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Financial Services Businesses For Sale

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Industry Info
Wealth Management & Financial Advisory Practice

Middlesex County, NJ

Established Wealth Management & Financial Advisory Practice Established financial advisory and wealth management firm offering a broad range of services including retirement planning, investment...

$599,000

$599,000

Cash Flow: $173,469

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

Not Disclosed

EBITDA: $527,000

Remote Commercial Finance Advisory - High Margins, Nationwide Reach

Maricopa County, AZ

This specialized commercial finance advisory practice connects middle market companies with alternative lending solutions when traditional bank financing falls short. Operating entirely remotely for...

$1,905,000

$1,905,000

Cash Flow: $635,000

Manufactured Home Brokerage

Clackamas County, OR

This brokerage company has successfully served a niche market for over twenty years providing a full service offering including financing through established lender relationships. The skilled staff...

$625,000

$625,000

Cash Flow: $325,948

Recurring Revenue Insurance & Retirement Planning Business

Benton County, WA

This opportunity involves acquiring an independent advisory practice focused on insurance solutions and retirement income strategies for individuals approaching or living in retirement. The firm...

$540,000

$540,000

Cash Flow: $230,000

Specialized Chicagoland Audit Practice – Multifamily and Nonprofit

Kane County, IL

Grossing $1,278,133 | Up to 90-100% Bank and Seller Financing Available This is a well-established audit practice serving the greater Chicagoland, Illinois area, with a strong concentration in...

$1,597,666

$1,597,666

Well-Established CPA Firm - Cincinnati / Dayton Area

Ohio

Well-Established CPA Practice for Sale - Cincinnati / Dayton Area, Ohio $516,000 Projected Revenue | Up to 90% Financing Available | Turnkey Opportunity This is a well-established, full-service...

$619,200

$619,200

Established and Scalable Virtual Assistant Business

Columbus, OH

The business is offering a strong brand reputation and diverse clientele across multiple sectors. From administrative support to marketing and bookkeeping, this remote-operated business provides...

$540,000

$540,000

Cash Flow: $173,000

Skokie, IL CPA Practice for Sale

Skokie, IL

Over the years the seller has been able to cultivate a practice that is a cut above the competition. The bulk of clients are business owners or higher-net-worth individuals that need more than just a...

$1,600,000

$1,600,000

$1,000,000 (Rev) Central Connecticut Tax, Accounting & Investment Firm

Connecticut

ABA Advisors represents this tax, accounting and investment advisory practice located in central Connecticut. The firm provides broad-based local accounting, tax, bookkeeping and investment advisory...

Not Disclosed

Not Disclosed

Cash Flow: $576,628

Well established tax preparation business

Walla Walla, WA

Well-Established Tax Preparation and Accounting Practice - Walla Walla, WA This thriving tax and accounting practice has served the Walla Walla community since 1980, building a loyal client base of...

$520,000

$520,000

Blue Ridge Mountain CPA Practice For Sale

North Carolina

• Seller retiring but willing to assist with transition and available to continue working for one or more tax seasons to support client retention. • Gross revenues of $286,411 in 2025 and projected...

$345,000

$345,000

Tulsa CPA Firm

Tulsa, OK

THE OPPORTUNITY An established and reputable Tulsa CPA firm is on the market as the owner prepares for retirement. This practice boasts a loyal, long-standing client base and an experienced staff,...

$2,400,000

$2,400,000

Established Business Brokerage Territory

$97,500 - Lexington County, SC

$97,500

Lexington County, SC

Judah Dishington

United Franchise Group

Albuquerque CPA Firm

Albuquerque, NM

THE OPPORTUNITY A nice opportunity has become available in the Albuquerque market. This established CPA firm strikes the perfect balance between stable, immediate profitability and a genuinely...

$303,000

$303,000

Allstate Agency Opportunity in Central Ohio

Franklin County, OH

Located in Central Ohio, this established 15-year agency presents a rare large-scale acquisition opportunity with nearly $30M in written premium, more than 20,000 policies in force, and strong...

$8,500,000

$8,500,000

Bray Commercial

Bray Commercial, LLC

Serving Mesa County, CO

Bray Business Advisor Group powered by Bray Commercial is a mergers and acquisitions firm focused solely on the sale and acquisition of mid-market businesses located in western Colorado. We have over 40 years of experience in business transactions and business ownership. We are supported by a staff of experienced personnel and the combined resources of Bray and Company and our 75 years of service to Western Colorado businesses and residents. As the premier Business Brokerage Service in Western Colorado, we manage the full spectrum of industries.

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Sebanda Franchise Insurance Agency Opportunity

Miami Gardens, FL

Established Sebanda Franchise Insurance Agency operating for over 5 years, located in a high-traffic shopping center in Miami Gardens on NW 27th Ave. Company established with appointments from...

$580,000

$580,000

Cash Flow: $225,574

Elmhurst, IL Tax and Accounting Practice for Sale

Elmhurst, IL

This longstanding practice generates strong cashflow to the owner of about 60% of gross! Additionally, revenues are derived from diverse sources with more than 40% of income coming from...

$465,000

$465,000

CPA Firm for Sale in Desirable SW Charlotte, NC

North Carolina

-$327,447 cash flow (over 40% margin) -Higher-than-average fees across all service lines -Remote-capable operations with cloud-based systems -1,800 owner hours annually with flexible schedule...

$1,080,000

$1,080,000

Incredible Bakersfield 27 ATM Route - $185,000

Bakersfield, CA

Imagine stepping into a business that practically runs itself! This incredible 27-ATM route in Bakersfield, CA is exactly what you've been looking for if you want a straightforward, profitable venture...

$185,000

$185,000

Cash Flow: $74,188

Southern Westchester Tax Practice For Sale

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

$550,000

50+ Year Allstate Insurance Agency with 90% Customer Loyalty

South Carolina

Established South Carolina Allstate Insurance Agency for Sale For over 50 years, this highly respected Allstate agency has served the South Carolina market with a reputation built on trust,...

$895,000

$895,000

Cash Flow: $420,000

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue

Illinois

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue Overview ABA Advisors represents this CPA firm located in a near west suburb of Chicago, just west of Midway Airport. The owner...

Not Disclosed

Not Disclosed

Cash Flow: $239,964

Milwaukee Metro CPA practice. Staff 65% Year Round Cash Flo

Milwaukee County, WI

Practice Details: Retiring owner is seeking a qualified Buyer for this profitable CPA practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended...

$255,000

$255,000

Cash Flow: $140,000

Strong Performing Tax Franchise for Sale

$175,000 - Suffolk County, NY

$175,000

Suffolk County, NY

Van Daughtry

Van Daughtry Consulting, LLC

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

Commercial Accounting & Tax Practice

Tucson, AZ

This is a well-established sole practitioner firm performing high level accounting, tax & advisory services for small businesses, many who are in the Construction industry. Most clients are long term...

$130,000

$130,000

Cash Flow: $102,919

50 Year Established West NC CPA Firm (SBA Pre-Qualified)

Haywood County, NC

This is a premier opportunity to acquire a highly reputable CPA practice with a 47-year operating history in Haywood County, North Carolina. Since 1978, the firm has grown entirely through word of...

$957,000

$957,000

Cash Flow: $487,686

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...

$129,000

$129,000

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...

$700,000

$700,000

Cash Flow: $400,000

North Raleigh Metro CPA Practice For Sale

Wake County, NC

• VIRTUAL operation possible with seller already working remotely! • Seller is retiring but willing to assist with transition to help ensure a smooth client handoff and retention. • Yearly revenues...

$410,000

$410,000

Arizona CPA w/Long-term seller support

Fountain Hills, AZ

Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships,...

$198,800

$198,800

Cash Flow: $110,842

Profitable Insurance Business for Sale - Own Your Future!

Norfolk City County, VA

Established with a strong foundation in the insurance industry, this independent insurance agency has built a longstanding reputation for personalised service, trusted client relationships, and...

$540,000

$540,000

Cash Flow: $105,180

Middletown, DE Virtual Accounting & Tax Practice for Sale #DE6379

Middletown, DE

This modern, fully virtual accounting and tax practice in Middletown, DE generates revenues to be sold of approximately $205,000 • Fully remote operating model allows for low overhead, operational...

$285,000

$285,000

North York, Ont. CPA/CA Accounting and Tax Practice for Sale

Toronto, ON

Our staff include very experienced CPAs and technicians who have been with the firm for decades. This is an excellent opportunity for a small firm or individual looking to acquire an established...

$1,625,000

$1,625,000

Cash Flow: $700,000

Exclusive Business Brokerage Territory with Active Listings

$90,000 - Lancaster County, NE

$90,000

Lancaster County, NE

Judah Dishington

United Franchise Group

Accounting Practice for Sale in DFW Metroplex

Tarrant County, TX

Established CPA firm generating approximately $839K in annual revenue with a strong concentration of loyal small business clients. Practice offers a balanced mix of tax preparation, accounting,...

$1,050,000

$1,050,000

Cash Flow: $350,000

Commercial Accounting and Tax Practice 22 years

Tucson, AZ

This is a well-established sole practitioner firm performing high level accounting, tax & advisory services for small businesses, many who are in the Construction industry. Most clients are long term...

$130,000

$130,000

Cash Flow: $102,919

Established ELITE Allstate Agency in the Eastern Dallas Metro

Kaufman County, TX

Located in the rapidly expanding Eastern Dallas metro, this ELITE agency has built a dominant local presence with over $14.1M in premium, nearly 5,000 active policies, and more than $2.16M in revenue....

$3,500,000

$3,500,000

Rive Nord Montréal - Cabinet Comptable à vendre

Quebec

Cabinet comptable établi depuis plus de 15 ans, générant un chiffre d’affaires annuel d’environ 525 000 $, avec une clientèle fidèle et diversifiée composée de PME et de particuliers. Situé à un...

$699,000

$699,000

Cash Flow: $242,936

Las Vegas NV EA Tax & Bookkeeping Practice for Sale

Las Vegas, NV

• Seller prefers the buyer to be a CPA or have a CPA on staff due to preparation of financial statements • This practice was established in 2018 • This is not a virtual practice as 90% of clients meet...

$375,000

$375,000

Cash Flow: $199,000

Established Tax Office | 5-Star Reviews | Turnkey Business

Perris, CA

Established and highly rated tax preparation franchise located in the heart of Perris, serving a strong and growing predominantly Latino market. This turnkey business benefits from excellent...

$299,000

$299,000

Cash Flow: $120,000

E2 VISA Established tax and accounting franchise business

Orlando, FL

Established tax and accounting franchise business with strong recurring revenue, scalable systems, and a predominantly international client base. TAXLEAF MILLENIA operates under the recognized TaxLeaf...

$200,000

$200,000

Cash Flow: $135,000

Established Richmond Tax Prep Business with Strong Client Base!

Henrico County, VA

For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key...

$85,000

$85,000

Cash Flow: $33,945

Bob Auerbach

APREA Business Brokerage

Serving Hudson County, NJ

APREA Business Brokerage has over 25 years of experience and over 300 centers brokered.

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Established Business Brokerage Franchise Opportunity – North Phoenix

Phoenix, AZ

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the thriving North Phoenix market. Backed by a nationally...

$210,000

$210,000

Rochester (East Side Suburb) Tax and Accounting Practice For Sale

Monroe County, NY

• Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff. • 2025 revenue of $385,000 with 2026 projected around...

$560,000

$560,000

Premium Resale & Lending Enterprise - High-End Collectibles Market

$8,470,000 - Virginia

$8,470,000

Virginia

Vista CPA Firm for Sale

Vista, CA

Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with...

$330,000

$330,000

Cash Flow: $187,645

Southeastern CT CPA Firm

New London County, CT

An established CPA firm in Southeastern Connecticut that has been serving clients for nearly 40 years, with strong, long-standing client relationships. The firm generated roughly $680,000 in billings...

$750,000

$750,000

Cash Flow: $340,000

Worcester Country CPA Firm

Worcester County, MA

The firm generated about $780,000 in revenue in 2025 with strong profitability (over 50% owner cash flow). It is supported by experienced staff, modern cloud-based and paperless systems, and operates...

$940,000

$940,000

Cash Flow: $392,000

Accounting Practice for Sale in Manhattan

New York, NY

Established Manhattan Accounting Practice - Strategic Acquisition Opportunity This well-established accounting practice represents a premier acquisition opportunity in Manhattan's competitive...

$803,000

$803,000

Cash Flow: $275,000

Western Queens Tax and Accounting Practice For Sale

Queens County, NY

• Seller seeking a partial retirement and willing to assist with a smooth transition to help support client retention and continuity. • Consistent revenue base with seller projecting approximately...

$175,000

$175,000

Anywhere Austin Area - Accounting Practice For Sale

Williamson County, TX

Well-Established, Diversified CPA Firm | Virtual Office | Up to 90% Financing Available This well-established CPA practice offers a rare combination of stability, flexibility, and growth potential in...

$379,645

$379,645

High-End CPA Practice for Sale – Northeast Cincinnati Suburb, OH

Clermont County, OH

Well-Established, High-End Tax Practice | 25+ Years | Bank & Seller Financing Available This well-established CPA practice has been serving a loyal, high-end client base for over 25 years in a...

$118,506

$118,506

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 Analyzed355
Asking Price$500,000
Reported Revenue$409,731
Reported Seller's Discretionary Earnings$200,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$500,000$944,500

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$231,390$120,000
Median$409,731$200,000
Upper Quartile$812,228$335,272

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 Quartile1.001.83
Median1.242.48
Upper Quartile1.673.24

FAQ's

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

The median asking price for an established Financial Service Business is $500,000, though prices range from under $250,000 to well over $944,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $409,731 and owners earn a median of $200,000, 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 1.00 to 1.67, with a median of 1.24. Earning multiples range from 1.83 to 3.24, with the median at 2.48. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.48 times its annual owner earnings.

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