All Locations

Financial Services Established Businesses For Sale

Showing 1,088 results sorted by
Industry Info
$600,000+ Revenue – San Antonio, TX Area CPA Firm for Sale TX-2108

Texas

Overview ABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth...

Cash Flow: $336,409

Cash Flow: $336,409

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Southwest Ohio - South of Dayton Practice For Sale

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

$895,000

Central Ohio - South of Columbus Practice for Sale

Ohio

• Well established, single owner tax & accounting practice • 67% tax prep, 18% accounting, 15% payroll • High volume with opportunities for price increases • Strong seasonal staff • Tax software used...

$330,000

$330,000

Denver Metro Area CO CPA Practice for Sale

Colorado

- Two-owner CPA practice with multiple locations - 76% Tax Preparation (69% Individual; 31% Business); 24% Bookkeeping/Payroll - Cash flow to owner before potentially duplicate expenses is a solid 57%...

Cash Flow: $457,000

Cash Flow: $457,000

Established Accounting Firm with Excellent Staff!!!

Oakland County, MI

This is a well-established accounting firm offering a turnkey opportunity for a buyer seeking a solid foundation and immediate revenue. The practice features a team of experienced and capable staff...

$437,109

$437,109

Profitable Tax Practice with Experienced Staff In Place

Michigan

Highly Profitable, Well-Established EA Practice with Experienced Staff and Smooth Transition Support This is an excellent opportunity to acquire a well-established Enrolled Agent (EA) practice with a...

$810,591

$810,591

NE Arkansas CPA Firm

Arkansas

AR1173: This CPA firm is a second location for a well-established CPA firm. The owners are seeking a CPA or EA buyer for this business as they are approaching retirement. With a large number of...

$460,000

$460,000

Profitable Allstate Insurance Office in Levittown

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

$450,000

Cash Flow: $195,000

Established Merchant Services Company- Profitable & Scalable Business

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

$3,300,000

Cash Flow: $450,000

Unique Errors & Omissions Insurance Brokerage For Sale

Parkland, PA

**NDA Required for address** NOTE: Yes, it is still available. If interested, please schedule a call to discuss further: https://calendly.com/christian-zarama/15min Asking Price: $1,000,000.00 2023...

$875,000

$875,000

Cash Flow: $221,681

Specialized VAT Tax firm with Fortune 500 Clients for Sale in the US

-2025 Projection is on track for $1,000,000 -VAT Management services average around $13,000 -30% of clients are over $20M in revenue and another 30% are over $10M. Several are multibillion dollar...

$1,195,000

$1,195,000

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

Money Service Business

$399,000 - Paso Robles, CA

$399,000

Paso Robles, CA

Novato CA CPA Tax Practice for Sale

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

North Utah County Tax & Accounting Practice

Pleasant Grove, UT

Established Tax & Accounting Practice - 30+ Years of Success This profitable tax and accounting practice in Pleasant Grove, Utah County presents an exceptional opportunity for an experienced...

$170,000

$170,000

Tom Morse

Transworld Business Advisors of Eastern NC

Serving Carteret County, NC

Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld offers the professional services that successfully bring buyers and sellers together. When a company owner needs to sell their business, they can’t just stick a for sale sign in the window. They need the assistance of a business broker to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld Business Advisors focuses on three core concepts: business brokerage, franchise consulting, and franchise development. Transworld Business Advisors is the largest and fastest growing Business Brokerage and M&A firm in the world: * 40th year in business * 10,000 businesses sold * 750+ advisors worldwide * 250+ offices worldwide * Over 400,000 pre-qualified and unique buyer list in our database

Contact Me >

Contact me
Accounting Practice for Sale in Fort Mill, SC

Fort Mill, SC

Accounting 41 Monthly Clients Total $56,500 28 Annual Clients - Total $8,200 2 Quarterly Clients - Total $850 Income Tax Individuals 560 Total $202,615 Businesses 117 Total $ 63.062 Other 6 Total...

$450,000

$450,000

Cash Flow: $121,630

$230K SDE | Remote Accounting Firm | Recurring Revenue | Semi-Absentee

Austin, TX

$230K SDE | Recurring Revenue Accounting Firm | Semi-Absentee | Scalable Remote Operation Modern, Systematized Accounting & Advisory Business with Strong MRR and Loyal Client Base Asking Price...

$1,000,000

$1,000,000

Cash Flow: $230,000

Very Profitable Accounting Practice with Staff!

Montgomery County, OH

This is a highly profitable CPA practice offering a well-balanced mix of accounting, tax, and advisory services. The firm has cultivated a loyal and long-standing client base, built on years of...

$569,784

$569,784

Eastern, ID CPA Practice for Sale

Idaho

We are pleased to present a new CPA Tax, Accounting, and Payroll Practice for sale in Eastern Idaho! With gross revenue having increased by nearly 20% since 2022, the practice has continued to grow...

$350,000

$350,000

Southwest Riverside County EA Firm for Sale

Menifee, CA

EA firm for sale in Southwest Riverside County, CA. Due to the small-town nature of the location, we are holding off on publicly sharing the city until the Practice Profile is reviewed and you express...

$199,000

$199,000

Cash Flow: $117,781

Lake Forest EA Firm for Sale

Lake Forest, CA

EA firm for sale in Lake Forest, CA. This Firm has been operating in the city for over 20 years and in the same location for the past 10. The clients can easily be relocated to the Buyer’s office...

$110,000

$110,000

Cash Flow: $101,579

South of St Louis CPA Firm

Missouri

MO1166: This south of St Louis CPA firm has lots to offer including a desirable mix of services, a good fee structure and a nice cash flow to the owner! The seller is seeking a CPA buyer. The office...

$490,000

$490,000

$228K SDE - Semi-Absentee, Recurring Rev Accounting Firm – Scalable

Fort Lauderdale, FL

Semi-Absentee, Recurring Revenue, Remote Team — Built to Scale $228,000 SDE | $1,000,000 Asking Price Modern, Tech-Enabled Accounting Firm with Strong MRR and Loyal Clients This is a rare opportunity...

$1,000,000

$1,000,000

Cash Flow: $228,000

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

SE MO CPA Firm

Missouri

MO1165: The sellers of this CPA firm in SE Missouri are approaching retirement and seeking CPA buyers. The firm is well-established in the area, has a nice mix of work, and a good cash flow to the...

$1,500,000

$1,500,000

Highly Profitable CPA Firm (75%+ SDE!)

DuPage County, IL

Well-established and extremely lucrative CPA firm with a long track record of success and client loyalty. This practice boasts a strong and diverse client base across multiple industries, offering...

Cash Flow: $393,436

Cash Flow: $393,436

Concord, New Hampshire CPA Practice for Sale

Concord, NH

• Quality tax (CPA) practice for sale in Concord, New Hampshire (near Manchester) • Revenue mix: Tax services for individuals (71%) and business entities (25%); and other professional services (4%) •...

$135,000

$135,000

Cash Flow: $115,000

Northeast Ohio - South of Cleveland Practice for Sale

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

$450,000

Tax and Accounting Practice with Staffing in Place

Madison, WI

We are pleased to present the sale of this Tax and Accounting firm located in Madison, Wisconsin. The firm has a long, consistent history spanning over multiple decades, providing services to...

$400,000

$400,000

Established Farmers Insurance Agency Grand Junction, CO

Grand Junction, 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 Mesa County's...

$185,000

$185,000

Cash Flow: $75,000

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Efficient, High-Profit Accounting & Tax Firm – Trademarked Brand Value

Collin County, TX

This well-established Accounting & Tax Practice, operating under a trademark-registered brand name currently in the process of franchise development, offers an exceptional opportunity for...

$2,295,000

$2,295,000

Cash Flow: $900,000

Established & Profitable CPA Practice, over 200 Tax Clients

Las Vegas, NV

Key Highlights: o Strong client retention o Diversified service offerings o Excellent reputation in the community o Significant opportunities for expansion through cross-selling additional services,...

$300,000

$300,000

Gillette, Wyoming CPA Practice for Sale

Gillette, WY

This well-established and steadily growing CPA practice for sale in Gillette, WY, generates annual gross revenues of approximately $450,000. The practice caters to a loyal, high-quality client base,...

$330,000

$330,000

Allstate Agency on Florida's Southeastern Coast

Boca Raton, FL

Located on the southeastern coast of Florida, this Allstate agency is positioned at a prime intersection with strong visibility and growth potential. With over $3.4M in premium and more than 1,100...

$499,000

$499,000

Cash Flow: $116,000

Allstate Agency in North West Florida

Marianna, FL

Established and high-performing Allstate agency in North Western Florida, generating over $11.7M in premium. Has P&C binding in GA, AL, and Florida! The book includes strong Allstate, Ivantage, and...

$2,400,000

$2,400,000

Cash Flow: $650,000

Elite Allstate Agency in Dallas, Texas

Rockwall County, TX

This fully remote, high-performing insurance agency generates $2.1 million in annual revenue and holds binding authority across six states: Texas, Arizona, Colorado, Oklahoma, Arkansas, and New...

$6,500,000

$6,500,000

Cash Flow: $700,000

Tax practice - CPA operated

Littleton, CO

Tax practice only. Room for additional growth with slow prices increases. Easy expansion by adding bookkeeping, accounting and other services. No website. Owner has been turning down most referrals....

$220,000

$220,000

Cash Flow: $128,464

Saint Charles County Accounting Practice For Sale

St. Charles County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $215,000! • Primarily a bookkeeping practice servicing...

$245,000

$245,000

Roaring Fork Valley CO CPA Practice for Sale

Colorado

- Single-owner CPA practice - 85% Tax Preparation (58% Individual; 35% Business; 7% Other) 15% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 48% - Practice utilizes...

Cash Flow: $169,000

Cash Flow: $169,000

VA CPA Practice, West of DC

Winchester County, VA

NEW CPA Practice for Sale LISTING NUMBER VA2068 Geographic Location: Northern Virginia Practice Details: Top quality CPA tax practice located west of DC. CPA owner plus 1 other CPA, three accountants,...

$600,000

$600,000

Trusted Local Tax Prep Business in SW Miami

Miami, FL

Established in 2024, this tax preparation service has already achieved strong first-year sales and is well-positioned for continued growth. Built on modern systems and efficient processes, the...

$110,000

$110,000

Cash Flow: $17,476

$270,000 Revenue, Marinette County, WI Tax & Accounting - ABA Advisors

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Cash Flow: $170,109

Cash Flow: $170,109

Dean A. Koutroumanis, D.B.A., M.B.A.

Re/Max Elite Realty Commercial

Serving Pinellas County, FL

Contact Me >

Contact me
Check Cashing @location 30yr! 10M transactions! Rent only $1600!

Monmouth County, NJ

Profitable Check Cashing Business – $10M Annual Volume – Exclusive Territory Rare opportunity to own a high-volume, low-overhead check cashing business with over 30 years of continuous operation in...

$120,000

$120,000

Cash Flow: $124,800

Profitable CAAS Firm with Solid Cashflow for a Remote Buyer for Sale

North Carolina

-CAAS services are billed on a recurring fixed fee basis with a packaged structure -50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900 -Several remote employees, with only 1 going...

$750,000

$750,000

Bellevue, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 2013 • Software in use includes QuickBooks, ATX • Approximately $280,000 in annual revenue, via bookkeeping (50 clients) • Approximately 140...

$650,000

$650,000

Cash Flow: $269,000

Accounting & Bookkeeping Services Business

Massachusetts

LISTING ID # 36331 This is one of the leading accounting and paralegal service providers in the area, offering full-charge accounting and bookkeeping services that allow business owners to focus on...

$200,000

$200,000

Cash Flow: $80,000

Northeast Indiana - Michigan Border Practice for Sale

Indiana

• Well established, multi-partner CPA practice • 47% tax prep, 30% accounting, 23% consulting/other • High margin practice with a focus on business clients • Strong staff, including 3 staff...

$2,250,000

$2,250,000

NW Lower Peninsula, MI CPA Practice for Sale

Michigan

This long-established CPA practice for sale in Northwest Lower Michigan generates annual gross revenues of approximately 739,000. The firm has built a strong reputation over nearly four decades,...

$695,000

$695,000

Profitable Dade County Tax Prep & Credit Service

Miami-Dade County, FL

Established tax and bookkeeping business with strong Latin community ties. Recurring revenue, loyal client base, and excellent reputation. Ideal for a bilingual owner-operator. Turnkey opportunity!...

$500,000

$500,000

Cash Flow: $198,715

CPA firm for sale with 65% cash flow and 650 owner hours!

North Carolina

-Cash flow at 65% -Owner hours 650 per year -Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of...

$525,000

$525,000

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.