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Financial Services Established Businesses For Sale

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High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

Southern Westchester Tax Practice For Sale

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

$550,000

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue

Illinois

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue Overview ABA Advisors represents this CPA firm located in a near west suburb of Chicago, just west of Midway Airport. The owner...

Not Disclosed

Not Disclosed

Cash Flow: $239,964

Commission Advance for Realtors Franchise - NJ and NY

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$700,000

$700,000

Cash Flow: $300,000

Profitable Insurance Business for Sale - Own Your Future!

Norfolk City County, VA

Established with a strong foundation in the insurance industry, this independent insurance agency has built a longstanding reputation for personalised service, trusted client relationships, and...

$540,000

$540,000

Cash Flow: $105,180

Accounting practice affluent NW suburb of Chicago, Semi-Absentee

Cook County, IL

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

Not Disclosed

Not Disclosed

Cash Flow: $515,000

Middletown, DE Virtual Accounting & Tax Practice for Sale #DE6379

Middletown, DE

This modern, fully virtual accounting and tax practice in Middletown, DE generates revenues to be sold of approximately $205,000 • Fully remote operating model allows for low overhead, operational...

$285,000

$285,000

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

Accounting Practice for Sale in DFW Metroplex

Tarrant County, TX

Established CPA firm generating approximately $839K in annual revenue with a strong concentration of loyal small business clients. Practice offers a balanced mix of tax preparation, accounting,...

$1,050,000

$1,050,000

Cash Flow: $350,000

Established ELITE Allstate Agency in the Eastern Dallas Metro

Kaufman County, TX

Located in the rapidly expanding Eastern Dallas metro, this ELITE agency has built a dominant local presence with over $14.1M in premium, nearly 5,000 active policies, and more than $2.16M in revenue....

$3,500,000

$3,500,000

Rive Nord Montréal - Cabinet Comptable à vendre

Quebec

Cabinet comptable établi depuis plus de 15 ans, générant un chiffre d’affaires annuel d’environ 525 000 $, avec une clientèle fidèle et diversifiée composée de PME et de particuliers. Situé à un...

$699,000

$699,000

Cash Flow: $242,936

Las Vegas NV EA Tax & Bookkeeping Practice for Sale

Las Vegas, NV

• Seller prefers the buyer to be a CPA or have a CPA on staff due to preparation of financial statements • This practice was established in 2018 • This is not a virtual practice as 90% of clients meet...

$375,000

$375,000

Cash Flow: $199,000

Established Tax Preperation Firm

Providence County, RI

Opportunity to acquire a well-established tax preparation franchise with approximately 15 years of operating history in the Rhode Island market. Supported by a nationally recognized brand, the...

$125,000

$125,000

Cash Flow: $63,780

Turnkey Business Brokerage

$55,000 - Oklahoma County, OK

$55,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

Established Tax Office | 5-Star Reviews | Turnkey Business

Perris, CA

Established and highly rated tax preparation franchise located in the heart of Perris, serving a strong and growing predominantly Latino market. This turnkey business benefits from excellent...

$279,000

$279,000

Cash Flow: $120,000

E2 VISA Established tax and accounting franchise business

Orlando, FL

Established tax and accounting franchise business with strong recurring revenue, scalable systems, and a predominantly international client base. TAXLEAF MILLENIA operates under the recognized TaxLeaf...

$180,000

$180,000

Cash Flow: $135,000

Tyler Uphaus

Transworld Business Advisors of Detroit - Novi

Serving Oakland County, MI

Transworld Business Advisors is the world leader in the marketing and sales of businesses, mergers and acquisitions, and franchises. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company or new franchise, Transworld Business Advisors offers the professional services that successfully bring buyers and sellers together.

Contact Me >

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Established Richmond Tax Prep Business with Strong Client Base!

Henrico County, VA

For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key...

$85,000

$85,000

Cash Flow: $33,945

Established Business Brokerage Franchise Opportunity – North Phoenix

Phoenix, AZ

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the thriving North Phoenix market. Backed by a nationally...

$210,000

$210,000

Rochester (East Side Suburb) Tax and Accounting Practice For Sale

Monroe County, NY

• Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff. • 2025 revenue of $385,000 with 2026 projected around...

$560,000

$560,000

Vista CPA Firm for Sale

Vista, CA

Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with...

$330,000

$330,000

Cash Flow: $187,645

Accounting Practice for Sale in Manhattan

New York, NY

Established Manhattan Accounting Practice - Strategic Acquisition Opportunity This well-established accounting practice represents a premier acquisition opportunity in Manhattan's competitive...

$803,000

$803,000

Cash Flow: $275,000

Western Queens Tax and Accounting Practice For Sale

Queens County, NY

• Seller seeking a partial retirement and willing to assist with a smooth transition to help support client retention and continuity. • Consistent revenue base with seller projecting approximately...

$175,000

$175,000

High-End CPA Practice for Sale – Northeast Cincinnati Suburb, OH

Clermont County, OH

Well-Established, High-End Tax Practice | 25+ Years | Bank & Seller Financing Available This well-established CPA practice has been serving a loyal, high-end client base for over 25 years in a...

$118,506

$118,506

Individual Tax Practice for Sale – Eastern Houston Suburb, TX

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

$163,000

Established Business Brokerage Territory

$97,500 - Lexington County, SC

$97,500

Lexington County, SC

Judah Dishington

United Franchise Group

Boise, ID CPA Tax & Accounting Practice

Boise, ID

This well-established CPA Tax and Accounting Practice for sale in Boise, ID has annual gross revenues of approximately $1,303,000. The firm has a quality client base that includes a good amount of...

$1,315,000

$1,315,000

Cash Flow: $491,970

Blount County Virtual Tennessee CPA Practice

Alcoa, TN

• The owner is a CPA • This practice was established in 1987 • 1% of clients meet with the seller and staff • Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual...

$600,000

$600,000

Cash Flow: $250,000

CPA Practice - Hernando County Florida - $365K Revenue

Hernando County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA...

Not Disclosed

Not Disclosed

Cash Flow: $238,948

Virtual CPA Practice Orlando FL – Tax and Bookkeeping $700K+ Revenue

Florida

Virtual CPA Practice For Sale – Orlando Florida – $700K+ Revenue – Tax and Bookkeeping Overview ABA Advisors represents this CPA firm located in the Orlando, FL area. The owner is willing to provide...

Not Disclosed

Not Disclosed

Cash Flow: $400,000

Waco Area CPA Firm

Mclennan County, TX

The OPPORTUNITY We are pleased to announce a new opportunity for a CPA or EA to acquire an established practice in the Waco area. The seller is approaching retirement and is looking for a qualified...

$480,000

$480,000

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Century City, Los Angeles, CA. This is a complete sale of the firm; however, the Seller would like to continue working with the Buyer on a part-time basis (2–3 days per week) to...

$715,000

$715,000

Cash Flow: $448,819

Charlotte Tax Practice For Sale

Mecklenburg County, NC

• Seller retiring; willing to assist buyer with for first few months with client transition. • Yearly practice revenues around $200,000. • Revenues comprised of 100% individual and business tax. •...

$250,000

$250,000

Farmers Book For Sale

Las Vegas, NV

Established Farmers Insurance Agency For Sale - Las Vegas, NV This well-established Farmers Insurance franchise presents an exceptional opportunity for an entrepreneur seeking entry into the stable...

$315,000

$315,000

Cash Flow: $100,000

Rocklin (Placer County) California CPA Practice for Sale

Roseville, CA

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern...

$575,000

$575,000

Cash Flow: $251,000

Profitable Tax & Insurance Business For Sale – Miami

Miami, FL

Established and profitable tax, insurance, and business services office located in Miami, Florida. Operating for over 10 years with a loyal recurring client base and strong reputation in the...

$449,000

$449,000

Leading Business Brokerage Franchise

$99,000 - San Jose, CA

$99,000

San Jose, CA

Judah Dishington

United Franchise Group

Suffolk County CPA Practice For Sale

Suffolk County, NY

• Seller retiring but willing to work with buyer for as long as they are comfortable. • 2026 gross revenues estimated to be around $1,100,000! • Revenues comprised of individual and business tax...

$1,350,000

$1,350,000

Newton, MA CPA Practice for Sale - Reduced Price!

Newton, MA

We’d like to reintroduce this established CPA tax practice located in the desirable Newton, MA area. Generating approximately $570,000 in gross revenue and now offered at a newly reduced asking price...

$775,000

$775,000

Allstate Agency in Knox County

Knox County, TN

Located in Knox County, Tennessee, this insurance agency presents a strong opportunity for a buyer seeking a well-established, high-performing operation in a growing Southeast region. With over $8.2M...

$1,700,000

$1,700,000

Senior Medical Care Management & Fiduciary Services

Peoria, AZ

Impressive 26-year-old business provides quality and professional care management and fiduciary services in the community. Providing these services in the least restrictive environment and maximizing...

$700,000

$700,000

Cash Flow: $224,908

South Hills - Pittsburgh Area CPA For Sale

Washington County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $360,000! • Service mix is an even balance between tax and...

$430,000

$430,000

Established ELITE Allstate Agency in the Long Island Market

Suffolk County, NY

Located in the highly desirable Long Island market, this Elite agency presents an outstanding opportunity for a buyer seeking a strong, established operation with long-term stability and growth...

$1,200,000

$1,200,000

Lower Westchester County CPA Practice For Sale

Westchester County, NY

• Seller retiring but would like to work for buyer in practice if needed. • Yearly practice revenue around $610,000! • Revenues comprised of individual and business tax (79%), accounting/bookkeeping...

$825,000

$825,000

West Des Moines, IA CPA Practice for Sale

West Des Moines, IA

This very well-established CPA firm is located in West Des Moines, Iowa and generates annual gross revenues of approximately $1,070,000. Having served the local community for more than 50 years, the...

$1,150,000

$1,150,000

Cash Flow: $330,970

Donna Rayburn

Rayburn Capital Ventures

Serving Hillsborough County, FL

Today, as the founder of Rayburn Capital Ventures, Donna combines her CPA background with business brokerage expertise to guide owners through the entire sale process—from financial preparation and valuation to buyer due diligence and closing. Her company's goal is simple: help business owners maximize the value of the business they worked so hard to build.

Contact Me >

Contact me
Established Tax & Bookkeeping Service since 2000

Accomack County, VA

Established Tax & Bookkeeping Service - Turnkey Operation Since 2000 This well-established accounting and tax practice has been serving clients on Virginia's Eastern Shore for over two decades,...

$200,000

$200,000

Cash Flow: $35,785

Charleston, WV Area CPA Practice for Sale

West Virginia

This well-established, long-standing CPA practice has been serving the Charleston Area for nearly 40 years, providing high-quality tax, accounting, and bookkeeping services with a strong emphasis on...

$720,000

$720,000

Cash Flow: $282,440

Lucrative Consulting Business

$55,000 - Broward County, FL

$55,000

Broward County, FL

Thomas McKeen

United Franchise Group

Amazing San Antonio, TX 84 ATM Route - $315,000

San Antonio, TX

This high-performing ATM portfolio is listed for $315,000.00 consists of 98 well-placed ATMs in San Antonio, TX and surrounding areas. Processing Only Income (69 ATMs) - Net Profit of $2,216 / mo...

$315,000

$315,000

Cash Flow: $73,555

Outstanding Allstate Agency / Orange Cty, CA. Excellent Agency 21 yrs

Anaheim, CA

Imagine yourself stepping into a thriving Allstate insurance agency that's been serving Orange County for over two decades. You'll find a business where pride of ownership truly shines through every...

$1,275,000

$1,275,000

Cash Flow: $540,000

Check Cashing Sister Companies in Miami

Miami, FL

This offering represents the acquisition of two established check cashing and financial services companies operating in Miami-Dade County, Florida, under unified ownership since 2003. The combined...

$2,800,000

$2,800,000

Cash Flow: $986,759

Established Allstate Agency in Northern Virginia

Fauquier County, VA

Located in the highly desirable Northern Virginia market, this established insurance agency offers a strong foundation with $2.49M in written premium, 1,236 policies in force, and consistent recurring...

$399,000

$399,000

Established Tax Prep Business | High Repeat Client Base

Las Vegas, NV

This well-established, solo-operated income tax preparation business has been serving the Las Vegas community for over 40 years, earning a strong reputation for accuracy, trust, and personalized...

$65,000

$65,000

Cash Flow: $29,500

Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000

Palm Desert, CA

Transform your investment into predictable cash flow with this turnkey ATM portfolio delivering $68,000 in annual gross profit from just 4 strategically positioned machines in the thriving Palm Desert...

$195,000

$195,000

Cash Flow: $68,006

Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000

San Francisco, CA

Transform your investment into a proven cash-generating powerhouse with this established 225-ATM portfolio delivering $1,292,000 in annual cash flow across the thriving San Francisco market. You'll...

$3,259,000

$3,259,000

Cash Flow: $1,292,023

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$556,875
Reported Revenue$489,000
Reported Seller's Discretionary Earnings$220,500
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$290,000$556,875$1,000,000

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$261,041$132,828
Median$489,000$220,500
Upper Quartile$933,582$379,294

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
Median1.252.57
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 $556,875, though prices range from under $290,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $489,000 and owners earn a median of $220,500, 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 2.57. 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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