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Other Financial Services Established Businesses For Sale

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Market Info
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

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

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

Tax and Accounting Firm - Gloucester, VA Area - $969,000 Revenue

Virginia

Tax and Accounting Practice for Sale - Gloucester, VA Area - $969,000 Revenue Overview ABA Advisors represents this accounting, tax and payroll firm located in the Gloucester County, VA area. The...

Not Disclosed

Not Disclosed

Cash Flow: $225,666

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

Financial Services Referral & Lead Generation Business - #2027

$5,330,000 -

$5,330,000

Larry Lawson

Viking Mergers & Acquisitions

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

Nick Mastrodicasa

Transworld Business Advisors of Alaska

Serving Anchorage County, AK

Forty years in business and growing with over 200 affiliated offices in seven countries. Transworld is a powerful partner to have on your team when you need to divest of or acquire a business interest no matter how big or small. I specialize in confidential intermediary services that connect buyers and sellers or merger candidates based upon sound analysis. Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises, and franchise development. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company or buying a franchise, I offer professional services that have been successfully bringing buyers and sellers together for over 40 years. If your business is on a growth trajectory best described by the statement: “I need to clone myself”, I can help. I offer affordable franchise development consultation allowing you to multiply profits without duplicating effort. Do you want to take your business to the next level? Will it have a generational effect on the well-being of your family and heirs? Do you want to find out?

Contact Me >

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Allstate Agency in Fresno County, 42 years at Location

Fresno, CA

Picture yourself owning a thriving Allstate insurance agency that's been serving Fresno County families since 1957. This isn't just another business opportunity - it's your chance to step into a...

$935,000

$935,000

Cash Flow: $435,000

Tulsa Tax and Accounting Practice (CPA Owned) For Sale

Tulsa County, OK

• CPA owner is retiring and selling their portion of a well-established Tulsa practice, with transition assistance available as needed. • Revenues being sold make up around $615,000! • Revenues...

$785,000

$785,000

Southeast San Antonio TX CPA Practice for Sale

Bexar County, TX

- Two-owner CPA practice - 59% Tax Preparation (54% Business; 46% Individual); 41% Reviews & Compilations - Cashflow to owner before potentially duplicate expenses is 72% - Practice utilizes Lacerte,...

$550,000

$550,000

Vancouver (BC) – 100% Virtual Accounting & Bookkeeping Practice

British Columbia

This 100% virtual accounting and bookkeeping practice, based in north of Vancouver, British Columbia, generates approximately $240,000 in annual recurring revenue. Approximately $204,000 is derived...

$299,000

$299,000

Cash Flow: $140,000

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

Established Business Brokerage Franchise

$69,500 - Hamilton County, TN

$69,500

Hamilton County, TN

Judah Dishington

United Franchise Group

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

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

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

Turnkey Business Brokerage Opportunity

$90,000 - Oklahoma County, OK

$90,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

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

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

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

Athari Advisors

Athari Advisors

Serving Mecklenburg County, NC

What Sets Us Apart Boutique Approach: At Athari Advisors we embrace our boutique status as a strength. It allows us to offer tailored solutions, dedicating personalized attention to each client. Your business journey is unique, and we ensure our services reflect that individuality. Expertise Across Industries: We understand that every business sector is distinct. Our team boasts a diverse range of industry expertise, enabling us to navigate the intricacies of various markets. From retail and hospitality to technology and manufacturing, we have the know-how to guide you. Client-Centric Philosophy: Our clients are at the heart of everything we do. We take the time to listen, understand your goals, and tailor our approach to meet your specific needs. Your success is our success, and we are committed to achieving the best possible outcomes for you. Comprehensive Services: Athari Advisors offers a comprehensive suite of services, covering the entire spectrum of business transactions. Whether you are looking to buy a business, sell your current venture, or explore strategic partnerships or investments, we have the expertise to guide you every step of the way. Our Approach Strategic Guidance: We view every transaction as a strategic opportunity. Our team collaborates closely with clients to develop a customized plan, ensuring that your business goals are not only met but exceeded. Transparent Communication: Open and honest communication is the foundation of our client relationships. We keep you informed at every stage of the transaction process, providing clarity and transparency to empower you to make well-informed decisions. Insights: In a dynamic business landscape, staying informed is key. Athari Advisors leverages up-to-date market insights, trends and to help you mitigate risks, and capitalize on opportunities.

Contact Me >

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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

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

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

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

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

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed182
Asking Price$585,394
Reported Revenue$487,000
Reported Seller's Discretionary Earnings$226,500
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$321,250$585,394$1,000,000

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$273,373$140,000
Median$487,000$226,500
Upper Quartile$942,500$390,009

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 Quartile1.072.01
Median1.232.54
Upper Quartile1.653.31

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 $585,394, though prices range from under $321,250 to well over $1,000,000.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $487,000 and owners earn a median of $226,500, 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 1.07 to 1.65, with a median of 1.23. Earning multiples range from 2.01 to 3.31, with the median at 2.54. This means the typical Other Financial Service Business may ask for around 1.23 times its annual revenue, and 2.54 times its annual owner earnings.

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