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Other Financial Services Businesses For Sale

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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

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

Profitable Indy Area Tax Practice Grossing $1.2M

Indianapolis, IN

Grossing $1,290,000 | Up to 90% Bank & Seller Financing Available Turnkey tax practice located in the Indianapolis area is available for sale due to the owner's retirement. The practice has built...

$900,000

$900,000

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

Northeast San Antonio Area Allstate Agency

Schertz, TX

Located in the rapidly growing Northeast San Antonio market, this established Allstate agency has served the community from the same location for more than 30 years, building lasting customer...

$499,000

$499,000

Turnkey Business Consulting Territory

$55,000 - Fulton County, GA

$55,000

Fulton County, GA

Thomas McKeen

United Franchise Group

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

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...

$26,500

$26,500

Michael Meyer, CBI

Benjamin Ross Group

Serving Bergen County, NJ

The Benjamin Ross Group is the most experienced, professional and exclusive business sales, mergers and acquisition firm in the Mid-Atlantic Region. With over 30 years experience, the professional business brokers at Benjamin Ross Group are the experts. We represent well managed businesses, regardless of their size. When making a significant financial decision, you owe it to yourself to....Experience the Professional Difference. For more information, go to: www.BenjaminRossGroup.com

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Rancho Cordova 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

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

St. Cloud Area CPA Practice - $650K+ Revenue

Minnesota

Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary...

$750,000

$750,000

Cash Flow: $302,409

Elbert County CO CPA Practice for Sale

Elbert County, CO

- Well established, two-partner CPA practice - 52% Tax Preparation (51% Individual; 49% Business); 32% Bookkeeping; 13% Payroll; 3% Consulting - Cash flow to owner before potentially duplicate...

$1,460,000

$1,460,000

Profitable CPA Practice for Sale in Cincinnati

Cincinnati, OH

Well-established, highly profitable CPA firm serving the Cincinnati, Ohio area is available for sale due to the owner's upcoming retirement. Up to 90% bank and seller financing available for qualified...

$831,674

$831,674

Cash Flow: $310,496

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue

Kent County, RI

Tax & Accounting Practice, Rhode Island Area, $375,000 Revenue Sellers Discretionary Earnings: ~$220,000 (58% of revenue) Practice Overview • Long established / great reputation • Growth potential •...

$450,000

$450,000

Cash Flow: $220,000

SE of Pittsburgh CPA Practice For Sale

Westmoreland County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • REMOTE OPPORTUNITY with gross revenues for 2026 expected to be $560,000! • The service mix includes...

$665,000

$665,000

Established Business Brokerage

$98,000 - Shasta County, CA

$98,000

Shasta County, CA

Judah Dishington

United Franchise Group

CPA & Tax Practice For Sale - Ft. Wayne Area

Allen County, IN

Grossing $457,239 | Bank & Seller Financing Available for Qualified Buyers This well-established tax and accounting practice has built a loyal, geographically diverse client base over nearly two...

$502,962

$502,962

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

Boise, ID Semi-Virtual CPA Practice for Sale

Boise, ID

This modern, semi-virtual CPA practice in Boise, ID generates approximately $471,000 in revenue to be sold. - Tax-focused practice serving business and individual clients. - Average business client...

$595,000

$595,000

Walnut Creek CA CPA Book of Business for Sale

Contra Costa County, CA

This is an excellent opportunity for an existing CPA or EA firm looking to expand through acquisition. • The owner is a CPA • This established book of business has been serving clients since 2011 •...

$250,000

$250,000

Central North Carolina Virtual Bookkeeping and Tax Practice For Sale

North Carolina

• VIRTUAL PRACTICE! • Owner selling tax and bookkeeping work. Willing to assist buyer as needed for retention purposes. • Revenues comprised of individual and business tax (71%) and...

$375,000

$375,000

High-Performing Tax & Accounting Business in Houston

Houston, TX

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...

$510,000

$510,000

Cash Flow: $220,439

Kennebec County Maine EA Practice for Sale

Kennebec County, ME

Established in 2010, this well-established EA practice offers an exceptional opportunity to acquire a high-volume tax and advisory firm with multiple revenue streams and strong cash flow. Practice...

$990,000

$990,000

Cash Flow: $390,000

Southern Sussex County, NJ CPA Practice for Sale

Sussex County, NJ

This well-established CPA practice is in Southern Sussex County, NJ (with a second office in Morris County) and has annual gross revenue of approximately $800,000. It has proudly served clients...

$975,000

$975,000

Cash Flow: $388,709

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...

$440,000

$440,000

Cash Flow: $93,600

Highly Profitable Tax Practice with Real Estate

Northeastern British Columbia, BC

An exceptional opportunity to acquire a highly profitable, nationally recognized tax franchise generating $1.3 million in annual revenue and normalized Seller's Discretionary Earnings of $470,000...

$1,499,000

$1,499,000

Cash Flow: $470,000

Turnkey Business Consulting Territory

$55,000 - Union County, NJ

$55,000

Union County, NJ

Judah Dishington

United Franchise Group

Albany, OR Tax Practice for Sale

Albany, OR

• The owner is an Oregon LTC • This practice was established in 1960 • Software in use includes Ultra Tax and QuickBooks • Approximately $320,000 in annual revenue, via bookkeeping (58 clients) •...

$950,000

$950,000

Cash Flow: $256,000

Highly Profitable NE Indiana CPA Tax Practice Grossing $300k

Indiana

Highly Profitable Northeast Indiana Tax Practice, Grossing $300,500 Turnkey tax-focused CPA practice with strong cash flow, minimal owner hours, and pre-qualified bank financing available for...

$36,060

$36,060

Chicago Metro Area Audit & Review Clientele For Sale

Lake County, IL

Turnkey audit and review practice available in the Chicago Metro Area, offering a built-in client base for a buyer looking to expand assurance service capacity. The seller is divesting this segment of...

$178,260

$178,260

Tenured $4.3M Allstate Agency – Staffed, Productive & Profitable

Mooresville, NC

Step into a highly profitable, masterfully run insurance agency boasting a $4.3M+ in premium and outstanding performance metrics. Achieving the prestigious PRO Agency Achievement Level, this business...

$650,000

$650,000

High Growth potential Farmers Insurance Agency for Sale

St. Clair County, IL

Elite Farmers Insurance Agency for Sale – Illinois Own an Established Agency with $3 Million in Premium and Elite District Support Take advantage of an outstanding opportunity to acquire a...

Not Disclosed

Not Disclosed

Cash Flow: $285,000

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Beautiful Allstate Agency in Fresno County, established for 11 years

Fresno County, CA

This is an Allstate Agency that handles all types of insurance needs. It has a total of 4 Employees and they are licensed to sell new policies and take care of customer needs. It has been in business...

$735,000

$735,000

Allstate Agency In Orange County Licensed Staff Loss Ratio 34%

Huntington Beach, CA

Established Allstate Insurance Agency Operating Since 1995 This well-established Allstate insurance agency represents a premier opportunity to acquire a profitable operation in Orange County's...

$1,485,000

$1,485,000

Cash Flow: $580,000

Andy Harper

Harper and Company

Serving Travis County, TX

• Valuation & pricing — SDE/EBITDA-based valuations grounded in real financials (P&Ls, POS data, equipment), not rule-of-thumb guesses • Listing preparation — packaging a business to withstand buyer scrutiny and attract qualified interest • Buyer & seller representation — outreach, screening, and negotiation on both sides of a deal • Deal structuring — SBA-eligible deals, seller financing, asset vs. entity sales, and structures suited to cross-border or visa-related buyers (including E-2 compatibility) • Specialized situations — real estate-inclusive deals, manufacturing and NDAA-compliance considerations, multi-location or mobile operations

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Arcadia, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1996 • Software in use includes Lacerte and QuickBooks • Approximately $3,000 in annual revenue, via bookkeeping (2 clients) • Approximately...

$295,000

$295,000

Cash Flow: $141,000

Austin, TX Tax & Accounting Firm For Sale - $840,000 Revenue

Austin, TX

Austin, Texas Tax and Accounting Practice For Sale - $840,000 Revenue - Northwest Texas Sellers Discretionary Earnings: $408,000 (47% of 2025 revenue) Highlights: • Average 1040 fee is over $1,500 •...

Not Disclosed

Not Disclosed

Cash Flow: $408,000

Turnkey Business Brokerage

$55,000 - Oklahoma County, OK

$55,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

CPA Accounting and Tax Practice Grossing $560k - Dayton Area

Montgomery County, OH

Turnkey CPA Practice For Sale, Dayton Area Grossing $560,000 | Up to 90% Bank & Seller Financing Available This well-established CPA practice offers a strong, diversified mix of personal and business...

$616,000

$616,000

Montérégie -Ouest (QC) - Cabinet de CPA à Vendre

Montérégie Ouest, QC

- Excellente occasion d’acquérir un cabinet CPA bien établi depuis 1999, générant des revenus annuels d’environ 650 000 $ (année fiscale 2025). - Situé en Montérégie-Ouest, à moins de 20 minutes de...

$780,000

$780,000

Cash Flow: $416,348

Edmonton, AB CPA, Tax and Bookkeeping Practice for Sale

Alberta

Alan Liverman is pleased to introduce: Established in 1991, this well established CPA practice of 35 years enjoys many long-term relationships with its loyal client base and offers a comprehensive...

$599,000

$599,000

Cash Flow: $275,000

Non-Profit Audit Review Book - New Jersey 500K Revenue

New Jersey

Non-Profit Audit Review Book for sale in New Jersey 50% Remote Nonprofit Audit Book of Business ($500,00 Revenue) – in Central NJ is presented by ABA Advisors LLC - Accounting Firm Business Brokers....

Not Disclosed

Not Disclosed

Cash Flow: $240,707

NE of Kansas City Tax & Accounting Practice For Sale

Missouri

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $160,000! • Personalized and professional service of...

$190,000

$190,000

Warren County CPA Practice For Sale

Missouri

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $700,000! • Services include tax (74%), accounting (17%), and...

$750,000

$750,000

Independent Insurance Agency for sale in Florida

Orlando, FL

Independent insurance agency for sale in Orlando, Florida. The business serves households and closely held businesses throughout Central Florida. Operating as an independent broker rather than a...

$2,400,000

$2,400,000

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed176
Asking Price$575,000
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$226,750
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
For more in-depth sales and profitability data see:

Asking Price

Lower QuartileMedianUpper Quartile
$303,750$575,000$996,250

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$270,029$137,500
Median$485,000$226,750
Upper Quartile$872,250$381,427

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 Quartile1.101.98
Median1.252.54
Upper Quartile1.693.31

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 $575,000, though prices range from under $303,750 to well over $996,250.

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 $226,750, 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 1.10 to 1.69, with a median of 1.25. Earning multiples range from 1.98 to 3.31, with the median at 2.54. This means the typical Other Financial Service Business may ask for around 1.25 times its annual revenue, and 2.54 times its annual owner earnings.

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