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Financial Services Established Businesses For Sale

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Established Business Funding Franchise!

Houston, TX

Invest in Your Future: Resale Opportunity for Established Business Funding Franchise! Are you ready to step into the world of entrepreneurship with a proven business model? Here's your chance to take...

$15,000

$15,000

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Recurring Revenue, Insurance Business

Raleigh, OH

Take part in a rapidly growing segment of the financial services industry with this professionally branded insurance agency built for speed, efficiency, and scalability. This business allows you to...

$67,900

$67,900

Cash Flow: $95,000

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Philadelphia, PA - ATM route for sale

Philadelphia, PA

12 ATM Locations in the Philadelphia, PA area - all high-end Hotels - making $23,000/yr NET (outside of Gas and time) for sale for $45,000 Buyer must join ACFN ATM franchise program. Franchise program...

6

$45,000

$45,000

Cash Flow: $23,000

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Louisville, KY - ATM route for sale

Louisville, KY

10 ATM Locations in the Louisville, KY, and French Lick, IN areas - Mainly high-end Hotels and resorts, making $36,000/yr NET (outside of Gas and time) for sale for $58,288 Buyer must join the ACFN...

6

$58,288

$58,288

Cash Flow: $36,000

Cincinnati, OH - ATM route for sale

Cincinnati, OH

14 ATM Locations - mainly Hotels in the Cincinnati area - making $22,000/yr NET (outside of Gas and time) for sale for $39,464 Buyer must join the ACFN ATM franchise program. Franchise program...

6

$39,464

$39,464

Cash Flow: $22,000

Chicago, IL - ATM route for sale

Chicago, IL

6 ATM Locations in the Chicago, IL area - High-end Hotels making $16,000/yr NET (outside of Gas and time) for sale for $28,119 Buyer must join the ACFN ATM franchise program. Franchise program...

6

$28,119

$28,119

Cash Flow: $16,000

Providence, RI - ATM route for sale

Providence, RI

10 ATM Locations in the Providence, RI area - High-end Hotels and One Bowling Alley, making $26,000/yr NET (outside of Gas and time) for sale for $56,000 Buyer must join the ACFN ATM franchise...

6

$56,000

$56,000

Cash Flow: $26,000

Savannah, GA - ATM route for sale

Savannah, GA

16 ATM Locations in the Savannah, GA area - Mainly high-end Hotels, making $44,500/yr NET (outside of Gas and time) for sale for $77,020 Buyer must join the ACFN ATM franchise program. Franchise...

6

$77,020

$77,020

Cash Flow: $44,500

Columbia, SC - ATM route for sale

Columbia, SC

25 ATM Locations in the Columbia, SC area - Mainly high-end Hotels, making $52,000/yr NET (outside of Gas and time) for sale for $100,000 Buyer must join the ACFN ATM franchise program. Franchise...

6

$100,000

$100,000

Cash Flow: $52,000

Boston, MA - ATM route for sale

Boston, MA

10 ATM Locations in the Boston, MA area - Mainly high-end Hotels, making $19,000/yr NET (outside of Gas and time) for sale for $33,925 Buyer must join the ACFN ATM franchise program. Franchise program...

6

$33,925

$33,925

Cash Flow: $19,000

Cleveland, OH - ATM route for sale

Cleveland, OH

12 ATM Locations in the Cleveland, OH area all high-end Hotels, (plus one more hotel to be installed) making $22,000/yr NET (outside of Gas and time) for sale for $50,000 Buyer must join the ACFN ATM...

6

$50,000

$50,000

Cash Flow: $22,000

Santa Barbara, CA - ATM route for sale

Santa Barbara County, CA

5 ATM Locations (plus one extra machine) in the Santa Barbara, CA area all high-end Hotels, making $12,500/yr NET (outside of Gas and time) for sale for $22,647 Buyer must join the ACFN ATM franchise...

6

$22,647

$22,647

Cash Flow: $12,500

Income Tax Preparation Franchise Opportunity

Springfield, MO

Position yourself with a leader in an industry (Tax Preparation) where the potential customer base is always increasing with population growth. Plus, ATAX also provides services business owners need...

6

$40,000

$40,000

Large Tax Prep Franchise Group | $1.81M SDE | Easy to Operate

Texas

Texas

Britt Clas

Earned Exits Business Brokers

ATAX Income Tax Preparation - Virginia Beach, VA

Virginia Beach, VA

Position yourself with a leader in an industry (Tax Preparation) where the potential customer base is always increasing with population growth. Plus, ATAX also provides services business owners need...

6

$35,000

$35,000

Profitable, Established Tax Prep Franchise in Growing NC Market

North Carolina

Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...

$539,000

$539,000

Cash Flow: $175,566

BizEx Business Brokers

BizEx Businesss Brokers

Serving Los Angeles County, CA

Selling businesses is difficult, as many business owners who try to sell their business on their own find out. They typically don’t know what the market value of their business is; how to prepare their business for sale for the highest price; how to find, qualify, and take buyers through a process that will generate competitive offers; respond to letters of intent, manage legal resources; get financing for the acquisition; complete due diligence; or address the many issues that emerge that can sink a deal. This process often takes nine to twelve months to complete. Hiring a business broker will simplify the process significantly, but who do you trust? The BizEx website can answer many of your executive-level questions. It includes our very popular free online business valuation calculator, the business sales process, how to choose a business broker, and other challenges. Once you’ve done your research, take advantage of our free business evaluation and consultation. We’ll dig deeper into those elements of your business that drives value, and help you make sense of everything you’ve learned. During this process, you should gain a fair idea of our professionalism and trustworthiness. We don’t charge an upfront fee. We’re success fee driven. BizEx was established in 2005 and is now one of the largest Business Brokerages in Los Angeles.

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South Central Kansas CPA Firm

Kansas

KS1116: The sellers of this CPA firm located in the central part of southern Kansas are seeking a CPA buyer for the firm. Well-established and well-known in the area, the firm has a good fee structure...

$500,000

$500,000

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

$1,100,000

Growing Central Kentucky CPA Practice

Kentucky

Single-Location Practice – Systems Ready for Seamless Transition History of rising recurring income. Loyal clients. This tax & accounting firm is a rare find — with increasing margins, streamlined...

$978,500

$978,500

Cash Flow: $180,000

Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years

Carson, CA

This is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

$640,000

Cash Flow: $318,000

35+ Year Established Accounting and Tax Preparation Practice

Pinellas County, FL

35+ year established accounting and tax preparation practice in Pinellas County for sale: excellent reviews and low rent. Direct all inquiries to Dave Decamella for ref # 3353231433....

$350,000

$350,000

Cash Flow: $150,000

$540,000 Revenue Austin, TX “Virtual Ready” Tax & Accounting Practice

Austin, TX

Overview ABA Advisors represents this lucrative, virtual tax and accounting practice located in the Austin, Texas area. Although most of the business consists of personal and corporate tax work, 26%...

Cash Flow: $310,032

Cash Flow: $310,032

$260,000 Revenue – NE Kingdom of Vermont Tax Practice for Sale

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Cash Flow: $149,481

Cash Flow: $149,481

Turnkey Independent Global Money Transfer Business

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$580,000

$580,000

CPA Firm - Turnkey, Growing Profitability and Semi-retired Partner

$4,500,000 - Ontario

$4,500,000

Ontario

Abhi Mathews

Minerva Valuations

Absentee Licensing, Registration & IRP Services for Trucking Companies

This is a fully digital, absentee-run business offering specialized licensing, registration, and IRP (International Registration Plan) services tailored for trucking companies operating across state...

$80,000

$80,000

Cash Flow: $40,000

Franklin County CPA Practice For Sale

Franklin County, MO

• Seller looking to retire and is available as needed after closing to help with the transition. • Expected gross revenues for 2025 are $980,000! • REMOTE option to Buyer or Buyer can continue in...

$1,200,000

$1,200,000

Kansas City Metro, KS Accounting Services and Tax practice

Johnson County, KS

Established Kansas City Metro Accounting Services and Tax Practice This profitable accounting practice, operating successfully since 2016, presents an exceptional opportunity for expansion or...

$750,000

$750,000

Insurance Agency For Sale!

Farmers Insurance is one of America's top insurance carriers and the explosive growth in Arizona has created a tremendous opportunity for Farmers Insurance Agency Owners to thrive! This opportunity is...

$150,000

$150,000

Cash Flow: $110,000

Prime opportunity to own a tenured Allstate agency!

Aiken County, SC

2025 PRO achievement level performance On pace for PRO in 2026 $3.9mm earned premium and growing! Impressive 91% net retention rate; 5+ years: 92% P&C appointments in SC and GA Two licensed,...

$675,000

$675,000

Southeastern New Mexico CPA Practice for Sale

New Mexico

This established CPA practice for sale in Southeastern New Mexico has been a trusted provider in the are for decades. It is a profitable, well-rounded practice with a loyal client base, offering an...

$1,125,000

$1,125,000

Established Agency in High Growth Area (Boise Metro)

Boise, ID

Established Farmers Insurance Agency in High-Growth Boise Metro Market This well-established insurance agency, operating continuously since 2007, presents a rare opportunity to acquire a profitable...

$210,000

$210,000

Profitable, Specialty Insurance Agency

Miami-Dade County, FL

This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a...

$449,000

$449,000

Cash Flow: $108,000

CPA firm in the Greater Philadelphia Area for Sale

Morrisville, PA

-Consistent Year-Over-Year Growth -2024 Revenue: $962,436 | 2025 Projection: $1,000,000+ -Talented and collaborative client-facing staff Located in the Greater Philadelphia Area, this CPA firm has...

$1,250,000

$1,250,000

Small CT Tax Firm Outside of Hartford for Sale!

Plantsville, CT

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner -Established client relationships with steady recurring revenue -Professionally renovated office space with convenient access and ample...

$400,000

$400,000

Established Insurance Agency- Farmers Insurance

$200,000 - Temecula, CA

$200,000

Temecula, CA

Hybrid CPA Firm Headquartered in NJ for Sale!

New Jersey

-$819,458 (2024), $825,000 (2025 projection) ~44% Cash to Owner -Stable client base with diverse revenue streams across tax and bookkeeping services -Experienced, client-facing staff with long-term...

$1,100,000

$1,100,000

Milwaukie, OR CPA Practice for Sale

Clackamas County, OR

• The owner is a CPA • This practice was established in 1990 • Software in use includes Drake • Approximately $35,500 in annual revenue, via bookkeeping (10 clients) • Approximately 240 individual tax...

$325,000

$325,000

Cash Flow: $179,100

Kalispell, MT CPA Practice for Sale

Kalispell, MT

This established and rapidly growing CPA practice for sale in Kalispell, Montana caters to a quality client base of loyal individuals and local businesses, which should continue to generate referrals...

$170,000

$170,000

Farmers Insurance Agency

Los Angeles County, CA

Our agency is the top 1% of all Farmers Agencies in the company nation wide. We have a total of 7.5M+ in premium consisting of personal and commercial clients. We have been in business since 2013 and...

$1,550,000

$1,550,000

High Fee CPA firm with Experienced Staff for Sale in Richmond!

Virginia

-There are over 5 CPAs on staff -Cashflow averaging $750,000 a year -Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise -High Fees –...

$2,400,000

$2,400,000

Well-Established and Profitable Tax & Accounting Practice for Sale

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Cash Flow: $294,317

Cash Flow: $294,317

CPA Firm for Sale with Low Owner Hours and Strong Cash Flow

British Columbia

-Owner hours less than 2,000 -Cash flow approximately 50% -Staff has capacity for new work This well-established firm is built on long-term client relationships and a highly personalized,...

$400,000

$400,000

Trade Compliance Software

Huntington, NY

Golden opportunity to own this Compliance Software, an exceptional compliance technology platform that has been trusted by some of the world’s largest financial institutions for over 14 years. This...

Cash Flow: $1,195,433

Cash Flow: $1,195,433

Karina Digiuni

INTERBLOOM GROUP

Serving Broward County, FL

We offer personalized services tailored to every business owner and potential buyer. Our team is globally recognized for our professional, ethical, and hands-on approach, connecting people with their opportunities and making their dreams come true in an efficient and candid manner. We are committed to providing close support and adapting our strategies to the specific needs of each client, ensuring a unique and satisfying experience at every stage of the process.

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Glen Burnie, MD Tax & Accounting Practice

Glen Burnie, MD

This well-respected practice CPA Tax & Accounting Practice for sale in Glen Burnie has annual gross revenues of approximately $330,000. The practice serves a high-quality, loyal client base, which...

$375,000

$375,000

Cash Flow: $113,173

Allstate Agency SE Coast FL

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$990,000

$990,000

Cash Flow: $222,087

Very profitable annuity boutique insurance agency

$2,200,000 - Detroit, MI

$2,200,000

Detroit, MI

Daren Ross

Green Pine Partners, Inc.

Montérégie-Est Cabinet de CPA à vendre

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$399,000

$399,000

Cash Flow: $156,000

Tax Practice Book of Business

Aspen, CO

Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is...

$225,000

$225,000

Cash Flow: $225,000

Tampa Tax Prep Biz | $213K Revenue | High Profit

Tampa, FL

Established tax preparation firm with a seasonal operating model, recurring revenue, and strong reputation, serving the Tampa market since 2017. With over 380 verified 5-star Google reviews, the...

$145,000

$145,000

Cash Flow: $114,000

Profitable CPA Firm with Strong Cash Flow Near Downtown Houston!

Texas

-Cash flow exceeding $450,000 -Owner hours are only 1,500 per year -Desirable client base -Located near downtown Houston This well-established CPA firm operates on a value-based business model,...

$1,150,000

$1,150,000

$266K (Revenue) NE Houston, TX – CPA Tax Practice for Sale

Texas

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

Cash Flow: $178,213

Cash Flow: $178,213

$235K (Revenue) SW Milwaukee, WI – Tax & Accounting Practice for Sale

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Tax & Accounting practice located on the SW side of Milwaukee. The seller is willing to provide transitional assistance to the...

Cash Flow: $140,350

Cash Flow: $140,350

Montreal, QC - Bilingual 99% Semi-virtual CPA practice for sale

Quebec

Established CPA practice with steady growth since 2019. The firm serves a diverse client base across industries including IT, medical, legal, professional services, real estate, retail, and...

$305,000

$305,000

Cash Flow: $129,533

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.