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Financial Services Established Businesses For Sale

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Industry Info
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

Savannah Established Tax and Accounting Firm with Staff

Savannah, GA

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 another practice -...

$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

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

Elite Allstate Agency DFW Flower Mound, Texas Book Only

$810,000 - Flower Mound, TX

$810,000

Flower Mound, TX

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

Carolyn Ryan

Main Ascent | Business Brokers & Advisors

Serving Boulder County, CO

We Believe in Entrepreneurs. We Believe in Your Success: If you fail, we fail. So, we are honest from the get-go and provide caring counsel on what part of our services are best suited for you. We Believe in Relationships, Not Transactions: We care about you achieving your goals, not ours. We engage with your business from within, and we enjoy getting to know you, so we can speak in depth on your behalf. We Believe Our Sum is Greater than Our Parts: Two heads are better than one, and three or more are even better! We enjoy a free exchange of ideas and feedback, and you will never be left with only a singular viewpoint. We Believe in Teams: You are never left with only one contact. Our team is kept updated throughout, and a vacation or unexpected emergency will never leave you in the lurch. We Believe in a Cooperative Spirit: We are organized as a Cooperative, because we believe in a democratic approach; that the best way to serve you is for our brokers and advisors to be fully vested in whatever they do.

Contact Me >

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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...

$157,500

$157,500

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

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

Established Insurance Business For Sale

$695,000 - Raleigh, NC

$695,000

Raleigh, NC

Van Daughtry

Van Daughtry Consulting, LLC

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

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

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

Practice Overview 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...

$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

Accounting & Bookkeeping Services Business

Massachusetts

LISTING ID # 36331 This is one of the leading accounting and paralegal service providers in the area, offering full-charge accounting and bookkeeping services that allow business owners to focus on...

$200,000

$200,000

Cash Flow: $80,000

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

297-ATM Empire Generates $570K+ Annually

$1,596,600 - Austin, TX

$1,596,600

Austin, TX

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

Established Medicare & Group Benefits Firm

Deschutes County, OR

With decades of trusted service, this health insurance agency has carved out a strong niche in the Medicare and employer-sponsored benefits space. Its client portfolio has grown organically, driven...

$2,995,000

$2,995,000

Cash Flow: $565,000

Havre, MT CPA Practice

Havre, MT

This well-established CPA Tax & Accounting Practice for sale in Havre, MT has annual gross revenues of approximately $350,000. The practice caters to a loyal, long-term client base and has earned an...

$350,000

$350,000

San Diego CPA Firm for Sale

San Diego, CA

CPA firm for sale in the Scripps Ranch neighborhood of San Diego. This well-established firm sold roughly half of the firm in 2020 in order to reduce the Seller’s workload in anticipation of...

$175,000

$175,000

Cash Flow: $115,413

Well Established East TN Bookkeeping/Tax Prep Practice

Knoxville, TN

This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the...

$100,000

$100,000

Cash Flow: $52,067

25 Year Established CPA Business In Great Location For Sale

Bergen County, NJ

HS Listing ID-67612 Practice over 25 yrs old 60% personal returns.. 40% corporate returns Most clients have been with practice many years . Majority of clients from NY and NJ 95% of returns done...

$849,000

$849,000

Kawartha Lakes, ON, Compilation, Accounting and Tax Practice For Sale

Ontario

Practice for Sale – Established Tax and Accounting Firm We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid...

$535,000

$535,000

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Hybrid CPA Firm with Growing Demand and Strong Cash Flow

Florida

-Cash flow exceeding $200,000 -Located in a fast-growing area -Wait list of new clients This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and...

$625,000

$625,000

Rural NW Missouri Audit & Tax Firm

Missouri

MO1168: This rural NW Missouri Audit & Tax Firm is well established and well known in the area. The firm offers a good fee structure, a nice mix of services and a good cash flow to the owners. The...

$560,000

$560,000

North Broward Well Established Accounting Firm For Sale.

$700,000 - Broward County, FL

$700,000

Broward County, FL

Growing NJ NY Merchant Processing Portfolio - $3,599,000.00

Jersey City, NJ

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,599,000

$3,599,000

EBITDA: $720,000

Amazing NY Merchant Portfolio - $3,600,0000 for $725,000 Net Income

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

$3,600,000

Cash Flow: $725,000

$515,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Cash Flow: $155,232

Not Disclosed

Cash Flow: $155,232

$625K (Revenue) Broward County, Florida – CPA Practice for Sale

Broward County, FL

OVERVIEW ABA Advisors represents this CPA practice located in Broward County, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE...

Not Disclosed

Cash Flow: $312,339

Not Disclosed

Cash Flow: $312,339

Established Business - Ready to Grow!

Albuquerque, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $100,000 in dependable recurring revenue from renewals alone,...

$180,000

$180,000

Cash Flow: $40,000

CPA Practice for Sale – Perfect for Growth-Minded Professional

Bergen County, NJ

Opportunity for individual or small cpa firm to purchase a south bergen county practice. Practice has strong cash flow and loyal clientele. Work includes personal/business/sales tax returns, payroll...

$200,000

$200,000

Cash Flow: $135,000

Firmly established insurance agency in East Texas

Texas

Great opportunity in a growth rich area and at a great time, with a company that is focused on exponential growth in 2025-2026. That translates to aggressive pricing in the marketplace. This a "name...

$400,000

$400,000

Cash Flow: $150,000

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.