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Financial Services Businesses For Sale

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Western Hampden County, MA CPA Practice for Sale

Hampden County, MA

This new CPA Tax, Accounting, and Payroll Practice for sale in Western Hampden County, MA generates revenues to be sold of approximately $485,900 - Well established practice in nice suburb of...

$550,000

$550,000

Bellevue, NE EA Tax Practice for Sale

Sarpy County, NE

This well-established Enrolled Agent Tax practice for sale is located in Bellevue, NE and has annual gross revenues of approximately $215,000. The practice caters to a loyal, long-term tax client base...

$187,500

$187,500

Accounting Practice for Sale in Paramus, NJ

Paramus, NJ

Mix of small to medium sized businesses and individuals....

$350,000

$350,000

Cash Flow: $130,000

Greater Springfield Suburb, MA CPA Practice for Sale

Hampden County, MA

This quality CPA Tax & Accounting Practice for sale in a greater Springfield, MA suburb generates annual gross revenues of approximately $341,000. The long-standing firm has grown organically and...

$330,000

$330,000

Cash Flow: $180,273

Established CPA Firm with over 35% Cash Flow & Growth Opportunities!

South Carolina

*Purchase price approved by lender* -Cashflow to owner consistently over 40% -Remote capability -All work papers scanned, pdfs -Consistent revenue growth -Recent billing rate increase of 10% This is a...

$700,000

$700,000

SALE PENDING -- Northeastern Colorado CPA Practice for Sale

Colorado

- Long-standing CPA practice - 88% Tax Preparation (44% Individual; 49% Business; 7% Other); 10% Bookkeeping; 2% Consulting - Cash flow to owner is 46% of gross revenue - Practice utilizes QuickBooks...

Not Disclosed

Cash Flow: $122,000

Not Disclosed

Cash Flow: $122,000

Growing Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this year. In addition, the business has multiple other revenue...

$240,000

$240,000

Cash Flow: $89,082

Well Known Check Cashing Store- Highest Rated Franchise

Hudson County, NJ

This store is located in a highly populated New York City suburb with upside growth potential. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The...

$129,000

$129,000

Cash Flow: $71,690

American Tax and Accounting Services Franchise - Since 1976

Pembroke Pines, FL

Specializing in tax, accounting, payroll, and business consulting, this franchise combines over 49 years of experience with its proprietary digital platform to deliver efficient solutions to...

$130,000

$130,000

Blue Ridge Mountains (Foothills) CPA Practice For Sale

Virginia

• UPDATED INFORMATION! REVENUES HAVE INCREASED! • Seller retiring, but willing to assist buyer as needed. To be discuss in more detail in face-to-face meeting. • 2024 revenues of $560,000! Significant...

$550,000

$550,000

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

$1,100,000

Cash Flow: $505,330

London, ON, Bookkeeping, Tax & Payroll Practice for Sale

Ontario

Alan Liverman is pleased to introduce: • Very successful well established bookkeeping, tax and payroll practice with an excellent reputation. • Structure of purchase: Share sale • Excellent cash flow...

$300,000

$300,000

Visalia, CA Tax & Bookkeeping Practice for Sale

Tulare County, CA

• The owner is a CTEC • This practice was established in 1975 • Software in use includes Lacerte and Dillners • Approximately $133,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$270,000

$270,000

Cash Flow: $102,500

New Well Established Chicago, IL CPA Practice w/ staff Listing IL2425

Chicago, IL

Geographic Location: Chicago Here's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to...

$599,000

$599,000

Check Cashing Store for Sale

Florida

High volume Check Cashing Business is offered for sale. On average, this store cashes around 22M per year at a very attractive % rate. Very loyal clientele and low overhead. Prime location, with...

$1,400,000

$1,400,000

Cash Flow: $425,500

Northern New Mexico-Sante Fe Area, NM CPA Practice for Sale

New Mexico

This exceptional CPA practice is located in Northern New Mexico-Santa Fe Area and has annual gross revenues of approximately $1,925,000. The practice has earned a first-rate reputation for providing...

$1,925,000

$1,925,000

Patrick Steffl

Murphy Business & Financial Corporation

Serving Minnehaha County, SD

Murphy Business and Financial Corporation is one of the largest and most trusted business brokerage firms in North America. Patrick is owner of Murphy Business of Minnesota, LLC

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Dillon Montana CPA Practice for Sale

Montana

This well-established CPA practice for sale in Dillon Montana generates annual gross revenues of approximately $400,000. Focusing on profitable tax work, this reputable firm has been providing quality...

$400,000

$400,000

Commission Express Franchises for sale in Central, West, & SW FL

Naples, FL

Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...

$275,000

$275,000

Commission Express Franchises for sale in Central, West, & SW FL

Orlando, FL

Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...

$275,000

$275,000

Beloit/Janesville CPA Practice 67% Cash Flow Listing WI1129

Rock County, WI

Practice Details: Retiring CPA owner is seeking a qualified Buyer for this very profitable tax and accounting practice. In business over 20 years a loyal and well-established client base. Great Cash...

$400,000

$400,000

Cash Flow: $267,000

Coastal South Carolina CPA Practice for Sale

Horry County, SC

• Seller changing careers. Willing to assist buyer as much as possible with transition. • 2024 revenues estimated to be around $110,000! • Revenues comprised of tax (86%) and accounting (14%)...

$125,000

$125,000

Cash Flow: $65,000

Portland, OR EA Practice for Sale - Available after 4/15

Multnomah County, OR

• The owner is an EA • This practice was established in 1993 • Software in use includes ProSeries • Approximately $13,000 in annual revenue, via bookkeeping (7 clients) • Approximately 296 individual...

$330,000

$330,000

Cash Flow: $166,298

CPA Firm for sale

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000

$125,000

CPA Firm in McHenry County Illinois For Sale LIsting IL2422

McHenry County, IL

A highly respected local CPA in McHenry County, Illinois, is looking for a qualified individual or firm to take over their thriving practice as they begin a well-deserved transition into retirement....

Not Disclosed

Cash Flow: $350,000

Not Disclosed

Cash Flow: $350,000

20+ Years Tax, Accounting, Book Keeping Firm

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

$180,000

Cash Flow: $47,804

Successful Accounting Firm in Expansion, Miami and Orlando Territories

Miami-Dade County, FL

Successful accounting Firm in Miami, with more of 15 years in business, seeks 50% strategic passive partner for their next location in Florida. Great opportunity for E2 Visa investors. JP Global...

$250,000

$250,000

Great established well known area Real Estate Co with closing Co

Myrtle Beach, SC

25 year old local Real Estate business with manufactured home on leased land closing business. Also included Dixon Brokerage business brokers and remolding flipping platform....

$175,000

$175,000

Clinton Twp, MI CPA Practice for Sale

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

$1,080,000

Cash Flow: $1,058,000

Redding, CA CPA Practice for Sale - Available after 4/15

Shasta County, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via...

$315,000

$315,000

Cash Flow: $112,800

Bryan - College Station TX CPA Practice for Sale

Texas

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

$1,075,000

Established Agency For sale

Fenton, MO

Established Farmers Insurance Agency for sale in the Fenton/ Valley Park area. Owner willing to assist with the transition process. 800K Premium Insurance Agency Location: Fenton MO Office- Leased...

$115,000

$115,000

Cash Flow: $41,000

$1MM (Revenue) Soutwest WI – Accounting & Tax Firm For Sale

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller is willing to provide transitional assistance to the buyer to...

Not Disclosed

Cash Flow: $360,641

Not Disclosed

Cash Flow: $360,641

Durham NC CPA Practice for Sale

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

$550,000

CPA Firm Looking for Merger Partners, SLC, UT

Salt Lake City, UT

Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....

Not Disclosed

EBITDA: $10,000,000

Not Disclosed

EBITDA: $10,000,000

Huntsville Area CPA Firm

Texas

TX1052:The sellers of this firm located near the Huntsville area on the I-45 corridor between Houston and Dallas are seeking CPA buyers for the firm as they approach retirement. The firm includes a...

$720,000

$720,000

Columbia CPA Firm

Columbia, SC

SC1003: The sellers of this Columbia CPA firm are approaching retirement and seeking a CPA buyer. With a large number of business clients and a good fee structure, this practice offers a nice cash...

$925,000

$925,000

Southwestern SC Accounting and Tax Practice for Sale

Aiken County, SC

• Owner looking to retire and will be available for transitional help as agreed with buyer. • Great location with a reputation in the community that brings in constant referrals. • 2023 gross revenues...

$285,000

$285,000

Brazoria County, TX CPA Firm for Sale

Brazoria County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2023 gross revenues to be around $285,000. • Service mix comprised of tax (94%) and accounting (6%). •...

$325,000

$325,000

Allstate Agency in NE Illinois

Cook County, IL

Don't miss out on this Pro level, on pace to be Elite, $2.5M Allstate book with great retention and growth! This agency shows great growth and is primed for even more growth under the right owner....

$430,000

$430,000

Bozeman, MT Area CPA Practice

Gallatin County, MT

This well-established, yet still rapidly growing CPA practice for sale in the Bozeman, MT area has annual gross revenues of approximately $975,000 and has earned a reputation for providing first-rate,...

$930,000

$930,000

Profitable CPA Practice in Appleton WI Listing WI1127

Appleton, WI

Listing WI1127 Practice Details: Profitable, established CPA practice in Appleton Wisconsin Revenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%...

$219,000

$219,000

NW Wisconsin Tax and Accounting Practice For Sale Listing WI1128

Wisconsin

LISTING WI1128 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. In business over 20 years a loyal and well-established...

$1,400,000

$1,400,000

North Central Nebraska CPA Practice for Sale

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $195,000. The firm is proudly operated by the seller and...

$170,000

$170,000

Cash Flow: $117,930

Real Estate & Private Lending Opportunity

Iowa

This real estate and private lending opportunity has developed a proven system to identify lucrative deals with a steady and customizable deal flow pipeline. The business focuses on high-margin real...

$995,000

$995,000

Cash Flow: $711,099

DJ Talarico

Transworld Business Advisors Spokane WA

Serving Spokane County, WA

Our team is passionate about helping small and mid-sized companies navigate the complex waters through the sale, acquisition or growth of an organization. Our services include buyer representation, seller representation, preparation for sale, business valuations, franchise sales, and franchise development. Established in 1979, Transworld Business Advisors has 250+ offices and 600+ brokers worldwide. To learn more about Transworld Business Advisors of Spokane or to schedule a consultation with one of our brokers, visit our website at tworld.com/locations/spokane or call 509-394-4150.

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Insurance Agency for Sale

Jefferson County, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

$300,000

$300,000

Cash Flow: $198,639

Portland, OR Tax & Audit CPA Practice for Sale

Multnomah County, OR

• The owner is a CPA • This practice was established in 1992 • Software in use includes Ultra Tax, Write-Up: CCH Engagement, Practice Mgmt: Thompson Reuters Practice • Approximately $48,000 in annual...

$1,065,000

$1,065,000

Cash Flow: $322,256

NJ Tax and Financial Services Business

Middlesex County, NJ

Two businesses in one. Current owner uses the tax business to generate leads for the investment business. Seller is almost 70 and he would prefer to pass his business on to someone who is in the area...

$525,000

$525,000

Cash Flow: $160,000

Antioch, CA EA Book of Business for Sale

Contra Costa County, CA

• The owner is an EA • Clients can be serviced remotely • Seller prefers a buyer located in the greater San Francisco Bay Area • This practice was established in 1992 • Software in use includes...

$130,000

$130,000

Oakland, CA EA Practice for Sale

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

$1,200,000

Cash Flow: $454,000

Fruitland, ID CPA Practice for Sale

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

$345,000

Cash Flow: $225,720

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.