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Other Financial Services Established Businesses For Sale

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Local Income Tax Service for Sale

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

$360,000

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent around $200,000! • The service mix includes tax (82%),...

$240,000

$240,000

Cash Flow: $132,000

Profitable Direct Lending & Real Estate Investments Services

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

$1,100,000

Cash Flow: $505,330

Coastal South Carolina CPA Practice for Sale

Horry County, SC

• Seller changing careers. Willing to assist buyer as much as possible with transition. • 2024 revenues estimated to be around $110,000! • Revenues comprised of tax (86%) and accounting (14%)...

$125,000

$125,000

Cash Flow: $65,000

CPA Firm for sale

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000

$125,000

20+ Years Tax, Accounting, Book Keeping Firm

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

$180,000

Cash Flow: $47,804

Clinton Twp, MI CPA Practice for Sale

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

$1,080,000

Cash Flow: $1,058,000

Redding, CA CPA Practice for Sale - Available after 4/15

Shasta County, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via...

$315,000

$315,000

Cash Flow: $112,800

Established Agency For sale

Fenton, MO

Established Farmers Insurance Agency for sale in the Fenton/ Valley Park area. Owner willing to assist with the transition process. 800K Premium Insurance Agency Location: Fenton MO Office- Leased...

$115,000

$115,000

Cash Flow: $41,000

Durham NC CPA Practice for Sale

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

$550,000

Southwestern SC Accounting and Tax Practice for Sale

Aiken County, SC

• Owner looking to retire and will be available for transitional help as agreed with buyer. • Great location with a reputation in the community that brings in constant referrals. • 2023 gross revenues...

$285,000

$285,000

Brazoria County, TX CPA Firm for Sale

Brazoria County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2023 gross revenues to be around $285,000. • Service mix comprised of tax (94%) and accounting (6%). •...

$325,000

$325,000

$1.1M EBITDA In-House Financing Auto Dealership

Minnesota

Minnesota

Allstate Agency in NE Illinois

Cook County, IL

Don't miss out on this Pro level, on pace to be Elite, $2.5M Allstate book with great retention and growth! This agency shows great growth and is primed for even more growth under the right owner....

$430,000

$430,000

North Central Nebraska CPA Practice for Sale

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $195,000. The firm is proudly operated by the seller and...

$170,000

$170,000

Cash Flow: $117,930

Gregory Barnes

Dynasty Business Advisors

Serving Mecklenburg County, NC

Dynasty Business Advisors partners with buyers and sellers to create lasting opportunities for entrepreneurship, business ownership, and generational wealth building. We offer specialized business advisory services tailored to each client. We guarantee that you will receive personalized strategies and guidance that align with your unique goals and challenges, whether you are selling or buying a business or in the succession planning process.

Contact Me >

Contact me
Very Strong Bronx, NY ATM Portfolio - 100 ATMs - $600,000

Brooklyn, NY

This portfolio currently operates 75 ATM machines, primarily with location agreements. The route is showing ATM Average Gross Profit of approximately $22,000/mo in 2023. The route is based in the...

$600,000

$600,000

Cash Flow: $145,000

Insurance Agency for Sale

Jefferson County, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

$300,000

$300,000

Cash Flow: $198,639

Oakland, CA EA Practice for Sale

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

$1,200,000

Cash Flow: $454,000

Fruitland, ID CPA Practice for Sale

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

$345,000

Cash Flow: $225,720

Northeast Georgia Tax and Accounting Practice for Sale

Georgia

• Owner is available for transitioning as agreed with buyer. • NEW FINANCIALS AVAILABLE! • 2025 gross revenues are estimated to be around $250,000! • Service mix includes tax (70%) and accounting...

$270,000

$270,000

Southwest of Asheville NC CPA Practice for Sale

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

$575,000

North Central Wyoming Tax Practice for Sale

Wyoming

This established, and steadily growing tax practice is located in a booming North Central Wyoming community with loyal, quality clients that should continue to provide referrals and opportunities for...

$295,000

$295,000

NE of Pittsburgh PA CPA Firm for Sale

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $110,000. • Service mix includes tax (84%), accounting (12%),...

$115,000

$115,000

Cash Flow: $68,000

Rare Opportunity: 20-Year Track Record ATM Portfolio Available

$1,700,000 - Mobile County, AL

$1,700,000

Mobile County, AL

Northwest Oklahoma City OK CPA Practice for Sale

Oklahoma County, OK

• UPDATED INFORMATION NOW AVAILABLE! • Owner looking to sell a portion of their practice and will be available for transitional help as agreed with buyer. • 2024 revenues arounf $1.1MM! • Service mix...

$1,125,000

$1,125,000

Southwest Charlotte SC Metro Accounting and Tax Practice for Sale

South Carolina

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2023 gross revenues to be around $140,000!! • Service mix includes tax (93%), accounting (6%), and other...

$185,000

$185,000

Cash Flow: $83,000

Novato CA CPA Practice for Sale

Novato, CA

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...

$800,000

$800,000

Cash Flow: $344,000

Jefferson County AR Accounting and Tax Practice

Pine Bluff, AR

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be around $45,000! • Service mix includes tax (92%) and accounting (8%). • Turn-key...

$55,000

$55,000

Highly Profitable Idaho-based Gold and Silver Business

Idaho

Hedge your investment portfolio with a lucrative precious metals shop operating both in-person and online. In operation for many years, the establishment is built on excellent customer service and...

$3,800,000

$3,800,000

Southern Colorado CPA Practice For Sale

Colorado

- Single-owner CPA practice - 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll - Cash flow to owner is 39% of gross revenue - Significant opportunity for...

Not Disclosed

Not Disclosed

Cash Flow: $134,160

Norman, OK Area Tax and Accounting Practice for Sale

Norman, OK

• UPDATED FINANCIALS!! • 2022 gross revenues of $270,000! • Service mix includes tax (58%) and accounting (42%). • Staff available if needed by the buyer after closing. • Very strong owner cash flow!...

$290,000

$290,000

Cash Flow: $200,000

Very Profitable Life Insurance Settlement Business For Sale In Texas

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

$5,500,000

Cash Flow: $2,100,000

Commercial Brokerage - Established - Profitable - Home Based

Mesa, AZ

Commercial Brokerage Business For Sale. Consistent Profitability and Sales Revenues for more than a decade, 95% Home Based, easily relocatable, designed as a simpler profitable operation with low...

$78,000

$78,000

Cash Flow: $93,000

Business Broker - Austin/Dallas/FtWorth /SA /Corpus Christi

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000

$150,000

Cash Flow: $100,000

Credit Card processing portfolio for sale. Easy to run

$290,000 - Los Angeles, CA

$290,000

Los Angeles, CA

Buy or Sell an Other Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed159
Median Asking Price$500,000
Median Reported Revenue$461,000
Median Reported Seller's Discretionary Earnings$224,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$285,000$500,000$1,050,000

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$250,630$128,482
Median$461,000$224,000
Upper Quartile$940,000$392,340

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 Quartile0.991.82
Median1.212.42
Upper Quartile1.783.08
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

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 $500,000, though prices range from under $285,000 to well over $1,050,000.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $461,000 and owners earn a median of $224,000, 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 0.99 to 1.78, with a median of 1.21. Earning multiples range from 1.82 to 3.08, with the median at 2.42. This means the typical Other Financial Service Business may ask for around 1.21 times its annual revenue, and 2.42 times its annual owner earnings.

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