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Financial Services Established Businesses For Sale

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Industry Info
Captive Allstate Agency for Sale – Spokane, WA

Spokane County, WA

An exceptional opportunity to acquire a well-established Allstate agency in Spokane, Washington. Whether you're an existing Allstate agent looking to expand via merger or satellite office, or an...

$1,000,000

$1,000,000

Billings Area, MT Tax & Bookkeeping Practice

Billings, MT

This profitable, growing CPA Tax & Accounting Practice for sale in the Billings Area has annual gross revenues of approximately $120,000. This practice has been delivering high quality tax and...

$110,000

$110,000

Cash Flow: $95,000

Great CPA practice for sale by CPA owner staff of ten Listing IN3065

Whitley County, IN

Geographic Location: NE Indiana in Whitley County Practice Details: This fine CPA practice has an experienced staff of 3 CPAs with a total staff of 10. CPA owner willing to stay on long term to...

$1,000,000

$1,000,000

$750,000+ Revenue - NE Indianapolis, IN CPA Firm for Sale

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Not Disclosed

Cash Flow: $390,009

Not Disclosed

Cash Flow: $390,009

We Buy Ugly Homes franchise, price reduced by $50K, won't last call me

Sandy Spgs, GA

HomeVestors of America/We Buy Ugly Houses HomeVestors is an opportunity to buy houses at deep discounts from motivated sellers. These sellers call our Franchisees every day from our national "We Buy...

$68,000

$68,000

Accounting & Tax Practice For Sale - R/E

Anoka County, MN

Accounting and Tax business located in the north suburb of Minneapolis. Business was established 50 years ago, with the current owner for the past 24 years. Last tax season they did approximately 900...

$1,350,000

$1,350,000

Cash Flow: $350,000

South St Louis Suburb CPA Firm

Missouri

MO1164: The seller of this S St Louis Suburb CPA Firm is approaching retirement. The firm is well known and well established in the area, with a stable, trained staff in place. The office is available...

$272,000

$272,000

Farmers Insurance Book in West Seneca, NY

West Seneca, NY

Excellent opportunity to plug yourself in to solid exclusive P&C insurance agency. Strong revenue and low office expenses. Average 4yr gross commission revenue is $250k. Average SDE $120k. Yearly...

$150,000

$150,000

Cash Flow: $120,000

Established DC area CPA Practice with Staff

Montgomery County, MD

Practice Details: This fine tax practice has an experienced staff of 4 CPAs with a total staff of 9. CPA owner intends to stay on for at least 2 years to smoothly transition clients. Average...

$1,300,000

$1,300,000

Medical Overpayments Recovery Business

California

This absentee-run healthcare overpayment recovery company has been specializing in recovering payer account balances for major health insurers since 1996. It’s earned a strong reputation as a trusted...

$10,500,000

$10,500,000

Cash Flow: $2,131,460

Excellent Small Business Tax and Accounting Firm

Pierce County, WA

Profitable & Growing Small Business Accounting & Tax Firm – Turnkey Operation An excellent opportunity to acquire a well-established and respected Accounting, Bookkeeping, and Tax Services firm...

$400,000

$400,000

Cash Flow: $126,917

EA Practice South of Portland in Clackamas County, Oregon

Clackamas County, OR

This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional...

$1,650,000

$1,650,000

Willamette Valley, OR CPA Tax Practice for Sale

Benton County, OR

• The owners are CPAs • This practice was established in early 1990's • Software in use includes UltraTax • Approximately $165,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$3,875,000

$3,875,000

Cash Flow: $1,233,000

Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

$775,000 - Lakeland, FL

$775,000

Lakeland, FL

Dothan, Alabama Area Tax & Accounging Practice for Sale

Dothan, AL

• Multi-office tax and accounting practice for sale in the Dothan, Alabama area • Revenues are comprised of accounting (approximately 10%), payroll (3%), and tax services for individuals (79%) and...

$240,000

$240,000

Cash Flow: $94,000

Allstate Agency in South West Florida

Sarasota County, FL

This established 25-year agency, located in a prime area of Southwest Florida, has been serving clients from the same location since 1996. The agency manages $6,180,888 in premium with $562,000 in...

$999,999

$999,999

Cash Flow: $233,605

Nathan Teinert

Graystone International

Serving Travis County, TX

Graystone International was founded to bring industry-leading services to our clients. Our consultants bring a collaborative strategy to maximize the potential opportunity on all listings, acquisitions, and consulting. This allows us to distinguish ourselves from competitors, with expertise covering multiple industries. Graystone International uses a highly tailored process in every transaction. Our first priority is establishing a strong two-way partnership with our clients. The next stage is defining potential acquirers, creating compelling marketing tactics, gathering and analyzing data, drawing in supplemental prospects, and capturing as much value as possible while minimizing risk. By guiding sellers through the complex M&A process with our specialized expertise, we are able to ensure that deals are successfully closed and that clients are completely satisfied with the end result.

Contact Me >

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Allstate Agency East of New York City

Queens County, NY

This well-established 12-year book presents a fantastic opportunity for growth and expansion. With $5,185,025 in premium, $462,425 in revenue, and 1,394 policies in force, the portfolio demonstrates...

$1,100,000

$1,100,000

Cash Flow: $352,825

Well Positioned and Profitable CPA Firm with Excellent Staff In Place

Grand Rapids, MI

A rare opportunity to acquire a well-established CPA firm with a diverse mix of client services, strong profitability, and a highly capable team. This practice is turnkey and positioned for a smooth...

Not Disclosed

Cash Flow: $395,432

Not Disclosed

Cash Flow: $395,432

Turnkey CPA Firm Available – Profitable & Ready for Transition

Cleveland, OH

A rare opportunity to acquire a well-established CPA firm with everything in place for a smooth handoff to new ownership. Backed by an experienced staff and a history of consistent performance, this...

$576,975

$576,975

Reasonably Relocatable Akron Area Tax Practice

Summit County, OH

An excellent opportunity to acquire a thriving, well-established practice located in a desirable and popular suburb of Akron. This firm has built a strong reputation in the community and offers a...

$163,385

$163,385

Franchise Bookkeeping & Tax Business- OFF MARKET

ESTABLISHED FRANCHISE BOOKKEEPING & TAX PRACTICE – OFF MARKET...

$204,000

$204,000

Protege Farmers Insurance Agency

Williamson County, TX

At Farmers Insurance, we believe that safeguarding your future and that of your loved ones is not just a necessity—it's our mission. With a long-standing reputation in the insurance industry, we are...

$100,000

$100,000

Frisco CPA Firm

Texas

TX1060: The sellers of this Frisco CPA firm are selling to focus on other business interests and are seeking a buyer with tax preparation experience. The loyal client base is based primarily in Dallas...

$375,000

$375,000

Upper Michigan CPA Practice for sale $800k with >50% cash flow

Grand Traverse County, MI

NEW CPA Tax Practice for Sale LISTING NUMBER MI3077 Geographic Location: Northern Lower Michigan Practice Details: Highly profitable CPA tax practice located in the Northern Lower area of Michigan on...

Not Disclosed

Cash Flow: $422,000

Not Disclosed

Cash Flow: $422,000

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

$192,000 - Tampa, FL

$192,000

Tampa, FL

Allstate Agency Located in L A County Gross Premium over $5,000,000

Carson, CA

This is a growing Allstate Insurance Agency. It has an outstanding staff . It has been in business for over 15 years. The Seller has been a multi line producer and the Agency would make a great...

$750,000

$750,000

Cash Flow: $400,000

Dallas Area Semi-Virtual CPA Practice for Sale

Ellis County, TX

This established firm has built a loyal, nationwide client base with a strong niche in the real estate industry and, particularly, in multifamily properties and syndications. This opportunity would be...

$1,200,000

$1,200,000

Low work large margin opportunity 2 businesses in one location

Fresno, CA

• This practice was established in 2017 • Software in use includes Tax Slayer Pro • Approximately $50,000 in annual revenue, via bookkeeping (8 clients) • Approximately $32,000 in annual revenue, via...

$425,000

$425,000

Cash Flow: $250,000

Ottawa West Accounting & Tax Practice for Sale

Ontario

- Well-established accounting, bookkeeping, and tax practice with diverse, recurring revenue streams: - Compilations, bookkeeping, and accounting – 17% of revenue from reliable annual services - T1...

$325,000

$325,000

Accounting Firm

Greensburg, PA

Full Team in place and easy to operate The business is a well-established and reputable brand in the tax preparation industry and has 35 years+ . The group services over 1600 returns yearly. The full...

$899,000

$899,000

Cash Flow: $200,000

Resale- Established Schooley Mitchell Franchise for sale-Cincinnati

Cincinnati, OH

Schooley Mitchell is the largest independent cost-reduction consulting firm in North America, with offices spanning the U.S. and Canada. They specialize in helping businesses slash expenses across a...

$55,000

$55,000

$70,000 NET Money Service Transfer Business & Retail Store in Mesa!!!

Mesa, AZ

If you are looking a turn-key money service business that also sell small retail items and snacks that has been in the same location for over 25 years with a solid client base and tons of room for...

$160,000

$160,000

Cash Flow: $70,000

Remotely Operated Dallas, TX Based CPA Practice

Texas

This fully virtual CPA Tax and Accounting practice for sale serves clients across the Dallas, TX area, generating annual gross revenues of approximately $350,000. The firm has experienced steady...

$475,000

$475,000

Profitable Payroll Processing & Compliance Business – Scalable

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

$325,000

Cash Flow: $90,000

Virtual West Hollywood, CA Tax Book of Business for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in 2004 • All clients are serviced remotely • Software in use includes ProSeries • Approximately 180 individual tax returns with an average fee of...

$240,000

$240,000

Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential

$825,000 - San Antonio, TX

$825,000

San Antonio, TX

Portland, OR CPA Practice for Sale

Multnomah County, OR

• The owner is a CPA • This practice was established in 1979 • Software in use includes UltraTax, Checkpoint Research, Mango Practice Management, MS Office • Approximately $105,000 in annual revenue,...

$800,000

$800,000

Cash Flow: $397,000

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a...

$250,000

$250,000

Cash Flow: $143,458

Anaheim CPA Firm for Sale

Anaheim, CA

CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current...

$129,000

$129,000

SE Kansas CPA Firm

Kansas

KS1115: The seller of this SE Kansas CPA firm is approaching retirement, but will be available to assist with a smooth transition after the sale. The firm boasts a strong fee structure with low...

$395,000

$395,000

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

NEREIDA CASTILLO

HOMESMART REALTY WEST

Serving San Diego County, CA

Contact Me >

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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...

Not Disclosed

Cash Flow: $237,000

Not Disclosed

Cash Flow: $237,000

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

$41,000 - New York, NY

$41,000

New York, NY

Long Established Profitable CPA practice including Office building

REAL ESTATE INCLUDED

Tennessee

Seize this rare chance to acquire a thriving, well-established CPA practice paired with a valuable office building! Perfect for a new or mid-level CPA, this turnkey business boasts a loyal client base...

$500,000

$500,000

Cash Flow: $99,372

REAL ESTATE INCLUDED

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 Express Franchises for sale in Central, West, & SWFL

Tampa, FL

Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...

$275,000

$275,000

CPA Firm - Turnkey, Growing Profitability and Semi-retired Partner

Ontario

Multiple offers have been received and we are holding all offers until 5:00 PM EST on September 5. Interested parties are encouraged to submit their best and final offers by this deadline for...

$4,500,000

$4,500,000

EBITDA: $1,300,000

Hampton Roads CPA Firm

Virginia

Established CPA firm selling audit book of business. Clients are primarily serviced virtually. This is an ideal opportunity for a buyer to expand their audit practice....

$450,000

$450,000

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

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.