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Other Financial Services Established Businesses For Sale

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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

Fast Flexible Financing Company For Sale

Broomfield County, CO

This business offers a unique opportunity in the equipment financing and lending industry, specializing in building relationships with clients and vendors. Leveraging advanced AI technology, it...

$349,995

$349,995

Cash Flow: $205,779

Blue Ridge Mountain CPA Practice For Sale

North Carolina

• REDUCED ASKING PRICE! • 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 of $286,411...

$300,000

$300,000

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

North Raleigh Metro CPA Practice For Sale

Wake County, NC

• VIRTUAL operation possible with seller already working remotely! • Seller is retiring but willing to assist with transition to help ensure a smooth client handoff and retention. • Yearly revenues...

$410,000

$410,000

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

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

Consulting Business– NW Houston & The Woodlands

$55,000 - Houston, TX

$55,000

Houston, TX

Thomas McKeen

United Franchise Group

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

Tom Brubaker

Tam-Bay Mergers & Acquisitions

Serving Hillsborough County, FL

Tam Bay Mergers & Acquisitions is a full service mergers & acquisitions brokerage serving Florida, Texas, Ohio & Michigan. Our President Tom Brubaker has been in the business brokerage, commercial real estate brokerage, and appraisal business since 1990. Our agents are always free to meet your business needs.

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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

Anywhere Austin Area - Accounting Practice For Sale

Williamson County, TX

Well-Established, Diversified CPA Firm | Virtual Office | Up to 90% Financing Available This well-established CPA practice offers a rare combination of stability, flexibility, and growth potential in...

$379,645

$379,645

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

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

Turnkey Business Brokerage

$45,000 - Gwinnett County, GA

$45,000

Gwinnett County, GA

Judah Dishington

United Franchise Group

CPA Practice - Hernando County Florida - $365K Revenue

Hernando County, FL

Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA practice in Hernando County, FL. The owner wishes to...

Not Disclosed

Not Disclosed

Cash Flow: $238,948

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

Florida

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Virtual CPA Practice For Sale – Orlando Florida – $700K+ Revenue – Tax and Bookkeeping Overview ABA Advisors represents this CPA firm located in the...

Not Disclosed

Not Disclosed

Cash Flow: $400,000

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

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

Newton, MA

This business, located in Newton, MA, is a strong opportunity to acquire an established, long-standing practice with a stable client base and consistent revenue stream. With solid profitability, a...

$825,000

$825,000

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

Senior Medical Care Management & Fiduciary Services

Peoria, AZ

Impressive 26-year-old business provides quality and professional care management and fiduciary services in the community. Providing these services in the least restrictive environment and maximizing...

$700,000

$700,000

Cash Flow: $224,908

South Hills - Pittsburgh Area CPA For Sale

Washington County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $360,000! • Service mix is an even balance between tax and...

$430,000

$430,000

Established Business Brokerage – Prime Nashville Market

$67,500 - Nashville, TN

$67,500

Nashville, TN

Judah Dishington

United Franchise Group

Established ELITE Allstate Agency in the Long Island Market

Suffolk County, NY

Located in the highly desirable Long Island market, this Elite agency presents an outstanding opportunity for a buyer seeking a strong, established operation with long-term stability and growth...

$1,200,000

$1,200,000

Allstate Agency Southeast of Cleveland, Ohio

Maple Heights, OH

Located in a growing community southeast of Cleveland, Ohio, this insurance agency presents an excellent opportunity for a buyer seeking an established book of business with strong recurring revenue...

$250,000

$250,000

Established Boutique Tax Preparation Business

Montgomery County, PA

Established boutique tax preparation client base available for acquisition with consistent annual revenue of approximately $25K–$28K and strong historical client retention. This opportunity is ideal...

$50,000

$50,000

Lower Westchester County CPA Practice For Sale

Westchester County, NY

• Seller retiring but would like to work for buyer in practice if needed. • Yearly practice revenue around $610,000! • Revenues comprised of individual and business tax (79%), accounting/bookkeeping...

$825,000

$825,000

West Des Moines, IA CPA Practice for Sale

West Des Moines, IA

This very well-established CPA firm is located in West Des Moines, Iowa and generates annual gross revenues of approximately $1,070,000. Having served the local community for more than 50 years, the...

$1,150,000

$1,150,000

Cash Flow: $330,970

Charleston, WV Area CPA Practice for Sale

West Virginia

This well-established, long-standing CPA practice has been serving the Charleston Area for nearly 40 years, providing high-quality tax, accounting, and bookkeeping services with a strong emphasis on...

$720,000

$720,000

Cash Flow: $282,440

Amazing San Antonio, TX 84 ATM Route - $315,000

San Antonio, TX

This high-performing ATM portfolio is listed for $315,000.00 consists of 98 well-placed ATMs in San Antonio, TX and surrounding areas. Processing Only Income (69 ATMs) - Net Profit of $2,216 / mo...

$315,000

$315,000

Cash Flow: $73,555

Established Allstate Agency in Northern Virginia

Fauquier County, VA

Located in the highly desirable Northern Virginia market, this established insurance agency offers a strong foundation with $2.49M in written premium, 1,236 policies in force, and consistent recurring...

$399,000

$399,000

Phil Neuenswander

First Choice Business Brokers

Serving Salt Lake County, UT

First Choice Business Brokers is the leader in Business Brokerage Sales with offices located all across the country.

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Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000

Palm Desert, CA

Transform your investment into predictable cash flow with this turnkey ATM portfolio delivering $68,000 in annual gross profit from just 4 strategically positioned machines in the thriving Palm Desert...

$195,000

$195,000

Cash Flow: $68,006

Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000

San Francisco, CA

Transform your investment into a proven cash-generating powerhouse with this established 225-ATM portfolio delivering $1,292,000 in annual cash flow across the thriving San Francisco market. You'll...

$3,259,000

$3,259,000

Cash Flow: $1,292,023

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Judah Dishington

United Franchise Group

Established Insurance & Financial Services Agency

Stearns County, MN

*Established niche focus within a professional client segment *Strong recurring revenue model with high client retention *Relationship-driven business with consistent referral activity *Diversified...

$594,000

$594,000

Cash Flow: $170,397

Profitable Tax Practice for Sale l Indianapolis Suburb | $639K

Indiana

Business Description: This well-established and very profitable tax practice located in an Indianapolis suburb is now available for acquisition. The practice generated $639,280 in 2025 revenue across...

$703,208

$703,208

Cash Flow: $220,710

Well-Established CPA Practice - Northern Indiana

Indiana

Business Overview This is a rare opportunity to acquire a well-established, full-service CPA practice in Northern Indiana with a proven track record and a loyal, long-standing client base. With 2025...

$592,507

$592,507

Phelps County CPA Practice For Sale

Phelps County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $495,000! • Service makeup consists of accounting (53%), tax...

$565,000

$565,000

100% Virtual SEC Accounting Practice | No Tax or Audit

Texas

Virtual GAAP & SEC Accounting Practice | 10-K / 10-Q Filing Preparation This fully virtual firm is not a CPA firm but is an accounting firm in the truest sense. The firm does not prepare tax returns...

$490,000

$490,000

Cash Flow: $160,000

Virtual Roseville, California CPA Practice for Sale

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

$1,750,000

Cash Flow: $594,000

Turnkey CPA Practice – Northwest Indiana | $435K Revenue

Indiana

Business Description: This well-established and highly regarded CPA practice located in Northwest Indiana is now available for acquisition. The practice projects $435,550 in 2026 revenue, diversified...

Not Disclosed

Not Disclosed

Cash Flow: $197,594

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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