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Other Financial Services Businesses For Sale

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Twin Cities Tax & Accounting Portfolio - $1.15M Revenue

Minnesota

Opportunity to acquire an established Twin Cities tax portfolio generating approximately $1.15 million in annual revenue. The portfolio includes approximately 1,000 recurring engagements, consisting...

$1,380,000

$1,380,000

Allstate Agency in North Central, Arkansas

Arkansas

This established Allstate agency offers a strong opportunity to step into a well-established book of business with a loyal customer base in North Central Arkansas. The agency generates $480,866.71 in...

$799,000

$799,000

Truist Park Area CPA Practice For Sale

Cobb County, GA

• Seller retiring and available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $365,000. • Year-round service mix includes tax (71%), bookkeeping (15%)...

$455,000

$455,000

Tuolumne County CA CPA Practice for Sale

Sonora, CA

Established Tuolumne County CPA Practice with Excellent Fees and Strong Cash Flow Practice highlights: • The owner is a CPA • Software in use includes Lacerte, Quickbooks, and Clockify • Seller...

$350,000

$350,000

Cash Flow: $123,000

ELITE Allstate Agency | Northeast Dallas

Dallas County, TX

This Elite Allstate agency offers an established operation with significant scale and a strong presence in the Northeast DFW market. The agency generates $2,336,584.50 in annual revenue, before an...

$5,500,000

$5,500,000

Highly Profitable Southern Minnesota CPA Firm – $1.9 Million Revenue

Minnesota

Established full-service CPA firm serving Southern Minnesota with approximately $1.90 million in trailing revenue and $989,000 in seller’s discretionary earnings. The diversified, recurring service...

$3,500,000

$3,500,000

Cash Flow: $988,698

Cherokee County, TX CPA Practice for Sale

Cherokee County, TX

This well-established CPA practice is located in a desirable East Texas community and generates approximately $175,000 in annual gross revenue. The practice has provided quality tax and accounting...

$158,000

$158,000

Edmond CPA Practice For Sale

Oklahoma County, OK

• Seller is retiring and available to assist with a smooth client and staff transition. • 2026 gross revenues estimated at $365,000! • Revenues comprised of individual and business tax (34%),...

$450,000

$450,000

Central North Carolina CPA Practice For Sale

North Carolina

• Seller wishes to continue working for buyer as needed which will help fully support transition of clientele. • 2025 gross revenues of $698,505 with seller estimating 2026 revenues around $700,000! •...

$875,000

$875,000

Madison. AL CPA Practice for Sale

Madison County, AL

• The owner is a CPA • This practice was established in 1996 • 20% of clients meet with the seller and staff • Software in use includes Drake and EasyACCT • Approximately $53,000 in annual revenue,...

$650,000

$650,000

Cash Flow: $279,600

Calgary (AB) CPA, Bookkeeping & Tax Practice

Alberta

Well-established practice consisting of two complementary divisions under the same ownership with combined annual gross revenue of approximately $436,300. CPA Division– Annual Revenue: ~$263,900 ·...

$550,000

$550,000

Saguenay Lac-St-Jean (QC) Cabinet CPA-Auditeur

Quebec

Le cabinet offre une gamme de services professionnels principalement axée sur les missions de certification destinées à une clientèle d'affaires fidèle et bien établie. Les missions d'examen...

$250,000

$250,000

Cash Flow: $131,900

North Hampden County, MA Practice for Sale

Hampden County, MA

This well-established accounting and tax practice located in Hampden County, MA generates approximately $525,000 in gross revenue and has experienced steady growth since its start. With an average...

$630,000

$630,000

Established Business Brokerage Territory

$71,500 - Belmont County, OH

$71,500

Belmont County, OH

Judah Dishington

United Franchise Group

Cameron County Tax & Accounting Practice For Sale

Cameron County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue anticipated at $270,000! • The service mix is a balance of both tax (68%),...

$335,000

$335,000

Mobile, AL Tax & Bookkeeping Firm for Sale

Mobile County, AL

• The owner is a CPA • This practice was established in 1999 • Software in use includes Sage, CFS, ATX • Approximately $111,000 in annual revenue, via bookkeeping (135 clients) • Approximately 210...

$220,000

$220,000

Cash Flow: $120,380

Luis Zavala

Murphy Business Sales Tampa

Serving Hillsborough County, FL

Murphy Business is one of the largest and most successful business brokerage firms in the country with business brokers conveniently located throughout the United States and Canada. The South Tampa, Florida (FL) office provides beneficial connections in Tampa, Brandon, Riverview, Apollo Beach, and throughout Hillsborough County. Choosing to partner with a national business broker provides an advantageous reach of over one hundred offices that have affiliations with National and International Business Brokerage and Merger & Acquisition associations.

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NE of Athens CPA Practice For Sale

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $680,000 with AUM of $18.6M. • Year-round service mix includes...

$860,000

$860,000

Huntington, WV Virtual Tax & Bookkeeping Practice #WV6533

Huntington, WV

This modern, fully virtual accounting and tax practice in Huntington, WV generates approximately $249,000 in annual gross revenue. • Fully virtual, streamlined operating model with low overhead,...

$325,000

$325,000

Central Valley CA (Stanislaus County) CPA Practice for sale

Stanislaus County, CA

Established in 2010, this well-established CPA practice offers an attractive opportunity for a CPA firm seeking a substantial client base with a diversified mix of tax, accounting, payroll, and...

$1,900,000

$1,900,000

Cash Flow: $762,000

Southeast Tulsa CPA Practice For Sale

Tulsa County, OK

• Seller is retiring and is available to assist the buyer with a smooth transition. • 2026 gross revenue expected around $816,000! • Revenues comprised of individual and business tax (44%),...

$1,020,000

$1,020,000

Cumberland County CPA Practice For Sale

Cumberland County, PA

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to increase to approximately $500,000! • Solid book of services including tax (69%),...

$600,000

$600,000

Profitable CPA Practice for Sale – Indianapolis, Indiana Area

Indianapolis, IN

This well-established and highly profitable CPA practice serves a diverse client base throughout the Indianapolis area, with a strong mix of tax compliance, accounting, payroll, and consulting...

$2,764,237

$2,764,237

Fayetteville Tax and Accounting Practice (CPA Owned) For Sale

Cumberland County, NC

• Seller retiring but willing to assist buyer in transitioning ownership. • 2026 revenues to be around $210,000. • Revenues comprised of individual and business tax (88%), accounting/bookkeeping (10%)...

$250,000

$250,000

ELITE Allstate Agency | Northeast DFW

Dallas County, TX

This Elite Allstate agency offers an opportunity to step into an established book of business with strong scale and a proven track record in the Northeast DFW market. The agency generates $1,363,121...

$2,500,000

$2,500,000

Established Business Brokerage Territory

$91,000 - Calloway County, KY

$91,000

Calloway County, KY

Judah Dishington

United Franchise Group

East Tennessee CPA Practice for Sale

Tennessee

• The owner is a CPA • This practice was established in 1995 • Software in use includes Drake, EasyAcct • Approximately $121,100 in annual revenue, via bookkeeping (40 clients) • Approximately $42,800...

$650,000

$650,000

Cash Flow: $338,000

Licensed Investment Advisor and Licensed Insurance Agent

BUSINESS HIGHLIGHTS The Company is a full service financial services and insurance agency offering personal, business, and life insurance. The Company believes in investing for the long term, has over...

Not Disclosed

Not Disclosed

Cash Flow: $365,000

North Arlington, TX CPA Practice for Sale

Arlington, TX

This long-standing CPA practice is conveniently located in North Arlington, TX and has annual gross revenue of approximately $505,000. The practice has served a loyal base of individual and business...

$605,000

$605,000

Cash Flow: $229,190

Northern Idaho (Upper Panhandle) CPA Practice for Sale #ID6531

Idaho

This long-standing practice for sale in Northern Idaho generates approximately $600,000 in annual gross revenue. The practice serves a solid base of business and individual clients across a variety of...

$690,000

$690,000

Tallahassee, FL Area – CPA Practice for Sale – $300K Revenue

Leon County, FL

Tallahassee, FL Area – CPA Practice for Sale – $300K Revenue ABA Advisors represents this CPA practice located in the Tallahassee, FL area. The seller is willing to provide transitional assistance to...

Not Disclosed

Not Disclosed

Cash Flow: $181,528

San Francisco ATM Processing Portfolio - 157 ATMs - $279,000

San Francisco, CA

ATM portfolio for sale $279,000! This amazing hands-off ATM portfolio of 157 Processing Only ATMs in California is such an opportunity. The portfolio has Average Monthly Net Profit Income of $5079.59...

$279,000

$279,000

Cash Flow: $60,955

Greenville Metro Area CPA Practice For Sale

Greenville County, SC

• Owner is retiring and is available to assist with a smooth transition, as mutually agreed. • Seller estimates approximately $260,000 in 2026 gross revenues. • Revenues comprised of individual and...

$325,000

$325,000

ELITE Allstate agency in the Northeast Dallas Area

Dallas County, TX

This Elite Allstate agency offers an exceptional opportunity to acquire a well-established operation with significant scale and a strong presence in the Northeast Dallas market. The agency generates...

$8,000,000

$8,000,000

CPA Firm for Sale - Fairfield County, CT - $775,000 Revenue

Fairfield County, CT

CPA Firm for Sale - Fairfield County, CT - $775,000 Revenue Overview ABA Advisors represents this CPA firm located in eastern Fairfield County, CT. This is a one owner firm where the owner is willing...

Not Disclosed

Not Disclosed

Cash Flow: $373,514

Westmoreland County CPA Practice For Sale

Westmoreland County, PA

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $340,000! • Year-round service of tax (80%) accounting...

$350,000

$350,000

Lucrative Consulting Business

$39,500 - Norfolk County, MA

$39,500

Norfolk County, MA

Thomas McKeen

United Franchise Group

Allstate Agency in Fremont/Marblehead, Ohio

Marblehead, OH

This established Marblehead/Fremont agency offers a strong book of business with 2,670 policies and an impressive 91.22% retention rate, reflecting a loyal and well-established customer base. The...

$599,000

$599,000

Established Business - Ready to Grow!

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $199,000 in dependable recurring revenue from renewals alone,...

$230,000

$230,000

Cash Flow: $80,000

Greater DC Area CPA For Sale

Loudoun County, VA

• Owner retiring but willing to assist buyer through initial tax season to ensure maximum retention. • Gross revenue for 2026 projected around $180,000! • Revenues comprised of individual and business...

$225,000

$225,000

NW Chicago Suburb Accounting Firm Grossing $644k

Cook County, IL

Northwest Chicago Suburb Tax and Accounting Practice For Sale Grossing $644,416 | Up to 90% Bank & Seller Financing Available This well-established Northwest Chicago-area practice offers strong growth...

Not Disclosed

Not Disclosed

Cash Flow: $203,937

Highly Profitable CPA Practice Located In NW Indiana

Indiana

This well-established and highly profitable CPA practice in the Northwest Indiana area is available for sale due to the owner's upcoming retirement. The practice offers solid average fees per client...

Not Disclosed

Not Disclosed

Cash Flow: $330,367

Summit County CO CPA Practice for Sale

Summit County, CO

- Single-owner CPA practice - 78% Tax Preparation (55% Individual; 45% Business); 11% Payroll; 10% Tax Planning; 1% Bookkeeping - Cash flow to owner before potentially duplicate expenses is...

$450,000

$450,000

Mobile, AL CPA Practice for Sale

Mobile County, AL

• The owner is a CPA • This practice was established in 1990 • Software in use includes ProSeries, Peachtree • Approximately $77,400 in annual revenue, via bookkeeping (32 clients) • Approximately 300...

$350,000

$350,000

Cash Flow: $197,300

High Average Fee CPA Tax Practice in Downtown Chicago

Chicago, IL

This well established CPA tax practice in downtown Chicago has built a loyal, recurring client base with very strong average 1040 fees, the average individual return generates over $700. The practice...

$226,192

$226,192

Melissa Hayes

Horizon Commercial Realty Group, KW Commercial

Serving Josephine County, OR

Two decades of experience at work for you!

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Established Individual Tax Practice for Sale - Western Illinois

Knox County, IL

Location: Western Illinois Asking Price: 1.0x Gross Billings Based on Retention Terms: 1/2 to 3/4 down, balance negotiable Reason for Selling: Retirement 2026 Projected Revenue Breakdown Personal Tax...

$113,290

$113,290

Eastern Montgomery County CPA Practice For Sale

Montgomery County, PA

• Owner seeking retirement and available for transitional assistance as agreed with CPA buyer. • 2026 gross revenues to increase to approximately $891,000! • Desirable mix of services including tax...

$1,260,000

$1,260,000

High-Income Potential Business Brokerage – Exclusive Territory

$91,000 - Santa Cruz County, CA

$91,000

Santa Cruz County, CA

Judah Dishington

United Franchise Group

Escondido, CA EA Practice for Sale

San Diego County, CA

• The owner is an EA • This practice was established in 2010 • Software in use includes Crosslink • Approximately $117,840 in annual revenue, via bookkeeping (40 clients) • Approximately $17,320 in...

$425,000

$425,000

Cash Flow: $143,000

Southern Westchester County Audit and Tax Practice For Sale

Westchester County, NY

• Owner is seeking to transition ownership while remaining with the practice, providing exceptional continuity for clients and staff. • Gross revenue projected around $1,000,000 for 2026! • Revenues...

$1,200,000

$1,200,000

Tax and Accounting Practice Bucks County, PA - $173,000 Revenue

Bucks County, PA

Tax and Accounting Practice For Sale - Bucks County, PA - $173,000 Revenue Overview This tax and accounting practice generates an impressive 83% Seller’s Discretionary Earnings (SDE) margin. Located...

$230,000

$230,000

Cash Flow: $143,590

Chico CA CPA Practice for Sale

Butte County, CA

Established in 1995, this well-established CPA practice offers an excellent opportunity for a local CPA or accounting firm seeking to expand its client base. 2026 Projected gross revenue has increased...

$875,000

$875,000

Cash Flow: $275,000

Eureka CA CPA Practice for Sale

Humboldt County, CA

Established Humboldt County CPA Practice – Serving Clients Since 1982 Practice highlights: • The owner is a CPA • Software in use includes Lacerte • Seller prefers a buyer located in Humboldt County...

$475,000

$475,000

Cash Flow: $164,000

Virtual Audit and Tax Practice for Sale – $680,000+ Revenue

Virtual Audit and Tax Practice for Sale – $680,000+ Revenue Overview ABA Advisors represents this fully virtual audit and tax practice with clients all over the United States. The owner wishes to exit...

Not Disclosed

Not Disclosed

Cash Flow: $430,918

East Boulder County CO CPA Practice for Sale

Boulder County, CO

- Single-owner CPA practice in vibrant, growing community - Stable practice in same location for over 35 years - Demonstrated strong revenue growth for several years is expected to continue for 2026...

$900,000

$900,000

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
$299,000$530,000$975,000

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$265,300$133,236
Median$485,000$223,731
Upper Quartile$866,500$371,604

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 Quartile1.092.01
Median1.252.56
Upper Quartile1.573.32

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 $299,000 to well over $975,000.

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 1.57, with a median of 1.25. Earning multiples range from 2.01 to 3.32, 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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