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Other Financial Services Businesses For Sale

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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

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

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

Lucrative Consulting Business

$55,000 - Flagstaff, AZ

$55,000

Flagstaff, AZ

Thomas McKeen

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

Rich Gruber

Realtec Business Brokers

Serving Pinellas County, FL

Been in Business since 1952!

Contact Me >

Contact me
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

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

Established Business Brokerage Territory

$71,500 - Belmont County, OH

$71,500

Belmont County, OH

Judah Dishington

United Franchise Group

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

$91,000 - Calloway County, KY

$91,000

Calloway County, KY

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

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

John Bruckner

The McFarland Group

Serving Douglas County, NE

Contact Me >

Contact me
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

Lucrative Consulting Business

$39,500 - Norfolk County, MA

$39,500

Norfolk County, MA

Thomas McKeen

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

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

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed196
Asking Price$530,000
Reported Revenue$480,000
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
$298,000$530,000$977,500

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$137,000
Median$480,000$222,366
Upper Quartile$860,000$376,879

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 Quartile1.102.01
Median1.262.53
Upper Quartile1.613.32

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 $298,000 to well over $977,500.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $480,000 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 1.10 to 1.61, with a median of 1.26. Earning multiples range from 2.01 to 3.32, with the median at 2.53. This means the typical Other Financial Service Business may ask for around 1.26 times its annual revenue, and 2.53 times its annual owner earnings.

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