Attleboro, MA
Financial Services Businesses For Sale
Industry Info
Multi Unit Tax Franchise
Southern Westchester County Audit and Tax Practice For Sale
Westchester County, NY
Tax and Accounting Practice Bucks County, PA - $173,000 Revenue
Bucks County, PA
Milwaukee Metro CPA/EA Tax Practice
Milwaukee County, WI
Virtual CPA Firm Serving Exclusive Medical Niche with 50%+ Cash Flow
North Carolina
Highly Credentialed CPA Firm with 2 Owners Continuing to Run Company
Georgia
Chico CA CPA Practice for Sale
Butte County, CA
Eureka CA CPA Practice for Sale
Humboldt County, CA
Virtual Audit and Tax Practice for Sale – $680,000+ Revenue
East Boulder County CO CPA Practice for Sale
Boulder County, CO
Full Accounting Software Business for Sale in WA
King County, WA
ELITE Allstate Agency in Everett, WA
Everett, WA
Sacramento CPA Practice
Sacramento County, CA
Consulting Business– NW Houston & The Woodlands
$55,000
Houston, TX
La Mesa CPA Firm for Sale
La Mesa, CA
NW Georgia CPA Practice For Sale
Georgia
Penny Papaioannou
Atlantic Business Brokers
Serving Camden County, NJ
Atlantic Business Brokers, LLC: Your Trusted Partner in Selling Your Business Atlantic Business Brokers, LLC helps business owners confidentially sell small to mid-sized businesses across New Jersey, Pennsylvania, and Delaware. Serving sellers since 2006, we provide a structured, data-driven process designed to maximize value, attract qualified buyers, and drive transactions to a successful close. Whether you are preparing for an exit now or planning a sale in the next 6–24 months, our team delivers the expertise, discretion, and execution required to get results. Why Choose Atlantic Business Brokers? Local Expertise in NJ • PA • DE With deep regional market knowledge and transaction experience across the tri-state area, we understand buyer behavior, valuation drivers, and the factors that influence deal certainty. From valuation through closing, we guide you through each stage with clear expectations, disciplined timelines, and professional deal management. Extensive Network of Qualified Buyers We bring your opportunity to serious, vetted buyers—including owner-operators, strategic acquirers, and financial buyers—helping drive stronger interest, better offers, and a smoother path to closing. Strict Confidentiality and Buyer Screening Confidentiality is non-negotiable. We protect your business reputation and daily operations through an NDA-first process, qualified buyer screening, and discreet marketing protocols. Tailored Marketing Strategies That Create Leverage Every business is marketed with a customized strategy that highlights its strengths and positions it effectively to buyers in the local market and nationally. When applicable, we prepare professional sale materials, including a Confidential Information Memorandum (CIM), to support buyer confidence and accelerate decision-making. Ready to Take the Next Step? If you own a business in New Jersey, Pennsylvania, or Delaware and are considering a sale, now is the time to understand what your business could be wo
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CPA Practice
Bozeman, MT
Southwest of Fort Worth, TX CPA Practice for Sale
Texas
Turnkey P&C Agency
Mclennan County, TX
Bookkeeping and Tax Practice - Established 1998
Ontario
Established Trading Platform for Sale
Rockwall County, TX
Farmers Insurance Agency - $150K Income - Vietnamese
San Jose, CA
Farmers Insurance Agency – $170K Income – Mandarin/Cantonese
San Jose, CA
100% Virtual Tax Prep Company
Pottawatomie County, OK
Established Business Brokerage – Prime Nashville Market
$67,500
Nashville, TN
High-Volume Tax Firm With 50% Cash flow and Tenured Staff
Alabama
Established Billingual Spanish Agency for Sale in Riverside County, CA
Riverside County, CA
North Shore, MA CPA Tax & Attest Firm for Sale
Middlesex County, MA
Acton-Boxborough, MA Area CPA Tax Practice for Sale
Middlesex County, MA
CPA Practice for Sale – Naperville, IL - $250,000 Revenue
DuPage County, IL
Established Expense Reduction Business
Atlanta, GA
PASSIVE cash flow commercial lease investment opportunity!
Clark County, NV
Asheville CPA Practice For Sale
Buncombe County, NC
Stoughton, MA CPA Practice for Sale
Norfolk County, MA
Hybrid CPA Firm With Low Owner Hours and 50%+ Cash Flow
British Columbia
Established Business Brokerage - Strategic Georgia Market
$60,000
Muscogee County, GA
Allstate Agency in Ann Arbor, MI
Ann Arbor, MI
Houston Northwest Tax and Accounting Practice (53% Accounting)
Houston, TX
High Profit Chicago North Shore Area Tax and Accounting Practice
Lake County, IL
CPA & Accounting Practice — Overland Park, Kansas
Johnson County, KS
Overland Park CPA Firm
Overland Park, KS
Northern VA VIRTUAL Tax Practice (CPA Owned) For Sale
Norfolk City County, VA
Pelham, AL CPA Practice for Sale
Shelby County, AL
SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
Colton, CA
Brent CCIM
Metroport Industrial Advisors
Serving Grayson County, TX
At Metroport Advisors we brings decades of real world experience in financial analysis, business development, commercial real estate, and business transactions to the table to serve you. In addition to brokering many commerial real estate transactions Brent has a 35+ year history of launching, growning , and selling his own businesses as well. While our business is local our reach is national. eXp Commercial is an international commercial real estate brokerage with brokers in all 50 states.
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Highly Profitable CPA Tax Practice Located in Popular SW Chicago Burb
Cook County, IL
Alberta CPA Firm With Steady Growth and Strong Staff Retention
Alberta
Lucrative Business Consulting Firm for Sale
$55,000
Clark County, NV
CPA Tax Practice Grossing $465k For Sale In Louisville, KY
Louisville, KY
Tax Preparation Book of Business | Lancaster County, PA
Lancaster County, PA
$3.6 million Gross Hospitals and EMS 3 Clients 60% concentrated
Virginia
Akron Area CPA Practice Grossing $175k
Ohio
North Bergen County, NJ CPA Practice for Sale
Bergen County, NJ
Accounting Practice for Sale in Bristol County, Massachusetts
Somerset, MA
Insurance Agency Business for Sale
Charleston County, SC
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 Analyzed | 405 |
| Asking Price | $550,000 |
| Reported Revenue | $489,000 |
| Reported Seller's Discretionary Earnings | $220,500 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $290,000 | $550,000 | $997,000 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $262,299 | $132,890 |
| Median | $489,000 | $220,500 |
| Upper Quartile | $929,869 | $379,294 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.07 | 2.00 |
| Median | 1.25 | 2.57 |
| Upper Quartile | 1.55 | 3.45 |
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 $997,000.
How much do Financial Services Businesses owners earn?
The median reported revenue of Financial Services Businesses is $489,000 and owners earn a median of $220,500, 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 2.00 to 3.45, 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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