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Financial Services Businesses For Sale

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Start-upFarmers Agency Opportunity with Huge 3 Year Bonus

Farmers Insurance is one of America's top insurance carriers and the explosive growth in Arizona has created a tremendous opportunity for Farmers Insurance Agency Owners to thrive! This opportunity is...

Not Disclosed

Start-up

Not Disclosed

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Start-upStart an Insurance Agency – Full Training & Support Provided.

Own your future with a turnkey life insurance agency opportunity designed for motivated entrepreneurs, even if you have no prior experience. This is your chance to step into a proven business model...

$199

Start-up

$199

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Start-upEstablished Award-Winning Agency Located in Commerce City, CO

This established $3,925,000 earned premium agency is located in Commerce City, CO, a growing community just 15 miles northeast of Denver. It has a small town feel with excellent public schools, and...

$725,000

Start-up

$725,000

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Start-upAAA Agency Ownership Opportunity

AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join our team! One of the Industry's BEST Compensation Packages! Earning potential is...

Not Disclosed

Start-up

Not Disclosed

Insurance Consulting! 80% Recurring Revenue! 700k Net! 300k Down!

Monmouth County, NJ

Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by...

$2,500,000

$2,500,000

Cash Flow: $697,703

Central Arkansas Client List

Arkansas

AR1175: This central Arkansas client list (partial sale) could be a great start for someone looking to become their own boss or a nice addition to an existing firm. Practice includes a good number of...

$213,000

$213,000

Niche CPA Practice North of Boston For Sale

Massachusetts

-Established CPA firm generating over $1.9M in annual revenue -Strong focus on audits, reviews, and tax services -Experienced, long-tenured staff with low turnover Located north of Boston,...

$2,500,000

$2,500,000

Virtual Brentwood CA Tax Book of Business for Sale

Contra Costa County, CA

Virtual client base and above-market average fees per return. Buyers seeking a high-value, fully virtual client base will find this one hard to match. • The owner is a CPA • Software in use: UltraTax...

$360,000

$360,000

Virtual Carpinteria, CA CPA Practice for Sale

Santa Barbara County, CA

Seller is only open to an established practitioner located in southern California. • The owner is a CPA • This practice was established in 2005 • No clients meet with the seller in person; all are...

$235,000

$235,000

Cash Flow: $119,035

Overland Park Client List

Overland Park, KS

KS1118: The sellers of this Overland Park client list are seeking to sell this client base (partial sale) and pursue other business interests. The office location will remain available through 5/1/26...

$282,000

$282,000

45% Cashflow and Growing CPA firm with 70-100% Equity for Sale

California

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%. ? Real-Estate Niche: Deep relationships with developers, contractors, and...

$3,890,000

$3,890,000

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Westwood, Westside Los Angeles, High Quality CPA Practice for Sale

Los Angeles, CA

Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after 40 years. Looking for a local CPA with at least 10 years solid...

$1,490,000

$1,490,000

Cash Flow: $800,000

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

$1,406,160 - Jacksonville, FL

$1,406,160

Jacksonville, FL

Scalable Ag Media & Grain Market Subscription Business #1980

Listing Price: Market Value Location: Remote This remotely operated agricultural media and consulting firm is a premier provider of actionable market intelligence and strategic insights for farmers,...

Not Disclosed

Cash Flow: $981,652

Not Disclosed

Cash Flow: $981,652

Utah-Based CPA Peer Review Practice

Utah

This trusted and well-regarded CPA Peer Review Practice for sale in Utah has cultivated a loyal, repeat client base of firms, primarily within the Utah, Montana, Idaho, Wyoming, and Nevada area. The...

$100,000

$100,000

Paul Evans

Beehive Buisness Brokers

Serving Salt Lake County, UT

We are experts in all aspects of representing quality businesses for sale to interested, qualified buyers. We pride ourselves on being able to analyze businesses, value them, and represent them during the entire sales process. Through our many marketing channels, we are able to present the businesses we represent to virtually every person looking for a business. We then pre-qualify interested buyers and commit them to confidentially before presenting details about your business to them. Confidentiality is always a key component of all we do. We represent sellers from start to finish while they concentrate on running their business.

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ELITE Allstate Agency near McKinney, Texas

Mckinney, TX

This established, high-performing insurance agency located near McKinney, Texas, offers an exceptional opportunity for a buyer seeking a well-run, profitable, and growth-ready operation. With...

$2,000,000

$2,000,000

Tax Preparation & Bookkeeping Services

Worcester County, MA

Established Tax Preparation & Filing Services - 35 Years of Success This well-established accounting and tax practice has been serving clients since 1990, generating $650,000 in annual revenue with...

$550,000

$550,000

Cash Flow: $325,000

Perfect Chicago ATM Route - 10 ATMs $120,000

Aurora, IL

This is a rare opportunity to acquire a profitable portfolio of 10 ATMs located in the Chicago area. The portfolio generates an average gross profit of $45,438/year and offers strong regional presence...

$120,000

$120,000

Cash Flow: $45,438

Profitable Financial Services Business, Turnkey & Growing

Houston, TX

This well-established tax and financial services firm in Houston has already generated $695,148 in revenue for 2025, and serves a loyal base of over 487 clients. Founded and grown by a veteran,...

$802,694

$802,694

Cash Flow: $585,197

Reasonably Relocatable CPA Firm in Affluent Detroit Suburb

Oakland County, MI

Well-established CPA practice with a long-standing reputation and steady client base. Located in a desirable northwest Detroit suburb, this firm offers a diverse mix of personal, business, and trust...

$298,000

$298,000

Profitable Allstate Insurance Office in Levittown

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

$450,000

Cash Flow: $195,000

Established Merchant Services Company- Profitable & Scalable Business

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

$3,300,000

Cash Flow: $450,000

High-Profit Insurance Office, Recurring Income

Columbia, SC

Picture yourself walking into your own insurance office each morning, knowing you're building something that truly matters. This established insurance agency in Columbia offers you the perfect blend...

$13,490

$13,490

Cash Flow: $152,620

Established 221-ATM Route Generating $424K+ Annual Cash Flow

$1,484,800 - Columbus, OH

$1,484,800

Columbus, OH

Castro Valley CPA Firm for Sale

Castro Valley, CA

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale...

$235,000

$235,000

Cash Flow: $158,615

Public Sector & Youth Ad Sales Specialist

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$335,000

$335,000

Cash Flow: $110,000

Farmers Agency For Sale

Daly City, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$525,000

$525,000

Amazing New York City ATM portfolio for sale $69,500!

New York, NY

This great ATM portfolio of 21 ATMs in New York City, NY and the surrounding areas. The portfolio has Gross Profit Income of $2,830.00/mo in the past 12 months. All 21 ATMs are owned by the seller and...

$69,500

$69,500

Cash Flow: $34,000

Accounting Practice for Sale in Northern Virginia

Sterling, VA

Established in 1989. Retirement minded owner. 25% Accounting. 75% Income Tax & Other Serve small to medium sized businesses and a few stand alone individual tax clients....

$617,500

$617,500

Cash Flow: $240,000

Accounting Firm for Sale in Southern Coastal North Carolina

Hampstead, NC

800 tax clients and 100 monthly bookkeeping /payroll clients....

$775,000

$775,000

Accounting & Tax Firm for Sale in Las Vegas

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

$605,000

$605,000

Cash Flow: $205,000

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

5+ Y/O Online Trading Education Platform

Singapore

Business Start Date: 2020 Business Location: Singapore Business Valuation: $4,590,000 USD Employee Number (Inc. Owners): 3 Business Model: Online education and mentorship (courses, subscriptions,...

$4,590,000

$4,590,000

Cash Flow: $768,726

CPA Firm For Sale with Flexible Seller

Rhode Island

Key Highlights: -Solid Profitability at 47% -Flexible Seller – willing to stay on in some capacity for the right buyer -No audits, no reviews and no compilations -Work/life balance is embedded in...

$2,000,000

$2,000,000

Profitable Tax Business In Albany NY

$250,000 - Albany, NY

$250,000

Albany, NY

Eastern Idaho Semi-Virtual CPA Practice for Sale

Idaho

This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into...

$330,000

$330,000

Well-Established EA Firm Located in SE Michigan

Jackson County, MI

This is a well-established Enrolled Agent practice offering a balanced mix of personal and business tax preparation, accounting, and other client services. The firm has a strong and loyal client base,...

$301,548

$301,548

Virtual Reno CPA Tax Practice for Sale

Washoe County, NV

Priced at less than 2x Cash Flow Seller prefers a CPA with at least 5 years of tax experience with a CPA firm or a CPA in public accounting management (tax manager or principal) Experience in tax,...

$650,000

$650,000

Cash Flow: $344,000

Established Farmer's Insurance Agency For Sale

Atlanta, GA

Seize the opportunity to acquire a growing Farmer’s Insurance Agency in Atlanta, GA, with a strong foundation and room for expansion. This agency has been in operation for one year and has already...

$85,000

$85,000

Cash Flow: $60,000

Price Cut-Liberty Tax Service Offices for Sale on a Very Busy Street

Garland, TX

Established Liberty Tax Service franchise opportunity featuring two profitable locations in the Dallas metropolitan area. This turnkey operation has been serving clients since 2013, generating a...

$150,000

$150,000

Cash Flow: $85,000

Profitable CPA Firm/Tax Practice (Franchise) w/ tons of growth opp

Provo, UT

Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and...

$250,000

$250,000

Established Farmers Insurance Agency Grand Junction, CO

Grand Junction, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Mesa County's...

$185,000

$185,000

Cash Flow: $75,000

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Tom Cerniello

Total Business Brokers

Serving New York County, NY

Deal With Professionals – Get Professional Results! Total Business Brokers are a professional team of experienced Business Brokers specializing in the sale of small and mid-size businesses throughout the entire US. Our team has over 30 years of experience in a wide variety of industries. We are aware of the nuances that come with the sale of each unique business so that a seller’s business is valued at the maximum value according to lender-approved valuation methodology. In turn, buyers respect our firms’ market valuations and recognize that it will stand up to any necessary business appraisal for SBA financing. Total Business Brokers specializes in the representation of businesses throughout the entire US. Total Business Brokers works closely with our buyers and sellers through every step of the sales process including market valuation, due diligence, loan approval, escrow, and closing to make your transaction as seamless as possible. Ultimately, we are your business broker transition specialists; both buyers and sellers trust our firm to facilitate the transition into the next phase in their lives whether that is retirement, as a seller, or a buyer seeking to grow a business that already has an exceptional foundation and track record.

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Nanaimo, BC, Compilation, Bookkeeping, Accounting and Tax Practice

British Columbia

Service Breakdown: - T1 Personal Tax Returns: Approx. 1,193 returns annually - T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional new clients onboarded in 2025 not...

$375,000

$375,000

$700,000 Rev. Union County, NJ Pro

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Cash Flow: $448,502

Not Disclosed

Cash Flow: $448,502

Farmers Agency For Sale

$270,000 - Solano County, CA

$270,000

Solano County, CA

Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue

Anaheim, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

$1,875,000

$300,000 Revenue – NE Hartford, CT Area CPA Practice for Sale

Connecticut

Overview ABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the...

Not Disclosed

Cash Flow: $176,567

Not Disclosed

Cash Flow: $176,567

Accounting/ Tax Practice - Book of Business

Fort Myers, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

$1,200,000

Cash Flow: $432,085

Established CPA Firm with Loyal Client Base in Central Florida

Florida

- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando...

$1,450,000

$1,450,000

Qualified Intermediary 1031 Exchange Firm

Description: The Company specializes in 1031 exchange transactions, offering qualified intermediary services to ensure compliance and facilitate smooth exchanges. The Company processes forward,...

Not Disclosed

EBITDA: $4,259,325

Not Disclosed

EBITDA: $4,259,325

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

North Central Nebraska CPA Practice for Sale

Garfield County, NE

This is a well-established, high-performing firm with a loyal client base and consistent growth. The practice delivers strong profitability through efficient operations and balanced revenue streams,...

$180,000

$180,000

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.