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Financial Services Businesses For Sale

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Westchester County CPA Practice for Sale

Westchester County, NY

• Seller retiring - available for transition assistance as needed. • Estimated revenues of $1,250,000 for 2024! • Revenues comprised of Tax (53%) Accounting and Write-Up (33%) and Other Services...

$1,385,000

$1,385,000

Huntington Beach CPA Firm for Sale

Huntington Beach, CA

CPA firm for sale in Huntington Beach, CA. ref # HTB124. The Seller is looking forward to retirement but will be available to assist the Buyer with continued transition assistance as needed. This...

$500,000

$500,000

Cash Flow: $181,692

Profitable Insurance Franchise Specializing in Auto Insurance

Hollywood, FL

Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy north-south...

$1,100,000

$1,100,000

Cash Flow: $206,757

Coeur d'Alene, ID Tax & Accounting Practice for Sale

Coeur D'alene, ID

This reputable CPA Tax & Accounting Practice for sale in Coeur d'Alene, ID has annual gross revenues of approximately $349,000. This well-established, reputable practice provides quality tax and...

$380,000

$380,000

Allegheny County CPA Practice For Sale

Allegheny County, PA

• UPDATED FINANCIALS with consistent revenues year upon year. • REDUCED ASKING PRICE to promote a quick sell to experienced CPA Firm buyer. • Desire to transition ownership of firm to new organization...

$1,550,000

$1,550,000

Bookkeeping, Accounting, and Tax Firm (50% Seller Financing)

Dane County, WI

This well established Bookkeeping, Accounting, and Tax Preparation firm has a rock-solid history serving Madison and Dane County for nearly 25 years. The firm is owner operated with a lean P&L and...

$215,000

$215,000

Cash Flow: $81,760

Schaumburg, IL CPA Practice for Sale

Schaumburg, IL

This well-established CPA practice for sale is located in Schaumburg, IL and has annual gross revenues of approximately $380,000. The practice consists of a stable and high-quality client base,...

$456,000

$456,000

Tax and Accounting Firm in MA - Established Business of 40 Years

Suffolk County, MA

Discover an exceptional investment opportunity with a well-established tax and accounting firm located in Boston, MA. Founded in 1984, this business has grown from a part-time venture into a full-time...

$200,000

$200,000

Cash Flow: $125,205

MS Gulf Coast CPA Firm

Mississippi

MS1006: The seller of this Mississippi Gulf Coast CPA firm is approaching retirement and seeking to sell to a CPA buyer. This firm is perfect for a buyer wanting to become a firm owner or for a larger...

$660,000

$660,000

Mountain Home Idaho CPA Practice for Sale

Idaho

This well-established and steadily growing CPA practice for sale in Mountain Home, Idaho has been providing high-quality tax and accounting services to businesses and individuals throughout the area...

$375,000

$375,000

Denver Tech Center CO CPA Practice for Sale

Colorado

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns - 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping -...

Cash Flow: $325,000

Cash Flow: $325,000

Cash Flow Strong Construction Consulting Services Firm

This well-known Construction Consulting Services Organization, located in the Northeast, consists of construction, scheduling, engineering, and architectural professionals. The firm provides services...

$4,060,000

$4,060,000

Cash Flow: $1,310,000

EXTREMELY Profitable Peoria Accounting Firm For Sale

Peoria, IL

Well established CPA practice with a great mix of client services for a consistent, yearlong revenue stream. Fabulous growth opportunity for a motivated buyer. Office space is available or the...

$200,118

$200,118

Cash Flow: $148,602

Grass Valley, CA EA Practice for Sale

Nevada County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in greater Sacramento CA area • Practice supported by trained and dedicated staff willing to stay on with...

$375,000

$375,000

Cash Flow: $112,000

Akron Sales Management & Portfolio Company

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

$189,000

Canton Area Sales & Marketing Business Development Company

Canton, OH

Pursue freedom and independence in your career track. Become an owner as a franchise member in the world's largest group of its kind. Benefit from the leading brand name in the industry. The owner has...

$179,000

$179,000

Transworld Business Advisors of Ontario

Transworld Business Advisors of Ontario

Serving Canada

Transworld is the global leader in the marketing and sales of businesses and franchises assisting clients for over 40 years through more than 250 independently owned and managed offices around the world. Transworld Business Advisors of Ontario is a member of Transworld’s global network servicing businesses in the Province of Ontario, Canada. The company is headquartered in Toronto. The focus of the firm is on selling owner-managed businesses in the main street and lower middle market across industries. The firm also works with franchise systems on selling new or existing franchises.

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Local Income Tax Service for Sale

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

$360,000

Allstate Agency Mega in Burlingame Area 30 years in Business

Burlingame, CA

This is one of the Premier Elite Agencies with Allstate Insurance Company. It has a 49% Loss Ratio and 90% Retention. The Staff is highly trained and Manager has been with the Agency over 15 years....

$1,950,000

$1,950,000

Cash Flow: $550,592

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent around $200,000! • The service mix includes tax (82%),...

$240,000

$240,000

Cash Flow: $132,000

NW Little Rock Metro Area

Arkansas

AR1166: The seller of this CPA firm located in the Northwest Metro Area of Little Rock is ready to retire and is seeking a CPA buyer. With a large number of business clients, a loyal clientele, and an...

$735,000

$735,000

Profitable Direct Lending & Real Estate Investments Services

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Western Hampden County, MA CPA Practice for Sale

Hampden County, MA

This new CPA Tax, Accounting, and Payroll Practice for sale in Western Hampden County, MA generates revenues to be sold of approximately $485,900 - Well established practice in nice suburb of...

$550,000

$550,000

Bellevue, NE EA Tax Practice for Sale

Sarpy County, NE

This well-established Enrolled Agent Tax practice for sale is located in Bellevue, NE and has annual gross revenues of approximately $215,000. The practice caters to a loyal, long-term tax client base...

$187,500

$187,500

Accounting Practice for Sale in Paramus, NJ

Paramus, NJ

Mix of small to medium sized businesses and individuals....

$350,000

$350,000

Cash Flow: $130,000

Greater Springfield Suburb, MA CPA Practice for Sale

Hampden County, MA

This quality CPA Tax & Accounting Practice for sale in a greater Springfield, MA suburb generates annual gross revenues of approximately $341,000. The long-standing firm has grown organically and...

$330,000

$330,000

Cash Flow: $180,273

Established CPA Firm with over 35% Cash Flow & Growth Opportunities!

South Carolina

*Purchase price approved by lender* -Cashflow to owner consistently over 40% -Remote capability -All work papers scanned, pdfs -Consistent revenue growth -Recent billing rate increase of 10% This is a...

$700,000

$700,000

SALE PENDING -- Northeastern Colorado CPA Practice for Sale

Colorado

- Long-standing CPA practice - 88% Tax Preparation (44% Individual; 49% Business; 7% Other); 10% Bookkeeping; 2% Consulting - Cash flow to owner is 46% of gross revenue - Practice utilizes QuickBooks...

Cash Flow: $122,000

Cash Flow: $122,000

Growing Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this year. In addition, the business has multiple other revenue...

$240,000

$240,000

Cash Flow: $89,082

Well Known Check Cashing Store- Highest Rated Franchise

Hudson County, NJ

This store is located in a highly populated New York City suburb with upside growth potential. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The...

$129,000

$129,000

Cash Flow: $71,690

Cabinet de CPA-Audit, Montréal, QC

Montreal, QC

- Cabinet de CPA-Audit bien établi depuis près de trois décennies dans la région de Montréal et jouissant d’une solide réputation. - Chiffre d'affaires au 31 décembre 2024 : 640 000 $. - Répartition...

$699,000

$699,000

Bookkeeping Franchise - Neighborhood Business Accounting - Since 1976

Pembroke Pines, FL

Bookkeeping, Sales Tax Processing, W2 & 1099, Tax Returns, Payroll Management, Tax Experts, New Companies, Tax Leaf Franchise...

$130,000

$130,000

Blue Ridge Mountains (Foothills) CPA Practice For Sale

Virginia

• UPDATED INFORMATION! REVENUES HAVE INCREASED! • Seller retiring, but willing to assist buyer as needed. To be discuss in more detail in face-to-face meeting. • 2024 revenues of $560,000! Significant...

$550,000

$550,000

East of Raleigh CPA Practice For Sale

North Carolina

• UPDATED FINANCIALS AVAILABLE! • HIGHLY MOTIVATED SELLER! • Seller looking to retire. Willing to assist buyer if needed with transition. • 2024 gross revenue expected around $400,000. • Year-round...

$390,000

$390,000

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

$1,100,000

Cash Flow: $505,330

London, ON, Bookkeeping, Tax & Payroll Practice for Sale

Ontario

Alan Liverman is pleased to introduce: • Very successful well established bookkeeping, tax and payroll practice with an excellent reputation. • Structure of purchase: Share sale • Excellent cash flow...

$300,000

$300,000

Southwest Virginia CPA Practice

Virginia

• UPDATED INFORMATION AVAILABLE! • Seller retiring. Willing to stay on as employee for up to two tax seasons if necessary. • 2024 gross revenue of $735,000! • Revenues comprised of Tax (67%)...

$850,000

$850,000

Retirement offers this Profitable $220,000 CPA/TAX Practice

Des Moines, IA

Practice Details: This well-established practice for sale produces gross revenues of approximately $220,000. Revenue Stream: 85% tax and 15% consulting, misc Clients: 300+ Average Return: $650...

$220,000

$220,000

Visalia, CA Tax & Bookkeeping Practice for Sale

Tulare County, CA

• The owner is a CTEC • This practice was established in 1975 • Software in use includes Lacerte and Dillners • Approximately $133,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$270,000

$270,000

Cash Flow: $102,500

New Well Established Chicago, IL CPA Practice w/ staff Listing IL2425

Chicago, IL

Geographic Location: Chicago Here's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to...

$599,000

$599,000

Check Cashing Store for Sale

Florida

High volume Check Cashing Business is offered for sale. On average, this store cashes around 22M per year at a very attractive % rate. Very loyal clientele and low overhead. Prime location, with...

$1,400,000

$1,400,000

Cash Flow: $425,500

Northern New Mexico-Sante Fe Area, NM CPA Practice for Sale

New Mexico

This exceptional CPA practice is located in Northern New Mexico-Santa Fe Area and has annual gross revenues of approximately $1,925,000. The practice has earned a first-rate reputation for providing...

$1,925,000

$1,925,000

Dillon Montana CPA Practice for Sale

Montana

This well-established CPA practice for sale in Dillon Montana generates annual gross revenues of approximately $400,000. Focusing on profitable tax work, this reputable firm has been providing quality...

$400,000

$400,000

Suburb of Des Moines, IA EA Tax & Accounting Practice for Sale

Iowa

This well-established, profitable EA Tax & Accounting Practice located in a growing suburb of Des Moines has gross revenues of approximately $823,000. The firm enjoys an excellent reputation for...

$865,000

$865,000

Commission Express Franchises for sale in Central, West, & SW FL

Naples, FL

Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...

$275,000

$275,000

Viviana Baque

Holding Golden Real Estate

Serving Orange County, FL

Holding Golden Real Estate is a full-service real estate firm proudly serving Florida for over 22 years. Built on a foundation of trust, expertise, and results, we have established a strong reputation in both the residential and commercial sectors. Our team is committed to helping clients navigate real estate and business transactions with personalized service and strategic insight. Our Commercial & Business Brokerage Division was created to meet the growing demand for specialized support in buying, selling, and investing in businesses and commercial properties. Whether you’re a first-time entrepreneur, experienced investor, or business owner planning your exit, we are here to guide you through every step with confidence. Leading this division is Viviana [Last Name], Director of Commercial & Business Brokerage. With over 20 years of experience in high-level retail management, Viviana brings a deep understanding of operations, staffing, visual branding, and customer experience. She has opened and scaled stores for prestigious brands both in the U.S. and internationally, managing everything from location development to grand openings. Viviana’s hands-on business background gives her unique insight into what makes a business thrive—and how to evaluate opportunities accurately. She works with a diverse range of clients including local entrepreneurs, investors, and international buyers seeking visa-eligible businesses. Fluent in English and Spanish, she provides culturally attuned service with professionalism and purpose. With Holding Golden’s two-decade track record and Viviana’s real-world expertise, our Commercial Division offers a powerful blend of experience, market knowledge, and commitment. Whether you’re buying or selling, we’re ready to help you succeed in Florida’s dynamic business landscape.

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Commission Express Franchises for sale in Central, West, & SW FL

Orlando, FL

Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...

$275,000

$275,000

Beloit/Janesville CPA Practice 67% Cash Flow Listing WI1129

Rock County, WI

Practice Details: Retiring CPA owner is seeking a qualified Buyer for this very profitable tax and accounting practice. In business over 20 years a loyal and well-established client base. Great Cash...

$400,000

$400,000

Cash Flow: $267,000

Coastal South Carolina CPA Practice for Sale

Horry County, SC

• Seller changing careers. Willing to assist buyer as much as possible with transition. • 2024 revenues estimated to be around $110,000! • Revenues comprised of tax (86%) and accounting (14%)...

$125,000

$125,000

Cash Flow: $65,000

Portland, OR EA Practice for Sale - Available after 4/15

Multnomah County, OR

• The owner is an EA • This practice was established in 1993 • Software in use includes ProSeries • Approximately $13,000 in annual revenue, via bookkeeping (7 clients) • Approximately 296 individual...

$330,000

$330,000

Cash Flow: $166,298

CPA Firm for sale

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000

$125,000

CPA Firm in McHenry County Illinois For Sale LIsting IL2422

McHenry County, IL

A highly respected local CPA in McHenry County, Illinois, is looking for a qualified individual or firm to take over their thriving practice as they begin a well-deserved transition into retirement....

Cash Flow: $350,000

Cash Flow: $350,000

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.