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Financial Services Established Businesses For Sale

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Tucson, AZ EA Practice for Sale

Pima County, AZ

This well-established Enrolled Agent practice has been serving clients since 1992 and offers a balanced mix of tax, bookkeeping, payroll, and consulting revenue. The owner is willing to assist for 1–2...

$515,000

$515,000

Cash Flow: $156,000

Matagorda County Tax and Accounting Practice For Sale

Texas

• UPDATED FINANCIALS are available in the buyer portal! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue came in higher than...

$375,000

$375,000

Columbia Tax and Bookkeeping Practice For Sale

Richland County, SC

• UPDATED INFORMATION • Seller retiring but willing to assist buyer with transitioning clients. • 2026 revenue of $140,000! • Revenues comprised of nearly 100% individual and business tax. • Office...

$160,000

$160,000

Well priced, Service First CPA Firm for Sale in Knoxville, TN

Tennessee

-Cash flow averaging 47% with both owners open to remaining post-sale, one for up to 4 to 5 years -Well-rounded service mix including tax, bookkeeping, audit, reviews, estate work, and payroll...

$900,000

$900,000

1,050 owner hours-Exceptional Denver CPA Firm With Over 50% Cash Flow!

Denver, CO

-Cash flow exceeding 50% with owner working approximately 1,050 hours annually -Loyal client base with many relationships spanning decades -Strong real estate niche serving high-net-worth...

$799,000

$799,000

Cash Flow: $350,000

Thriving tax firm in Canada for Sale with over 65% Cash Flow!

Saskatchewan

-Cash flow to owner exceeding 65%, among the strongest margins in the industry -Personal tax-focused practice with more than 30 years of community reputation and steady referral-driven growth -Revenue...

$1,100,000

$1,100,000

Westchester County CPA Practice for Sale

Westchester County, NY

• Seller retiring - available for transition assistance as needed. • Estimated revenues of $1,250,000 for 2024! • Revenues comprised of Tax (53%) Accounting and Write-Up (33%) and Other Services...

$1,385,000

$1,385,000

Mountain Home Idaho CPA Practice for Sale

Idaho

This well-established and steadily growing CPA practice for sale in Mountain Home, Idaho has been providing high-quality tax and accounting services to businesses and individuals throughout the area...

$375,000

$375,000

**SALE PENDING** -- Denver Tech Center CO CPA Practice for Sale

Colorado

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns - 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping -...

$1,270,000

$1,270,000

Akron Sales Management & Portfolio Company

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

$189,000

Canton Area Sales & Marketing Business Development Company

Canton, OH

Pursue freedom and independence in your career track. Become an owner as a franchise member in the world's largest group of its kind. Benefit from the leading brand name in the industry. The owner has...

$179,000

$179,000

Local Income Tax Service for Sale

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

$360,000

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2026 gross revenues expected to be consistent around $200,000! • The service mix includes tax (85%),...

$240,000

$240,000

NW Little Rock Metro Area

Arkansas

THE OPPORTUNITY An exceptional opportunity is available to acquire a nice CPA firm in the Northwest Little Rock metro area. The retiring seller has built a deeply loyal clientele backed by a talented,...

$750,000

$750,000

Profitable Direct Lending & Real Estate Investments Services

California

******* UNDER CONTRACT ******* Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Accounting Practice for Sale in Paramus, NJ

Paramus, NJ

Mix of small to medium sized businesses and individuals....

$350,000

$350,000

Cash Flow: $130,000

Stephen Cohen

IBA

Serving Multnomah County, OR

International Business Associates, commonly known as IBA, was established in 1975 by a group of experienced business brokerage professionals who believed that they could provide better customer service, market knowledge, transactional experience, and professional representation while maintaining confidentiality than was currently available to the Pacific Northwest. On this foundation, IBA has grown into the regional leader in business sale transactions involving privately held companies & family owned businesses. Our regional leadership is found in the number of “middle market” transactions successfully facilitated annually, but is also recognized in terms of knowledge & professionalism by the legal, accounting, banking, real estate, and entrepreneurial communities. The company is a full service firm offering professional valuation, marketing, negotiation, and transaction facilitation expertise to owners of privately held companies & family owned businesses. All of our associates have at least one real estate broker’s license enabling the joint representation of businesses & real estate, when appropriate. Our historical venues for transactional activity have been the Pacific Northwest states of Washington, Oregon, Alaska, and Idaho; however our reputation & representation has not been contained by those geographic boundaries with IBA professionals being hired on a consulting basis to negotiate and represent businesses in many other states including California, Colorado, Arizona, Illinois, Ohio, North Carolina, and Massachusetts. IBA is a strong supporter of the immigrant entrepreneur community. We have native speaking Spanish, Russian, Chinese, Indian (Punjabi and Hindi) and German business brokers on our bilingual transaction facilitation staff. Please contact our office if you would like additional information on IBA or if you would like to schedule a time to meet with an IBA professional.

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Growing Philadelphia Check Cashing Store- Prime Location!

Philadelphia County, PA

This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this year. In addition, the business has multiple other revenue...

$240,000

$240,000

Cash Flow: $89,082

Well Known Check Cashing Store- Highest Rated Franchise

Hudson County, NJ

This store is located in a highly populated New York City suburb with upside growth potential. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The...

$129,000

$129,000

Cash Flow: $71,690

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

$1,100,000

Cash Flow: $505,330

New Well Established Chicago, IL CPA Practice w/ staff Listing IL2425

Chicago, IL

Geographic Location: Chicago Here's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to...

$599,000

$599,000

Beloit/Janesville CPA Practice 67% Cash Flow Listing WI1129

Rock County, WI

Practice Details: Retiring CPA owner is seeking a qualified Buyer for this very profitable tax and accounting practice. In business over 20 years a loyal and well-established client base. Great Cash...

$400,000

$400,000

Cash Flow: $267,000

CPA Firm for sale

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000

$125,000

CPA Firm in McHenry County Illinois For Sale LIsting IL2422

McHenry County, IL

A highly respected local CPA in McHenry County, Illinois, is looking for a qualified individual or firm to take over their thriving practice as they begin a well-deserved transition into retirement....

Not Disclosed

Not Disclosed

Cash Flow: $350,000

20+ Years Tax, Accounting, Book Keeping Firm

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

$180,000

Cash Flow: $96,825

Successful Accounting Firm in Expansion, Miami and Orlando Territories

Miami-Dade County, FL

Successful accounting Firm in Miami, with more of 15 years in business, seeks 50% strategic passive partner for their next location in Florida. Great opportunity for E2 Visa investors. JP Global...

$250,000

$250,000

Clinton Twp, MI CPA Practice for Sale

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

$1,080,000

Cash Flow: $1,058,000

$1MM (Revenue) Soutwest WI – Accounting & Tax Firm For Sale

Wisconsin

$1MM (Revenue) Southwest, WI - Accounting And Tax Firm for Sale OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller...

Not Disclosed

Not Disclosed

Cash Flow: $419,347

Durham NC CPA Practice for Sale

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

$550,000

CPA Firm Looking for Merger Partners, SLC, UT

Salt Lake City, UT

Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....

Not Disclosed

Not Disclosed

EBITDA: $10,000,000

Brazoria County, TX CPA Firm for Sale

Brazoria County, TX

• UPDATED FINANCIALS are accessible in the buyer portal! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to be consistent around...

$285,000

$285,000

Profitable CPA Practice in Appleton WI Listing WI1127

Appleton, WI

Listing WI1127 Practice Details: Profitable, established CPA practice in Appleton Wisconsin Revenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%...

$219,000

$219,000

NW Wisconsin Tax and Accounting Practice For Sale Listing WI1128

Wisconsin

LISTING WI1128 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. In business over 20 years a loyal and well-established...

$1,400,000

$1,400,000

North Central Nebraska CPA Practice for Sale

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $195,000. The firm is proudly operated by the seller and...

$170,000

$170,000

Cash Flow: $117,930

Real Estate & Private Lending Opportunity

Iowa

This real estate and private lending opportunity has developed a proven system to identify lucrative deals with a steady and customizable deal flow pipeline. The business focuses on high-margin real...

$995,000

$995,000

Cash Flow: $711,099

Fruitland, ID CPA Practice for Sale

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

$345,000

Cash Flow: $225,720

Baltimore SMSA Based Accounting Practice For Sale

Bel Air, MD

Baltimore SMSA based accounting practice for sale. Specializing in tax preparation and business consulting. Serves over 1,200 "seasoned" clients. No auditing services offered. Annual sales averaged...

$1,900,000

$1,900,000

Cash Flow: $400,000

Accounting Practice For Sale in Walled Lake, MI

Walled Lake, MI

Projected 2025 Gross Income - $160,000 Accounting Clients 19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S 3 1065 2 Other Retirement minded CPA...

$160,000

$160,000

Southwest of Asheville NC CPA Practice for Sale

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

$575,000

NE of Pittsburgh PA CPA Firm for Sale

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • DISCOUNTED PRICING! 2026 gross revenues to be consistent around $110,000. • Service mix includes tax (86%)...

$115,000

$115,000

Cash Flow: $68,000

Northwest Oklahoma City OK CPA Practice for Sale

Oklahoma County, OK

• UPDATED INFORMATION NOW AVAILABLE!! • Owner looking to sell a portion of their practice and will be available for transitional help as agreed with buyer. • 2024 revenues arounf $1.1MM! • Service mix...

$1,125,000

$1,125,000

Profitable Accounting Practice-North Shore

Cook County, IL

Great practice with over 900 1040's, 500 1120's, and 200 miscellaneous returns. $$ Gross of almost $800,000 $$. Seller putting over $325,000 in pocket easily! One full time and one part-time staff...

$999,000

$999,000

Cash Flow: $350,000

Southwest Charlotte SC Metro Accounting and Tax Practice for Sale

South Carolina

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2023 gross revenues to be around $140,000! • Service mix includes tax (93%), accounting (6%), and other...

$185,000

$185,000

Cash Flow: $83,000

Ark-La-Tex CPA Firm

Texas

THE OPPORTUNITY Seize the opportunity to acquire a highly reputable CPA firm with deep roots in the Ark-La-Tex region. The current owners are preparing for retirement and are seeking a qualified CPA...

$1,200,000

$1,200,000

Jefferson County AR Accounting and Tax Practice

Pine Bluff, AR

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be around $45,000! • Service mix includes tax (92%) and accounting (8%). • Turn-key...

$55,000

$55,000

Carol Shin

Aria Business Advisors

Serving New York County, NY

We make business acquisition simple. Our experienced team of sell-side business brokers offers in-house valuation, legal, and consultation services for middle-market businesses. Aria is unique in that we provide a full suite of services in house that save our clients time and money up front. The Aria team brings decades of experience delivering results and closing high-ticket deals, and as experienced business owners ourselves, we know every business transaction is unique – let us do all the heavy lifting.

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Highly Profitable Idaho-based Gold and Silver Business

Idaho

Hedge your investment portfolio with a lucrative precious metals shop operating both in-person and online. In operation for many years, the establishment is built on excellent customer service and...

$3,800,000

$3,800,000

Southern Colorado CPA Practice For Sale

Colorado

- Single-owner CPA practice - 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll - Cash flow to owner is 39% of gross revenue - Significant opportunity for...

$325,000

$325,000

Growing E-Commerce W2/1099 Tax Compliance Business

This well-established company provides employers and financial institutions with the ability to prepare and file the full range of IRS information returns and annual wage reports documenting payments...

$5,000,000

$5,000,000

Cash Flow: $1,029,730

Norman, OK Area Tax and Accounting Practice for Sale

Norman, OK

• UPDATED FINANCIALS! • 2022 gross revenues of $270,000! • Service mix includes tax (58%) and accounting (42%). • Staff available if needed by the buyer after closing. • Very strong owner cash flow! •...

$290,000

$290,000

Cash Flow: $200,000

Very Profitable Life Insurance Settlement Business For Sale In Texas

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

$5,500,000

Cash Flow: $2,100,000

Commercial Brokerage - Established - Profitable - Home Based

Mesa, AZ

Commercial Brokerage Business For Sale. Consistent Profitability and Sales Revenues for more than a decade, 95% Home Based, easily relocatable, designed as a simpler profitable operation with low...

$78,000

$78,000

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 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.

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