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Financial Services Businesses For Sale

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Cedar Rapids/Waterloo Area IA CPA Practice for Sale

Iowa

This well-established CPA Tax & Accounting Practice for sale in the Cedar Rapids/Waterloo Area has annual gross revenues of approximately $825,000. The respected firm caters to a loyal client base of...

$895,000

$895,000

Cash Flow: $247,500

NE of Pittsburgh PA CPA Firm for Sale

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $110,000. • Service mix includes tax (84%), accounting (12%),...

$115,000

$115,000

Cash Flow: $68,000

Northwest Oklahoma City OK CPA Practice for Sale

Oklahoma County, OK

• UPDATED INFORMATION NOW AVAILABLE! • Owner looking to sell a portion of their practice and will be available for transitional help as agreed with buyer. • 2024 revenues arounf $1.1MM! • Service mix...

$1,125,000

$1,125,000

Upper Valley, Vermont CPA Practice for Sale

Vermont

• Quality CPA practice for sale in charming Upper Valley, Vermont in a prime location with easy access to abundant recreational opportunities and amenities on both sides of the Connecticut River •...

$700,000

$700,000

Cash Flow: $330,000

Near Dyersburg, TN (North of Memphis) CPA Practice for Sale

Tennessee

* Accounting and tax practice for sale near Dyersburg, Tennessee (North of Memphis) * Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business /...

$350,000

$350,000

Cash Flow: $207,000

Somerset/Hunterdon County, NJ CPA Practice For Sale

New Jersey

This high-quality, reputable CPA practice for sale is located on the border of Somerset/Hunterdon County, NJ and has annual gross revenues of approximately $715,000. The firm caters to a...

$890,000

$890,000

Portland Area OR CPA Tax Practice for Sale

Washington County, OR

• The owner is a CPA • This practice was established in 1974 • Software in use – Lacerte, QuickBooks • Approximately $19,000 in revenue generated by Accounting Services • Approximately 175 Individual...

$345,000

$345,000

Cash Flow: $148,250

Houston TX CPA Firm for Sale

Texas

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to normalize around $445,000! • Service mix includes tax (64%),...

$555,000

$555,000

Profitable Accounting Practice-North Shore

Cook County, IL

Great practice with over 900 1040's, 500 1120's, and 200 miscellaneous returns. $$ Gross of almost $800,000 $$. Seller putting over $325,000 in pocket easily! One full time and one part-time staff...

$999,000

$999,000

Cash Flow: $350,000

Southwest Charlotte SC Metro Accounting and Tax Practice for Sale

South Carolina

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2023 gross revenues to be around $140,000!! • Service mix includes tax (93%), accounting (6%), and other...

$185,000

$185,000

Cash Flow: $83,000

NE KC Suburb CPA Firm

Missouri

MO1155: The seller of this NE KC Suburb CPA Firm is approaching retirement and is ready to sell the firm. The firm is established and well known in the area and has a stable client base and staff in...

$415,000

$415,000

Novato CA CPA Practice for Sale

Novato, CA

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...

$800,000

$800,000

Cash Flow: $344,000

$450k Revenue Cape Coral, FL - CPA Practice for Sale

Cape Coral, FL

*** THIS LISTING IS CURRENTLY SALE PENDING*** OVERVIEW ABA Advisors represents this CPA practice located in Cape Coral, FL. The seller is willing to provide transitional assistance to the buyer to...

Cash Flow: $241,720

Cash Flow: $241,720

Ark-La-Tex CPA Firm

Texas

TX1043: The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable...

$1,200,000

$1,200,000

Jefferson County AR Accounting and Tax Practice

Pine Bluff, AR

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be around $45,000! • Service mix includes tax (92%) and accounting (8%). • Turn-key...

$55,000

$55,000

$600k Central Florida - Profitable CPA Practice for Sale

Florida

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Central Florida. The seller is willing to provide transitional assistance to the buyer to...

Cash Flow: $250,000

Cash Flow: $250,000

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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Highly Profitable Idaho-based Gold and Silver Business

Idaho

Hedge your investment portfolio with a lucrative precious metals shop operating both in-person and online. In operation for many years, the establishment is built on excellent customer service and...

$3,800,000

$3,800,000

Established Lotto/western Union/Tax preparing business for sale in SF

San Francisco, CA

Lotto/ western Union services/tax preparation business for sale in San Francisco Outer sunset. Located on a prime bustling street near many restaurants, shops, bakeries and coffee shops. The store is...

$170,000

$170,000

Cash Flow: $170,000

Southern Colorado CPA Practice For Sale

Colorado

- Single-owner CPA practice - 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll - Cash flow to owner is 39% of gross revenue - Significant opportunity for...

Cash Flow: $134,160

Cash Flow: $134,160

Growing E-Commerce W2/1099 Tax Compliance Business

This well-established company provides employers and financial institutions with the ability to prepare and file the full range of IRS information returns and annual wage reports documenting payments...

$5,000,000

$5,000,000

Cash Flow: $1,029,730

Norman, OK Area Tax and Accounting Practice for Sale

Norman, OK

• UPDATED FINANCIALS!! • 2022 gross revenues of $270,000! • Service mix includes tax (58%) and accounting (42%). • Staff available if needed by the buyer after closing. • Very strong owner cash flow!...

$290,000

$290,000

Cash Flow: $200,000

Very Profitable Life Insurance Settlement Business For Sale In Texas

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

$5,500,000

Cash Flow: $2,100,000

Essex, MD CPA Practice for Sale

Maryland

This well-established CPA practice for sale in Essex, MD has annual gross revenue of approximately $715,000. With an excellent reputation in the community, they provide many services including tax...

$715,000

$715,000

Cash Flow: $211,230

Fremont County, WY CPA Practice for Sale

Fremont County, WY

This CPA Practice for sale in Fremont County, Wyoming has annual gross revenues of approximately $190,000, and is a well-respected firm that has been serving its loyal client base, made of farmers,...

$150,000

$150,000

Cash Flow: $46,463

Commercial Brokerage - Established - Profitable - Home Based

Mesa, AZ

Commercial Brokerage Business For Sale. Consistent Profitability and Sales Revenues for more than a decade, 95% Home Based, easily relocatable, designed as a simpler profitable operation with low...

$78,000

$78,000

Cash Flow: $93,000

Texas County CPA Firm

Texas County, OK

OK1010: PRICE REDUCED: This Texas County CPA seller is approaching retirement. The firm offers a nice mix of revenues with a large number of business clients! The firm is well established and well...

$350,000

$350,000

Business Broker - Austin/Dallas/FtWorth /SA /Corpus Christi

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000

$150,000

Cash Flow: $100,000

Asset SaleWell Respected Land Planning and Landscape Design Office

Snowmass Village, CO

This professional practice is in the process of winding down due to the forthcoming retirement of its owner and founder, who is one of the most well-respected land planner and landscape architects in...

$50,000

$50,000

Asset Sale
Asset SaleUnder Contract: Hutto Texas Allstate Agency for Sale!

Hutto, TX

Fully staffed agency with proven track record. Established in 2003, it’s a “Pro” classified Allstate Agency in Hutto, Texas. Positive growth metrics in Premium year over year indicate successful...

$1,050,000

$1,050,000

Asset Sale
Asset SaleFMCSA Active Freight Brokerage Authority for Sale

Carol Stream, IL

FMCSA Freight Brokerage Authority (MC Number) For Sale – Clean & Ready for Transfer This is a unique opportunity to purchase an active freight brokerage authority (MC and USDOT) in good standing. The...

$150,000

$150,000

Asset Sale
Asset SaleGreat Franchise, buy it at a fraction of cost $$$ We Buy Ugly Homes

Sandy Spgs, GA

HomeVestors of America/We Buy Ugly Houses HomeVestors is an opportunity to buy houses at deep discounts from motivated sellers. These sellers call our Franchisees every day from our national "We Buy...

$89,000

$89,000

Asset Sale
Asset SaleStock Traders Daily and Predative AI

Encinitas, CA

The primary owner is looking to sell 5% @ a $10 mil valuation. The Primary Owner owns 85%. The reason for selling involves a divorce. About: Stock Traders Daily leverages proprietary predictive AI to...

$10,000,000

$10,000,000

Asset Sale
Asset SaleSchooley Mitchell License

Northbrook, IL

Schooley Mitchell is the largest independent cost reduction consulting firm in North America. Our network of franchised consulting offices serves as the outsourced expense reduction specialists for...

$65,000

$65,000

Asset Sale
Asset SaleCaptive Farmers Insurance Book for Sale

Grayson County, TX

Captive Farmers Insurance Book for Sale This profitable insurance agency represents an excellent opportunity to acquire an established book of business with strong fundamentals and growth potential....

$201,800

$201,800

Asset Sale
Asset Sale$620,000 Revenue Property/ Casualty Agency

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Asset Sale
Asset SaleGuilford CT - Allstate for Sale!

Guilford, CT

City, County and State: New Haven county, Guilford Connecticut Written and Advance Earned Premium: $ 3,976,059 Gross Revenue: $377,874 Including Brokered and Annual Bonus EBITDA: $181,678 Rent amount:...

$705,000

$705,000

Asset Sale
Asset SaleIndependent Insurance Agency Book of Business

Travis County, TX

Independent agency book of business for sale. Only the book of business is for sale. The entity and brand are not for sale. No employees will join the buyer. Estimated proportions are as follows: 47%...

$10

$10

Asset Sale
Asset SaleBank For Sale, Excellent Office, Headquarters, Buy or Lease

Pleasant Valley, NY

GYM, MASSAGE STUDIO, RETAIL/MEDICAL/OFFICE SPACE $2,950mo PLEASANT VALLEY RT 44 MAIN STREET New to market. Former bank under new ownership, undergoing renovation. Solid structure with drive-thru....

Asset Sale
Asset SaleExcellent Staffed Accounting Practice Ready to Sell

Cook County, IL

A well-established and profitable practice serving a diverse and broad client base. The firm is fully staffed and operational, with systems in place including QuickBooks and ProSeries. The current...

$604,245

$604,245

Asset Sale
Asset SaleSouthern Indiana Area Accounting Firm For Sale

Indiana

The firm has a solid foundation with a diverse clientele base in both accounting and tax preparation. It boasts a loyal, long-term customer base, with growth driven primarily by referrals and word of...

$226,070

$226,070

Asset Sale
Asset SaleRevolutionizing Stock Market Gaming for the Millennial Generation

Boca Raton, FL

A new wave of investors has arrived—and they’re not getting what they need. Millennials are flocking to the stock market in search of income, empowerment, and financial freedom, yet most platforms...

$45,000

$45,000

Asset Sale
Real EstateWell Established CPA Firm in SLO CA

San Luis Obispo County, CA

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong...

Real Estate
Real EstatePrime real estate in Bristol RI

Bristol, RI

Fantastic business opportunity. This property includes 500-502 Metacom Ave. there is an existing traffic light on Metacom Avenue to enter both properties . Could purchase separately price to be...

$3,470,000

$3,470,000

Real Estate
Real EstateMedical Offices Bank W Drive Thru $795,000

Pleasant Valley, NY

PLEASANT VALLEY RT 44 MAIN STREET Former bank under new ownership. Solid structure with drive-thru. 2,700sf. Route 44 frontage, center village location. Do not miss this opportunity. Currently...

$795,000

$795,000

Real Estate

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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Real EstateHigh Traffic commercial/professional property

Levittown, PA

Many different commercial or professional possibilities available with multiple units allowed and all with separate entrances. Extremely high traffic corner location with substantial visibility...

$469,900

$469,900

Real Estate
Real EstateRetail/Office Location w/ Parking / Rt.12 in Leominster

Leominster, MA

2400 SF WIDE OPEN. BUSY LOCATION AND PARKING. Next to a busy liquor store BRING YOUR RETAIL/ AND OFFICE IDEAS. LANDLORD WILL WORK WITH YOU...

Real Estate
Real EstateCommercial Opportunity on Hwy 13 in Park Falls

Park Falls, WI

Location, Location, Location!! This cedar sided chalet with a covered porch and metal roof is located directly on State Hwy 13 with great exposure in a commercial area in the city of Park Falls, WI....

$99,900

$99,900

Real Estate
Real EstateProfessional Commercial Center - Space for Lease

Shawano, WI

Approximately 2,219 SF Office Space for Lease in strip center located just off main intersection to Shawano Lake and one of two Hwy 29 cloverleafs...

Real Estate
Real EstateProfessiona office,

Philadelphia, PA

Great location for any type of office, Dance, studio, Fitness Center, on 2nd-Floor at this largest shopping center inside the city with plenty of parking. This unit 18UC is 1373 square feet, with...

Real Estate
Real EstateProfessional office and Service

Southampton, PA

Prime Commercial Space Available on a Bustling Street. This versatile building presents an exceptional opportunity for a variety of professional businesses, including medical offices, dental...

Real Estate

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.