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Financial Services Established Businesses For Sale

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For Sale: Established Tax Consulting & Accounting Firm

Virginia

For Sale: Established Tax Consulting & Accounting Firm For sale: a highly reputable tax consulting and accounting firm with over 35 years of excellence in the industry. This well-established business...

$277,000

$277,000

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Own an ATAX Franchise in Thornton, Colorado

Denver, CO

This turnkey ATAX franchise offers an excellent opportunity to own an established tax preparation and financial services business in the growing Denver metro area. FINANCIAL PERFORMANCE Asking Price:...

$175,000

$175,000

Cash Flow: $3,000

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ATAX Flushing, NY Tax Franchise Opportunity

Queens, NY

ATAX Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Flushing, NY. This recession-resistant business has built a solid...

4

$360,000

$360,000

Cash Flow: $96,672

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Own an Established ATAX Franchise, Proven System

Hackensack, NJ

ATAX NJ Tax Preparation Franchise - Established & Profitable - Recession-resistant business ATAX Office for Sale – Surrounded by Success, Ready to Thrive! PRIME LOCATION ADVANTAGES - Strategically...

5

$100,000

$100,000

Cash Flow: $15,000

Own an Established ATAX Franchise - Denver, CO

Denver, CO

ATAX Highlands Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Highlands thriving neighborhood. Established in 2008, this...

5

$450,000

$450,000

Cash Flow: $84,000

Profitable Tax Preparation – Prime Manhattanville, NY Location

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

Houston, TX - ATM route for sale

Houston, TX

41 ATM Locations in the Houston, TX area, mainly high-end Hotels, some Shopping malls/centers - making about $71,000/yr NET (outside of Gas and time) for sale for $126,280 Buyer must join ACFN ATM...

6

$126,280

$126,280

Cash Flow: $71,000

Cleveland, OH - ATM route for sale

Cleveland, OH

12 ATM Locations in the Cleveland, OH area, all high-end Hotels - making about $20,000/yr NET (outside of Gas and time) for sale for $50,000 Buyer must join ACFN ATM franchise program. Franchise...

6

$50,000

$50,000

Cash Flow: $20,000

San Jose to San Francisco, CA - ATM route for sale

San Jose, CA

33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $40,000/yr NET (outside of Gas and time) for sale for $75,000 Buyer must join ACFN ATM franchise program....

6

$75,000

$75,000

Cash Flow: $40,000

Detroit, MI - ATM route for sale

Detroit, MI

22 ATM Locations in the Detroit, MI area - mainly high-end Hotels and Shopping Malls - making about $43,000/yr NET (outside of Gas and time) for sale for $93,549 Buyer must join ACFN ATM franchise...

6

$93,549

$93,549

Cash Flow: $43,000

Anaheim, CA - ATM route for sale

Anaheim, CA

8 ATM Locations in the Anaheim, CA area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $31,213 Buyer must join ACFN ATM franchise program. Franchise program...

6

$31,213

$31,213

Cash Flow: $16,000

Tucson, AZ- ATM route for sale

Tucson, AZ

11 ATM Locations in the Tucson, AZ area - high-end Hotels, Gas Stations, and high volume events, making $40,680/yr NET (outside of Gas and time) for sale for $64,705 Buyer must join the ACFN ATM...

6

$64,705

$64,705

Cash Flow: $40,680

San Francisco, CA - ATM route for sale

San Francisco, CA

7 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $11,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join the ACFN ATM franchise...

6

$20,898

$20,898

Cash Flow: $11,000

Farmers Insurance agency

$320,000 - Englewood, CO

$320,000

Englewood, CO

Jackson, WY - ATM route for sale

Jackson, WY

6 ATM Locations in the Jackson, WY area - all high-end Hotels - making $16,000/yr NET (outside of Gas and time) for sale for $10,000 (YES $10,000) Buyer must join ACFN ATM franchise program. Franchise...

6

$10,000

$10,000

Cash Flow: $16,000

Incredible NY based Merchant portfolio - 211 locations - $3,750,000

New York, NY

This New York based 211 location Merchant Portfolio is priced at $3,750,000. The portfolio’s owner has developed a cutting edge system, effective in operating and growing this merchant portfolio. “The...

$3,750,000

$3,750,000

EBITDA: $852,043

Larry Bonino

Mid-Atlantic Business Advisory Services

Serving Berks County, PA

Mid-Atlantic Business Advisory Service possesses a strong client-centric focus. Mid-Atlantic's core competencies encompass business valuation, financial performance enhancement, sales, and meticulous deal execution.

Contact Me >

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North Central San Antonio TX CPA Practice for Sale

Bexar County, TX

- Single-owner CPA practice - 59% Tax Preparation (70% Business; 27% Individual; 4% Other); 32% Bookkeeping; 9% Consulting - Cash flow to owner before potentially duplicate expenses is 37% of gross...

$1,300,000

$1,300,000

Ravalli County, MT (Bitterroot Valley) CPA Practice for Sale

Ravalli County, MT

This long-standing, reputable tax and accounting practice is located in Ravalli County, MT, and has annual gross revenue of approximately $334,000. The practice has built a strong presence and...

$370,000

$370,000

Turn-key, highly profitable Exclusive Allstate agency

Murrells Inlet, SC

Transform your entrepreneurial aspirations into immediate profitability with this fully operational Exclusive Allstate agency in Murrells Inlet's thriving coastal South Carolina market. You'll step...

$1,199,000

$1,199,000

Established 35 years Accounting & Tax Practice

Maricopa County, AZ

Established 35 years Accounting & Tax Practice This established accounting and tax practice has served the local community for approximately 35 years, providing individual tax preparation, business...

Not Disclosed

Not Disclosed

Cash Flow: $87,917

Turnkey Tax Virtual Business | $10k Revenue Guarantee

Boulder County, CO

Own a recession-proof, high-margin tax practice without doing tax prep. We handle 100% of your back-office tax processing, technical research, and software setup! Are you looking to own a high-margin,...

$11,000

$11,000

Cash Flow: $11,000

Farmers and Brokerage Book of Business

Redding, CA

ESTABLISHED FARMERS INSURANCE AGENCY AND BROKERAGE - REDDING, CA This well-established Farmers Insurance franchise presents an exceptional opportunity in Redding's growing market. Operating...

$125,000

$125,000

Turnkey-Established Insurance Agency for Sale

Cloquet, MN

Established insurance agency offering a diverse portfolio of personal and commercial insurance products. The agency provides comprehensive coverage solutions, including: Homeowners Insurance Auto...

$165,000

$165,000

Established Farmers Agency – Strong Base, Attractive Market!

Utah County, UT

Established Farmers Insurance Agency – Strong Base, Attractive Market! This turnkey Farmers Insurance agency represents an exceptional opportunity to acquire an established franchise operation in the...

$1,500,000

$1,500,000

Cash Flow: $500,000

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

Incredible ATM opportunity in Atlanta - $295,000

Atlanta, GA

This Atlanta portfolio currently operates 40 ATMs machines around the Atlanta area. The portfolio in 2025 had ATM Gross Profit after merchant splits of over $114,000 of Owned and Loaded ATMs....

$295,000

$295,000

Cash Flow: $125,074

Incredible Seattle ATM Opportunity - 53 ATMs - $129,000

Seattle, WA

Seattle, Washington - 53 ATM portfolio for sale $129,000! This amazing ATM portfolio of 53 Vaulted & Mixed Processing Only ATMs in Washington is such an opportunity. The portfolio has Average Monthly...

$129,000

$129,000

Cash Flow: $59,343

Amazing Managed Route - 13 ATMs - $100,000 Hands free

Bronx, NY

ATM portfolio for sale $100,000! This great hands-off ATM portfolio of 13 ATMs in New York City, NY and the surrounding areas. The portfolio has Monthly Net Profit Income of nearly $2,042.00 in 2026....

$100,000

$100,000

EBITDA: $24,504

Peterborough, ON - Tax Practice for Sale

Ontario

Practice for Sale – Established Tax Practice in Peterborough, Ontario We are pleased to present an excellent opportunity to acquire an established home-based tax practice with a long-standing client...

$120,000

$120,000

Cash Flow: $93,298

$260,000 Revenue – North Dane County, WI CPA Practice for Sale

Dane County, WI

$260,000 Revenue – North Dane County, WI CPA Practice for Sale OVERVIEW ABA Advisors represents this CPA practice in northern Dane County, WI. The seller wishes to retire from public accounting but is...

Not Disclosed

Not Disclosed

Cash Flow: $143,781

Excellent Opportunity to own Laundromat W multiple Tenants

REAL ESTATE INCLUDED

Baltimore, MD

Rarely found great Laundromat business with multiple tenants***Two retail tenants and three apartments upstairs***Great Extra rental income***Prime Location***Sold As Is***Buyer must show POF and...

$2,300,000

$2,300,000

REAL ESTATE INCLUDED

Wonderful Laundromat Business Opportunity W Strip Center for Sale

REAL ESTATE INCLUDED

Essex, MD

Well established Laundromat business along with a Strip Shopping Center***4 Retail tenants and 3 apartments upstairs***Apartments are unfinished (Great future rental incomes)***Sold As IS***Buyer must...

$3,900,000

$3,900,000

REAL ESTATE INCLUDED

Payment Processing & Invoicing B2B SaaS Platform, Owner Absentee

Frisco, TX

The Company provides a CRM-integrated B2B payments and billing automation platform for businesses using leading CRM and cloud accounting systems. In market since 2017, the business generated...

Not Disclosed

Not Disclosed

Cash Flow: $206,000

Pennsylvania Ecological Consulting Company

Pennsylvania

The highly profitable ecological consulting company perform studies, investigations and evaluations for various insurance, environmental and industrial development clientele. It has many long-term...

$400,000

$400,000

Tax Book of Business with 70% Virtual Clients (FL0919)

Pasco County, FL

This established tax practice represents a strategic acquisition opportunity in Pasco County, FL featuring a well-developed client portfolio built over 27 years of continuous operation. The practice...

$240,000

$240,000

Well established credit Card processing portfolio for sale. Easy to ru

$200,000 - Los Angeles, CA

$200,000

Los Angeles, CA

Fresno CA CPA Practice for Sale

Fresno County, CA

This well-established practice generates a balanced mix of recurring bookkeeping & tax services, providing stable cash flow and long-standing client relationships. Great opportunity for a firm looking...

$700,000

$700,000

Cash Flow: $356,000

Well Established Farmers Agency FOR SALE

Bexar County, TX

Strong Policy Base | Diverse Book of Business | Excellent Earnings SALE PRICE: $150,000.00 LOCATION: SAN ANTONIO, TEXAS Outstanding opportunity to acquire an established Farmers Insurance Agency with...

$150,000

$150,000

Bilingual CPA Practice/ Bilingual Cabinet CPA (Montreal West/Ouest))

Quebec

CPA-owned, home-based accounting practice with an established client base and no commercial lease to assume. Sale primarily includes the client list. Projected Revenue for current fiscal year:...

$155,000

$155,000

Cash Flow: $98,000

Established Farmers Insurance Agency - Northwest Houston

Houston, TX

Established in 2018 and built by an owner with more than twenty years in the insurance industry, this Farmers Insurance agency serves as one of the fast-growing in northwest Houston suburbs. The...

$489,000

$489,000

Tax Practice TRM

New Ulm, MN

Well-established, community connected Tax Accounting Firm located 90 minutes southwest of the cities available. Turnkey operation Stable, multi-generational accounts in place Known for trust-worthy...

$331,890

$331,890

Cash Flow: $124,756

Highly Profitable Cincinnati CPA Firm Grossing $267k

Cincinnati, OH

Well-Established CPA Practice for Sale – Greater Cincinnati, Ohio Grossing $267,500 | Up to 90% Bank and Seller Financing Available This well established CPA practice in the Greater Cincinnati area...

Not Disclosed

Not Disclosed

Cash Flow: $160,574

Established 30-Year Insurance Agency for Sale | Strong Book of Busines

Miami, FL

ESTABLISHED 30-YEAR INSURANCE AGENCY FOR SALE | STRONG BOOK OF BUSINESS Well-established and profitable independent insurance agency with 30 years of operating history serving the Miami, Florida...

$750,000

$750,000

Cash Flow: $214,945

Agoura Hills, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1975 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $5,000 in annual revenue, via bookkeeping • Approximately 1,050...

$975,000

$975,000

Cash Flow: $397,800

Nick DiBrizzi

COLDWELL BANKER COMMERCIAL NRT

Serving DuPage County, IL

Contact Me >

Contact me
Reasonably Relocatable Chattanooga Tax Practice

Chattanooga, TN

Grossing $69,919 Annually | 50% Down Financing Available This well-established tax and accounting practice in Southeast Tennessee is available due to the owner's retirement. The practice has built a...

$76,910

$76,910

Established Farmers Insurance Agency Available (Need to Sell ASAP)

La Junta, CO

ESTABLISHED FARMERS INSURANCE AGENCY - LA JUNTA, COLORADO This well-established Farmers Insurance agency represents an excellent acquisition opportunity for licensed insurance professionals or...

$320,000

$320,000

Decatur, AL--Fully Staffed Million Dollar Insurance Agency

$900,000 - Decatur, AL

$900,000

Decatur, AL

Property Tax Consulting Book for Sale

Dallas County, TX

Texas Property Tax consultant looking to sell their book of accounts. It is mostly residential with some commercial accounts all in Texas. The book includes over 600 accounts with over $481,000,000 in...

$250,000

$250,000

Cash Flow: $100,000

NW Burlington County, NJ CPA Practice for Sale

Burlington County, NJ

This long-established CPA practice for sale in NW Burlington County, NJ, generates annual gross revenue of approximately $700,000. - Diverse mix of business and individual clients - 64% of revenues...

$875,000

$875,000

Established Entertainment Industry Advisory Firm - Virtual

ell-established boutique professional services firm providing specialized financial analysis, auditing, valuation, and consulting services to clients within the entertainment and intellectual property...

$5,000,000

$5,000,000

Cash Flow: $1,123,000

Established Insurance Franchise

Fort Lauderdale, FL

Established Insurance franchise opportunity specializing in Auto insurance. Highly visible location in East Fort Lauderdale. This turnkey insurance agency benefits from strong traffic, excellent...

$750,000

$750,000

Cash Flow: $183,170

Sussex County CPA Firm for Sale

Branchville, NJ

Established New Jersey CPA practice with a strong 50+ year history and a well-established, diversified client base is available for acquisition due to the owner’s planned retirement. The practice...

$900,000

$900,000

Cash Flow: $320,000

Manchester Area CPA Firm

Manchester, NH

THE OPPORTUNITY A long-established, highly reputable CPA practice located in the Manchester, New Hampshire area is now available for acquisition as the owner approaches retirement. Demonstrating a...

$440,000

$440,000

B2B Software Services Firm with Government & Institutional Client

Broward County, FL

Established Florida-based technology consulting firm specializing in enterprise document management, workflow automation, process improvement, cloud-based user solutions, training, and ongoing...

$1,800,000

$1,800,000

Cash Flow: $408,546

Buy or Sell a Financial Service Business
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed404
Asking Price$556,875
Reported Revenue$489,000
Reported Seller's Discretionary Earnings$220,500
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$290,000$556,875$1,000,000

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$261,041$132,828
Median$489,000$220,500
Upper Quartile$933,582$379,294

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.072.00
Median1.252.57
Upper Quartile1.553.45

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $556,875, though prices range from under $290,000 to well over $1,000,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $489,000 and owners earn a median of $220,500, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses, revenue multiples range from 1.07 to 1.55, with a median of 1.25. Earning multiples range from 2.00 to 3.45, with the median at 2.57. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.57 times its annual owner earnings.

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