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Financial Services Businesses For Sale

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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

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

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

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

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

British Columbia

PRICE REDUCED TO $345,000 FROM $375,000 Service Breakdown: - T1 Personal Tax Returns: Approx. 1,193 returns annually - T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional...

$345,000

$345,000

$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

Not Disclosed

Cash Flow: $448,502

$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

Not Disclosed

Cash Flow: $176,567

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

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

ACA Health Insurance Agency - 800 Clients - 20k/Month in Revenue

$192,000 - Tampa, FL

$192,000

Tampa, FL

Accounting Practice for Sale in MA

East Longmeadow, MA

Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual...

$375,000

$375,000

Cash Flow: $167,000

South Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $360,000! • Year-round service mix includes tax (58%)...

$400,000

$400,000

John Hawke

SpringBoard Pool Route Brokers

Serving Sacramento County, CA

Pool Service Industry Experts Specializing in Pool Route Sales. Buy through SpringBoard PRB We specialize in selling pool service accounts and we are excellent at what we do. We have experience that counts. We are a Licensed Broker firm and are more than qualified to answer any questions and assist you with the purchase of a pool service route. We offer unlimited consulting support after the sale. We give you the Pool Business in a Box – FREE. Sell Through SpringBoard PRB We help you evaluate the accounts you are selling to get you what they are worth. Our proven internet and print media marketing campaign will give you a fast and easy sale of your pool route accounts. We have experience that counts. We are a Licensed Broker and have held a C61 Pool & Spa Contractors license. We are more than qualified to answer any questions you have about the sale of your route. We pre-qualify all potential buyers. We contact and qualify every potential buyer. We verify that the buyer has the funds and the desire to purchase. We only work with Cash Buyers. We never ask you for any upfront fees. We earn our commission by only getting paid after your pool route sale closes. We handle the escrow process to ensure a smooth transaction. We provide the appropriate paperwork to complete the sales transaction. Confidentiality is our priority. Your name and contact information are not known until you disclose it to the qualified buyer. We are a neutral third party that will help with any disputes between the buyer and seller.

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East Valley AZ CPA Practice for Sale

Maricopa County, AZ

• The owner is a CPA • Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area • Software in use includes Pro Series, Accounting XPert, QuickBooks • Approximately...

$620,000

$620,000

Cash Flow: $187,000

$1.2M CPA Practice near Des Moines IA

Polk County, IA

Geographic Location: Story County Here’s your chance to own a high-quality CPA practice. Buying has never been easier. A flexible seller and a strong community reputation make it possible. We’ll walk...

$1,250,000

$1,250,000

Tax & Bookkeeping Practice for Sale Orange County

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

$240,000

Cash Flow: $99,688

Profitable CPA Firm Netting $250K+

Tippecanoe County, IN

This is a well-established and highly reputable CPA practice located in the Lafayette, Indiana area. The firm has built a strong reputation for providing quality accounting, tax, and advisory services...

$458,300

$458,300

Cash Flow: $258,420

Reasonably Relocatable Tax & Accounting Practice In Tippecanoe County

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

$136,109

West Houston CPA Firm For Sale

Harris County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue are anticipated at $270,000! • The service mix is a balance of both tax and...

$315,000

$315,000

North OKC Metro CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer as needed during transition. • Yearly revenues around $174,000. • Key employees in place and ready to work for new owner. • Large office space available...

$210,000

$210,000

Northwest Metro Detroit Accounting, Audit, & Tax Practice

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

$1,950,000

Credit Card processing portfolio for sale. Easy to run

$359,000 - Los Angeles, CA

$359,000

Los Angeles, CA

Elite 30+ Year Allstate Agency – Anchorage, Alaska Area

Anchorage County, AK

This established, high-performing agency has been serving the Anchorage community for over three decades and continues to show impressive growth. With 8,336 policies in force, an outstanding 88.99%...

$3,700,000

$3,700,000

Cash Flow: $572,229

$540,000 Revenue – Roswell, GA Virtual Tax Practice for Sale

Roswell, GA

Overview ABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This provides a significant opportunity for a buyer to...

Not Disclosed

Not Disclosed

Cash Flow: $250,000

Swiss Listed Investment Group

Geneva

A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million. There is the...

$272,000,000

$272,000,000

Vintage Swiss Trust Company Para-Banking License

Zug

This is a rare opportunity to acquire a fully licensed, vintage Swiss Trust Company with a Para-Banking license. Incorporated in 1967 in Zug, Switzerland, this company offers a turnkey solution for a...

$2,000,000

$2,000,000

Swiss FINMA Regulated Trust Company

Geneva

This is a unique opportunity to acquire a Swiss FINMA Regulated Trust Company based in Geneva. The firm is a limited company (“Société anonyme”) registered in Geneva, Switzerland, it is fully...

$750,000

$750,000

High Margin | 57 Location ATM Route | BC

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed

Not Disclosed

EBITDA: $128,000

Little Rock CPA Firm

Little Rock, AR

AR1172: The owners of this CPA firm in Little Rock are approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and a large number of business clients, the firm provides...

$575,000

$575,000

Reno NV CPA Practice for Sale

Washoe County, NV

• The owner is a CPA • This practice was established in 2019 • Great opportunity for a firm to establish a Reno presence • Skilled team in place to assist with transition and daily operations •...

$910,000

$910,000

Cash Flow: $300,000

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

Priced to Sell Fast - B2B Franchise With Transferrable Territories

$50,000 - Durham, NC

$50,000

Durham, NC

Trusted Accounting & Consulting Firm with 50+ Years of Experience

Travis County, TX

With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team...

$600,000

$600,000

Cash Flow: $234,944

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

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

Executive Franchise Opportunity – Business Brokerage | Portland, OR

Portland, OR

Step into a proven business brokerage franchise and play a vital role in helping business owners successfully transition out of their companies. This exclusive Portland territory is part of a...

$54,000

$54,000

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 -both partners willing to stay on after closing -Fully staffed Located in a highly desirable area of the West Denver Metro, this...

$1,250,000

$1,250,000

Consulting & Advisory Franchise – Business Brokerage – Connecticut

Connecticut

An established business brokerage territory is now available in Connecticut. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system, this...

$54,000

$54,000

Established Business Brokerage Franchise Opportunity – So. California

San Diego County, CA

Ideal for a seasoned entrepreneur or executive, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of Southern California’s most...

$54,000

$54,000

Established Business Brokerage Franchise Opportunity – Houston, TX

Houston, TX

Step into a high-demand professional services business backed by a nationally recognized franchise with decades of experience, proven operating systems, and world-class training. This opportunity...

$54,000

$54,000

John Hong

Texas Legacy Realty

Serving Denton County, TX

At Texas Legacy Realty, our Business Brokerage team helps entrepreneurs, investors, and business owners successfully buy and sell businesses across Dallas and North Texas. With bilingual support and a deep understanding of the local market, we provide strategic guidance every step of the way — from valuation to closing. We are dedicated to helping you grow wealth, create lasting impact, and build your legacy through integrity, excellence, and proven results. 01. Tailored Strategies We develop custom strategies based on your unique business goals and industry, identifying high-value opportunities others may overlook. 02. Start-to-Finish Expertise From business search to post-deal support, we manage every stage to ensure smooth and successful transaction. 03. Data-Driven Valuations We use advanced tools and market analysis to provide accurate valuations and insights that strengthen your negotiating position. 04. Communication & Cultural Insight We use advanced tools and market analysis to provide accurate valuations and insights that strengthen your negotiating position. 05. Trusted Local Network Our connections with attorneys, lenders, CPAs, and franchise partners across Dallas give your deal a powerful advantage.

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Executive Franchise Opportunity – Business Brokerage | Northern VA

Virginia

Designed for experienced entrepreneurs and executives, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of the most desirable...

$54,000

$54,000

Established Business Brokerage Franchise Opportunity - Philadelphia

Philadelphia, PA

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the Greater Philadelphia market. Backed by a nationally...

$54,000

$54,000

Exclusive Collateral Lending 120%-240% Annual Yield -Exclusive License

$1,250,000 - St. Louis County, MO

$1,250,000

St. Louis County, MO

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

$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

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

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

New Jersey

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Central New Jersey. The seller is willing to provide transitional assistance to the buyer...

Not Disclosed

Not Disclosed

Cash Flow: $450,683

Buy or Sell a Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed323
Median Asking Price$474,000
Median Reported Revenue$422,725
Median Reported Seller's Discretionary Earnings$197,376
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$474,000$917,500

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$231,390$118,773
Median$422,725$197,376
Upper Quartile$867,500$350,728

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller’s discretionary earnings of Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile0.981.88
Median1.222.51
Upper Quartile1.673.29
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $474,000, though prices range from under $250,000 to well over $917,500.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $422,725 and owners earn a median of $197,376, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses, revenue multiples range from 0.98 to 1.67, with a median of 1.22. Earning multiples range from 1.88 to 3.29, with the median at 2.51. This means the typical Financial Service Business may ask for around 1.22 times its annual revenue, and 2.51 times its annual owner earnings.

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