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Financial Services Businesses For Sale

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Northeast San Antonio Area Allstate Agency

Schertz, TX

Located in the rapidly growing Northeast San Antonio market, this established Allstate agency has served the community from the same location for more than 30 years, building lasting customer...

$499,000

$499,000

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

Large Allstate Insurance Agency Now Available In Houston, TX

$4,000,000 - Harris County, TX

$4,000,000

Harris County, TX

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

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

Eduardo Alarcon, MBA, CM&AA, ASBB

Sunbride M&A

Serving Miami-Dade County, FL

SunBridge M&A Advisors is a boutique mergers & acquisitions advisory and business brokerage firm led by Eduardo Alarcon, MBA, CM&AA. Based in Miami, we specialize in confidentially selling lower middle-market companies throughout Florida and beyond. Our team brings decades of combined experience and has successfully closed over $450 million in transactions across industries like manufacturing, distribution, logistics, and professional services. At SunBridge, we provide end-to-end guidance to help business owners unlock maximum value for their companies. From accurate business valuation and strategic exit planning to targeted buyer outreach, thorough buyer qualification, and expert deal structuring and negotiation, we manage the entire sale process with discretion and diligence. Our selective, hands-on approach ensures each client receives personalized attention, and we are dedicated to achieving results that align with your goals and timeline. Whether you are re looking to sell your company, merge with a strategic partner, or explore growth through acquisitions, SunBridge M&A Advisors offers the expertise, network, and commitment to help you succeed. If you’re considering a sale, we provide the clarity, strategy, and execution to enable you to exit on your terms – maximizing value while minimizing risk.

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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

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

$1.1M EBITDA In-House Financing Auto Dealership

Minnesota

Minnesota

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

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

Farmers Insurance Agency For Sale In Central, Texas

$100,000 - Austin, TX

$100,000

Austin, TX

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

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

Jason Kullman

We Sell Restaurants

Serving Collin County, TX

We Sell Restaurants is the nation’s largest business broker franchise focused exclusively on the sale of restaurants. With 20 years of experience, we have helped buy, sell and lease more hospitality locations nationwide than any other brand. We Sell Restaurants has carved an unparalleled niche in the industry as the nation's leading and only business broker franchise focused on restaurants. Formed over two decades ago, We Sell Restaurants is a vibrant and innovative company that operates in 45 states nationwide and delivers on the founder's vision to Sell More Restaurants Than Anyone Else. PERIOD. Our team achieves that mission by sharing a common set of core values that include: We know that Every Day is Game Day and We Act Accordingly We Treat Each Other, Our Clients and Internal Clients by the Golden Rule We Act with Integrity and Only Make Agreements We Are Willing and Able to Keep We Are the Brand and are Passionate about Sales Results We Create a Customer Service Experience Worth Sharing With top-flight experience crafted over decades of selling restaurants, along with previous expertise working in small businesses and in senior leadership roles for a Big 5 Accounting firm and a major Fortune 100 company, We Sell Restaurants leadership has deep financial, branding and marketing experience in restaurants, and small and big business. This collective experience allowed them to take the fragmented brokerage market and build a specialized practice for selling only restaurants with a systemic approach never before seen in the industry. We Sell Restaurants has recruited an experienced leadership team with experience spanning decades in business brokerage, franchise sales and customer service and operations.

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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

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

Charleston ATM Portfolio: 250 Units | $814K Cash Flow | Vendor Loaded

$2,850,000 - Summerville, SC

$2,850,000

Summerville, SC

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

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

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 Analyzed389
Asking Price$530,000
Reported Revenue$452,000
Reported Seller's Discretionary Earnings$220,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$270,000$530,000$988,000

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$124,900
Median$452,000$220,000
Upper Quartile$840,000$368,547

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 $530,000, though prices range from under $270,000 to well over $988,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $452,000 and owners earn a median of $220,000, 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 1.05 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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