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Financial Services Businesses For Sale

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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

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

Pasadena Tax Firm for Sale

Pasadena, CA

Well-established bookkeeping, payroll, and tax practice for sale in the Pasadena, California region. The practice has family roots dating back more than 50 years and has operated under the current...

$1,300,000

$1,300,000

Cash Flow: $583,563

East Central AR CPA Firm

Arkansas

THE OPPORTUNITY A well-established, highly reputable CPA practice with a loyal client base and robust cash flow is now available for acquisition in scenic East Central Arkansas. Known for its strong...

$1,320,000

$1,320,000

Established Insurance Agency with Growth Potential

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$675,000

$675,000

Cash Flow: $134,876

Central North Carolina CPA Practice For Sale

North Carolina

• Seller wishes to continue working for buyer as needed which will help fully support transition of clientele. • 2025 gross revenues of $698,505 with seller estimating 2026 revenues around $700,000! •...

$875,000

$875,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

Southwestern Worcester County Tax & Accounting Firm for Sale

Worcester County, MA

This new tax and accounting practice for sale in southwestern Worcester County, Massachusetts generates annual gross revenue of approximately $520,000. Fees are strong, with business returns averaging...

$625,000

$625,000

Madison. AL CPA Practice for Sale

Madison County, AL

• The owner is a CPA • This practice was established in 1996 • 20% of clients meet with the seller and staff • Software in use includes Drake and EasyACCT • Approximately $53,000 in annual revenue,...

$650,000

$650,000

Cash Flow: $279,600

Albert Wooten

SVR Business Advisors

Serving St. Johns County, FL

OUR PROMISE At SVR, we provide focused, strategic representation for business owners, buyers, and investors navigating the complexities of buying or selling a business. Every client engagement begins with a thorough professional profile in order to assess goals, timing, valuation expectations, and long-term objectives, so we can tailor a clear, results-driven strategy. As a full-service business brokerage firm, SVR offers comprehensive services across the entire transaction lifecycle, including seller representation, buyer representation, business valuations, confidential marketing, deal structuring, negotiations, and transaction management through closing. Our expertise spans a wide range of industries and business models, from owner-operated enterprises to multi-location operations and investment-grade businesses. Our clients include entrepreneurs, private business owners, family-owned companies, investors, partnerships, and strategic acquirers. Whether representing a single business sale or a growing acquisition portfolio, SVR delivers the same disciplined, discreet, and dedicated representation to every client. We are committed to protecting value, maintaining confidentiality, and exceeding expectations because your business deserves representation as strong as the one you built.

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Recently Est, Insurance Agency in Thriving Market North of Dallas

Collin County, TX

Recently Est, Insurance Agency in Thriving Market North of Dallas This franchise Insurance Agency was recently established in a fast growing and affluent market north of Dallas. Since its launch in...

$67,000

$67,000

Cash Flow: $3,682

Calgary (AB) CPA, Bookkeeping & Tax Practice

Alberta

Well-established practice consisting of two complementary divisions under the same ownership with combined annual gross revenue of approximately $436,300. CPA Division– Annual Revenue: ~$263,900 ·...

$550,000

$550,000

Saguenay Lac-St-Jean (QC) Cabinet CPA-Auditeur

Quebec

Le cabinet offre une gamme de services professionnels principalement axée sur les missions de certification destinées à une clientèle d'affaires fidèle et bien établie. Les missions d'examen...

$250,000

$250,000

Cash Flow: $131,900

Virtual Tax Practice With Cash Flow Above 60%!

District of Columbia

-Cash flow to owner above 70% -Sophisticated client base including high-net-worth individuals and referrals from partners at large national law firms -Value billing supports fees well above standard...

$1,100,000

$1,100,000

North Hampden County, MA Practice for Sale

Hampden County, MA

This well-established accounting and tax practice located in Hampden County, MA generates approximately $525,000 in gross revenue and has experienced steady growth since its start. With an average...

$630,000

$630,000

Cameron County Tax & Accounting Practice For Sale

Cameron County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue anticipated at $270,000! • The service mix is a balance of both tax (68%),...

$335,000

$335,000

Mobile, AL Tax & Bookkeeping Firm for Sale

Mobile County, AL

• The owner is a CPA • This practice was established in 1999 • Software in use includes Sage, CFS, ATX • Approximately $111,000 in annual revenue, via bookkeeping (135 clients) • Approximately 210...

$220,000

$220,000

Cash Flow: $120,380

NE of Athens CPA Practice For Sale

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $680,000 with AUM of $18.6M. • Year-round service mix includes...

$860,000

$860,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

Huntington, WV Virtual Tax & Bookkeeping Practice #WV6533

Huntington, WV

This modern, fully virtual accounting and tax practice in Huntington, WV generates approximately $249,000 in annual gross revenue. • Fully virtual, streamlined operating model with low overhead,...

$325,000

$325,000

Lee's Summit Tax and Accounting Practice (partial sale)

Jackson County, MO

THE OPPORTUNITY An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee's Summit, Missouri. Ideal acquisition for a licensed...

$249,000

$249,000

Central Valley CA (Stanislaus County) CPA Practice for sale

Stanislaus County, CA

Established in 2010, this well-established CPA practice offers an attractive opportunity for a CPA firm seeking a substantial client base with a diversified mix of tax, accounting, payroll, and...

$1,900,000

$1,900,000

Cash Flow: $762,000

Southeast Tulsa CPA Practice For Sale

Tulsa County, OK

• Seller is retiring and is available to assist the buyer with a smooth transition. • 2026 gross revenue expected around $816,000! • Revenues comprised of individual and business tax (44%),...

$1,020,000

$1,020,000

$14M+ Automotive Retail & Finance Platform | $2.7M Earnings

Oklahoma

Rare opportunity to acquire a highly profitable, owner-independent automotive retail and finance platform consisting of two established used vehicle dealerships and a complementary lending operation....

$19,995,000

$19,995,000

EBITDA: $2,700,076

Accounting Practice for Sale in Norfolk County, MA

Westwood, MA

Approximately 37 years of operating history Located in affluent Westwood, Massachusetts $451,406 of 2025 gross revenue Approximately 17% revenue growth from 2024 to 2025 Approximately 752 individual...

$563,750

$563,750

Cash Flow: $121,000

Established Insurance Business for sale

Sparks, NV

Independant insurance agency book of business for sale. . We are selling our book of insurance business of primarily personal lines p&c auto and home clients. It would need to be purchased by a...

$25,000

$25,000

Cash Flow: $30,000

Established Farmers Insurance Agency

Montrose, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Montrose, CO....

$550,000

$550,000

Cash Flow: $125,000

Established Tax Preparation business

Montgomery County, AL

This is a rare opportunity to acquire a well-established tax preparation serving individuals, families, and small businesses throughout the Central Alabama market. The company has built a strong...

$75,000

$75,000

Cash Flow: $46,000

Quick Sale! Insurance Book of Business 30+ years of clients

Pleasant Hill, CA

Established Independent Insurance Agency - 30+ Years of Success This well-established independent insurance agency presents an exceptional acquisition opportunity for buyers seeking a proven business...

$285,500

$285,500

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

Farmers agency

Loma Linda, CA

As a dedicated Farmers agency, we offer personalized home and auto insurance solutions backed by one of the most recognized and trusted names in the industry. We take the time to understand your needs...

$185,000

$185,000

Cash Flow: $135,000

Established agency in a fantastic location in East Texas!

Rusk County, TX

Well established insurance agency located on the main drag in a town of 15000 people with limited competition from competing agencies. Many customers have been with the agency for decades. Great...

$300,000

$300,000

Cash Flow: $125,000

Accoounting Practice for Sale in Lenoir County, NC

Lenoir County, NC

Established in 1972, this well-known Lenoir County, North Carolina CPA practice offers a strong opportunity to acquire a longstanding, locally established accounting business. The Firm generates...

$600,000

$600,000

Cash Flow: $128,000

Cumberland County CPA Practice For Sale

Cumberland County, PA

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to increase to approximately $500,000! • Solid book of services including tax (69%),...

$600,000

$600,000

Walnut Creek CPA Firm for Sale

Walnut Creek, CA

Established CPA firm for sale in Walnut Creek, California. The practice was established in 2012 and began primarily as an audit practice. It has since diversified into tax, client accounting services,...

$1,150,000

$1,150,000

Cash Flow: $466,822

Profitable CPA Practice for Sale – Indianapolis, Indiana Area

Indianapolis, IN

This well-established and highly profitable CPA practice serves a diverse client base throughout the Indianapolis area, with a strong mix of tax compliance, accounting, payroll, and consulting...

$2,764,237

$2,764,237

Established Tax and Accounting Firm With Cash Flow Above 50%!

Colorado

-Cash flow to owner is projected around $800,000 for 2026 -Nearly paperless operations with well-documented workflows supporting independent staff coverage -Revenue approaching $1.6M, with systematic...

$3,000,000

$3,000,000

Dallas TX Profitable Tax Preparation Franchise

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$127,000

$127,000

Chris Falco

Falco Sult

Serving King County, WA

Started over 30 years ago, Falco Sult began as a full-service accounting firm and has since expanded into the Mergers & Acquisition arena over the last 8 years, in addition to other value-based financial services as noted above. We offer a comprehensive solution to the business owner - helping to achieve their goals and success.

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Reisterstown, MD CPA Tax & Accounting Practice

Reisterstown, MD

This well-established CPA Practice for sale in Reisterstown, MD has annual gross revenues of approximately $209,000. The practice has built a loyal, high-quality client base consisting predominantly...

$290,000

$290,000

Cash Flow: $170,000

Rare Independent P&C Insurance Agency - In Naples, FL

Collier County, FL

This is a very rare opportunity to own a fully operable P&C Insurance Agency located in one of the most desirable Florida markets, Naples. This agency has been in business for almost 14 years and is...

$1,800,000

$1,800,000

Cash Flow: $287,563

Consulting Business– NW Houston & The Woodlands

$55,000 - Houston, TX

$55,000

Houston, TX

Thomas McKeen

United Franchise Group

Fayetteville Tax and Accounting Practice (CPA Owned) For Sale

Cumberland County, NC

• Seller retiring but willing to assist buyer in transitioning ownership. • 2026 revenues to be around $210,000. • Revenues comprised of individual and business tax (88%), accounting/bookkeeping (10%)...

$250,000

$250,000

ELITE Allstate Agency | Northeast DFW

Dallas County, TX

This Elite Allstate agency offers an opportunity to step into an established book of business with strong scale and a proven track record in the Northeast DFW market. The agency generates $1,363,121...

$2,500,000

$2,500,000

Reliable Tax Planning and Bookkeeping Solutions for Sale!

Hampton City County, VA

This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company...

$350,000

$350,000

Cash Flow: $77,443

A Highly Specialized, U.S.-based Accounting and Tax Advisory firm

Washington County, OH

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation,...

Not Disclosed

Not Disclosed

EBITDA: $1,636,000

East Tennessee CPA Practice for Sale

Tennessee

• The owner is a CPA • This practice was established in 1995 • Software in use includes Drake, EasyAcct • Approximately $121,100 in annual revenue, via bookkeeping (40 clients) • Approximately $42,800...

$650,000

$650,000

Cash Flow: $338,000

North Arlington, TX CPA Practice for Sale

Arlington, TX

This long-standing CPA practice is conveniently located in North Arlington, TX and has annual gross revenue of approximately $505,000. The practice has served a loyal base of individual and business...

$605,000

$605,000

Cash Flow: $229,190

Quick Sale! Profitable Tax Business with 30 Years of Clients

Pleasant Hill, CA

After more than 30 years of serving the community, this well-established tax preparation business is available for sale. This is a turnkey opportunity for a tax professional, CPA, EA, bookkeeping...

$442,500

$442,500

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 Analyzed404
Asking Price$550,000
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$220,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$289,975$550,000$995,500

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$259,919$131,680
Median$485,000$220,000
Upper Quartile$929,869$379,000

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 Quartile1.061.97
Median1.252.57
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 $550,000, though prices range from under $289,975 to well over $995,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $485,000 and owners earn a median of $220,000, 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 1.06 to 1.54, with a median of 1.25. Earning multiples range from 1.97 to 3.44, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.

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