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Financial Services Established Businesses For Sale

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Quick Cash/Bill Pay & More

Macomb County, MI

Don't miss this opportunity to acquire a well-established Check Cashing, Money Transfer, and Bill Payment Center located in Macomb County. This highly visible end-unit location is situated in a busy...

$105,000

$105,000

Cash Flow: $41,127

Remote-Capable CAS Firm Serving High Net Worth Clients

Louisiana

-Owner hours are zero -Fully remote-capable staff -Stable revenue with several strong opportunities for growth (including within the medical community), 2026 projected at approximately $1M...

$2,100,000

$2,100,000

Farmers Agency For sale

Las Vegas, NV

Established Farmers Insurance Agency - Las Vegas Opportunity This thriving Farmers Insurance Agency offers a compelling acquisition opportunity in the dynamic Las Vegas market. With nearly three...

$535,000

$535,000

EBITDA: $165,000

50+ Year Allstate Insurance Agency with 90% Customer Loyalty

South Carolina

This exceptional Allstate Insurance Agency presents a rare acquisition opportunity with over 50 years of proven success in the South Carolina market. Established in 1970, this mature franchise...

$895,000

$895,000

Cash Flow: $420,000

Auto Insurance Agency

Orlando, FL

The Gross Sales and Net Income figures presented in this listing reflect January–June Year-to-Date 2026. Established Franchise Insurance Agency located in Central Florida specializing in auto...

$450,000

$450,000

Cash Flow: $59,400

North Bay CA Bookkeeping Practice for Sale

Sonoma County, CA

Established North Bay Bookkeeping Practice with Strong Recurring Revenue • Approximately $800,000 in annual bookkeeping revenue from 130 clients • Owner currently works approximately 8 hours per week...

$960,000

$960,000

Cash Flow: $260,000

Southwest of Nashville CPA Firm

Tennessee

THE OPPORTUNITY Are you a CPA or EA looking to expand your footprint or step into a turnkey practice in the thriving Middle Tennessee market? Located in a prime spot southwest of Nashville, this...

$450,000

$450,000

Lacey, WA Tax & Bookkeeping Practice for Sale

Thurston County, WA

• The owner is an LTP • This practice was established in 2019 • Software in use includes QuickBooks, ProSeries, MyTaxPrep • Approximately $50,000 in annual revenue, via bookkeeping (37 clients) •...

$230,000

$230,000

Cash Flow: $89,900

White Mountain Region, New Hampshire CPA Tax Practice for Sale

Grafton County, NH

• The owner is a CPA • This practice was established in 2010 • Software in use includes UltraTax, QuickBooks • Approximately $128,000 in annual revenue • Approximately 115 individual tax returns with...

$150,000

$150,000

Cash Flow: $89,000

Huntington Beach, CA Tax Practice for Sale

Orange County, CA

• The owner is an EA • This practice was established in 1990 • Software in use includes Lacerte and QuickBooks • Approximately 980 individual tax returns with an average fee of $344 per return •...

$460,000

$460,000

Cash Flow: $106,762

Profitable Indy Area Tax Practice Grossing $1.2M

Indianapolis, IN

Grossing $1,290,000 | Up to 90% Bank & Seller Financing Available Turnkey tax practice located in the Indianapolis area is available for sale due to the owner's retirement. The practice has built...

$900,000

$900,000

North Houston Tax & Accounting Practice

Houston, TX

Established North Houston Tax & Accounting Practice with decades of proven success serving a diverse clientele. This profitable firm generated an average $785,095 in annual revenue over the past two...

$750,000

$750,000

Cash Flow: $290,950

Bookkeeping, Payroll & Tax Practice (EA, Non-CPA), ~$1.2M SDE

North Carolina

This is a rare opportunity to acquire a 40-year-old bookkeeping, payroll, and tax practice in the Southeast with financial performance that speaks for itself: $1.5M in 2025 revenue, approximately...

Not Disclosed

Not Disclosed

Cash Flow: $1,290,000

250-Unit ATM Portfolio | $590K Annual Cash Flow | Third Party Loaded

$1,972,805 - San Francisco, CA

$1,972,805

San Francisco, CA

Established $1M+ Full Service CPA Firm - NW Chicago Suburb

Cook County, IL

Grossing $1,062,500 annually | Up to 90% bank and seller financing available for qualified buyers This well-established, full-service CPA practice offers a strong acquisition opportunity for a CPA,...

$1,221,875

$1,221,875

Cash Flow: $473,553

Long-Established Firm Providing Unbiased Insurance Expertise

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

$670,000

Cash Flow: $240,000

Michael Kabiri

Transworld Hilton Head

Serving Beaufort County, SC

Transworld Business Advisors of Hilton Head is the world leader in the marketing and sales of local businesses, franchises and franchise development. Whether you represent an acquisition-minded individual or company, or are personally interested in selling your business, Transworld offers the professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists in Hilton Head IS, Bluffton, Beaufort, Walterboro, Ridgeland, Hardeeville Charleston, Columbia South Carolina and Richmond Hills, Savannah and Statesboro Georgia. Since our inception, we have excelled in getting deals done! Call us and you will understand what makes us the best company to handle the sale of any business or facilitate merges and acquisitions. -IBBA and CBI Member

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North Central Texas CPA Practice for Sale

Texas

This long-standing, esteemed CPA practice in North Central Texas has projected gross revenues of approximately $1,745,000. The practice serves a diverse client base, including businesses, business...

$1,745,000

$1,745,000

Northeast San Antonio Area Allstate Agency

Schertz, TX

Located in the rapidly growing Northeast San Antonio market, this established Allstate agency has served the community from the same location for more than 30 years, building lasting customer...

$499,000

$499,000

Bookkeeping and Tax Practice - Established 1998

Ontario

This is a great opportunity to acquire a long‑standing, highly reputable bookkeeping and tax practice. Founded in 1998, this firm has built a loyal client base over nearly three decades, with many...

$225,000

$225,000

Cash Flow: $81,887

Established Energy Cost Reduction & Consulting Business

Miami-Dade County, FL

Established Energy Cost Reduction & Consulting Business This opportunity represents the acquisition of a well-established business specializing in commercial energy cost reduction and utility...

$4,800,000

$4,800,000

Cash Flow: $1,509,342

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Mobile Phone Store with Money services

Warren, MI

Popular mobile phone brand with best value in the market. Very well loved in the area very little immediate completion in the area of same brand and only competitor is a nearby Metro PCS retail...

$26,500

$26,500

Rancho Cordova CA CPA Tax Practice

Sacramento County, CA

Established in 1989, this well-established CPA practice presents an excellent opportunity for an established firm looking to expand its tax practice or for a sole practitioner seeking to acquire a...

$225,000

$225,000

Cash Flow: $141,000

St. George, UT Tax & Accounting CPA Practice for Sale

Washington County, UT

This well-established, yet steadily growing CPA practice for sale in St. George, UT has annual gross revenues of approximately $266,000. The practice has built a loyal, high-quality client base...

$320,000

$320,000

Cash Flow: $187,000

ATM Business For Sale in NYC Nightclubs! Extremly High ROI Locations

$41,000 - New York, NY

$41,000

New York, NY

Established Prince William County Accounting Practice For Sale

Alexandria County, VA

Opportunity: Diverse accounting practice with 3 owners and with talented staff of five. Geographic Location: Prince William County, VA Practice Details: This fine accounting practice is run by 1 CPA...

$649,000

$649,000

Cash Flow: $321,000

Los Angeles, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in YEAR • Software in use includes Lacerte • Approximately 1,470 individual tax returns with an average fee of $300 per return • Approximately 30...

$650,000

$650,000

Cash Flow: $360,425

Central Pennsylvania CPA Practice For Sale

Pennsylvania

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to increase around $300,000! • Primarily a bookkeeping practice with tax (30%)...

$335,000

$335,000

St. Cloud Area CPA Practice - $650K+ Revenue

Minnesota

Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...

$750,000

$750,000

Cash Flow: $302,409

Elbert County CO CPA Practice for Sale

Elbert County, CO

- Well established, two-partner CPA practice - 52% Tax Preparation (51% Individual; 49% Business); 32% Bookkeeping; 13% Payroll; 3% Consulting - Cash flow to owner before potentially duplicate...

$1,460,000

$1,460,000

Profitable CPA Practice for Sale in Cincinnati

Cincinnati, OH

Well-established, highly profitable CPA firm serving the Cincinnati, Ohio area is available for sale due to the owner's upcoming retirement. Up to 90% bank and seller financing available for qualified...

$831,674

$831,674

Cash Flow: $310,496

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue

Kent County, RI

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue Sellers Discretionary Earnings: ~$220,000 (58% of revenue) Practice Overview • Long established / great reputation • Growth potential •...

$450,000

$450,000

Cash Flow: $220,000

SE of Pittsburgh CPA Practice For Sale

Westmoreland County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • REMOTE OPPORTUNITY with gross revenues for 2026 expected to be $560,000! • The service mix includes...

$665,000

$665,000

CPA & Tax Practice For Sale - Ft. Wayne Area

Allen County, IN

Grossing $457,239 | Bank & Seller Financing Available for Qualified Buyers This well-established tax and accounting practice has built a loyal, geographically diverse client base over nearly two...

$502,962

$502,962

Turnkey Tax & Advisory Business | $10k Revenue Guarantee

Boulder County, CO

Own a recession-proof, high-margin tax practice without doing tax prep. We handle 100% of your back-office tax processing, technical research, and software setup! Are you looking to own a high-margin,...

$11,000

$11,000

Cash Flow: $11,000

285-Unit ATM Portfolio | $680K Annual Cash Flow | Fully Vendor Loaded

$2,485,545 - Jacksonville Beach, FL

$2,485,545

Jacksonville Beach, FL

Torrance CPA Firm for Sale

Torrance, CA

CPA firm for sale in Torrance, California. This well-established South Bay CPA practice was founded around 2000 and has developed a strong local presence serving individuals, professional service...

$2,800,000

$2,800,000

Cash Flow: $962,221

Farmers and Brokerage Book of Business

Redding, CA

ESTABLISHED FARMERS INSURANCE AGENCY AND BROKERAGE - REDDING, CA This well-established Farmers Insurance franchise presents an exceptional opportunity in Redding's growing market. Operating...

$125,000

$125,000

Turnkey-Established Insurance Agency for Sale

Cloquet, MN

Established insurance agency offering a diverse portfolio of personal and commercial insurance products. The agency provides comprehensive coverage solutions, including: Homeowners Insurance Auto...

$165,000

$165,000

Sole proprietor PA/CPA on southern Oregon coast

North Bend, OR

Established Accounting & Tax Practice - North Bend, Oregon This well-established CPA practice has been serving the southern Oregon coast community since 1986, offering an exceptional opportunity for...

$125,000

$125,000

Cash Flow: $85,000

OK Panhandle-Texas County CPA Firm

Texas County, OK

This Texas County CPA seller is approaching retirement. The firm offers a nice mix of revenues with a large number of business clients! The firm is well established and well known in the area. The...

$350,000

$350,000

P&C Insurance Agency

Hillsborough County, FL

Established Property & Casualty Insurance Agency - Hillsborough County, FL This well-established P&C retail insurance agency presents an exceptional acquisition opportunity in the thriving...

$500,000

$500,000

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

Boise, ID Semi-Virtual CPA Practice for Sale

Boise, ID

This modern, semi-virtual CPA practice in Boise, ID generates approximately $471,000 in revenue to be sold. - Tax-focused practice serving business and individual clients. - Average business client...

$595,000

$595,000

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Walnut Creek CA CPA Book of Business for Sale

Contra Costa County, CA

This is an excellent opportunity for an existing CPA or EA firm looking to expand through acquisition. • The owner is a CPA • This established book of business has been serving clients since 2011 •...

$250,000

$250,000

Farmers Insurance Agency Vietnamese speaking 1.4M

Arlington, TX

Established Farmers Insurance Agency in Arlington, TX, serving a diverse clientele with specialized focus on the Vietnamese-speaking community. This franchise operation has been successfully operating...

$350,000

$350,000

High-Margin Multi-Service Tax Firm with Strong Repeat Client Base

$1,475,000 - Utah County, UT

$1,475,000

Utah County, UT

Mike Lynn Lee

First Choice Business Brokers

Central North Carolina Virtual Bookkeeping and Tax Practice For Sale

North Carolina

• VIRTUAL PRACTICE! • Owner selling tax and bookkeeping work. Willing to assist buyer as needed for retention purposes. • Revenues comprised of individual and business tax (71%) and...

$375,000

$375,000

High-Performing Tax & Accounting Business in Houston

Houston, TX

Business is a Two for One healthy, high performing Accounting and Tax practice serving upper tier main street and lower mid-market businesses. The operations exceed client expectations with...

$510,000

$510,000

Cash Flow: $220,439

Diamond Lakes Region CPA Firm

Arkansas

THE OPPORTUNITY Acquire a highly regarded, well-established CPA practice in Arkansas’s scenic Diamond Lakes region, boasting an exceptionally loyal clientele and an experienced, capable staff. This...

$1,090,000

$1,090,000

Lawrence, MA Area Virtual CPA Practice for Sale

Essex County, MA

This new virtual CPA practice for sale based in the Lawrence, MA area generates annual gross revenue of approximately $278,000. The modern, entirely remote firm derives most (72%) of its income from...

$395,000

$395,000

Big Bear Lake EA Firm for Sale

Big Bear Lake, CA

Established EA tax practice for sale in Big Bear Lake, California. This practice is well established and has served the local mountain community for decades. The Seller is now preparing for retirement...

$250,000

$250,000

Cash Flow: $121,868

Kennebec County Maine EA Practice for Sale

Kennebec County, ME

Established in 2010, this well-established EA practice offers an exceptional opportunity to acquire a high-volume tax and advisory firm with multiple revenue streams and strong cash flow. Practice...

$990,000

$990,000

Cash Flow: $390,000

Southern Sussex County, NJ CPA Practice for Sale

Sussex County, NJ

This well-established CPA practice is in Southern Sussex County, NJ (with a second office in Morris County) and has annual gross revenue of approximately $800,000. It has proudly served clients...

$975,000

$975,000

Cash Flow: $388,709

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$525,000
Reported Revenue$452,000
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
$270,000$525,000$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$124,524
Median$452,000$210,100
Upper Quartile$840,000$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 Quartile1.051.90
Median1.252.51
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 $525,000, 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 $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 1.05 to 1.65, with a median of 1.25. Earning multiples range from 1.90 to 3.39, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.51 times its annual owner earnings.

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