New York

Financial Services Businesses in NY For Sale

Showing 43 results sorted by
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Strong Performing Tax Franchise for Sale

Suffolk County, NY

Established in 1995 --- 31 solid years -- the business is a community staple and strategically located for optimal visibility with a key location in New York. This optimized seasonal tax preparation...

$175,000

Cash Flow: $45,000

$175,000

Cash Flow: $45,000

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

New York, NY

ATM BUSINESS FOR SALE — NYC NIGHTLIFE & PRIME 24-HOUR OUTDOOR LOCATIONS Verified Cash Flow. Elite Locations. Real Opportunity. This is not a projection — this is proven income, fully verified through...

$41,000

Cash Flow: $2,000

2

$41,000

Cash Flow: $2,000

Profitable Tax Business In Albany NY

Albany, NY

This is a 22 year old franchise that does more tax returns(1,000+)than any other Liberty Tax Franchise in the area. Located on high traffic Central Avenue, unlimited parking and on the bus route....

$250,000

Cash Flow: $100,000

$250,000

Cash Flow: $100,000

Established Insurance Agency For Sale

Ontario, NY

Established Farmers Insurance agency located in the greater Buffalo, NY market, offering a turnkey opportunity for a motivated buyer to step into agency ownership with immediate cash flow and...

$200,000

Cash Flow: $135,000

2

$200,000

Cash Flow: $135,000

Established Insurance Agency For Sale

Depew, NY

Established Farmers Insurance agency located in the greater Buffalo, NY market, offering a turnkey opportunity for a motivated buyer to step into agency ownership with immediate cash flow and...

$130,000

Cash Flow: $136,145

2

$130,000

Cash Flow: $136,145

Own a Profitable Check Cashing Business for $125k Down

Suffolk County, NY

A rare opportunity to step into a proven, cash-flowing business without needing to come in all cash. The seller is motivated and willing to finance the balance, making this one of the most accessible...

$225,000

$225,000

Cash Flow: $51,454

CPA Firm

Jefferson County, NY

Well established CPA Firm with excellent growth potential. Located in Jefferson County NY, near Fort Drum Army installation. Virtual office utilizing Thompson Reuters SAAS....

$540,000

$540,000

Allstate Agency in Hamburg, NY

Hamburg, NY

Rare opportunity to acquire a well-established Allstate Elite-level agency with a 25-year history in the same location in the highly desirable Hamburg, New York market. This $3.76M book of business...

$750,000

$750,000

Cash Flow: $270,000

Allstate Agency in Northern NY State

Monroe County, NY

This is a tenured, loyal book of business with over 50 years of ownership between all owners. This loyal customer base allows for existing relationships and market presence to build new business and...

$975,000

$975,000

Cash Flow: $400,000

Established 50 year ELITE Allstate Insurance Agency!

New York

This well-established Allstate Insurance agency boasts over 50 years of history, demonstrating long-term stability and a strong reputation in the local market. This is a great opportunity to purchase...

$729,000

$729,000

Cash Flow: $234,000

B2B Executive Engagement Platform for Sale

Manhattan, NY

A premium, membership-based B2B executive engagement platform connecting senior enterprise decision-makers with technology and professional-services sponsors. The Company delivers curated digital and...

Not Disclosed

Not Disclosed

Cash Flow: $1,131,055

ATAX Flushing, NY Tax Franchise Opportunity

Queens, NY

ATAX Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Flushing, NY. This recession-resistant business has built a solid...

4

$360,000

$360,000

Cash Flow: $96,672

Cash Positive Tax Prep Firm- Manhattanville, NY

New York, NY

ATAX Manhattanville Tax Preparation Franchise - Established & Profitable This turnkey ATAX franchise presents an exceptional opportunity in Manhattan's thriving Manhattanville neighborhood....

5

$270,000

$270,000

Cash Flow: $83,888

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

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

Vasilis Georgiou, CM&AA, M&AMI, CBI, CBB, MBA

CrossRoads Business Brokers

Serving New York County, NY

CrossRoads is a full service mergers and acquisitions firm that focuses on providing exceptional service to Buyers and Sellers of small to medium-sized businesses in a variety of industries. Our services are delivered with the maximum in confidentiality, professionalism, and integrity. CrossRoads is extremely effective and results oriented, leveraging a database of qualified Financial and Strategic Buyers and a confidential national collaborative network of Business Intermediaries. We serve the needs of potential Buyers and Sellers discretely and professionally with one mission in mind: To add exceptional value to a seamless process of business transfer. We differentiate ourselves by taking an advisory approach to the needs of Sellers and Buyers. We have the experience and expertise to value and present your business in the best manner possible, or assist you in identifying a business that fits your criteria and personal preferences. Sellers benefit from our professional approach in packaging, presenting, and promoting their business, and from a vast database of registered qualified Buyers including entrepreneurs, investors, professionals and corporations. Buyers benefit from our guidance through the, sometimes uncertain, road to business ownership, and from all the resources we bring to bear that they can leverage to make that transition smoother. Professional Affiliations M & A Source – Organization supporting mid-market Mergers and Acquisitions Intermediaries International Business Brokers Association – Education and professional standards California Association of Business Brokers – Education and professional standards Alliance of M&A Advisors Ellermeyer Connect – Executive Career Transition Networking Resources HCBizMarketplace BizBuySell Bizquest Mergerplace International Business Brokers Association California Association of Business Brokers M & A Source Bizben – California Businesses for Sale Sellerworks Businessesforsale BusinessBroker Globalbx

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Established insurance agency - 40 years in business

Staten Island, NY

Franchise insurance agency, established for 40 years in this location. High retention of 90% and low overhead expense. Agency is priced to sell at 2x of TPP, as such there's not a lot of room for...

$600,000

$600,000

Cash Flow: $220,000

Nassau County CPA Practice For Sale

Nassau County, NY

• Seller is transitioning out of accounting industry. Willing to provide transition assistance for as long as needed to help ensure a smooth client transition. • Yearly practice revenues around...

$450,000

$450,000

Southern Westchester Tax Practice For Sale

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

$550,000

Rochester (East Side Suburb) Tax and Accounting Practice For Sale

Monroe County, NY

• Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff. • 2025 revenue of $385,000 with 2026 projected around...

$560,000

$560,000

Accounting Practice for Sale in Manhattan

New York, NY

Established Manhattan Accounting Practice - Strategic Acquisition Opportunity This well-established accounting practice represents a premier acquisition opportunity in Manhattan's competitive...

$803,000

$803,000

Cash Flow: $275,000

Western Queens Tax and Accounting Practice For Sale

Queens County, NY

• Seller seeking a partial retirement and willing to assist with a smooth transition to help support client retention and continuity. • Consistent revenue base with seller projecting approximately...

$175,000

$175,000

Suffolk County CPA Practice For Sale

Suffolk County, NY

• Seller retiring but willing to work with buyer for as long as they are comfortable. • 2026 gross revenues estimated to be around $1,100,000! • Revenues comprised of individual and business tax...

$1,350,000

$1,350,000

Established ELITE Allstate Agency in the Long Island Market

Suffolk County, NY

Located in the highly desirable Long Island market, this Elite agency presents an outstanding opportunity for a buyer seeking a strong, established operation with long-term stability and growth...

$1,200,000

$1,200,000

Lower Westchester County CPA Practice For Sale

Westchester County, NY

• Seller retiring but would like to work for buyer in practice if needed. • Yearly practice revenue around $610,000! • Revenues comprised of individual and business tax (79%), accounting/bookkeeping...

$825,000

$825,000

Long Island CPA Practice For Sale

New York

• Seller retiring but willing to assist buyer to ensure a smooth transition and strong client retention. Yearly practice revenue around $195,000. • Revenues comprised of individual and business tax...

$295,000

$295,000

Amazing Hands Off 73 ATM NYC Portfolio - $438,000

New York, NY

New York, NY ATM Route. ATM portfolio for sale $438,000! This great hands-off ATM portfolio of 73 ATMs in New York City, NY and the surrounding areas. The portfolio had Monthly Gross Profit Income of...

$438,000

$438,000

Cash Flow: $190,603

Allstate Agency in the Finger Lakes region of New York

Monroe County, NY

This Allstate agency, located in the Finger Lakes region of New York, offers a rare opportunity to acquire a high-volume, established book of business with strong retention and significant growth...

$1,050,000

$1,050,000

Allstate Agency in Upstate New York

Monroe County, NY

This upstate New York insurance agency presents an excellent opportunity for a buyer seeking a solid book of business with strong retention and room to scale. Priced at $499K, the agency generates...

$499,000

$499,000

Allstate Agency in Western New York

Monroe County, NY

Located in Western New York, this established insurance agency presents a strong opportunity for growth with $3,050,577 in written premium plus an additional $172,226 through Ivantage. The agency...

$550,000

$550,000

A Proven Property and Casualty Insurance Agency in Heart of New York

Queens, NY

HS Listing ID-70196 Financial Overview • Total Revenue: ~$312,500 • Commission Revenue: ~$282,500 • Agency Bill & Broker Fees: ~$30,000 • Written Premium: ~$2.64M • 1,400+ active policies • Personal...

$850,000

$850,000

Allstate Agency in Queens, New York

New Hyde Park, NY

Established Allstate agency opportunity in the Queens area featuring a strong, high-retention book of business. The agency generates $5,350,553 in premium across 1,965 policies, producing $534,000 in...

$1,150,000

$1,150,000

Putnam County Tax and Accounting Practice For Sale

Putnam County, NY

• BACK TO AVAILABLE! UPDATED INFORMATION! • Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $800,000! • Revenues comprised...

$1,100,000

$1,100,000

Saratoga County Tax Practice (CPA Owned)For Sale

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

$120,000

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

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

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

Syracuse CPA Firm

New York

The Opportunity This is a prime opportunity to acquire a thriving CPA firm in Syracuse, New York. The current owner is transitioning toward retirement and is looking for a qualified successor with a...

$299,000

$299,000

Established Allstate Agency – Grossing $900K / Netting $480K

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

$2,500,000

Cash Flow: $480,000

Otsego County Accounting and Tax Practice For Sale

New York

• Seller retiring but willing to work with buyer for extended period to ensure maximum client • retention. • 2025 revenues on par with 2024, around $395,000. • Revenues comprised of individual and...

$450,000

$450,000

Unique Opportunity - New York Commission Advance Firm

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

$350,000

Cash Flow: $138,000

Don Bray

Transworld Business Advisors of Buffalo

Serving Erie County, NY

Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, 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. Since our inception, we have excelled in getting deals done! Call us and you will understand what makes us the best company to handle any business or commercial real estate sale.

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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

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

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

Buy or Sell a Financial Service Business in New York
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 Analyzed15
Asking Price$350,000
Reported Revenue$275,059
Reported Seller's Discretionary Earnings$142,275
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$212,500$350,000$739,500

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale in New York.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$212,447$115,000
Median$275,059$142,275
Upper Quartile$488,500$271,250

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 in New York.

BoundRevenue MultipleEarnings Multiple
Lower Quartile0.851.96
Median1.332.73
Upper Quartile2.083.17

FAQ's

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

The median asking price for an established Financial Service Business in New York is $350,000, though prices range from under $212,500 to well over $739,500.

How much do Financial Services Businesses owners in New York earn?

The median reported revenue of Financial Services Businesses in New York is $275,059 and owners earn a median of $142,275, 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 in New York, revenue multiples range from 0.85 to 2.08, with a median of 1.33. Earning multiples range from 1.96 to 3.17, with the median at 2.73. This means the typical Financial Service Business in New York may ask for around 1.33 times its annual revenue, and 2.73 times its annual owner earnings.

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