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Financial Services Established Businesses For Sale

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Industry Info
Turnkey Accounting Practice with Experienced Team and Growth Upside

Indiana

Take advantage of this rare opportunity to acquire a respected and established accounting firm with strong community ties and built-in growth potential. The practice includes a knowledgeable and...

Not Disclosed

Cash Flow: $172,893

Not Disclosed

Cash Flow: $172,893

Established, High Quality Accounting Firm - NE Indy Area

Indianapolis, IN

This long-standing accounting practice delivers consistently high average fees and benefits from a loyal, multi-generational client base—providing a stable and scalable platform for continued growth....

$319,988

$319,988

Cash Flow: $130,000

SALE PENDING -- Boulder County CO CPA Practice for Sale

Boulder County, CO

- Single-owner CPA practice - 100% Tax Preparation (66% Individual; 32% Business; 2% Other) - Cashflow to owner before potentially duplicate expenses is 47% of revenue - Practice utilizes QuickBooks,...

Not Disclosed

Cash Flow: $98,000

Not Disclosed

Cash Flow: $98,000

Allstate Agency in Northern CA. Elite Status - Active Variable Comp

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

$1,183,700

CPA Firm Specializing in Business Clients For Sale in Charlotte, NC!

North Carolina

-Owner hours less than 1,800 -Cash flow averaging $500,000 -Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20...

$1,595,000

$1,595,000

Allstate Agency Northern Ca. 30 years Established

Modesto, CA

Allstate Agency for Sales and Services. Elite Status - Variable Comp Confirmed. Outstanding staff able to handle Sales and Retention - Excellent Loss Ratio...

$2,399,000

$2,399,000

Established CPA Firm with Long-Term Clients for Sale

Denver, CO

This privately owned CPA practice is operated by an experienced and highly regarded CPA. The firm has built a strong and loyal client base through years of reliable service and high-quality work....

$355,000

$355,000

Cash Flow: $150,807

Legacy Medical Billing - Tampa, FL

Saint Petersburg, FL

Established Medical Billing & RCM Firm | Recurring Revenue | Scalable Operations | SBA Eligible Above numbers based in Cash Basis from Sellers records and represents a projection for 2025 based on May...

$1,800,000

$1,800,000

Cash Flow: $385,319

Wichita CPA Practice For Sale

Sedgwick County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues consistent year to year around $150,000! • Service mix includes tax (46%),...

$175,000

$175,000

Lodi CA, (San Joaquin County) Tax & Bookkeeping Practice for Sale

San Joaquin County, CA

• This practice was established in 1975 • Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish • Software in use includes UltraTax, Datatech & Crosslink • Approximately...

$410,000

$410,000

Cash Flow: $137,000

Calabasas, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $35,800 in annual revenue, via bookkeeping (10 clients) • Approximately 575 individual tax...

$700,000

$700,000

Cash Flow: $295,420

Property Tax Consulting Firm. Over 30 Years In Business!

Rusk County, TX

This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded...

$675,000

$675,000

Real Estate Appraisal Service, Central Texas

Texas

This successful 25-year-old residential appraisal business has a stellar business reputation, and robust referral network that would serve as a great entry point for an experienced TX Certified...

$195,000

$195,000

Cash Flow: $90,000

Profitable, Turnkey Insurance Agency in North Texas – 35-Year Legacy

Dallas County, TX

An exceptional opportunity to acquire a top-performing Elite insurance agency with a 35-year history and deep ties to the North Dallas community. This agency is a proven performer with $5.8M in...

$1,200,000

$1,200,000

Cash Flow: $415,357

Personal Tax, Estate and Trust CPA Firm with Steady Growth for Sale!

Maryland

? Over $300,000 cash flow ? High Fees: Average personal returns - $1,200, business returns - $5,500 & Estate/trust average - $2,401 ? Loyal, Long-Term Client Base: Trusted advisor for multiple...

$795,000

$795,000

Cinco Ranch CPA Practice For Sale

Fort Bend County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $170,000! • Service mix comprised of tax (80%) and accounting (20%). •...

$200,000

$200,000

Kurt Okraski

M&A Business Advisors

Serving Washoe County, NV

M&A Business Advisors is a full-service Business Brokerage and M&A Advisory Firm and the Leader in Business Sales & Acquisitions. M&A Business Advisors specializes in the CONFIDENTIAL sale of privately owned businesses in a wide range of industries including Manufacturing, Wholesale Distribution, Service, Retail, Health Care, E-Commerce, Software, Construction, Food & Beverage and more. We use proprietary methods and advanced technology to better serve our clients and accomplish their objectives. 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 (CBI) designation issued by the International Business Broker Association (IBBA), the Lifetime Certified Business Intermediaries (L-CBI) designation issued by the International Business Broker Association (IBBA), the Merger and Acquisition Master Intermediary (M&AMI) designation issued by M&A Source, the Certified Business Brokers (CBB) designation issued by the California Association of Business Brokers and the BBP – Industry Expert designation. Our Advisors are considered “Influencers” and have been instrumental in improving the standards and ethics within the industry. Our Advisors are actively involved as industry association Presidents, industry association Board Members, industry association Committee Chairs, industry association Instructors as well as contributors to industry publications. 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 along with expertise in a wide range of fields such as finance, accounting, commercial leases, understanding contracts and industry dynamics, managing due diligence, negotiations, preparing contracts 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. Please refer to our website and contact one of our Advisors near you for a complimentary consultation.

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Anchorage, AK CPA Tax Pracitce

Anchorage, AK

This well-established, highly-profitable CPA Tax Practice for sale in Anchorage, AK has annual gross revenues of approximately $310,000. The practice has earned a reputation for providing first-rate...

$350,000

$350,000

Cash Flow: $294,000

NW Pennsylvania CPA Practice For Sale

Pennsylvania

• Desire to transition ownership of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $1,920,000! • Primarily a tax practice that provides small...

$2,150,000

$2,150,000

Northeastern South Dakota Tax & Bookkeeping Practice for Sale

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

$260,000

Cambria County CPA Practice For Sale

Cambria County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Service mix includes bookkeeping (49%),...

$200,000

$200,000

Cash Flow: $157,000

$800,000+ Revenue White Plains, New York Area CPA Firm for Sale

Westchester County, NY

Overview ABA Advisors represents this CPA firm located north of White Plains, NY. The Firm The firm focuses on tax and compliance work but also provides full-service accounting. The firm has a limited...

Not Disclosed

Cash Flow: $692,000

Not Disclosed

Cash Flow: $692,000

Established CPA Practice for Acquisition - Listing IL2528

McHenry County, IL

Opportunity: 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...

$649,000

$649,000

Cash Flow: $281,000

Independent Claims Adjusting Firm, Seller Financing 50%

Broward County, FL

Independent Insurance Adjusting Firm – Established 31 Years – Florida-Based. This well-established independent insurance adjusting firm has been serving the State of Florida for over 31 years. The...

$225,000

$225,000

Cash Flow: $111,229

Farmers Agency in Everett, WA

Everett, WA

Outstanding opportunity in this $3.6M Farmers Agency nestled near the coast and just north of Seattle, WA. While the physical location of this Farmers Agency is in Washington, the agency is licensed...

$399,000

$399,000

Cash Flow: $350,748

$20,000 Monthly Net Profit - Diamond and Gold Store

Richardson, TX

Diamond and Gold Store Monthly Gross Sales: $93,000 Monthly Net Profit: $20,000 ........................................................... $2,850 Rent + Utilities + Water + Internet...

$150,000

$150,000

Cash Flow: $264,000

S Central New Mexico Tax & Bookkeeping Firm

New Mexico

NM1003: This tax and bookkeeping firm for sale is located in south central NM but could be converted to a virtual firm if desired by the buyer! It has a lot to offer including a nice mix of services,...

$220,000

$220,000

Owner Absentee Franchise - Tax Prep Co. with 10+ locations SoCali

California

The business consists of a high-performing portfolio of 10+ locations (year-round storefronts and seasonal high traffic retail kiosks). With a solid operational structure and minimal owner...

$1,000,000

$1,000,000

Cash Flow: $300,000

West GTA Ontario Home Based CPA Practice for Sale

Ontario

- A block of clients to augment your current core of business and increase your profitability, no staff to assume - Firm has been in business over 30 years - Well established firm, long time client...

$65,000

$65,000

East Multnomah County, OR CPA Practice for Sale

Multnomah County, OR

• The owner is a CPA • This practice was established in the 1970s, current owner since 2009. • Less than 15% of clients meet with the seller and staff • Software in use includes Thomson Reuters Suite...

$1,800,000

$1,800,000

Cash Flow: $697,575

Easiest business to operate - ATM Processing $3900/mo for $220,000

Edison, NJ

This amazing, real HANDS OFF, New Jersey portfolio of 66 ATM machines is a processing only portfolio with all of the equipment in great condition. Approximately 90% contract coverage. Based in and...

$220,000

$220,000

EBITDA: $46,500

Easiest to operate NJ ATM Route - $825,000.00 with Attrition Guarantee

Jersey City, NJ

This New Jersey portfolio of approximately 77 ATM machines is based in and around New Jersey and New York and the surrounding area. This portfolio is showing steady Net Profit income over the past 12...

$825,000

$825,000

Cash Flow: $397,000

Very strong Nebraska and Iowa ATM Route - $756,000/year income

Omaha, NE

This Nebraska / Iowa portfolio of 140 ATM machines is based in a large population center and the surrounding area. This portfolio has Gross Profit Income of nearly $65,000/month. All equipment is...

$1,980,000

$1,980,000

Cash Flow: $756,000

Manchester, New Hampshire CPA Practice for Sale

Manchester, NH

CPA practice for sale in a Manchester, New Hampshire suburb, in the Nashua to Concord corridor The practice derives its revenue from tax services for individuals (approximately 37%) and business /...

$575,000

$575,000

Cash Flow: $310,000

South Charlotte Tax Practice (Non-CPA) For Sale

Mecklenburg County, NC

• Seller retiring but willing to assist buyer with transitioning clients. • Gross revenues for 2025 estimated around $360,000! • Revenues comprised of nearly 100% Tax with a small percentage of...

$425,000

$425,000

Great Dallas ATM Route - 27 ATMs - over $8000/mo income for $275,000

Dallas, TX

This great Dallas based portfolio currently operates 27 ATMs machines around Dallas, TX for $275,000.00! The portfolio in 2025 has averaged over $7,500/mo in Mixed Profit (over $8000 in March). In...

$275,000

$275,000

Cash Flow: $96,000

Hilton Head Metro Area Tax Practice (CPA Owned) For Sale

Beaufort County, SC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues expected around $320,000! • Revenues comprised of nearly 100% individual and business tax with some monthly...

$345,000

$345,000

Independent Insurance Agency – $3M Premium Book – Prime Location Holly

Hollywood, FL

Independent Insurance Agency – $3M Premium Book – Prime Location Hollywood, FL Price: $650,000 Location: Downtown Hollywood, Florida Gross Revenue: Contact Seller Cash Flow: Contact Seller...

$650,000

$650,000

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

$795,000

Accounting Practice for Sale in Portland, Oregon

Portland, OR

FIRM SPECIALIZES IN MID TO HIGH-NET-WORTH INDIVIDUALS, SMALL & MID-SIZE BUSINESSES, AND ESTATES & TRUSTS. Please sign NDA to learn more -...

$1,087,500

$1,087,500

Cash Flow: $368,743

West Des Moines, Iowa CPA Practice for Sale

Polk County, IA

This is an excellent opportunity for an experienced buyer to acquire a profitable, well-established practice with a loyal client base, strong support in place and long-term success. - Generates 50% of...

$1,400,000

$1,400,000

Healthcare Consulting Services #1938

Listing Price: Market Value Location: Fully Remote A seasoned advisory group delivers strategic guidance and hands-on consulting to organizations across the health and social-services landscape....

Not Disclosed

Cash Flow: $3,213,045

Not Disclosed

Cash Flow: $3,213,045

Northwest Minnesota CPA Firm – $435K+ Revenue

Minnesota

Well-established and profitable CPA practice located in Northwest Minnesota. This firm provides comprehensive services including individual and business tax preparation, payroll, bookkeeping, and...

$400,000

$400,000

Cash Flow: $172,152

$270k (Revenue) Seattle, WA CPA Tax Practice for Sale

Seattle, WA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA tax practice located in Seattle, WA. The seller is willing to provide transitional assistance to the buyer to...

$440,000

$440,000

Cash Flow: $220,467

$440,000 Revenue Bloomington, Indiana Accounting & Tax Practice

Bloomington, IN

SALE PENDING - Practice Overview: This 30-year-old practice is a rare gem due to 70% of revenue coming from mostly recurring accounting and payroll services with the remaining 30% coming from tax...

$550,000

$550,000

Cash Flow: $217,311

Elite Investments Corp.

Elite Business Investments Corp.

Serving Los Angeles County, CA

We are a premiere brokerage for the sale of laundromats in Southern California. This means that unlike general brokerages, our singular focus in the laundromat industry gives us unparalleled knowledge and expertise to give you peace of mind and full confidence in buying, selling, or operating a laundromat. Call us today to speak with one of our agents and start down the Road To Success.

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SALE PENDING -- Littleton CO CPA Practice for Sale

Jefferson County, CO

Single-owner CPA tax only practice 100% Tax Preparation (490 Individual returns, 150 Business returns and 6 NPO/Trust returns) Cash flow to owner before potentially duplicate expenses is 81% of gross...

Not Disclosed

Cash Flow: $209,000

Not Disclosed

Cash Flow: $209,000

Southern Passaic County, NJ CPA Practice for Sale

Passaic County, NJ

This long-standing, highly regarded CPA firm located in Passaic County, NJ, generates approximately $2,000,000 in annual gross revenue and has been serving the North Jersey area for over 40 years. The...

$2,250,000

$2,250,000

Allstate Agency in the DC Metro Area!

Prince George's County, MD

This multi-state (MD, VA, DC) agency comes with P&C Binding Authority in all three jurisdictions. Strategically located for seamless access across all three states, this turnkey operation boasts an...

$2,990,000

$2,990,000

Cash Flow: $1,000,000

Allstate Agency NW of Fort Worth, Texas

Springtown, TX

This well-established insurance agency boasts over 30 years of history, demonstrating long-term stability. With a strong book of business totaling $2,280,139 in premium and generating $195,053 in...

$349,000

$349,000

Cash Flow: $120,501

Western Chicago Suburbs CPA Practice for Sale

DuPage County, IL

This new CPA Tax and Accounting practice for sale in the western suburbs of Chicago generates annual gross revenues of about $677,800! The well-established firm has a strong fee structure in place...

$750,000

$750,000

Allstate Agency in West Columbia, SC

West Columbia, SC

This is a rare opportunity to acquire a mature and stable $2.2M premium book of business in West Columbia, SC. With over 25 years of established presence, the agency currently generates $194,893 in...

$375,000

$375,000

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.