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Financial Services Businesses For Sale

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Industry Info
Established Pawn Shop- Highly Profitable

Louisville, KY

We are pleased to present a rare opportunity to acquire a well-established, highly profitable pawn shop located in Indiana. This business has demonstrated consistent financial growth, providing a...

$475,000

$475,000

Cash Flow: $126,869

West Metro CPA Firm – $375+ Revenue

Minnesota

Centrally located, reputable CPA firm for sale that specializes in individual and business tax preparation, payroll, and tax planning. The firm’s average 1040 fee in 2023 was $700 per return, which...

$490,000

$490,000

Cash Flow: $287,725

Salem, OR CPA Book of Business for Sale

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes CS Accounting, CS Tax • Approximately $156,500 in annual revenue, via bookkeeping (24 clients) • Approximately...

$420,000

$420,000

$570,000 Revenue – Orlando, Florida Tax and Accounting Firm for Sale

Florida

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview - ABA Advisors represents this tax and accounting firm located in the NW Orlando, FL area. The owner wishes to retire after providing...

Not Disclosed

Cash Flow: $285,901

Not Disclosed

Cash Flow: $285,901

Northwest Richmond Metro CPA Practice For Sale

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2024 revenues expected around $347,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

$375,000

Allstate Agency in West Texas, South of Lubbock!

Ector County, TX

This is an amazing opportunity to purchase a Pro agency. This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8%...

$2,790,000

$2,790,000

Cash Flow: $509,247

Check Cashing and Pawn Store- Northern DE- Great Value!

New Castle County, DE

Bargain Price...Motivated Seller! This business has multiple revenue streams and is growing substantially this year over the 2024 numbers. The revenue streams in this store other than check cashing,...

$55,000

$55,000

Cash Flow: $79,946

Chewelah, WA CPA Practice for Sale

Stevens County, WA

• The owner is a CPA • This practice was established in 1983 • Software in use includes Ultra Tax, QuickBooks, Desktop Pro Plus, QuickBooks Online • Approximately $21,000 in annual revenue, via...

$375,000

$375,000

Cash Flow: $220,000

NW LaSalle County, IL CPA Practice for Sale

La Salle County, IL

This well-established CPA Tax & Accounting Practice for sale in NW LaSalle, Illinois has annual gross revenues of approximately $465,500. The practice caters to a high-quality client base, including a...

$460,000

$460,000

Cash Flow: $275,000

Brooklyn/Staten Island Tax and Accounting Practice For Sale

Richmond County, NY

• Seller retiring- willing to help assist buyer with transition. • 2024 revenues expected around $165,000. • Revenues comprised of Business and Individual Tax (90%) and Accounting/Write-Up (10%) • No...

$210,000

$210,000

Tax Preparation and Trust Management Company

The offering consists of the intellectual property of two trusts, hereinafter collectively referred to as the Company. The Company specializes in the sale, operation, and financial management of...

Not Disclosed

EBITDA: $624,000

Not Disclosed

EBITDA: $624,000

$325,000 Madison, Wisconsin Area Tax Practice for Sale

Dane County, WI

Overview - ABA Advisors represents this tax practice located in the SW area of Madison, WI. The owner wishes to retire from public accounting. The Practice - The practice is mostly 1040’s with an...

Not Disclosed

Cash Flow: $210,555

Not Disclosed

Cash Flow: $210,555

$650,000 Gross Revenue - South Central, Tennessee – CPA Firm

Tennessee

OVERVIEW - ABA Advisors represents this CPA firm in the South Central, TN area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE FIRM - The...

Not Disclosed

EBITDA: $188,993

Not Disclosed

EBITDA: $188,993

SW Kansas CPA Firm

Kansas

KS1110: The seller of this growing SW Kansas CPA firm is approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and an experienced staff in place, the firm provides a...

$520,000

$520,000

Jackson County Gulf Coast CPA Firm

Jackson County, MS

MS1007: The seller of this Jackson County CPA firm located on the Gulf Coast is approaching retirement and seeking a CPA buyer for the firm. Practice offers a loyal clientele and lots of opportunity...

$280,000

$280,000

Carlsbad CPA Firm for Sale

Carlsbad, CA

CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated...

$325,000

$325,000

Cash Flow: $124,827

Randy Shurbet

isellrestaurantsandbars.com

Serving Baldwin County, AL

We bring buyers and sellers together in the search to sell or purchase a restaurant or bar. We have over twenty-five years of experience in the industry as an owner, supplier, consultant and financial adviser. OUR MISSION IS TO DELIVER SUCCESS. isellrestaurantsandbars.com is a comprehensive Restaurant/Bar Brokerage representing all aspects of the Buyer/Seller process. ISRAB works diligently to provide our clients with an accurate valuation of their business to maximize the outcome of the sale or purchase. We take a proactive approach for our clients through our extensive database and unique advertising opportunities to assure success in the attainment of our clients goal in selling or purchasing of a restaurant or bar. We guarantee full confidentiality in the process and only release financial information after receiving a signed non-disclosure agreement and completing a full due diligence of the prospective person of interest, and all information is password protected. Our dedication to success and professionalism has allowed us to become the premier Restaurant/Bar broker in our region. Put our power to work by calling 800-407-1335.

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Wichita Falls, TX Area CPA Tax Practice

Wichita County, TX

This well-established, reputable CPA Tax Practice for sale in the Wichita Falls, TX Area has faithfully served clients in Wichita Falls and the surrounding communities for almost 25 years. It has...

$168,000

$168,000

Check-cashing and Financial Services in Miami, FL.

Miami, FL

Check-cashing and financial services company. Incorporated on 2003 as a Florida corporation. The business is active and managed by the same owners since its beginnings. The company provides services...

$1,840,000

$1,840,000

Cash Flow: $617,491

Check-cashing and Financial Services Company

Miami, FL

Check-cashing and financial services company. Incorporated on 2003 as a Florida corporation. The business is active and managed by the same owners since its beginnings. The company provides services...

$1,860,000

$1,860,000

Cash Flow: $619,988

Juneau, AK CPA Tax Practice for Sale

Juneau, AK

This well-established, reputable CPA practice for sale in Juneau, Alaska generates annual gross revenue of about $488,000. The practice is centered on profitable tax work, which makes up the majority...

$420,000

$420,000

Cash Flow: $243,453

Omaha, NE Area CPA Practice for Sale

Douglas County, NE

This well-established CPA firm is located in the Omaha, Nebraska area and has annual gross revenue of approximately $800,000. Revenues are nicely balanced between profitable tax work (70%), accounting...

$800,000

$800,000

Fleet Management Company

Pennsylvania

We're excited to present a standout opportunity in the fleet management industry. This Eastern US company, a recognized market leader, offers a comprehensive range of services including accident and...

Not Disclosed

Cash Flow: $500,000

Not Disclosed

Cash Flow: $500,000

$475,000 (Revenue) Richmond, VA CPA Tax Practice - ABA Advisors

Richmond, VA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Started in the late 70's this practice is mostly individual and business tax work and projects sellers' discretionary earnings of about 56% for the...

Not Disclosed

Cash Flow: $266,375

Not Disclosed

Cash Flow: $266,375

Allstate Insurance Agency for 25 years in the County of Sacramento

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

$775,000

NH Seacoast Area CPA Firm (partial sale)

Rockingham County, NH

NH1001: This NH Seacoast Area CPA firm is offering a portion of their firm revenues for sale. Practice has a strong fee structure and a loyal clientele. The seller is open to a CPA or EA buyer. The...

$110,000

$110,000

Central/Southern Monmouth County, NJ CPA Practice for Sale

Monmouth County, NJ

This reputable, well-established CPA practice for sale is located in Central/Southern Monmouth County, NJ and has annual gross revenue of approximately $575,000. The practice boasts a diversified...

$725,000

$725,000

Pasadena MD Tax & Bookkeeping Practice for Sale

Anne Arundel County, MD

This well-established EA practice is located in Pasadena, MD and has annual gross revenue of over $337,000 and growing! The practice has cultivated a strong reputation and serves a loyal, high-quality...

$345,000

$345,000

Cash Flow: $118,000

Lodi, CA CPA Practice for Sale

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

$720,000

Cash Flow: $193,102

Tulsa Tax Practice For Sale

Tulsa County, OK

• REDUCED PRICE! • Owner focusing on other business. Willing to assist buyer to transition clients. • Yearly gross revenues between $135,000-$140,000. • 100% of revenue derived from individual tax...

$155,000

$155,000

Chester County CPA Practice For Sale

Chester County, PA

• NEW REDUCED PRICE! • Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be $300,000! • Primarily a tax preparation practice...

$325,000

$325,000

Newport News, VA Allstate Agency with 5 state Binding Authority!

Newport News, VA

(PRICE ADJUSTMENT!!) The Retention ratio is 74.24% and the loss ratio is 68.62% which reflects the AUTO loss. In addition to the Allstate Earned Premium of $3,467,238 there is also $54,800 in Ivantage...

$389,000

$389,000

Cash Flow: $187,000

Bank Safety Envelope Manufacturer for Sale (Absentee-Run)

Union County, NJ

Ideal fit for a distributor/manufacturer in the industry, or packaging company! Pro-Forma EBITDA of $107,075 This manufacturing operation has been in business for over 25 years! The company is a...

$350,000

$350,000

EBITDA: $29,930

Hilo, Hawaii CPA Practice for Sale

Hawaii County, HI

This very well-established, reputable CPA practice for sale is desirably located in Hilo, HI and produces annual gross revenue of approximately $755,000. The practice caters to a high-quality client...

$715,000

$715,000

Cash Flow: $188,196

Tax Preparation and Accounting Services Firm is Back on the Market

Middlesex County, MA

Founded in the 1960s in Middlesex County, MA, this established firm has built a strong reputation for delivering dependable tax filing, bookkeeping, and accounting services to small and mid-sized...

$949,000

$949,000

Cash Flow: $337,811

Tucson, AZ CPA Practice for Sale

Pima County, AZ

• The owner is a CPA • This practice was established in 1984 • Software in use includes Microsoft Office 365 • Approximately 566 individual tax returns with an average fee of $366 per return •...

$290,000

$290,000

Cash Flow: $142,000

Long-Standing Tax and Accounting Firm for Sale

Maricopa County, AZ

TThis long-standing Tax and Accounting firm has been around for over three decades and benefits from a loyal and ever-expanding customer base, with numerous repeat clients seeking their expertise. The...

$985,000

$985,000

Cash Flow: $324,242

$615,000 Revenue - Western, PA - CPA Firm For Sale

Pennsylvania

Overview ABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer. This should help ensure a smooth transition....

Not Disclosed

Cash Flow: $274,005

Not Disclosed

Cash Flow: $274,005

Upper Cumberland, TN CPA Practice for Sale

Tennessee

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

$445,000

Cash Flow: $175,000

Cochise County, AZ CPA Practice for Sale

Cochise County, AZ

• The owner is a CPA • This practice was established in 1990 • Software in use includes QuickBooks, Drake Tax • Approximately $48,000 in annual revenue, via bookkeeping (3 clients) • Approximately 290...

$185,000

$185,000

Cash Flow: $121,400

Zachary, LA CPA Practice for Sale

E Baton Rouge County, 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

Southeastern Bristol County, MA Tax Practice For Sale

Bristol County, MA

This new Tax Practice for sale in Southern Mass generates annual gross revenue of approximately $180,000. This well-established practice has been delivering high quality tax services to a loyal client...

$195,000

$195,000

Cash Flow: $116,877

60%+ SDE Accounting Firm For Sale

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Not Disclosed

Cash Flow: $300,790

Not Disclosed

Cash Flow: $300,790

Full-Service Two-Partner CPA Firm with Growth Potential in Alberta!

Alberta

This well-known, full-service CPA firm for sale in Alberta has two partners and provides a variety of financial services, including bookkeeping, tax planning and preparation, audits, reviews and...

$1,250,000

$1,250,000

South Charlotte CPA Practice For Sale

Mecklenburg County, NC

• Owner willing to assist in transition through the 2025 tax season if needed. • Gross revenues are around $330,000! • Year-round revenues comprised of Tax (90%) and Accounting (10%) services. •...

$385,000

$385,000

William Russell

Capitol Business Consultants

Serving Fort Bend County, TX

Capitol Business Consultants is an accredited business brokerage company representing buyers and sellers of established businesses. Capitol has the experience, ability and network necessary to confidentially market businesses. William Russell was one of the first member of Texas Association of Busienss Brokers (TABB) and attended the first annual convention that was held in Houston in 1984.

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Mostly Virtual Firm with Seasoned Staff & 50% Cash flow in Raleigh!

North Carolina

This is a well-established and profitable (70%) full-service CAS and tax firm that works with both small and medium-sized businesses. This is a highly professional CPA practice with excellent staff...

$3,995,000

$3,995,000

Profitable Check Cashing Business for Sale

District of Columbia, DC

Well-established check cashing business for sale. This is a long-standing and trusted service provider in the community, ideally situated in a high-traffic area with affordable rent and consistent...

$175,000

$175,000

CPA firm with 64% cash flow to owner for sale outside of Milwaukee!

Milwaukee, WI

Discover a top-tier CPA firm renowned for its excellence in accounting, tax preparation, tax planning, and payroll services. Notably, this firm does not engage in audits or reviews. Their primary...

$550,000

$550,000

Cash Flow: $350,000

Maryland - Washington D.C. Area Tax and Accounting Practice

Montgomery County, MD

SALE PENDING - Located in very affluent Montgomery County immediately north of Washington D.C., this profitable firm is projected to return Seller’s Discretionary Earnings of $150,000+ in 2024....

$440,000

$440,000

Cash Flow: $150,000

McPherson County CPA Practice For Sale

Mcpherson County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2024 gross revenues to be around $200,000! • Service mix includes tax (79%) and accounting/payroll (21%). •...

$235,000

$235,000

Chaudière-Appalaches, QC - Cabinet de CPA à vendre

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

$699,000

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.