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Financial Services Businesses For Sale

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Industry Info
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

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

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

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

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

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...

$50,000

$50,000

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

Side Hustle or Full Time Bus Cost Analysis w/ BIG Profits from Home!

Michael Stavrinakis

Stavrinakis Franchise & Business Brokerage

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

Eddie Hasan

Mergers Acquisitions and Sales

Serving Orange County, FL

Eddie Hasan has over 29 years of business experience including owning numerous businesses over his career. He has instructed students across the US and Canada in business valuation, commercial real estate, and investing in business and real estate. Eddie has closed hundreds of transactions over his career.

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Simi Valley EA Firm for Sale

Simi Valley, CA

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale with the Sellers transitioning approximately...

$625,000

$625,000

Dickinson, ND CPA Practice for Sale

Dickinson, ND

This well-established CPA practice in Dickinson, ND, generates annual gross revenues of approximately $446,000. The firm has built an excellent reputation in the community and has cultivated a loyal...

$350,000

$350,000

Taunton, MA CPA Practice for Sale

Taunton, MA

Price reduced!!! This long-standing firm has a strong fee structure in place leading to cashflow to the owner of over 50% of gross income. Revenue streams are desirably diverse, and include individual...

$595,000

$595,000

Turnkey, Highly Profitable Accounting Firm in Prime Chicago Suburb

Lake County, IL

This is a rare opportunity to acquire a well-established, highly profitable accounting firm located in a desirable and growing suburb of Chicago. The practice enjoys a loyal client base and consistent...

$2,159,801

$2,159,801

Cash Flow: $1,094,038

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 2025 are expected to settle at $467,000! • The service mix includes tax (66%) and...

$515,000

$515,000

Bookkeeping Franchise Ready For A New Owner

San Antonio, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive San Antonio, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation...

$15,000

$15,000

Check Cashing and Financial Services Store in Worcester, MA

Worcester County, MA

Established check cashing business located on main street. Affordable rent, superior franchise support. Business offers all financial services including check cashing, bill payments, wire transfers,...

$50,000

$50,000

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

Dream Franchise-Property Tax Liens & Protest App-Live on The App Store

Medford, OR EA Practice for Sale

Jackson County, OR

• The owner is an EA • This practice was established in 1970 • Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome, Adobe PDF, MS Office, GoogleDocs • Approximately...

$300,000

$300,000

Cash Flow: $255,000

Profitable, Cloud Audit Practice with Low Owner Hours in Miami!

Florida

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic...

$1,700,000

$1,700,000

Loyal Clients and High Average Fee CPA Firm for Sale in DC Metro

Maryland

-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3...

$1,300,000

$1,300,000

Allstate Elite Agency, acquire a top-performing elite agency

Queens, NY

Turnkey Opportunity: Acquire a Top-Performing Elite Allstate Agency Established in 1997, this elite-status Allstate insurance agency represents an exceptional acquisition opportunity in Queens, NY....

$4,999,998

$4,999,998

EBITDA: $1,190,000

Southeastern New Mexico CPA Practice for Sale

New Mexico

We are pleased to present an exceptional CPA Firm for sale located in Southeastern New Mexico with annual gross revenues of approximately $882,000. This highly profitable practice presents the perfect...

$970,000

$970,000

Accounting Practice for Sale in Arlington, TX

Arlington, TX

Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999. Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years....

$312,500

$312,500

Cash Flow: $154,000

Accounting Practice for Sale in Long Beach Island, NJ

Beach Haven, NJ

$9,700 in Bookkeeping Services Revenue $91,000 in Individual Tax Return Revenue $64,000 in Business Tax Return Revenue $11,000 Other Projects Revenue $6,500 in Sales Tax Revenue $20,000 in Annual...

$200,000

$200,000

Cash Flow: $90,000

South Coast, MA CPA Practice for Sale

Bristol County, MA

We are pleased to present an exceptional CPA Firm for sale located in South Coast, MA with annual gross revenues of approximately $515,000. This successful and reputable practice offers an opportunity...

$640,000

$640,000

High-Profitability Book of Business For Sale!

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

$800,000

NW Metro CPA Firm - $250K+ Revenue

Minnesota

This well-established CPA firm in the Twin Cities metro area has provided over 20 years of trusted service. The business prepares approximately 350 tax returns annually and offers monthly bookkeeping,...

$250,000

$250,000

Cash Flow: $131,387

Private Equity - Real Estate Fulfillment & Investment Partnership

Northwest Metro CPA Firm - $900K+ Revenue

Minnesota

The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the...

$900,000

$900,000

Cash Flow: $333,514

Phoenix area (East Valley) EA Practice for Sale

Maricopa County, AZ

• The owner is an EA • This practice was established in 2015 • The practice has a strong concentration of restaurant clients, presenting a niche opportunity for a buyer experienced in the food service...

$425,000

$425,000

Cash Flow: $206,000

Virtual (NY Based) Accounting and Tax Practice For Sale

Suffolk County, NY

• 100% VIRTUAL practice! • Seller retiring but willing to assist buyer with transition. • Yearly revenues around $240,000. • Revenues comprised of individual and business tax (69%) and...

$350,000

$350,000

San Luis Obispo County CA Bookkeeping Practice for Sale

San Luis Obispo County, CA

• This bookkeeping practice was established in 2015 • Software in use includes QuickBooks Desktop and Online • Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately...

$1,675,000

$1,675,000

Cash Flow: $493,000

Westchester County Tax and Accounting Practice For Sale

Westchester County, NY

• Buyer will need to be local to Westchester County and have established office (no virtual). Also, the buyer should be familiar with Yardi software. • Seller retiring but willing to assist buyer with...

$1,100,000

$1,100,000

Hybrid CPA Firm with Loyal Clients, Strong Staff, and Growth Potential

Georgia

-Annual Gross Projections for 2025 are $800,000 -Cash flow to owner September year-to-date is $319,000 -Well established in the community for over 30 years -Strong staff and loyal clients -Owner...

$800,000

$800,000

Growing tax prep franchise business with 3 profitable locations

Bristol County, MA

Step into a thriving, professionally operated tax preparation business with three well-established locations. This is a rare opportunity to acquire a turnkey operation backed by a nationally...

$600,000

$600,000

Cash Flow: $253,911

Northwestern Region of Ohio Valley Area in West Virginia CPA Practice

West Virginia

This well-respected CPA firm for sale is located in the Northwestern Region of the Ohio Valley Area in West Virginia (bordering Ohio) and has annual gross revenue of approximately $471,000. The...

$550,000

$550,000

Cash Flow: $252,600

Dominic Serra

Aria Business Advisors

Serving Oakland County, MI

We make business acquisition simple. Our experienced team of sell-side business brokers offers in-house valuation, legal, and consultation services for middle-market businesses. Aria is unique in that we provide a full suite of services in house that save our clients time and money up front. The Aria team brings decades of experience delivering results and closing high-ticket deals, and as experienced business owners ourselves, we know every business transaction is unique – let us do all the heavy lifting.

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North of Hartford, Connecticut Tax Practice for Sale

Hartford County, CT

• Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for individuals (90%) and...

$85,000

$85,000

Cash Flow: $56,700

National CPA & Advisory Firm Virtual Operations 80% Recurring Revenue

Florida

This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...

$7,000,000

$7,000,000

Real Estate Investing Opportunity for Beginners

Selling Book of Business

New Jersey

I am an insurance Agent and I have a book with a Carrier that reduced their commissions for our agency. Another Agency could easily take over the book and continue with the standard commissions....

$100,000

$100,000

Cash Flow: $100,000

South Austin Metro Area CPA Firm

Texas

TX1059: This CPA firm in the south Austin metro area is a great opportunity for an experienced preparer to go out on their own or for an existing firm looking to expand. With a great fee structure and...

$249,000

$249,000

Long-Established, Profitable CPA Firm for Sale with Loyal Client Base!

Georgia

-Cash flow is approximately 40% -Great location within the 285 in Atlanta -Trusted reputation within the community for over 50 years This well-established CPA firm has been a trusted presence in its...

$500,000

$500,000

Spokane Valley, WA CPA Practice for Sale

Spokane County, WA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately $637,000 in annual revenue, via bookkeeping (70 clients) •...

$2,300,000

$2,300,000

Cash Flow: $957,634

Virtual CAS Firm with $656K Cash Flow and Exceptional Employees

Texas

-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing...

$2,500,000

$2,500,000

$600,000+ Revenue – San Antonio, TX Area CPA Firm for Sale TX-2108

Texas

Overview ABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth...

Not Disclosed

Cash Flow: $336,409

Not Disclosed

Cash Flow: $336,409

Southwest Ohio - South of Dayton Practice For Sale

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

$895,000

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.