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Financial Services Established Businesses For Sale

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Industry Info
Accounting Firm

Greensburg, PA

Full Team in place and easy to operate The business is a well-established and reputable brand in the tax preparation industry and has 35 years+ . The group services over 1600 returns yearly. The full...

$899,000

$899,000

Cash Flow: $200,000

Resale- Established Schooley Mitchell Franchise for sale-Cincinnati

Cincinnati, OH

Schooley Mitchell is the largest independent cost-reduction consulting firm in North America, with offices spanning the U.S. and Canada. They specialize in helping businesses slash expenses across a...

$55,000

$55,000

$70,000 NET Money Service Transfer Business & Retail Store in Mesa!!!

Mesa, AZ

If you are looking a turn-key money service business that also sell small retail items and snacks that has been in the same location for over 25 years with a solid client base and tons of room for...

$175,000

$175,000

Cash Flow: $70,000

Remotely Operated Dallas, TX Based CPA Practice

Texas

This fully virtual CPA Tax and Accounting practice for sale serves clients across the Dallas, TX area, generating annual gross revenues of approximately $350,000. The firm has experienced steady...

$475,000

$475,000

Profitable Payroll Processing & Compliance Business – Scalable

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

$325,000

Cash Flow: $90,000

Virtual West Hollywood, CA Tax Book of Business for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in 2004 • All clients are serviced remotely • Software in use includes ProSeries • Approximately 180 individual tax returns with an average fee of...

$240,000

$240,000

Portland, OR CPA Practice for Sale

Multnomah County, OR

• The owner is a CPA • This practice was established in 1979 • Software in use includes UltraTax, Checkpoint Research, Mango Practice Management, MS Office • Approximately $105,000 in annual revenue,...

$800,000

$800,000

Cash Flow: $397,000

Vista Tax, Bookeeping and Payroll Firm for Sale

Vista, CA

Tax, Bookkeeping and Payroll firm for sale in Vista, CA. This well-established firm has been operating for over 10 years and currently has two office locations, the main location is in Vista, and a...

$395,000

$395,000

Cash Flow: $108,399

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a...

$250,000

$250,000

Cash Flow: $143,458

Anaheim CPA Firm for Sale

Anaheim, CA

CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current...

$129,000

$129,000

SE Kansas CPA Firm

Kansas

KS1115: The seller of this SE Kansas CPA firm is approaching retirement, but will be available to assist with a smooth transition after the sale. The firm boasts a strong fee structure with low...

$395,000

$395,000

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 $265,000! • Service mix includes tax (82%), accounting/payroll...

$275,000

$275,000

Fully Virtual CPA Firm with Strong Recurring Revenue!

British Columbia

More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staff Established in 2016, this fast-growing, fully virtual CPA firm specializes in serving...

$1,250,000

$1,250,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

$192,000 - Tampa, FL

$192,000

Tampa, FL

Walker County Tax & Accounting Practice For Sale

Walker County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues are expected to grow to $115,000! • A balanced mix of services comprised of tax and...

$140,000

$140,000

Allstate Agency in Round Rock, Texas

Round Rock, TX

At only five months old, this portfolio is about to enter its first renewal cycle, offering immediate retention commissions and strong cross-sell potential. The book features a healthy mix of home,...

$40,000

$40,000

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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Iowa City Area CPA Practice for Sale

Johnson County, IA

This business is well-suited for a buyer seeking a streamlined, profitable operation with niche expertise and significant potential for growth. Key Highlights: - Generates about 80% of gross revenue...

$270,000

$270,000

Established EA Tax and Accounting Practice Listing IL2529

Tazewell County, IL

Opportunity: A highly respected EA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to...

Cash Flow: $237,000

Cash Flow: $237,000

Farmers Agency

Los Angeles County, CA

Established Farmers Insurance Agency - San Fernando Valley Opportunity This well-established Farmers Insurance franchise presents an exceptional opportunity for qualified agents seeking a profitable...

$499,000

$499,000

Cash Flow: $225,000

Houston CPA Practice For Sale

Harris County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be consistent around $1,650,000! • Services offered are tax (64%)...

$1,950,000

$1,950,000

Commission Advance for Realtors Franchise - NJ and NY

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$800,000

$800,000

Cash Flow: $400,000

Allstate $7.6M PRO Agency for Sale in Hampton Roads

Chesapeake County, VA

This Exclusive Hampton Roads Allstate Agency Opportunity allows you to: Acquire both locations as a package and step into a $7.58M premium operation with established, experienced staff OR purchase a...

$1,200,000

$1,200,000

Virtual CPA firm based in Virginia

Virginia

Established virtual audit and tax advisory firm serving serviced-based businesses, nonprofits, and individuals. Clients are based in the mid-Atlantic, primarily in Virginia and North Carolina. Revenue...

$800,000

$800,000

Shenandoah Valley Tax and Accounting Practice For Sale

Waynesboro County, VA

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly gross revenues around $230,000. • Revenues comprised of individual and business tax (62%),...

$290,000

$290,000

Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential

$825,000 - San Antonio, TX

$825,000

San Antonio, TX

SE Tulsa Metro Area CPA Firm

Oklahoma

OK1023: There are so many things to like about this growing CPA firm in the SE Tulsa metro area, including a great location, nice mix of services and a strong cash flow to the owners! The client base...

$2,000,000

$2,000,000

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

Tax Prep Business in Central PA – Loyal Clients, Big Potential

Lycoming County, PA

Owner Retiring from this well-established tax preparation business in Central Pennsylvania offers a rare opportunity for a motivated buyer seeking steady income and a loyal client base. With decades...

$174,000

$174,000

Cash Flow: $82,900

$500,000 Revenue – Orlando, FL CPA Firm for Sale

Orlando, FL

Overview ABA Advisors is pleased to represent a well-established CPA firm located in the Orlando, Florida area. This practice presents an outstanding opportunity for a qualified buyer to acquire a...

Cash Flow: $172,686

Cash Flow: $172,686

Established Expense Reduction Business- Reoccurring Revenue

Chicago Heights, IL

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. The asking price of $175k includes...

$135,000

$135,000

Cash Flow: $156,000

Established Expense Reduction Business- Reoccurring Revenue

Fairfield, CT

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. The asking price of $175k includes...

$135,000

$135,000

Cash Flow: $156,000

ATM Routes for Sale in New York

New York County, NY

LISTING ID # 36928 The seller is offering several high-volume ATM routes in parts of New York County and Kings County, all equipped with state-of-the-art Hyosung machines featuring wireless satellite...

$200,000

$200,000

Cash Flow: $210,000

Tax Practice with huge opportunity for growth

Pendleton, OR

Tax practice with 650 clients in 2023. Located at the base of the beautiful Blue Mountains and 30 minutes away from the Columbia River, perfect location for hunters, boaters, and campers....

$125,000

$125,000

Established Property Management Company

REAL ESTATE INCLUDED

Brevard County, FL

Business Overview: This established property management company specializes in the management and accounting services for condominium associations. With a portfolio of 32 active condo associations...

Cash Flow: $85,908

Cash Flow: $85,908

REAL ESTATE INCLUDED

Established Expense Reduction Business- Reoccurring Revenue

Dallas, TX

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

$135,000

Cash Flow: $156,000

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

$41,000 - New York, NY

$41,000

New York, NY

Established Expense Reduction Business- Reoccuring Revenue

Atlanta, GA

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

$135,000

Cash Flow: $156,000

Frisco, TX Based Virtual CPA Practice for Sale

Frisco, TX

Centrally located in the highly desirable and affluent Frisco area, this first-rate virtual CPA practice has annual gross revenue of approximately $950,000 and growing. It has built a strong...

$1,200,000

$1,200,000

Allstate Elite Insurance Agency In Queens. It Doesn't Get Any Better

Queens, NY

HS Listing ID-66951 An Elite Allstate Agency in Queens. High revenue and low overheads. Retention is 89% for Allstate and 94% for Ivantage (the Allstate approved brokerage). Turn key opportunity. This...

$5,618,000

$5,618,000

Cash Flow: $1,198,000

Highly Profitable Multi-Location Tax & Accounting Practice

Founded in 1994, this thriving firm has built a stellar reputation providing comprehensive tax, audit, bookkeeping, and specialty services across three locations. As of May 2025, the Practice serves...

$10,000,000

$10,000,000

Cash Flow: $1,812,418

Livonia, MI CPA Practice

Livonia, MI

This well-respected CPA Tax & Accounting Practice for sale in Livonia, MI has annual gross revenues of approximately $1,473,000. The practice provides a range of comprehensive tax and accounting...

$1,500,000

$1,500,000

Cash Flow: $394,000

Monterey Peninsula CA CPA Tax Practice for Sale

Monterey County, CA

• The owner is a CPA • This firm was established in 1970 • Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX • Approximately 213 individual tax returns with an...

$950,000

$950,000

Cash Flow: $307,000

Established Expense Reduction Business

New York, NY

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

$135,000

Cash Flow: $156,000

Profitable $2.9M CPA practice with 4 offices and staff Listing MN1116

Dakota County, MN

Listing MN1116 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established...

$3,500,000

$3,500,000

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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Northwest Kentucky - Tri-State area Practice for Sale

Kentucky

• Well established, single owner CPA practice • 63% tax preparation, 24% accounting & payroll, 13% other • Strong staff in place, including a CPA and an EA • Seller discretionary earnings over 55% of...

$2,450,000

$2,450,000

Northern Plymouth County, MA CPA Practice for Sale

Plymouth County, MA

This well-established CPA practice is located in an affluent and highly desirable suburb of Boston, MA and has annual gross revenue of approximately $1,165,000. The practice boasts a loyal,...

$900,000

$900,000

$387K+ Annual Cash Flow - ATM Business with 15-Year Track Record

$1,354,752 - Fort Worth, TX

$1,354,752

Fort Worth, TX

Lanaudière Sud, QC – Clientèle corporative à vendre – CPA auditeur

Quebec

- Clientèle corporative semi-virtuelle - Exigence : Acheteur détenteur du titre CPA-auditeur et habilité à signer des rapports de mission d’examen. - Situé dans Lanaudière Sud, à environ 15 minutes de...

$256,000

$256,000

Cash Flow: $170,000

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

Jackson Hewitt Franchise For Sale

Derby, KS

- 12 month gross revenues consist of around $130,000! - This tax preparation franchise has two locations in the area to include a Walmart Kiosk. - A loyal client base and experienced staff and can...

$135,000

$135,000

Profitable Check Cashing, Payday Loan business for sale.

Macomb County, MI

Profitable Payday Loan, Check Cashing business for sale. Not franchised. Has one owner. Business was established in 2008. High volume business with payday loans, check cashing services. You can add...

$125,000

$125,000

Cash Flow: $50,100

Boutique HOA Management Company-Orange & LA County

Los Angeles County, CA

Boutique HOA Management Company- Serving 18 large communities across Orange County and the San Gabriel Valley, this established firm provides full-service HOA management with an impressive 100% client...

$280,000

$280,000

Cash Flow: $87,745

Thriving Accounting and Tax Practice

James City County, VA

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...

$150,000

$150,000

Cash Flow: $119,545

Global IT Services Provider

Buenos Aires

Information Technology Services, with a focus on value-added services (software development, IT support, managed services). The Company is a well-established global IT services provider with a...

$8,250,000

$8,250,000

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.