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Other Financial Services Businesses For Sale

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Market Info
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

Essex County, ON - Turnkey Retail Tax Practice

Ontario

Established retail-style tax practice operating under a recognizable franchise, available for acquisition in the Essex region of Ontario. The practice primarily focuses on personal income tax...

$590,000

$590,000

Cash Flow: $388,703

Southlake, TX Based Virtually Operated Audit & Tax Practice

Southlake, TX

This well-established, virtually operated CPA practice in Southlake, TX, has projected annual gross revenue of approximately $334,000. The firm serves a loyal, high-quality client base of...

$400,000

$400,000

Craighead County CPA Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $198,000! • Service mix includes...

$215,000

$215,000

New London County, Connecticut CPA Practice for Sale

New London County, CT

Established CPA Practice with Strong Recurring Revenue Practice highlights include: • CPA-owned practice established in 1994 • 70% of clients meet with the seller and staff • Software in use includes...

$1,200,000

$1,200,000

Cash Flow: $378,000

East of Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $200,000! • Personalized and professional service of...

$250,000

$250,000

Oakhurst (Madera County) CA CPA Practice for Sale

Madera County, CA

This is an excellent acquisition opportunity for a CPA seeking a profitable practice in a growing area with recurring revenue and a stable client base. Practice Features: • The owner is a CPA • This...

$245,000

$245,000

Cash Flow: $115,000

Kansas City Tax & Accounting PracticeFor Sale

Jackson County, MO

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $753,000! • Services include tax (64%), accounting (35%), and...

$900,000

$900,000

Virtual CPA Firm Serving KY/OH/IN Clientele

This established virtual accounting and tax practice offers a turnkey opportunity for a buyer seeking a location-independent operation with minimal overhead. The practice serves a loyal, diverse...

$195,975

$195,975

Seamless Success: Take the Lead of PRO achievement Allstate agency!

Charlotte, NC

***PRICE IMPROVEMENT*** WAS: $1,200,000 NOW: $1,125,000 Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted...

$1,125,000

$1,125,000

West of OKC CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer as need for successful transition. • Yearly gross revenues around $1,350,000! • Revenues comprised of individual and business tax (65%),...

$1,500,000

$1,500,000

Mobile, AL Tax & Bookkeeping Practice- Saved

Mobile County, AL

• The owners are CPAs • This practice was established in 1984 • 50% of clients meet with the seller and staff • Software in use includes QuickBooks, Proseries, MS Office • Approximately $55,000 in...

$675,000

$675,000

Cash Flow: $227,000

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

Audit & Consulting Firm for Sale $3,500,000 Revenue – SW United States

Audit and Consulting Firm for Sale $3,500,000 Revenue – SW United States Overview ABA Advisors represents this audit and consulting firm with a national reputation for excellence in forensic...

Not Disclosed

Not Disclosed

Cash Flow: $1,711,569

Accounting (CPA) Firm South of Madison Now Available!

Dane County, WI

Looking to expand your Accounting and Tax practice into southern Wisconsin? This full-service Accounting (CPA) firm based in Dane County, Wisconsin, provides tax preparation, bookkeeping, and payroll...

$450,000

$450,000

Cash Flow: $223,731

SEAN LINCH

Paragon Acquisitions International

Serving San Diego County, CA

As a forward-thinking Business Brokerage headquartered in California, Paragon Business Brokers distinguishes itself through a depth of knowledge, astute insights, and a commitment to fostering successful transactions. https://www.paragonacquisitionsintl.com Our specialization is centered around CONFIDENTIAL BUSINESS SALES and MERGERS & ACQUISITIONS, both within the United States and across international markets. This focused approach equips our brokers with a nuanced understanding of the prevailing market dynamics, empowering them to provide tailored solutions that address the unique needs of sellers and buyers. At Paragon, we serve as a comprehensive resource for all your brokerage needs, providing you with the guidance and support essential for navigating the intricacies of the transaction process. Our team is comprised of dedicated professionals, each a full-time Business Broker or Agent with a wealth of expertise in the realm of CONFIDENTIAL BUSINESS SALES and MERGERS & ACQUISITIONS. Collaborating with a Paragon Broker means engaging with a seasoned professional who is well-versed in the nuances of both selling and buying procedures. Your journey with us is marked by a commitment to your objectives and a steadfast dedication to achieving a successful outcome. Choose Paragon for a partnership rooted in knowledge, integrity, and a genuine commitment to your success.

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Full Service Fiduciary Practice

Yavapai County, AZ

Well, established fiduciary service located in Northern Arizona. Business has been providing quality fiduciary services to Yavapai County since their founding in 1988. Their mission is to provide the...

$700,000

$700,000

Cash Flow: $233,772

Boston/South Eastern, MA Practice Clients for Sale

Massachusetts

This highly profitable practice with gross revenues of about 90K has remained successful and continued to grow over the years while maintaining a loyal and established client base. As the seller...

$132,000

$132,000

Sandpoint, ID Tax Practice for Sale - #ID6380

Sandpoint, ID

This well-established tax practice for sale in Sandpoint, ID, generates approximately $225,000 in annual gross revenue. The practice serves a diverse mix of business and individual clients across key...

$225,000

$225,000

Allstate Agency in Dallas, Texas

Dallas County, TX

Whether you're looking to expand your existing footprint or step into agency ownership, this established Dallas Allstate agency offers a strong foundation for continued success. Generating more than...

$850,000

$850,000

Real Estate Financial Services Firm

Description: The Company is an institutional-grade provider of underwriting, advisory, and asset management solutions. Integrated across every stage of the real estate asset and transaction lifecycle,...

Not Disclosed

Not Disclosed

EBITDA: $3,003,517

Well-Established CPA Practice - NW Indiana

Porter County, IN

A well-established CPA practice in Northwest Indiana is now available for the right buyer, offering a genuinely diversified revenue base across personal tax, business tax, and accounting services....

$514,125

$514,125

South Central NC CPA Practice For Sale

North Carolina

• Seller retiring; willing to assist with the transition to help maintain client retention and ensure a successful transfer of the practice. • Yearly gross revenues around $600,000! • Revenues...

$720,000

$720,000

Northshore Chicago, IL CPA Practice for Sale

Cook County, IL

This well-established practice for sale in Northshore Chicago, IL, has annual gross revenue of approximately $354,000. Through its decades of service, the firm has amassed a loyal client base and has...

$460,000

$460,000

Lucrative Consulting Business

$55,000 - Flagstaff, AZ

$55,000

Flagstaff, AZ

Thomas McKeen

United Franchise Group

Saline County CPA Practice For Sale

Saline County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $330,000! • Service mix includes tax (85%) and accounting (15%)....

$375,000

$375,000

Turnkey ATM Business

Des Moines, IA

This Turnkey ATM Business for sale includes 30 well-maintained machines strategically placed around the Des Moines, Iowa, metropolitan area. The convenient locations consist of businesses or locations...

$125,000

$125,000

Cash Flow: $32,543

San Dimas, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in 1996 • Software in use includes Lacerte, QuickBooks, Practice CS, File Cabinet • Approximately $41,100 in annual revenue, via bookkeeping (50...

$650,000

$650,000

Cash Flow: $150,900

Western Slope CO CPA Practice for Sale

Colorado

- Single-owner CPA practice - 80% Tax Preparation (54% Individual; 39% Business; 7% Other); 20% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 47% of gross revenue -...

$875,000

$875,000

Allstate Agency in Dallas County

Dallas County, TX

Located in Dallas County, Texas, this established insurance agency presents an excellent opportunity for a buyer seeking immediate scale and recurring revenue. The agency generates approximately $6.1...

$1,200,000

$1,200,000

Hospitality Inventory Services

Indianapolis, IN

Established full service inventory business with Restaurant & Bar clients. Owner-operator model with employee for counting. This business uses the industry-leading hardware and software solutions...

$125,000

$125,000

Cash Flow: $85,000

$310,000 Revenue – Marin County Tax and Accounting Practice

Marin County, CA

****SALE PENDING**** Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and profitable and has an outstanding reputation in the community. While...

$450,000

$450,000

Cash Flow: $203,000

A Rare Opportunity to Lead a Top-Tier Triangle Insurance Agency

Chapel Hill, NC

***PRICE IMPROVEMENT*** WAS: $1,450,000 NOW: $1,250,000 Opportunities of this caliber rarely hit the open market. Step into a high-performing, PRO-achievement Allstate agency in the heart of "Blue...

$1,250,000

$1,250,000

Regional Municipality of Waterloo Full-Service CPA Client List

Ontario

Alan Liverman is pleased to introduce: The seller is a CPA/CA/LPA and a 50% partner in a full service CPA firm and is selling his/her book of business. The buyer (should be an LPA), has a choice of...

$1,700,000

$1,700,000

Cash Flow: $478,372

North Hills, CA Tax & Bookkeeping Book of Business for Sale

Los Angeles County, CA

• This practice was established in 2000 • Software in use includes Proseries, Revver, Financial Microsystems • Approximately $12,000 in annual revenue, via bookkeeping (10 clients) • Approximately...

$225,000

$225,000

Established Business Brokerage Territory

$71,500 - Belmont County, OH

$71,500

Belmont County, OH

Judah Dishington

United Franchise Group

CPA Practice for Sale West Palm Beach, FL $760,000 Revenue

Palm Beach County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** PRACTICE OVERVIEW The practice is made up of a combination of individual tax clients (28%), business tax returns (31%), accounting/bookkeeping clients...

Not Disclosed

Not Disclosed

Cash Flow: $341,226

Huntington-Ashland Tri-State Area of WV CPA Practice for Sale

West Virginia

This premier, steadily growing CPA firm has established a strong and respected presence throughout the Huntington-Ashland Tri-State Area of West Virginia and serves a high-quality and well-established...

$2,250,000

$2,250,000

Cash Flow: $440,800

Bitcoin OTC Desk - $300K EBITDA/Month

Austin, TX

This established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based,...

Not Disclosed

Not Disclosed

Cash Flow: $810,016

A Legacy of Excellence. A Future of Exceptional Growth.

Alpharetta, GA

Acquire a Multi-Million Dollar Infrastructure: 2026 PRO Allstate Agency with $9.8M+ Book Opportunities to acquire an insurance asset of this scale, performance tier, and operational maturity are rare....

$2,200,000

$2,200,000

Northwest Charlotte Tax and Accounting Practice For Sale

Mecklenburg County, NC

• Seller is retiring and is willing to assist with the transition through at least one tax season to help ensure client retention and a smooth ownership transfer. • 2026 revenues are projected to...

$450,000

$450,000

Calabasas, CA CPA Tax Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1994 • 40% of clients meet with the seller and staff • Software in use includes Lacerte • Approximately 335 individual tax returns with an...

$400,000

$400,000

Cash Flow: $203,000

Eastside Seattle CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 1987 • Software in use includes Lacerte and QuickBooks • Approximately 200 individual tax returns with an average fee of $1,465 per return •...

$450,000

$450,000

Cash Flow: $221,000

$7.3M EBITDA Auto Finance Platform in South Carolina

REAL ESTATE INCLUDED

South Carolina

This established consumer finance platform represents a premier investment opportunity in the automotive finance sector, featuring over 10 years of continuous operations and generating $7.3 million in...

Not Disclosed

Not Disclosed

EBITDA: $7,301,000

REAL ESTATE INCLUDED

Tim Gunsten

The Exit Company

Serving San Diego County, CA

The Exit Company is a business brokerage firm dedicated to helping small and middle-market business owners sell on their terms. We specialize in businesses with annual revenues between $1 million and $25 million — the segment where owners deserve institutional-quality representation but too often don't get it. Founded by entrepreneurs who have sat on the seller's side of the table, we built The Exit Company to be the firm we wished we'd had during our own exits. We know what it feels like to hand over something you've built. That perspective drives everything we do, from valuation through closing. We focus on the sale of your business so you can focus on what comes next. Our process is built around three principles: integrity, communication, and efficiency. You'll always know where your deal stands. We move quickly without cutting corners. And we protect the terms that matter most to you - not just the headline price. Whether you're ready to go to market today or planning an exit five years from now, we partner with you at every stage: opinion of value, exit preparation, confidential marketing, buyer qualification, negotiations, due diligence, and closing. Headquartered in Carlsbad, California. Serving sellers nationwide.

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** Sale Pending** -- Parker CO CPA Practice for Sale

Parker, CO

- Single-Owner CPA practice just outside of Denver, CO - 69% Tax Preparation (47% Individual; 50% Business; 3% Trust/Estate); 31% Bookkeeping - Cashflow to the owner before potentially duplicate...

$325,000

$325,000

Central Labrador (NL) - Established Franchise

Newfoundland and Labrador

•An established franchise is available in Central Labrador, NL, offering a rare opportunity to acquire a well-established tax preparation business with a strong recurring client base and consistent...

$399,000

$399,000

Cash Flow: $134,250

Established Business Brokerage Territory

$91,000 - Calloway County, KY

$91,000

Calloway County, KY

Judah Dishington

United Franchise Group

Fast-growing energy consulting company with government contracts

Washington

Works with US Government and industrial organizations to implement and support strategic energy management systems. Owner’s day to day: is 5-6 hrs/day supervising and servicing customers along with...

$3,000,000

$3,000,000

Cash Flow: $654,084

Allstate Agency in the Corpus Christi Area

Corpus Christi, TX

Established insurance agency serving the Corpus Christi area with approximately $2.67 million in total written premium, including a strong windstorm portfolio, and generating $268,621 in annual...

$540,000

$540,000

Northwest Richmond Metro CPA Practice For Sale

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2026 revenues expected around $320,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

$375,000

York County CPA Practice For Sale

York County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be $525,000! • Service mix includes tax (88%) and bookkeeping (12%)....

$630,000

$630,000

North Bay, ON. CPA, Tax and Bookkeeping Practice for Sale.

Ontario

Alan Liverman is pleased to introduce: • Established in 1991, this experienced and respected CPA practice offers a comprehensive suite of income tax and bookkeeping services tailored to both...

$449,000

$449,000

Cash Flow: $165,000

NW of Kansas City CPA Practice For Sale

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $540,000! • Service mix includes tax (77%) and accounting (23%)....

$625,000

$625,000

Raleigh CPA Practice For Sale

Wake County, NC

• UPDATED FINANCIALS AVAILABLE! • Seller is retiring but is willing to assist the buyer with a smooth transition of clients. • 2026 revenues are projected to exceed $725,000. • Well-established CPA...

$895,000

$895,000

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed195
Asking Price$540,000
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$540,000$987,500

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$265,900$140,080
Median$485,000$223,731
Upper Quartile$879,750$379,000

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 Quartile1.102.02
Median1.262.56
Upper Quartile1.643.35

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 $540,000, though prices range from under $300,000 to well over $987,500.

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 1.10 to 1.64, with a median of 1.26. Earning multiples range from 2.02 to 3.35, with the median at 2.56. This means the typical Other Financial Service Business may ask for around 1.26 times its annual revenue, and 2.56 times its annual owner earnings.

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