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Financial Services Businesses For Sale

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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

Established CPA Practice in Philadelpha Metro Listing PA2630

Delaware County, PA

A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $97,000

Full-Service CPA Firm with Labor Union Niche!

New Jersey

This NJ based full-service certified public accounting and business advisory firm serves over 600+ active client relationships across individuals, labor unions, small businesses, trusts, estates, and...

$1,600,000

$1,600,000

Cash Flow: $533,435

CPA Accounting and Tax Practice Grossing $560k - Dayton Area

Montgomery County, OH

Turnkey CPA Practice For Sale, Dayton Area Grossing $560,000 | Up to 90% Bank & Seller Financing Available This well-established CPA practice offers a strong, diversified mix of personal and business...

$616,000

$616,000

Accounting Practice for Sale in Utah County, UT

Utah County, UT

General description of clientele: Services focus on Bookkeeping, Payroll, Sales Tax, and Income tax. 18 FT staff. 7 PT staff. Complete NDA...

$5,250,000

$5,250,000

EBITDA: $868,000

Montérégie -Ouest (QC) - Cabinet de CPA à Vendre

Montérégie Ouest, QC

- Excellente occasion d’acquérir un cabinet CPA bien établi depuis 1999, générant des revenus annuels d’environ 650 000 $ (année fiscale 2025). - Situé en Montérégie-Ouest, à moins de 20 minutes de...

$780,000

$780,000

Cash Flow: $416,348

Edmonton, AB CPA, Tax and Bookkeeping Practice for Sale

Alberta

Alan Liverman is pleased to introduce: Established in 1991, this well established CPA practice of 35 years enjoys many long-term relationships with its loyal client base and offers a comprehensive...

$599,000

$599,000

Cash Flow: $275,000

Non-Profit Audit Review Book - New Jersey 500K Revenue

New Jersey

Non-Profit Audit Review Book for sale in New Jersey 50% Remote Nonprofit Audit Book of Business ($500,00 Revenue) – in Central NJ is presented by ABA Advisors LLC - Accounting Firm Business Brokers....

Not Disclosed

Not Disclosed

Cash Flow: $240,707

NE of Kansas City Tax & Accounting Practice For Sale

Missouri

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $160,000! • Personalized and professional service of...

$190,000

$190,000

$3M Massachusetts CPA Firm

Massachusetts

Well-established Massachusetts CPA practice with approximately $3.3 million in 2025 gross billings. The firm offers a tax compliance and preparation, client accounting/write-up services, and attest...

$3,840,000

$3,840,000

Cash Flow: $1,044,240

5 Check Cashing Stores

Los Angeles County, CA

The Check Cashing Chain is a multi-location retail financial services company headquartered in Los Angeles, specializing in check cashing, domestic and international money transfers, bill payment...

$550,000

$550,000

Carlsbad CPA Firm for Sale

Carlsbad, CA

Established CPA firm with a book of tax clients for sale in Carlsbad, California. The practice is operated primarily from a home office, with a local Carlsbad workshare office used for client...

$155,000

$155,000

Laguna Hills CPA Firm for Sale

Laguna Hills, CA

Established CPA firm for sale in Laguna Hills, California. This practice is operated by a CPA who established the firm in 1990 and is now preparing for retirement. The sale is structured as a partial...

$210,000

$210,000

Cash Flow: $122,165

Myrtle Beach ATM Portfolio: 250 Units | $814K Cash Flow

$2,850,000 - Myrtle Beach, SC

$2,850,000

Myrtle Beach, SC

Relationship-driven CPA Firm In North Carolina With 40%+ Cah Flow

North Carolina

-Cash flow to owner exceeding 40% with stable, consistent revenue year over year -Well-rounded service mix including tax, estate and trust work, audits, and bookkeeping -All new clients sourced...

$700,000

$700,000

Warren County CPA Practice For Sale

Missouri

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $700,000! • Services include tax (74%), accounting (17%), and...

$750,000

$750,000

Tony Pompeo

Sunbelt Business Brokers MA|NH|RI

Serving Suffolk County, MA

Sunbelt Business Brokers advises business owners on the process of confidentially selling their business or acquiring another business. We match sellers with the right qualified buyers and surround them with high level legal and financial advisors to guide the transaction.

Contact Me >

Contact me
Prominent Check Cashing/Dollar Store in Downtown Phoenix

Phoenix, AZ

Established check cashing and dollar store located in Phoenix, AZ. Have been in business since 2006 with 0 down time. Easy to learn daily operations with minimum effort. Located in a rapidly...

$300,000

$300,000

Independent Insurance Agency for sale in Florida

Orlando, FL

Independent insurance agency for sale in Orlando, Florida. The business serves households and closely held businesses throughout Central Florida. Operating as an independent broker rather than a...

$2,400,000

$2,400,000

Well Established Insurance Agency in El Paso TX $1.3M - $1.4M

REAL ESTATE INCLUDED

El Paso County, TX

Established in 2006, this highly respected independent insurance agency has evolved into a full-service Field Marketing Organization (FMO) supporting approximately 200 independent agents across the...

$2,800,000

$2,800,000

Cash Flow: $429,515

REAL ESTATE INCLUDED

Fractional CFO & Tax firm - Tucson, AZ

Tucson, AZ

This is an opportunity to step into an established outsourced accounting and fractional CFO firm in Tucson, Arizona, built over a decade from a single client into roughly $700,000 of recurring...

$708,000

$708,000

Essex County, ON - Turnkey Retail Tax Practice

Ontario

Established retail-style tax practice operating under a recognizable franchise, available for acquisition in the Essex region of Ontario. The practice primarily focuses on personal income tax...

$590,000

$590,000

Cash Flow: $388,703

Central Indiana CPA Practice For Sale Grossing $79k

Indiana

$79,175 Gross Revenue | Outside Bank & Seller Financing Available for Qualified Buyers This well-established CPA practice has served individuals and small businesses throughout Central Indiana for...

$87,092

$87,092

Farmers Insurance Agency

Jackson County, OR

Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...

$307,000

$307,000

Southlake, TX Based Virtually Operated Audit & Tax Practice

Southlake, TX

This well-established, virtually operated CPA practice in Southlake, TX, has projected annual gross revenue of approximately $334,000. The firm serves a loyal, high-quality client base of...

$400,000

$400,000

Farmers Insurance Agency For Sale In Austin, Texas

$365,000 - Austin, TX

$365,000

Austin, TX

Missoula, MT EA Practice for Sale

Missoula, MT

This well-established tax practice for sale in Missoula, MT, generates approximately $107,000 in annual gross revenue. The practice is focused exclusively on tax services, with highly recurring...

$118,000

$118,000

Virtual Specialty Accounting Firm with 100% Recurring Revenue!

Mississippi

-100% monthly subscription billing, Average fees are around $40,000 -Owner cash flow projected to exceed $400,000 in 2026, with a trailing twelve-month trajectory well ahead of prior year -Owner works...

$2,500,000

$2,500,000

Craighead County CPA Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $198,000! • Service mix includes...

$215,000

$215,000

New London County, Connecticut CPA Practice for Sale

New London County, CT

Established CPA Practice with Strong Recurring Revenue Practice highlights include: • CPA-owned practice established in 1994 • 70% of clients meet with the seller and staff • Software in use includes...

$1,200,000

$1,200,000

Cash Flow: $378,000

New York Virtual Tax Practice (CPA Owned) For Sale

Westchester County, NY

• Fully VIRTUAL practice. No office space to take over. • Seller retiring but willing to work with buyer to transition clients. • Gross revenues of approximately $125,000 for 2026! • Revenues...

$170,000

$170,000

Massachusetts-Based Virtual EA Practice for Sale

Massachusetts

This new Massachusetts-based virtual EA practice for sale generates annual gross revenues of approximately $570,000! The cloud-based tax & bookkeeping firm has been purpose built for scalable remote...

$970,000

$970,000

Take the Next Step with This Thriving Bookkeeping Firm

Tulsa County, OK

GROWING BOOKKEEPING FIRM - TULSA COUNTY, OK Established in 2017, this growing bookkeeping practice generates $365,000 in annual revenue with consistent monthly recurring income and demonstrated growth...

$525,000

$525,000

Accounting and Tax Firm

Ballwin, MO

ESTABLISHED ACCOUNTING & TAX PRACTICE - SAINT LOUIS COUNTY, MO Looking for Enrolled Agent. Must be proficient all tax reporting. This well-established accounting and tax firm, operating successfully...

$160,000

$160,000

East of Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $200,000! • Personalized and professional service of...

$250,000

$250,000

Established tax business for sale, over 20 years in the area

Hudson, FL

tax business, over 20 years in the area...

$65,000

$65,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

$192,000 - Tampa, FL

$192,000

Tampa, FL

Oakhurst (Madera County) CA CPA Practice for Sale

Madera County, CA

This is an excellent acquisition opportunity for a CPA seeking a profitable practice in a growing area with recurring revenue and a stable client base. Practice Features: • The owner is a CPA • This...

$245,000

$245,000

Cash Flow: $115,000

North of KC CPA Firm

Missouri

THE OPPORTUNITY Seize the opportunity to acquire a well-established, fully paperless CPA practice with a good reputation. The retiring seller is seeking a qualified CPA buyer and is fully committed to...

$590,000

$590,000

Kansas City Tax & Accounting PracticeFor Sale

Jackson County, MO

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $753,000! • Services include tax (64%), accounting (35%), and...

$900,000

$900,000

Virtual CPA Firm Serving KY/OH/IN Clientele

This established virtual accounting and tax practice offers a turnkey opportunity for a buyer seeking a location-independent operation with minimal overhead. The practice serves a loyal, diverse...

$195,975

$195,975

Entity Rich, Semi-Virtual CPA Firm for Sale - Phoenix, Arizona

Phoenix, AZ

The firm derives seventy-seven percent of its revenue from business entities and has regular periodic accounting work as well to help keep cash flow in the green all year long. While the practice...

$420,000

$420,000

Cash Flow: $195,000

Established Allstate Insurance Agency for Sale – Strong Renewal Income

Montgomery County, PA

Business Overview Rare opportunity to acquire a well-established Allstate insurance agency serving clients throughout Pennsylvania. This turnkey business offers a strong foundation of recurring...

$1,250,000

$1,250,000

West of OKC CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer as need for successful transition. • Yearly gross revenues around $1,350,000! • Revenues comprised of individual and business tax (65%),...

$1,500,000

$1,500,000

Accounting Practice for Sale in Northern, Maryland

Cecil County, MD

Well-established accounting practice generating approximately $1.6M in annual revenue with a balanced mix of recurring bookkeeping and tax services. The firm serves 50 monthly bookkeeping/compilation...

$2,080,000

$2,080,000

Cash Flow: $400,000

Arthur Huang

Pinnacle Real Estate Group

Serving Los Angeles County, CA

Contact Me >

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Mobile, AL Tax & Bookkeeping Practice- Saved

Mobile County, AL

• The owners are CPAs • This practice was established in 1984 • 50% of clients meet with the seller and staff • Software in use includes QuickBooks, Proseries, MS Office • Approximately $55,000 in...

$675,000

$675,000

Cash Flow: $227,000

Family owned P&C agency. Great book.

Stuart, FL

A family illness has forced the sale of this great property and casualty book. This is a thriving 15-year property and casualty insurance agency that's been lovingly built by a dedicated family....

$399,000

$399,000

Cash Flow: $2,302,994

286-Unit ATM Portfolio | $590K Annual Cash Flow | Fully Vendor Loaded

$1,930,000 - Oakland, CA

$1,930,000

Oakland, CA

CPA Tax and Bookkeeping Practice for sale

Bakersfield, CA

Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...

$225,000

$225,000

Cash Flow: $57,040

Audit & Consulting Firm for Sale $3,500,000 Revenue – SW United States

Audit and Consulting Firm for Sale $3,500,000 Revenue – SW United States Overview ABA Advisors represents this audit and consulting firm with a national reputation for excellence in forensic...

Not Disclosed

Not Disclosed

Cash Flow: $1,711,569

Tulsa Area CPA Firm

Tulsa, OK

The OPPORTUNITY This is a premier opportunity to acquire a well-established CPA firm in the Tulsa area. Known for its strong local legacy and modernized operations, this practice offers a turnkey...

$2,600,000

$2,600,000

Southwest Fort Worth, TX CPA Practice for Sale

Fort Worth, TX

This well-established, profitable practice is desirably located in Southwest Fort Worth, TX and has annual gross revenue of approximately $432,000. It caters to a loyal client base composed largely of...

$518,000

$518,000

Cash Flow: $290,730

Insurance Book for Sale(Independent Agency)

Fullerton, CA

Independent agency located in Fullerton, California. Personal/commercial for small business. 10+ years of business and good retention....

$300,000

$300,000

Full Service Fiduciary Practice

Yavapai County, AZ

Well, established fiduciary service located in Northern Arizona. Business has been providing quality fiduciary services to Yavapai County since their founding in 1988. Their mission is to provide the...

$700,000

$700,000

Cash Flow: $233,772

Boston/South Eastern, MA Practice Clients for Sale

Massachusetts

This highly profitable practice with gross revenues of about 90K has remained successful and continued to grow over the years while maintaining a loyal and established client base. As the seller...

$132,000

$132,000

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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