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Financial Services Established Businesses For Sale

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Industry Info
Tax & Estate Planning Book of Business for Sale near Calgary!

Alberta

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture....

$550,000

$550,000

Perfect Missouri ATM Route - $216,000/year Income - 73 ATMs

Springfield, MO

This great ATM portfolio of 73 ATMs in Missouri, mostly around Springfield and the surrounding areas. The portfolio has Gross Profit Income of nearly $216,613 in the past 12 months and would have a...

$525,000

$525,000

Cash Flow: $216,613

Tax and Accounting Firm Looking for Merger Partners

King County, WA

Merger Opportunity: Tax & Accounting Firm A well-established tax and accounting firm is seeking merger partners to enhance growth, expand service offerings, and leverage operational efficiencies. The...

$1

$1

Cash Flow: $1

Franchised / Fast growing / General Insurance Company

Bradenton, FL

This is an, multiple lines, fast growing franchise, insurance company offering all lines (Auto, Home, Health, Life, Commercial) with access to several carriers which guarantees very competitive...

$230,000

$230,000

Cash Flow: $140,953

Medford, OR CPA & EA Practice for Sale - Motivated Seller

Jackson County, OR

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available. • The owners are CPAs and EAs • This practice was established in 1989 • Software in use includes...

$445,000

$445,000

Cash Flow: $166,700

Certified Public Accounting (CPA) Firm

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services...

Not Disclosed

EBITDA: $953,762

Not Disclosed

EBITDA: $953,762

4 Y/O Fintech White Label Software Provider

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

$2,040,000

Cash Flow: $116,911

Commercial & Personal Accounting Company For Sale!

Middlesex County, MA

This reputable accounting firm, founded in 2012, is now available for acquisition as the owner plans for retirement. Located in Central Massachusetts, the firm has built a strong client base,...

$300,000

$300,000

Cash Flow: $184,000

Jackson / Humboldt, TN Area (Madison County) Accounting & Tax Practice

Madison County, TN

Tax and accounting practice for sale Northeast of Memphis, in the Jackson / Humboldt area of Madison County, Tennessee 2025 estimated gross revenues are $152,000, comprised of accounting (about 36%),...

$165,000

$165,000

Cash Flow: $93,000

West of Nashville, Tennessee Tax & Accounting Practice for Sale

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$800,000

$800,000

Cash Flow: $340,000

Knoxville, Tennessee Tax & Accounting Practice for Sale

Knoxville, TN

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtown Current year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately...

$165,000

$165,000

Cash Flow: $113,000

Carson City NV Tax & Bookkeeping Practice for Sale

Carson City County, NV

• The owner is an EA • This practice was established in 2006 • Trained staff willing to stay on with new owner • Software in use includes UltraTax, Sureprep, Safesend, Quickbooks, Team Viewer, Excel,...

$695,000

$695,000

Cash Flow: $289,000

CPA Firm with Premier Tax Strategy Services With 70% Cash Flow!

North Carolina

For high-net-worth businesses and clientele, this top CPA firm specializes in advanced tax strategy and complete tax planning services. The firm is committed to increasing financial growth and tax...

$1,100,000

$1,100,000

Montreal, QC, Bilingual Bookkeeping, Tax and Consulting Practice

Quebec

An established and highly reputable one-partner accounting practice with 30+ years of operational success is now available for acquisition. Located in a strategic metropolitan area, the firm...

$3,200,000

$3,200,000

Cash Flow: $1,286,660

Allstate Agency in New Orleans, Louisiana

New Orleans, LA

Established insurance agency for sale in the New Orleans, LA area with a total premium of $3,418,467, which consists of $1,500,000 in Allstate premium and $1,918,467 in Citizens at 10% renewal. This...

$550,000

$550,000

Cash Flow: $261,400

Downtown Dallas, TX CPA Practice for Sale

Dallas County, TX

This well-established practice for sale is centrally located in downtown Dallas and has annual gross revenue of approximately $341,000. It has been providing high-quality, professional services to a...

$350,000

$350,000

Grace Thompson

Linehaul Solutions

Serving Fulton County, GA

Linehaul Solutions is a top-tier buyers agent and consultant, specializing in guiding the acquisition and sale of FedEx Ground trucking businesses. Our seasoned experts are dedicated to helping businesses improve their transportation efficiency, reduce costs, and optimize operations. We listen closely to our clients, understand what they need, and come up with solutions that really work. Plus, we're committed to being open and transparent every step of the way. At Linehaul Solutions, we pride ourselves on our deep industry expertise, cutting-edge resources, and exceptional customer service. Our goal is to aid clients in achieving their linehaul business goals and cultivating enduring success for their enterprises.

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Full Service CPA & Financial Advisory Firm

Connecticut

Decades of Excellence: Renowned Accounting Firm with Investment Expertise Established in the 1980s, this premier Certified Public Accountants and Financial Planning & Investment Services firm presents...

Not Disclosed

EBITDA: $1,085,772

Not Disclosed

EBITDA: $1,085,772

Lucrative SW Chicago Suburb Firm For Sale Located In Popular Suburb!

Cook County, IL

A highly reputable and professional CPA practice with a well-balanced client portfolio, including individuals with average to above-average net worth. Supported by an experienced and skilled staff,...

$788,400

$788,400

Cash Flow: $364,309

$160K Revenue Houston, Texas – Audit Firm For Sale

Harris County, TX

OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Cash Flow: $128,500

Not Disclosed

Cash Flow: $128,500

Profitable Insurance Agency franchise

Bradenton, FL

PROFITABLE INSURANCE AGENCY franchise...

$230,000

$230,000

Highly Profitable Financial Services & Consulting Firm | TURNKEY

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

$1,400,000

Cash Flow: $3,900,000

Allstate Agency NW of Cincinnati, Ohio

Butler County, OH

Allstate agency located in NW Cincinnati is ready for a new owner! The business also has P&C Binding in Indiana and manages $2.6 million in written premium, plus an additional Ivantage premium of...

$450,000

$450,000

Cash Flow: $195,248

Ketchum-Sun Valley, ID Area (Blaine County) CPA Practice

Blaine County, ID

This well-established CPA practice for sale in the highly desirable and booming Ketchum-Sun Valley area in Blaine County, ID, generates annual gross revenues of approximately $287,000. The practice...

$316,000

$316,000

Allstate Agency in the Queens, New York area

Queens County, NY

Looking for a high-performing, well-established insurance agency near Queens, NY? This $5.5M premium book is a rare opportunity with 30+ years of legacy success and a strong foundation under four...

$1,300,000

$1,300,000

Cash Flow: $415,382

$345,000 Revenue - Kent, WA - Tax, Accounting & Payroll Firm

Kent, WA

*** MOTIVATED SELLER *** OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing...

Not Disclosed

Cash Flow: $279,362

Not Disclosed

Cash Flow: $279,362

Thriving Accounting & Tax Firm – Ready for New Ownership!

Coral Springs, FL

Thriving Accounting & Tax Firm – Ready for New Ownership! Take advantage of this incredible opportunity to acquire a fully established accounting and tax services firm with a strong foundation and...

$99,999

$99,999

Cash Flow: $219,190

(Price Improvement!) 35+ year Allstate Agency NW of Philadelphia

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$595,000

$595,000

Cash Flow: $197,376

Highly Reputable CPA Firm in Central, KY

Fayette County, KY

Bluegrass Business Advisors is pleased to announce the opportunity to acquire a well-established and reputable accounting firm. The firm has been a trusted presence for over 25 years all across the...

$600,000

$600,000

Cash Flow: $192,200

$1,350,000 Northern Colorado Area Tax and Accounting Practice For Sale

Colorado

SALE PENDING • Exceptional opportunity for a CPA or EA with tax experience • The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is...

$1,800,000

$1,800,000

Cash Flow: $475,000

Virtual Covina, CA CPA Practice for Sale

Los Angeles County, CA

Please be informed that the seller is only willing to entertain buyers who are agreeable to the following terms: Purchase Price: $3MM Seller Financing: 5% of the purchase price or $150K, personally...

$3,600,000

$3,600,000

Cash Flow: $1,040,727

Northern Minnesota Based Accounting Firm – $560,000 2024 Revenue

St Louis County, MN

Highly Reputable Accounting Firm for Sale Well-established accounting firm offering tax preparation, payroll, and bookkeeping services for individuals, businesses, and trusts/estates. • Tax...

$600,000

$600,000

Cash Flow: $310,667

(PRICE IMPROVEMENT!!) Farmers Agency North of Denver!

Adams County, CO

(PRICE IMPROVEMENT!!) Opportunity is knocking on your door! Purchased by current owner in 2008, this agency continues its tradition of excellence, offering personal, commercial, and life insurance....

$999,999

$999,999

Cash Flow: $373,210

Philadelphia Area (Bucks County) Tax and Accounting Practice

Bucks County, PA

SALE PENDING - ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs...

$700,000

$700,000

Cash Flow: $330,000

Amazing Michigan ATM route - 17 ATMs - $218k/year SDE $650,000

Battle Creek, MI

Easy to operate ATM portfolio of 21 ATMs in Michigan. The portfolio has averaged $218,000 in Gross Profit in the last 12 months. 15 Locations with 17 ATMs, 2 locations have 2 ATMs. All of the machines...

$600,000

$600,000

Cash Flow: $230,018

Established CPA Firm Located North of Durham For Sale!

North Carolina

This CPA firm is dedicated to providing clients with the highest level of service, ensuring clients receive personalized attention tailored to their unique needs. The team, consisting of both licensed...

$1,500,000

$1,500,000

P2P Cryptocurrency Service Provider w/New Price #926

Saint Louis, MO

New Price! The company is a virtual cryptocurrency exchange established in 2019, operating as a unique P2P merchant platform that maintains its own inventory of both cryptocurrency and fiat...

$700,000

$700,000

South Ft Worth

Fort Worth, TX

TX1056: The motivated seller of this CPA firm in south Ft Worth is approaching retirement and is seeking a buyer for the firm. The practice boasts a loyal clientele, about half of which speak both...

$515,000

$515,000

Law Office and Title Insurance Agency

Chester County, PA

Law Office Specializing in Real Estate Transactions (Residential and Commercial), Estate Planning and Family Law, Including a Title Insurance Agency in Chester County PA. Principal retiring after a...

$100,000

$100,000

Ontario, CA CPA Practice for Sale

San Bernardino County, CA

Seller will only consider CPA licensed prospects. • The owners are CPAs. • This practice was established in 2007 • Software in use includes Lacerte, QuickBooks, Practice CS, GoFileRoom, ShareFile •...

$1,600,000

$1,600,000

Cash Flow: $700,450

Oakland, CA CTEC Practice for Sale

Alameda County, CA

Seller will only consider buyers located in California. • The owner is a CTEC • This practice was established in 1999 • Software in use includes CCH ProSystems FX Tax • Approximately $14,080 in annual...

$160,000

$160,000

Cash Flow: $82,500

Lafayette, CA CPA Practice for Sale

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1991 • Software in use includes Drake • Trained staff interested in staying on with new owner • Approximately $99,000 in annual revenue, via...

$650,000

$650,000

Cash Flow: $212,000

Turnkey Car Loan Business Opportunity – Established & Ready to Operate

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

$35,000

Cash Flow: $19,221

Vallejo CPA Practice - Motivated Seller Terms and Guarantees Available

Solano County, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeries Total 2024 gross revenue - $186,000 • Approximately $30,000 in...

$240,000

$240,000

Cash Flow: $141,000

Specialty CPA Practice

Lee County, FL

This established CPA practice is an ideal opportunity for new CPAs or an existing practice looking to expand into Lee and Collier Counties. The practice provides tax preparation services for...

$199,000

$199,000

Cash Flow: $150,651

Edward Valaitis

Edison Avenue

Serving Hillsborough County, FL

The "original" Edison Avenue M&A Advisors was founded in 2009 to serve medium-sized companies that needed the professionalism of an Investment Bank without their high fees. Edward Valaitis was one of the first advisors in Florida to earn the prestigious Certified Business Intermediary CBI and Certified Merger and Acquisition Professional CMAP designation. He cares so deeply about the industry that he wrote a top-rated book (Exit Like A Winner) dedicated to helping entrepreneurs SUCCESSFULLY harvest the wealth they have built up in their companies.

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Established ATM Route in DFW 2830

Tarrant County, TX

ATM route business perfect for someone who wants to work part-time and still maintain a nearly passive income with minimal overhead or office expenses to deal with. The 8 locations are in the...

$70,000

$70,000

Cash Flow: $22,200

CPA Firm for Sale in Charlotte Metro Area with High Cash Flow!

North Carolina

*purchase price pre-approved by lender* -Owner hours less than 1,800 -Cash flow exceeding $300,000 -Revenue growth of 13% from 2023-2024 This is a rare opportunity to own a highly successful and...

$550,000

$550,000

Allstate Agency in Williamson County, TX

Williamson County, TX

Fantastic opportunity in this $3.78M, 17 year old Allstate book in a fast-growing area of Texas! The growth potential is unlimited given the growth-rich area in Williamson County. Low overhead costs...

$825,000

$825,000

CPA & Accounting Practice for Sale in Las Vegas

Las Vegas, NV

A professional accounting firm specializing in financial services to individuals and businesses. This business was founded almost 40 years ago. This well-established firm offers expertise in tax...

$1,100,000

$1,100,000

Cash Flow: $444,100

Easy to Run Financial Corp Specializing in Car Loans - Florida

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

$45,000

Cash Flow: $19,221

$370,000 Gross Revenue / South Houston Area, TX CPA Practice for Sale

Galveston County, TX

Overview - ABA Advisors represents this CPA practice located in the South Houston area of Texas. The Owner/CPA is of retirement age and is willing to remain with the new buyer for 1+ years. This...

Not Disclosed

Cash Flow: $199,389

Not Disclosed

Cash Flow: $199,389

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.