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Financial Services Businesses For Sale

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Industry Info
$2.5M EP Independent Personal Lines Insurance Agency in Louisiana!

Louisiana

This established independent personal lines insurance agency represents a compelling acquisition opportunity in the Louisiana market, generating $2.5 million in estimated premiums. The agency has...

$927,000

$927,000

The Only Pawn and Gun Shop In Hobe Sound

Martin County, FL

Charming Hobe Sound Pawn Shop for Sale – A Golden Opportunity with Heart Nestled in the heart of beautiful Hobe Sound, this beloved neighborhood pawn shop is more than just a business—it’s a trusted...

$65,000

$65,000

Immediate Revenue Stream - Establish Bookkeeping Practice

Duval County, FL

Founded in 1997 this well established Enrolled Agent (EA) practice boosts the highest IRS credential specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns. This...

$80,000

$80,000

Cash Flow: $71,919

$5M EP Allstate Agency in Cary, NC For Sale!

Cary, NC

Established award winning $5.3 million dollar agency is located in the great town of Cary NC! This turnkey PRO agency is located in the heart of a great small town community. Agency consists of a...

$1,230,000

$1,230,000

Turn-Key $3.8M Premium Farmers Insurance Agency – $30K Monthly Revenue

Dakota County, MN

ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL BASED BUSINESS THAT YOU CAN SCALE WITH AN EXIT STRATEGY? Buy a turnkey Farmers Insurance Agency for sale in Burnsville, MN. Asking...

$625,000

$625,000

Cash Flow: $301,000

$1.06M Rev – Outsourced CFO & Controller Services

Placer County, CA

A boutique, U.S.-based advisory firm providing outsourced controller, accounting and CFO services to venture-backed SaaS, biotech and life-science companies. The company operates a 100% remote,...

Not Disclosed

EBITDA: $460,823

Not Disclosed

EBITDA: $460,823

Fort Smith Area Tax & Accounting Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $185,000! • Service mix includes...

$215,000

$215,000

Specialized Virtual Firm Serving TV, Film & Content Creators

Minnesota

-Owner hours less than 2,000 -Strong niche in TV and film production -Fully staffed leaving the owner to focus on growth This fully virtual accounting firm has established a strong niche serving...

$800,000

$800,000

Established Independent Contractor Network

San Diego County, CA

Since the Company was founded 35 years ago, it has invested in building out an independent contractor network and associated technology platform that are now well established and continue to generate...

Not Disclosed

EBITDA: $456,000

Not Disclosed

EBITDA: $456,000

Yuma AZ CPA Practice for Sale

Yuma County, AZ

• The owner is a CPA • This practice was established in 1981 • Tremendous growth potential for an ambitious new owner • Software in use includes Lacerte, QuickBooks, RIA Checkpoint • Approximately...

$240,000

$240,000

Cash Flow: $192,000

Northwest Montana CPA Practice

Montana

This highly-profitable CPA Tax & Accounting Practice for sale in Northwest Montana has annual gross revenues of approximately $990,000. Dedicated to providing first-rate customer experience, this...

$1,390,000

$1,390,000

Federal Way, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 1976 • Software in use includes Intuit ProSeries • Approximately $27,540 in annual revenue, via bookkeeping (9 clients) • Approximately $5,000...

$250,000

$250,000

Cash Flow: $81,400

Silverton, OR CPA Practice for Sale

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes Lacerte and QuickBooks • Approximately $17,800 in annual revenue, via bookkeeping (12 clients) • Approximately...

$1,000,000

$1,000,000

Cash Flow: $519,942

Thriving Tax & Accounting Firm – 20 Years of Consistent Growth

$1,700,000 - Lakeland, FL

$1,700,000

Lakeland, FL

Executive Franchise Opportunity – Help Business Owners Exit - Portland

Portland, OR

Are you an entrepreneur looking for your next big opportunity? Business brokerage could be the perfect fit. This established Portland territory is backed by a 30+ year national franchise with a proven...

$54,000

$54,000

Established CPA Firm with Succession Opportunity in North Carolina!

North Carolina

-2025 projections $1,100,000 -Seller open to creative purchase structures -Poised for future success Founded in 1963 as a family-run practice, this well-established two-partner CPA firm has built a...

$1,000,000

$1,000,000

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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Established CPA Firm with Strong Tax Expertise in West Denver Metro

Colorado

-Cash flow to owners at $396,000 -2025 projected at $1.1 million -Fully staffed Located in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal...

$1,250,000

$1,250,000

Sale Pending - Savannah Established Tax and Accounting Firm with Staff

Savannah, GA

SALE PENDING Imagine walking into your own established tax and accounting practice in beautiful Savannah, where you'll find a thriving business that's already built for success. This isn't just...

$795,000

$795,000

Cash Flow: $225,000

Established Allstate Insurance Agency for Sale in NH

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

$1,050,000

Northeast Ohio - Beachwood area

Beachwood, OH

• Well established, single owner CPA practice • 64% tax preparation, 23% accounting, 13% tax planning/consulting • Avg 1040 fee ~ $1,000; avg business return ~ $1,500 • Strong staff in place,...

$2,700,000

$2,700,000

Southwest Frederick County, MD CPA Practice

Frederick County, MD

This well-established CPA Tax & Accounting Practice for sale in Southwest Frederick County, MD has annual gross revenues of approximately $559,000. The growing practice has no competition in the...

$595,000

$595,000

Established Insurance Agency For Sale - Home, Auto, Business, Life

Waterford, CT

Full service Insurance Agency - Home, Auto, Business, Life, Medicare. Established,...

$250,000

$250,000

Forensic Motor Vehicle Experts Supporting Insurance and Legal Matters

Suffolk County, NY

This business conducts expert forensic evaluations of motor vehicles to support legal disputes, insurance investigations, and criminal cases. Operating in a narrow and specialized segment of the...

$890,000

$890,000

Cash Flow: $275,000

Consulting & Advisory Franchise – Business Brokerage – Connecticut

Connecticut

An established business broker territory is now available in Connecticut. Supported by a 30 year + national franchise with a proven track record, you’ll benefit from full training, marketing, and...

$54,000

$54,000

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

$825,000 - San Antonio, TX

$825,000

San Antonio, TX

Far North Dallas, TX CPA Practice for Sale

Dallas, TX

This well-established CPA practice for sale is desirably located in far North Dallas, TX and has annual gross revenue of approximately $1,049,000. The firm has earned an excellent reputation for...

$1,050,000

$1,050,000

Cash Flow: $401,073

Established Business Broker Franchise – Southern California

San Diego County, CA

Serial Entrepreneur? This could be your ideal business. Backed by a 25 year + established national franchise, you’ll have access to training, systems, marketing, and support from day one. Operate...

$54,000

$54,000

Executive Consulting Franchise – Business Sales – Houston, TX

Houston, TX

Looking for your next big opportunity? Step into a business that’s backed by a national franchise with decades of experience, proven systems, and world-class training. This professional service model...

$54,000

$54,000

Executive-Level Franchise – Help Owners Exit Businesses – Northern VA

Virginia

Serial Entrepreneur? Selling businesses could be the perfect opportunity for you! This established territory is backed by a long-standing national franchise with a proven system, world-class training,...

$54,000

$54,000

Established Business Broker Franchise - Philadelphia, PA

Philadelphia, PA

Entrepreneurs wanted! This opportunity offers you the chance to run a professional business backed by a 27 year + national franchise with a strong reputation, proven systems, and comprehensive...

$54,000

$54,000

Central Ohio - NE of Columbus Practice for Sale

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

$675,000

Central Ohio - East of Columbus Practice for Sale

Franklin County, OH

• Well established, single owner CPA practice in a desirable Columbus suburb • 68% tax preparation, 29% accounting & payroll, 3% other • Accounting work includes some attest – buyer must be able to...

$535,000

$535,000

Home-Based and Profitable Accounting Firm

Union County, NJ

LISTING ID # 37182 Attention all Accountants!! Do you have any idea how hard it is to get 250 new solid profitable clients? Here is a unique opportunity to buy a book of 250 potential new clients from...

$150,000

$150,000

Cash Flow: $78,000

Dallas TX Profitable Tax Preparation Franchise

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$152,500

$152,500

Commission Advance for Realtors Franchise - NJ and NY

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$800,000

$800,000

Cash Flow: $400,000

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

$41,000 - New York, NY

$41,000

New York, NY

San Jose CPA Firm for Sale

San Jose, CA

CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the...

$775,000

$775,000

Cash Flow: $365,959

$600,000 (Rev) Eastern Bucks County, PA Tax & Accounting Firm for Sale

Newtown

Overview - ABA Advisors represents this tax & accounting and payroll practice located in the Eastern Bucks County area of Pennsylvania. The owner is a CPA and is of retirement age, wishes to sell &...

$775,000

$775,000

Cash Flow: $369,731

Arkansas Audit and Tax Firm

Arkansas

AR1174: The sellers of this audit and tax firm based in Arkansas are ready to retire and are seeking CPA buyers with experience performing GAS audits or Uniform Guidance audits. The practice can...

$900,000

$900,000

Farmers Insurance for Sale in Connecticut- Turn-Key

Hartford County, CT

Farmers Insurance Company for Sale in Connecticut. The company sells insurance products and services: home, auto, business, condo, renters, life, landlord, vacant properties, special events ,bonds...

$220,000

$220,000

Cash Flow: $55,787

Profitable Turnkey Check Cashing Store- Lackawanna County PA

Lackawanna County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$295,000

$295,000

Cash Flow: $133,472

Successful Turnkey Check Cashing Store - Heart of Delco PA

Delaware County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location in a highly populated neighborhood. The staff is reliable and has experience in...

$395,000

$395,000

Cash Flow: $249,379

Turnkey Lucrative Check Cashing Store- New Castle County Delaware

New Castle County, DE

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$495,000

$495,000

Cash Flow: $287,756

Southeastern MA Virtual Book of Tax Clients for Sale

Massachusetts

- 2025 annual gross revenues: approximately $279,000. - Revenue is derived exclusively from business & individual tax clients. - Operates with minimal overhead and a solid fee structure. - Owner...

$360,000

$360,000

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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Rare Allstate Hall of Fame Agency -$6.7M Book | Dual-State ID/OR

Meridian, ID

This is a unique opportunity to acquire a highly successful 39-year Hall of Fame Allstate agency with a $6.7 million personal lines book of business, providing strong recurring revenue and immediate...

$2,000,000

$2,000,000

Eastern Panhandle of West Virginia CPA Practice

West Virginia

This reputable CPA practice for sale is located in the center of the rapidly growing Eastern Panhandle Area of West Virgina and has annual gross revenue of approximately $565,000. The firm serves a...

$685,000

$685,000

Cash Flow: $190,240

Established 40 yr CPA Tax and Accounting Practice - Cuyahoga Falls, OH

$225,000 - Cuyahoga Falls, OH

$225,000

Cuyahoga Falls, OH

St. George, UT CPA Practice

Saint George, UT

This well-established yet growing CPA Tax & Accounting Practice for sale in St. George, UT has annual gross revenues of approximately $999,000. The practice caters to a loyal, high-quality client base...

$1,200,000

$1,200,000

$800K (Revenue) Central New Jersey – CPA Firm for Sale

New Jersey

OVERVIEW ABA Advisors represents this CPA practice located in Central New Jersey. The seller is willing to provide transitional assistance to the buyer to help ensure client retention and could be...

Not Disclosed

Cash Flow: $450,683

Not Disclosed

Cash Flow: $450,683

Sale Pending - $1,650,000 Virtual Niche Accounting & Tax Practice

Philadelphia County, PA

SALE PENDING This two-partner practice has had excellent organic growth averaging 38% over the past three years and the firm is well staffed to absorb continued growth. The firm is 95%+ virtual and...

$2,800,000

$2,800,000

Cash Flow: $381,086

Virtual Bookkeeping and Accounting Firm

Florida

Well-established bookkeeping firm in Southwest Florida, with over 15 years in business and a strong nationwide presence. The company operates entirely virtually, with a seasoned team in place—making...

$1,500,000

$1,500,000

Cash Flow: $368,399

Established Tax and Bookkeeping Practice in Wilmington, NC

ESTABLISHED TAX AND BOOKKEEPING PRACTICE - WILMINGTON, NC This well-established accounting practice, operating since 1999, presents an exceptional opportunity for an experienced or new tax...

$265,000

$265,000

Cash Flow: $125,000

Midtown Atlanta Tax & Accounting Practice For Sale

Cobb County, GA

• Owner is looking for a career change and is available for transitioning as agreed with buyer. • 2025 gross revenues are estimated to be around $250,000! • Primarily a tax practice with some monthly...

$285,000

$285,000

West of OKC CPA Practice For Sale

Oklahoma

• Seller retiring, but willing to assist with client transition with buyer. • Revenues going forward to be around $190K due to discontinued audit work by seller. • Staff in place and seller believes...

$210,000

$210,000

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.