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Financial Services Businesses For Sale

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Southeastern New Mexico CPA Practice for Sale

New Mexico

This established CPA practice for sale in Southeastern New Mexico has been a trusted provider in the are for decades. It is a profitable, well-rounded practice with a loyal client base, offering an...

$1,125,000

$1,125,000

Established Agency in High Growth Area (Boise Metro)

Boise, ID

Established Farmers Insurance Agency in High-Growth Boise Metro Market This well-established insurance agency, operating continuously since 2007, presents a rare opportunity to acquire a profitable...

$210,000

$210,000

Profitable, Specialty Insurance Agency

Miami-Dade County, FL

This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a...

$449,000

$449,000

Cash Flow: $108,000

CPA firm in the Greater Philadelphia Area for Sale

Morrisville, PA

-Consistent Year-Over-Year Growth -2024 Revenue: $962,436 | 2025 Projection: $1,000,000+ -Talented and collaborative client-facing staff Located in the Greater Philadelphia Area, this CPA firm has...

$1,250,000

$1,250,000

Small CT Tax Firm Outside of Hartford for Sale!

Plantsville, CT

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner -Established client relationships with steady recurring revenue -Professionally renovated office space with convenient access and ample...

$400,000

$400,000

Hybrid CPA Firm Headquartered in NJ for Sale!

New Jersey

-$819,458 (2024), $825,000 (2025 projection) ~44% Cash to Owner -Stable client base with diverse revenue streams across tax and bookkeeping services -Experienced, client-facing staff with long-term...

$1,100,000

$1,100,000

Milwaukie, OR CPA Practice for Sale

Clackamas County, OR

• The owner is a CPA • This practice was established in 1990 • Software in use includes Drake • Approximately $35,500 in annual revenue, via bookkeeping (10 clients) • Approximately 240 individual tax...

$325,000

$325,000

Cash Flow: $179,100

Kalispell, MT CPA Practice for Sale

Kalispell, MT

This established and rapidly growing CPA practice for sale in Kalispell, Montana caters to a quality client base of loyal individuals and local businesses, which should continue to generate referrals...

$170,000

$170,000

Farmers Insurance Agency

Los Angeles County, CA

Our agency is the top 1% of all Farmers Agencies in the company nation wide. We have a total of 7.5M+ in premium consisting of personal and commercial clients. We have been in business since 2013 and...

$1,550,000

$1,550,000

High Fee CPA firm with Experienced Staff for Sale in Richmond!

Virginia

-There are over 5 CPAs on staff -Cashflow averaging $750,000 a year -Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise -High Fees –...

$2,400,000

$2,400,000

Well-Established and Profitable Tax & Accounting Practice for Sale

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Cash Flow: $294,317

Cash Flow: $294,317

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

Glen Burnie, MD Tax & Accounting Practice

Glen Burnie, MD

This well-respected practice CPA Tax & Accounting Practice for sale in Glen Burnie has annual gross revenues of approximately $330,000. The practice serves a high-quality, loyal client base, which...

$375,000

$375,000

Cash Flow: $113,173

Acquire Cash-Flowing Farmers Book – $2.5M Premium, Growth Potential

$500,000 - San Antonio, TX

$500,000

San Antonio, TX

Allstate Agency SE Coast FL

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$990,000

$990,000

Cash Flow: $222,087

Montérégie-Est Cabinet de CPA à vendre

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$399,000

$399,000

Cash Flow: $156,000

Peter & Carmen Gray

Vintage Sotheby's International Realty Commercial

Serving Napa County, CA

The Elite Club is the Commercial division of Vintage Sotheby’s International Realty. We cover the full spectrum of commercial real estate categories, including business brokerage (often referred to as business opportunities or Mergers and Acquisitions/M&A) and development, in addition to luxury and residential real estate. We are a specialized group of full service real estate advisors that provide clients with unparalleled experience in buying, selling, exchanging or leasing real estate. About Peter Gray, Managing Partner, VSIR Commercial Office: 415.839.8339 / Email: peter@carmengraycre.com For more than 19 years, as an entrepreneur and fractional COO, Peter has been involved in nearly every facet of developing and growing businesses, raising capital and turning businesses into valuable assets. Bringing his market knowledge, negotiating expertise and research/analytical skills to the Commercial Real Estate industry, Peter is focused on Business Opportunities (Business Brokerage) along with Specialty Properties, Wineries, Vineyard Estates and Industrial Properties. About Carmen Gray, Managing Partner, VSIR Commercial Office: 707.410.5399 / Email: carmen@carmengraycre.com Carmen has deep experience in commercial real estate throughout the whole of California and has a particular affinity for wineries, vineyard estates and developable land, along with Luxury residential properties. Carmen’s diverse background includes a high performing history of business, corporate sales and marketing, team management and a degree in intercultural communications. This has enhanced her ability to think outside of the box and focus on maximizing the return on investments for her Real Estate Clients. She is also well known for her collaborative working style both within and between dynamic business organizations.

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Tax Practice Book of Business

Aspen, CO

Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is...

$225,000

$225,000

Cash Flow: $225,000

Tampa Tax Prep Biz | $213K Revenue | High Profit

Tampa, FL

Established tax preparation firm with a seasonal operating model, recurring revenue, and strong reputation, serving the Tampa market since 2017. With over 380 verified 5-star Google reviews, the...

$145,000

$145,000

Cash Flow: $114,000

Profitable CPA Firm with Strong Cash Flow Near Downtown Houston!

Texas

-Cash flow exceeding $450,000 -Owner hours are only 1,500 per year -Desirable client base -Located near downtown Houston This well-established CPA firm operates on a value-based business model,...

$1,150,000

$1,150,000

$266K (Revenue) NE Houston, TX – CPA Tax Practice for Sale

Texas

OVERVIEW ABA Advisors represents this CPA practice located in NE Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE This...

Cash Flow: $178,213

Cash Flow: $178,213

$235K (Revenue) SW Milwaukee, WI – Tax & Accounting Practice for Sale

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Tax & Accounting practice located on the SW side of Milwaukee. The seller is willing to provide transitional assistance to the...

Cash Flow: $140,350

Cash Flow: $140,350

Montreal, QC - Bilingual 99% Semi-virtual CPA practice for sale

Quebec

Established CPA practice with steady growth since 2019. The firm serves a diverse client base across industries including IT, medical, legal, professional services, real estate, retail, and...

$305,000

$305,000

Cash Flow: $129,533

Established thriving accounting business

Norfolk County, MA

Established CPA practice has existed for forty years with a loyal client base and a strong reputation in the community. Retiring practitioner will provide consulting for smooth transition....

Cash Flow: $150,000

Cash Flow: $150,000

Available Now

Harrisburg, PA

Well establsihed check cashing franchise with two stores available for sale....

$10,000

$10,000

Insurance Claims Provider

Orlando, FL

Orlando, FL

Carey Sobel

Boss Group International, LLC

Profitable Auto Insurance Franchise

Fort Lauderdale, FL

Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy east-west...

$1,500,000

$1,500,000

Cash Flow: $135,189

Established $4.5M Farmers Agency available in TX Hill Country

Cedar Park, TX

Farmers Agency with approximately $4.5M of Gross Written Premium in most recent 12-months & approximately 2,000 policies in force as of August, 2025. Original Agency was established about 30-years ago...

$1,135,000

$1,135,000

Cash Flow: $240,000

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 $206,000! • Service mix includes tax (72%), accounting/payroll...

$230,000

$230,000

CPA Firm For Sale - Established & Turnkey Opportunity

Peoria, IL

Looking to expand your practice or step into ownership with confidence? This well-established CPA firm offers a rare opportunity to acquire a business with a strong foundation and loyal client base....

$436,122

$436,122

Unique Errors & Omissions Insurance Brokerage For Sale

Pennsylvania

HS Listing ID-62589 ---Located In Pennsylvania but can be managed anywhere in the United States--- With over 35 years of expertise in Errors & Omissions Insurance (E&O) and newly created cyber...

$875,000

$875,000

Cash Flow: $221,681

Lyon County Tax & Accounting Practice For Sale

Emporia, KS

• Owner looking to retire and will provide additional transitional help after closing. • 2025 gross revenues already exceeded 2024 and anticipated to be $350,000! • Primarily a tax service practice...

$350,000

$350,000

Profitable CPA Firm for Sale – High-Margin, Semi-Cloud-Based Practice

Michigan

This well-established and highly profitable CPA practice is now available for acquisition. With an impressive 60%+ SDE, this firm offers a strong return on investment and a stable client base. The...

$563,763

$563,763

Cash Flow: $313,994

Toronto based 100% Full Service Virtual Online Accounting and Fraction

Ontario

- A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Toronto, Canada, with consistently strong cash flow to owners. - Founded in 2015, the firm has demonstrated...

$5,750,000

$5,750,000

Cash Flow: $1,630,340

Dutchess County CPA Practice For Sale

Dutchess County, NY

• Owner retiring but willing to assist buyer with transition • Revenues for 2025 estimated to be around $575,000! • Revenues comprised of accounting/write-up work (67%), individual and business tax...

$700,000

$700,000

Allstate Agency in Southern Oregon

Grants Pass, OR

This established agency has P&C binding across California and Oregon and features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an...

$799,000

$799,000

Cash Flow: $269,641

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

$41,000 - New York, NY

$41,000

New York, NY

Kelowna, BC, Bookkeeping, Payroll 95% Virtual Practice

British Columbia

Opportunity to acquire a profitable semi-virtual accounting and tax practice with a diversified client base. The firm generates strong recurring revenues from bookkeeping, accounting, and payroll,...

$725,000

$725,000

Cash Flow: $227,000

$650,000 Revenue – NE Indianapolis, IN CPA Firm for Sale

Indiana

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The firm was started in 1999 as a partnership but is owned by one CPA presently. . The Firm The firm is very...

Cash Flow: $530,392

Cash Flow: $530,392

$400,000 Revenue – SW Boston, MA Area CPA Firm for Sale

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Cash Flow: $295,641

Cash Flow: $295,641

South of Baltimore Tax and Accounting Practice

Anne Arundel County, MD

This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal...

$650,000

$650,000

Cash Flow: $250,000

Established and Relocatable Health Insurance Book of Business

Fort Lauderdale, FL

Established and relocatable health insurance book of business available for acquisition. Built on a digital-first platform with a streamlined CRM, this agency offers a turnkey operation with strong...

$500,000

$500,000

Cash Flow: $257,442

Profitable E-Commerce Opportunity in the Financial Wellness Niche

Step into a ready-to-run online business offering a curated range of practical financial tools — including anti-theft wallets, premium cash boxes, advanced budgeting journals, and books packed with...

$725,000

$725,000

Cash Flow: $385,000

Rapidly Growing CPA Firm with Young Owner Selling Majority Equity!

South Carolina

• Young, energetic owner committed to staying 10+ years to run and grow the firm. • Selling 70–100% equity, with plans to offer key employees an ownership stake. • 3+ CPAs on staff and over 20...

$10,000,000

$10,000,000

Profitable CPA Practice for Sale – Strong Client Base & Team

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

$346,500

Akber Bhamani

Atlanta Communities

Serving Cobb County, GA

Atlanta Realty Gurus is a growing real estate company in Atlanta. We are specialized in residential, commercial - buying, selling and investments portfolio. Reach out to us for all your real estates need. We strongly believe in our slogan " Buy Smart Sell Fast"

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Established Legal Funding Firm Looking for Partner

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

$2,200,000

Cash Flow: $1,473,572

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in West Los Angeles, CA. The Seller currently provides Tax, Write-up, Business Management and Wealth Management services. This is a partial sale that includes all of the CPA...

$450,000

$450,000

Cash Flow: $189,572

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Michael White

United Franchise Group

Cobb County Tax & Accounting Practice For Sake

Cobb County, GA

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues estimated to be $410,000. • Year-round service mix includes tax (69%), and...

$450,000

$450,000

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...

Cash Flow: $390,009

Cash Flow: $390,009

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

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

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.