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Financial Services Established Businesses For Sale

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Industry Info
Virtual Bookkeeping and Accounting Firm

Florida

Well-established bookkeeping firm in Southwest Florida, with over 15 years in business and a strong nationwide presence. The company is 100% virtual, with a seasoned team in place—making it a true...

$1,500,000

$1,500,000

Cash Flow: $368,399

Accounting & Bookkeeping Services Business

Massachusetts

LISTING ID # 36331 This is one of the leading accounting and paralegal service providers in the area, offering full-charge accounting and bookkeeping services that allow business owners to focus on...

$200,000

$200,000

Cash Flow: $80,000

Established Tax and Bookkeeping Practice in Wilmington, NC

ESTABLISHED TAX AND BOOKKEEPING PRACTICE - WILMINGTON, NC This well-established accounting practice, operating since 1999, presents an exceptional opportunity for an experienced or new tax...

$265,000

$265,000

Cash Flow: $125,000

Midtown Atlanta Tax & Accounting Practice For Sale

Cobb County, GA

• Owner is looking for a career change and is available for transitioning as agreed with buyer. • 2025 gross revenues are estimated to be around $250,000! • Primarily a tax practice with some monthly...

$285,000

$285,000

West of OKC CPA Practice For Sale

Oklahoma

• Seller retiring, but willing to assist with client transition with buyer. • Revenues going forward to be around $190K due to discontinued audit work by seller. • Staff in place and seller believes...

$210,000

$210,000

Established Medicare & Group Benefits Firm

Deschutes County, OR

With decades of trusted service, this health insurance agency has carved out a strong niche in the Medicare and employer-sponsored benefits space. Its client portfolio has grown organically, driven...

$2,995,000

$2,995,000

Cash Flow: $565,000

Havre, MT CPA Practice

Havre, MT

This well-established CPA Tax & Accounting Practice for sale in Havre, MT has annual gross revenues of approximately $350,000. The practice caters to a loyal, long-term client base and has earned an...

$350,000

$350,000

San Diego CPA Firm for Sale

San Diego, CA

CPA firm for sale in the Scripps Ranch neighborhood of San Diego. This well-established firm sold roughly half of the firm in 2020 in order to reduce the Seller’s workload in anticipation of...

$175,000

$175,000

Cash Flow: $115,413

Well Established East TN Bookkeeping/Tax Prep Practice

Knoxville, TN

This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the...

$100,000

$100,000

Cash Flow: $52,067

25 Year Established CPA Business In Great Location For Sale

Bergen County, NJ

HS Listing ID-67612 Practice over 25 yrs old 60% personal returns.. 40% corporate returns Most clients have been with practice many years . Majority of clients from NY and NJ 95% of returns done...

$849,000

$849,000

Kawartha Lakes, ON, Compilation, Accounting and Tax Practice For Sale

Ontario

Practice for Sale – Established Tax and Accounting Firm We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid...

$535,000

$535,000

Hybrid CPA Firm with Growing Demand and Strong Cash Flow

Florida

-Cash flow exceeding $200,000 -Located in a fast-growing area -Wait list of new clients This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and...

$625,000

$625,000

Rural NW Missouri CPA Firm

Missouri

MO1168: This Rural NW Missouri CPA firm is well established and well known in the area. The firm offers a good fee structure, a nice mix of services and a good cash flow to the owners. The office...

$560,000

$560,000

Established Insurance Business For Sale

$695,000 - Raleigh, NC

$695,000

Raleigh, NC

Van Daughtry

Van Daughtry Consulting, LLC

Growing NJ NY Merchant Processing Portfolio - $3,599,000.00

Jersey City, NJ

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,599,000

$3,599,000

EBITDA: $720,000

Amazing NY Merchant Portfolio - $3,600,0000 for $725,000 Net Income

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

$3,600,000

Cash Flow: $725,000

Gil Tatarsky

First Choice Business Broker Hudson Valley

Serving Ulster County, NY

Established in 1994, First Choice Business Brokers has grown to become one of the largest organizations in the U.S. specializing in business sales. We have listed and managed the sale of thousands of businesses with deal value of over $ billion. Buyers and sellers alike can enjoy the accessibility and expertise of a national network of professional business brokers and the largest inventory of businesses available for sale and buyer network to make a deal. We have the experience, knowledge, and dedication you’re looking for when it comes to professional representation. Our knowledgeable professionals bring value to every transaction creating a near seamless transition of ownership between buyer and seller. Sellers - If your goal is to sell an existing business in the Hudson Valley NY area then First Choice Business Brokers is the only choice for you. From guidance in preparing your business for sale, expert market valuation with proven methods to a smooth transition of ownership to a buyer we will be with you every step of the way. As experienced business brokers, we know you've worked hard to achieve success. That's why you deserve experienced, licensed professionals who specialize in business sales – you need First Choice Business Brokers. We are large enough to offer Buyers the greatest selection of available businesses for sale, yet small enough to give Sellers individual attention. Buyers - If you are looking to purchase an existing business, we will walk you through the entire buying process and be with you every step of the way. From searching for the perfect business to a smooth transition of ownership from the seller to you, we go the extra mile for our clients which has earned us the much deserved reputation of unsurpassed service and professionalism with a personal touch. And with the largest national list of exclusive businesses for sale, we are confident we can help you find the business you're looking for. All First Choice Business Brokers have completed extensive training through FCU (First Choice University) and attend on-going continuing education making our Business Broker Professional among the most highly trained experts in the field of business evaluation, business sales, business marketing and buy/sell negotiations to satisfy both buyers and sellers alike. This is just one reason why we're The World’s Authority in Business Sales.

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$515,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Cash Flow: $155,232

Not Disclosed

Cash Flow: $155,232

$625K (Revenue) Broward County, Florida – CPA Practice for Sale

Broward County, FL

OVERVIEW ABA Advisors represents this CPA practice located in Broward County, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE...

Not Disclosed

Cash Flow: $312,339

Not Disclosed

Cash Flow: $312,339

Established Business - Ready to Grow!

Albuquerque, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $100,000 in dependable recurring revenue from renewals alone,...

$180,000

$180,000

Cash Flow: $40,000

CPA Practice for Sale – Perfect for Growth-Minded Professional

Bergen County, NJ

Opportunity for individual or small cpa firm to purchase a south bergen county practice. Practice has strong cash flow and loyal clientele. Work includes personal/business/sales tax returns, payroll...

$200,000

$200,000

Cash Flow: $135,000

Firmly established insurance agency in East Texas

Texas

Great opportunity in a growth rich area and at a great time, with a company that is focused on exponential growth in 2025-2026. That translates to aggressive pricing in the marketplace. This a "name...

$400,000

$400,000

Cash Flow: $150,000

NC/NY Virtual CPA Practice For Sale

New Hanover County, NC

• Buyer MUST HAVE cross-border tax knowledge regarding working with clients in Canada! • VIRTUAL practice with clients in both U.S. and Canada. • Seller retiring but willing to assist buyer with...

$560,000

$560,000

Bookkeeping and Accounting Business

Lee County, FL

Established Bookkeeping Firm for Sale • Over 160 Tax Preparation and 55 + incorporated businesses, 21 Payroll/Accounting (estimate) • All word-of-mouth referrals and repeat customers—no advertising,...

$250,000

$250,000

Cash Flow: $117,780

Trusted Accounting & Consulting Firm with 50+ Years of Experience

Travis County, TX

With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team...

$800,000

$800,000

Cash Flow: $234,944

297-ATM Empire Generates $570K+ Annually

$1,596,600 - Austin, TX

$1,596,600

Austin, TX

Southeast Nashville, Tennessee Accounting & Tax Practice for Sale

Nashville, TN

• Accounting and tax (Enrolled Agent) practice for sale in Nashville, southeast of downtown • Revenues are derived from accounting and payroll (approximately 38%, mostly monthly accounting) and tax...

$410,000

$410,000

Cash Flow: $200,000

Allstate Agency West of Cleveland, Ohio

North Ridgeville, OH

This long-standing agency west of Cleveland, Ohio, offers a well-established book of business with a proven track record. Serving clients since the early 1990s, the agency has consistently delivered...

$499,000

$499,000

Cash Flow: $169,600

NW Metro Tax & Accounting Firm – 500K+ Revenue

Minnesota

Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general...

$550,000

$550,000

Cash Flow: $207,232

South-Eastern Ontario Bookkeeping & Tax Practice for Sale

Ontario

This well-established accounting and tax practice generates annual revenues of approximately $278,000, offering buyers a solid mix of recurring business clients and a large, loyal tax base. Key...

$325,000

$325,000

Halifax, Nova Scotia, Tax and Small Bookkeeping Practice for Sale

Nova Scotia

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service. Key Highlights:...

$495,000

$495,000

Accounting client list

Saint Louis, MO

Accounting practice is selling a portion of their customer list to focus on their other core businesses....

$138,640

$138,640

Check Cashing Store

REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

$700,000

Cash Flow: $138,417

REAL ESTATE INCLUDED

Thriving Farmers Insurance Agency Turn-key Ready!

Glendale, AZ

Established Insurance Agency - Turn-Key Opportunity in Glendale, AZ This thriving insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking an established...

$275,000

$275,000

Tax Preparation practice. Established 26 years.

Sebastian, FL

Tax Preparation established 26 years. Majority individual returns with long established repeat clientele. The book of business is available or an option to lease the 8oo sq. ft office for $1000 month...

$149,000

$149,000

Cash Flow: $86,213

Local Tax Practice with some National and International scope.

Rhode Island

Tax practitioner with 30+ years of experience seeking applicants interested in acquiring or merging with a very successful and profitable tax practice. Owner's desire to continue practicing for...

$500,000

$500,000

Cash Flow: $250,000

Scalable Early Out & Patient Billing Company for Sale

$425,000 - Utah

$425,000

Utah

Tiffany Barnes

Business Brokers of Utah

Insurance Agency (Local & Independent)

Boston, MA

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$104,899

$104,899

Cash Flow: $93,250

Profitable Payment Processing Business w Strong Growth Potential

Cobb County, GA

This successful and established payment processing business offers a rare opportunity for buyers seeking a profitable venture in a booming industry. With an impressive $900 million in annual...

$5,400,000

$5,400,000

Cash Flow: $872,278

9 year old Successful Income Tax Preparation with over 60+ clients

Elgin, AZ

This is an 8 year old upstart business with a great reputation in the community. There is great potential for client growth as Sonoita is a sought after place to live. Present owner did not do a lot...

$49,000

$49,000

Cash Flow: $50,000

Framingham, MA CPA Tax Practice for Sale

Framingham, MA

- Highly curated client base and strong billing rates, high fees per return. - Individuals average over $1,600, businesses over $2,600, and estates/gifts/trusts nearly $3,000 per return! - Very...

$540,000

$540,000

Profitable, Long-Standing Financial & Accounting Practice

Broward County, FL

Well-established, bilingual (Spanish/English) Accounting, Financial, and Strategy Solution firm with over two decades of proven performance. Founded by a husband-and-wife team now ready to retire, the...

$1,000,000

$1,000,000

Cash Flow: $379,784

Western Slope Colorado CPA Practice for Sale

Colorado

- Single-owner CPA practice - 47% Tax Preparation (57% Individual; 41% Business; 2% Other); 43% Bookkeeping; & 10% Payroll - Cash flow to owner before potentially duplicate expenses is 62% - Practice...

Not Disclosed

Cash Flow: $159,000

Not Disclosed

Cash Flow: $159,000

Lenexa CPA Firm

Lenexa, KS

KS1117: The seller of this Lenexa CPA firm is seeking an experienced CPA buyer for the business. This firm is well established, well known in the area, and has experienced steady growth over the...

$635,000

$635,000

Profitable CPA Firm with Strong Recurring Revenue

Duval County, FL

Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and...

$3,300,000

$3,300,000

Cash Flow: $792,937

Shaunt Karaghossian

Regal Real Estate

Serving Los Angeles County, CA

Real Estate Sales, Leasing, & Consulting

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Thriving CPA Firm with Stellar Cash Flow!

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

$1,395,000

Northeast Dallas, TX Tax & Accounting Practice for Sale -TXN6111

Dallas County, TX

This long-established tax and accounting practice for sale in Northeast Dallas, TX has annual gross revenues of approximately $292,000. The practice is focused on tax services, with exceptionally high...

$320,000

$320,000

North Broward Well Established Accounting Firm For Sale.

$700,000 - Broward County, FL

$700,000

Broward County, FL

East of Memphis, Tennessee CPA Practice for Sale

Tennessee

• Quality CPA practice for sale east of Memphis, Tennessee • Revenue is comprised of accounting and payroll (approximately 50%), tax services for individuals and business / other entities (47%),...

$550,000

$550,000

Cash Flow: $360,000

Profitable, Established Tax Prep Franchise in Growing NC Market

North Carolina

Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...

$539,000

$539,000

Cash Flow: $175,566

South Central Kansas CPA Firm

Kansas

KS1116: The sellers of this CPA firm located in the central part of southern Kansas are seeking a CPA buyer for the firm. Well-established and well-known in the area, the firm has a good fee structure...

$500,000

$500,000

Gurnee, Illinois CPA Practice for Sale

Gurnee, IL

This well-established CPA firm in Northern Chicago has built a strong reputation for responsiveness, fair pricing, and high ethical standards, resulting in loyal clients, long-standing relationships,...

$385,000

$385,000

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

$1,100,000

Growing Central Kentucky CPA Practice

Kentucky

Single-Location Practice – Systems Ready for Seamless Transition History of rising recurring income. Loyal clients. This tax & accounting firm is a rare find — with increasing margins, streamlined...

$978,500

$978,500

Cash Flow: $180,000

Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years

Carson, CA

This is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

$640,000

Cash Flow: $318,000

Buy a Financial Services Business

Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.

Some of the most popular categories of financial services businesses include:

  

Market Overview

Number of Business Listings Analyzed   936
Median Asking Price   $500,000
Median Reported Revenue   $430,000
Median Reported Earnings   $210,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

  

Financial Services Business Valuation Multiples

Range Revenue Earnings (SDE)
Lower Quartile   1.02 1.81
Median   1.18 2.36
Upper Quartile   1.46 3.13
Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price.

  

Read the Report:

Financial Services Business Valuation Benchmarks

  

Sell Your Financial Services Business

For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.