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Financial Services Businesses For Sale

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Industry Info
Central Ohio - NE of Columbus Practice for Sale

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

$675,000

Central Ohio - East of Columbus Practice for Sale

Franklin County, OH

• Well established, single owner CPA practice in a desirable Columbus suburb • 68% tax preparation, 29% accounting & payroll, 3% other • Accounting work includes some attest – buyer must be able to...

$535,000

$535,000

Home-Based and Profitable Accounting Firm

Union County, NJ

LISTING ID # 37182 Attention all Accountants!! Do you have any idea how hard it is to get 250 new solid profitable clients? Here is a unique opportunity to buy a book of 250 potential new clients from...

$150,000

$150,000

Cash Flow: $78,000

Dallas TX Profitable Tax Preparation Franchise

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$152,500

$152,500

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

San Jose CPA Firm for Sale

San Jose, CA

CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the...

$775,000

$775,000

Cash Flow: $365,959

$600,000 (Rev) Eastern Bucks County, PA Tax & Accounting Firm for Sale

Newtown

Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell &...

$775,000

$775,000

Cash Flow: $369,731

Arkansas Audit and Tax Firm

Arkansas

AR1174: The sellers of this audit and tax firm based in Arkansas are ready to retire and are seeking CPA buyers with experience performing GAS audits or Uniform Guidance audits. The practice can...

$900,000

$900,000

Farmers Insurance for Sale in Connecticut- Turn-Key

Hartford County, CT

Farmers Insurance Company for Sale in Connecticut. The company sells insurance products and services: home, auto, business, condo, renters, life, landlord, vacant properties, special events ,bonds...

$220,000

$220,000

Cash Flow: $55,787

Profitable Turnkey Check Cashing Store- Lackawanna County PA

Lackawanna County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$295,000

$295,000

Cash Flow: $133,472

Successful Turnkey Check Cashing Store - Heart of Delco PA

Delaware County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location in a highly populated neighborhood. The staff is reliable and has experience in...

$395,000

$395,000

Cash Flow: $249,379

Turnkey Lucrative Check Cashing Store- New Castle County Delaware

New Castle County, DE

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$495,000

$495,000

Cash Flow: $287,756

Southeastern MA Virtual Book of Tax Clients for Sale

Massachusetts

- 2025 annual gross revenues: approximately $279,000. - Revenue is derived exclusively from business & individual tax clients. - Operates with minimal overhead and a solid fee structure. - Owner...

$360,000

$360,000

Farmers Insurance Agency - For Sale

$225,000 - Clark County, NV

$225,000

Clark County, NV

Rare Allstate Hall of Fame Agency -$6.7M Book | Dual-State ID/OR

Meridian, ID

This is a unique opportunity to acquire a highly successful 39-year Hall of Fame Allstate agency with a $6.7 million personal lines book of business, providing strong recurring revenue and immediate...

$2,000,000

$2,000,000

Eastern Panhandle of West Virginia CPA Practice

West Virginia

This reputable CPA practice for sale is located in the center of the rapidly growing Eastern Panhandle Area of West Virgina and has annual gross revenue of approximately $565,000. The firm serves a...

$685,000

$685,000

Cash Flow: $190,240

Jim Parker

The Lawn Boss, Inc.

Serving Orange County, FL

Successfully selling a lawn or landscape business with gross sales exceeding $1 million in sales requires the touch of a specialist who understands the industry inside and out, and that’s where Jim excels. As an internationally and nationally recognized business broker, Jim’s deep understanding of your industry sets him apart from local generalist brokers. Choosing Jim means gaining the support of an entire team of professionals. This expert team, using proven systems and strategies, ensures faster sales, above-average prices, and favorable terms with no upfront fees, we gat paid when your business sells. Its success rate is a testament to its effectiveness, at 90% of listed businesses sold, nine times the national average. Jim is also a recognized leader among his peers serving as the 2026 Elected Chair for the International Business Brokers Association, which has over 300 members. Additionally, he served 10 years on board of the Business Brokers of Florida and four years on the Board of the IBBA.

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St. George, UT CPA Practice

Saint George, UT

This well-established yet growing CPA Tax & Accounting Practice for sale in St. George, UT has annual gross revenues of approximately $999,000. The practice caters to a loyal, high-quality client base...

$1,200,000

$1,200,000

$800K (Revenue) Central New Jersey – CPA Firm for Sale

New Jersey

OVERVIEW ABA Advisors represents this CPA practice located in Central New Jersey. The seller is willing to provide transitional assistance to the buyer to help ensure client retention and could be...

Not Disclosed

Cash Flow: $450,683

Not Disclosed

Cash Flow: $450,683

Sale Pending - $1,650,000 Virtual Niche Accounting & Tax Practice

Philadelphia County, PA

SALE PENDING This two-partner practice has had excellent organic growth averaging 38% over the past three years and the firm is well staffed to absorb continued growth. The firm is 95%+ virtual and...

$2,800,000

$2,800,000

Cash Flow: $381,086

Virtual Bookkeeping and Accounting Firm

Florida

Well-established bookkeeping firm in Southwest Florida, with over 15 years in business and a strong nationwide presence. The company operates entirely virtually, with a seasoned team in place—making...

$1,500,000

$1,500,000

Cash Flow: $368,399

Established Tax and Bookkeeping Practice in Wilmington, NC

ESTABLISHED TAX AND BOOKKEEPING PRACTICE - WILMINGTON, NC This well-established accounting practice, operating since 1999, presents an exceptional opportunity for an experienced or new tax...

$265,000

$265,000

Cash Flow: $125,000

Midtown Atlanta Tax & Accounting Practice For Sale

Cobb County, GA

• Owner is looking for a career change and is available for transitioning as agreed with buyer. • 2025 gross revenues are estimated to be around $250,000! • Primarily a tax practice with some monthly...

$285,000

$285,000

West of OKC CPA Practice For Sale

Oklahoma

• Seller retiring, but willing to assist with client transition with buyer. • Revenues going forward to be around $190K due to discontinued audit work by seller. • Staff in place and seller believes...

$210,000

$210,000

Havre, MT CPA Practice

Havre, MT

This well-established CPA Tax & Accounting Practice for sale in Havre, MT has annual gross revenues of approximately $350,000. The practice caters to a loyal, long-term client base and has earned an...

$350,000

$350,000

Money Service Business

$399,000 - Paso Robles, CA

$399,000

Paso Robles, CA

San Diego CPA Firm for Sale

San Diego, CA

CPA firm for sale in the Scripps Ranch neighborhood of San Diego. This well-established firm sold roughly half of the firm in 2020 in order to reduce the Seller’s workload in anticipation of...

$175,000

$175,000

Cash Flow: $115,413

Well Established East TN Bookkeeping/Tax Prep Practice

Knoxville, TN

This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the...

$100,000

$100,000

Cash Flow: $52,067

25 Year Established CPA Business In Great Location For Sale

Bergen County, NJ

HS Listing ID-67612 Practice over 25 yrs old 60% personal returns.. 40% corporate returns Most clients have been with practice many years . Majority of clients from NY and NJ 95% of returns done...

$849,000

$849,000

Kawartha Lakes, ON, Compilation, Accounting and Tax Practice For Sale

Ontario

Practice for Sale – Established Tax and Accounting Firm We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid...

$535,000

$535,000

Hybrid CPA Firm with Growing Demand and Strong Cash Flow

Florida

-Cash flow exceeding $200,000 -Located in a fast-growing area -Wait list of new clients This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and...

$625,000

$625,000

Rural NW Missouri Audit & Tax Firm

Missouri

MO1168: This rural NW Missouri Audit & Tax Firm is well established and well known in the area. The firm offers a good fee structure, a nice mix of services and a good cash flow to the owners. The...

$560,000

$560,000

Growing NJ NY Merchant Processing Portfolio - $3,599,000.00

Jersey City, NJ

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,599,000

$3,599,000

EBITDA: $720,000

Amazing NY Merchant Portfolio - $3,600,0000 for $725,000 Net Income

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

$3,600,000

Cash Flow: $725,000

$515,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Cash Flow: $155,232

Not Disclosed

Cash Flow: $155,232

$625K (Revenue) Broward County, Florida – CPA Practice for Sale

Broward County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Broward County, FL. The seller is willing to provide transitional assistance to the buyer...

Not Disclosed

Cash Flow: $312,339

Not Disclosed

Cash Flow: $312,339

Established Mortgage Broker For Manufactured Housing

$7,000,000 -

$7,000,000

Established Business - Ready to Grow!

Albuquerque, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $100,000 in dependable recurring revenue from renewals alone,...

$180,000

$180,000

Cash Flow: $40,000

CPA Practice for Sale – Perfect for Growth-Minded Professional

Bergen County, NJ

Opportunity for individual or small cpa firm to purchase a south bergen county practice. Practice has strong cash flow and loyal clientele. Work includes personal/business/sales tax returns, payroll...

$200,000

$200,000

Cash Flow: $135,000

Firmly established insurance agency in East Texas

Texas

Great opportunity in a growth rich area and at a great time, with a company that is focused on exponential growth in 2025-2026. That translates to aggressive pricing in the marketplace. This a "name...

$400,000

$400,000

Cash Flow: $150,000

NC/NY Virtual CPA Practice For Sale

New Hanover County, NC

• Buyer MUST HAVE cross-border tax knowledge regarding working with clients in Canada! • VIRTUAL practice with clients in both U.S. and Canada. • Seller retiring but willing to assist buyer with...

$560,000

$560,000

Bookkeeping and Accounting Business

Lee County, FL

Established Bookkeeping Firm for Sale • Over 160 Tax Preparation and 55 + incorporated businesses, 21 Payroll/Accounting (estimate) • All word-of-mouth referrals and repeat customers—no advertising,...

$250,000

$250,000

Cash Flow: $117,780

Southeast Nashville, Tennessee Accounting & Tax Practice for Sale

Nashville, TN

• Accounting and tax (Enrolled Agent) practice for sale in Nashville, southeast of downtown • Revenues are derived from accounting and payroll (approximately 38%, mostly monthly accounting) and tax...

$410,000

$410,000

Cash Flow: $200,000

Allstate Agency West of Cleveland, Ohio

North Ridgeville, OH

This long-standing agency west of Cleveland, Ohio, offers a well-established book of business with a proven track record. Serving clients since the early 1990s, the agency has consistently delivered...

$499,000

$499,000

Cash Flow: $169,600

South-Eastern Ontario Bookkeeping & Tax Practice for Sale

Ontario

This well-established accounting and tax practice generates annual revenues of approximately $278,000, offering buyers a solid mix of recurring business clients and a large, loyal tax base. Key...

$325,000

$325,000

Krishan Goll

Century 21 Bravo Realty

Serving Canada

Century 21, founded in 1971, is a successful global real estate franchise. Operating in 80+ countries with 14,000+ offices, it has won J.D. Power awards for customer satisfaction, pioneered real estate TV ads, and offers top agent training. Known for strong brand recognition and innovation.

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Halifax, Nova Scotia, Tax and Small Bookkeeping Practice for Sale

Nova Scotia

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service. Key Highlights:...

$495,000

$495,000

Accounting client list - PRICE REDUCED!

Saint Louis, MO

PRICE REDUCED! Accounting practice is selling a portion of their customer list to focus on their other core businesses....

$131,000

$131,000

Estate Sales Franchise w/ 95% In House Financing & Health Insurance!

$24,500 - Alpine, NJ

$24,500

Alpine, NJ

Mike Stavrinakis

Stavrinakis Franchise & Business Brokerage

Flagstaff CPA Firm - Asking $210,000 for $250,000 in Recurring Revenue

Flagstaff, AZ

A perfect CPA/EA opportunity. This is a lucrative opportunity to take over a respected and trusted firm within the Flagstaff business community. This firm is primarily tax with about $50,000 of...

$210,000

$210,000

Cash Flow: $165,000

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

Check out this tenured PRO achievement level Allstate agency

Indianapolis, IN

$3.2mm earned premium 90% net retention; 5+ years: 91% Low loss ratios across all major product lines Two licensed, experienced staff members Highly visible office location 1500 sq ft with four...

$598,000

$598,000

Tax Service & Bookkeeping Business

Van Wert County, OH

Transworld Business Advisors of Northwest Ohio represents a 40+year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This...

$100,000

$100,000

Cash Flow: $44,480

Tenured Allstate agency with high growth potential

Spartanburg, SC

LOWER PRICE!!! This well established agency with high growth potential features: $3.6mm earned premium 87% retention; 5+ years: 88% Low loss ratios across all major product lines P&C appointments in...

$575,000

$575,000

Check Cashing Store

REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

$700,000

Cash Flow: $138,417

REAL ESTATE INCLUDED

Thriving Farmers Insurance Agency Turn-key Ready!

Glendale, AZ

Established Insurance Agency - Turn-Key Opportunity in Glendale, AZ This thriving insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking an established...

$275,000

$275,000

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.