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Financial Services Established Businesses For Sale

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Industry Info
PASSIVE cash flow commercial lease investment opportunity!

Clark County, NV

Simple PASSIVE CASH FLOW! Own prime real estate master lease with 3 subtenants in top commercial area of Boulder City, NV! Current tenants have excellent payment history. 21% CAP Rate! Master lease in...

$440,000

$440,000

Cash Flow: $93,600

Income Tax Preapration firm for Sale

Jamaica, NY

Excellent location across the street from a major post office and a grammar school and a middle school Super high traffic location 500 people walk by daily. Low rent $1,661 per month...

$60,000

$60,000

Cash Flow: $120,000

Highly Profitable Tax Practice with Real Estate

Northeastern British Columbia, BC

An exceptional opportunity to acquire a highly profitable, nationally recognized tax franchise generating $1.3 million in annual revenue and normalized Seller's Discretionary Earnings of $470,000...

$1,499,000

$1,499,000

Cash Flow: $470,000

Albany, OR Tax Practice for Sale

Albany, OR

• The owner is an Oregon LTC • This practice was established in 1960 • Software in use includes Ultra Tax and QuickBooks • Approximately $320,000 in annual revenue, via bookkeeping (58 clients) •...

$950,000

$950,000

Cash Flow: $256,000

Highly Profitable NE Indiana CPA Tax Practice Grossing $300k

Indiana

Highly Profitable Northeast Indiana Tax Practice, Grossing $300,500 Turnkey tax-focused CPA practice with strong cash flow, minimal owner hours, and pre-qualified bank financing available for...

$36,060

$36,060

Chicago Metro Area Audit & Review Clientele For Sale

Lake County, IL

Turnkey audit and review practice available in the Chicago Metro Area, offering a built-in client base for a buyer looking to expand assurance service capacity. The seller is divesting this segment of...

$178,260

$178,260

Tenured $4.3M Allstate Agency – Staffed, Productive & Profitable

Mooresville, NC

Step into a highly profitable, masterfully run insurance agency boasting a $4.3M+ in premium and outstanding performance metrics. Achieving the prestigious PRO Agency Achievement Level, this business...

$650,000

$650,000

High Growth potential Farmers Insurance Agency for Sale

St. Clair County, IL

Elite Farmers Insurance Agency for Sale – Illinois Own an Established Agency with $3 Million in Premium and Elite District Support Take advantage of an outstanding opportunity to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $285,000

Established Multi-Partner CPA Firm With Sophisticated Client Base

South Carolina

-Revenue stable in the $2.4M to $2.5M range annually, with 2026 collections tracking ahead of prior year pace -Tenured team with several members having been with the firm for over a decade -All new...

$3,900,000

$3,900,000

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Beautiful Allstate Agency in Fresno County, established for 11 years

Fresno County, CA

This is an Allstate Agency that handles all types of insurance needs. It has a total of 4 Employees and they are licensed to sell new policies and take care of customer needs. It has been in business...

$735,000

$735,000

Allstate Agency In Orange County Licensed Staff Loss Ratio 34%

Huntington Beach, CA

Established Allstate Insurance Agency Operating Since 1995 This well-established Allstate insurance agency represents a premier opportunity to acquire a profitable operation in Orange County's...

$1,485,000

$1,485,000

Cash Flow: $580,000

Rochester/Fraser, MI CPA Practice for Sale

Fraser, MI

This profitable CPA Practice for sale in Rochester and Fraser, MI has annual gross revenues of approximately $1,024,000. Services are nicely mixed to provide year-round cash flow, with approximately...

$1,280,000

$1,280,000

Cash Flow: $514,200

Pawn Shop Collateral Loan Business Gold Buying Jewelry

$799,000 - St. Louis County, MO

$799,000

St. Louis County, MO

Walled Lake, MI CPA Tax & Accounting Practice

Walled Lake, MI

This well-established CPA Tax & Accounting Practice for sale in Walled Lake, MI has annual gross revenues of approximately $125,000. The practice has built a strong reputation in the community and...

$125,000

$125,000

Cash Flow: $75,500

Arcadia, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1996 • Software in use includes Lacerte and QuickBooks • Approximately $3,000 in annual revenue, via bookkeeping (2 clients) • Approximately...

$295,000

$295,000

Cash Flow: $141,000

Matt Coletta, LCBB, LCBI, M&AMI

M&A Business Advisors

Serving Los Angeles County, CA

M&A Business Advisors is a full-service Business Brokerage and Lower Middle Market M&A Advisory Firm and the Leader in Business Sales & Acquisitions with multiple offices throughout California, Nevada and Texas. M&A Business Advisors specializes in the CONFIDENTIAL sale of privately owned businesses and related real estate in a wide range of industries including Manufacturing, Wholesale Distribution, Service, Health Care, Medical Practices, E-Commerce, Software, Construction, Food & Beverage and more. M&A Business Advisors are highly respected, experienced Advisors who are recognized as some of the top deal-makers in the industry. Our Advisors have extensive backgrounds as well as years of experience and knowledge in a wide range of industries. We work as a “Team” to collaborate and share our knowledge and expertise to best represent our clients. Our Advisors hold some of the top designations in the industry including the Certified Business Intermediaries designation issued by the International Business Broker Association, the M&A Master Intermediary designation issued by M&A Source, and the Certified Business Brokers designation issued by the California Association of Business Brokers. Our Advisors are considered “Influencers” and have been instrumental in improving the standards and ethics within the industry. Selling or purchasing a business can be a complex, time-consuming process. The process involves 100% commitment and a “hands-on” approach by the Advisor and expertise in various fields including exit planning, analyzing financial statements, valuation, managing due diligence, negotiations, financing, sale or lease of real estate and more. Our years of experience along with our proprietary process and ability to work as a team to solve complex issues that arise in transactions is what separates us from the competition. Rest assured that when you are working with a M&A Business Advisor, you are working with the Leader in Business Sales & Acquisitions.

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Austin, TX Tax & Accounting Firm For Sale - $840,000 Revenue

Austin, TX

Austin, Texas Tax and Accounting Practice For Sale - $840,000 Revenue - Northwest Texas Sellers Discretionary Earnings: $408,000 (47% of 2025 revenue) Highlights: • Average 1040 fee is over $1,500 •...

Not Disclosed

Not Disclosed

Cash Flow: $408,000

Established CPA Practice in Philadelpha Metro Listing PA2630

Delaware County, PA

A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $97,000

CPA Accounting and Tax Practice Grossing $560k - Dayton Area

Montgomery County, OH

Turnkey CPA Practice For Sale, Dayton Area Grossing $560,000 | Up to 90% Bank & Seller Financing Available This well-established CPA practice offers a strong, diversified mix of personal and business...

$616,000

$616,000

Accounting Practice for Sale in Utah County, UT

Utah County, UT

General description of clientele: Services focus on Bookkeeping, Payroll, Sales Tax, and Income tax. 18 FT staff. 7 PT staff. Complete NDA...

$5,250,000

$5,250,000

EBITDA: $868,000

Montérégie -Ouest (QC) - Cabinet de CPA à Vendre

Montérégie Ouest, QC

- Excellente occasion d’acquérir un cabinet CPA bien établi depuis 1999, générant des revenus annuels d’environ 650 000 $ (année fiscale 2025). - Situé en Montérégie-Ouest, à moins de 20 minutes de...

$780,000

$780,000

Cash Flow: $416,348

Edmonton, AB CPA, Tax and Bookkeeping Practice for Sale

Alberta

Alan Liverman is pleased to introduce: Established in 1991, this well established CPA practice of 35 years enjoys many long-term relationships with its loyal client base and offers a comprehensive...

$599,000

$599,000

Cash Flow: $275,000

Non-Profit Audit Review Book - New Jersey 500K Revenue

New Jersey

Non-Profit Audit Review Book for sale in New Jersey 50% Remote Nonprofit Audit Book of Business ($500,00 Revenue) – in Central NJ is presented by ABA Advisors LLC - Accounting Firm Business Brokers....

Not Disclosed

Not Disclosed

Cash Flow: $240,707

NE of Kansas City Tax & Accounting Practice For Sale

Missouri

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $160,000! • Personalized and professional service of...

$190,000

$190,000

Large Allstate Insurance Agency Now Available In Houston, TX

$4,000,000 - Harris County, TX

$4,000,000

Harris County, TX

$3M Massachusetts CPA Firm

Massachusetts

Well-established Massachusetts CPA practice with approximately $3.3 million in 2025 gross billings. The firm offers a tax compliance and preparation, client accounting/write-up services, and attest...

$3,840,000

$3,840,000

Cash Flow: $1,044,240

5 Check Cashing Stores

Los Angeles County, CA

The Check Cashing Chain is a multi-location retail financial services company headquartered in Los Angeles, specializing in check cashing, domestic and international money transfers, bill payment...

$550,000

$550,000

Carlsbad CPA Firm for Sale

Carlsbad, CA

Established CPA firm with a book of tax clients for sale in Carlsbad, California. The practice is operated primarily from a home office, with a local Carlsbad workshare office used for client...

$155,000

$155,000

Laguna Hills CPA Firm for Sale

Laguna Hills, CA

Established CPA firm for sale in Laguna Hills, California. This practice is operated by a CPA who established the firm in 1990 and is now preparing for retirement. The sale is structured as a partial...

$210,000

$210,000

Cash Flow: $122,165

Relationship-driven CPA Firm In North Carolina With 40%+ Cah Flow

North Carolina

-Cash flow to owner exceeding 40% with stable, consistent revenue year over year -Well-rounded service mix including tax, estate and trust work, audits, and bookkeeping -All new clients sourced...

$700,000

$700,000

Warren County CPA Practice For Sale

Missouri

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $700,000! • Services include tax (74%), accounting (17%), and...

$750,000

$750,000

Prominent Check Cashing/Dollar Store in Downtown Phoenix

Phoenix, AZ

Established check cashing and dollar store located in Phoenix, AZ. Have been in business since 2006 with 0 down time. Easy to learn daily operations with minimum effort. Located in a rapidly...

$300,000

$300,000

Independent Insurance Agency for sale in Florida

Orlando, FL

Independent insurance agency for sale in Orlando, Florida. The business serves households and closely held businesses throughout Central Florida. Operating as an independent broker rather than a...

$2,400,000

$2,400,000

Well Established Insurance Agency in El Paso TX $1.3M - $1.4M

REAL ESTATE INCLUDED

El Paso County, TX

Established in 2006, this highly respected independent insurance agency has evolved into a full-service Field Marketing Organization (FMO) supporting approximately 200 independent agents across the...

$2,800,000

$2,800,000

Cash Flow: $429,515

REAL ESTATE INCLUDED

Fractional CFO & Tax firm - Tucson, AZ

Tucson, AZ

This is an opportunity to step into an established outsourced accounting and fractional CFO firm in Tucson, Arizona, built over a decade from a single client into roughly $700,000 of recurring...

$708,000

$708,000

$1.1M EBITDA In-House Financing Auto Dealership

Minnesota

Minnesota

Essex County, ON - Turnkey Retail Tax Practice

Ontario

Established retail-style tax practice operating under a recognizable franchise, available for acquisition in the Essex region of Ontario. The practice primarily focuses on personal income tax...

$590,000

$590,000

Cash Flow: $388,703

Central Indiana CPA Practice For Sale Grossing $79k

Indiana

$79,175 Gross Revenue | Outside Bank & Seller Financing Available for Qualified Buyers This well-established CPA practice has served individuals and small businesses throughout Central Indiana for...

$87,092

$87,092

Farmers Insurance Agency

Jackson County, OR

Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...

$307,000

$307,000

Southlake, TX Based Virtually Operated Audit & Tax Practice

Southlake, TX

This well-established, virtually operated CPA practice in Southlake, TX, has projected annual gross revenue of approximately $334,000. The firm serves a loyal, high-quality client base of...

$400,000

$400,000

Virtual Specialty Accounting Firm with 100% Recurring Revenue!

Mississippi

-100% monthly subscription billing, Average fees are around $40,000 -Owner cash flow projected to exceed $400,000 in 2026, with a trailing twelve-month trajectory well ahead of prior year -Owner works...

$2,500,000

$2,500,000

Craighead County CPA Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $198,000! • Service mix includes...

$215,000

$215,000

New London County, Connecticut CPA Practice for Sale

New London County, CT

Established CPA Practice with Strong Recurring Revenue Practice highlights include: • CPA-owned practice established in 1994 • 70% of clients meet with the seller and staff • Software in use includes...

$1,200,000

$1,200,000

Cash Flow: $378,000

New York Virtual Tax Practice (CPA Owned) For Sale

Westchester County, NY

• Fully VIRTUAL practice. No office space to take over. • Seller retiring but willing to work with buyer to transition clients. • Gross revenues of approximately $125,000 for 2026! • Revenues...

$170,000

$170,000

Allen Spry

Al Spry & Gerri Rosenthal REO

Serving Lake County, FL

For 30 years, Beacon Real Estate & Associates has helped business owners, investors, and entrepreneurs successfully buy and sell businesses throughout Central Florida. We understand that selling a business is often one of the most important financial decisions an owner will make, which is why we provide professional guidance, strict confidentiality, and personalized service throughout the entire process. Our business brokerage services include business valuations, confidential marketing, buyer screening and qualification, negotiation assistance, due diligence coordination, and transaction management from listing to closing. Whether you're selling a family-owned business, franchise, service company, retail operation, manufacturing business, or investment opportunity, our goal is to maximize value while protecting the integrity of your business during the sale process. Led by Broker Al Spry, Beacon combines over three decades of sales, marketing, and negotiation experience with a deep understanding of the Central Florida marketplace. We work closely with business owners to create customized strategies that attract qualified buyers and achieve successful outcomes. At Beacon, we believe every business has a story, every owner has a goal, and every transaction deserves professional representation.

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Massachusetts-Based Virtual EA Practice for Sale

Massachusetts

This new Massachusetts-based virtual EA practice for sale generates annual gross revenues of approximately $570,000! The cloud-based tax & bookkeeping firm has been purpose built for scalable remote...

$970,000

$970,000

Take the Next Step with This Thriving Bookkeeping Firm

Tulsa County, OK

GROWING BOOKKEEPING FIRM - TULSA COUNTY, OK Established in 2017, this growing bookkeeping practice generates $365,000 in annual revenue with consistent monthly recurring income and demonstrated growth...

$525,000

$525,000

Farmers Insurance Agency For Sale In Central, Texas

$100,000 - Austin, TX

$100,000

Austin, TX

Accounting and Tax Firm

Ballwin, MO

ESTABLISHED ACCOUNTING & TAX PRACTICE - SAINT LOUIS COUNTY, MO Looking for Enrolled Agent. Must be proficient all tax reporting. This well-established accounting and tax firm, operating successfully...

$160,000

$160,000

East of Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $200,000! • Personalized and professional service of...

$250,000

$250,000

Established tax business for sale, over 20 years in the area

Hudson, FL

tax business, over 20 years in the area...

$65,000

$65,000

Oakhurst (Madera County) CA CPA Practice for Sale

Madera County, CA

This is an excellent acquisition opportunity for a CPA seeking a profitable practice in a growing area with recurring revenue and a stable client base. Practice Features: • The owner is a CPA • This...

$245,000

$245,000

Cash Flow: $115,000

North of KC CPA Firm

Missouri

THE OPPORTUNITY Seize the opportunity to acquire a well-established, fully paperless CPA practice with a good reputation. The retiring seller is seeking a qualified CPA buyer and is fully committed to...

$590,000

$590,000

Kansas City Tax & Accounting PracticeFor Sale

Jackson County, MO

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $753,000! • Services include tax (64%), accounting (35%), and...

$900,000

$900,000

Virtual CPA Firm Serving KY/OH/IN Clientele

This established virtual accounting and tax practice offers a turnkey opportunity for a buyer seeking a location-independent operation with minimal overhead. The practice serves a loyal, diverse...

$195,975

$195,975

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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