All Locations

Financial Services Established Businesses For Sale

Showing 1,053 results sorted by
Industry Info
Virtual San Francisco Bay Area CA CPA Practice for sale

San Francisco County, CA

Highly Profitable Virtual CPA Practice with Balanced Service Mix This virtual, CPA-owned practice, established in 2012, presents an excellent acquisition opportunity with 2025 gross revenue of...

$1,200,000

$1,200,000

Cash Flow: $459,000

Ville de Québec, QC Cabinet de CPA-Audit à vendre

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax firm with a diversified corporate client base and strong recurring revenue stream. Services include taxation,...

$1,695,000

$1,695,000

Cash Flow: $630,000

Established Franchise Insurance Agency in South Miami-Dade

Miami-Dade County, FL

A long-established franchisee of a well-known regional insurance franchise located in Homestead, Florida. The agency specializes in personal and commercial auto insurance, writing over $4m in premiums...

$690,000

$690,000

Cash Flow: $210,100

Montréal (QC) Cabinet de CPA-Tenue de livres à vendre

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

$1,050,000

Cash Flow: $379,000

Well-Established Insurance Agency for Sale – Loyal Client Base!

Travis County, TX

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency...

$3,250,000

$3,250,000

Cash Flow: $802,948

Philadelphia Area (Bucks County) Tax and Accounting Practice

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$720,000

$720,000

Cash Flow: $498,000

NE Georgia Tax Practice For Sale

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2026 revenues are expected to settle at $85,000! • Tax practice focused on individual tax returns with a great...

$95,000

$95,000

Winston-Salem CPA Practice For Sale

Davidson County, NC

• UPDATED INFORMATION AVAILABLE! • Seller willing to transition clients to ensure smooth handoff. • 2026 revenues expected to remain around $175,000! • Revenues comprised of individual and business...

$225,000

$225,000

North of Oakland County, MI Tax & Accounting Practice for Sale

Michigan

This well-established yet growing Tax & Accounting Practice for sale located North of Oakland County, MI has annual gross revenues of approximately $295,000. The firm has been providing high-quality...

$306,000

$306,000

Prosperous CPA Company

North Dakota

A well-established accounting and advisory franchise located in North Dakota is now available for acquisition. This business has earned a strong reputation for delivering dependable,...

$800,000

$800,000

Cash Flow: $290,217

Sierra Vista AZ (Tucson area) CPA Tax & Accounting Practice

Cochise County, AZ

Flexible Terms and Sellers Guarantees Available • The owner is a CPA • This practice was established in 1980 • Seller willing to provide support and advise during transition for a year or two •...

$575,000

$575,000

Cash Flow: $191,000

Erie/Niagara County Tax and Accounting Practice For Sale

Niagara County, NY

• Seller retiring but willing to assist buyer as needed with transitioning of clients. • Practice revenues for 2025 projected around $440,000! • Year-round revenue consisting of individual and...

$530,000

$530,000

Vancouver CPA Practice for Sale specializing in the film & TV Industry

British Columbia

This is not a virtual practice. Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax,...

$730,000

$730,000

Cash Flow: $235,735

Farmers Insurance agency

$350,000 - Englewood, CO

$350,000

Englewood, CO

Allstate Agency in Dallas, Texas

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

$850,000

$ 1.25 Million Revenue NE Indianapolis, IN Accounting & Tax Practice

Indianapolis, IN

**SALE PENDING** This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong...

Not Disclosed

Not Disclosed

Cash Flow: $507,224

Contact me
Insurance Claims & Adjusting Company, High EBITDA, Reduced Price

North Carolina

Business: Incorporated in 2007, This Regional independent insurance adjusting and claims-handling firm specializes in property and casualty losses across the Southeast. Provides comprehensive field...

$2,500,000

$2,500,000

EBITDA: $604,478

Columbia, MD EA Tax Practice

Columbia, MD

The well-established practice EA Tax Practice for sale in Columbia, MD has annual gross revenues of approximately $261,000. The practice has built a strong reputation in the community serving a loyal...

$295,000

$295,000

NEW PRICE! Allstate Agency in Cedartown, GA

Cedartown, GA

This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...

$180,000

$180,000

Montgomery County Tax & Accounting Practice For Sale

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2026 gross revenues are estimated to be around $160,000! • Virtual Practice offers a mix of tax and...

$200,000

$200,000

Allstate Agency 35 years at Location Mega Agency

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

$3,411,333

Stock Trading Membership Co | 5 Revenue Sources | 50% Seller Financing

Tampa, FL

SellerForce® presents a prominent Trading Education and funding platform that has quickly become a leader in the Financial Education sector. For the past 15 years, the brand has become renowned for...

$125,000

$125,000

Cash Flow: $52,000

26 Year Allstate Agency Near Lexington SC

Lexington, SC

This established Allstate agency near Lexington, South Carolina was built entirely from scratch and showcases the strength of long-term, relationship-driven growth. With strong, consistent revenue and...

$800,000

$800,000

Licensed Mortgage Platform (NY/NJ/FL) – Turnkey Entry for Brokerage, W

Bergen County, NJ

This is a licensed mortgage platform and regulatory infrastructure opportunity, not a traditional cash-flow business acquisition. The value is in immediate access to an established mortgage licensing...

$125,000

$125,000

Florida Title Loan Company

$3,900,000 - Winter Park, FL

$3,900,000

Winter Park, FL

Roanoke Metro Area Bookkeeping and Tax Practice For Sale

Virginia

• Seller retiring but willing to assist buyer through initial tax season with transition. • Yearly practice revenues around $500,000! • Revenues comprised of individual and business tax (63%),...

$550,000

$550,000

Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff

Santa Clara County, CA

This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains...

$1,025,000

$1,025,000

Cash Flow: $452,000

Southeastern New Mexico CPA Practice for Sale

New Mexico

This well-established and steadily growing CPA practice is known for delivering high-quality, reliable service to a loyal and diverse client base. With strong profitability, balanced revenue streams,...

$2,200,000

$2,200,000

$500K (REVENUE) Central Wisconsin – CPA Practice for Sale

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Central Wisconsin. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Not Disclosed

Cash Flow: $441,793

33 YEAR Tax Preparation Business

Rensselaer County, NY

Are you looking to take over a well-established Accounting Tax Practice business in New York, United States? Look no further - we have an exciting opportunity for you! Founded in 1992, this thriving...

$175,000

$175,000

Cash Flow: $146,550

$2.36M Rev – Specialized RIA Staffing Platform

Dallas County, TX

This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking...

Not Disclosed

Not Disclosed

EBITDA: $375,000

Allstate Agency in Southern New Mexico

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

$650,000

Established Boutique CPA Firm with High-Net-Worth Client Focus

Florida

-Cash flow exceeding 50% on a lean, efficiently operated practice -Loyal, high-net-worth client base built entirely through referrals -Diverse industry mix including medical professionals, real estate...

$750,000

$750,000

High Desert CPA Firm for Sale

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

$415,000

Cash Flow: $181,306

Accounting Practice for Sale in Portland, Oregon

Portland, OR

Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate...

$781,000

$781,000

Cash Flow: $300,000

Farmers Insurance Agency for Sale

Albuquerque, NM

Albuquerque, NM

Accounting Practice for Sale in Houston, TX

Houston, TX

Client & Revenue Profile Accounting & Bookkeeping: Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000 Income Tax: Individuals: 360 | Avg Fee $1,200 | Total $432,000 Businesses: 82 | Avg Fee $3,000 |...

$1,200,000

$1,200,000

Cash Flow: $367,400

Virtual CAAS firm with 60% margin

Michigan

-Cash flow margins of 40-60% with owner working fewer than 400 hours annually -25%+ average annual growth driven by twice-yearly automatic fee increases and a value-billing model -Highly independent...

$3,300,000

$3,300,000

Southern California Firm Serving High-Net-Worth Clients

California

-Well-established real estate niche with a loyal, high-net-worth client base -Projected revenue of approximately $1.7M for 2025 -Personalized, high-touch service model with strong market presence...

$2,300,000

$2,300,000

Accounting Practice for Sale in Northbrook, IL

Northbrook, IL

Looking to sell/merge with a larger CPA firm/platform. No individual buyers please. Firm Established in 2010. Owner willing to stay on. 3 staff. Client Mix - Accounting 16 Monthly Clients - Avg Fee -...

$1,200,000

$1,200,000

Cash Flow: $520,000

NEW PRICE! Allstate Agency in Chapin, SC

Chapin, SC

This well-established, pro-level Allstate agency is located in one of South Carolina’s fastest growing areas, lending itself to fantastic growth potential. In addition to the $3.7M in earned premium,...

$850,000

$850,000

NW of Philadelphia CPA Practice For Sale

Pennsylvania

• Desire to transition ownership of firm to new CPA practice to facilitate current owner retirement. • Expected revenues for 2025 are $2,050,000! • A full service CPA practice that provides tax,...

$2,300,000

$2,300,000

Great Deal - DFW ATM Route - 24 ATMs $190,000

Fort Worth, TX

This great Dallas/Fort Worth based portfolio currently operates 24 ATMs machines around DFW. The portfolio in 2025 has averaged $7,100/mo in Mixed Profit. - The 14 Owned & Loaded ATMs are owned by the...

$190,000

$190,000

Cash Flow: $85,188

Insurance -Multi Locations For Sale

REAL ESTATE INCLUDED

San Antonio, TX

Established: 2013 Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees:...

$2,820,000

$2,820,000

REAL ESTATE INCLUDED

Kwang Chul

The W Group Commercial Real Estate

Serving Howard County, MD

The W Group Commercial Real Estate (WGC) was established in 1991 by Kwang Chul "KC" Whang, its founder and principal broker. WGC evolved over the years into a full service, cross-cultural, multi-lingual brokerage and business consulting firm that specializes in assisting small to medium size, family and minority-owned retail and service businesses operating around the nation's capital, with issues ranging from: tax and accounting, succession planning, asset acquisition and liquidation, asset management, human resource management, facilities management to product sourcing and marketing. For over two decades, WGC has consulted for and brokered a wide range of businesses: restaurants, liquor stores, dry cleaners, day care centers, electronics stores, print shops, martial arts schools, laundromats, hotels, convenience stores, supermarkets, fashion boutiques, mini storage, automotive businesses, among others, including independent, national and regional chains and franchises. Special areas of expertise include: retail commercial real estate and religious property real estate.

Contact Me >

Contact me
Bail Bond Business In Downtown Houston - Est 37 yrs

Houston, TX

Rare that an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$150,000

$150,000

Insurance and Accounting Firm with Book of Business | 20-Years

Dallas County, TX

This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The...

$440,000

$440,000

Cash Flow: $200,000

Established Farmers Insurance Agency for Sale

$525,000 - Marysville, CA

$525,000

Marysville, CA

Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre

Quebec

Type d’acheteur recherché : Individu ou cabinet non-CPA . Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une...

$895,000

$895,000

Cash Flow: $314,058

Established La Crosse County CPA Practice For Sale

La Crosse County, WI

Practice Details: Retiring owner are seeking a qualified Buyer for this profitable CPA practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended...

$200,000

$200,000

600k SDE Medical Billing company, Specialty Behavior Health Growing!

Ohio

well-established medical billing and management company based in Ohio. The company provides comprehensive billing, coding, and practice management solutions to healthcare providers. With nearly three...

$2,900,000

$2,900,000

Cash Flow: $600,000

York County CPA Practice For Sale

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $470,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

$515,000

Allstate Agency in Southern Texas

Texas

This highly successful, $6.97M, bonus earning, Elite-Level Allstate agency is ready for a new owner! This agency comes well-staffed and has a long standing customer base of close to 36 years. Great...

$1,900,000

$1,900,000

Highly Profitable Check Cashing and Food Market

Hillsborough County, NH

40+ Years in Business! Prime Location! Long-established Latin American grocery and convenience store in a downtown area. Owner with reliable staff in place; the current owner only manages finances and...

$825,000

$825,000

Cash Flow: $319,580

Central Arkansas Client List

Arkansas

AR1175: This central Arkansas client list (partial sale) could be a great start for someone looking to become their own boss or a nice addition to an existing firm. Practice includes a good number of...

$213,000

$213,000

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 Analyzed385
Asking Price$535,000
Reported Revenue$456,000
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
$275,000$535,000$990,000

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$244,588$125,992
Median$456,000$220,000
Upper Quartile$840,000$369,712

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 Quartile1.663.37

FAQ's

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

The median asking price for an established Financial Service Business is $535,000, though prices range from under $275,000 to well over $990,000.

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 $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 3.37, 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.

More for Business Owners

Create an Owner AccountSell Your BusinessFind a Business BrokerLearn About Selling a Business

More for Business Buyers

Create a Buyer AccountLearn About Buying BusinessesGet BizBuySell Edge