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Financial Services Established Businesses For Sale

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Walnut Creek, CA CPA Practice for Sale

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Prosystems fx, QuickBooks, Office Tools, Doc.It, Word, Excel, Outlook • Approximately $52,400 in annual revenue,...

$1,385,000

$1,385,000

Cash Flow: $529,000

Southeastern Bristol County, MA Tax Practice For Sale

Bristol County, MA

This new Tax Practice for sale in Southern Mass generates annual gross revenue of approximately $180,000. This well-established practice has been delivering high quality tax services to a loyal client...

$195,000

$195,000

Cash Flow: $116,877

Thriving CPA Firm with Strong Growth for sale in Dallas/Fort Worth, TX

Dallas County, TX

-Cashflow is over $650,000 and continues to grow annually -Owner hours are only 1,900 -Annual revenue growth is between $130,000 and $250,000 -Less than 5% of clients meet in office -Very strong fees...

$2,295,000

$2,295,000

Covington, LA CPA Practice for Sale

St Tammany County, LA

Terms & Guarantees Available • The owner is a CPA • This practice was established in 2001 • Software in use includes Lacerte, OGSYS, QuickBooks, MS Office • Approximately 330 individual tax returns...

$500,000

$500,000

Cash Flow: $237,800

Greater Salem, OR Area EA Practice for Sale

Marion County, OR

• The owner is an EA • This practice was established in 2001 • Software in use includes Drake and QuickBooks • Approximately $83,000 in annual revenue, via bookkeeping (39 clients) • Approximately...

$780,000

$780,000

Cash Flow: $310,000

60%+ SDE Accounting Firm For Sale

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Cash Flow: $300,790

Cash Flow: $300,790

Accounting Practice for Sale in Las Vegas

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

Cash Flow: $205,000

Cash Flow: $205,000

Full-Service Two-Partner CPA Firm with Growth Potential in Alberta!

Alberta

This well-known, full-service CPA firm for sale in Alberta has two partners and provides a variety of financial services, including bookkeeping, tax planning and preparation, audits, reviews and...

$1,350,000

$1,350,000

Fargo, ND EA Practice for Sale

Cass County, ND

This new EA Tax & Accounting Practice for sale in Fargo, ND generates annual gross revenues of over $400,000. Average fees are strong with individual returns averaging about $400 and business returns...

$410,000

$410,000

Accounting Practice for Sale in Dutchess County, NY

Hopewell Junction, NY

Brief History of the Firm: The firm was started on 3/31/2010 on sole prop, focusing on QB, and Accounting and Tax. The core business is ongoing Accounting, payroll and tax support on monthly...

$432,000

$432,000

Cash Flow: $230,000

HOT, HOT, HOT! 2025 PRO achievement level Allstate agency!

Union County, NC

This highly productive Allstate agency boasts: $9.0mm earned premium 83% retention; 5+ years: 85% 55% overall bundling Low loss ratios across all major product lines Appointments in NC & SC Five...

Cash Flow: $650,000

Cash Flow: $650,000

Long-Standing CPA Firm with Strong Cash Flow for Sale in Columbia!

South Carolina

Founded in the mid-1980s, this CPA practice has built a devoted clientele and a reliable reputation. The company is loved for its welcoming, family-like environment, which makes both clients and staff...

$850,000

$850,000

Long established CPA Practice in Martin County

Stuart, FL

Long established CPA Practice in Martin County. Seller has relocated to the West coast of Florida and it's time to retire. Relocatable or rent from the seller's office condo. 2024 Sales $60k. Seller...

$70,000

$70,000

Cash Flow: $60,340

South Charlotte CPA Practice For Sale

Mecklenburg County, NC

• Owner willing to assist in transition through the 2025 tax season if needed. • Gross revenues expected to be around $330,000 in 2024! • Year-round revenues comprised of Tax (90%) and Accounting...

$385,000

$385,000

Mostly Virtual Firm with Seasoned Staff & 50% Cash flow in Raleigh!

North Carolina

This is a well-established and profitable (70%) full-service CAS and tax firm that works with both small and medium-sized businesses. This is a highly professional CPA practice with excellent staff...

$3,995,000

$3,995,000

Profitable Check Cashing Business for Sale

District of Columbia, DC

Well-established check cashing business for sale. This is a long-standing and trusted service provider in the community, ideally situated in a high-traffic area with affordable rent and consistent...

$175,000

$175,000

Claudia Smith

Murphy Business Northwest, Inc

Serving King County, WA

Murphy is a highly respected national business brokerage firm with global reach! We have sold nearly every type of business in every industry! Our experience as business brokers, outstanding level of knowledge, and our broad network of business contacts assure your ultimate satisfaction. We manage a comprehensive range of services that includes: Sales of privately held businesses Mergers and acquisitions Business valuations Appraisals of machinery and equipment Commercial real estate and business consulting And more…

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CPA firm with 64% cash flow to owner for sale outside of Milwaukee!

Milwaukee, WI

Discover a top-tier CPA firm renowned for its excellence in accounting, tax preparation, tax planning, and payroll services. Notably, this firm does not engage in audits or reviews. Their primary...

$550,000

$550,000

Cash Flow: $350,000

Maryland - Washington D.C. Area Tax and Accounting Practice

Montgomery County, MD

SALE PENDING - Located in very affluent Montgomery County immediately north of Washington D.C., this profitable firm is projected to return Seller’s Discretionary Earnings of $150,000+ in 2024....

$440,000

$440,000

Cash Flow: $150,000

McPherson County CPA Practice For Sale

Mcpherson County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2024 gross revenues to be around $200,000! • Service mix includes tax (79%) and accounting/payroll (21%). •...

$235,000

$235,000

Chaudière-Appalaches, QC - Cabinet de CPA à vendre

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

$699,000

8 Y/O Agritech Firm with $30M+ Transactions Processed

Ghana

Company Overview: The target company is a leading agritech firm, founded in 2016, focused on providing market access and financial services to smallholder farmers in a West African country. Through...

$12,760,000

$12,760,000

Cash Flow: $2,826,270

Profitable New York Commission Advance Firm

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

$350,000

Cash Flow: $138,000

Lee County IA Tax & Accounting Practice for Sale

Lee County, IA

This well-established, yet growing Tax & Accounting Practice for sale is located in Lee Country, Iowa and has annual gross revenue of approximately $416,000. The practice caters to a desirable client...

$415,000

$415,000

Cash Flow: $149,000

Allstate Agency in Southern New Mexico

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

$650,000

Danbury, CT Area (Fairfield County) CPA Practice for Sale

Fairfield County, CT

• Quality accounting and tax (CPA) practice for sale in the Danbury area of Fairfield County, Connecticut • Revenue mix: Accounting (approximately 19%) and tax services for individuals (57%) and...

$325,000

$325,000

Cash Flow: $120,000

Northeast Wyoming CPA Practice for Sale

Wyoming

This well-established, reputable CPA practice for sale in Northeast Wyoming, with annual gross revenues of approximately $510,000, has been providing high-quality, professional tax and accounting...

$474,000

$474,000

Cash Flow: $224,000

Albuquerque, NM CPA Practice for Sale

Bernalillo County, NM

This established, yet rapidly growing CPA firm for sale is located in Albuquerque, NM and has been a cornerstone of the local business community for decades. The firm has annual gross revenues of...

$2,340,000

$2,340,000

NWA CPA Firm

Arkansas

AR1155: PRICE REDUCED! The sellers of this NWA CPA firm are approaching retirement but are willing to assist with a smooth transition of the firm after a sale and are seeking a CPA or EA buyer. There...

$495,000

$495,000

Lincoln, NE CPA Practice for Sale

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE and has annual gross revenues of approximately $190,000. The practice has been delivering high quality tax and...

$170,000

$170,000

Cash Flow: $91,500

$605,000 Madison, WI area Tax & Accounting Firm for Sale-ABA Advisors

Madison, WI

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview - ABA Advisors represents this CPA firm located in the Madison, WI / Dane County area. The owner is a CPA and wishes to retire but is willing...

Cash Flow: $339,179

Cash Flow: $339,179

$580k (Revenue) Orlando Area - CPA Practice for Sale

Florida

OVERVIEW ABA Advisors represents this CPA practice located in the Orlando, FL area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE...

Cash Flow: $250,000

Cash Flow: $250,000

Orange County Tax & Accounting Practice Sale

Texas

• UPDATED FINANCIALS! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $194,000! • Service mix comprised of tax (72%) and...

$200,000

$200,000

Somerset County Tax and Accounting Practice For Sale

Somerset County, PA

• Owner looking to retire and move from the area but still available for transitional help as agreed with buyer. • 2024 gross revenues to be consistent around $112,000! • Service mix includes tax...

$135,000

$135,000

Longview WA CPA Practice for Sale

Cowlitz County, WA

• The owner is a CPA • This practice was established in 1959 • Software in use includes Lacerte, QuickBooks, SmartVault • Approximately $93,000 in annual revenue, via bookkeeping (37 clients) •...

$830,000

$830,000

Cash Flow: $272,400

Full-service Accounting and Tax Preparation Business

Miami, FL

Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade County This well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance...

$9,000,000

$9,000,000

Cash Flow: $2,560,343

West Houston CPA Practice For Sale

Harris County, TX

• CPA owner looking to semi-retire and is available for transition as agreed with buyer. • Primarily tax services to client book. • Year-round revenues in a prime location with great cashflow. • An...

$550,000

$550,000

Tucson, AZ EA Practice for Sale

Pima County, AZ

• The owner is an EA • This practice was established in 1992 • Software in use includes Lacerte & QuickBooks Plus Pro 2024 • Approximately $83,000 in annual revenue, via bookkeeping (31 clients) •...

$515,000

$515,000

Cash Flow: $155,000

Northeast Ohio - Beachwood area Practice for Sale

Beachwood, OH

• Well established, single owner CPA practice • 71% tax & accounting for business clients • 29% tax prep for individuals; avg 1040 fee ~ $775 • Staff consists of 3 full-time employees • Tax software...

$655,000

$655,000

$800,000 (Revenue) Toms River, NJ CPA Firm - ABA Advisors-Chuck Hayes

Toms River, NJ

*** THIS LISTING IS CURRENTLY SALE PENDING. *** The firm was started in 1991 and provides bookkeeping, tax preparation for small businesses and individuals. The owner provides tax planning, business...

Cash Flow: $379,976

Cash Flow: $379,976

$165,000 Revenue - Portland, OR CPA Practice for Sale - ABA Advisors

Portland, OR

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW - ABA Advisors represents this CPA practice located in Portland, OR. The owner operates the firm from a home office and has no employees. The...

Cash Flow: $141,142

Cash Flow: $141,142

Established Title Company Serving Clearwater & Tampa, FL

Pinellas County, FL

DISCLAIMER: DO NOT CONTACT SELLER DIRECTLY Strictly confidential. Unauthorized contact with the seller, their associates, or directly visiting the property to inquire about the sale is strictly...

$3,500,000

$3,500,000

Well-Established Tax Preparation Franchise Location

Worcester County, MA

Step into a proven and profitable business model with this well-established tax preparation service, operating successfully since 2006. As part of a nationally recognized franchise, this business...

$185,000

$185,000

Cash Flow: $70,664

Spokane Valley, WA CPA Practice for Sale

Spokane County, WA

• The owner is a CPA • This practice was established in 2000 • Software in use includes Ultra Tax, QuickBooks, Windows, Creative Solutions • Approximately $200,000 in annual revenue, via bookkeeping...

$440,000

$440,000

Cash Flow: $153,200

Central Oklahoma City CPA Practice For Sale

Oklahoma County, OK

• Seller retiring but willing to assist buyer with client transition. • Estimated future yearly revenues around $300,000!! • Revenues comprised of Tax (77%) and Accounting (23%). • Large office space...

$375,000

$375,000

Chase Busenbark

First Choice Southeast

Serving St. Louis County, MO

Sell Your Business - Now is the right time to consider selling your business. Business Valuation - Market Price Analysis. Merger & Acquisition Services - M & A Advisors. Business Custom Search - Buyers, you have the money, now let's find you the right business! Transactional Guidance - There is a safe course to chart the process of successfully buying or selling.

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Matagorda County Tax and Accounting Practice For Sale

Texas

• UPDATED FINANCIALS! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue came in higher than anticipated at $290,000! • The service mix...

$315,000

$315,000

Davis, CA CPA Practice for Sale

Yolo County, CA

Seller prefers a local buyer as clients are not serviced remotely • The owner is a CPA • This practice was established in 2005 • Software in use includes Lacerte, QuickBooks, MS Office, CFS Tax Tools...

$860,000

$860,000

Cash Flow: $356,000

Bend, OR EA Practice for Sale

Deschutes County, OR

• The owners are EAs • This practice was established in 2014 • Software in use includes Lacerte • Approximately 545 individual tax returns with an average fee of $468 per return • Approximately 23...

$380,000

$380,000

Cash Flow: $193,000

$430k (Revenue) North Carolina Outer Banks - Tax & Accounting Practice

Dare County, NC

OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure...

Cash Flow: $223,781

Cash Flow: $223,781

Hampshire County, MA CPA Practice For Sale

Hampshire County, MA

This successful practice is trending to have gross revenues of over $580,000 this year and has been servicing accounting and tax clients for over 30 years. Located in an economically thriving area of...

$615,000

$615,000

$520k (Revenue) Naples, FL - Accounting & Tax Practice for Sale

Naples, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this Accounting & Tax practice located in Naples, FL. The seller is willing to provide transitional assistance to the...

Cash Flow: $257,851

Cash Flow: $257,851

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.