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Financial Services Businesses For Sale

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Bookkeeping and Tax Practice - Established 1998

Ontario

This is a great opportunity to acquire a long‑standing, highly reputable bookkeeping and tax practice. Founded in 1998, this firm has built a loyal client base over nearly three decades, with many...

$225,000

$225,000

Cash Flow: $81,887

Established Energy Cost Reduction & Consulting Business

Miami-Dade County, FL

Established Energy Cost Reduction & Consulting Business This opportunity represents the acquisition of a well-established business specializing in commercial energy cost reduction and utility...

$4,800,000

$4,800,000

Cash Flow: $1,509,342

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Mobile Phone Store with Money services

Warren, MI

Popular mobile phone brand with best value in the market. Very well loved in the area very little immediate completion in the area of same brand and only competitor is a nearby Metro PCS retail...

$26,500

$26,500

Rancho Cordova CA CPA Tax Practice

Sacramento County, CA

Established in 1989, this well-established CPA practice presents an excellent opportunity for an established firm looking to expand its tax practice or for a sole practitioner seeking to acquire a...

$225,000

$225,000

Cash Flow: $141,000

St. George, UT Tax & Accounting CPA Practice for Sale

Washington County, UT

This well-established, yet steadily growing CPA practice for sale in St. George, UT has annual gross revenues of approximately $266,000. The practice has built a loyal, high-quality client base...

$320,000

$320,000

Cash Flow: $187,000

Established Prince William County Accounting Practice For Sale

Alexandria County, VA

Opportunity: Diverse accounting practice with 3 owners and with talented staff of five. Geographic Location: Prince William County, VA Practice Details: This fine accounting practice is run by 1 CPA...

$649,000

$649,000

Cash Flow: $321,000

Los Angeles, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in YEAR • Software in use includes Lacerte • Approximately 1,470 individual tax returns with an average fee of $300 per return • Approximately 30...

$650,000

$650,000

Cash Flow: $360,425

Central Pennsylvania CPA Practice For Sale

Pennsylvania

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to increase around $300,000! • Primarily a bookkeeping practice with tax (30%)...

$335,000

$335,000

St. Cloud Area CPA Practice - $650K+ Revenue

Minnesota

Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...

$750,000

$750,000

Cash Flow: $302,409

Elbert County CO CPA Practice for Sale

Elbert County, CO

- Well established, two-partner CPA practice - 52% Tax Preparation (51% Individual; 49% Business); 32% Bookkeeping; 13% Payroll; 3% Consulting - Cash flow to owner before potentially duplicate...

$1,460,000

$1,460,000

Profitable CPA Practice for Sale in Cincinnati

Cincinnati, OH

Well-established, highly profitable CPA firm serving the Cincinnati, Ohio area is available for sale due to the owner's upcoming retirement. Up to 90% bank and seller financing available for qualified...

$831,674

$831,674

Cash Flow: $310,496

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue

Kent County, RI

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue Sellers Discretionary Earnings: ~$220,000 (58% of revenue) Practice Overview • Long established / great reputation • Growth potential •...

$450,000

$450,000

Cash Flow: $220,000

Pawn Shop Collateral Loan Business Gold Buying Jewelry

$799,000 - St. Louis County, MO

$799,000

St. Louis County, MO

SE of Pittsburgh CPA Practice For Sale

Westmoreland County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • REMOTE OPPORTUNITY with gross revenues for 2026 expected to be $560,000! • The service mix includes...

$665,000

$665,000

CPA & Tax Practice For Sale - Ft. Wayne Area

Allen County, IN

Grossing $457,239 | Bank & Seller Financing Available for Qualified Buyers This well-established tax and accounting practice has built a loyal, geographically diverse client base over nearly two...

$502,962

$502,962

Sal Miwa

Miwa Associates LLC

Serving Honolulu County, HI

With extensive experience in international business management and a strong personal network spanning both the United States and Japan, we are well positioned to support business owners and investors in achieving their strategic objectives. Beyond financial analysis, we bring practical, hands-on insight into how businesses operate, gained through managing and working with a wide range of companies across different industries. In addition to our domestic relationships, our cross-border connections enable us to unlock a broader range of opportunities, including access to qualified buyers, strategic partners, and potential investors. By combining operational understanding with an international network, we are able to provide comprehensive support tailored to each client’s goals.

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100% Virtual Tax Prep Company

Boulder County, CO

Here is a cohesive, highly engaging General Description summary for the top of your BizBuySell listing. It ties all the elements together—the tech, the unique fulfillment model, and the financial...

$11,000

$11,000

Cash Flow: $11,000

Torrance CPA Firm for Sale

Torrance, CA

CPA firm for sale in Torrance, California. This well-established South Bay CPA practice was founded around 2000 and has developed a strong local presence serving individuals, professional service...

$2,800,000

$2,800,000

Cash Flow: $962,221

Farmers and Brokerage Book of Business

Redding, CA

ESTABLISHED FARMERS INSURANCE AGENCY AND BROKERAGE - REDDING, CA This well-established Farmers Insurance franchise presents an exceptional opportunity in Redding's growing market. Operating...

$125,000

$125,000

Turnkey-Established Insurance Agency for Sale

Cloquet, MN

Established insurance agency offering a diverse portfolio of personal and commercial insurance products. The agency provides comprehensive coverage solutions, including: Homeowners Insurance Auto...

$165,000

$165,000

Sole proprietor PA/CPA on southern Oregon coast

North Bend, OR

Established Accounting & Tax Practice - North Bend, Oregon This well-established CPA practice has been serving the southern Oregon coast community since 1986, offering an exceptional opportunity for...

$125,000

$125,000

Cash Flow: $85,000

OK Panhandle-Texas County CPA Firm

Texas County, OK

This Texas County CPA seller is approaching retirement. The firm offers a nice mix of revenues with a large number of business clients! The firm is well established and well known in the area. The...

$350,000

$350,000

P&C Insurance Agency

Hillsborough County, FL

Established Property & Casualty Insurance Agency - Hillsborough County, FL This well-established P&C retail insurance agency presents an exceptional acquisition opportunity in the thriving...

$500,000

$500,000

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

Large Allstate Insurance Agency Now Available In Houston, TX

$4,000,000 - Harris County, TX

$4,000,000

Harris County, TX

Boise, ID Semi-Virtual CPA Practice for Sale

Boise, ID

This modern, semi-virtual CPA practice in Boise, ID generates approximately $471,000 in revenue to be sold. - Tax-focused practice serving business and individual clients. - Average business client...

$595,000

$595,000

Walnut Creek CA CPA Book of Business for Sale

Contra Costa County, CA

This is an excellent opportunity for an existing CPA or EA firm looking to expand through acquisition. • The owner is a CPA • This established book of business has been serving clients since 2011 •...

$250,000

$250,000

Farmers Insurance Agency Vietnamese speaking 1.4M

Arlington, TX

Established Farmers Insurance Agency in Arlington, TX, serving a diverse clientele with specialized focus on the Vietnamese-speaking community. This franchise operation has been successfully operating...

$350,000

$350,000

Central North Carolina Virtual Bookkeeping and Tax Practice For Sale

North Carolina

• VIRTUAL PRACTICE! • Owner selling tax and bookkeeping work. Willing to assist buyer as needed for retention purposes. • Revenues comprised of individual and business tax (71%) and...

$375,000

$375,000

High-Performing Tax & Accounting Business in Houston

Houston, TX

Business is a Two for One healthy, high performing Accounting and Tax practice serving upper tier main street and lower mid-market businesses. The operations exceed client expectations with...

$510,000

$510,000

Cash Flow: $220,439

Diamond Lakes Region CPA Firm

Arkansas

THE OPPORTUNITY Acquire a highly regarded, well-established CPA practice in Arkansas’s scenic Diamond Lakes region, boasting an exceptionally loyal clientele and an experienced, capable staff. This...

$1,090,000

$1,090,000

Lawrence, MA Area Virtual CPA Practice for Sale

Essex County, MA

This new virtual CPA practice for sale based in the Lawrence, MA area generates annual gross revenue of approximately $278,000. The modern, entirely remote firm derives most (72%) of its income from...

$395,000

$395,000

Big Bear Lake EA Firm for Sale

Big Bear Lake, CA

Established EA tax practice for sale in Big Bear Lake, California. This practice is well established and has served the local mountain community for decades. The Seller is now preparing for retirement...

$250,000

$250,000

Cash Flow: $121,868

Kennebec County Maine EA Practice for Sale

Kennebec County, ME

Established in 2010, this well-established EA practice offers an exceptional opportunity to acquire a high-volume tax and advisory firm with multiple revenue streams and strong cash flow. Practice...

$990,000

$990,000

Cash Flow: $390,000

Southern Sussex County, NJ CPA Practice for Sale

Sussex County, NJ

This well-established CPA practice is in Southern Sussex County, NJ (with a second office in Morris County) and has annual gross revenue of approximately $800,000. It has proudly served clients...

$975,000

$975,000

Cash Flow: $388,709

$1.1M EBITDA In-House Financing Auto Dealership

Minnesota

Minnesota

PASSIVE cash flow commercial lease investment opportunity!

Clark County, NV

Simple PASSIVE CASH FLOW! Own prime real estate master lease with 3 subtenants in top commercial area of Boulder City, NV! Current tenants have excellent payment history. 21% CAP Rate! Master lease in...

$440,000

$440,000

Cash Flow: $93,600

Income Tax Preapration firm for Sale

Jamaica, NY

Excellent location across the street from a major post office and a grammar school and a middle school Super high traffic location 500 people walk by daily. Low rent $1,661 per month...

$60,000

$60,000

Cash Flow: $120,000

Highly Profitable Tax Practice with Real Estate

Northeastern British Columbia, BC

An exceptional opportunity to acquire a highly profitable, nationally recognized tax franchise generating $1.3 million in annual revenue and normalized Seller's Discretionary Earnings of $470,000...

$1,499,000

$1,499,000

Cash Flow: $470,000

Albany, OR Tax Practice for Sale

Albany, OR

• The owner is an Oregon LTC • This practice was established in 1960 • Software in use includes Ultra Tax and QuickBooks • Approximately $320,000 in annual revenue, via bookkeeping (58 clients) •...

$950,000

$950,000

Cash Flow: $256,000

Highly Profitable NE Indiana CPA Tax Practice Grossing $300k

Indiana

Highly Profitable Northeast Indiana Tax Practice, Grossing $300,500 Turnkey tax-focused CPA practice with strong cash flow, minimal owner hours, and pre-qualified bank financing available for...

$36,060

$36,060

Chicago Metro Area Audit & Review Clientele For Sale

Lake County, IL

Turnkey audit and review practice available in the Chicago Metro Area, offering a built-in client base for a buyer looking to expand assurance service capacity. The seller is divesting this segment of...

$178,260

$178,260

Tenured $4.3M Allstate Agency – Staffed, Productive & Profitable

Mooresville, NC

Step into a highly profitable, masterfully run insurance agency boasting a $4.3M+ in premium and outstanding performance metrics. Achieving the prestigious PRO Agency Achievement Level, this business...

$650,000

$650,000

High Growth potential Farmers Insurance Agency for Sale

St. Clair County, IL

Elite Farmers Insurance Agency for Sale – Illinois Own an Established Agency with $3 Million in Premium and Elite District Support Take advantage of an outstanding opportunity to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $285,000

Gina Chapman

Transworld Business Advisors - RVA

Serving Richmond City County, VA

* Transworld is the largest Business Brokerage franchise in the United States * Established for over 40 years * Maintains an inventory of at least 2,000+ current and exclusive business listings * Network of over 600+ Transworld Brokers * Offices located throughout the continental United States WHY SHOULD I USE TRANSWORLD? - We keep the sale confidential! - We have thousands of buyers! - We create competition for your business. - We have a huge internal marketplace for business sales. - We establish the right selling price. - We utilize a worldwide network to advertise your business. - We spend more money on advertising than anyone in our industry. - Let TRANSWORLD do the work for you. - We'll maximize the selling price of your business. - Our goal is always to obtain the best deal for each client. TRANSWORLD specializes in selling businesses. We focus on your specific industry to find the right buyer. This means faster results for you. Our staff is the most experienced in the industry. Many have owned businesses and can relate to your specific needs. Our service, dedication and drive is your guarantee that if you are prepared to sell your business, we are ready to sell it for you. Let us help you each step of the way

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Established Multi-Partner CPA Firm With Sophisticated Client Base

South Carolina

-Revenue stable in the $2.4M to $2.5M range annually, with 2026 collections tracking ahead of prior year pace -Tenured team with several members having been with the firm for over a decade -All new...

$3,900,000

$3,900,000

McDonough GA, Elite Allstate Agency for Sale!

Mcdonough, GA

Imagine walking into your own thriving Allstate agency in McDonough, Georgia - a community that's experiencing remarkable growth just south of Atlanta. This isn't just another insurance agency; it's...

$1,000,000

$1,000,000

Farmers Insurance Agency For Sale In Central, Texas

$100,000 - Austin, TX

$100,000

Austin, TX

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Beautiful Allstate Agency in Fresno County, established for 11 years

Fresno County, CA

This is an Allstate Agency that handles all types of insurance needs. It has a total of 4 Employees and they are licensed to sell new policies and take care of customer needs. It has been in business...

$735,000

$735,000

Allstate Agency In Orange County Licensed Staff Loss Ratio 34%

Huntington Beach, CA

Established Allstate Insurance Agency Operating Since 1995 This well-established Allstate insurance agency represents a premier opportunity to acquire a profitable operation in Orange County's...

$1,485,000

$1,485,000

Cash Flow: $580,000

Rochester/Fraser, MI CPA Practice for Sale

Fraser, MI

This profitable CPA Practice for sale in Rochester and Fraser, MI has annual gross revenues of approximately $1,024,000. Services are nicely mixed to provide year-round cash flow, with approximately...

$1,280,000

$1,280,000

Cash Flow: $514,200

Walled Lake, MI CPA Tax & Accounting Practice

Walled Lake, MI

This well-established CPA Tax & Accounting Practice for sale in Walled Lake, MI has annual gross revenues of approximately $125,000. The practice has built a strong reputation in the community and...

$125,000

$125,000

Cash Flow: $75,500

Arcadia, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1996 • Software in use includes Lacerte and QuickBooks • Approximately $3,000 in annual revenue, via bookkeeping (2 clients) • Approximately...

$295,000

$295,000

Cash Flow: $141,000

Austin, TX Tax & Accounting Firm For Sale - $840,000 Revenue

Austin, TX

Austin, Texas Tax and Accounting Practice For Sale - $840,000 Revenue - Northwest Texas Sellers Discretionary Earnings: $408,000 (47% of 2025 revenue) Highlights: • Average 1040 fee is over $1,500 •...

Not Disclosed

Not Disclosed

Cash Flow: $408,000

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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