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Financial Services Established Businesses For Sale

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Industry Info
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

Established thriving accounting business

Norfolk County, MA

Established CPA practice has existed for forty years with a loyal client base and a strong reputation in the community. Retiring practitioner will provide consulting for smooth transition....

Cash Flow: $150,000

Cash Flow: $150,000

Available Now

Harrisburg, PA

Well establsihed check cashing franchise with two stores available for sale....

$10,000

$10,000

Precious Metals Broker Dealer

Boca Raton, FL

Precious Metals Broker Dealer offers a comprehensive precious metals broker dealer franchise opportunity in Palm Beach County, Florida. This established financial services franchise provides a proven...

Cash Flow: $250,000

Cash Flow: $250,000

Established $4.5M Farmers Agency available in TX Hill Country

Cedar Park, TX

Farmers Agency with approximately $4.5M of Gross Written Premium in most recent 12-months & approximately 2,000 policies in force as of August, 2025. Original Agency was established about 30-years ago...

$1,135,000

$1,135,000

Cash Flow: $240,000

SE Kansas Tax & Accounting Practice For Sale

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues anticipated to increase to $206,000! • Service mix includes tax (72%), accounting/payroll...

$230,000

$230,000

CPA Firm For Sale - Established & Turnkey Opportunity

Peoria, IL

Looking to expand your practice or step into ownership with confidence? This well-established CPA firm offers a rare opportunity to acquire a business with a strong foundation and loyal client base....

$436,122

$436,122

Unique Errors & Omissions Insurance Brokerage For Sale

Pennsylvania

HS Listing ID-62589 ---Located In Pennsylvania but can be managed anywhere in the United States--- With over 35 years of expertise in Errors & Omissions Insurance (E&O) and newly created cyber...

$875,000

$875,000

Cash Flow: $221,681

Lyon County Tax & Accounting Practice For Sale

Emporia, KS

• Owner looking to retire and will provide additional transitional help after closing. • 2025 gross revenues already exceeded 2024 and anticipated to be $350,000! • Primarily a tax service practice...

$350,000

$350,000

Profitable CPA Firm for Sale – High-Margin, Semi-Cloud-Based Practice

Michigan

This well-established and highly profitable CPA practice is now available for acquisition. With an impressive 60%+ SDE, this firm offers a strong return on investment and a stable client base. The...

$563,763

$563,763

Cash Flow: $313,994

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Meade Wallman

United Franchise Group

Toronto based 100% Full Service Virtual Online Accounting and Fraction

Ontario

- A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Toronto, Canada, with consistently strong cash flow to owners. - Founded in 2015, the firm has demonstrated...

$5,750,000

$5,750,000

Cash Flow: $1,630,340

Dutchess County CPA Practice For Sale

Dutchess County, NY

• Owner retiring but willing to assist buyer with transition • Revenues for 2025 estimated to be around $575,000! • Revenues comprised of accounting/write-up work (67%), individual and business tax...

$700,000

$700,000

Kayla Marling

Shai · Hess Commercial Real Estate

Serving Licking County, OH

Shai Commercial Real Estate Ltd. was started in March 2003. Our founder, J. Park Shai III, established the real estate firm after working with Anderson Layman Company for over seven years. In July 2015, Brandon Hess joined the firm after serving 15 years in the food distribution industry. In 2018, Hess obtained his broker’s license and partnered with Shai forming Shai · Hess Commercial Real Estate, LLC. Today, we are 100% dedicated to commercial real estate within: Brokerage, Development and Management. Our team of agents focuses on office, industrial, retail, flex, multi-family and land across the state of Ohio. At Shai · Hess we are committed to these core values: Confidentiality, Loyalty, Communication and Trust. Unlike most real estate companies, Shai · Hess operates as a full functioning team allowing all of our agents to work for the company’s clients. When we list a property, it is not listed with an individual, it is listed with the whole Shai · Hess Team. We are welcoming new clients and look forward to servicing all your real estate needs.

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Allstate Agency in Southern Oregon

Grants Pass, OR

This established agency has P&C binding across California and Oregon and features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an...

$799,000

$799,000

Cash Flow: $269,641

Kelowna, BC, Bookkeeping, Payroll 95% Virtual Practice

British Columbia

Opportunity to acquire a profitable semi-virtual accounting and tax practice with a diversified client base. The firm generates strong recurring revenues from bookkeeping, accounting, and payroll,...

$725,000

$725,000

Cash Flow: $227,000

$650,000 Revenue – NE Indianapolis, IN CPA Firm for Sale

Indiana

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The firm was started in 1999 as a partnership but is owned by one CPA presently. . The Firm The firm is very...

Cash Flow: $530,392

Cash Flow: $530,392

$400,000 Revenue – SW Boston, MA Area CPA Firm for Sale

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Cash Flow: $295,641

Cash Flow: $295,641

South of Baltimore Tax and Accounting Practice

Anne Arundel County, MD

This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal...

$650,000

$650,000

Cash Flow: $250,000

Profitable E-Commerce Opportunity in the Financial Wellness Niche

Step into a ready-to-run online business offering a curated range of practical financial tools — including anti-theft wallets, premium cash boxes, advanced budgeting journals, and books packed with...

$725,000

$725,000

Cash Flow: $385,000

Rapidly Growing CPA Firm with Young Owner Selling Majority Equity!

South Carolina

• Young, energetic owner committed to staying 10+ years to run and grow the firm. • Selling 70–100% equity, with plans to offer key employees an ownership stake. • 3+ CPAs on staff and over 20...

$10,000,000

$10,000,000

Profitable CPA Practice for Sale – Strong Client Base & Team

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

$346,500

10+ Yr Business Brokerage and M&A Firm

$1,200,000 - Los Angeles County, CA

$1,200,000

Los Angeles County, CA

Established Legal Funding Firm Looking for Partner

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

$2,200,000

Cash Flow: $1,473,572

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in West Los Angeles, CA. The Seller currently provides Tax, Write-up, Business Management and Wealth Management services. This is a partial sale that includes all of the CPA...

$450,000

$450,000

Cash Flow: $189,572

Cobb County Tax & Accounting Practice For Sake

Cobb County, GA

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues estimated to be $410,000. • Year-round service mix includes tax (69%), and...

$450,000

$450,000

Billings Area, MT Tax & Bookkeeping Practice

Billings, MT

This profitable, growing CPA Tax & Accounting Practice for sale in the Billings Area has annual gross revenues of approximately $120,000. This practice has been delivering high quality tax and...

$110,000

$110,000

Cash Flow: $95,000

Great CPA practice for sale by CPA owner staff of ten Listing IN3065

Whitley County, IN

Geographic Location: NE Indiana in Whitley County Practice Details: This fine CPA practice has an experienced staff of 3 CPAs with a total staff of 10. CPA owner willing to stay on long term to...

$1,000,000

$1,000,000

$750,000+ Revenue - NE Indianapolis, IN CPA Firm for Sale

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Cash Flow: $390,009

Cash Flow: $390,009

Accounting & Tax Practice For Sale - R/E

Anoka County, MN

Accounting and Tax business located in the north suburb of Minneapolis. Business was established 50 years ago, with the current owner for the past 24 years. Last tax season they did approximately 900...

$1,350,000

$1,350,000

Cash Flow: $350,000

South St Louis Suburb CPA Firm

Missouri

MO1164: The seller of this S St Louis Suburb CPA Firm is approaching retirement. The firm is well known and well established in the area, with a stable, trained staff in place. The office is available...

$272,000

$272,000

Farmers Insurance Book in West Seneca, NY

West Seneca, NY

Excellent opportunity to plug yourself in to solid exclusive P&C insurance agency. Strong revenue and low office expenses. Average 4yr gross commission revenue is $250k. Average SDE $120k. Yearly...

$150,000

$150,000

Cash Flow: $120,000

Established DC area CPA Practice with Staff

Montgomery County, MD

Practice Details: This fine tax practice has an experienced staff of 4 CPAs with a total staff of 9. CPA owner intends to stay on for at least 2 years to smoothly transition clients. Average...

$1,300,000

$1,300,000

Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

$775,000 - Lakeland, FL

$775,000

Lakeland, FL

Excellent Small Business Tax and Accounting Firm

Pierce County, WA

Profitable & Growing Small Business Accounting & Tax Firm – Turnkey Operation An excellent opportunity to acquire a well-established and respected Accounting, Bookkeeping, and Tax Services firm...

$400,000

$400,000

Cash Flow: $126,917

EA Practice South of Portland in Clackamas County, Oregon

Clackamas County, OR

This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional...

$1,650,000

$1,650,000

Willamette Valley, OR CPA Tax Practice for Sale

Benton County, OR

• The owners are CPAs • This practice was established in early 1990's • Software in use includes UltraTax • Approximately $165,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$3,875,000

$3,875,000

Cash Flow: $1,233,000

Dothan, Alabama Area Tax & Accounging Practice for Sale

Dothan, AL

• Multi-office tax and accounting practice for sale in the Dothan, Alabama area • Revenues are comprised of accounting (approximately 10%), payroll (3%), and tax services for individuals (79%) and...

$240,000

$240,000

Cash Flow: $94,000

Allstate Agency in South West Florida

Sarasota County, FL

This established 25-year agency, located in a prime area of Southwest Florida, has been serving clients from the same location since 1996. The agency manages $6,180,888 in premium with $562,000 in...

$999,999

$999,999

Cash Flow: $233,605

Allstate Agency East of New York City

Queens County, NY

This well-established 12-year book presents a fantastic opportunity for growth and expansion. With $5,185,025 in premium, $462,425 in revenue, and 1,394 policies in force, the portfolio demonstrates...

$1,100,000

$1,100,000

Cash Flow: $352,825

Well Positioned and Profitable CPA Firm with Excellent Staff In Place

Grand Rapids, MI

A rare opportunity to acquire a well-established CPA firm with a diverse mix of client services, strong profitability, and a highly capable team. This practice is turnkey and positioned for a smooth...

Cash Flow: $395,432

Cash Flow: $395,432

Turnkey CPA Firm Available – Profitable & Ready for Transition

Cleveland, OH

A rare opportunity to acquire a well-established CPA firm with everything in place for a smooth handoff to new ownership. Backed by an experienced staff and a history of consistent performance, this...

$576,975

$576,975

John Lindner

Sunbelt Business Brokers of Manhattan

Serving New York County, NY

Looking for businesses for sale in New York or want to sell your existing business? Sunbelt is the place to go to buy or sell a business. Sunbelt is the world’s largest business brokerage firm. Sunbelt Business Brokers Of Manhattan, located in New York, NY, is one of approximately 300 licensed Sunbelt offices worldwide. Sunbelt Business Brokers Of Manhattan has an extensive network that will enable you to find your dream business. Based on your industry and location, Sunbelt professionals will search thousands of business-for-sale listings to find the business for you. Once an acquisition target is determined, our Sunbelt professionals will walk you through the negotiation and acquisition process.

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Reasonably Relocatable Akron Area Tax Practice

Summit County, OH

An excellent opportunity to acquire a thriving, well-established practice located in a desirable and popular suburb of Akron. This firm has built a strong reputation in the community and offers a...

$163,385

$163,385

Franchise Bookkeeping & Tax Business- OFF MARKET

ESTABLISHED FRANCHISE BOOKKEEPING & TAX PRACTICE – OFF MARKET...

$204,000

$204,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Meade Wallman

United Franchise Group

Protege Farmers Insurance Agency

Williamson County, TX

At Farmers Insurance, we believe that safeguarding your future and that of your loved ones is not just a necessity—it's our mission. With a long-standing reputation in the insurance industry, we are...

$100,000

$100,000

Frisco CPA Firm

Texas

TX1060: The sellers of this Frisco CPA firm are selling to focus on other business interests and are seeking a buyer with tax preparation experience. The loyal client base is based primarily in Dallas...

$375,000

$375,000

Upper Michigan CPA Practice for sale $800k with >50% cash flow

Grand Traverse County, MI

NEW CPA Tax Practice for Sale LISTING NUMBER MI3077 Geographic Location: Northern Lower Michigan Practice Details: Highly profitable CPA tax practice located in the Northern Lower area of Michigan on...

Cash Flow: $422,000

Cash Flow: $422,000

Allstate Agency Located in L A County Gross Premium over $5,000,000

Carson, CA

This is a growing Allstate Insurance Agency. It has an outstanding staff . It has been in business for over 15 years. The Seller has been a multi line producer and the Agency would make a great...

$750,000

$750,000

Cash Flow: $400,000

Dallas Area Semi-Virtual CPA Practice for Sale

Ellis County, TX

This established firm has built a loyal, nationwide client base with a strong niche in the real estate industry and, particularly, in multifamily properties and syndications. This opportunity would be...

$1,200,000

$1,200,000

Low work large margin opportunity 2 businesses in one location

Fresno, CA

• This practice was established in 2017 • Software in use includes Tax Slayer Pro • Approximately $50,000 in annual revenue, via bookkeeping (8 clients) • Approximately $32,000 in annual revenue, via...

$425,000

$425,000

Cash Flow: $250,000

Ottawa West Accounting & Tax Practice for Sale

Ontario

- Well-established accounting, bookkeeping, and tax practice with diverse, recurring revenue streams: - Compilations, bookkeeping, and accounting – 17% of revenue from reliable annual services - T1...

$325,000

$325,000

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.