All Locations

Financial Services Established Businesses For Sale

Showing 1,085 results sorted by
Industry Info
Columbia Tax and Bookkeeping Practice For Sale

Richland County, SC

• UPDATED INFORMATION • Seller retiring but willing to assist buyer with transitioning clients. • 2024 revenue of $135,000! • Revenues comprised of nearly 100% individual and business tax. • Office...

$160,000

$160,000

Northwestern Delaware County CPA Practice For Sale

Delaware County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2024 are expected to be $750,000! • The service mix includes tax (59%),...

$885,000

$885,000

Well priced, Service First CPA Firm for Sale in Knoxville, TN

Tennessee

With over 40 years of dedicated service in the community, this 2-partner CPA firm has built a strong reputation for being highly responsive to clients’ needs. Each owner has their own clients but all...

$1,150,000

$1,150,000

1,050 owner hours-Exceptional Denver CPA Firm With Over 50% Cash Flow!

Denver, CO

This established CPA firm in the Denver area boasts a remarkable 50%+ cash flow and a well-balanced workload, with the current owner working just 1,050 hours annually. The firm has fostered long-term,...

$799,000

$799,000

Cash Flow: $350,000

Reputable CPA Firm With Over 70% Cash Flow!

Georgia

Firm Highlights: -Seller is open to seller financing -Majority are business clients, with growing accounting and tax needs -Consistent revenue growth and 70% cashflow to owner! -Dedicated staff that...

$337,500

$337,500

Thriving Tax Firm in Saskatchewan for Sale with 60% Cash Flow!

Saskatchewan

This two-partner tax practice is well known for consistently producing excellent work in a timely manner. The practice has a client-centric strategy that makes each client feel important. The majority...

$899,000

$899,000

Fresno CPA Firm for Sale

Fresno, CA

CPA firm for sale in Fresno, CA. ref # FRE124. This firm was established by the Seller in 2000 and has been operating in its current location for 8 years. This office is located in an upscale, single...

$425,000

$425,000

Cash Flow: $208,501

West Little Rock CPA Firm

Little Rock, AR

AR1167: The seller of this West Little Rock CPA firm is seeking to sell the firm and pursue retirement. Offering a nice cash flow to the owner and a loyal clientele, the practice is ready for a new...

$150,000

$150,000

Westchester County CPA Practice for Sale

Westchester County, NY

• Seller retiring - available for transition assistance as needed. • Estimated revenues of $1,250,000 for 2024! • Revenues comprised of Tax (53%) Accounting and Write-Up (33%) and Other Services...

$1,385,000

$1,385,000

Huntington Beach CPA Firm for Sale

Huntington Beach, CA

CPA firm for sale in Huntington Beach, CA. ref # HTB124. The Seller is looking forward to retirement but will be available to assist the Buyer with continued transition assistance as needed. This...

$500,000

$500,000

Cash Flow: $181,692

Profitable Insurance Franchise Specializing in Auto Insurance

Hollywood, FL

Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy north-south...

$1,100,000

$1,100,000

Cash Flow: $206,757

Coeur d'Alene, ID Tax & Accounting Practice for Sale

Coeur D'alene, ID

This reputable CPA Tax & Accounting Practice for sale in Coeur d'Alene, ID has annual gross revenues of approximately $349,000. This well-established, reputable practice provides quality tax and...

$380,000

$380,000

Allegheny County CPA Practice For Sale

Allegheny County, PA

• UPDATED FINANCIALS with consistent revenues year upon year. • REDUCED ASKING PRICE to promote a quick sell to experienced CPA Firm buyer. • Desire to transition ownership of firm to new organization...

$1,550,000

$1,550,000

Bookkeeping, Accounting, and Tax Firm (50% Seller Financing)

Dane County, WI

This well established Bookkeeping, Accounting, and Tax Preparation firm has a rock-solid history serving Madison and Dane County for nearly 25 years. The firm is owner operated with a lean P&L and...

$215,000

$215,000

Cash Flow: $81,760

Schaumburg, IL CPA Practice for Sale

Schaumburg, IL

This well-established CPA practice for sale is located in Schaumburg, IL and has annual gross revenues of approximately $380,000. The practice consists of a stable and high-quality client base,...

$456,000

$456,000

Tax and Accounting Firm in MA - Established Business of 40 Years

Suffolk County, MA

Discover an exceptional investment opportunity with a well-established tax and accounting firm located in Boston, MA. Founded in 1984, this business has grown from a part-time venture into a full-time...

$200,000

$200,000

Cash Flow: $125,205

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…

Contact Me >

Contact me
MS Gulf Coast CPA Firm

Mississippi

MS1006: The seller of this Mississippi Gulf Coast CPA firm is approaching retirement and seeking to sell to a CPA buyer. This firm is perfect for a buyer wanting to become a firm owner or for a larger...

$660,000

$660,000

Mountain Home Idaho CPA Practice for Sale

Idaho

This well-established and steadily growing CPA practice for sale in Mountain Home, Idaho has been providing high-quality tax and accounting services to businesses and individuals throughout the area...

$375,000

$375,000

Denver Tech Center CO CPA Practice for Sale

Colorado

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns - 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping -...

Cash Flow: $325,000

Cash Flow: $325,000

Cash Flow Strong Construction Consulting Services Firm

This well-known Construction Consulting Services Organization, located in the Northeast, consists of construction, scheduling, engineering, and architectural professionals. The firm provides services...

$4,060,000

$4,060,000

Cash Flow: $1,310,000

EXTREMELY Profitable Peoria Accounting Firm For Sale

Peoria, IL

Well established CPA practice with a great mix of client services for a consistent, yearlong revenue stream. Fabulous growth opportunity for a motivated buyer. Office space is available or the...

$200,118

$200,118

Cash Flow: $148,602

Grass Valley, CA EA Practice for Sale

Nevada County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in greater Sacramento CA area • Practice supported by trained and dedicated staff willing to stay on with...

$375,000

$375,000

Cash Flow: $112,000

Akron Sales Management & Portfolio Company

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

$189,000

Canton Area Sales & Marketing Business Development Company

Canton, OH

Pursue freedom and independence in your career track. Become an owner as a franchise member in the world's largest group of its kind. Benefit from the leading brand name in the industry. The owner has...

$179,000

$179,000

Local Income Tax Service for Sale

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

$360,000

Allstate Agency Mega in Burlingame Area 30 years in Business

Burlingame, CA

This is one of the Premier Elite Agencies with Allstate Insurance Company. It has a 49% Loss Ratio and 90% Retention. The Staff is highly trained and Manager has been with the Agency over 15 years....

$1,950,000

$1,950,000

Cash Flow: $550,592

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent around $200,000! • The service mix includes tax (82%),...

$240,000

$240,000

Cash Flow: $132,000

NW Little Rock Metro Area

Arkansas

AR1166: The seller of this CPA firm located in the Northwest Metro Area of Little Rock is ready to retire and is seeking a CPA buyer. With a large number of business clients, a loyal clientele, and an...

$735,000

$735,000

Profitable Direct Lending & Real Estate Investments Services

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Western Hampden County, MA CPA Practice for Sale

Hampden County, MA

This new CPA Tax, Accounting, and Payroll Practice for sale in Western Hampden County, MA generates revenues to be sold of approximately $485,900 - Well established practice in nice suburb of...

$550,000

$550,000

Bellevue, NE EA Tax Practice for Sale

Sarpy County, NE

This well-established Enrolled Agent Tax practice for sale is located in Bellevue, NE and has annual gross revenues of approximately $215,000. The practice caters to a loyal, long-term tax client base...

$187,500

$187,500

Accounting Practice for Sale in Paramus, NJ

Paramus, NJ

Mix of small to medium sized businesses and individuals....

$350,000

$350,000

Cash Flow: $130,000

Greater Springfield Suburb, MA CPA Practice for Sale

Hampden County, MA

This quality CPA Tax & Accounting Practice for sale in a greater Springfield, MA suburb generates annual gross revenues of approximately $341,000. The long-standing firm has grown organically and...

$330,000

$330,000

Cash Flow: $180,273

Established CPA Firm with over 35% Cash Flow & Growth Opportunities!

South Carolina

*Purchase price approved by lender* -Cashflow to owner consistently over 40% -Remote capability -All work papers scanned, pdfs -Consistent revenue growth -Recent billing rate increase of 10% This is a...

$700,000

$700,000

SALE PENDING -- Northeastern Colorado CPA Practice for Sale

Colorado

- Long-standing CPA practice - 88% Tax Preparation (44% Individual; 49% Business; 7% Other); 10% Bookkeeping; 2% Consulting - Cash flow to owner is 46% of gross revenue - Practice utilizes QuickBooks...

Cash Flow: $122,000

Cash Flow: $122,000

Growing Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this year. In addition, the business has multiple other revenue...

$240,000

$240,000

Cash Flow: $89,082

Well Known Check Cashing Store- Highest Rated Franchise

Hudson County, NJ

This store is located in a highly populated New York City suburb with upside growth potential. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The...

$129,000

$129,000

Cash Flow: $71,690

Cabinet de CPA-Audit, Montréal, QC

Montreal, QC

- Cabinet de CPA-Audit bien établi depuis près de trois décennies dans la région de Montréal et jouissant d’une solide réputation. - Chiffre d'affaires au 31 décembre 2024 : 640 000 $. - Répartition...

$699,000

$699,000

Bookkeeping Franchise - Neighborhood Business Accounting - Since 1976

Pembroke Pines, FL

Bookkeeping, Sales Tax Processing, W2 & 1099, Tax Returns, Payroll Management, Tax Experts, New Companies, Tax Leaf Franchise...

$130,000

$130,000

Blue Ridge Mountains (Foothills) CPA Practice For Sale

Virginia

• UPDATED INFORMATION! REVENUES HAVE INCREASED! • Seller retiring, but willing to assist buyer as needed. To be discuss in more detail in face-to-face meeting. • 2024 revenues of $560,000! Significant...

$550,000

$550,000

East of Raleigh CPA Practice For Sale

North Carolina

• UPDATED FINANCIALS AVAILABLE! • HIGHLY MOTIVATED SELLER! • Seller looking to retire. Willing to assist buyer if needed with transition. • 2024 gross revenue expected around $400,000. • Year-round...

$390,000

$390,000

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

$1,100,000

Cash Flow: $505,330

London, ON, Bookkeeping, Tax & Payroll Practice for Sale

Ontario

Alan Liverman is pleased to introduce: • Very successful well established bookkeeping, tax and payroll practice with an excellent reputation. • Structure of purchase: Share sale • Excellent cash flow...

$300,000

$300,000

Southwest Virginia CPA Practice

Virginia

• UPDATED INFORMATION AVAILABLE! • Seller retiring. Willing to stay on as employee for up to two tax seasons if necessary. • 2024 gross revenue of $735,000! • Revenues comprised of Tax (67%)...

$850,000

$850,000

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.

Contact Me >

Contact me
Retirement offers this Profitable $220,000 CPA/TAX Practice

Des Moines, IA

Practice Details: This well-established practice for sale produces gross revenues of approximately $220,000. Revenue Stream: 85% tax and 15% consulting, misc Clients: 300+ Average Return: $650...

$220,000

$220,000

Visalia, CA Tax & Bookkeeping Practice for Sale

Tulare County, CA

• The owner is a CTEC • This practice was established in 1975 • Software in use includes Lacerte and Dillners • Approximately $133,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$270,000

$270,000

Cash Flow: $102,500

New Well Established Chicago, IL CPA Practice w/ staff Listing IL2425

Chicago, IL

Geographic Location: Chicago Here's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to...

$599,000

$599,000

Check Cashing Store for Sale

Florida

High volume Check Cashing Business is offered for sale. On average, this store cashes around 22M per year at a very attractive % rate. Very loyal clientele and low overhead. Prime location, with...

$1,400,000

$1,400,000

Cash Flow: $425,500

Northern New Mexico-Sante Fe Area, NM CPA Practice for Sale

New Mexico

This exceptional CPA practice is located in Northern New Mexico-Santa Fe Area and has annual gross revenues of approximately $1,925,000. The practice has earned a first-rate reputation for providing...

$1,925,000

$1,925,000

Dillon Montana CPA Practice for Sale

Montana

This well-established CPA practice for sale in Dillon Montana generates annual gross revenues of approximately $400,000. Focusing on profitable tax work, this reputable firm has been providing quality...

$400,000

$400,000

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.