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Financial Services Established Businesses For Sale

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East Boulder County CO CPA Practice for Sale

Boulder County, CO

- Single-owner CPA practice in vibrant, growing community - Stable practice in same location for over 35 years - Demonstrated strong revenue growth for several years is expected to continue for 2026...

$900,000

$900,000

Full Accounting Software Business for Sale in WA

King County, WA

LISTING ID # 33833 This business is a sales, contact manager inventory & accounting system. Fully customizable to create industry specific solutions. Written in MS Access & Visual Basic. Data is...

$300,000

$300,000

Cash Flow: $58,000

ELITE Allstate Agency in Everett, WA

Everett, WA

Located in Everett, Washington, this established ELITE Allstate agency offers a rare opportunity to acquire a well-maintained, 60-year book of business with a strong history of stability. The agency...

$999,000

$999,000

Sacramento CPA Practice

Sacramento County, CA

This well-established practice generates a balanced mix of recurring bookkeeping & financial reporting revenue and tax compliance services, providing stable cash flow and long-standing client...

$800,000

$800,000

Cash Flow: $276,000

La Mesa CPA Firm for Sale

La Mesa, CA

Established CPA firm for sale in La Mesa, California. The practice was founded in 1992 and has built a long-standing presence in La Mesa. The Seller is preparing for retirement and is seeking to sell...

$525,000

$525,000

Cash Flow: $222,624

NW Georgia CPA Practice For Sale

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues are expected to increase to $685,000! • Service mix includes Tax (59%),...

$875,000

$875,000

Southwest of Fort Worth, TX CPA Practice for Sale

Texas

Located in a highly desirable, growing community Southwest of Fort Worth, TX, this long-standing CPA practice has annual gross revenue of approximately $672,000. It has been serving the area for...

$750,000

$750,000

Cash Flow: $172,042

Turnkey P&C Agency

Mclennan County, TX

Established Property & Casualty Insurance Agency for Sale in McLennan County, TX This turnkey P&C insurance agency represents an exceptional opportunity to acquire a well-established franchise...

$200,000

$200,000

Bookkeeping and Tax Practice - Established 1998

Ontario

This is a great opportunity to acquire a long‑standing, highly reputable bookkeeping and tax practice. Founded in 1998, this firm has built a loyal client base over nearly three decades, with many...

$225,000

$225,000

Cash Flow: $81,887

Established Trading Platform for Sale

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$750,000

$750,000

Cash Flow: $206,000

Farmers Insurance Agency - $150K Income - Vietnamese

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

$230,000

Farmers Insurance Agency – $170K Income – Mandarin/Cantonese

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000

$265,000

100% Virtual Tax Prep Company

Pottawatomie County, OK

Business Description An exceptional opportunity to acquire a thriving, 100% virtual tax practice dedicated to serving local businesses and individual taxpayers. Established with a foundation of...

$31,000

$31,000

Cash Flow: $25,000

Farmers Insurance agency

$320,000 - Englewood, CO

$320,000

Englewood, CO

High-Volume Tax Firm With 50% Cash flow and Tenured Staff

Alabama

-Revenue approaching $1.8 Million for 2026, with growth driven entirely by referrals and no paid advertising, Firm has grown over $200,000 in revenue for the last 2 years -Cashflow is estimated at...

$2,500,000

$2,500,000

Established Billingual Spanish Agency for Sale in Riverside County, CA

Riverside County, CA

Well-established Farmers Insurance agency with 15 years of operating history and a strong reputation for personalized customer service. The agency generates approximately $2.43 million in annual...

$367,000

$367,000

Scott Pool

Transworld Business Advisors of Charlotte

Serving Mecklenburg County, NC

Transworld is a world leader in the sale of businesses and commercial real estate. Our agents are highly skilled marketing professionals that are connected to the most powerful network of qualified buyers available.

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North Shore, MA CPA Tax & Attest Firm for Sale

Middlesex County, MA

This new CPA tax and attest firm for sale on the North Shore in Massachusetts is projected to gross $1,425,000 in 2026! The fee structure at this premium practice is excellent; individuals & trusts...

$1,497,000

$1,497,000

Acton-Boxborough, MA Area CPA Tax Practice for Sale

Middlesex County, MA

This new CPA tax practice for sale in the Acton-Boxborough, Massachusetts area generates annual gross revenue of approximately $194,000! Fees for business clients and partnerships are strong,...

$245,000

$245,000

CPA Practice for Sale – Naperville, IL - $250,000 Revenue

DuPage County, IL

CPA Practice for Sale – Naperville, IL - $250,000 Revenue Overview ABA Advisors represents this CPA practice located in Naperville, IL. The owner wishes to sell the firm but is willing to remain on...

Not Disclosed

Not Disclosed

Cash Flow: $95,899

Asheville CPA Practice For Sale

Buncombe County, NC

• Owner is retiring and is available to assist with a transition, as mutually agreed, to help maximize client retention. • Gross revenue for 2026 estimated around $475,000! • Revenues comprised of...

$550,000

$550,000

Stoughton, MA CPA Practice for Sale

Norfolk County, MA

This CPA practice, located in Stoughton, MA, generates approximately $450,000 in annual gross revenues from a loyal base of clients. With approximately 60% of revenue generated from sought after...

$495,000

$495,000

Hybrid CPA Firm With Low Owner Hours and 50%+ Cash Flow

British Columbia

-Cash flow to owner exceeding 50%, with owner hours at less than 1,000 annually -Loyal, multi-generation client base built over many years, with no single client exceeding 5% of revenue -Client-facing...

$655,000

$655,000

Allstate Agency in Ann Arbor, MI

Ann Arbor, MI

**UP TO 50% SELLERS NOTE** This high-performing Ann Arbor Allstate agency offers a rare opportunity to acquire a well-established book of business. The agency generates more than $480,000 in annual...

$699,000

$699,000

Houston Northwest Tax and Accounting Practice (53% Accounting)

Houston, TX

****SALE PENDING**** PLEASE NOTE: Buyers need to be CPAs who will have a CPA who can take over firm leadership and maintain current location. Highlights: The practice enjoys a collaborative...

$1,950,000

$1,950,000

Cash Flow: $456,000

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

High Profit Chicago North Shore Area Tax and Accounting Practice

Lake County, IL

****SALE PENDING**** Highlights: • Seller’s Discretionary Earnings of $723,000 (76% of Revenue) • Exceptionally high-profit practice • Located in an affluent area with high-net-worth clients • Strong...

$1,450,000

$1,450,000

Cash Flow: $723,000

CPA & Accounting Practice — Overland Park, Kansas

Johnson County, KS

This well-established CPA and accounting practice has served the Kansas City metropolitan area for decades from a prime location in one of the highest-income suburban markets in the Midwest. The...

$525,000

$525,000

Cash Flow: $371,475

Overland Park CPA Firm

Overland Park, KS

THE OPPORTUNITY An exceptional opportunity to acquire a highly respected, turnkey CPA firm located in the desirable Overland Park community. Known for its premier reputation and deeply loyal,...

$1,800,000

$1,800,000

Northern VA VIRTUAL Tax Practice (CPA Owned) For Sale

Norfolk City County, VA

• VIRTUAL PRACTICE with clients primarily located in Northern Virginia. • Owner is retiring and is available to assist through the first tax season to help ensure a smooth client transition. • Yearly...

$80,000

$80,000

Pelham, AL CPA Practice for Sale

Shelby County, AL

• The owner is a CPA • This practice was established in 2002 • Software in use includes Drake, QuickBooks, Sage 50 • Approximately $30,000 in annual revenue, via compilations (13 clients) •...

$450,000

$450,000

Cash Flow: $189,700

SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years

Colton, CA

This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal...

$250,000

$250,000

Cash Flow: $87,846

Highly Profitable CPA Tax Practice Located in Popular SW Chicago Burb

Cook County, IL

Grossing $372,203 | Up to 90% Bank & Seller Financing Available | No Fee to Register as a Buyer This well-established CPA practice in a Southwest Chicago suburb offers a strong, diversified revenue...

Not Disclosed

Not Disclosed

Cash Flow: $162,531

Alberta CPA Firm With Steady Growth and Strong Staff Retention

Alberta

-Deep-rooted client base with strong ties to specialized niche -Consistent, referral-driven growth with a steadily expanding corporate roster -Revenue growing consistently, with 2026 projected in...

$1,475,000

$1,475,000

CPA Tax Practice Grossing $465k For Sale In Louisville, KY

Louisville, KY

Established CPA practice serving the Louisville metro area, with steady, low-turnover clients and strong growth potential for the right buyer. This practice has built a loyal client base across...

$465,796

$465,796

Tax Preparation Book of Business | Lancaster County, PA

Lancaster County, PA

This is a unique opportunity to acquire an established tax preparation practice built over 25 years of trusted client relationships and referrals. Operating independently for the past 10 years, the...

$44,900

$44,900

Well established credit Card processing portfolio for sale. Easy to ru

$200,000 - Los Angeles, CA

$200,000

Los Angeles, CA

$3.6 million Gross Hospitals and EMS 3 Clients 60% concentrated

Virginia

This year marks another chapter of remarkable 20% growth with $3.6 million in proforma gross revenue. Clients include 6 emergency rooms, EMS and 5 new client partnerships. Each milestone reflects the...

$3,000,000

$3,000,000

Cash Flow: $600,000

Akron Area CPA Practice Grossing $175k

Ohio

Grossing $175,745 annually. Seller financing terms available for qualified buyers. This well-established CPA practice has served the Akron area for decades, building a loyal client base almost...

$200,349

$200,349

North Bergen County, NJ CPA Practice for Sale

Bergen County, NJ

This well-established, reputable CPA firm located in North Bergen County, New Jersey has built a loyal, high-quality client base consisting of approximately 530 individual clients and more than 160...

$2,900,000

$2,900,000

Accounting Practice for Sale in Bristol County, Massachusetts

Somerset, MA

Well established bookkeeping, payroll and tax preparation semi-virtual practice. Owner is looking for a compatible culture for staff and clients. 550 1040s and 70 entities generate $350,000 in...

$675,000

$675,000

Cash Flow: $196,000

Insurance Agency Business for Sale

Charleston County, SC

This coastal South Carolina opportunity allows an established agency or agent to acquire a decades-old book of business supported by a dual-office presence and an experienced, licensed team. The firm...

$300,000

$300,000

Cash Flow: $206,656

KC Metro-Jackson County Tax & Bookkeeping Firm

Jackson County, MO

THE OPPORTUNITY An extraordinary opportunity to acquire a thriving, modernized CPA firm with deep roots in Jackson County, MO. Operating as a respected third-generation legacy practice with...

$480,000

$480,000

St George, UT CPA Tax & Accounting Practice

Washington County, UT

This well-established yet growing CPA Tax & Accounting Practice for sale in St. George, UT has annual gross revenues of approximately $1,100,000. The firm caters to a loyal, high-quality client base...

$1,275,000

$1,275,000

Wayne, NJ CPA Tax & Accounting Practice

Wayne, NJ

This established CPA Practice for sale in Wayne, NJ has annual gross revenues of approximately $485,000. The practice serves a loyal client base of high-net-worth individuals and closely held...

$720,000

$720,000

Chris Beckman

Transworld Business Advisors of Long Beach, Tustin & Irvine

Serving Orange County, CA

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.

Contact Me >

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Established Investor-Focused SaaS Seeking Strategic Acquirer

Florida

A well-established vertical software platform serving investors in private, early-stage companies is available to a strategic or synergistic acquirer. This is not a distressed sale or a lifestyle...

Not Disclosed

Not Disclosed

Cash Flow: $270,000

Entity Rich, Semi-Virtual CPA Firm for Sale - Phoenix, Arizona

Phoenix, AZ

The firm derives seventy-seven percent of its revenue from business entities and has regular periodic accounting work as well to help keep cash flow in the green all year long. While the practice...

$420,000

$420,000

Cash Flow: $195,000

Decatur, AL--Fully Staffed Million Dollar Insurance Agency

$900,000 - Decatur, AL

$900,000

Decatur, AL

Buffalo Metro Tax and Accounting Practice For Sale

Erie County, NY

• Owner is retiring and is willing to provide transition assistance to help ensure a smooth transfer of client relationships. • Gross Revenue for 2026 estimated around $205,000. • Revenues comprised...

$250,000

$250,000

Virtual Accounting and Tax Practice - 56% Accounting / Few Returns

Pennsylvania

****SALE PENDING**** Only 66 1040s prepared with an outstanding average fee of $1,763! ABA Advisors is pleased to present this outstanding, fully virtual practice with the majority of revenue coming...

$1,300,000

$1,300,000

Cash Flow: $336,000

HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

$499,999

Cash Flow: $1,545,000

Insurance Agency–Comm Truck–Potter Cnty, TX#120712

Potter County, TX

This established independent commercial trucking insurance agency represents a compelling acquisition opportunity in the specialized commercial transportation insurance sector. Operating continuously...

$400,000

$400,000

Cash Flow: $250,000

S Central AR CPA Firm

Arkansas

THE OPPORTUNITY Opportunity awaits south of Little Rock! This well-known, long-established tax practice delivers exceptional profitability. Whether you are looking to step into practice ownership or...

$350,000

$350,000

High-Margin CPA Firm Located in Far SW Chicago Suburb

Will County, IL

Practice Location: Far Southwest Chicago Suburb Terms: Up to 90% Bank & Seller Financing Available Reason for Selling: Retirement Reference: IL-7632 This established CPA firm serves a loyal,...

Not Disclosed

Not Disclosed

Cash Flow: $555,819

Virtual CFO Advisory Firm With 80% Recurring Revenue

Georgia

-Owner hours only 200 -Approximately 80% of revenue comes from recurring engagements -Value-pricing model targets 70% to 80% margins with minimal accounts receivable -Cash flow over 70% About this...

$1,500,000

$1,500,000

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 Analyzed401
Asking Price$575,000
Reported Revenue$487,000
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
$295,000$575,000$1,010,000

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$261,844$132,890
Median$487,000$220,000
Upper Quartile$947,500$388,000

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 Quartile1.072.00
Median1.252.58
Upper Quartile1.553.45

FAQ's

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

The median asking price for an established Financial Service Business is $575,000, though prices range from under $295,000 to well over $1,010,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $487,000 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 1.07 to 1.55, with a median of 1.25. Earning multiples range from 2.00 to 3.45, with the median at 2.58. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.58 times its annual owner earnings.

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