000

$130,000

Cash Flow: $128,000

Rural Accounting Firm and Building

REAL ESTATE INCLUDED

Tulsa County, OK

70 miles from Oklahoma City, Well-established CPA practice serving farmers, individuals and small businesses throughout western Oklahoma with a full suite of professional services, including tax...

$225,000

$225,000

Cash Flow: $110,000

REAL ESTATE INCLUDED

Established Insurance Agency for Sale – Stable Revenue & Renewals

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

$575,000

Allstate Agency Central Alabama

Jefferson County, AL

Established Allstate Insurance Agency - Central Alabama This well-established Allstate insurance agency presents an exceptional opportunity in the growing Jefferson County, Alabama market. Operating...

$325,000

$325,000

Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

$1,875,000

Allstate Agency in the Corpus Christi Area

Corpus Christi, TX

Established insurance agency serving the Corpus Christi area with approximately $2.67 million in total written premium, including a strong windstorm portfolio, and generating $268,621 in annual...

$540,000

$540,000

Multi-Revenue Stream Business Brokerage – Proven Model

$75,500 - Oneida County, NY

$75,500

Oneida County, NY

Judah Dishington

United Franchise Group

Los Angeles CPA Firm for Sale

Los Angeles, CA

Established CPA firm with a book of clients for sale in Los Angeles, CA. The Seller is looking to reduce their workload in anticipation of eventual retirement. The Seller is retaining one major client...

$345,000

$345,000

Cash Flow: $208,971

Established Bookkeeping Practice - $140K Recurring Revenue

Minnesota

Established bookkeeping practice serving a regional market south of Duluth. Founded in 1993, the company has built a loyal base of approximately 40 recurring small-business clients through dependable...

$175,000

$175,000

Cash Flow: $78,935

Katrina CBI MAMI

M&A Business Advisors

Serving Carson City County, NV

M&A Business Advisors is a full-service Business Brokerage and M&A Advisory Firm and the Leader in Business Sales & Acquisitions. M&A Business Advisors specializes in the CONFIDENTIAL sale of privately owned businesses in a wide range of industries including Manufacturing, Wholesale Distribution, Service, Retail, Health Care, E-Commerce, Software, Construction, Food & Beverage and more. We use proprietary methods and advanced technology to better serve our clients and accomplish their objectives. M&A Business Advisors are highly respected, experienced Advisors who are recognized as some of the top deal makers in the industry. Our Advisors have extensive backgrounds as well as years of experience and knowledge in a wide range of industries. We work as a “Team” to collaborate and share our knowledge and expertise to best represent our clients. Our Advisors hold some of the top designations in the industry including the Certified Business Intermediaries (CBI) designation issued by the International Business Broker Association (IBBA), the Lifetime Certified Business Intermediaries (L-CBI) designation issued by the International Business Broker Association (IBBA), the Merger and Acquisition Master Intermediary (M&AMI) designation issued by M&A Source, the Certified Business Brokers (CBB) designation issued by the California Association of Business Brokers and the BBP – Industry Expert designation. Our Advisors are considered “Influencers” and have been instrumental in improving the standards and ethics within the industry. Our Advisors are actively involved as industry association Presidents, industry association Board Members, industry association Committee Chairs, industry association Instructors as well as contributors to industry publications. Selling or purchasing a business can be a complex, time consuming process. The process involves 100% commitment and a “hands on” approach by the Advisor along with expertise in a wide range of fields such as finance, accounting, commercial leases, understanding contracts and industry dynamics, managing due diligence, negotiations, preparing contracts and more. Our years of experience along with our proprietary process and ability to work as a team to solve complex issues that arise in transactions is what separates us from the competition. Rest assured that when you are working with a M&A Business Advisor, you are working with the Leader in Business Sales & Acquisitions. Please refer to our website and contact one of our Advisors near you for a complimentary consultation.

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ELITE Allstate Agency in Everett, WA

Everett, WA

Located in Everett, Washington, this established ELITE Allstate agency offers a rare opportunity to acquire a well-maintained, 60-year book of business with a strong history of stability. The agency...

$999,000

$999,000

Northwest Richmond Metro CPA Practice For Sale

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2026 revenues expected around $320,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

$375,000

York County CPA Practice For Sale

York County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be $525,000! • Service mix includes tax (88%) and bookkeeping (12%)....

$630,000

$630,000

Two-Partner CPA Firm for Sale in North Charlotte

North Carolina

-30+ years of referral-only growth across a diverse industry client base -Revenue stable at approximately $1.38M for three consecutive years -$548,100 cash flow at a 40% margin in 2025 -Both partners...

$1,500,000

$1,500,000

North Bay, ON. CPA, Tax and Bookkeeping Practice for Sale.

Ontario

Alan Liverman is pleased to introduce: • Established in 1991, this experienced and respected CPA practice offers a comprehensive suite of income tax and bookkeeping services tailored to both...

$449,000

$449,000

Cash Flow: $165,000

NW of Kansas City CPA Practice For Sale

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $540,000! • Service mix includes tax (77%) and accounting (23%)....

$625,000

$625,000

Raleigh CPA Practice For Sale

Wake County, NC

• Seller retiring but willing to assist buyer in transitioning clients. • 2026 revenues estimated to be over $725,000! • Revenues comprised of individual and business tax (74%) and accounting/client...

$895,000

$895,000

Chicago Based Hybrid CPA Firm

Illinois

- ~35% cash to owner (2025), ~40% cash to owner (2026 projection) - $943,060 (2025) with projected growth to $1,075,000 (2026) - Hybrid operating model with both in-office staff and several remote...

$1,600,000

$1,600,000

Established Business Brokerage - Rare Opportunity!

$76,000 - Kings County, NY

$76,000

Kings County, NY

Judah Dishington

United Franchise Group

Well-Established CPA Firm in Bucks County, Pennsylvania

Pennsylvania

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven...

$600,000

$600,000

Nassau County CPA Practice For Sale

Nassau County, NY

• Seller is transitioning out of accounting industry. Willing to provide transition assistance for as long as needed to help ensure a smooth client transition. • Yearly practice revenues around...

$450,000

$450,000

Southwestern IL Tax & Accounting Practice for Sale - #IL6399

Illinois

This long-established accounting and tax practice for sale in the heart of Southwestern Illinois generates approximately $986,000 in annual gross revenue. The practice has built a loyal and...

$740,000

$740,000

CPA Firm for Sale with Bilingual Client Base and 47% Revenue Growth

Texas

-Bilingual (English/Spanish) full-service firm with a differentiated community presence in one of the fastest-growing markets in the country -Revenue grew 47% over two years, from $2,764,299 in 2023...

$8,100,000

$8,100,000

North of Atlanta Tax 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 $435,000. • Primarily a tax practice with limited annual...

$550,000

$550,000

Well-Established CPA Practice for Sale – Cleveland Suburb, Ohio

Cuyahoga County, OH

This well-established CPA practice has served clients since 1993, offering a comprehensive range of services including live payroll, sales tax, CFO services, bookkeeping, accounting, compiled...

$733,818

$733,818

Plymouth, MA CPA Practice for Sale

Plymouth, MA

This premium CPA practice for sale in Plymouth, Massachusetts is projected to gross approximately $1,675,000 in 2026! Over the years, the seller has cultivated a specialty for providing uniquely...

$1,950,000

$1,950,000

North Dallas, TX Semi-Virtual CPA Practice for Sale

Dallas, TX

The clients included in this sale are loyal, high-quality, consisting primarily of individuals, professionals and the mix of businesses should continue to provide opportunities for continued growth...

$340,000

$340,000

100% Virtual Tax Prep Company

Pottawatomie County, OK

Business Description An exceptional opportunity to acquire a thriving, 100% virtual tax practice dedicated to serving local businesses and individual taxpayers. Established with a foundation of...

$31,000

$31,000

Cash Flow: $25,000

Sale Pending - Mount Dora, FL Allstate Agency for Sale!

Mount Dora, FL

Exceptional Opportunity: Long-Established Allstate Agency for Sale in Mount Dora, Florida Since 1997, this mature Allstate insurance agency has built a solid foundation in one of Central Florida's...

$950,000

$950,000

EBITDA: $228,722

Farmers Insurance Agency for Sale $2.5 Million in Premium

Saint Louis, MO

Saint Louis, MO

John Whitehead

Laura Sanders Realty

Insurance FMO Agency

The Company is a national field marketing organization (FMO) that connects insurance carriers, agencies, and independent agents by providing access to a wide range of insurance products and support...

Not Disclosed

Not Disclosed

EBITDA: $1,150,000

Tax & Acctg Practice- Long-standing, Turn-key!

Hancock County, ME

This unique and niche Financial Services company started in 1992 and has been going strong for over 30 years! The company provides tax, financial, and consulting services to a wide variety of business...

$390,000

$390,000

Cash Flow: $185,000

20+ Year Established National Brand Tax Prep Business

Fort Collins, CO

This is an existing 20+ year national franchise tax prep business located in thriving Ft Collins, CO. We have the highest Google rating in the area and has an experienced staff and great support from...

$200,000

$200,000

Cash Flow: $60,000

Profitable $1.8MM CPA Firm with Staff for sale listing WI1134

Outagamie County, WI

Practice Details: Retiring owners are seeking a qualified Buyer for this profitable CPA practice. In business over 25 years with a loyal and well-established client base. Owners willing to offer...

$2,000,000

$2,000,000

Cash Flow: $500,000

Fully Licensed Brazilian Multiple Bank

Brazil

This transaction represents a rare opportunity to acquire a long-established, fully regulated banking institution with active international transaction capabilities, scalable infrastructure, and...

$69,000,000

$69,000,000

Turn-Key Established South Florida Insurance Agency | $1M+ Commissions

Miami-Dade County, FL

A rare opportunity to acquire a dominant, multi-line insurance agency and brokerage with more than four decades of continuous operation in one of South Florida's highest-premium insurance markets....

$4,500,000

$4,500,000

Cash Flow: $1,128,386

Allstate Agency in Tarrant County (Texas)

Tarrant County, TX

Established Allstate agency in Tarrant County generating $751,970 in annual revenue from a $6.4M written premium book. The agency services 2,011 policies-in-force and maintains an 84.69% retention...

$1,300,000

$1,300,000

Insurance Agency in South Los Angeles, 30 years in business. Staffed

Long Beach, CA

Imagine walking into a thriving insurance agency that's been serving the South Los Angeles community for three decades. This isn't just any agency - it's an Elite Status Allstate location with...

$1,500,000

$1,500,000

Cash Flow: $540,000

Leah Jackson

Keller Williams Northern Michigan Properties

Serving Chippewa County, MI

I am a licensed real estate broker serving Northern Michigan and the Upper Peninsula, dedicated to helping business owners sell for maximum value and guiding buyers toward the right opportunities. With a strong background in real estate, investment properties, and business transactions, I provide a unique advantage for clients whose sales involve both the business and the property it operates from. My approach is built on confidentiality and clear communication. Every business is unique, which is why I create customized marketing plans that reach qualified buyers while protecting sensitive information. From the initial valuation to negotiations and closing, I work closely with clients to ensure a smooth, efficient, and profitable transaction. I handle sales across a wide range of industries, including hospitality, retail, service, manufacturing, and businesses with commercial real estate. Whether you’re looking to sell a long-standing family business, purchase a growing operation, or invest in a new venture, my goal is to make the process seamless and stress-free. As a local expert, I understand the unique opportunities and challenges in Northern Michigan and the Upper Peninsula markets. I leverage targeted advertising, buyer networks, and strong negotiation skills to match the right buyer with the right business — creating win-win results for all parties. If you’re ready to sell your business or explore ownership opportunities, I’m here to provide the expertise, connections, and dedication needed to help you achieve your goals.

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Insurance Agency Allstate Captive 3 Locations LA Cty, Orange Cty, Rive

Santa Ana, CA

Imagine yourself owning a thriving Allstate Insurance Agency that's been serving customers across three prime California markets since 2008. You'll be stepping into a well-established operation...

$7,500,000

$7,500,000

Established 30-Year Insurance Agency for Sale | Strong Book of Busines

Miami, FL

ESTABLISHED 30-YEAR INSURANCE AGENCY FOR SALE | STRONG BOOK OF BUSINESS Well-established and profitable independent insurance agency with 30 years of operating history serving the Miami, Florida...

$750,000

$750,000

Cash Flow: $214,945

Lucrative Consulting Business

$55,000 - Mohave County, AZ

$55,000

Mohave County, AZ

Thomas McKeen

United Franchise Group

Lyon County Tax Practice For Sale

Lyon County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $340,000! • Service mix includes tax (84%) and accounting (16%)....

$340,000

$340,000

Virtual Sacramento CA CPA Tax Practice for Sale

Sacramento County, CA

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA • This practice was established in 2003 • Software used is Lacerte • Approximately 185 individual tax returns with an...

$675,000

$675,000

Cash Flow: $225,000

Southwest Colorado CPA Practice for Sale

Colorado

- Solo, tax-focused CPA practice - 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting - Cash flow to owner before potentially duplicate expenses is...

$185,000

$185,000

High Plains TX CPA Practice for Sale

Texas

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping - Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes...

$1,020,000

$1,020,000

North Central San Antonio TX CPA Practice for Sale

Bexar County, TX

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business) - Cashflow to the owner before potentially duplicate expenses is...

$1,860,000

$1,860,000

Northern Colorado Springs CO CPA Practice for Sale

El Paso County, CO

Single-owner CPA practice with a long history in the community 73% Tax Preparation (53% individuals; 47% Businesses); 15% Bookkeeping; 12% Other (Periodic Reports, Payroll Prep, Consulting,...

$720,000

$720,000

San Diego CPA Tax Practice

San Diego County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, Rightworks hosting, and Practice CS • Approximately $32,700 in annual revenue, via payroll (40 clients)...

$675,000

$675,000

Cash Flow: $226,500

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$419,000
Reported Seller's Discretionary Earnings$202,472
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$975,000

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$236,000$123,214
Median$419,000$202,472
Upper Quartile$830,502$335,272

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 Quartile1.643.39

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 $975,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $419,000 and owners earn a median of $202,472, 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 1.64, with a median of 1.25. Earning multiples range from 1.86 to 3.39, 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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