All Locations

Financial Services Businesses For Sale

Showing 1,179 results sorted by
Industry Info
Cumberland County CPA Practice For Sale

Cumberland County, PA

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to increase to approximately $500,000! • Solid book of services including tax (69%),...

$600,000

$600,000

Walnut Creek CPA Firm for Sale

Walnut Creek, CA

Established CPA firm for sale in Walnut Creek, California. The practice was established in 2012 and began primarily as an audit practice. It has since diversified into tax, client accounting services,...

$1,150,000

$1,150,000

Cash Flow: $466,822

Profitable CPA Practice for Sale – Indianapolis, Indiana Area

Indianapolis, IN

This well-established and highly profitable CPA practice serves a diverse client base throughout the Indianapolis area, with a strong mix of tax compliance, accounting, payroll, and consulting...

$2,764,237

$2,764,237

Established Tax and Accounting Firm With Cash Flow Above 50%!

Colorado

-Cash flow to owner is projected around $800,000 for 2026 -Nearly paperless operations with well-documented workflows supporting independent staff coverage -Revenue approaching $1.6M, with systematic...

$3,000,000

$3,000,000

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...

$127,000

$127,000

Reisterstown, MD CPA Tax & Accounting Practice

Reisterstown, MD

This well-established CPA Practice for sale in Reisterstown, MD has annual gross revenues of approximately $209,000. The practice has built a loyal, high-quality client base consisting predominantly...

$290,000

$290,000

Cash Flow: $170,000

Rare Independent P&C Insurance Agency - In Naples, FL

Collier County, FL

This is a very rare opportunity to own a fully operable P&C Insurance Agency located in one of the most desirable Florida markets, Naples. This agency has been in business for almost 14 years and is...

$1,800,000

$1,800,000

Cash Flow: $287,563

Fayetteville Tax and Accounting Practice (CPA Owned) For Sale

Cumberland County, NC

• Seller retiring but willing to assist buyer in transitioning ownership. • 2026 revenues to be around $210,000. • Revenues comprised of individual and business tax (88%), accounting/bookkeeping (10%)...

$250,000

$250,000

ELITE Allstate Agency | Northeast DFW

Dallas County, TX

This Elite Allstate agency offers an opportunity to step into an established book of business with strong scale and a proven track record in the Northeast DFW market. The agency generates $1,363,121...

$2,500,000

$2,500,000

Reliable Tax Planning and Bookkeeping Solutions for Sale!

Hampton City County, VA

This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company...

$350,000

$350,000

Cash Flow: $77,443

A Highly Specialized, U.S.-based Accounting and Tax Advisory firm

Washington County, OH

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation,...

Not Disclosed

Not Disclosed

EBITDA: $1,636,000

East Tennessee CPA Practice for Sale

Tennessee

• The owner is a CPA • This practice was established in 1995 • Software in use includes Drake, EasyAcct • Approximately $121,100 in annual revenue, via bookkeeping (40 clients) • Approximately $42,800...

$650,000

$650,000

Cash Flow: $338,000

North Arlington, TX CPA Practice for Sale

Arlington, TX

This long-standing CPA practice is conveniently located in North Arlington, TX and has annual gross revenue of approximately $505,000. The practice has served a loyal base of individual and business...

$605,000

$605,000

Cash Flow: $229,190

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

Quick Sale! Profitable Tax Business with 30 Years of Clients

Pleasant Hill, CA

After more than 30 years of serving the community, this well-established tax preparation business is available for sale. This is a turnkey opportunity for a tax professional, CPA, EA, bookkeeping...

$442,500

$442,500

Northern Idaho (Upper Panhandle) CPA Practice for Sale #ID6531

Idaho

This long-standing practice for sale in Northern Idaho generates approximately $600,000 in annual gross revenue. The practice serves a solid base of business and individual clients across a variety of...

$690,000

$690,000

Dean Burnette

Best Business Brokers

Serving Chatham County, GA

At Best Business Brokers, we pride ourselves on being the premier business brokerage and commercial real estate firm in the Southeast USA. Our team of experienced and dedicated professionals is committed to providing exceptional service, expert guidance, and unparalleled results for our clients. With a collective wealth of knowledge and expertise spanning various industries, our team is uniquely positioned to navigate the complexities of buying, selling, and owning a business or commercial property. From manufacturing and hospitality to Main Street businesses, restaurants, and more, our specialized brokers are equipped to handle even the most intricate transactions. Meet Our Team of Experts: • Brian Judson, Senior Business Broker (Savannah, GA) - Seasoned expert with a proven track record of success • Keith Turner, Business Broker (Savannah, GA) - Manufacturing and Commercial Real Estate Specialist • Tatiana Yagecic, Business Broker (Charleston SC) (Hospitality Expert) - Skilled in navigating the unique challenges of the hospitality industry • Michael Gay, Business Broker (Macon, GA) - Retired banker with a keen eye for profitable businesses • La’Keisha Mondrey, Business Broker (Atlanta, GA) - Main Street business specialist with a passion for community development • David Siu, Business Broker (Restaurant and Commercial Real Estate Expert) - Savvy navigator of the restaurant and commercial real estate landscape • Dean Burnette, Managing Broker (Southeast Region) - Seasoned leader with a deep understanding of the Southeastern market Our Commitment to You: At B3, we understand that every business and commercial real estate transaction is unique. That's why we take a personalized approach to each client, providing tailored guidance and support every step of the way. Our team is dedicated to building long-term relationships, delivering exceptional results, and exceeding your expectations.

Contact Me >

Contact me
Tallahassee, FL Area – CPA Practice for Sale – $300K Revenue

Leon County, FL

Tallahassee, FL Area – CPA Practice for Sale – $300K Revenue ABA Advisors represents this CPA practice located in the Tallahassee, FL area. The seller is willing to provide transitional assistance to...

Not Disclosed

Not Disclosed

Cash Flow: $181,528

San Francisco ATM Processing Portfolio - 157 ATMs - $279,000

San Francisco, CA

ATM portfolio for sale $279,000! This amazing hands-off ATM portfolio of 157 Processing Only ATMs in California is such an opportunity. The portfolio has Average Monthly Net Profit Income of $5079.59...

$279,000

$279,000

Cash Flow: $60,955

Turnkey Tax Preparation Book of Business - 450+ Clients

Middlesex County, MA

A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes...

$90,000

$90,000

$1.6M Niche CPA Audit Firm

Massachusetts

Well-established Massachusetts CPA practice with approximately $1.6 million in 2025 gross receipts. The firm offers a niche audit service. The owner is willing to remain involved for a reasonable...

Not Disclosed

Not Disclosed

Cash Flow: $522,000

Profitable captive Insurance agency for sale

Washington County, UT

Serious inquiries only! You will need to acquire an insurance license and have $100,000 in liquidity to apply for this business. to Established insurance agency for sale with 1400 policies in force...

$240,000

$240,000

Cash Flow: $240,000

Check Cashing Business & Smoke Shop for Sale

Skagit County, WA

# Business Listing Description This is a rare opportunity to acquire a family-owned Smoke Shop and Western Union & Check Cashing business that have been successfully operated together for years. The...

$200,000

$200,000

Greenville Metro Area CPA Practice For Sale

Greenville County, SC

• Owner is retiring and is available to assist with a smooth transition, as mutually agreed. • Seller estimates approximately $260,000 in 2026 gross revenues. • Revenues comprised of individual and...

$325,000

$325,000

ELITE Allstate agency in the Northeast Dallas Area

Dallas County, TX

This Elite Allstate agency offers an exceptional opportunity to acquire a well-established operation with significant scale and a strong presence in the Northeast Dallas market. The agency generates...

$8,000,000

$8,000,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

CPA Firm for Sale - Fairfield County, CT - $775,000 Revenue

Fairfield County, CT

CPA Firm for Sale - Fairfield County, CT - $775,000 Revenue Overview ABA Advisors represents this CPA firm located in eastern Fairfield County, CT. This is a one owner firm where the owner is willing...

Not Disclosed

Not Disclosed

Cash Flow: $373,514

Westmoreland County CPA Practice For Sale

Westmoreland County, PA

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $340,000! • Year-round service of tax (80%) accounting...

$350,000

$350,000

Allstate Agency in Fremont/Marblehead, Ohio

Marblehead, OH

This established Marblehead/Fremont agency offers a strong book of business with 2,670 policies and an impressive 91.22% retention rate, reflecting a loyal and well-established customer base. The...

$599,000

$599,000

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

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

Greater DC Area CPA For Sale

Loudoun County, VA

• Owner retiring but willing to assist buyer through initial tax season to ensure maximum retention. • Gross revenue for 2026 projected around $180,000! • Revenues comprised of individual and business...

$225,000

$225,000

NW Chicago Suburb Accounting Firm Grossing $644k

Cook County, IL

Northwest Chicago Suburb Tax and Accounting Practice For Sale Grossing $644,416 | Up to 90% Bank & Seller Financing Available This well-established Northwest Chicago-area practice offers strong growth...

Not Disclosed

Not Disclosed

Cash Flow: $203,937

Highly Profitable CPA Practice Located In NW Indiana

Indiana

This well-established and highly profitable CPA practice in the Northwest Indiana area is available for sale due to the owner's upcoming retirement. The practice offers solid average fees per client...

Not Disclosed

Not Disclosed

Cash Flow: $330,367

Summit County CO CPA Practice for Sale

Summit County, CO

- Single-owner CPA practice - 78% Tax Preparation (55% Individual; 45% Business); 11% Payroll; 10% Tax Planning; 1% Bookkeeping - Cash flow to owner before potentially duplicate expenses is...

$450,000

$450,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

Established Three-Partner CPA Firm Serving Southern VT & Northern MA

Massachusetts

-15+ tenured and loyal staff with deep institutional knowledge -Full-service practice: tax compliance, audit and assurance, and estate and trust work -Loyal client base spanning individuals,...

$3,200,000

$3,200,000

Mobile, AL CPA Practice for Sale

Mobile County, AL

• The owner is a CPA • This practice was established in 1990 • Software in use includes ProSeries, Peachtree • Approximately $77,400 in annual revenue, via bookkeeping (32 clients) • Approximately 300...

$350,000

$350,000

Cash Flow: $197,300

High Average Fee CPA Tax Practice in Downtown Chicago

Chicago, IL

This well established CPA tax practice in downtown Chicago has built a loyal, recurring client base with very strong average 1040 fees, the average individual return generates over $700. The practice...

$226,192

$226,192

Established Individual Tax Practice for Sale - Western Illinois

Knox County, IL

Location: Western Illinois Asking Price: 1.0x Gross Billings Based on Retention Terms: 1/2 to 3/4 down, balance negotiable Reason for Selling: Retirement 2026 Projected Revenue Breakdown Personal Tax...

$113,290

$113,290

Davis EA Firm for Sale

Davis, CA

Established Enrolled Agent tax practice for sale in Davis, California. The practice is operated by an EA with more than 23 years of experience serving the Davis community. The Seller is looking to...

$248,000

$248,000

Cash Flow: $132,828

Eastern Montgomery County CPA Practice For Sale

Montgomery County, PA

• Owner seeking retirement and available for transitional assistance as agreed with CPA buyer. • 2026 gross revenues to increase to approximately $891,000! • Desirable mix of services including tax...

$1,260,000

$1,260,000

Escondido, CA EA Practice for Sale

San Diego County, CA

• The owner is an EA • This practice was established in 2010 • Software in use includes Crosslink • Approximately $117,840 in annual revenue, via bookkeeping (40 clients) • Approximately $17,320 in...

$425,000

$425,000

Cash Flow: $143,000

Multi Unit Tax Franchise

Attleboro, MA

Acquire a well-established tax preparation business operating from three strategically located offices with a long-standing reputation for delivering reliable tax, bookkeeping, and financial services....

$580,000

$580,000

Cash Flow: $250,765

Contact me
Southern Westchester County Audit and Tax Practice For Sale

Westchester County, NY

• Owner is seeking to transition ownership while remaining with the practice, providing exceptional continuity for clients and staff. • Gross revenue projected around $1,000,000 for 2026! • Revenues...

$1,200,000

$1,200,000

Tax and Accounting Practice Bucks County, PA - $173,000 Revenue

Bucks County, PA

Tax and Accounting Practice For Sale - Bucks County, PA - $173,000 Revenue Overview This tax and accounting practice generates an impressive 83% Seller’s Discretionary Earnings (SDE) margin. Located...

$230,000

$230,000

Cash Flow: $143,590

Consulting Business– NW Houston & The Woodlands

$55,000 - Houston, TX

$55,000

Houston, TX

Thomas McKeen

United Franchise Group

Milwaukee Metro CPA/EA Tax Practice

Milwaukee County, WI

This CPA/EA Tax practice seeks a new owner for the Tax Clients due to a departing Partner. 250 Individual Returns and 50 Business Returns Double digit growing 3 year revenue trend. Good rates and...

$200,000

$200,000

Virtual CPA Firm Serving Exclusive Medical Niche with 50%+ Cash Flow

North Carolina

-Exclusive medical niche, with deep specialized industry expertise -Cash flow to owner exceeding 50%, with fees increasing 4 to 5% annually -Low owner hours, with a dedicated, low-turnover team...

$850,000

$850,000

Highly Credentialed CPA Firm with 2 Owners Continuing to Run Company

Georgia

-Established reputation serving an affluent client base -Well-developed niche spanning audit, review, and tax engagements -Approximately $2.95M in revenue with consistent, organic growth driven...

$4,000,000

$4,000,000

Chico CA CPA Practice for Sale

Butte County, CA

Established in 1995, this well-established CPA practice offers an excellent opportunity for a local CPA or accounting firm seeking to expand its client base. 2026 Projected gross revenue has increased...

$875,000

$875,000

Cash Flow: $275,000

Eureka CA CPA Practice for Sale

Humboldt County, CA

Established Humboldt County CPA Practice – Serving Clients Since 1982 Practice highlights: • The owner is a CPA • Software in use includes Lacerte • Seller prefers a buyer located in Humboldt County...

$475,000

$475,000

Cash Flow: $164,000

Virtual Audit and Tax Practice for Sale – $680,000+ Revenue

Virtual Audit and Tax Practice for Sale – $680,000+ Revenue Overview ABA Advisors represents this fully virtual audit and tax practice with clients all over the United States. The owner wishes to exit...

Not Disclosed

Not Disclosed

Cash Flow: $430,918

East Boulder County CO CPA Practice for Sale

Boulder County, CO

- Single-owner CPA practice in vibrant, growing community - Stable practice in same location for over 35 years - Demonstrated strong revenue growth for several years is expected to continue for 2026...

$900,000

$900,000

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 Analyzed404
Asking Price$550,000
Reported Revenue$485,000
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$997,750

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$260,347$132,621
Median$485,000$220,250
Upper Quartile$930,656$379,074

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 Quartile1.072.00
Median1.252.57
Upper Quartile1.543.46

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 $997,750.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $485,000 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 1.54, with a median of 1.25. Earning multiples range from 2.00 to 3.46, 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.

More for Business Owners

Create an Owner AccountSell Your BusinessFind a Business BrokerLearn About Selling a Business

More for Business Buyers

Create a Buyer AccountLearn About Buying BusinessesGet BizBuySell Edge