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Financial Services Businesses For Sale

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Industry Info
Minimal Owner Involvement, Non-Franchised Tax Practice For Sale

Indiana

Long-standing, independent tax practice with a solid client base and strong community presence. The firm is staffed with experienced professionals, allowing for seamless operations and minimal owner...

$220,323

$220,323

Growing CPA Practice Located in Affluent Oakland County Suburb

Oakland County, MI

Established and well-regarded, this CPA firm offers a broad spectrum of client services and continues to see steady revenue growth with minimal marketing efforts. Located in a thriving, affluent area...

$500,000

$500,000

Charlotte Area VIRTUAL Tax and Accounting Practice For Sale

Union County, NC

• Practice is 100% VIRTUAL with owner and employees all working remotely from home! • Buyer NEEDS be able to speak Portuguese as this is the main language spoken by client base. • Seller pursuing...

$625,000

$625,000

Established CPA Practice with Growth Potential-SBA Pre-Qualified

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

$965,000

Cash Flow: $450,000

NE Kansas Tax and Accounting Firm

Kansas

KS1111: This NE Kansas tax and accounting firm has two locations in the area and the owner is seeking to sell the firm to a buyer who has significant tax preparation experience. With a loyal client...

$725,000

$725,000

Growing Houston ATM Route - Quick return on investment

Houston, TX

This amazing ATM portfolio of 119 machines is in Houston, TX and the surrounding areas. The portfolio has Income of over $25,000/mo in the past 12 months with growth expected in 2025. Easy to operate...

$750,000

$750,000

Cash Flow: $300,000

+60yr Accounting/Tax Biz w/Building

REAL ESTATE INCLUDED

Collinsville, OK

This offering includes an established, plus 60 yr Accounting and Tax preparation business, office building with office furniture, up-to-date computer and telephone/internet/server system. This...

$567,500

$567,500

REAL ESTATE INCLUDED

Profitable Private Insurance Agency

Miami Gardens, FL

PROFITABLE PRIVATE INSURANCE AGENCY DOING $4,500,000.00 IN SALES AND $450k IN COMM.. OWNER RETIRE. 2 LOCATIONS....

$900,000

$900,000

Cash Flow: $400,000

NEW PRICE! Allstate Agency in West Albuquerque, NM!

Albuquerque, NM

Exceptional growth in this well-established, long term (30 years) $4.38M Allstate Agency. This Elite Level agency has excellent retention at 88.98% and is nestled in a high growth area giving it...

$850,000

$850,000

Check Cashing and Tax Prep in DMV

Fairfax County, VA

Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...

$400,000

$400,000

Cash Flow: $200,000

Tax & Estate Planning Book of Business for Sale near Calgary!

Alberta

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture....

$550,000

$550,000

Certified Public Accounting (CPA) Firm

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services...

Not Disclosed

Not Disclosed

EBITDA: $953,762

4 Y/O Fintech White Label Software Provider

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

$2,040,000

Cash Flow: $177,866

Turnkey Regional Center Business - EB-5 Investment & Real Estate Dev

$350,000 - Orange County, CA

$350,000

Orange County, CA

Commercial & Personal Accounting Company For Sale!

Middlesex County, MA

This reputable accounting firm, founded in 2012, is now available for acquisition as the owner plans for retirement. Located in Central Massachusetts, the firm has built a strong client base,...

$300,000

$300,000

Cash Flow: $184,000

(Price Improvement!) 35+ year Allstate Agency NW of Philadelphia

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$595,000

$595,000

Cash Flow: $197,376

Nicholas Gentile

Gentile Property Group

Serving St Lucie County, FL

Gentile Property Group is a Florida-based brokerage focused on representing buyers and sellers of service-oriented businesses. We specialize in industries such as home services, HVAC, plumbing, electrical, utilities, and other recurring-revenue trades where operational strength and local reputation drive value. Our approach is relationship-driven and execution-focused. Rather than broadly marketing every opportunity, we prioritize efficiently matching sellers with a curated network of qualified buyers we already know and trust. This includes experienced owner-operators as well as well-capitalized private equity groups actively seeking acquisitions in the service sector. By leveraging our existing buyer relationships, we’re often able to streamline the sales process, maintain confidentiality, increase certainty of close & save business owners money. We understand what buyers in this space are looking for, how they value businesses, and how to position opportunities to maximize outcomes for our clients. Whether you’re exploring a sale now or planning for the future, Gentile Property Group provides straightforward guidance, strong buyer access, and a practical path to getting deals done.

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Law Office and Title Insurance Agency

Chester County, PA

Law Office Specializing in Real Estate Transactions (Residential and Commercial), Estate Planning and Family Law, Including a Title Insurance Agency in Chester County PA. Principal retiring after a...

$100,000

$100,000

Turnkey Car Loan Business Opportunity – Established & Ready to Operate

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

$35,000

Cash Flow: $19,221

Easy to Run Financial Corp Specializing in Car Loans - Florida

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

$45,000

Cash Flow: $19,221

Allstate Agency in Scottsdale, AZ

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

$1,050,000

Profitable Estrella Insurance Franchise

Davie, FL

LOCATED IN AN ANCHORED PLAZA , TRAINING AVAILABLE, LOTS OF ROOM FOR GROWTH FOR SOMEONE IN THE INSURANCE BUSINESS. GEICO APPROVED !...

$120,000

$120,000

Bucks County Tax Practice For Sale

Bucks County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2024 gross revenues were $256,000! • Primarily a tax practice with loyal clientele who provide continuous...

$260,000

$260,000

Newly Reduced Price Staffed Check Cashing Store- Mercer County NJ

Mercer County, NJ

Newly Reduced Price- This long-term money maker is an excellent value & part of the best-known franchise in the industry. The store has a long tenured manager who can perform any function necessary to...

$120,000

$120,000

Cash Flow: $115,486

CPA Firm for Sale with A Stellar Reputation and Exceptional Cash Flow!

North Carolina

Highlights: -Purchase price pre-approved by lender -$275,000+ cash flow with fewer than 2,000 owner hours annually -57% of clients with the firm 13+ years - exceptional retention -Loyal CPA contractor...

$520,000

$520,000

Turnkey B2B Lending Referral Business - Work From Anywhere

$20,000 - Florida

$20,000

Florida

Check Cashing Business

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

$360,000

Cash Flow: $100,000

Check Cashing Business

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

$360,000

Cash Flow: $100,000

Allstate Agency in West Texas, South of Lubbock!

Ector County, TX

This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8% PBR, VC of 100, Multi-Category of 58%, and a large life and...

$2,400,000

$2,400,000

Cash Flow: $509,247

Check Cashing and Pawn Store- Northern DE- Great Value!

New Castle County, DE

Bargain Price...Motivated Seller! This business has multiple revenue streams and is growing substantially this year over the 2024 numbers. The revenue streams in this store other than check cashing,...

$55,000

$55,000

Cash Flow: $79,946

NW LaSalle County, IL CPA Practice for Sale

La Salle County, IL

This well-established CPA Tax & Accounting Practice for sale in NW LaSalle, Illinois has annual gross revenues of $466,000. The practice caters to a high-quality client base, including a significant...

$435,000

$435,000

Cash Flow: $279,200

SW Kansas CPA Firm

Kansas

KS1110: The seller of this growing SW Kansas CPA firm is approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and an experienced staff in place, the firm provides a...

$520,000

$520,000

Life and Health Insurance agency business

Boynton Beach, FL

Life and Health Insurance agency business, concentration in Medicare products, and other health insurance HMO's, and PPO's....

$59,900

$59,900

Fleet Management Company

Pennsylvania

We're excited to present a standout opportunity in the fleet management industry. This Eastern US company, a recognized market leader, offers a comprehensive range of services including accident and...

$3,500,000

$3,500,000

Cash Flow: $730,000

Allstate Insurance Agency for 25 years in the County of Sacramento

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

$775,000

Pasadena MD Tax & Bookkeeping Practice for Sale

Anne Arundel County, MD

This well-established EA practice is located in Pasadena, MD and has annual gross revenue of over $337,000 and growing! The practice has cultivated a strong reputation and serves a loyal, high-quality...

$345,000

$345,000

Cash Flow: $118,000

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

Michael Stavrinakis

Stavrinakis Franchise & Business Brokerage

Lodi, CA CPA Practice for Sale

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

$720,000

Cash Flow: $193,102

Hilo, Hawaii CPA Practice for Sale

Hawaii County, HI

This very well-established, reputable CPA practice for sale is desirably located in Hilo, HI and produces annual gross revenue of approximately $755,000. The practice caters to a high-quality client...

$668,000

$668,000

Cash Flow: $162,250

Tax Preparation and Accounting Services Firm is Back on the Market

Middlesex County, MA

Founded in the 1960s in Middlesex County, MA, this established firm has built a strong reputation for delivering dependable tax filing, bookkeeping, and accounting services to small and mid-sized...

$949,000

$949,000

Cash Flow: $181,692

60%+ SDE Accounting Firm For Sale

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Not Disclosed

Not Disclosed

Cash Flow: $300,790

Chaudière-Appalaches, QC - Cabinet de CPA à vendre

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

$699,000

8 Y/O Agritech Firm with $30M+ Transactions Processed

Ghana

Company Overview: The target company is a leading agritech firm, founded in 2016, focused on providing market access and financial services to smallholder farmers in a West African country. Through...

$12,760,000

$12,760,000

Cash Flow: $1,006,077

Unique Opportunity - New York Commission Advance Firm

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

$350,000

Cash Flow: $138,000

Northeast Wyoming CPA Practice for Sale

Wyoming

This well-established, reputable CPA practice for sale in Northeast Wyoming, with annual gross revenues of approximately $485,000, has been providing high-quality, professional tax and accounting...

$485,000

$485,000

Terry Smith

Transworld Business Advisors of Eastern NC

Serving New Hanover County, NC

Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. When a company owner needs to sell their business, they can’t just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld Business Advisors focuses on three core concepts: business brokerage, franchise consulting, and franchise development. Transworld Business Advisors is the largest and fastest growing Business Brokerage and M&A firm in the world: * 40th year in business * 10,000 businesses sold * 750+ advisors worldwide * 250+ offices worldwide * Over 400,000 pre-qualified and unique buyer list in our database

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Lincoln, NE CPA Practice for Sale

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE and has annual gross revenues of approximately $190,000. The practice has been delivering high quality tax and...

$170,000

$170,000

Cash Flow: $91,500

$580k (Revenue) Orlando Area - CPA Practice for Sale

Florida

OVERVIEW ABA Advisors represents this CPA practice located in the Orlando, FL area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE...

Not Disclosed

Not Disclosed

Cash Flow: $250,000

AI Powered Real Estate Investment Business

Somerset County Tax and Accounting Practice For Sale

Somerset County, PA

• Owner looking to retire and move from the area but still available for transitional help as agreed with buyer. • 2024 gross revenues to be consistent around $112,000. • Service mix includes tax...

$135,000

$135,000

Full-service Accounting and Tax Preparation Business

Miami, FL

Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade County This well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance...

$7,000,000

$7,000,000

Cash Flow: $2,560,343

Tucson, AZ EA Practice for Sale

Pima County, AZ

This well-established Enrolled Agent practice has been serving clients since 1992 and offers a balanced mix of tax, bookkeeping, payroll, and consulting revenue. The owner is willing to assist for 1–2...

$515,000

$515,000

Cash Flow: $156,000

Matagorda County Tax and Accounting Practice For Sale

Texas

• UPDATED FINANCIALS are available in the buyer portal! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue came in higher than...

$375,000

$375,000

Bend, OR EA Practice for Sale

Deschutes County, OR

• The owners are EAs • This practice was established in 2014 • Software in use includes Lacerte • Approximately 545 individual tax returns with an average fee of $468 per return • Approximately 23...

$380,000

$380,000

Cash Flow: $193,000

Columbia Tax and Bookkeeping Practice For Sale

Richland County, SC

• UPDATED INFORMATION • Seller retiring but willing to assist buyer with transitioning clients. • 2026 revenue of $140,000! • Revenues comprised of nearly 100% individual and business tax. • Office...

$160,000

$160,000

Well priced, Service First CPA Firm for Sale in Knoxville, TN

Tennessee

With over 40 years of dedicated service in the community, this 2-partner CPA firm has built a strong reputation for being highly responsive to clients' needs. Each owner has their own clients but all...

$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 Analyzed358
Asking Price$499,500
Reported Revenue$403,623
Reported Seller's Discretionary Earnings$200,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$499,500$955,250

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$231,390$120,000
Median$403,623$200,000
Upper Quartile$797,104$332,848

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 Quartile1.001.82
Median1.252.45
Upper Quartile1.673.25

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $499,500, though prices range from under $250,000 to well over $955,250.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $403,623 and owners earn a median of $200,000, 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 1.00 to 1.67, with a median of 1.25. Earning multiples range from 1.82 to 3.25, with the median at 2.45. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.45 times its annual owner earnings.

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