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financial services for Sale
Similar businesses sell at 1.4x to 6.9x SDE. Compare live listings and connect with sellers.
28 results
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Accounting & Tax Practices
Accounting & Tax Practices
A Highly Specialized, U.S.-based Accounting and Tax Advisory firm
Marietta, Washington County, Ohio, United States
Marietta, Washington County, OH, US
A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation, and high-value advisory engagements with referral-based revenue opportunities. With operations dating back to 1999, the firm has intentionally maintained a boutique model, prioritizing deep client relationships and personalized service over volume.
-Asking Price
$1,695,000Revenue
-Cash Flow
Insurance Agencies
Insurance Agencies
Turnkey Independent Agency | Medicare Focused
Cook County, Illinois, United States
Cook County, IL, US
Established in 2015, this independent insurance agency provides comprehensive health and Medicare insurance solutions across the Chicagoland area. Operated solely by the owner-agent, the business has built strong relationships with a broad network of reputable insurance carriers, enabling it to offer tailored coverage options to a diverse client base. The agency’s revenue is primarily driven by Medicare products, supported by additional income streams from life insurance and group insurance policies. It’s focused niche, recurring client needs, and strong carrier access position the business for continued stability and growth. Designed for flexibility, the operation is easily relocatable and well-suited for a home-based setup, offering low overhead and scalability for a new owner. Financial Highlights: • Sellers Discretionary Earnings (SDE): $94,000 • List Price: $350,000 This turnkey opportunity is ideal for a licensed agent seeking an established book of business or an existing agency looking to expand within the high demand senior insurance market
$350,000Asking Price
-Revenue
-Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
8386 - High-Performing Tax & Accounting Business in Houston
Houston, Texas, United States
Houston, TX, US
Business is a Two for One healthy, high performing Accounting and Tax practice serving upper tier main street and lower mid-market businesses. The operations exceed client expectations with experienced accountants and CPA who support monthly, quarterly, and annual reporting services as well as financial consulting and support start-up entrepreneurs. Financial & Operational Strength: • 92% client retention rate • 11% year-over-year growth Market Reputation & Location: • 4.9-star average review rating • 8 years established in an affluent Energy Corridor location, ensuring a seamless transition The franchise system offers classroom training, protected territory, and access to established tax software and client systems. This opportunity is ideal for entrepreneurs seeking a high revenue seasonal business allowing for family time during the slower months and consistent recurring revenue for stable practice growth.
$510,000Asking Price
$448,600Revenue
$220,439Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
Bookkeeping, Payroll & Tax Practice (EA, Non-CPA), ~$1.2M Adjusted Ear
North Carolina, United States
NC, US
This is a rare opportunity to acquire a 40-year-old bookkeeping, payroll, and tax practice in the Southeast with financial performance that speaks for itself: $1.5M in 2025 revenue, approximately $1.2M in adjusted EBITDA, and roughly 98% annual client retention. Importantly for buyers, this is an Enrolled Agent practice, not a CPA firm. The EA credential itself is exam-based with no degree requirement, so a buyer can build licensed capacity internally rather than hire into the constrained CPA market. A second-generation successor is already in the business. The practice serves 100+ closely held business clients on flat monthly retainers covering bookkeeping and payroll, with tax preparation for the businesses and their owners layered on top. Roughly $1M of revenue is recurring monthly billing. Client relationships span decades, and losses average only two to three clients per year, typically a business closing rather than a competitive switch. Every client has come through referral. The practice has never done marketing and currently turns away demand to protect service quality, leaving obvious growth for a buyer through basic marketing, annual price adjustments, and added licensed capacity. The books are clean, there is no debt, and no liabilities transfer at close. The owner, selling for retirement planning, will remain through a transition of one year or longer to ensure a smooth handoff of relationships.
-Asking Price
$1,540,000Revenue
$1,290,000Cash Flow
Insurance Agencies
Insurance Agencies
Broward Insurance Franchise
Pembroke Pines, Broward County, Florida, United States
Pembroke Pines, Broward County, FL, US
Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including auto, home, commercial, and specialty insurance, supported by strong carrier relationships and a loyal, diverse client base. Bilingual service drives consistent referrals and repeat business. Revenue is generated through commissions and renewals, creating stable, recurring income. The operation is well-positioned for growth through expanded marketing, cross-selling, and additional product lines. Ideal for an owner-operator looking for an established presence with immediate cash flow in the South Florida insurance market. 2025 Commissions $450k. Purchaser pays for transfer fee. Must have a 220 license.
$550,000Asking Price
$451,599Revenue
$130,444Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
ADD-ON Opportunity / Chicago Accounting Practice /~$0.48MM Adj. EBITDA
Chicago, Illinois, United States
Chicago, IL, US
ADD-ON Opportunity / Chicago Tax & Accounting Business / Recurring Financial Services / LTM ~$1.09MM Revenue / ~$0.48MM Adj. EBITDA Company Overview The Company is a full-service tax and accounting firm serving the Chicago metropolitan market. Founded in 2022, it provides tax preparation and planning, bookkeeping, financial statement preparation, payroll, sales and use tax compliance, and entity advisory services to individuals and small and midsized businesses. The Company has scaled through organic client growth and the successful integration of an acquired book of business in 2024. Its technology-enabled operating model supports approximately 700 annual tax returns across roughly 455 unique client relationships. Approximately 30% of revenue is generated through recurring monthly and quarterly engagements, while the remaining revenue is primarily derived from re-occurring annual tax services with historically strong retention characteristics. The business benefits from a diversified client base, broad service penetration, and limited customer concentration. A cloud-based practice management platform centralizes client communications, documentation, billing, and workflow management, enabling the Company to operate with six full-time employees plus seasonal filing-period support. Key KPIs LTM revenue: $1.09 million FY2023-FY2025 revenue CAGR: approximately 58% LTM normalized Adjusted EBITDA: $483,000 LTM normalized Adjusted EBITDA margin: 44.5% Annual tax returns: approximately 700 Unique client relationships: approximately 455 Recurring monthly and quarterly billing: approximately 30% of revenue Largest client concentration: 7.7% of revenue Top client relationships: 15.9% of revenue Full-time employees: six, plus seasonal staff Funded debt: $0 Normalized Adjusted EBITDA includes a $135,000 provision for market-rate replacement management.
-Asking Price
$1,090,000Revenue
$483,000Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
Bookkeeping and Accounting firm with over 15 years of history
New York, United States
NY, US
This well-established firm located in a large metro area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients. • Diverse, sticky client base including small nonprofits, government contractors, and service-based businesses • Fully virtual operations supported by established systems, workflows, and infrastructure • Strong digital presence with proven marketing channels • Scalable platform suitable for add-on growth or portfolio acquisition • Ideal for an owner-operator or strategic buyer seeking predictable cash flow with minimal operational burden This is a low-touch, high-margin business with durable revenue and limited customer concentration risk. Listing Type: Flat Fee Listing ID: 26385 www.listbizforsale.com
$1,200,000Asking Price
$932,700Revenue
$368,299Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
Tech-enabled tax, bookkeeping & compliance for real estate pros
Confidential
Confidential
Profitable, tech-enabled direct-to-consumer (DTC) tax management and virtual accounting platform serving independent real estate agents, investors, licensed professionals, and high‑service small businesses. Fully remote asset-sale carve‑out generating approximately $5.1M annual net revenue (≈ $4.6M recurring) with ~$2.5M adjusted contribution EBITDA on a fully burdened standalone basis. Included: established consumer brand and DTC marketing assets; active client contracts and recurring subscription base; documented operations and client‑success playbooks; experienced remote team; and continued commercial access to the seller’s proprietary delivery platform via a scalable license agreement. Buyer opportunity: Parent is divesting a high‑margin, recurring business to refocus on B2B technology and professional services. This is a low‑risk, Day‑1 go‑to‑market acquisition with predictable recurring revenue, immediate ARPU uplift opportunities through tiering and add‑ons, and customary non‑use/rebrand protections. Ideal buyers: accounting firms, bookkeeping consolidators, or growth‑oriented operators seeking stable cash flow and plug‑and‑play scale. Platform & licensing: Seller retains a proprietary delivery platform (5+ years’ development). Clients continue on-platform under a commercial, scalable license (per‑client and/or revenue‑linked), preserving high gross margins and minimizing transition friction. Platform capabilities include accounting/document management, owner payroll, monthly bookkeeping and reviews, quarterly tax estimates, annual close, business tax preparation/filing (1120S & Schedule C), customer management tools, Slack integration, and knowledge‑base upkeep. Platform costs are included in the carve‑out P&L. Optional add‑ons: 1040s, 1099 management, non‑owner payroll, entity renewals, notices, AI chat/support. Licensing terms negotiable and to be memorialized in the LOI. Transition support: Up to 90 days of reasonable post‑closing assistance (client handoffs, leadership availability, technical onboarding). Core services: business & personal tax preparation and filing (1120S, Schedule C, 1040), year‑round tax planning, entity formation and S‑Corp/LLC structuring, monthly bookkeeping and reconciliations, payroll processing, retirement plan administration, benefits coordination, and bank/account integrations. Technology Stack: Core Operations: Tax & Accounting: CCH Axcess (tax preparation), Xero (accounting software), Safe Send Returns (tax return signatures), Hurdlr/Tight (bookkeeping ledger/API) CRM & Client Communication: HubSpot (CRM), Zoom (video calls/webinars) Document Management: Citrix ShareFile (client document storage), OneDrive (internal file storage) Collaboration & Communication: Slack (internal messaging), Microsoft Teams (video meetings), Notion (documentation/project tracking), Google Workspace (email/collaboration) Security: LastPass (password management) Payroll: Gusto (US payroll), Humi (Canada payroll), GEP/Gusto Embedded Payroll (product integration) Business Tools: Microsoft Outlook (email), Chrome (browser) Sales & Marketing: Nooks (dialer) Salesroom (demo recording) Zoom Revenue Accelerator (call recording) Sakari (SMS messaging) Client-Facing: Proprietary branded app (client portal) Stripe (payment processing) Key value drivers: scalable unit economics, recognizable brand, seasoned remote team with repeatable playbooks, clear ARPU expansion paths, flexible integration or standalone growth options. Full diligence materials and financial workbooks available to qualified buyers upon profile submission and management approval.
-Asking Price
$5,113,770Revenue
$2,538,103Cash Flow
Insurance Agencies
Insurance Agencies
Franchise Insurance Agency Dade
Miami, Miami-Dade County, Florida 33161, United States
Miami, Miami-Dade County, FL 33161, US
Established Franchise Auto Insurance agency located in NE Dade. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including Std/Non Std auto, home, commercial, and specialty insurance, supported by strong carrier relationships and a loyal, diverse client base. Bilingual service drives consistent referrals and repeat business. Revenue is generated through commissions and renewals, creating stable, recurring income. The operation is well-positioned for growth through expanded marketing, cross-selling, and additional product lines. Ideal for an owner-operator looking for an established presence with immediate cash flow in the South Florida insurance market. 350k+ Commissions. Purchaser pays for transfer fee. Must have a current 220 license and be planning to work in the existing franchise. This is not a book that can be transferred to another agency (must stay as a franchise)
$400,000Asking Price
$356,371Revenue
$115,315Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
EA Practice South of Portland in Clackamas County, Oregon
Clackamas County, Oregon, United States
Clackamas County, OR, US
This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional services to both individual and business clients throughout Oregon, Washington, and nearby states. With the oversight of a highly experienced Enrolled Agent, the business is recognized for its personalized service and emphasis on building long-term, trust-based client relationships. The practice delivers a broad range of accounting and tax solutions, including tax preparation and planning, general accounting, payroll support, business consulting, and representation before tax authorities.
$1,595,000Asking Price
$1,436,505Revenue
-Cash Flow
Market Snapshot
National transaction benchmarks for financial services businesses.
Under $500K
Median revenue$227k
Median cash flow$102k
Median sale price$200k
Multiple range1.4x - 2.5x
$500K to $2M
Median revenue$793k
Median cash flow$310k
Median sale price$875k
Multiple range2.1x - 4.0x
Over $2M
Median revenue$2.40m
Median cash flow$733k
Median sale price$3m
Multiple range3.7x - 6.9x
A variety of factors can cause businesses to trade outside this range, including earnings quality, operational transferability, key-person risk, growth trajectory, and geography, so a listing priced above or below the typical multiple usually reflects real differences in the underlying business.
What to know about financial services acquisitions
GW
Cofounder & CEO
Key diligence, valuation, financing, and transition considerations for buyers evaluating financial services acquisitions.
Confirm the licenses and carrier appointments transfer
A CPA firm, agency, or registered advisory carries credentials and appointments that may not pass automatically; verify what you must hold or re-apply for.
Separate recurring revenue from project revenue
Monthly retainers and renewing policies are worth more than seasonal tax work; get the split in writing.
Look hard at client and carrier concentration
A few large accounts or one dominant carrier can carry the business — and walk. Quantify the exposure.
Check compliance and liability history
E&O claims, regulatory exams, and audit findings are liabilities you may inherit; review coverage and open matters.
Plan for the transition of trust, not just the keys
Clients stay because they trust a person — negotiate a transition period, introductions, and non-competes.
Frequently Asked Questions
Answers to common buyer questions for this market.
Yes, recurring, high-margin revenue is exactly what lenders want. Expect scrutiny of client retention, the owner's role, and license transfer; a documented transition plan makes it far easier.