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Other Financial Services Businesses For Sale

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ELITE Allstate Agency in Everett, WA

Everett, WA

Located in Everett, Washington, this established ELITE Allstate agency offers a rare opportunity to acquire a well-maintained, 60-year book of business with a strong history of stability. The agency...

$999,000

$999,000

Sacramento CPA Practice

Sacramento County, CA

This well-established practice generates a balanced mix of recurring bookkeeping & financial reporting revenue and tax compliance services, providing stable cash flow and long-standing client...

$800,000

$800,000

Cash Flow: $276,000

NW Georgia CPA Practice For Sale

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues are expected to increase to $685,000! • Service mix includes Tax (59%),...

$875,000

$875,000

Southwest of Fort Worth, TX CPA Practice for Sale

Texas

Located in a highly desirable, growing community Southwest of Fort Worth, TX, this long-standing CPA practice has annual gross revenue of approximately $672,000. It has been serving the area for...

$750,000

$750,000

Cash Flow: $172,042

Established Trading Platform for Sale

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$750,000

$750,000

Cash Flow: $206,000

CPA Practice for Sale – Naperville, IL - $250,000 Revenue

DuPage County, IL

CPA Practice for Sale – Naperville, IL - $250,000 Revenue Overview ABA Advisors represents this CPA practice located in Naperville, IL. The owner wishes to sell the firm but is willing to remain on...

Not Disclosed

Not Disclosed

Cash Flow: $95,899

Established Expense Reduction Business

Atlanta, GA

We are the largest independent cost reduction consulting firm in North America. Our network of consulting offices serves as the outsourced expense reduction specialists for business clients from...

$60,000

$60,000

Cash Flow: $93,000

PASSIVE cash flow commercial lease investment opportunity!

Clark County, NV

Simple PASSIVE CASH FLOW! Own prime real estate master lease with 3 subtenants in top commercial area of Boulder City, NV! Current tenants have excellent payment history. 21% CAP Rate! Master lease in...

$400,000

$400,000

Cash Flow: $93,600

Asheville CPA Practice For Sale

Buncombe County, NC

• Owner is retiring and is available to assist with a transition, as mutually agreed, to help maximize client retention. • Gross revenue for 2026 estimated around $475,000! • Revenues comprised of...

$550,000

$550,000

Stoughton, MA CPA Practice for Sale

Norfolk County, MA

This CPA practice, located in Stoughton, MA, generates approximately $450,000 in annual gross revenues from a loyal base of clients. With approximately 60% of revenue generated from sought after...

$495,000

$495,000

Allstate Agency in Ann Arbor, MI

Ann Arbor, MI

**UP TO 50% SELLERS NOTE** This high-performing Ann Arbor Allstate agency offers a rare opportunity to acquire a well-established book of business. The agency generates more than $480,000 in annual...

$699,000

$699,000

Houston Northwest Tax and Accounting Practice (53% Accounting)

Houston, TX

****SALE PENDING**** PLEASE NOTE: Buyers need to be CPAs who will have a CPA who can take over firm leadership and maintain current location. Highlights: The practice enjoys a collaborative...

$1,950,000

$1,950,000

Cash Flow: $456,000

High Profit Chicago North Shore Area Tax and Accounting Practice

Lake County, IL

****SALE PENDING**** Highlights: • Seller’s Discretionary Earnings of $723,000 (76% of Revenue) • Exceptionally high-profit practice • Located in an affluent area with high-net-worth clients • Strong...

$1,450,000

$1,450,000

Cash Flow: $723,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

Northern VA VIRTUAL Tax Practice (CPA Owned) For Sale

Norfolk City County, VA

• VIRTUAL PRACTICE with clients primarily located in Northern Virginia. • Owner is retiring and is available to assist through the first tax season to help ensure a smooth client transition. • Yearly...

$80,000

$80,000

Pelham, AL CPA Practice for Sale

Shelby County, AL

• The owner is a CPA • This practice was established in 2002 • Software in use includes Drake, QuickBooks, Sage 50 • Approximately $30,000 in annual revenue, via compilations (13 clients) •...

$450,000

$450,000

Cash Flow: $189,700

Eddy A. Dingman

National Acquisitions & Investment Group LLC

Serving Cook County, IL

National Acquisitions & Investment Group LLC is a middle market M&A Firm that specializes in the selling & buying of Specialty Businesses & Properties. We work with investors in building portfolios and the selling of portfolios or certain businesses & properties for individual sellers & buyers.

Contact Me >

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Highly Profitable CPA Tax Practice Located in Popular SW Chicago Burb

Cook County, IL

Grossing $372,203 | Up to 90% Bank & Seller Financing Available | No Fee to Register as a Buyer This well-established CPA practice in a Southwest Chicago suburb offers a strong, diversified revenue...

Not Disclosed

Not Disclosed

Cash Flow: $162,531

CPA Tax Practice Grossing $465k For Sale In Louisville, KY

Louisville, KY

Established CPA practice serving the Louisville metro area, with steady, low-turnover clients and strong growth potential for the right buyer. This practice has built a loyal client base across...

$465,796

$465,796

$3.6 million Gross Hospitals and EMS 3 Clients 60% concentrated

Virginia

This year marks another chapter of remarkable 20% growth with $3.6 million in proforma gross revenue. Clients include 6 emergency rooms, EMS and 5 new client partnerships. Each milestone reflects the...

$3,000,000

$3,000,000

Cash Flow: $600,000

Akron Area CPA Practice Grossing $175k

Ohio

Grossing $175,745 annually. Seller financing terms available for qualified buyers. This well-established CPA practice has served the Akron area for decades, building a loyal client base almost...

$200,349

$200,349

North Bergen County, NJ CPA Practice for Sale

Bergen County, NJ

This well-established, reputable CPA firm located in North Bergen County, New Jersey has built a loyal, high-quality client base consisting of approximately 530 individual clients and more than 160...

$2,900,000

$2,900,000

Established Investor-Focused SaaS Seeking Strategic Acquirer

Florida

A well-established vertical software platform serving investors in private, early-stage companies is available to a strategic or synergistic acquirer. This is not a distressed sale or a lifestyle...

Not Disclosed

Not Disclosed

Cash Flow: $270,000

Entity Rich, Semi-Virtual CPA Firm for Sale - Phoenix, Arizona

Phoenix, AZ

The firm derives seventy-seven percent of its revenue from business entities and has regular periodic accounting work as well to help keep cash flow in the green all year long. While the practice...

$420,000

$420,000

Cash Flow: $195,000

Buffalo Metro Tax and Accounting Practice For Sale

Erie County, NY

• Owner is retiring and is willing to provide transition assistance to help ensure a smooth transfer of client relationships. • Gross Revenue for 2026 estimated around $205,000. • Revenues comprised...

$250,000

$250,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

$499,999

Cash Flow: $1,545,000

High-Margin CPA Firm Located in Far SW Chicago Suburb

Will County, IL

Practice Location: Far Southwest Chicago Suburb Terms: Up to 90% Bank & Seller Financing Available Reason for Selling: Retirement Reference: IL-7632 This established CPA firm serves a loyal,...

Not Disclosed

Not Disclosed

Cash Flow: $555,819

Dallas Area Semi-Virtual CPA Practice for Sale

Texas

This Semi-Virtual CPA Practice located in the booming Dallas, TX Area has annual gross revenues of approximately $1,050,000. Built on an outstanding reputation and a strong referral network, the...

$1,200,000

$1,200,000

Tax and Accounting Firm - Gloucester, VA Area - $969,000 Revenue

Virginia

Tax and Accounting Practice for Sale - Gloucester, VA Area - $969,000 Revenue Overview ABA Advisors represents this accounting, tax and payroll firm located in the Gloucester County, VA area. The...

Not Disclosed

Not Disclosed

Cash Flow: $225,666

Cookeville, TN Tax Practice for Sale

Putnam County, TN

• The owner is an EA • This practice was established in 2020 • Software in use includes Drake • Approximately 656 individual tax returns with an average fee of $110 per return • Approximately 20...

$110,000

$110,000

Cash Flow: $54,000

South of Tulsa CPA Practice For Sale

Oklahoma

• Owner is retiring and willing to assist to ensure a smooth transition for up to six months, as mutually agreed. • Gross revenue for 2026 projected around $235,000. • Revenues comprised of individual...

$285,000

$285,000

High Rockies Colorado Practice for Sale

Colorado

- Single-owner tax preparation & bookkeeping practice - 75% Tax Preparation (66% Individual; 27% Business; 7% Other); 25% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 21%...

$450,000

$450,000

Allstate Agency in Bangor, Maine

Bangor, ME

Take advantage of a rare opportunity to acquire a well-established insurance agency in the Bangor area as the owner prepares for retirement. This agency generates more than $843,000 in annual revenue...

$1,250,000

$1,250,000

Rancho Cordova (Sacramento area) CA CPA Tax Practice

Sacramento County, CA

Established in 1989, this well-established CPA practice presents an excellent opportunity for an established firm looking to expand its tax practice or for a sole practitioner seeking to acquire a...

$225,000

$225,000

Cash Flow: $141,000

Tulsa Tax and Accounting Practice (CPA Owned) For Sale

Tulsa County, OK

• CPA owner is retiring and selling their portion of a well-established Tulsa practice, with transition assistance available as needed. • Revenues being sold make up around $615,000! • Revenues...

$785,000

$785,000

Consulting Business– NW Houston & The Woodlands

$55,000 - Houston, TX

$55,000

Houston, TX

Thomas McKeen

United Franchise Group

Southeast San Antonio TX CPA Practice for Sale

Bexar County, TX

- Two-owner CPA practice - 59% Tax Preparation (54% Business; 46% Individual); 41% Reviews & Compilations - Cashflow to owner before potentially duplicate expenses is 72% - Practice utilizes Lacerte,...

$550,000

$550,000

Vancouver (BC) – 100% Virtual Accounting & Bookkeeping Practice

British Columbia

This 100% virtual accounting and bookkeeping practice, based in north of Vancouver, British Columbia, generates approximately $240,000 in annual recurring revenue. Approximately $204,000 is derived...

$299,000

$299,000

Cash Flow: $140,000

Canton Area CPA Practice Grossing $175k

Stark County, OH

This well-established CPA practice serves a loyal, highly retentive client base, with roughly 70% of clients having been with the practice for more than 10 years. Approximately 90% of the client base...

$201,261

$201,261

Three Location Four CPA Firm

Travis County, TX

For 25 years, Robnett CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic individual tax management and accounting...

$3,000,000

$3,000,000

EBITDA: $450,000

Madisonville, TN CPA Practice for Sale

Monroe County, TN

• The owner is a CPA • This practice was established in 2003 • Software in use includes Drake and QuickBooks • Approximately $52,300 in annual revenue, via bookkeeping (23 clients) • Approximately 970...

$290,000

$290,000

Cash Flow: $71,470

Easy to Manage ATM Processing route - 68 ATMs $209,000

Gordon Lakes, NJ

This HANDS OFF New Jersey portfolio of 68 ATM machines is based in and around NJ and the surrounding areas. Easiest ATM operation! No Loading ATMs, no Cash to fill the ATMs, just monitor and help...

$209,000

$209,000

Cash Flow: $42,708

North Bay CA Bookkeeping Practice for Sale

Sonoma County, CA

Established North Bay Bookkeeping Practice with Strong Recurring Revenue • Approximately $800,000 in annual bookkeeping revenue from 130 clients • Owner currently works approximately 8 hours per week...

$960,000

$960,000

Cash Flow: $260,000

Lacey, WA Tax & Bookkeeping Practice for Sale

Thurston County, WA

• The owner is an LTP • This practice was established in 2019 • Software in use includes QuickBooks, ProSeries, MyTaxPrep • Approximately $50,000 in annual revenue, via bookkeeping (37 clients) •...

$230,000

$230,000

Cash Flow: $89,900

Jessica Gaul

Total Transitions LLC

Serving Oakland County, MI

Total Transitions helps business owners navigate the process of buying and selling businesses and commercial real estate. We pride ourselves on maintaining a vast network of professionals to help our clients with all of their business needs throughout the buying and selling process.

Contact Me >

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White Mountain Region, New Hampshire CPA Tax Practice for Sale

Grafton County, NH

• The owner is a CPA • This practice was established in 2010 • Software in use includes UltraTax, QuickBooks • Approximately $128,000 in annual revenue • Approximately 115 individual tax returns with...

$150,000

$150,000

Cash Flow: $89,000

Huntington Beach, CA Tax Practice for Sale

Orange County, CA

• The owner is an EA • This practice was established in 1990 • Software in use includes Lacerte and QuickBooks • Approximately 980 individual tax returns with an average fee of $344 per return •...

$460,000

$460,000

Cash Flow: $106,762

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Judah Dishington

United Franchise Group

Established $1M+ Full Service CPA Firm - NW Chicago Suburb

Cook County, IL

Grossing $1,062,500 annually | Up to 90% bank and seller financing available for qualified buyers This well-established, full-service CPA practice offers a strong acquisition opportunity for a CPA,...

$1,221,875

$1,221,875

Cash Flow: $473,553

Long-Established Firm Providing Unbiased Insurance Expertise

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

$670,000

Cash Flow: $240,000

North Central Texas CPA Practice for Sale

Texas

This long-standing, esteemed CPA practice in North Central Texas has projected gross revenues of approximately $1,745,000. The practice serves a diverse client base, including businesses, business...

$1,745,000

$1,745,000

Farmers Insurance Agency in South Alabama - Near Gulf Coast Beaches

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

$180,000

Seller Financing - Mobile Phone Store with Money services

Warren, MI

Popular mobile phone brand with best value in the market. Very well loved in the area very little immediate completion in the area of same brand and only competitor is a nearby Metro PCS retail...

$27,500

$27,500

Los Angeles, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in YEAR • Software in use includes Lacerte • Approximately 1,470 individual tax returns with an average fee of $300 per return • Approximately 30...

$650,000

$650,000

Cash Flow: $360,425

Central Pennsylvania CPA Practice For Sale

Pennsylvania

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to increase around $300,000! • Primarily a bookkeeping practice with tax (30%)...

$335,000

$335,000

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$222,366
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$295,000$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$133,118
Median$485,000$222,366
Upper Quartile$886,500$372,559

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 Quartile1.081.98
Median1.252.55
Upper Quartile1.603.32

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 $295,000 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 $222,366, 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 1.08 to 1.60, with a median of 1.25. Earning multiples range from 1.98 to 3.32, with the median at 2.55. This means the typical Other Financial Service Business may ask for around 1.25 times its annual revenue, and 2.55 times its annual owner earnings.

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