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Financial Services Businesses For Sale

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Allstate Agency in the Austin, Texas Hill Country

Travis County, TX

Located in the highly desirable Austin, Texas Hill Country market, this insurance agency presents an excellent opportunity for a buyer seeking a strong foothold in one of the fastest-growing regions...

$300,000

$300,000

Established Allstate Agency in Northern Virginia

Fauquier County, VA

Located in the highly desirable Northern Virginia market, this established insurance agency offers a strong foundation with $2.49M in written premium, 1,236 policies in force, and consistent recurring...

$399,000

$399,000

Established Tax Prep Business | High Repeat Client Base

Las Vegas, NV

This well-established, solo-operated income tax preparation business has been serving the Las Vegas community for over 40 years, earning a strong reputation for accuracy, trust, and personalized...

$65,000

$65,000

Cash Flow: $29,500

Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000

Palm Desert, CA

Transform your investment into predictable cash flow with this turnkey ATM portfolio delivering $68,000 in annual gross profit from just 4 strategically positioned machines in the thriving Palm Desert...

$195,000

$195,000

Cash Flow: $68,006

Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000

San Francisco, CA

Transform your investment into a proven cash-generating powerhouse with this established 225-ATM portfolio delivering $1,292,000 in annual cash flow across the thriving San Francisco market. You'll...

$3,259,000

$3,259,000

Cash Flow: $1,292,023

Established Insurance & Financial Services Agency

Stearns County, MN

*Established niche focus within a professional client segment *Strong recurring revenue model with high client retention *Relationship-driven business with consistent referral activity *Diversified...

$594,000

$594,000

Cash Flow: $170,397

Profitable Tax Practice for Sale l Indianapolis Suburb | $639K

Indiana

Business Description: This well-established and very profitable tax practice located in an Indianapolis suburb is now available for acquisition. The practice generated $639,280 in 2025 revenue across...

$703,208

$703,208

Cash Flow: $220,710

Hybrid Audit & Assurance Firm with PEO niche

Michigan

-Established specialty audit niche built entirely through word-of-mouth with a deliberately selective client strategy -Revenue grown 53% over two years, with a 2026 projection of approximately $1.8M...

$2,500,000

$2,500,000

Farmers Residential and Commercial Insurance Agency

York, PA

Full line residential and commercial insurance agency in central Pennsylvania with 1.3 million dollars in current policies with a commission flow of $125,000. The inventory is included in the asking...

$89,000

$89,000

Cash Flow: $80,000

Profitable and well-established virtual tax and accounting practice

Naples, FL

Listing FL0914 Practice details: CPA owner seeking buyer for a very profitable and well-established virtual tax and accounting practice. The practice has been in business for over 30 years with...

$335,000

$335,000

Cash Flow: $257,687

Well-Established CPA Practice - Northern Indiana

Indiana

Business Overview This is a rare opportunity to acquire a well-established, full-service CPA practice in Northern Indiana with a proven track record and a loyal, long-standing client base. With 2025...

$592,507

$592,507

Billings, MT CPA Practice for Sale

Billings, MT

This well-established, full-service practice for sale in Billings, Montana caters to a high-quality client base that includes many businesses, business owners, and other professionals. It boasts a...

$397,000

$397,000

Phelps County CPA Practice For Sale

Phelps County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $495,000! • Service makeup consists of accounting (53%), tax...

$565,000

$565,000

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

100% Virtual SEC Accounting Practice | No Tax or Audit

Texas

Virtual GAAP & SEC Accounting Practice | 10-K / 10-Q Filing Preparation This fully virtual firm is not a CPA firm but is an accounting firm in the truest sense. The firm does not prepare tax returns...

$550,000

$550,000

Cash Flow: $160,000

Virtual Roseville, California CPA Practice for Sale

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

$1,750,000

Cash Flow: $594,000

Jeff Adam, PE, BCB, MCBC, CBB, FRC, CEMC

Adam Noble Group, LLC

Serving Dallas County, TX

For 3 decades, we have guided business owners confidentially to exit their business for the biggest paycheck of their life! Adam Noble Group LLC provides discreet, confidential business valuation and ownership transfers of privately held companies. Our multiple specialties including Aerospace and Defense, Oilfield services, Technology, Construction trades, Craft Breweries, Partnership Buyouts, Patented products, Manufacturing, Service and Wholesale Distributors. Our experienced intermediary services including valuation, mergers, acquisitions, divestitures, buyer searches and partner-management buyouts. Adam Noble Group provides personal and high-integrity service as described by the 100’s of testimonials and references from buyers, sellers, peers, and professional advisers (all with full names). We maintain memberships and have held leadership roles in multiple industry and business intermediary organizations. Our clients are typically referred by their trusted advisers: attorneys, financial planners, accountants, business consultants, family and friends. Our clients include business owners, partnerships, celebrities and sports professionals who demand privacy, confidentiality, and attention to detail. Adam Noble Group can handle all aspects of your business exit whether you are planning to exit NOW or in 10 years. It all starts with a situational analysis to understand where your business has been, where it is and where it can go. We want to understand and deliver an exit plan that meets your and your family's goals. Our advisors and agents are all multi-industry entrepreneurs who have successfully exited their own companies … we have walked in your shoes! Let us put the BIGGEST CHECK of your life in your pocket! Please contact us and we will confidentially answer all your questions. We will fully describe the process and answer all of your questions, all discreetly and with no pressure.

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HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

$499,999

Cash Flow: $1,545,000

Turnkey CPA Practice – Northwest Indiana | $435K Revenue

Indiana

Business Description: This well-established and highly regarded CPA practice located in Northwest Indiana is now available for acquisition. The practice projects $435,550 in 2026 revenue, diversified...

Not Disclosed

Not Disclosed

Cash Flow: $197,594

Boulder County CO CPA Practice for Sale

Boulder County, CO

- Well established, two-partner practice serving individuals and businesses - 99% Tax Compliance, Planning, and Consulting (47% Individual; 47% Business; 6% Fiduciary); 1% Bookkeeping - Cashflow to...

$875,000

$875,000

Long Island CPA Practice For Sale

New York

• Seller retiring but willing to assist buyer to ensure a smooth transition and strong client retention. Yearly practice revenue around $195,000. • Revenues comprised of individual and business tax...

$295,000

$295,000

Established Success: A Rare Opportunity For a Tenured Allstate Agency

Queen Anne's County, MD

This tenured agency combines massive scale with superb performance metrics, making it one of the most attractive books on the market today. The Numbers at a Glance: Total Premium: $6,611,100 2025...

$1,320,000

$1,320,000

Turnkey Independent Agency | Medicare Focused

Cook County, IL

Established in 2015, this independent insurance agency provides comprehensive health and Medicare insurance solutions across the Chicagoland area. Operated solely by the owner-agent, the business has...

$350,000

$350,000

Cash Flow: $94,888

Incredible NJ 48 ATM Processing Route - $265,000

Jersey City, NJ

Transform your investment into a lucrative passive income stream with this exceptional 48-ATM processing portfolio generating $64,807 annually in net profit. You'll enjoy hands-off ownership while...

$265,000

$265,000

EBITDA: $64,807

South Coast, MA Area CPA Practice for Sale

Bristol County, MA

• Consistent growth since inception spurred by several successful acquisitions • Revenues up around 45% since just 2023 • Desirable client base ripe with opportunities for expanding services •...

$660,000

$660,000

Farmers Insurance Agency For Sale

$225,000 - Las Vegas, NV

$225,000

Las Vegas, NV

Highly Profitable CPA Practice - NW Indiana Grossing $800k

Indiana

Business Description: This well-established, highly profitable CPA practice located in Northwest Indiana is now available for acquisition. The practice generated $800,039 in 2025 revenue, with a...

Not Disclosed

Not Disclosed

Cash Flow: $278,223

Highly profitable 13 ATM Michigan Route $90,000 Cash Flow - $300,000

Grand Rapids, MI

Michigan ATM Route - ATM business for sale $300,000 Easy to operate ATM portfolio of 13 ATMs in Michigan. The portfolio has averaged $7,500.00 in monthly Gross Profit in the last 6 months. 13 ATMs...

$300,000

$300,000

Cash Flow: $90,000

Amazing Hands Off 73 ATM NYC Portfolio - $438,000

New York, NY

New York, NY ATM Route. ATM portfolio for sale $438,000! This great hands-off ATM portfolio of 73 ATMs in New York City, NY and the surrounding areas. The portfolio had Monthly Gross Profit Income of...

$438,000

$438,000

Cash Flow: $190,603

Amazing Cape Cod 29 ATM Processing Only Route - $139,000

Provincetown, MA

Cape Cod, MA ATM Route ATM Processing business for sale $139,000 for 29 ATMs The easy to operate ATM portfolio of 29 machines is in Cape Cod, MA. With its seasonal nature and operational setup enables...

$139,000

$139,000

EBITDA: $28,224

Amazing Philadelphia 168 ATM Portfolio - $1,750,000

Philadelphia, PA

This amazing Philadelphia route has 168 ATMs in retail and other high-traffic locations such as convenience stores, gas stations, grocery stores, and specialty markets. The Seller provides the...

$1,750,000

$1,750,000

Cash Flow: $592,429

Incredible Professionally Operated 604 ATM NC Portfolio - $3,495,000

Charlotte, NC

This professionally run ATM portfolio has a total of 604 ATMs in Charlotte, NC and the surrounding areas, with some Branded ATMs located out of state. The portfolio has Mixed Income (Net and GP) of...

$3,495,000

$3,495,000

Cash Flow: $1,091,400

Amazing Chicago ATM Processing Route $74k Net - $315,000

Abbott Park, IL

Chicago, IL - ATM Processing Route - Turnkey ATM portfolio for sale $315,000! This great hands-off ATM portfolio of 115 Processing Only ATMs based out of Chicago with locations in different parts of...

$315,000

$315,000

EBITDA: $73,865

Fast-Growing Advisory-Focused CPA Firm for Sale in Raleigh

North Carolina

-Revenue grown 32% over two years, reaching approximately $1M in 2025 with a 2026 projection of $1.1M -Cash flow exceeding 43% in 2025 -Monthly business advisory clients driving recurring, predictable...

$1,300,000

$1,300,000

NE of Springfield CPA Practice For Sale

Missouri

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $850,000! • Service makeup consists of tax (73%), accounting...

$1,150,000

$1,150,000

Profitable Hampton Roads CPA Practice for Acquisition---VA2069

Hampton City County, VA

NEW Offering: Profitable Hampton Roads CPA Practice for Acquisition---VA2069 Opportunity: Great CPA practice for sale by CPA owner with experienced, talented staff Geographic Location: Hampton Roads...

$2,200,000

$2,200,000

Cash Flow: $1,300,000

Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income

$348,000 - Walnut Creek, CA

$348,000

Walnut Creek, CA

Well-Established Triad CPA Firm with Strong Real Estate Niche

North Carolina

-Established commercial real estate niche driving consistent, organic growth -Revenue grown year-over-year, reaching approximately $2.5M in 2025 -Annual fee increases of approximately 5% implemented...

$2,750,000

$2,750,000

Beautiful and Profitable Captive Insurance Agency fully Staffed

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

$1,600,000

Cash Flow: $640,000

Western SC CPA Practice For Sale

South Carolina

• Owner retiring but will be available to assist buyer with transition. • Practice revenues estimated to be around $136,000 for 2026. • Revenues comprised of individual and business tax (68%), monthly...

$150,000

$150,000

Well Established Accounting and Tax Service Business

Melbourne, FL

Imagine stepping into a thriving accounting practice that's been serving clients faithfully for years. You'll inherit over 700 active clients who trust this boutique firm with their most important...

$175,000

$175,000

Cash Flow: $128,359

Long Standing Agency for Sale in Worth IL

Palos Heights, IL

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an aspiring or experienced insurance professional. Located in Palos...

$325,000

$325,000

Well Established Independent Auto Insurance Agency

Martin County, FL

A rare opportunity to acquire a well established, independent auto insurance agency with over 30 years of operating history on Florida's Treasure Coast. This is not a startup and not a turnaround. It...

$171,000

$171,000

Cash Flow: $96,631

Farmers Agency For sale

Las Vegas, NV

Established Farmers Insurance Agency - Las Vegas Opportunity This thriving Farmers Insurance Agency offers a compelling acquisition opportunity in the dynamic Las Vegas market. With nearly three...

$535,000

$535,000

EBITDA: $165,000

Accounting Practice for Sale in Manchester, VT

Manchester, VT

The practice serves a diverse and loyal client base, consisting of individuals, small and medium size businesses, fiduciaries, and nonprofit organizations. As of the 2024 tax season, the return...

$600,000

$600,000

Cash Flow: $314,000

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Mount Prospect/Arlington Heights Area CPA Practice for Sale

Mount Prospect, IL

This well-established, owner-operated CPA firm, located in Mount Prospect/Arlington Heights Area, presents an excellent opportunity to acquire a stable, efficient practice with a loyal client base and...

$125,000

$125,000

Novato CPA Tax Practice for Sale

Novato, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

Walk Into Opportunity, Not a Blank Page

$226,500 - Solano County, CA

$226,500

Solano County, CA

Ventura CPA Practice for Sale

Ventura, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte • Approximately 80 individual tax returns with an average fee of $1,260 per return • Approximately 5...

$200,000

$200,000

Cash Flow: $107,500

Zachary CPA Practice for Sale

Zachary, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

$600,000

Cash Flow: $240,000

San Rafael Bookkeeping Practice for Sale

San Rafael, CA

Bookkeeping Practice with Stable, Year-Round Revenue This practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business...

$450,000

$450,000

Cash Flow: $167,164

Consulting & Advisory Franchise – Business Brokerage – Anaheim, CA

Anaheim, CA

An established business brokerage territory is now available in Anaheim, California. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system,...

$59,000

$59,000

Allstate Agency in the Cincinnati, Ohio Area

Clermont County, OH

Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,673,711 in Written Premium, 2,227 Policies in Force, and an 86.63% retention rate. With $450,181 in revenue, this...

$750,000

$750,000

Durham EA Firm

Durham, NC

THE OPPORTUNITY This Durham-based EA firm offers a nice opportunity for a CPA, EA, or experienced tax professional to acquire a practice with deep community roots and a turnkey operational structure....

$350,000

$350,000

Turnkey EA Practice - Eastern Michigan

Michigan

--PRICE REDUCED-- This well-established Enrolled Agent practice represents a strategic acquisition opportunity for certified public accountants, enrolled agents, or accounting firms seeking expansion...

Not Disclosed

Not Disclosed

Cash Flow: $266,822

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 Analyzed390
Asking Price$528,000
Reported Revenue$456,000
Reported Seller's Discretionary Earnings$218,167
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$271,250$528,000$987,250

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$240,000$124,950
Median$456,000$218,167
Upper Quartile$840,000$367,973

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 Quartile1.051.89
Median1.252.50
Upper Quartile1.663.39

FAQ's

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

The median asking price for an established Financial Service Business is $528,000, though prices range from under $271,250 to well over $987,250.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $456,000 and owners earn a median of $218,167, 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 1.05 to 1.66, with a median of 1.25. Earning multiples range from 1.89 to 3.39, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.50 times its annual owner earnings.

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