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Financial Services Businesses For Sale

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York County Maine CPA Tax Practice for Sale

York County, ME

Practice Highlights: • Established in 2000 • Software in use includes UltraTax • Approx. 225 individual tax returns with an average fee of $609 per return • Approx. 38 business tax returns with an...

$300,000

$300,000

Cash Flow: $177,000

Rockford, IL Area CPA Tax and Accounting Practice for Sale

Winnebago County, IL

This new CPA tax and accounting practice for sale in the Rockford, IL area generates annual gross revenues of approximately $228,500! The practice has been providing quality services to the local...

$256,000

$256,000

Established CPA Firm In Dc Metro With Three-Decade Client Relationship

Maryland

-Established for over 30 years -Revenue holding steady at approximately $1.2M, with 2026 tracking consistent with prior years -Average personal tax return fees exceeding $2,000 -Owner hours just 1,600...

$1,500,000

$1,500,000

Reasonably Relocatable CPA Tax Practice Grossing $130k in Alexandria

Alexandria, VA

Grossing $130,000 | Up to 90% Bank & Seller Financing Available This well-established CPA practice in Northern Virginia has served a loyal base of individual and trust clients for over three decades....

$156,000

$156,000

Consulting & Advisory Franchise – Business Brokerage Colorado Springs

Colorado Springs, CO

An established business brokerage territory is now available in Colorado Springs, Colorado. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating...

$59,000

$59,000

Virtual Bookkeeping, Controller & CFO Services Firm For Sale - $1M ARR

Oakland County, MI

An exceptional opportunity to acquire a well-established virtual bookkeeping, controller, and CFO services firm with more than 30 years of operating history. The company has built a strong reputation...

$2,000,000

$2,000,000

Cash Flow: $455,000

Central Camden County, NJ CPA Practice for Sale

Camden County, NJ

This well-established CPA practice is in Central Camden County, NJ and has annual gross revenue of approximately $669,000. The practice operates with modern systems, cloud-based accounting software,...

$795,000

$795,000

Cash Flow: $355,000

Established Insurance Agency for sale with a well known brand

Dakota County, MN

Established Insurance Agency for Sale with Well-Known Brand This profitable insurance agency, operating since 2015, represents an excellent opportunity to acquire a fully operational business with...

$200,000

$200,000

Established Tax & Accounting Practice — Syracuse Area

Onondaga County, NY

Business Overview Long-established CPA practice serving individuals and small businesses throughout Central New York. Decades of continuous operation have produced a deep, loyal client base that...

$880,000

$880,000

Cash Flow: $193,300

CPA Practice - Primarily Tax, Seller Financing

Salt Lake County, UT

This well established CPA practice is a great addition to an existing firm, or a springboard for a CPA to go out on their own. The owner is ready to retire after founding the practice in the 1990's...

$300,000

$300,000

Cash Flow: $150,000

South of Little Rock CPA Practice For Sale

Arkansas

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be around $480,000! • Service mix includes tax (52%), accounting (46%), and other...

$550,000

$550,000

Virtual CPA Firm for Sale

Bucks County, PA

Virtual practice. Established highly profitable CPA practice with $538,000 in 2025 revenue and a loyal, longstanding client base. The practice includes approximately 162 individual tax clients, 32...

$805,000

$805,000

Cash Flow: $497,000

Northeastern Oklahoma CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer through transition. • 2026 revenues expected around $365,000. • Revenues comprised of individual and business tax (54%), accounting/bookkeeping (40%) and...

$385,000

$385,000

Lucrative Consulting Business

$39,500 - Norfolk County, MA

$39,500

Norfolk County, MA

Thomas McKeen

United Franchise Group

Audit And Assurance Firm In British Columbia With 65%+ Cash Flow

British Columbia

-Two-partner audit and accounting practice with a specialized niche -Cash flow to owners running consistently above 65% of revenue, reaching 77% year to date in 2026 -Revenue stabilizing at...

$950,000

$950,000

North Tallahassee, FL Area – CPA Practice for Sale – $300K Revenue

Florida

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

Not Disclosed

Not Disclosed

Cash Flow: $154,165

Young Woo

YIBROKER

Serving Gwinnett County, GA

YIBROKER, we use decades of experience and industry reputation to help you find the business investment you're looking for. We are committed to assisting our clients find their next investment with custom-tailored deals.

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Talladega County, AL CPA Practice for Sale

Talladega County, AL

• The owner is a CPA • This practice was established in 1994 • Software in use includes Drake, QuickBooks, Accounting CS, and Medlin • Approximately $50,000 in annual revenue, via bookkeeping (30...

$375,000

$375,000

Cash Flow: $168,500

Profitable PB Bookkeeping-14 Yrs-Recurring Clients

Palm Beach County, FL

An exceptional opportunity to acquire a highly reputable, 14-year-old bookkeeping and financial services practice based in prestigious Palm Beach County, Florida. Operating with a streamlined, modern...

$350,000

$350,000

Cash Flow: $178,304

Virtual CPA Audit Firm $1,100,000 Revenue For Sale

Virtual CPA Audit Firm $1,100,000 Revenue For Sale OVERVIEW ABA Advisors represents this virtual firm that can be operated from anywhere in the United States. The seller is willing to provide...

Not Disclosed

Not Disclosed

Cash Flow: $463,931

Diversified Insurance Brokerage with Recurring Revenue

Description: The Company consists of two affiliated operating entities that collectively provide Medicare-related insurance products and long-term care insurance solutions. Through a telesales-driven...

Not Disclosed

Not Disclosed

EBITDA: $668,865

Virtual Ready Tax, Accounting, Payroll Practice SW Colorado $210k Rev

Colorado

Virtual Ready Tax, Accounting, and Payroll Practice – SW Colorado, Durango Area – $210,500 Revenue Having built a loyal client base over many years, this tax, accounting, and payroll practice has...

Not Disclosed

Not Disclosed

Cash Flow: $92,587

Established SW Metro CPA Practice - $229K Revenue

Scott County, MN

Opportunity to acquire an established Southwest Metro CPA practice serving individual, business, trust and estate, bookkeeping, payroll, and consulting clients. The practice generated approximately...

$250,000

$250,000

Cash Flow: $155,062

Northeast Denver Metro Area Practice for Sale

Colorado

- One owner bookkeeping practice in the northern suburbs of Denver - 100% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 51% of gross revenue - Practice currently utilizes...

$450,000

$450,000

Bellingham, WA CPA Practice for Sale

Whatcom County, WA

• The owner is a CPA • This practice was established in 1997 • Software in use includes Ultra Tax • Approximately $92,450 in annual revenue, via bookkeeping (30 clients) • Approximately 545 individual...

$1,400,000

$1,400,000

Cash Flow: $431,218

High-Income Potential Business Brokerage – Exclusive Territory

$91,000 - Santa Cruz County, CA

$91,000

Santa Cruz County, CA

Judah Dishington

United Franchise Group

Honolulu, HI Tax Clients for Sale

Honolulu, HI

This long-standing practice brings more than four decades of experience providing high-quality tax services to a well-established, loyal client base throughout Hawaii. Many client relationships span...

$418,000

$418,000

Virtual Birmingham, AL Tax & Bookkeeping Practice for Sale

Shelby County, AL

Highly Profitable Alabama Tax & Bookkeeping Practice with Recurring Monthly Revenue, Low Client Volume, and Less Than 5% of Clients Seen in Person. • This practice was established in 1998 • Software...

$530,000

$530,000

Cash Flow: $230,600

Established Tax Preparation & Bookkeeping Practice in Southeastern MA

Plymouth County, MA

This established tax preparation and bookkeeping practice has served individuals and businesses in Southeastern Massachusetts for more than 20 years. Services include individual, business,...

$170,000

$170,000

Cash Flow: $79,331

North Shore Area of Chicago CPA Firm

Cook County, IL

The Opportunity An exceptional opportunity to acquire a highly respected, single-owner CPA firm located in the desirable North Shore area of Chicago. Established by the founding CPA and operated...

$385,000

$385,000

St. Louis County CPA Practice For Sale

St. Louis County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $780,000! • Services include tax (70%) and accounting (350%). •...

$775,000

$775,000

Founder-Led UK Accountancy Consolidation Platform

London, England, United Kingdom

isting: Listing #4287903 (the group). Company name and legal entity disclosed after a signed NDA. Business Website: Disclosed in the data room Business Location: United Kingdom, remotely operable team...

$20,000,000

$20,000,000

Cash Flow: $1,750,000

CPA Firm for Sale - Lansing, MI Area - $740,000 Revenue

Michigan

CPA Firm for Sale - Lansing, MI Area - $740,000 Revenue Overview ABA Advisors represents this CPA firm in the Lansing, MI area. There are two staff persons that will likely be willing to work for the...

Not Disclosed

Not Disclosed

Cash Flow: $307,355

Turnkey Independent Global Money Transfer Business

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$138,000

$138,000

Greater-Houston Area Tax Consulting

Texas

A well-established state and local tax advisory practice offering a full suite of nexus studies, tax compliance, registrations, exposure analysis, and multi-state audit defense services to clients...

$2,700,000

$2,700,000

Cash Flow: $525,626

Redwood City CA CPA Practice for Sale

San Mateo County, CA

This tax-focused practice offers an attractive opportunity for a local practitioner looking to expand through acquisition. Practice Highlights: • The owner is a CPA • This practice was established in...

$200,000

$200,000

Cash Flow: $77,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

Hillsborough County, New Hampshire CPA Practice for Sale

Hillsborough County, NH

This well-established CPA practice offers a solid mix of tax, accounting, and assurance services. The practice provides strong cash flow and an attractive transition opportunity, with one of the CPA...

$310,000

$310,000

Cash Flow: $171,000

Edmonton, AB Franchised Business Services Practice For Sale

Alberta

A high-quality franchised Business Services practice specializing in advisory services, tax planning, and business accounting for small business owners. The firm is fully turnkey, providing a seamless...

$779,000

$779,000

Cash Flow: $297,894

North Vancouver, BC - Tax, Bookkeeping, and Payroll Practice For Sale

British Columbia

Well-established non-CPA accounting and tax book of business generating approximately $282,000 in annual billings. The book offers an attractive mix of accounting and tax services: Corporate Tax...

$349,000

$349,000

Cash Flow: $157,619

Establish ATM distribution company for sale

Chicago, IL

Over 300 established ATM machine contracts for sale...

$1,700,000

$1,700,000

Cash Flow: $480,000

Established Title & Escrow Agency, Washington, DC Metro | ~$853K SDE

Washington, DC

This established title and escrow agency has served the Washington, DC metro area, one of the nation's wealthiest residential corridors, for approximately fifteen years. The business handles...

Not Disclosed

Not Disclosed

Cash Flow: $853,000

Established Wisconsin CPA Firm with Diversified Client Base

Wisconsin

-Revenue holding steady at approximately $720,000, with consistent year-over-year stability -Cash flow to owner exceeding 50% margin -Consistent annual fee increases, most recently 6%, with new...

$850,000

$850,000

Established Virtual Tax Practice with Strong Revenue Growth

For more than 10 years, this fully virtual Practice has provided comprehensive tax and accounting services to approximately 400 active business and individual clients. Its estimated 2025 service mix...

$4,950,000

$4,950,000

Cash Flow: $1,409,799

Established Check Cashing For Sale In Las Vegas

Las Vegas, NV

Established check cashing store with a 35 year history! With the ability to do deferred payment loans, check cashing, buy gold and silver, and provide title loans, this store would be perfect for a...

$199,000

$199,000

Cash Flow: $60,090

Brian Kirksey

Ethos Real Estate

Serving Oakland County, MI

Founded in 2000, we are a full service property firm specializing in real and intangible property sales, leasing, and valuations.

Contact Me >

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Twin Cities Tax & Accounting Portfolio - $1.15M Revenue

Minnesota

Opportunity to acquire an established Twin Cities tax portfolio generating approximately $1.15 million in annual revenue. The portfolio includes approximately 1,000 recurring engagements, consisting...

$1,380,000

$1,380,000

Allstate Agency in North Central, Arkansas

Arkansas

This established Allstate agency offers a strong opportunity to step into a well-established book of business with a loyal customer base in North Central Arkansas. The agency generates $480,866.71 in...

$799,000

$799,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

Truist Park Area CPA Practice For Sale

Cobb County, GA

• Seller retiring and available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $365,000. • Year-round service mix includes tax (71%), bookkeeping (15%)...

$455,000

$455,000

Tuolumne County CA CPA Practice for Sale

Sonora, CA

Established Tuolumne County CPA Practice with Excellent Fees and Strong Cash Flow Practice highlights: • The owner is a CPA • Software in use includes Lacerte, Quickbooks, and Clockify • Seller...

$350,000

$350,000

Cash Flow: $123,000

ELITE Allstate Agency | Northeast Dallas

Dallas County, TX

This Elite Allstate agency offers an established operation with significant scale and a strong presence in the Northeast DFW market. The agency generates $2,336,584.50 in annual revenue, before an...

$5,500,000

$5,500,000

Established Check Cashing Business | Prime Lewisville Location

Lewisville, TX

An exceptional turnkey opportunity to acquire an established check-cashing business located in a prime Lewisville neighborhood center. Situated less than a mile from the vibrant historic Old Town...

$25,000

$25,000

Highly Profitable Southern Minnesota CPA Firm – $1.9 Million Revenue

Minnesota

Established full-service CPA firm serving Southern Minnesota with approximately $1.90 million in trailing revenue and $989,000 in seller’s discretionary earnings. The diversified, recurring service...

$3,500,000

$3,500,000

Cash Flow: $988,698

Cherokee County, TX CPA Practice for Sale

Cherokee County, TX

This well-established CPA practice is located in a desirable East Texas community and generates approximately $175,000 in annual gross revenue. The practice has provided quality tax and accounting...

$158,000

$158,000

Edmond CPA Practice For Sale

Oklahoma County, OK

• Seller is retiring and available to assist with a smooth client and staff transition. • 2026 gross revenues estimated at $365,000! • Revenues comprised of individual and business tax (34%),...

$450,000

$450,000

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 Analyzed400
Asking Price$535,625
Reported Revenue$476,788
Reported Seller's Discretionary Earnings$213,217
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$278,000$535,625$985,750

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$257,876$128,250
Median$476,788$213,217
Upper Quartile$925,074$372,568

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 Quartile1.051.97
Median1.252.56
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 $535,625, though prices range from under $278,000 to well over $985,750.

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 $213,217, 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 1.05 to 1.54, with a median of 1.25. Earning multiples range from 1.97 to 3.44, with the median at 2.56. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.56 times its annual owner earnings.

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