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Financial Services Businesses For Sale

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Growing CPA Practice - South Central Kentucky Area

Kentucky

Grossing $207,500 | Bank & Seller Financing Available This is a growing and well-run CPA practice located in south central, serving a diverse client base that includes retail businesses, service...

$207,500

$207,500

Frisco, TX Based Virtual Bookkeeping Practice for Sale

Frisco, TX

This Virtually Operated Bookkeeping Practice for sale in Frisco, TX has annual gross revenues of approximately $224,500. Utilizing efficient, cloud-based systems and a fixed monthly fee subscription...

$330,000

$330,000

South Central KS Tax and Bookkeeping Firm

Kansas

THE OPPORTUNITY S Central KS Tax & Bookkeeping Firm is a well established, highly reputable, fully paperless, two-location accounting and tax practice located in South Central Kansas. The seller is...

$425,000

$425,000

North Central AR CPA Firm

Arkansas

THE OPPORTUNITY This CPA firm located in the central part of northern Arkansas has built an excellent reputation by delivering high-quality professional services to a loyal client base. The practice...

$475,000

$475,000

Folsom CA CPA Practice for Sale

Folsom, CA

• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...

$2,400,000

$2,400,000

Cash Flow: $708,000

Established Tax Preparation and Accounting Business

Colorado

This tax preparation and accounting practice is currently under negotiation with a qualified buyer. Once the contract is signed, I will take down the ad for this business. The business serves over 400...

$250,000

$250,000

Cash Flow: $186,000

Northeast Texas Near I-30 CPA Practice for Sale

Texas

This well-established CPA practice for sale in Northeast Texas near I-30 has a well-balanced service mix to generate year-round income and is supported by an experienced staff. With no immediate...

$215,000

$215,000

NW Chicago/NW Suburbs, IL CPA Practice for Sale

Cook County, IL

Cashflow to the owner is exceptional standing at nearly 80% of gross income! Revenue is nicely distributed across three main streams: tax work (60%), accounting/bookkeeping (27%), a few...

$392,000

$392,000

Wealth Management & Financial Advisory Practice

Middlesex County, NJ

Established Wealth Management & Financial Advisory Practice Established financial advisory and wealth management firm offering a broad range of services including retirement planning, investment...

$599,000

$599,000

Cash Flow: $173,469

Tax Preparation and Trust Management Company

The offering consists of the intellectual property of two trusts, hereinafter collectively referred to as the Company. The Company specializes in the sale, operation, and financial management of...

Not Disclosed

Not Disclosed

EBITDA: $456,000

Manufactured Home Brokerage

Clackamas County, OR

This brokerage company has successfully served a niche market for over twenty years providing a full service offering including financing through established lender relationships. The skilled staff...

$625,000

$625,000

Cash Flow: $325,948

Seattle Accounting & Tax Firm Seeking Merger Partner / Practice Leader

Seattle, WA

Established Seattle-Area Accounting, Tax & Advisory Practice Acquisition Opportunity An established accounting, tax, and advisory practice serving small and lower-middle-market businesses in the...

$1,000,000

$1,000,000

Cash Flow: $150,000

Well-Established CPA Firm - Cincinnati / Dayton Area

Ohio

Well-Established CPA Practice for Sale - Cincinnati / Dayton Area, Ohio $516,000 Projected Revenue | Up to 90% Financing Available | Turnkey Opportunity This is a well-established, full-service...

$619,200

$619,200

Leading Business Brokerage Franchise

$99,000 - San Jose, CA

$99,000

San Jose, CA

Judah Dishington

United Franchise Group

Established and Scalable Virtual Assistant Business

Columbus, OH

The business is offering a strong brand reputation and diverse clientele across multiple sectors. From administrative support to marketing and bookkeeping, this remote-operated business provides...

$540,000

$540,000

Cash Flow: $173,000

Skokie, IL CPA Practice for Sale

Skokie, IL

Over the years the seller has been able to cultivate a practice that is a cut above the competition. The bulk of clients are business owners or higher-net-worth individuals that need more than just a...

$1,600,000

$1,600,000

Jay Offerdahl

Viking Mergers & Acquisitions

Serving Mecklenburg County, NC

Viking's leadership in the industry has pioneered and set the professional standard by which all Intermediary firms are measured. Viking Mergers & Acquisitions is committed to work diligently with every client, as an advocate providing a comprehensive consultative approach to each and every business transaction. Our goal is clear: to maximize the value you derive from buying a business.

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$1,000,000 (Rev) Central Connecticut Tax, Accounting & Investment Firm

Connecticut

ABA Advisors represents this tax, accounting and investment advisory practice located in central Connecticut. The firm provides broad-based local accounting, tax, bookkeeping and investment advisory...

Not Disclosed

Not Disclosed

Cash Flow: $576,628

Fast Flexible Financing Company For Sale

Broomfield County, CO

This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...

$349,995

$349,995

Cash Flow: $205,779

Blue Ridge Mountain CPA Practice For Sale

North Carolina

• REDUCED ASKING PRICE TO 1X GROSS! • Seller retiring but willing to assist with transition and available to continue working for one or more tax seasons to support client retention. • Gross revenues...

$286,000

$286,000

Tulsa CPA Firm

Tulsa, OK

THE OPPORTUNITY An established and reputable Tulsa CPA firm is on the market as the owner prepares for retirement. This practice boasts a loyal, long-standing client base and an experienced staff,...

$2,400,000

$2,400,000

Albuquerque CPA Firm

Albuquerque, NM

THE OPPORTUNITY A nice opportunity has become available in the Albuquerque market. This established CPA firm strikes the perfect balance between stable, immediate profitability and a genuinely...

$303,000

$303,000

Elmhurst, IL Tax and Accounting Practice for Sale

Elmhurst, IL

This longstanding practice generates strong cashflow to the owner of about 60% of gross! Additionally, revenues are derived from diverse sources with more than 40% of income coming from...

$465,000

$465,000

CPA Firm for Sale in Desirable SW Charlotte, NC

North Carolina

-Cash flow exceeding 40% in 2025 -Higher-than-average fees across all service lines -Remote-capable operations with cloud-based systems -1,800 owner hours annually with flexible schedule ABOUT THIS...

$1,080,000

$1,080,000

Very Profitable Bakersfield, CA 27 ATM Route - $185,000

Bakersfield, CA

This great ATM portfolio in the Bakersfield CA area for $185,000 has well-placed ATMs in a close geographic footprint. This is a very simple business to learn, operate and grow! $74,000 cash flow...

$185,000

$185,000

Cash Flow: $74,188

Lucrative Consulting Business

$55,000 - Broward County, FL

$55,000

Broward County, FL

Thomas McKeen

United Franchise Group

High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

Southern Westchester Tax Practice For Sale

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

$550,000

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue

Illinois

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue Overview ABA Advisors represents this CPA firm located in a near west suburb of Chicago, just west of Midway Airport. The owner...

Not Disclosed

Not Disclosed

Cash Flow: $239,964

Commission Advance for Realtors Franchise - NJ and NY

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$700,000

$700,000

Cash Flow: $300,000

Profitable Insurance Business for Sale - Own Your Future!

Norfolk City County, VA

Established with a strong foundation in the insurance industry, this independent insurance agency has built a longstanding reputation for personalised service, trusted client relationships, and...

$540,000

$540,000

Cash Flow: $105,180

Accounting practice affluent NW suburb of Chicago, Semi-Absentee

Cook County, IL

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

Not Disclosed

Not Disclosed

Cash Flow: $515,000

Middletown, DE Virtual Accounting & Tax Practice for Sale #DE6379

Middletown, DE

This modern, fully virtual accounting and tax practice in Middletown, DE generates revenues to be sold of approximately $205,000 • Fully remote operating model allows for low overhead, operational...

$285,000

$285,000

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

Accounting Practice for Sale in DFW Metroplex

Tarrant County, TX

Established CPA firm generating approximately $839K in annual revenue with a strong concentration of loyal small business clients. Practice offers a balanced mix of tax preparation, accounting,...

$1,050,000

$1,050,000

Cash Flow: $350,000

Established ELITE Allstate Agency in the Eastern Dallas Metro

Kaufman County, TX

Located in the rapidly expanding Eastern Dallas metro, this ELITE agency has built a dominant local presence with over $14.1M in premium, nearly 5,000 active policies, and more than $2.16M in revenue....

$3,500,000

$3,500,000

Lucrative Consulting Business

$55,000 - Hudson County, NJ

$55,000

Hudson County, NJ

Thomas McKeen

United Franchise Group

Rive Nord Montréal - Cabinet Comptable à vendre

Quebec

Cabinet comptable établi depuis plus de 15 ans, générant un chiffre d’affaires annuel d’environ 525 000 $, avec une clientèle fidèle et diversifiée composée de PME et de particuliers. Situé à un...

$699,000

$699,000

Cash Flow: $242,936

Las Vegas NV EA Tax & Bookkeeping Practice for Sale

Las Vegas, NV

• Seller prefers the buyer to be a CPA or have a CPA on staff due to preparation of financial statements • This practice was established in 2018 • This is not a virtual practice as 90% of clients meet...

$375,000

$375,000

Cash Flow: $199,000

Established Tax Preperation Firm

Providence County, RI

Opportunity to acquire a well-established tax preparation franchise with approximately 15 years of operating history in the Rhode Island market. Supported by a nationally recognized brand, the...

$125,000

$125,000

Cash Flow: $63,780

Established Tax Office | 5-Star Reviews | Turnkey Business

Perris, CA

Established and highly rated tax preparation franchise located in the heart of Perris, serving a strong and growing predominantly Latino market. This turnkey business benefits from excellent...

$279,000

$279,000

Cash Flow: $120,000

E2 VISA Established tax and accounting franchise business

Orlando, FL

Established tax and accounting franchise business with strong recurring revenue, scalable systems, and a predominantly international client base. TAXLEAF MILLENIA operates under the recognized TaxLeaf...

$180,000

$180,000

Cash Flow: $135,000

Established Richmond Tax Prep Business with Strong Client Base!

Henrico County, VA

For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key...

$85,000

$85,000

Cash Flow: $33,945

Established Business Brokerage Franchise Opportunity – North Phoenix

Phoenix, AZ

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the thriving North Phoenix market. Backed by a nationally...

$210,000

$210,000

Rochester (East Side Suburb) Tax and Accounting Practice For Sale

Monroe County, NY

• Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff. • 2025 revenue of $385,000 with 2026 projected around...

$560,000

$560,000

Katie Davis

S.U.R.E. LLC

Serving Mesa County, CO

Driven by Purpose. Grounded in Expertise. At S.U.R.E., LLC, we bridge strategic business insight with the fast‑moving real estate landscape. Based in Grand Junction, Colorado, our full‑service brokerage delivers comprehensive support across commercial real estate, business acquisitions, residential sales, development projects, land transactions, commercial leasing, REO, and foreclosure services. Built on a foundation of integrity and client‑first service, our team brings more than forty years of combined experience to every transaction. We believe exceptional guidance should never depend on the size of your budget. Whether you’re purchasing your first property, expanding a commercial enterprise, or selling a local business, S.U.R.E. provides personalized attention, market clarity, and strategic negotiation from start to finish. With 300+ successful transactions and a strong repeat‑and‑referral client base, we don’t just facilitate deals — we build lasting partnerships. At S.U.R.E., your goals become our mission, and your success becomes our measure.

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Vista CPA Firm for Sale

Vista, CA

Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with...

$330,000

$330,000

Cash Flow: $187,645

Accounting Practice for Sale in Manhattan

New York, NY

Established Manhattan Accounting Practice - Strategic Acquisition Opportunity This well-established accounting practice represents a premier acquisition opportunity in Manhattan's competitive...

$803,000

$803,000

Cash Flow: $275,000

Strong Performing Tax Franchise for Sale

$175,000 - Suffolk County, NY

$175,000

Suffolk County, NY

Van Daughtry

Van Daughtry Consulting, LLC

Western Queens Tax and Accounting Practice For Sale

Queens County, NY

• Seller seeking a partial retirement and willing to assist with a smooth transition to help support client retention and continuity. • Consistent revenue base with seller projecting approximately...

$175,000

$175,000

High-End CPA Practice for Sale – Northeast Cincinnati Suburb, OH

Clermont County, OH

Well-Established, High-End Tax Practice | 25+ Years | Bank & Seller Financing Available This well-established CPA practice has been serving a loyal, high-end client base for over 25 years in a...

$118,506

$118,506

Individual Tax Practice for Sale – Eastern Houston Suburb, TX

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

$163,000

Boise, ID CPA Tax & Accounting Practice

Boise, ID

This well-established CPA Tax and Accounting Practice for sale in Boise, ID has annual gross revenues of approximately $1,303,000. The firm has a quality client base that includes a good amount of...

$1,315,000

$1,315,000

Cash Flow: $491,970

Blount County Virtual Tennessee CPA Practice

Alcoa, TN

• The owner is a CPA • This practice was established in 1987 • 1% of clients meet with the seller and staff • Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual...

$600,000

$600,000

Cash Flow: $250,000

CPA Practice - Hernando County Florida - $365K Revenue

Hernando County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA...

Not Disclosed

Not Disclosed

Cash Flow: $238,948

Virtual CPA Practice Orlando FL – Tax and Bookkeeping $700K+ Revenue

Florida

Virtual CPA Practice For Sale – Orlando Florida – $700K+ Revenue – Tax and Bookkeeping Overview ABA Advisors represents this CPA firm located in the Orlando, FL area. The owner is willing to provide...

Not Disclosed

Not Disclosed

Cash Flow: $400,000

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$220,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$289,975$550,000$995,500

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$259,919$131,680
Median$485,000$220,000
Upper Quartile$929,869$379,000

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 Quartile1.061.97
Median1.252.57
Upper Quartile1.543.44

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 $289,975 to well over $995,500.

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 $220,000, 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 1.06 to 1.54, with a median of 1.25. Earning multiples range from 1.97 to 3.44, 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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