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Other Financial Services Established Businesses For Sale

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Beaver County CPA Practice For Sale

Beaver County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to be consistent around $282,000! • Primarily a tax practice with loyal clientele...

$330,000

$330,000

10-Unit Condo Portfolio, Grandfathered Rental Rights, $1,300,000

Broward County, FL

Nobody else can do what this portfolio does. The 55+ community where these units sit has closed off new rentals entirely. These 10 units got in before it closed. That Grandfathered Rental Status...

$1,300,000

$1,300,000

Cash Flow: $51,270

Near Dyersburg, Tennessee (North of Memphis) CPA Practice for Sale

Dyer County, TN

•Accounting and tax practice for sale near Dyersburg, TN (North of Memphis) • Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business / other...

$350,000

$350,000

Upper Cumberland, TN CPA Practice for Sale

Cumberland County, TN

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

$445,000

West of Nashville, Tennessee Tax & Accounting Practice for Sale

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$80,000

$80,000

Kent County, Rhode Island CPA Firm for Sale

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$1,010,000

$1,010,000

Cash Flow: $450,000

Strafford County, New Hampshire Accounting & Tax Practice for Sale

Strafford County, NH

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire • The practice derives its revenue from accounting (approximately 14%), payroll (10%), and...

$300,000

$300,000

Cash Flow: $128,500

North of Hartford, Connecticut Tax Practice for Sale

Hartford County, CT

AVAILABLE AFTER 4/15 • Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for...

$85,000

$85,000

Cash Flow: $56,700

Allstate Agency in Central TX

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,750,000

$4,750,000

Cash Flow: $1,700,000

Consulting Services for Professional Employer Organizations

The offering includes three separate entities working in conjunction: one acts as a brokerage selecting Professional Employer Organizations (PEO); the second provides guidance for wide-ranging...

Not Disclosed

Not Disclosed

EBITDA: $1,686,000

Allstate Agency West Fort Worth, Texas

Fort Worth, TX

This successful, multiple Honor Ring Allstate agency is located in the mega-growth corridor of West Fort Worth and is supported by a highly experienced, well-tenured team. The agency operates with 9...

$3,000,000

$3,000,000

Southwestern Morris County, NJ Tax & Accounting Practice for Sale

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $240,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

$340,000

Cash Flow: $164,444

Allstate Agency in Western/Central Maryland

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$999,999

$999,999

Lucrative Consulting Business

$55,000 - DuPage County, IL

$55,000

DuPage County, IL

Thomas McKeen

United Franchise Group

West Plano, TX CPA Practice for Sale

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $506,000 in annual gross revenue. The practice caters to a diverse and loyal...

$605,000

$605,000

Cash Flow: $250,736

Well Established and Profitable Finance Broker

British Columbia

The company provides third-party financing solutions to leisure product dealers across Western Canada. Acting as an intermediary between retailers and major financial institutions, the Company...

$645,000

$645,000

Cash Flow: $149,168

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Putnam County Tax and Accounting Practice For Sale

Putnam County, NY

• BACK TO AVAILABLE! UPDATED INFORMATION! • Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $800,000! • Revenues comprised...

$1,100,000

$1,100,000

Established Trading Platform for Sale

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$750,000

$750,000

Cash Flow: $206,000

Bryan - College Station CPA Firm For Sale

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 202 gross revenue is estimated to be $1,200,000! • The...

$1,350,000

$1,350,000

Central New Jersey Home Inspection Services

New Jersey

Several remaining protected franchise territories are available in central New Jersey. The franchise was established in 1976. It has been operated by the current owner since 1987 as part of a...

$165,000

$165,000

Cash Flow: $120,000

Prime Opportunity to own an Allstate agency with multi-state footprint

South Carolina

Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate...

$1,490,000

$1,490,000

Saratoga County Tax Practice (CPA Owned)For Sale

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

$120,000

South Philly Check Cashing Store- Great Location & Profitable

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

$325,000

Cash Flow: $140,080

Bibb County CPA Practice For Sale

Bibb County, GA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $145,000! • Service mix includes tax (56%) and accounting...

$170,000

$170,000

Turnkey Business Consulting Territory

$55,000 - Union County, NJ

$55,000

Union County, NJ

Thomas McKeen

United Franchise Group

Small but Well-Known Transactional Law Firm in Growing Niche Specialty

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

$500,000

Cash Flow: $266,581

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

$300,000

Cash Flow: $99,900

SW Houston CPA Practice For Sale

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

$950,000

Eugene, OR CPA Practice for Sale

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

$280,000

Cash Flow: $122,000

$237,500 Revenue – Albuquerque, NM Tax, Accounting & Payroll Practice

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Not Disclosed

Cash Flow: $131,370

Take the Reins of a Trusted, Long-Standing Allstate Book of Business

Indianapolis, IN

Discover a remarkable insurance agency story that began years ago with a vision to serve the Indianapolis community through a trusted, well known brand. This tenured agency has grown from humble...

$540,000

$540,000

Reduced! Fairhope Al Allstate Agency!

Fairhope, AL

Discover a remarkable investment and entrepreneurship opportunity in the heart of vibrant Fairhope, Alabama. This established Allstate agency presents an ideal entry point for aspiring business owners...

$475,000

$475,000

Cash Flow: $282,000

Windsor-Essex Region, ON – Cross-Border Tax & Accounting Practice

Ontario

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, Ontario Serving the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a...

$350,000

$350,000

Cash Flow: $67,122

Virtual San Francisco Bay Area CA CPA Practice for sale

San Francisco County, CA

Highly Profitable Virtual CPA Practice with Balanced Service Mix This virtual, CPA-owned practice, established in 2012, presents an excellent acquisition opportunity with 2025 gross revenue of...

$1,200,000

$1,200,000

Cash Flow: $459,000

Ville de Québec, QC Cabinet de CPA-Audit à vendre

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax firm with a diversified corporate client base and strong recurring revenue stream. Services include taxation,...

$1,695,000

$1,695,000

Cash Flow: $630,000

Turnkey Business Brokerage

$55,000 - Oklahoma County, OK

$55,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

Montréal (QC) Cabinet de CPA-Tenue de livres à vendre

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

$1,050,000

Cash Flow: $379,000

Philadelphia Area (Bucks County) Tax and Accounting Practice

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$720,000

$720,000

Cash Flow: $498,000

NE Georgia Tax Practice For Sale

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2026 revenues are expected to settle at $85,000! • Tax practice focused on individual tax returns with a great...

$95,000

$95,000

Winston-Salem CPA Practice For Sale

Davidson County, NC

• UPDATED INFORMATION AVAILABLE! • Seller willing to transition clients to ensure smooth handoff. • 2026 revenues expected to remain around $175,000! • Revenues comprised of individual and business...

$225,000

$225,000

NW Georgia CPA Practice

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues are estimated to be around $175,000! • Year-round service mix includes a balance...

$200,000

$200,000

Sierra Vista AZ (Tucson area) CPA Tax & Accounting Practice

Cochise County, AZ

Flexible Terms and Sellers Guarantees Available • The owner is a CPA • This practice was established in 1980 • Seller willing to provide support and advise during transition for a year or two •...

$575,000

$575,000

Cash Flow: $191,000

Erie/Niagara County Tax and Accounting Practice For Sale

Niagara County, NY

• Seller retiring but willing to assist buyer as needed with transitioning of clients. • Practice revenues for 2025 projected around $440,000! • Year-round revenue consisting of individual and...

$530,000

$530,000

Rive-Sud de MTL, Cabinet de comptabilité et de fiscalité à vendre

Longueuil, QC

Cabinet bien organisé offrant des services complets en conformité, comptabilité de fin d’année, fiscalité des particuliers et consultation. L’organisation interne est solide, les revenus sont stables...

$860,000

$860,000

Cash Flow: $491,224

Andrew Cagnetta

Transworld Business Brokers

Serving Palm Beach 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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Vancouver CPA Practice for Sale specializing in the film & TV Industry

British Columbia

This is not a virtual practice. Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax,...

$730,000

$730,000

Cash Flow: $259,562

Allstate Agency in Dallas, Texas

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

$850,000

Established Business Brokerage Territory

$97,500 - Lexington County, SC

$97,500

Lexington County, SC

Judah Dishington

United Franchise Group

$ 1.25 Million Revenue NE Indianapolis, IN Accounting & Tax Practice

Indianapolis, IN

This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong relationships with...

Not Disclosed

Not Disclosed

Cash Flow: $507,224

Established Accounting Firm Strong Client Base. Perfect as an Add-On.

Miami-Dade County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

$75,000

Cash Flow: $47,500

South Florida Tax Practice for Sale. Loyal Clients. Easy Transition.

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

$75,000

Cash Flow: $48,000

NEW PRICE! Allstate Agency in Cedartown, GA

Cedartown, GA

This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...

$180,000

$180,000

Montgomery County Tax & Accounting Practice For Sale

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Practice offers a mix of tax and...

$245,000

$245,000

Allstate Agency 35 years at Location Mega Agency

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

$3,411,333

Stock Trading Membership Co | 5 Revenue Sources | 50% Seller Financing

Tampa, FL

SellerForce® presents a prominent Trading Education and funding platform that has quickly become a leader in the Financial Education sector. For the past 15 years, the brand has become renowned for...

$125,000

$125,000

Cash Flow: $52,000

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed163
Asking Price$575,000
Reported Revenue$480,000
Reported Seller's Discretionary Earnings$225,750
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$305,000$575,000$1,062,500

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$273,373$137,500
Median$480,000$225,750
Upper Quartile$925,074$368,723

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 Quartile1.001.88
Median1.272.47
Upper Quartile1.733.25

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 $575,000, though prices range from under $305,000 to well over $1,062,500.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $480,000 and owners earn a median of $225,750, 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 1.00 to 1.73, with a median of 1.27. Earning multiples range from 1.88 to 3.25, with the median at 2.47. This means the typical Other Financial Service Business may ask for around 1.27 times its annual revenue, and 2.47 times its annual owner earnings.

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