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Financial Services Businesses For Sale

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Industry Info
Long Established Profitable CPA practice including Office building

REAL ESTATE INCLUDED

Tennessee

Seize this rare chance to acquire a thriving, well-established CPA practice paired with a valuable office building! Perfect for a new or mid-level CPA, this turnkey business boasts a loyal client base...

$500,000

$500,000

Cash Flow: $99,372

REAL ESTATE INCLUDED

Houston CPA Practice For Sale

Harris County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be consistent around $1,650,000! • Services offered are tax (64%)...

$1,950,000

$1,950,000

CPA Firm - Turnkey, Growing Profitability and Semi-retired Partner

Ontario

Multiple offers have been received and we are holding all offers until 5:00 PM EST on September 5. Interested parties are encouraged to submit their best and final offers by this deadline for...

$4,500,000

$4,500,000

EBITDA: $1,300,000

Shenandoah Valley Tax and Accounting Practice For Sale

Waynesboro County, VA

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly gross revenues around $230,000. • Revenues comprised of individual and business tax (62%),...

$290,000

$290,000

SE Tulsa Metro Area CPA Firm

Oklahoma

OK1023: There are so many things to like about this growing CPA firm in the SE Tulsa metro area, including a great location, nice mix of services and a strong cash flow to the owners! The client base...

$2,000,000

$2,000,000

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

$500,000 Revenue – Orlando, FL CPA Firm for Sale

Orlando, FL

Overview ABA Advisors is pleased to represent a well-established CPA firm located in the Orlando, Florida area. This practice presents an outstanding opportunity for a qualified buyer to acquire a...

Not Disclosed

Cash Flow: $172,686

Not Disclosed

Cash Flow: $172,686

ATM Routes for Sale in New York

New York County, NY

LISTING ID # 36928 The seller is offering several high-volume ATM routes in parts of New York County and Kings County, all equipped with state-of-the-art Hyosung machines featuring wireless satellite...

$200,000

$200,000

Cash Flow: $210,000

Tax Practice with huge opportunity for growth

Pendleton, OR

Tax practice with 650 clients in 2023. Located at the base of the beautiful Blue Mountains and 30 minutes away from the Columbia River, perfect location for hunters, boaters, and campers....

$125,000

$125,000

Frisco, TX Based Virtual CPA Practice for Sale

Frisco, TX

Centrally located in the highly desirable and affluent Frisco area, this first-rate virtual CPA practice has annual gross revenue of approximately $950,000 and growing. It has built a strong...

$1,200,000

$1,200,000

Highly Profitable Multi-Location Tax & Accounting Practice

Founded in 1994, this thriving firm has built a stellar reputation providing comprehensive tax, audit, bookkeeping, and specialty services across three locations. As of May 2025, the Practice serves...

$10,000,000

$10,000,000

Cash Flow: $1,840,915

Livonia, MI CPA Practice

Livonia, MI

This well-respected CPA Tax & Accounting Practice for sale in Livonia, MI has annual gross revenues of approximately $1,473,000. The practice provides a range of comprehensive tax and accounting...

$1,500,000

$1,500,000

Monterey Peninsula CA CPA Tax Practice for Sale

Monterey County, CA

• The owner is a CPA • This firm was established in 1970 • Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX • Approximately 213 individual tax returns with an...

$950,000

$950,000

Cash Flow: $307,000

Side Hustle or Full Time Bus Cost Analysis w/ BIG Profits from Home!

Michael Stavrinakis

Stavrinakis Franchise & Business Brokerage

Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

Profitable $2.9M CPA practice with 4 offices and staff Listing MN1116

Dakota County, MN

Listing MN1116 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established...

$3,500,000

$3,500,000

Justin Cotta Holmes

Transworld Business Advisors of Maine

Serving Cumberland County, ME

Transworld Business Advisors of Maine is a full service business brokerage and franchise consulting firm based in Hallowell, ME. Transworld is the world leader in the marketing and sale of businesses and franchises. The idea of brining together a team of experienced professionals from a wide array of backgrounds to help small business owners to grow or transition their companies, may not be entirely new original, but it is certainly new to Maine. This was the inspiration behind Transworld Business Advisors of Maine, founded by Juliet Kelsey-Holmes. Juliet brings over two decades of experience in working with small and large companies across the state. As a Maine native, Juliet is excited to now be working with businesses right here in her home state. As the daughter of a small business owner, she knows very well the struggles and sacrifices necessary to be successful. Through assembling a team and network of professional advisors in finance, recruiting, sales, real estate, legal and accounting, Transworld Business Advisors of Maineis able to offer a menu of services unlike any other firm in Maine and beyond.

Contact Me >

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Northwest Kentucky - Tri-State area Practice for Sale

Kentucky

• Well established, single owner CPA practice • 63% tax preparation, 24% accounting & payroll, 13% other • Strong staff in place, including a CPA and an EA • Seller discretionary earnings over 55% of...

$2,450,000

$2,450,000

Northern Plymouth County, MA CPA Practice for Sale

Plymouth County, MA

This well-established CPA practice is located in an affluent and highly desirable suburb of Boston, MA and has annual gross revenue of approximately $1,165,000. The practice boasts a loyal,...

$900,000

$900,000

Lanaudière Sud, QC – Clientèle corporative à vendre – CPA auditeur

Quebec

- Clientèle corporative semi-virtuelle - Exigence : Acheteur détenteur du titre CPA-auditeur et habilité à signer des rapports de mission d’examen. - Situé dans Lanaudière Sud, à environ 15 minutes de...

$256,000

$256,000

Cash Flow: $170,000

CPA Firm for Sale with Low Owner Hours and Strong Cash Flow

British Columbia

-Owner hours less than 2,000 -Cash flow approximately 50% -Staff has capacity for new work This well-established firm is built on long-term client relationships and a highly personalized,...

$400,000

$400,000

Profitable Check Cashing, Payday Loan business for sale.

Macomb County, MI

Profitable Payday Loan, Check Cashing business for sale. Not franchised. Has one owner. Business was established in 2008. High volume business with payday loans, check cashing services. You can add...

$125,000

$125,000

Cash Flow: $50,100

Boutique HOA Management Company-Orange & LA County

Los Angeles County, CA

Boutique HOA Management Company- Serving 18 large communities across Orange County and the San Gabriel Valley, this established firm provides full-service HOA management with an impressive 100% client...

$280,000

$280,000

Cash Flow: $87,745

Global IT Services Provider

Buenos Aires

Information Technology Services, with a focus on value-added services (software development, IT support, managed services). The Company is a well-established global IT services provider with a...

$8,250,000

$8,250,000

East Central Oklahoma Tax and Accounting Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly revenues being sold around $355,000. • Revenues comprised of Individual and business tax (87%) accounting and...

$390,000

$390,000

Dream Franchise-Property Tax Liens & Protest App-Live on The App Store

Albuquerque Virtual CPA Firm

New Mexico

NM1004: The seller of this virtual CPA firm in Albuquerque is ready to retire. The ideal buyer is an experienced CPA who also has knowledge of the NM Gross Receipts System or a willingness to learn....

$875,000

$875,000

Syracuse CPA Firm

New York

NY1003: The seller of this CPA firm in Syracuse is approaching retirement and is seeking a buyer with public accounting and tax preparation experience. The firm boasts a loyal client base and a nice...

$340,000

$340,000

Overland Park CPA Firm

Overland Park, KS

KS1114: The seller of this Overland Park CPA firm is approaching retirement and is ready to sell. The firm is well established and well known in the area. High retention rate, strong referral sources...

$290,000

$290,000

Well Established Tax & Accounting Firm

King County, WA

This tax firm offers a full suite of services year-round. These include individual and business tax preparation, bookkeeping, payroll support, and small business advisory. Specialized offerings also...

$525,000

$525,000

Cash Flow: $175,000

St Charles CPA Firm

Saint Charles, MO

MO1167: There is so much to like about this St Charles CPA Firm! The business is well established, growing and in a great, visible location with easy ground floor access. The firm offers a nice cash...

$495,000

$495,000

Established Tax Preparation and Check Cashing buisness for sale

Murray County, GA

Started as a check cashing business in 1999. Starting Tax Preparation in 2008. Same location since business started. Road frontage on very busy road in the city with easy access to other cities. Could...

$25,000

$25,000

Cash Flow: $90,000

Allen, TX CPA Practice for Sale

Allen, TX

Located in an affluent and highly desirable northern suburb of the DFW Metroplex, this premier CPA practice has annual gross revenue of approximately $993,000. The practice has a loyal, long-standing...

$1,290,000

$1,290,000

Dallas (Farmer's Branch), TX CPA Practice for Sale

Dallas County, TX

This well-established CPA practice for sale in the Farmer's Branch area of North Dallas, has been serving a loyal client base for over 20 years. The practice is the perfect size and opportunity for an...

$220,000

$220,000

HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$699,999

$699,999

Cash Flow: $1,950,000

Simi Valley EA Firm for Sale

Simi Valley, CA

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale with the Sellers transitioning approximately...

$625,000

$625,000

Real Estate Investing Opportunity for Beginners

Dickinson, ND CPA Practice for Sale

Dickinson, ND

This well-established CPA practice in Dickinson, ND, generates annual gross revenues of approximately $446,000. The firm has built an excellent reputation in the community and has cultivated a loyal...

$350,000

$350,000

Taunton, MA CPA Practice for Sale

Taunton, MA

Price reduced!!! This long-standing firm has a strong fee structure in place leading to cashflow to the owner of over 50% of gross income. Revenue streams are desirably diverse, and include individual...

$595,000

$595,000

Turnkey, Highly Profitable Accounting Firm in Prime Chicago Suburb

Lake County, IL

This is a rare opportunity to acquire a well-established, highly profitable accounting firm located in a desirable and growing suburb of Chicago. The practice enjoys a loyal client base and consistent...

$2,159,801

$2,159,801

Cash Flow: $1,094,038

East of Pittsburgh CPA Practice For Sale

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2025 are expected to settle at $467,000! • The service mix includes tax (66%) and...

$515,000

$515,000

Bookkeeping Franchise Ready For A New Owner

San Antonio, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive San Antonio, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation...

$15,000

$15,000

Check Cashing and Financial Services Store in Worcester, MA

Worcester County, MA

Established check cashing business located on main street. Affordable rent, superior franchise support. Business offers all financial services including check cashing, bill payments, wire transfers,...

$50,000

$50,000

33 YEAR Tax Preparation Business

Rensselaer County, NY

Are you looking to take over a well-established Accounting Tax Practice business in New York, United States? Look no further - we have an exciting opportunity for you! Founded in 1992, this thriving...

$175,000

$175,000

Cash Flow: $146,550

Medford, OR EA Practice for Sale

Jackson County, OR

• The owner is an EA • This practice was established in 1970 • Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome, Adobe PDF, MS Office, GoogleDocs • Approximately...

$300,000

$300,000

Cash Flow: $255,000

Franchise Resale Ready

FBA Franchise Resale Ready

Serving Kent County, MI

Are you thinking about selling your franchise or pursuing your dream of being your own boss? Stop searching! We are the leading experts in franchise resales, equipped with a nationwide network of experienced brokers and numerous resale options. Contact us now and tap into our vast knowledge, invaluable expertise, and incredibly affordable fees. Seize control of your future and make the best decision for your business.

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Profitable, Cloud Audit Practice with Low Owner Hours in Miami!

Florida

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic...

$1,700,000

$1,700,000

Loyal Clients and High Average Fee CPA Firm for Sale in DC Metro

Maryland

-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3...

$1,300,000

$1,300,000

Loan Service Businesses FOR SALE ("TURN-KEY")

Allstate Elite Agency, acquire a top-performing elite agency

Queens, NY

Turnkey Opportunity: Acquire a Top-Performing Elite Allstate Agency Established in 1997, this elite-status Allstate insurance agency represents an exceptional acquisition opportunity in Queens, NY....

$4,999,998

$4,999,998

EBITDA: $1,190,000

Southeastern New Mexico CPA Practice for Sale

New Mexico

We are pleased to present an exceptional CPA Firm for sale located in Southeastern New Mexico with annual gross revenues of approximately $882,000. This highly profitable practice presents the perfect...

$970,000

$970,000

Accounting Practice for Sale in Arlington, TX

Arlington, TX

Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999. Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years....

$312,500

$312,500

Cash Flow: $154,000

Accounting Practice for Sale in Long Beach Island, NJ

Beach Haven, NJ

$9,700 in Bookkeeping Services Revenue $91,000 in Individual Tax Return Revenue $64,000 in Business Tax Return Revenue $11,000 Other Projects Revenue $6,500 in Sales Tax Revenue $20,000 in Annual...

$200,000

$200,000

Cash Flow: $90,000

South Coast, MA CPA Practice for Sale

Bristol County, MA

We are pleased to present an exceptional CPA Firm for sale located in South Coast, MA with annual gross revenues of approximately $515,000. This successful and reputable practice offers an opportunity...

$640,000

$640,000

High-Profitability Book of Business For Sale!

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

$800,000

Northwest Metro CPA Firm - $900K+ Revenue

Minnesota

The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the...

$900,000

$900,000

Cash Flow: $333,514

Buy a Financial Services Business

Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.

Some of the most popular categories of financial services businesses include:

  

Market Overview

Number of Business Listings Analyzed   936
Median Asking Price   $500,000
Median Reported Revenue   $430,000
Median Reported Earnings   $210,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

  

Financial Services Business Valuation Multiples

Range Revenue Earnings (SDE)
Lower Quartile   1.02 1.81
Median   1.18 2.36
Upper Quartile   1.46 3.13
Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price.

  

Read the Report:

Financial Services Business Valuation Benchmarks

  

Sell Your Financial Services Business

For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.