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Other Financial Services Businesses For Sale

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Southwestern IL Tax & Accounting Practice for Sale - #IL6399

Illinois

This long-established accounting and tax practice for sale in the heart of Southwestern Illinois generates approximately $986,000 in annual gross revenue. The practice has built a loyal and...

$740,000

$740,000

North of Atlanta Tax 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 $435,000. • Primarily a tax practice with limited annual...

$550,000

$550,000

Well-Established CPA Practice for Sale – Cleveland Suburb, Ohio

Cuyahoga County, OH

This well-established CPA practice has served clients since 1993, offering a comprehensive range of services including live payroll, sales tax, CFO services, bookkeeping, accounting, compiled...

$733,818

$733,818

North Dallas, TX Semi-Virtual CPA Practice for Sale

Dallas, TX

The clients included in this sale are loyal, high-quality, consisting primarily of individuals, professionals and the mix of businesses should continue to provide opportunities for continued growth...

$340,000

$340,000

Tax & Acctg Practice- Long-standing, Turn-key!

Hancock County, ME

This unique and niche Financial Services company started in 1992 and has been going strong for over 30 years! The company provides tax, financial, and consulting services to a wide variety of business...

$390,000

$390,000

Cash Flow: $185,000

Allstate Agency in Tarrant County (Texas)

Tarrant County, TX

Established Allstate agency in Tarrant County generating $751,970 in annual revenue from a $6.4M written premium book. The agency services 2,011 policies-in-force and maintains an 84.69% retention...

$1,300,000

$1,300,000

Lyon County Tax Practice For Sale

Lyon County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $340,000! • Service mix includes tax (84%) and accounting (16%)....

$340,000

$340,000

Virtual Sacramento CA CPA Tax Practice for Sale

Sacramento County, CA

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA • This practice was established in 2003 • Software used is Lacerte • Approximately 185 individual tax returns with an...

$675,000

$675,000

Cash Flow: $225,000

** SALE PENDING ** -- Southwest Colorado CPA Practice for Sale

Colorado

- Solo, tax-focused CPA practice - 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting - Cash flow to owner before potentially duplicate expenses is...

$185,000

$185,000

** SALE PENDING** -- High Plains TX CPA Practice for Sale

Texas

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping - Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes...

$1,020,000

$1,020,000

** Sale Pending** - North Central San Antonio TX CPA Practice for Sale

Bexar County, TX

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business) - Cashflow to the owner before potentially duplicate expenses is...

$1,860,000

$1,860,000

**Sale Pending** -- Northern Colorado Springs CO CPA Practice for Sale

El Paso County, CO

Single-owner CPA practice with a long history in the community 73% Tax Preparation (53% individuals; 47% Businesses); 15% Bookkeeping; 12% Other (Periodic Reports, Payroll Prep, Consulting,...

$720,000

$720,000

San Diego CPA Tax Practice

San Diego County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, Rightworks hosting, and Practice CS • Approximately $32,700 in annual revenue, via payroll (40 clients)...

$675,000

$675,000

Cash Flow: $226,500

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

North Central Wyoming CPA Practice for Sale - #WY6416

Wyoming

This well-established and consistantly growing CPA practice for sale in North Central Wyoming generates approximately $1.1M in annual gross revenues. The desirabel client base is composed largely of...

$975,000

$975,000

SC Low Country VIRTUAL CPA Practice For Sale

South Carolina

• Seller retiring but willing to provide transition support through initial tax season after closing. • 2025 revenue of $186,000 with 2026 estimates around $225,000! • Revenues comprised of individual...

$285,000

$285,000

Fernando Mello, MBA, CBI, CM&AP

Transworld Business Brokers, LLC.

Serving Broward County, FL

Transworld Business Advisors is the world leader in business sales, mergers and acquisitions, commercial real estate, and franchise sales. We are truly an entrepreneur's secret weapon to success! Transworld spends more money marketing businesses for sale than any other business brokerage franchise. Hands down. By successfully selling businesses since 1979, we have developed a robust and unmatched buyer and partner network that helps us complete deals quickly and at the highest level of professionalism. We specialize in finding the right buyers for good businesses. Our extensive network of business brokers and transaction coordinators worldwide boasts 250+ franchise offices and nearly 1000 team members. Because of our size, training, continued education, and communication, our network offers an unequaled distribution of exclusive business sale opportunities. Our team approach to Mergers and Acquisitions and Commercial Real Estate ensures that even the most complex and demanding transactions are executed with five-star proficiency. Whether we represent an acquisition-minded corporation or an adventurous entrepreneur, Transworld Business Advisors is the best option for successful business sales.

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Gananoque/Brockville/Prescott, On., Bookkeeping, Tax and Wealth Firm

Ontario

Presented by Alan Liverman Practice for Sale – Established Bookkeeping,Tax and Wealth Management Firm. This is not a virtual practice and it is recommended that the buyer be located in the same...

$249,000

$249,000

Cash Flow: $150,000

Financial Servies and Cash Advance Business For Sale in Metro NOLA

Louisiana

Sunbelt Business Brokers of New Orleans presents this established financial services business that provides cash advance solutions to a diverse customer base and offers an excellent opportunity to...

$300,000

$300,000

Cash Flow: $100,000

Northwest Union County, NJ Tax Practice for Sale

Union County, NJ

This highly respected Tax Practice located in Northwest Union County, NJ, has created a loyal client community that has continued to grow throughout the years. This scalable opportunity is not only...

$120,000

$120,000

Growing CPA Practice - South Central Kentucky Area

Kentucky

Grossing $207,500 | Bank & Seller Financing Available This is a growing and well-run CPA practice located in south central, serving a diverse client base that includes retail businesses, service...

$207,500

$207,500

Frisco, TX Based Virtual Bookkeeping Practice for Sale

Frisco, TX

This Virtually Operated Bookkeeping Practice for sale in Frisco, TX has annual gross revenues of approximately $224,500. Utilizing efficient, cloud-based systems and a fixed monthly fee subscription...

$330,000

$330,000

Folsom CA CPA Practice for Sale

Folsom, CA

• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...

$2,400,000

$2,400,000

Cash Flow: $708,000

Northeast Texas Near I-30 CPA Practice for Sale

Texas

This well-established CPA practice for sale in Northeast Texas near I-30 has a well-balanced service mix to generate year-round income and is supported by an experienced staff. With no immediate...

$215,000

$215,000

Manufactured Home Brokerage

Clackamas County, OR

This brokerage company has successfully served a niche market for over twenty years providing a full service offering including financing through established lender relationships. The skilled staff...

$625,000

$625,000

Cash Flow: $325,948

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Judah Dishington

United Franchise Group

Seattle Accounting & Tax Firm Seeking Merger Partner / Practice Leader

Seattle, WA

Established Seattle-Area Accounting, Tax & Advisory Practice Acquisition Opportunity An established accounting, tax, and advisory practice serving small and lower-middle-market businesses in the...

$1,000,000

$1,000,000

Cash Flow: $150,000

Well-Established CPA Firm - Cincinnati / Dayton Area

Ohio

Well-Established CPA Practice for Sale - Cincinnati / Dayton Area, Ohio $516,000 Projected Revenue | Up to 90% Financing Available | Turnkey Opportunity This is a well-established, full-service...

$619,200

$619,200

Established and Scalable Virtual Assistant Business

Columbus, OH

The business is offering a strong brand reputation and diverse clientele across multiple sectors. From administrative support to marketing and bookkeeping, this remote-operated business provides...

$540,000

$540,000

Cash Flow: $173,000

Blue Ridge Mountain CPA Practice For Sale

North Carolina

• REDUCED ASKING PRICE TO 1X GROSS! • Seller retiring but willing to assist with transition and available to continue working for one or more tax seasons to support client retention. • Gross revenues...

$286,000

$286,000

Very Profitable Bakersfield, CA 27 ATM Route - $185,000

Bakersfield, CA

This great ATM portfolio in the Bakersfield CA area for $185,000 has well-placed ATMs in a close geographic footprint. This is a very simple business to learn, operate and grow! $74,000 cash flow...

$185,000

$185,000

Cash Flow: $74,188

High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

Southern Westchester Tax Practice For Sale

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

$550,000

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue

Illinois

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue Overview ABA Advisors represents this CPA firm located in a near west suburb of Chicago, just west of Midway Airport. The owner...

Not Disclosed

Not Disclosed

Cash Flow: $239,964

Accounting practice affluent NW suburb of Chicago, Semi-Absentee

Cook County, IL

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

Not Disclosed

Not Disclosed

Cash Flow: $515,000

Middletown, DE Virtual Accounting & Tax Practice for Sale #DE6379

Middletown, DE

This modern, fully virtual accounting and tax practice in Middletown, DE generates revenues to be sold of approximately $205,000 • Fully remote operating model allows for low overhead, operational...

$285,000

$285,000

Consulting Business– NW Houston & The Woodlands

$55,000 - Houston, TX

$55,000

Houston, TX

Thomas McKeen

United Franchise Group

High Profit Accounting Firm in Spokane County

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

$1,300,000

Cash Flow: $416,580

Established ELITE Allstate Agency in the Eastern Dallas Metro

Kaufman County, TX

Located in the rapidly expanding Eastern Dallas metro, this ELITE agency has built a dominant local presence with over $14.1M in premium, nearly 5,000 active policies, and more than $2.16M in revenue....

$3,500,000

$3,500,000

Rive Nord Montréal - Cabinet Comptable à vendre

Quebec

Cabinet comptable établi depuis plus de 15 ans, générant un chiffre d’affaires annuel d’environ 525 000 $, avec une clientèle fidèle et diversifiée composée de PME et de particuliers. Situé à un...

$699,000

$699,000

Cash Flow: $242,936

Las Vegas NV EA Tax & Bookkeeping Practice for Sale

Las Vegas, NV

• Seller prefers the buyer to be a CPA or have a CPA on staff due to preparation of financial statements • This practice was established in 2018 • This is not a virtual practice as 90% of clients meet...

$375,000

$375,000

Cash Flow: $199,000

Established Business Brokerage Franchise Opportunity – North Phoenix

Phoenix, AZ

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the thriving North Phoenix market. Backed by a nationally...

$210,000

$210,000

Rochester (East Side Suburb) Tax and Accounting Practice For Sale

Monroe County, NY

• Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff. • 2025 revenue of $385,000 with 2026 projected around...

$560,000

$560,000

Western Queens Tax and Accounting Practice For Sale

Queens County, NY

• Seller seeking a partial retirement and willing to assist with a smooth transition to help support client retention and continuity. • Consistent revenue base with seller projecting approximately...

$175,000

$175,000

High-End CPA Practice for Sale – Northeast Cincinnati Suburb, OH

Clermont County, OH

Well-Established, High-End Tax Practice | 25+ Years | Bank & Seller Financing Available This well-established CPA practice has been serving a loyal, high-end client base for over 25 years in a...

$118,506

$118,506

Christopher Goebel

Crossroads Advisers

Serving Cuyahoga County, OH

Growing up in an entrepreneurial business founded by his father in 1964, Christopher went from sweeping floors to becoming President & General Manager of Lakefront Lines/Coach USA. Working alongside his father and five siblings, he helped grow our business into a $38.9 million enterprise. Managing the family business through a generational transition, privately-equity ownership, and then to a publicly-traded company, Christopher learned firsthand the challenges of scaling, operating, and exiting a successful business enterprise – and has a passion for sharing the wisdom he has gained in a lifelong career as a visionary and performance-driven executive. In 2016, Christopher founded Crossroads Advisers with a mission: to share lessons learned of the business transition and succession/exiting with other business owners from a Business Owner’s Perspective.

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Individual Tax Practice for Sale – Eastern Houston Suburb, TX

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

$163,000

Blount County Virtual Tennessee CPA Practice

Alcoa, TN

• The owner is a CPA • This practice was established in 1987 • 1% of clients meet with the seller and staff • Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual...

$600,000

$600,000

Cash Flow: $250,000

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Judah Dishington

United Franchise Group

CPA Practice - Hernando County Florida - $365K Revenue

Hernando County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA...

Not Disclosed

Not Disclosed

Cash Flow: $238,948

Virtual CPA Practice Orlando FL – Tax and Bookkeeping $700K+ Revenue

Florida

Virtual CPA Practice For Sale – Orlando Florida – $700K+ Revenue – Tax and Bookkeeping Overview ABA Advisors represents this CPA firm located in the Orlando, FL area. The owner is willing to provide...

Not Disclosed

Not Disclosed

Cash Flow: $400,000

Charlotte Tax Practice For Sale

Mecklenburg County, NC

• Seller retiring; willing to assist buyer with for first few months with client transition. • Yearly practice revenues around $200,000. • Revenues comprised of 100% individual and business tax. •...

$250,000

$250,000

Rocklin (Placer County) California CPA Practice for Sale

Roseville, CA

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern...

$575,000

$575,000

Cash Flow: $251,000

Suffolk County CPA Practice For Sale

Suffolk County, NY

• Seller retiring but willing to work with buyer for as long as they are comfortable. • 2026 gross revenues estimated to be around $1,100,000! • Revenues comprised of individual and business tax...

$1,350,000

$1,350,000

Newton, MA CPA Practice for Sale - Reduced Price!

Newton, MA

We’d like to reintroduce this established CPA tax practice located in the desirable Newton, MA area. Generating approximately $570,000 in gross revenue and now offered at a newly reduced asking price...

$775,000

$775,000

Allstate Agency in Knox County

Knox County, TN

Located in Knox County, Tennessee, this insurance agency presents a strong opportunity for a buyer seeking a well-established, high-performing operation in a growing Southeast region. With over $8.2M...

$1,700,000

$1,700,000

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed196
Asking Price$535,000
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
$299,750$535,000$986,250

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$265,450$140,000
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 Quartile1.102.01
Median1.262.54
Upper Quartile1.633.34

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 $535,000, though prices range from under $299,750 to well over $986,250.

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 $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 1.63, with a median of 1.26. Earning multiples range from 2.01 to 3.34, with the median at 2.54. This means the typical Other Financial Service Business may ask for around 1.26 times its annual revenue, and 2.54 times its annual owner earnings.

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