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Financial Services Established Businesses For Sale

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Industry Info
Senior Medical Care Management & Fiduciary Services

Peoria, AZ

Impressive 26-year-old business provides quality and professional care management and fiduciary services in the community. Providing these services in the least restrictive environment and maximizing...

$700,000

$700,000

Cash Flow: $224,908

South Hills - Pittsburgh Area CPA For Sale

Washington County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $360,000! • Service mix is an even balance between tax and...

$430,000

$430,000

Established ELITE Allstate Agency in the Long Island Market

Suffolk County, NY

Located in the highly desirable Long Island market, this Elite agency presents an outstanding opportunity for a buyer seeking a strong, established operation with long-term stability and growth...

$1,200,000

$1,200,000

Allstate Agency Southeast of Cleveland, Ohio

Maple Heights, OH

Located in a growing community southeast of Cleveland, Ohio, this insurance agency presents an excellent opportunity for a buyer seeking an established book of business with strong recurring revenue...

$250,000

$250,000

Established Boutique Tax Preparation Business

Montgomery County, PA

Established boutique tax preparation client base available for acquisition with consistent annual revenue of approximately $25K–$28K and strong historical client retention. This opportunity is ideal...

$50,000

$50,000

Lower Westchester County CPA Practice For Sale

Westchester County, NY

• Seller retiring but would like to work for buyer in practice if needed. • Yearly practice revenue around $610,000! • Revenues comprised of individual and business tax (79%), accounting/bookkeeping...

$825,000

$825,000

West Des Moines, IA CPA Practice for Sale

West Des Moines, IA

This very well-established CPA firm is located in West Des Moines, Iowa and generates annual gross revenues of approximately $1,070,000. Having served the local community for more than 50 years, the...

$1,150,000

$1,150,000

Cash Flow: $330,970

Established Tax & Bookkeeping Service since 2000

Accomack County, VA

Established Tax & Bookkeeping Service - Turnkey Operation Since 2000 This well-established accounting and tax practice has been serving clients on Virginia's Eastern Shore for over two decades,...

$200,000

$200,000

Cash Flow: $35,785

Charleston, WV Area CPA Practice for Sale

West Virginia

This well-established, long-standing CPA practice has been serving the Charleston Area for nearly 40 years, providing high-quality tax, accounting, and bookkeeping services with a strong emphasis on...

$720,000

$720,000

Cash Flow: $282,440

Amazing San Antonio, TX 84 ATM Route - $315,000

San Antonio, TX

This high-performing ATM portfolio is listed for $315,000.00 consists of 98 well-placed ATMs in San Antonio, TX and surrounding areas. Processing Only Income (69 ATMs) - Net Profit of $2,216 / mo...

$315,000

$315,000

Cash Flow: $73,555

Farmers Insurance Agency - $150K Income - Vietnamese

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

$230,000

Farmers Insurance Agency – $170K Income – Mandarin/Cantonese

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000

$265,000

Outstanding Allstate Agency / Orange Cty, CA. Excellent Agency 21 yrs

Anaheim, CA

Imagine yourself stepping into a thriving Allstate insurance agency that's been serving Orange County for over two decades. You'll find a business where pride of ownership truly shines through every...

$1,275,000

$1,275,000

Cash Flow: $540,000

Farmers Insurance Agency For Sale In Central, Texas

$100,000 - Austin, TX

$100,000

Austin, TX

Check Cashing Sister Companies in Miami

Miami, FL

This offering represents the acquisition of two established check cashing and financial services companies operating in Miami-Dade County, Florida, under unified ownership since 2003. The combined...

$2,800,000

$2,800,000

Cash Flow: $986,759

Allstate Agency in the Austin, Texas Hill Country

Travis County, TX

Located in the highly desirable Austin, Texas Hill Country market, this insurance agency presents an excellent opportunity for a buyer seeking a strong foothold in one of the fastest-growing regions...

$300,000

$300,000

Scott Kranz

First Choice Business Brokers

Serving Minnehaha County, SD

First Choice Business Brokers is one of the largest business sales organizations and has reached over $8 billion dollars of business transactions. We are the premier business brokerage in the industry for buyers and sellers. We list businesses on several national websites as well as micro sites, and work diligently to secure the most value for a business.

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Established Allstate Agency in Northern Virginia

Fauquier County, VA

Located in the highly desirable Northern Virginia market, this established insurance agency offers a strong foundation with $2.49M in written premium, 1,236 policies in force, and consistent recurring...

$399,000

$399,000

Established Tax Prep Business | High Repeat Client Base

Las Vegas, NV

This well-established, solo-operated income tax preparation business has been serving the Las Vegas community for over 40 years, earning a strong reputation for accuracy, trust, and personalized...

$65,000

$65,000

Cash Flow: $29,500

Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000

Palm Desert, CA

Transform your investment into predictable cash flow with this turnkey ATM portfolio delivering $68,000 in annual gross profit from just 4 strategically positioned machines in the thriving Palm Desert...

$195,000

$195,000

Cash Flow: $68,006

Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000

San Francisco, CA

Transform your investment into a proven cash-generating powerhouse with this established 225-ATM portfolio delivering $1,292,000 in annual cash flow across the thriving San Francisco market. You'll...

$3,259,000

$3,259,000

Cash Flow: $1,292,023

Established Insurance & Financial Services Agency

Stearns County, MN

*Established niche focus within a professional client segment *Strong recurring revenue model with high client retention *Relationship-driven business with consistent referral activity *Diversified...

$594,000

$594,000

Cash Flow: $170,397

Profitable Tax Practice for Sale l Indianapolis Suburb | $639K

Indiana

Business Description: This well-established and very profitable tax practice located in an Indianapolis suburb is now available for acquisition. The practice generated $639,280 in 2025 revenue across...

$703,208

$703,208

Cash Flow: $220,710

Hybrid Audit & Assurance Firm with PEO niche

Michigan

-Established specialty audit niche built entirely through word-of-mouth with a deliberately selective client strategy -Revenue grown 53% over two years, with a 2026 projection of approximately $1.8M...

$2,500,000

$2,500,000

Farmers Residential and Commercial Insurance Agency

York, PA

Full line residential and commercial insurance agency in central Pennsylvania with 1.3 million dollars in current policies with a commission flow of $125,000. The inventory is included in the asking...

$89,000

$89,000

Cash Flow: $80,000

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

$2,850,000 - Summerville, SC

$2,850,000

Summerville, SC

Profitable and well-established virtual tax and accounting practice

Naples, FL

Listing FL0914 Practice details: CPA owner seeking buyer for a very profitable and well-established virtual tax and accounting practice. The practice has been in business for over 30 years with...

$335,000

$335,000

Cash Flow: $257,687

Well-Established CPA Practice - Northern Indiana

Indiana

Business Overview This is a rare opportunity to acquire a well-established, full-service CPA practice in Northern Indiana with a proven track record and a loyal, long-standing client base. With 2025...

$592,507

$592,507

Billings, MT CPA Practice for Sale

Billings, MT

This well-established, full-service practice for sale in Billings, Montana caters to a high-quality client base that includes many businesses, business owners, and other professionals. It boasts a...

$397,000

$397,000

Phelps County CPA Practice For Sale

Phelps County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $495,000! • Service makeup consists of accounting (53%), tax...

$565,000

$565,000

100% Virtual SEC Accounting Practice | No Tax or Audit

Texas

Virtual GAAP & SEC Accounting Practice | 10-K / 10-Q Filing Preparation This fully virtual firm is not a CPA firm but is an accounting firm in the truest sense. The firm does not prepare tax returns...

$490,000

$490,000

Cash Flow: $160,000

Virtual Roseville, California CPA Practice for Sale

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

$1,750,000

Cash Flow: $594,000

HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

$499,999

Cash Flow: $1,545,000

Turnkey CPA Practice – Northwest Indiana | $435K Revenue

Indiana

Business Description: This well-established and highly regarded CPA practice located in Northwest Indiana is now available for acquisition. The practice projects $435,550 in 2026 revenue, diversified...

Not Disclosed

Not Disclosed

Cash Flow: $197,594

Boulder County CO CPA Practice for Sale

Boulder County, CO

- Well established, two-partner practice serving individuals and businesses - 99% Tax Compliance, Planning, and Consulting (47% Individual; 47% Business; 6% Fiduciary); 1% Bookkeeping - Cashflow to...

$875,000

$875,000

Long Island CPA Practice For Sale

New York

• Seller retiring but willing to assist buyer to ensure a smooth transition and strong client retention. Yearly practice revenue around $195,000. • Revenues comprised of individual and business tax...

$295,000

$295,000

Farmers Insurance Agency For Sale In Austin, Texas

$365,000 - Austin, TX

$365,000

Austin, TX

Established Success: A Rare Opportunity For a Tenured Allstate Agency

Queen Anne's County, MD

This tenured agency combines massive scale with superb performance metrics, making it one of the most attractive books on the market today. The Numbers at a Glance: Total Premium: $6,611,100 2025...

$1,320,000

$1,320,000

Turnkey Independent Agency | Medicare Focused

Cook County, IL

Established in 2015, this independent insurance agency provides comprehensive health and Medicare insurance solutions across the Chicagoland area. Operated solely by the owner-agent, the business has...

$350,000

$350,000

Cash Flow: $94,888

Incredible NJ 48 ATM Processing Route - $265,000

Jersey City, NJ

Transform your investment into a lucrative passive income stream with this exceptional 48-ATM processing portfolio generating $64,807 annually in net profit. You'll enjoy hands-off ownership while...

$265,000

$265,000

EBITDA: $64,807

South Coast, MA Area CPA Practice for Sale

Bristol County, MA

• Consistent growth since inception spurred by several successful acquisitions • Revenues up around 45% since just 2023 • Desirable client base ripe with opportunities for expanding services •...

$660,000

$660,000

Highly Profitable CPA Practice - NW Indiana Grossing $800k

Indiana

Business Description: This well-established, highly profitable CPA practice located in Northwest Indiana is now available for acquisition. The practice generated $800,039 in 2025 revenue, with a...

Not Disclosed

Not Disclosed

Cash Flow: $278,223

Highly profitable 13 ATM Michigan Route $90,000 Cash Flow - $300,000

Grand Rapids, MI

Michigan ATM Route - ATM business for sale $300,000 Easy to operate ATM portfolio of 13 ATMs in Michigan. The portfolio has averaged $7,500.00 in monthly Gross Profit in the last 6 months. 13 ATMs...

$300,000

$300,000

Cash Flow: $90,000

Amazing Hands Off 73 ATM NYC Portfolio - $438,000

New York, NY

New York, NY ATM Route. ATM portfolio for sale $438,000! This great hands-off ATM portfolio of 73 ATMs in New York City, NY and the surrounding areas. The portfolio had Monthly Gross Profit Income of...

$438,000

$438,000

Cash Flow: $190,603

Amazing Cape Cod 29 ATM Processing Only Route - $139,000

Provincetown, MA

Cape Cod, MA ATM Route ATM Processing business for sale $139,000 for 29 ATMs The easy to operate ATM portfolio of 29 machines is in Cape Cod, MA. With its seasonal nature and operational setup enables...

$139,000

$139,000

EBITDA: $28,224

Michael Perry

Renaissance Realty

Serving Pinellas County, FL

We are a full-service hospitality development and management company offering complete end-to-end solutions for small and mid-sized hospitality operators. Our expertise spans architectural design to final execution, delivering all services necessary to develop, improve, and efficiently operate hospitality venues across Florida.

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Amazing Philadelphia 168 ATM Portfolio - $1,750,000

Philadelphia, PA

This amazing Philadelphia route has 168 ATMs in retail and other high-traffic locations such as convenience stores, gas stations, grocery stores, and specialty markets. The Seller provides the...

$1,750,000

$1,750,000

Cash Flow: $592,429

Incredible Professionally Operated 604 ATM NC Portfolio - $3,495,000

Charlotte, NC

This professionally run ATM portfolio has a total of 604 ATMs in Charlotte, NC and the surrounding areas, with some Branded ATMs located out of state. The portfolio has Mixed Income (Net and GP) of...

$3,495,000

$3,495,000

Cash Flow: $1,091,400

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

$192,000 - Tampa, FL

$192,000

Tampa, FL

Amazing Chicago ATM Processing Route $74k Net - $315,000

Abbott Park, IL

Chicago, IL - ATM Processing Route - Turnkey ATM portfolio for sale $315,000! This great hands-off ATM portfolio of 115 Processing Only ATMs based out of Chicago with locations in different parts of...

$315,000

$315,000

EBITDA: $73,865

Fast-Growing Advisory-Focused CPA Firm for Sale in Raleigh

North Carolina

-Revenue grown 32% over two years, reaching approximately $1M in 2025 with a 2026 projection of $1.1M -Cash flow exceeding 43% in 2025 -Monthly business advisory clients driving recurring, predictable...

$1,300,000

$1,300,000

NE of Springfield CPA Practice For Sale

Missouri

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $850,000! • Service makeup consists of tax (73%), accounting...

$1,150,000

$1,150,000

Profitable Hampton Roads CPA Practice for Acquisition---VA2069

Hampton City County, VA

NEW Offering: Profitable Hampton Roads CPA Practice for Acquisition---VA2069 Opportunity: Great CPA practice for sale by CPA owner with experienced, talented staff Geographic Location: Hampton Roads...

$2,200,000

$2,200,000

Cash Flow: $1,300,000

Well-Established Triad CPA Firm with Strong Real Estate Niche

North Carolina

-Established commercial real estate niche driving consistent, organic growth -Revenue grown year-over-year, reaching approximately $2.5M in 2025 -Annual fee increases of approximately 5% implemented...

$2,750,000

$2,750,000

Beautiful and Profitable Captive Insurance Agency fully Staffed

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

$1,600,000

Cash Flow: $640,000

Western SC CPA Practice For Sale

South Carolina

• Owner retiring but will be available to assist buyer with transition. • Practice revenues estimated to be around $136,000 for 2026. • Revenues comprised of individual and business tax (68%), monthly...

$150,000

$150,000

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 Analyzed388
Asking Price$525,000
Reported Revenue$460,000
Reported Seller's Discretionary Earnings$210,100
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$268,750$525,000$988,500

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$240,000$124,247
Median$460,000$210,100
Upper Quartile$840,000$367,400

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 Quartile1.041.89
Median1.242.51
Upper Quartile1.633.38

FAQ's

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

The median asking price for an established Financial Service Business is $525,000, though prices range from under $268,750 to well over $988,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $460,000 and owners earn a median of $210,100, 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 1.04 to 1.63, with a median of 1.24. Earning multiples range from 1.89 to 3.38, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.24 times its annual revenue, and 2.51 times its annual owner earnings.

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