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Financial Services Established Businesses For Sale

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Industry Info
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

Fast Flexible Financing Company For Sale

Broomfield County, CO

This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...

$349,995

$349,995

Cash Flow: $205,779

Blue Ridge Mountain CPA Practice For Sale

North Carolina

• REDUCED ASKING PRICE! • 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...

$300,000

$300,000

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

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

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

-Cash flow exceeding 40% in 2025 -Higher-than-average fees across all service lines -Remote-capable operations with cloud-based systems -1,800 owner hours annually with flexible schedule ABOUT THIS...

$1,080,000

$1,080,000

Very Profitable Bakersfield, CA 27 ATM Route - $185,000

Bakersfield, CA

This great ATM portfolio in the Bakersfield CA area for $185,000 has well-placed ATMs in a close geographic footprint. This is a very simple business to learn, operate and grow! $74,000 cash flow...

$185,000

$185,000

Cash Flow: $74,188

High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

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

30 Year Tax Practice- Lacerte - Turnkey & Profitable - Asking $539,000

$539,000 - Phoenix, AZ

$539,000

Phoenix, AZ

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

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

Amanda Kohler

First Choice Business Brokers

Serving Douglas County, NE

I'm the owner and principal broker for the First Choice office in Omaha. First Choice Business Brokers has become one of the largest organizations in the U.S. specializing in business sales. Since 1994, we have listed and managed over $8 billion in business sales. You deserve experienced, licensed professionals who specialize in business sales. We are large enough to offer buyers the greatest selection of businesses available, yet small enough to give sellers individual attention. If you are a business owner thinking about selling or you are looking to buy a business, I'd be happy to talk to you about the process. I think what really sets First Choice apart is our honest and systematic approach to get your business sold.

Contact Me >

Contact me
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...

$127,000

$127,000

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

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

Accounting practice affluent NW suburb of Chicago, Semi-Absentee

Cook County, IL

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

Not Disclosed

Not Disclosed

Cash Flow: $515,000

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

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

275 Unit New Orleans ATM Route | $500K Cash Flow | Third-Party Loaded

$1,400,000 - New Orleans, LA

$1,400,000

New Orleans, LA

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...

$279,000

$279,000

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

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

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

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

High Retention Relocatable Personal Lines Agency

$225,000 - Castro Valley, CA

$225,000

Castro Valley, CA

Doug Runyon

District 79-06

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

Individual Tax Practice for Sale – Eastern Houston Suburb, TX

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

$163,000

Boise, ID CPA Tax & Accounting Practice

Boise, ID

This well-established CPA Tax and Accounting Practice for sale in Boise, ID has annual gross revenues of approximately $1,303,000. The firm has a quality client base that includes a good amount of...

$1,315,000

$1,315,000

Cash Flow: $491,970

Blount County Virtual Tennessee CPA Practice

Alcoa, TN

• The owner is a CPA • This practice was established in 1987 • 1% of clients meet with the seller and staff • Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual...

$600,000

$600,000

Cash Flow: $250,000

CPA Practice - Hernando County Florida - $365K Revenue

Hernando County, FL

Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA practice in Hernando County, FL. The owner wishes to...

Not Disclosed

Not Disclosed

Cash Flow: $238,948

Virtual CPA Practice Orlando FL – Tax and Bookkeeping $700K+ Revenue

Florida

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Virtual CPA Practice For Sale – Orlando Florida – $700K+ Revenue – Tax and Bookkeeping Overview ABA Advisors represents this CPA firm located in the...

Not Disclosed

Not Disclosed

Cash Flow: $400,000

Group Health Insurance Agency/Book for Sale -CA

Banning, CA

Established in 1989, this owner operator group health insurance agency serves groups and self-employed professionals. The 2025 financials indicate $130,804 in commissions. The agency’s book of...

$390,000

$390,000

Cash Flow: $124,247

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Agency Ownership Opportunity | $3M Book | $300K Revenue

Phoenix, AZ

Step into ownership with an established insurance agency featuring a $3M book of business and approximately $300K in annual revenue. Located in the high-growth Phoenix, Arizona market, this...

$450,000

$450,000

Established Business - Ready to Grow!

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $199,000 in dependable recurring revenue from renewals alone,...

$230,000

$230,000

Cash Flow: $80,000

Portsmouth, NH Allstate Agency for Sale

$1,800,000 - Portsmouth, NH

$1,800,000

Portsmouth, NH

Waco Area CPA Firm

Mclennan County, TX

The OPPORTUNITY We are pleased to announce a new opportunity for a CPA or EA to acquire an established practice in the Waco area. The seller is approaching retirement and is looking for a qualified...

$480,000

$480,000

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Century City, Los Angeles, CA. This is a complete sale of the firm; however, the Seller would like to continue working with the Buyer on a part-time basis (2–3 days per week) to...

$715,000

$715,000

Cash Flow: $448,819

Charlotte Tax Practice For Sale

Mecklenburg County, NC

• Seller retiring; willing to assist buyer with for first few months with client transition. • Yearly practice revenues around $200,000. • Revenues comprised of 100% individual and business tax. •...

$250,000

$250,000

Farmers Book For Sale

Las Vegas, NV

Established Farmers Insurance Agency For Sale - Las Vegas, NV This well-established Farmers Insurance franchise presents an exceptional opportunity for an entrepreneur seeking entry into the stable...

$315,000

$315,000

Cash Flow: $100,000

Rocklin (Placer County) California CPA Practice for Sale

Roseville, CA

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern...

$575,000

$575,000

Cash Flow: $251,000

Profitable Tax & Insurance Business For Sale – Miami

Miami, FL

Established and profitable tax, insurance, and business services office located in Miami, Florida. Operating for over 10 years with a loyal recurring client base and strong reputation in the...

$449,000

$449,000

Expense Reduction Business at Reduced Price

Houston, TX

We are the largest independent cost reduction consulting firm in North America. Our network of consulting offices serves as the outsourced expense reduction specialists for business clients from...

$60,000

$60,000

Cash Flow: $93,000

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$526,000
Reported Revenue$452,000
Reported Seller's Discretionary Earnings$216,334
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$270,000$526,000$985,000

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$216,334
Upper Quartile$835,576$363,913

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 Quartile1.653.39

FAQ's

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

The median asking price for an established Financial Service Business is $526,000, though prices range from under $270,000 to well over $985,000.

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 $216,334, 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 1.65, 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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