Financial Services Businesses For Sale in Pennsylvania

Pennsylvania

Showing 45 results sorted by

Save Search

Market Info

Philadelphia, PA

Liberty Tax is an established tax preparation franchise serving individuals and small businesses across the U.S. Franchisees operate their own local businesses while benefiting from an established...

$253,928

Unlock Financial Freedom: Profitable Opportunity - Money Coach Group

Chester County, PA

Money Coach Group Inc. Are you passionate about empowering individuals to take control of their finances and secure their financial future? This is your opportunity to acquire a thriving financial...

$60,000

Cash Flow: $145,823

Established Insurance Agency for Sale – Allstate Opportunity in PA

Chester County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$1,000,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Allegheny County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$500,000

Established Insurance Agency for Sale – Allstate Opportunity in PA

Luzerne County, PA

Business Overview: Established insurance agency available for acquisition. This agency has a strong presence in their respective community, a loyal customer base, and significant growth potential....

$750,000

Small Business Consulting Firm & Partnership

State College, PA

Discover an Exciting Opportunity to Build Your Own Consulting & Advisory Business Imagine running a business that empowers small and mid-sized companies—the most overlooked yet promising segment in...

$25,000

Cash Flow: $201,027

High-Retention $2.8M Allstate Agency in Sought-After Stroudsburg, PA!

Stroudsburg, PA

AGENCY HIGHLIGHTS • Annual Premium: $2,800,000 • Retention Rate: ~88% • Policies in Force (PIF): 1,300+ • Allstate “Pro” Achievement Level Agency • Current Owner is Committed to a Seamless Transition...

$474,000

Harrisburg PA Allstate Agency for Sale!

Harrisburg, PA

Imagine walking into your own established Allstate agency in Harrisburg, Pennsylvania, where everything is already set up for your success. This isn't a startup dream - it's a proven business that's...

$875,000

Established $3.6M Allstate Agency for Sale in Western Pennsylvania

Saint Marys, PA

After 23 successful years serving Western Pennsylvania, this established Allstate agency presents a rare opportunity to acquire a highly profitable, diversified insurance business with deep community...

$750,000

Philidelphia PA! Allstate for Sale!

Philadelphia, PA

Imagine walking into your own thriving Allstate agency in Philadelphia – one that's been successfully serving customers since April 2000. This isn't just another insurance agency; it's your ticket to...

$850,000

Brightway Insurance

Franchise

Available in Pennsylvania

Every homeowner, driver, and business in America needs insurance. That makes it one of the largest, most recession-resistant industries in the world — over $6.8 trillion in annual global revenue. But most insurance agency owners hit a ceiling because they're stuck doing everything: selling, servicing, renewing, and retaining clients all at once. Brightway removes that ceiling. You focus on selling. We handle the rest.

$200,000

Avg. Unit Revenue: $482,396

Cumberland County CPA Practice For Sale

Cumberland County, PA

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to increase to approximately $500,000! • Solid book of services including tax (69%),...

$600,000

Westmoreland County CPA Practice For Sale

Westmoreland County, PA

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $340,000! • Year-round service of tax (80%) accounting...

$350,000

Eastern Montgomery County CPA Practice For Sale

Montgomery County, PA

• Owner seeking retirement and available for transitional assistance as agreed with CPA buyer. • 2026 gross revenues to increase to approximately $891,000! • Desirable mix of services including tax...

$1,260,000

Tax and Accounting Practice Bucks County, PA - $173,000 Revenue

Bucks County, PA

Tax and Accounting Practice For Sale - Bucks County, PA - $173,000 Revenue Overview This tax and accounting practice generates an impressive 83% Seller’s Discretionary Earnings (SDE) margin. Located...

$230,000

Cash Flow: $143,590

Tax Preparation Book of Business | Lancaster County, PA

Lancaster County, PA

This is a unique opportunity to acquire an established tax preparation practice built over 25 years of trusted client relationships and referrals. Operating independently for the past 10 years, the...

$44,900

John Dalton

Transworld Business Advisors - Morris County

Serving Lehigh County, PA

Founded in 1979, Transworld Business Advisors (TBA) is the largest business brokerage firm in the world, with more than 1,000 brokers operating across 220+ offices in 20+ countries. TBA specializes exclusively in business brokerage, mergers & acquisitions, and franchise consulting — helping business owners sell, and helping entrepreneurs buy or grow, businesses of all sizes and industries. With over four decades of experience, Transworld has built one of the largest networks of buyers and sellers in the industry, giving clients access to a global marketplace, sophisticated valuation and deal-structuring expertise, and a confidential, professional sale process from listing to close. Locally, Transworld Business Advisors of Morris County is led by John Dalton, Managing Director. John brings over 30 years of senior finance experience from Fortune 50 companies (AT&T, American Express, AIG) and Big 4 firms (Deloitte, PwC) — a C-suite/Big 4 background that differentiates him from typical brokers in the market. He also holds an NJ real estate license. John's approach reflects the scale and credibility of the Transworld network combined with hands-on financial rigor: rigorous valuation methodology, professional deliverables, and a commitment to serving both buyers and sellers even-handedly — financial expertise clients can trust on both sides of the table. Through Transworld, John taps into a worldwide inventory of active listings and a vast buyer network, while providing Morris County business owners the personalized, senior-level guidance of a seasoned CPA and former Fortune 50 finance executive and Big 4 M&A advisor.

Contact Me >

Contact me

Virtual Accounting and Tax Practice - 56% Accounting / Few Returns

Pennsylvania

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Only 66 1040s prepared with an outstanding average fee of $1,763! ABA Advisors is pleased to present this outstanding, fully virtual practice with the...

$1,300,000

Cash Flow: $336,000

Bucks County, PA Tax Practice

Bucks County, PA

THE OPPORTUNITY Opportunity awaits in desirable Bucks County! This well-known, long-established tax practice delivers exceptional profitability. Whether you are looking to step into practice ownership...

$400,000

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

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

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

Cash Flow: $97,000

ATAX

Franchise

Available in Pennsylvania

ATAX is the fastest growing, full-service national tax preparation and business services franchise, serving our local multicultural communities.

$25,000

Avg. Unit Revenue: $110,515

Established Allstate Insurance Agency for Sale – Strong Renewal Income

Montgomery County, PA

Business Overview Rare opportunity to acquire a well-established Allstate insurance agency serving clients throughout Pennsylvania. This turnkey business offers a strong foundation of recurring...

$1,250,000

Unique Errors & Omissions Insurance Brokerage For Sale ( Remote )

Pennsylvania

HS Listing ID-71793 —Business can be run from anywhere Remotely— Asking Price: $750,000 Gross Revenue: $739,279.00 2025 Net Profit: $203,789.26 Business Summary: With over 35 years of expertise in...

$750,000

Cash Flow: $203,789

York County CPA Practice For Sale

York County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be $525,000! • Service mix includes tax (88%) and bookkeeping (12%)....

$630,000

Well-Established CPA Firm in Bucks County, Pennsylvania

Pennsylvania

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven...

$600,000

Successful Check Cashing Store- Northampton County, PA

Northampton County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$125,000

Cash Flow: $61,173

Reading, PA Area Virtualizable Tax and Accounting Practice

SBA LOAN ELIGIBLE

Berks County, PA

Berks County, PA Tax and Accounting Practice For Sale $565,000 Revenue Practice Overview • SBA pre-approved • 20% Seller financing available • The firm has had steady growth, with expected revenue for...

$650,000

SBA LOAN ELIGIBLE

South Hills - Pittsburgh Area CPA For Sale

Washington County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $360,000! • Service mix is an even balance between tax and...

$430,000

Established Boutique Tax Preparation Business

Montgomery County, PA

Established boutique tax preparation client base available for acquisition with consistent annual revenue of approximately $25K–$28K and strong historical client retention. This opportunity is ideal...

$50,000

Farmers Residential and Commercial Insurance Agency

York, PA

Full line residential and commercial insurance agency in central Pennsylvania with 1.3 million dollars in current policies with a commission flow of $125,000. The inventory is included in the asking...

$89,000

Cash Flow: $80,000

Amazing Philadelphia 168 ATM Portfolio - $1,750,000

Philadelphia, PA

This amazing Philadelphia route has 168 ATMs in retail and other high-traffic locations such as convenience stores, gas stations, grocery stores, and specialty markets. The Seller provides the...

$1,750,000

Cash Flow: $592,429

Weathersby Guild

Franchise

Available in Pennsylvania

Are you handy? Enjoy woodworking? Like low investment franchises? M-F 8a-4p hours? Amazon-proof? Customers included! Existing locations available.

$50,000

Avg. Unit Revenue: $108,405

Accounting

Monroeville, PA

Established Accounting & Tax Practice - Monroeville, area great location This well-established accounting firm has maintained continuous operations for 15 years, serving a diverse clientele of...

$599,000

Cash Flow: $175,000

Beaver County CPA Practice For Sale

Beaver County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to be consistent around $282,000! • Primarily a tax practice with loyal clientele...

$330,000

South Philly Check Cashing Store- Great Location & Profitable

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

Cash Flow: $140,080

Philadelphia Area (Bucks County) Tax and Accounting Practice

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$720,000

Cash Flow: $498,000

Montgomery County Tax & Accounting Practice For Sale

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2026 gross revenues are estimated to be around $160,000! • Virtual Practice offers a mix of tax and...

$200,000

Loyalty Business Brokers

Franchise

Available in Pennsylvania

Want to be the best of the best? Joining Loyalty Business Brokers gives you the advantage over all the rest. Our Business Is Selling Your Business!

$50,000

NW of Philadelphia CPA Practice For Sale

Pennsylvania

• Desire to transition ownership of firm to new CPA practice to facilitate current owner retirement. • Expected revenues for 2025 are $2,050,000! • A full service CPA practice that provides tax,...

$2,300,000

Established Business Brokerage Franchise Opportunity - Philadelphia

Philadelphia, PA

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the Greater Philadelphia market. Backed by a nationally...

$59,000

Profitable Turnkey Check Cashing Store- Lackawanna County PA

Lackawanna County, PA

$295,000

Cash Flow: $133,472

East of Pittsburgh CPA Practice For Sale

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2026 are expected to settle at $469,000! • The service mix includes tax (68%) and...

$525,000

York County CPA Practice For Sale

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • Gross revenues for 2025 are expected to be $690,000! • The service mix includes tax (57%), and...

$795,000

Sean Moretti

Serving Berks County, PA

Destination Realty, LLC—located in the heart of Reading and serving the greater Berks County region—provides a full suite of services tailored to both property and business transitions. Alongside investment analysis, property management, sales, and leasing, we extend expertise in business brokerage and consulting, serving small and mid-sized businesses with personalized, consultative care. Guided by a hands-on team—including Broker/Owner Sean Moretti—Destination Realty thrives on community-centered values and local insight. Located in the Lincoln Towers at 100 N. 5th Street in downtown Reading, the firm’s presence underscores its commitment to accessibility and responsiveness throughout the region.

Contact Me >

Contact me

Consistently Growing Fleet Management Company

Pennsylvania

We're excited to present a standout opportunity in the fleet management industry. This Eastern US company, a recognized market leader, offers a comprehensive range of services including accident and...

$3,500,000

Cash Flow: $730,000

Somerset County Tax and Accounting Practice For Sale

Somerset County, PA

• Owner looking to retire and move from the area but still available for transitional help as agreed with buyer. • 2024 gross revenues to be consistent around $112,000. • Service mix includes tax...

$135,000

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

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

Cash Flow: $68,000

Pre-Revenue Fintech Platform Currently In Market Testing

Asset Sale

Philadelphia, PA

Unique opportunity to purchase a “ready to scale” subscription-based Financial Analytics Software Company with first product in market testing with clients. Cost-effective, easy-to-use software tool...

$500,000

All County Property Management

Franchise

Available Nationwide

Leading Residential Property Management Franchise Seeking Like Minded Candidates. We provide an opportunity in Property Mgmt for those seeking a residual income and the lifestyle that accompanies it.

$75,000

Avg. Unit Revenue: $417,302

Businesses For Sale Pennsylvania Financial Services 45 results

Buy or Sell a Financial Service Business in Pennsylvania

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 Analyzed	9
Asking Price	$295,000
Reported Revenue	$278,927
Reported Seller's Discretionary Earnings	$141,835

Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower Quartile	Median	Upper Quartile
$125,000	$295,000	$720,000

Compare current listing pricing with Financial Service Business Valuation Benchmarks

Market Financial Highlights

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

Bound	Revenue	Seller’s Discretionary Earnings
Lower Quartile	$194,710	$106,118
Median	$278,927	$141,835
Upper Quartile	$493,984	$203,099

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 Pennsylvania.

Bound	Revenue Multiple	Earnings Multiple
Lower Quartile	0.61	1.45
Median	1.01	2.04
Upper Quartile	1.30	2.32

Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

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

The median asking price for an established Financial Service Business in Pennsylvania is $295,000, though prices range from under $125,000 to well over $720,000.

How much do Financial Services Businesses owners in Pennsylvania earn?

The median reported revenue of Financial Services Businesses in Pennsylvania is $278,927 and owners earn a median of $141,835, 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 Pennsylvania, revenue multiples range from 0.61 to 1.30, with a median of 1.01. Earning multiples range from 1.45 to 2.32, with the median at 2.04. This means the typical Financial Service Business in Pennsylvania may ask for around 1.01 times its annual revenue, and 2.04 times its annual owner earnings.

More for Business Owners

Create an Owner Account Sell Your Business Find a Business Broker Learn About Selling a Business

More for Business Buyers

Create a Buyer Account Learn About Buying Businesses Get BizBuySell Edge

Featured Pennsylvania Business Brokers

Favorites limit reached.
Remove some Favorites.