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Financial Services Businesses For Sale

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SW Kansas CPA Firm

Kansas

THE OPPORTUNITY Step into a well-established Southwest Kansas CPA practice boasting a strong fee structure and an experienced, loyal team in place. Generating a nice cash flow for the owner, this...

$520,000

$520,000

Consistently Growing 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

Pasadena MD Tax & Bookkeeping Practice for Sale

Anne Arundel County, MD

This well-established Enrolled Agent practice is located in Pasadena, MD and has annual gross revenue of approximately $330,000. The practice has cultivated a strong reputation and serves a loyal,...

$345,000

$345,000

Cash Flow: $98,876

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 Prep & Accounting Serv. Firm , Updated Financials/Asking Price

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...

$549,000

$549,000

Cash Flow: $149,208

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: $302,360

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

Lincoln, NE CPA Practice for Sale

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE. We're excited to share updated financial information, with the practice now reporting approximately $221,000 in...

$160,000

$160,000

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

Florida

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

Not Disclosed

Not Disclosed

Cash Flow: $250,000

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

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

30 Year Tax Practice- Lacerte - Turnkey & Profitable - Asking $695,000

$695,000 - Phoenix, AZ

$695,000

Phoenix, AZ

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

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

Gary Burden

Business Stewardship Group

Serving Geauga County, OH

Business Stewardship Group (BSG) helps business owners navigate some of the most important decisions they will make — growing the value of their business, preparing for a future transition, and successfully buying or selling a company. Led by Gary Burden, BSG works primarily with privately held and owner-operated businesses throughout Ohio and the surrounding region. Our approach goes beyond simply listing businesses for sale. We believe a successful transition starts well before a transaction. For business owners considering a sale, BSG helps evaluate the business, understand its marketability, identify opportunities to strengthen value, prepare for the sale process, and connect with qualified buyers. When the time is right to go to market, we work alongside the owner through negotiations, due diligence, financing, and closing. BSG also works with individuals and companies seeking to acquire businesses, helping buyers evaluate opportunities and navigate the acquisition process with greater clarity and confidence. Gary brings a practical, relationship-driven approach to every engagement. He understands that for many owners, their business represents decades of work, relationships, employees, family commitments, and personal legacy. Selling it is about more than reaching a number. Whether an owner is ready to sell today, preparing for a transition several years from now, or simply wants to better understand what their business may be worth, BSG is a place to start the conversation. **Business Stewardship Group** **Build Value. Land Strong.**

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1,050 owner hours-Exceptional Denver CPA Firm With Over 50% Cash Flow!

Denver, CO

-Cash flow exceeding 50% with owner working approximately 1,050 hours annually -Loyal client base with many relationships spanning decades -Strong real estate niche serving high-net-worth...

$799,000

$799,000

Cash Flow: $350,000

Thriving tax firm in Canada for Sale with over 65% Cash Flow!

Saskatchewan

-Cash flow to owner exceeding 65%, among the strongest margins in the industry -Personal tax-focused practice with more than 30 years of community reputation and steady referral-driven growth -Revenue...

$1,100,000

$1,100,000

**SALE PENDING** -- 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 -...

$1,270,000

$1,270,000

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

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2026 gross revenues expected to be consistent around $200,000! • The service mix includes tax (85%),...

$240,000

$240,000

NW Little Rock Metro Area

Arkansas

THE OPPORTUNITY An exceptional opportunity is available to acquire a nice CPA firm in the Northwest Little Rock metro area. The retiring seller has built a deeply loyal clientele backed by a talented,...

$750,000

$750,000

Profitable Direct Lending & Real Estate Investments Services

California

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

$35,000,000

$35,000,000

Cash Flow: $7,482,883

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

Jackson Hewitt Franchise

$289,900 - Cedar Rapids, IA

$289,900

Cedar Rapids, IA

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

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

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....

Not Disclosed

Not Disclosed

Cash Flow: $350,000

20+ Years Tax, Accounting, Book Keeping Firm

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

$180,000

Cash Flow: $96,825

Successful Accounting Firm in Expansion, Miami and Orlando Territories

Miami-Dade County, FL

Successful accounting Firm in Miami, with more of 15 years in business, seeks 50% strategic passive partner for their next location in Florida. Great opportunity for E2 Visa investors. JP Global...

$250,000

$250,000

Clinton Twp, MI CPA Practice for Sale

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

$1,080,000

Cash Flow: $1,058,000

$1MM (Revenue) Soutwest WI – Accounting & Tax Firm For Sale

Wisconsin

$1MM (Revenue) Southwest, WI - Accounting And Tax Firm for Sale OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller...

Not Disclosed

Not Disclosed

Cash Flow: $419,347

Durham NC CPA Practice for Sale

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

$550,000

Brazoria County, TX CPA Firm for Sale

Brazoria County, TX

• UPDATED FINANCIALS are accessible in the buyer portal! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to be consistent around...

$285,000

$285,000

Jackson Hewitt Franchise - Tax Preparation

$607,000 - Waterloo, IA

$607,000

Waterloo, IA

Profitable CPA Practice in Appleton WI Listing WI1127

Appleton, WI

Listing WI1127 Practice Details: Profitable, established CPA practice in Appleton Wisconsin Revenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%...

$219,000

$219,000

North Central Nebraska CPA Practice for Sale

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $195,000. The firm is proudly operated by the seller and...

$170,000

$170,000

Cash Flow: $117,930

Real Estate Based Private Lending Opportunity

Iowa

This real estate based private lending opportunity has developed a proven system to identify lucrative deals with a steady and customizable deal flow pipeline. The business focuses on providing...

$995,000

$995,000

Cash Flow: $525,790

Fruitland, ID CPA Practice for Sale

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

$345,000

Cash Flow: $225,720

Baltimore SMSA Based Accounting Practice For Sale

Bel Air, MD

Baltimore SMSA based accounting practice for sale. Specializing in tax preparation and business consulting. Serves over 1,200 "seasoned" clients. No auditing services offered. Annual sales averaged...

$1,900,000

$1,900,000

Cash Flow: $400,000

Southwest of Asheville NC CPA Practice for Sale

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

$575,000

North Central Wyoming Tax Practice for Sale

Wyoming

This well-respected and in-demand practice is located in a fast-growing, desirable community in North Central Wyoming. It services loyal, quality clients that will continue to provide referrals and...

$310,000

$310,000

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. • DISCOUNTED PRICING! 2026 gross revenues to be consistent around $110,000. • Service mix includes tax (86%)...

$115,000

$115,000

Cash Flow: $68,000

Suzy Park

Canaan Realty Investment Group Inc

Serving Philadelphia County, PA

Young. Energetic. Professional. Committed to Your Success.

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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

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

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

Ark-La-Tex CPA Firm

Texas

THE OPPORTUNITY Seize the opportunity to acquire a highly reputable CPA firm with deep roots in the Ark-La-Tex region. The current owners are preparing for retirement and are seeking a qualified CPA...

$1,200,000

$1,200,000

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...

$325,000

$325,000

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

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

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

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 Analyzed399
Asking Price$531,249
Reported Revenue$476,788
Reported Seller's Discretionary Earnings$210,100
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$275,000$531,249$989,000

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$257,136$128,000
Median$476,788$210,100
Upper Quartile$929,083$373,514

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 Quartile1.041.96
Median1.252.55
Upper Quartile1.553.43

FAQ's

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

The median asking price for an established Financial Service Business is $531,249, though prices range from under $275,000 to well over $989,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $476,788 and owners earn a median of $210,100, 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 1.04 to 1.55, with a median of 1.25. Earning multiples range from 1.96 to 3.43, with the median at 2.55. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.55 times its annual owner earnings.

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