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Financial Services Businesses For Sale

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Industry Info
SE Kansas Tax & Accounting Practice For Sale

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues anticipated to increase to $265,000! • Service mix includes tax (82%), accounting/payroll...

$275,000

$275,000

Fully Virtual CPA Firm with Strong Recurring Revenue!

British Columbia

More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staff Established in 2016, this fast-growing, fully virtual CPA firm specializes in serving...

$1,250,000

$1,250,000

Walker County Tax & Accounting Practice For Sale

Walker County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues are expected to grow to $115,000! • A balanced mix of services comprised of tax and...

$140,000

$140,000

Allstate Agency in Round Rock, Texas

Round Rock, TX

At only five months old, this portfolio is about to enter its first renewal cycle, offering immediate retention commissions and strong cross-sell potential. The book features a healthy mix of home,...

$40,000

$40,000

Iowa City Area CPA Practice for Sale

Johnson County, IA

This business is well-suited for a buyer seeking a streamlined, profitable operation with niche expertise and significant potential for growth. Key Highlights: - Generates about 80% of gross revenue...

$270,000

$270,000

Established EA Tax and Accounting Practice Listing IL2529

Tazewell County, IL

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

Cash Flow: $237,000

Cash Flow: $237,000

Farmers Agency

Los Angeles County, CA

Established Farmers Insurance Agency - San Fernando Valley Opportunity This well-established Farmers Insurance franchise presents an exceptional opportunity for qualified agents seeking a profitable...

$499,000

$499,000

Cash Flow: $225,000

Houston CPA Practice For Sale

Harris County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be consistent around $1,650,000! • Services offered are tax (64%)...

$1,950,000

$1,950,000

Commission Advance for Realtors Franchise - NJ and NY

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$800,000

$800,000

Cash Flow: $400,000

Allstate $7.6M PRO Agency for Sale in Hampton Roads

Chesapeake County, VA

This Exclusive Hampton Roads Allstate Agency Opportunity allows you to: Acquire both locations as a package and step into a $7.58M premium operation with established, experienced staff OR purchase a...

$1,200,000

$1,200,000

Virtual CPA firm based in Virginia

Virginia

Established virtual audit and tax advisory firm serving serviced-based businesses, nonprofits, and individuals. Clients are based in the mid-Atlantic, primarily in Virginia and North Carolina. Revenue...

$800,000

$800,000

Shenandoah Valley Tax and Accounting Practice For Sale

Waynesboro County, VA

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly gross revenues around $230,000. • Revenues comprised of individual and business tax (62%),...

$290,000

$290,000

SE Tulsa Metro Area CPA Firm

Oklahoma

OK1023: There are so many things to like about this growing CPA firm in the SE Tulsa metro area, including a great location, nice mix of services and a strong cash flow to the owners! The client base...

$2,000,000

$2,000,000

Profitable 209-ATM Route: $402K Annual Cash Flow - Owner Retiring

$1,406,160 - Jacksonville, FL

$1,406,160

Jacksonville, FL

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

Tax Prep Business in Central PA – Loyal Clients, Big Potential

Lycoming County, PA

Owner Retiring from this well-established tax preparation business in Central Pennsylvania offers a rare opportunity for a motivated buyer seeking steady income and a loyal client base. With decades...

$174,000

$174,000

Cash Flow: $82,900

International Business & Franchise Advisors

IBF Advisors

Serving Sarasota County, FL

Our team has worked across Business Brokerage, Consulting and Commercial Real Estate Disciplines, helping both buyers and sellers of businesses and real estate determine the economic value of businesses and guiding them through the process of asset acquisition/disposition. Our group welcomes the opportunity to discuss how best top help you achieve your professional goals. In addition to business exit planning, business acquisition financing, SBA Loans, and more, we also have professionals that specialize in Business Investments for E2 Visas. Let us help you today! IBFA is the place to go to buy or sell a business! Whether you are interested in buying or selling a business, we invite you to contact us for a confidential, obligation-free conversation.

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$500,000 Revenue – Orlando, FL CPA Firm for Sale

Orlando, FL

Overview ABA Advisors is pleased to represent a well-established CPA firm located in the Orlando, Florida area. This practice presents an outstanding opportunity for a qualified buyer to acquire a...

Cash Flow: $172,686

Cash Flow: $172,686

Established Expense Reduction Business- Reoccurring Revenue

Chicago Heights, IL

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. The asking price of $175k includes...

$135,000

$135,000

Cash Flow: $156,000

Established Expense Reduction Business- Reoccurring Revenue

Fairfield, CT

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. The asking price of $175k includes...

$135,000

$135,000

Cash Flow: $156,000

ATM Routes for Sale in New York

New York County, NY

LISTING ID # 36928 The seller is offering several high-volume ATM routes in parts of New York County and Kings County, all equipped with state-of-the-art Hyosung machines featuring wireless satellite...

$200,000

$200,000

Cash Flow: $210,000

Tax Practice with huge opportunity for growth

Pendleton, OR

Tax practice with 650 clients in 2023. Located at the base of the beautiful Blue Mountains and 30 minutes away from the Columbia River, perfect location for hunters, boaters, and campers....

$125,000

$125,000

Established Property Management Company

REAL ESTATE INCLUDED

Brevard County, FL

Business Overview: This established property management company specializes in the management and accounting services for condominium associations. With a portfolio of 32 active condo associations...

Cash Flow: $85,908

Cash Flow: $85,908

REAL ESTATE INCLUDED

Established Expense Reduction Business- Reoccurring Revenue

Dallas, TX

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

$135,000

Cash Flow: $156,000

Established Expense Reduction Business- Reoccuring Revenue

Atlanta, GA

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

$135,000

Cash Flow: $156,000

Rapidly Growing Hybrid Accounting Firm

$995,000 - Raleigh, NC

$995,000

Raleigh, NC

Frisco, TX Based Virtual CPA Practice for Sale

Frisco, TX

Centrally located in the highly desirable and affluent Frisco area, this first-rate virtual CPA practice has annual gross revenue of approximately $950,000 and growing. It has built a strong...

$1,200,000

$1,200,000

Allstate Elite Insurance Agency In Queens. It Doesn't Get Any Better

Queens, NY

HS Listing ID-66951 An Elite Allstate Agency in Queens. High revenue and low overheads. Retention is 89% for Allstate and 94% for Ivantage (the Allstate approved brokerage). Turn key opportunity. This...

$5,618,000

$5,618,000

Cash Flow: $1,198,000

Highly Profitable Multi-Location Tax & Accounting Practice

Founded in 1994, this thriving firm has built a stellar reputation providing comprehensive tax, audit, bookkeeping, and specialty services across three locations. As of May 2025, the Practice serves...

$10,000,000

$10,000,000

Cash Flow: $1,812,418

Livonia, MI CPA Practice

Livonia, MI

This well-respected CPA Tax & Accounting Practice for sale in Livonia, MI has annual gross revenues of approximately $1,473,000. The practice provides a range of comprehensive tax and accounting...

$1,500,000

$1,500,000

Cash Flow: $394,000

Monterey Peninsula CA CPA Tax Practice for Sale

Monterey County, CA

• The owner is a CPA • This firm was established in 1970 • Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX • Approximately 213 individual tax returns with an...

$950,000

$950,000

Cash Flow: $307,000

Established Expense Reduction Business

New York, NY

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

$135,000

Cash Flow: $156,000

Profitable $2.9M CPA practice with 4 offices and staff Listing MN1116

Dakota County, MN

Listing MN1116 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established...

$3,500,000

$3,500,000

Northwest Kentucky - Tri-State area Practice for Sale

Kentucky

• Well established, single owner CPA practice • 63% tax preparation, 24% accounting & payroll, 13% other • Strong staff in place, including a CPA and an EA • Seller discretionary earnings over 55% of...

$2,450,000

$2,450,000

Northern Plymouth County, MA CPA Practice for Sale

Plymouth County, MA

This well-established CPA practice is located in an affluent and highly desirable suburb of Boston, MA and has annual gross revenue of approximately $1,165,000. The practice boasts a loyal,...

$900,000

$900,000

Lanaudière Sud, QC – Clientèle corporative à vendre – CPA auditeur

Quebec

- Clientèle corporative semi-virtuelle - Exigence : Acheteur détenteur du titre CPA-auditeur et habilité à signer des rapports de mission d’examen. - Situé dans Lanaudière Sud, à environ 15 minutes de...

$256,000

$256,000

Cash Flow: $170,000

Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH

$225,000 - Cuyahoga Falls, OH

$225,000

Cuyahoga Falls, OH

CPA Firm for Sale with Low Owner Hours and Strong Cash Flow

British Columbia

-Owner hours less than 2,000 -Cash flow approximately 50% -Staff has capacity for new work This well-established firm is built on long-term client relationships and a highly personalized,...

$400,000

$400,000

Jackson Hewitt Franchise For Sale

Derby, KS

- 12 month gross revenues consist of around $130,000! - This tax preparation franchise has two locations in the area to include a Walmart Kiosk. - A loyal client base and experienced staff and can...

$135,000

$135,000

Profitable Check Cashing, Payday Loan business for sale.

Macomb County, MI

Profitable Payday Loan, Check Cashing business for sale. Not franchised. Has one owner. Business was established in 2008. High volume business with payday loans, check cashing services. You can add...

$125,000

$125,000

Cash Flow: $50,100

Boutique HOA Management Company-Orange & LA County

Los Angeles County, CA

Boutique HOA Management Company- Serving 18 large communities across Orange County and the San Gabriel Valley, this established firm provides full-service HOA management with an impressive 100% client...

$280,000

$280,000

Cash Flow: $87,745

Thriving Accounting and Tax Practice

James City County, VA

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...

$150,000

$150,000

Cash Flow: $119,545

Global IT Services Provider

Buenos Aires

Information Technology Services, with a focus on value-added services (software development, IT support, managed services). The Company is a well-established global IT services provider with a...

$8,250,000

$8,250,000

East Central Oklahoma Tax and Accounting Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly revenues being sold around $355,000. • Revenues comprised of Individual and business tax (87%) accounting and...

$390,000

$390,000

Albuquerque Virtual CPA Firm

New Mexico

NM1004: The seller of this virtual CPA firm in Albuquerque is ready to retire. The ideal buyer is an experienced CPA who also has knowledge of the NM Gross Receipts System or a willingness to learn....

$875,000

$875,000

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Syracuse CPA Firm

New York

NY1003: The seller of this CPA firm in Syracuse is approaching retirement and is seeking a buyer with public accounting and tax preparation experience. The firm boasts a loyal client base and a nice...

$340,000

$340,000

Overland Park CPA Firm

Overland Park, KS

KS1114: The seller of this Overland Park CPA firm is approaching retirement and is ready to sell. The firm is well established and well known in the area. High retention rate, strong referral sources...

$290,000

$290,000

Farmers Insurance Agency - For Sale

$225,000 - Clark County, NV

$225,000

Clark County, NV

Well Established Tax & Accounting Firm

King County, WA

This tax firm offers a full suite of services year-round. These include individual and business tax preparation, bookkeeping, payroll support, and small business advisory. Specialized offerings also...

$525,000

$525,000

Cash Flow: $175,000

St Charles CPA Firm

Saint Charles, MO

MO1167: There is so much to like about this St Charles CPA Firm! The business is well established, growing and in a great, visible location with easy ground floor access. The firm offers a nice cash...

$495,000

$495,000

Established Tax Preparation and Check Cashing buisness for sale

Murray County, GA

Started as a check cashing business in 1999. Starting Tax Preparation in 2008. Same location since business started. Road frontage on very busy road in the city with easy access to other cities. Could...

$90,000

$90,000

Cash Flow: $90,000

Allen, TX CPA Practice for Sale

Allen, TX

Located in an affluent and highly desirable northern suburb of the DFW Metroplex, this premier CPA practice has annual gross revenue of approximately $993,000. The practice has a loyal, long-standing...

$1,290,000

$1,290,000

Dallas (Farmer's Branch), TX CPA Practice for Sale

Dallas County, TX

This well-established CPA practice for sale in the Farmer's Branch area of North Dallas, has been serving a loyal client base for over 20 years. The practice is the perfect size and opportunity for an...

$220,000

$220,000

HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$699,999

$699,999

Cash Flow: $1,950,000

Turnkey Insurance Agency – Strong Client Base & Growth

Huntington Park, CA

This company is a well-established independent insurance agency serving both personal and commercial clients in the Greater Los Angeles area. Known for simplicity, speed, and cost-effective solutions,...

$175,000

$175,000

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.