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Other Financial Services Businesses For Sale

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Well-Established CPA Practice - Northern Indiana

Indiana

Business Overview This is a rare opportunity to acquire a well-established, full-service CPA practice in Northern Indiana with a proven track record and a loyal, long-standing client base. With 2025...

$592,507

$592,507

Phelps County CPA Practice For Sale

Phelps County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $495,000! • Service makeup consists of accounting (53%), tax...

$565,000

$565,000

Virtual Roseville, California CPA Practice for Sale

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

$1,750,000

Cash Flow: $594,000

Turnkey CPA Practice – Northwest Indiana | $435K Revenue

Indiana

Business Description: This well-established and highly regarded CPA practice located in Northwest Indiana is now available for acquisition. The practice projects $435,550 in 2026 revenue, diversified...

Not Disclosed

Not Disclosed

Cash Flow: $197,594

Boulder County CO CPA Practice for Sale

Boulder County, CO

- Well established, two-partner practice serving individuals and businesses - 99% Tax Compliance, Planning, and Consulting (47% Individual; 47% Business; 6% Fiduciary); 1% Bookkeeping - Cashflow to...

$875,000

$875,000

Established Success: A Rare Opportunity For a Tenured Allstate Agency

Queen Anne's County, MD

This tenured agency combines massive scale with superb performance metrics, making it one of the most attractive books on the market today. The Numbers at a Glance: Total Premium: $6,611,100 2025...

$1,320,000

$1,320,000

Incredible NJ 48 ATM Processing Route - $265,000

Jersey City, NJ

Transform your investment into a lucrative passive income stream with this exceptional 48-ATM processing portfolio generating $64,807 annually in net profit. You'll enjoy hands-off ownership while...

$265,000

$265,000

EBITDA: $64,807

Highly Profitable CPA Practice - NW Indiana Grossing $800k

Indiana

Business Description: This well-established, highly profitable CPA practice located in Northwest Indiana is now available for acquisition. The practice generated $800,039 in 2025 revenue, with a...

Not Disclosed

Not Disclosed

Cash Flow: $278,223

Highly profitable 13 ATM Michigan Route $90,000 Cash Flow - $300,000

Grand Rapids, MI

Michigan ATM Route - ATM business for sale $300,000 Easy to operate ATM portfolio of 13 ATMs in Michigan. The portfolio has averaged $7,500.00 in monthly Gross Profit in the last 6 months. 13 ATMs...

$300,000

$300,000

Cash Flow: $90,000

Amazing Hands Off 73 ATM NYC Portfolio - $438,000

New York, NY

New York, NY ATM Route. ATM portfolio for sale $438,000! This great hands-off ATM portfolio of 73 ATMs in New York City, NY and the surrounding areas. The portfolio had Monthly Gross Profit Income of...

$438,000

$438,000

Cash Flow: $190,603

Amazing Cape Cod 29 ATM Processing Only Route - $139,000

Provincetown, MA

Cape Cod, MA ATM Route ATM Processing business for sale $139,000 for 29 ATMs The easy to operate ATM portfolio of 29 machines is in Cape Cod, MA. With its seasonal nature and operational setup enables...

$139,000

$139,000

EBITDA: $28,224

Amazing Philadelphia 168 ATM Portfolio - $1,750,000

Philadelphia, PA

This amazing Philadelphia route has 168 ATMs in retail and other high-traffic locations such as convenience stores, gas stations, grocery stores, and specialty markets. The Seller provides the...

$1,750,000

$1,750,000

Cash Flow: $592,429

Amazing Chicago ATM Processing Route $74k Net - $315,000

Abbott Park, IL

Chicago, IL - ATM Processing Route - Turnkey ATM portfolio for sale $315,000! This great hands-off ATM portfolio of 115 Processing Only ATMs based out of Chicago with locations in different parts of...

$315,000

$315,000

EBITDA: $73,865

Turnkey Business Consulting Territory

$55,000 - Fort Bend County, TX

$55,000

Fort Bend County, TX

Thomas McKeen

United Franchise Group

Beautiful and Profitable Captive Insurance Agency fully Staffed

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

$1,600,000

Cash Flow: $640,000

Western SC CPA Practice For Sale

South Carolina

• Owner retiring but will be available to assist buyer with transition. • Practice revenues estimated to be around $136,000 for 2026. • Revenues comprised of individual and business tax (68%), monthly...

$150,000

$150,000

Alex Levitan

Pacific Business Exchange

Serving Los Angeles County, CA

Pacific Business Exchange is a full service Financial Intermediary and Business Broker. As such we function as a middleman between Sellers and Buyers of Businesses…both Main Street Enterprises and Middle Market Companies. Affiliated businesses of Pacific Business Exchange include: the law firm of Michael T. Chulak & Associates, including Immigration attorneys focused on packaging various visa types with the purchase of a qualifying business, along with both First Nationwide Accounting Services, and Union America Insurance Agency.

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Mount Prospect/Arlington Heights Area CPA Practice for Sale

Mount Prospect, IL

This well-established, owner-operated CPA firm, located in Mount Prospect/Arlington Heights Area, presents an excellent opportunity to acquire a stable, efficient practice with a loyal client base and...

$125,000

$125,000

Ventura CPA Practice for Sale

Ventura, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte • Approximately 80 individual tax returns with an average fee of $1,260 per return • Approximately 5...

$200,000

$200,000

Cash Flow: $107,500

Zachary CPA Practice for Sale

Zachary, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

$600,000

Cash Flow: $240,000

San Rafael Bookkeeping Practice for Sale

San Rafael, CA

Bookkeeping Practice with Stable, Year-Round Revenue This practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business...

$450,000

$450,000

Cash Flow: $167,164

Consulting & Advisory Franchise – Business Brokerage – Anaheim, CA

Anaheim, CA

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

$59,000

$59,000

Allstate Agency in the Cincinnati, Ohio Area

Clermont County, OH

Price Improvement! Now $699k! Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,720,952 in Written Premium, 2,302 Policies in Force, and an 86.88% retention rate. With...

$699,000

$699,000

Turnkey EA Practice - Eastern Michigan

Michigan

--PRICE REDUCED-- This well-established Enrolled Agent practice represents a strategic acquisition opportunity for certified public accountants, enrolled agents, or accounting firms seeking expansion...

Not Disclosed

Not Disclosed

Cash Flow: $266,822

ELITE Allstate Agency located North of Raleigh, North Carolina

Wake County, NC

This is a rare opportunity to acquire an ELITE Allstate agency located just north of Raleigh in one of the state’s fastest-growing markets. The agency generates $17.6M in written premium with over...

$4,500,000

$4,500,000

Flexible Business Coaching Business

$39,500 - Seattle, WA

$39,500

Seattle, WA

Thomas McKeen

United Franchise Group

CPA Tax Firm for Sale - Tucson, Arizona-$255,000 (virtual operations)

Tucson, AZ

This incredible little firm generates over $225,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant...

$255,000

$255,000

Cash Flow: $239,000

Virtual Phoenix CPA Practice - Specialty in Cost Seg., R&D, 179D

Maricopa County, AZ

Niche specialty firm focusing on 179D, Cost Segregation, and R&D tax credit services Owner is a CPA Established: 2004 Delivery Model: Fully virtual practice; all client meetings conducted via phone or...

$1,400,000

$1,400,000

Cash Flow: $379,000

Fort Walton Beach, Florida-Prime Opportunity: Established Allstate Age

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

$1,800,000

3.3 million Gross 6 ERs and 5 new clients this year

Virginia

Founded in 1984 with a vision to transform healthcare financial operations, this medical billing company has evolved into a trusted partner for healthcare organizations nationwide. When the current...

$3,900,000

$3,900,000

Cash Flow: $600,000

Rutherford County CPA Practice for Sale

Murfreesboro, TN

• The owner is a CPA • This practice was established in 2008 • Software in use includes QuickBooks, Desktop and online - Ultra tax • Approximately $264,000 in annual revenue, via bookkeeping •...

$925,000

$925,000

Cash Flow: $323,807

50+ year Allstate Agency in Northern Illinois

Boone County, IL

This well-established Northern Illinois agency brings over 50 years of history and a strong reputation within its market. The agency generates $9,274,657 in written premium across 4,655 policies in...

$1,700,000

$1,700,000

Accounting Property Tax Audit Firm (Non-Attest) - Knoxville $375k Rev

Knoxville, TN

****SALE PENDING**** This firm offers an exceptional work-life balance with a standard 32-hour workweek and consistent three-day weekends (no Mondays). There is strong growth potential, and the owner...

$500,000

$500,000

Cash Flow: $202,100

Digital Gift Card Marketplace and Prepaid Product Platform

The Company operates a digital marketplace for merchant-branded gift cards and prepaid products. Through a scalable, asset-light technology platform, the business aggregates supply from multiple...

Not Disclosed

Not Disclosed

EBITDA: $3,393,000

Established Provider of Currency Management Solutions

Bexar County, TX

The company specializes in the sale and service of advanced cash-counting systems designed to enhance the efficiency of financial operations. Its product portfolio includes self-service coin counters...

$180,000

$180,000

Cash Flow: $136,000

Allstate Agency in the Finger Lakes region of New York

Monroe County, NY

This Allstate agency, located in the Finger Lakes region of New York, offers a rare opportunity to acquire a high-volume, established book of business with strong retention and significant growth...

$1,050,000

$1,050,000

Scalable Business Consulting Business

$95,000 - King County, WA

$95,000

King County, WA

Juan Montes

United Franchise Group

Allstate Agency in Upstate New York

Monroe County, NY

This upstate New York insurance agency presents an excellent opportunity for a buyer seeking a solid book of business with strong retention and room to scale. Priced at $499K, the agency generates...

$499,000

$499,000

Allstate Agency in Western New York

Monroe County, NY

Located in Western New York, this established insurance agency presents a strong opportunity for growth with $3,050,577 in written premium plus an additional $172,226 through Ivantage. The agency...

$550,000

$550,000

Merchant Processing / Service Provider for Sale

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

$4,050,000

Cash Flow: $412,800

Brevard Tax and Accounting Practice For Sale

Transylvania County, NC

• REDUCED PRICE! • Seller retiring but willing to assist owner in transitioning clients. • Strong cash flow with ~50%+ margins and ~$100K+ in owner benefit after add-backs. • Revenues comprised of...

$230,000

$230,000

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of...

$714,000

$714,000

YouTube Insurance Lead | 38K Subscribers | 2300 Organic Leads

Tampa, FL

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established...

$530,000

$530,000

Cash Flow: $177,383

Tri-Cities Area CPA Practice

Elizabethton, TN

• The owner is a CPA • This practice was established in 1992 • Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks • Approximately $40,000 in annual revenue, via...

$200,000

$200,000

Allstate Agency in Odessa, Texas

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000

$1,400,000

Paul Cheetham

Vanla Group

Serving Orange County, CA

Vanla Group is a boutique mergers & acquisitions advisory firm helping business owners buy and sell companies with confidence. We specialize in the often-overlooked $2M–$20M business segment — founders who are too small for investment banks but too important to be left without expert guidance. Our private network provides 100% confidential, off-market deal access and a hands-on advisory process from valuation through close. We represent both buyers and sellers with equal rigor, sourcing strategic fits that go beyond price — protecting legacies, employees, and communities in the process. We create opportunities for people: Business brokering is fundamentally a people business. Every transaction we manage is life-changing for the owner, their family, and their employees. We don't rush deals — we get them right. We are experts on the process: From pre-sale optimization, bookkeeping, and certified valuations to confidential marketing and negotiations, we guide clients through every milestone with clarity and strategy. Our pre-sale preparation has helped clients achieve sale prices up to 27% above initial estimates. Structuring, negotiating, and closing deals: We understand the psychology of the deal — the emotions, the stakes, and the fine print. We manage all of it so you can experience a smooth, confident exit. It's about knowing the true value of your company: We use multiple valuation methodologies — comparable transactions, discounted cash flow analysis, and market multiples — grounded in real market conditions and recent transaction data in your industry.

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Allstate Agency in the Midland, Texas Area

Midland, TX

This established book of business is located in the Midland, Texas area and includes 1,758 policies in force and generates $6,116,215 in written premium with $513,868.57 in annual revenue. The...

$1,000,000

$1,000,000

22 year Allstate Agency in the Cincinnati, Ohio area

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,563 policies and an impressive 90.97% retention rate, reflecting long-term client relationships and consistent service. The seller is...

$1,700,000

$1,700,000

Established Business Brokerage

$89,000 - San Diego County, CA

$89,000

San Diego County, CA

Judah Dishington

United Franchise Group

Nationally Recognized Philanthropy Advisory Firm

Forsyth County, NC

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm...

$97,500

$97,500

Established Real Estate Settlement & Title services Company

REAL ESTATE INCLUDED

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

$2,100,000

EBITDA: $387,219

REAL ESTATE INCLUDED

$300K (Revenue) Naples, Florida – CPA Tax Practice For Sale

Naples, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help...

Not Disclosed

Not Disclosed

Cash Flow: $242,452

Northeast Albuquerque (Uptown Area), NM CPA Practice for Sale

Albuquerque, NM

Desirably located in the Uptown area of Albuquerque, NM this highly reputable and well-established CPA practice produces annual gross revenue of approximately $419,000. The practice serves a stable,...

$482,000

$482,000

Cash Flow: $275,000

Low-Risk, High-Retention Allstate Book for Sale!

Burlington, VT

Why build from scratch when you can acquire a turnkey wealth-building machine? This PRO-achievement Allstate agency in Chittenden County, VT, offers an established, highly profitable footprint with...

$598,000

$598,000

Strategic Acquisition: National Consulting Platform

Minnesota

Expand Your Firm’s Reach with a Turnkey Strategic Execution Engine An exceptional opportunity is available to acquire a high-performing, national management consulting firm designed for seamless...

$2,500,000

$2,500,000

Cash Flow: $892,464

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$400,000

$400,000

Cash Flow: $109,376

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed197
Asking Price$530,000
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$223,731
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$300,000$530,000$985,000

Market Financial Highlights

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

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$265,000$136,000
Median$485,000$223,731
Upper Quartile$900,000$378,000

Valuation Multiples

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

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.092.02
Median1.252.56
Upper Quartile1.603.36

FAQ's

How much does it cost to buy an Other Financial Service Business?

The median asking price for an established Other Financial Service Business is $530,000, though prices range from under $300,000 to well over $985,000.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $485,000 and owners earn a median of $223,731, which includes the owners salary and any other financial benefits they receive.

How do I value an Other 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 Other Financial Services Businesses, revenue multiples range from 1.09 to 1.60, with a median of 1.25. Earning multiples range from 2.02 to 3.36, with the median at 2.56. This means the typical Other Financial Service Business may ask for around 1.25 times its annual revenue, and 2.56 times its annual owner earnings.

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