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Other Financial Services Businesses For Sale

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Executive Franchise Opportunity – Business Brokerage | Northern VA

Virginia

Designed for experienced entrepreneurs and executives, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of the most desirable...

$59,000

$59,000

Established Business Brokerage Franchise Opportunity - Philadelphia

Philadelphia, PA

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

$59,000

$59,000

Central Ohio - NE of Columbus Practice for Sale

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

$675,000

Profitable Turnkey Check Cashing Store- Lackawanna County PA

Lackawanna County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$295,000

$295,000

Cash Flow: $133,472

Successful Turnkey Check Cashing Store - Heart of Delco PA

Delaware County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location in a highly populated neighborhood. The staff is reliable and has experience in...

$395,000

$395,000

Cash Flow: $249,379

Turnkey Lucrative Check Cashing Store- New Castle County Delaware

New Castle County, DE

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$495,000

$495,000

Cash Flow: $287,756

Well Established East TN Bookkeeping/Tax Prep Practice

Knoxville, TN

This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the...

$100,000

$100,000

Cash Flow: $52,067

Growing NJ NY Merchant Processing Portfolio - $3,599,000.00

Jersey City, NJ

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,599,000

$3,599,000

EBITDA: $720,000

Amazing NY Merchant Portfolio - $3,600,0000 for $725,000 Net Income

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

$3,600,000

Cash Flow: $725,000

$485,000 Revenue SE Palm Beach County CPA Firm for Sale FL-2103

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Not Disclosed

Cash Flow: $165,605

Allstate Agency in Southwest Central NC

North Carolina

This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...

$749,000

$749,000

Halifax, Nova Scotia, Tax and Small Bookkeeping Practice for Sale

Nova Scotia

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service. Key Highlights:...

$495,000

$495,000

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

$1,100,000

Florida Title Loan Company

$3,900,000 - Winter Park, FL

$3,900,000

Winter Park, FL

$260,000 Revenue – NE Kingdom of Vermont Tax Practice for Sale

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Not Disclosed

Not Disclosed

Cash Flow: $149,481

Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available Excellent opportunity for a CPA or established firm seeking a profitable practice with recurring revenue, an experienced transition partner, and...

$600,000

$600,000

Cash Flow: $250,000

Giti Majdy & Kian Kakavand

Transworld Business Advisors - San Jose South

Serving Santa Clara County, CA

· For over forty years, Transworld has specialized in the sale of businesses · Ranked #1 in the industry by Entrepreneur Magazine every year since 2012 · Maintains an inventory of over 5,000 current and exclusive business listings at any time throughout the system. · Network of over 850 Transworld Brokers working for YOU! · 250+ Offices Worldwide · Working with us gives you access to the largest network, the most experienced team, and the most opportunities when buying or selling a business with us · Over 400,000 buyers in our database, the largest network in the industry! · The Transworld Sales Process has been used to consummate over 15,000 deals. · We spend more $$ marketing our listings than anyone else!

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Well-Established and Profitable Tax & Accounting Practice for Sale

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Not Disclosed

Not Disclosed

Cash Flow: $294,317

Montérégie-Est Cabinet de CPA à vendre

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$395,000

$395,000

Cash Flow: $219,400

NEW PRICE! Allstate Agency in Douglasville, GA

Douglasville, GA

Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...

$1,250,000

$1,250,000

CPA Firm For Sale - Peoria, IL Area

Peoria, IL

Well-Established CPA Firm for Sale – Peoria, Illinois Area Grossing $436,122 | Pre-Qualified for 90%–100% Financing | Retirement Sale This is a well-established CPA practice located in the Peoria,...

$436,122

$436,122

Profitable CPA Firm for Sale – High-Margin, Semi-Cloud-Based Practice

Michigan

Highly Profitable CPA Practice for Sale – Southeast Michigan Grossing $524,353 | 60%+ SDE | Pre-Qualified for 90–100% Financing | Relocation Sale This is a well-established and highly profitable CPA...

$576,788

$576,788

Cash Flow: $309,584

Allstate Agency in Southern Oregon

Grants Pass, OR

This established agency features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an impressive 84% retention rate, supported by a 34%...

$799,000

$799,000

Cash Flow: $269,641

$400,000 Revenue – SW Boston, MA Area CPA Firm for Sale

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Not Disclosed

Not Disclosed

Cash Flow: $295,641

Profitable CPA Practice for Sale – Strong Client Base & Team

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

$346,500

Turnkey Regional Center Business - EB-5 Investment & Real Estate Dev

$350,000 - Orange County, CA

$350,000

Orange County, CA

$750,000+ Revenue - NE Indianapolis, IN CPA Firm for Sale

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Not Disclosed

Not Disclosed

Cash Flow: $390,009

We Buy Ugly Homes franchise, price reduced by 50%, won't last call me

Sandy Spgs, GA

HomeVestors of America/We Buy Ugly Houses HomeVestors is an opportunity to buy houses at deep discounts from motivated sellers. These sellers call our Franchisees every day from our national "We Buy...

$45,000

$45,000

Well-Established CPA Practice for Sale – Grand Rapids, Michigan Area

Grand Rapids, MI

Well-Established CPA Practice for Sale – Grand Rapids, Michigan Area Grossing $1,083,261 | Diverse Service Mix | Up to 90% Financing Available A rare opportunity to acquire a thriving,...

$1,191,587

$1,191,587

Well-Established CPA Firm for Sale – Cleveland Suburb

Cleveland, OH

Priced to Sell Quickly!!! This is a well-established and profitable full-service CPA practice located in a Cleveland suburb, offering an outstanding acquisition opportunity for a CPA, EA, or...

$504,000

$504,000

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

Allstate Agency in Central Alabama

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

$975,000

Cash Flow: $283,000

East of Pittsburgh CPA Practice For Sale

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2026 are expected to settle at $469,000! • The service mix includes tax (68%) and...

$525,000

$525,000

Southwest Ohio - South of Dayton Practice For Sale

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

$895,000

Central Ohio - South of Columbus Practice for Sale

Ohio

• Well established, single owner tax & accounting practice • 67% tax prep, 18% accounting, 15% payroll • High volume with opportunities for price increases • Strong seasonal staff • Tax software used...

$330,000

$330,000

385 kW Arizona Solar Project Under Construction – Long-Term Solar SSA

$1,385,000 - Maricopa County, AZ

$1,385,000

Maricopa County, AZ

Novato CA CPA Tax Practice for Sale

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

Established Allstate Agency – Grossing $900K / Netting $480K

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

$2,500,000

Cash Flow: $480,000

Northeast Ohio - South of Cleveland Practice for Sale

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

$450,000

$270,000 Revenue, Marinette County, WI Tax & Accounting - ABA Advisors

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Not Disclosed

Cash Flow: $170,109

Bellevue, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 2013 • Software in use includes QuickBooks, ATX • Approximately $280,000 in annual revenue, via bookkeeping (50 clients) • Approximately 140...

$650,000

$650,000

Cash Flow: $269,000

Alexandria Tax and Accounting Practice For Sale

Fairfax County, VA

• Seller retiring but willing to assist buyer through initial tax season. • 2025 revenues estimated around $94,000! • Revenues comprised of accounting and write-up (54%), individual and business tax...

$110,000

$110,000

Accounting Firm with 95% Repeat Clients

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

$525,000

Cash Flow: $126,638

North/Central Oregon Coast CPA Practice for Sale

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000

$600,000

Cash Flow: $255,277

Caleb Seegers

Exceptional Business Advisors

Serving El Paso County, CO

Contact Me >

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Amazing Atlanta, GA ATM portfolio - over $105k/year - quick payback!

Atlanta, GA

This Atlanta portfolio currently operates 41 ATMs machines around the Atlanta area. The portfolio in 2024 had ATM Gross Profit after merchant splits of nearly $93,500 of Owned and Loaded ATMs....

$295,000

$295,000

Cash Flow: $106,445

Matthews-Indian Trail Area CPA Practice For Sale

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000

$365,000

Side Hustle or Full Time Bus Cost Reduction w/ BIG Profits from Home!

Michael Stavrinakis

Stavrinakis Franchise & Business Brokerage

North Richland Hills, TX CPA Practice for Sale

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,089,000. Desirably situated within the Mid-Cities area of the...

$1,275,000

$1,275,000

Cash Flow: $424,983

Santa Fe, NM CPA Practice for Sale

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $310,000. Revenue is derived primarily from tax services with strong fees, which make...

$250,000

$250,000

Otsego County Accounting and Tax Practice For Sale

New York

• Seller retiring but willing to work with buyer for extended period to ensure maximum client • retention. • 2025 revenues on par with 2024, around $395,000. • Revenues comprised of individual and...

$450,000

$450,000

Central Nebraska CPA Partnership Practice for Sale

Nebraska

CPA Partnership Opportunity: This is an exceptional opportunity for an experienced CPA to step into a 50% partnership with a premier, well-established CPA firm located in Central Nebraska. Generating...

$950,000

$950,000

Allstate Agency in Northern CA. Elite Status - Active Variable Comp

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

$1,183,700

Calabasas, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

$700,000

Cash Flow: $302,420

Northeastern South Dakota Tax & Bookkeeping Practice for Sale

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

$260,000

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed177
Asking Price$575,000
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$233,772
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
For more in-depth sales and profitability data see:

Asking Price

Lower QuartileMedianUpper Quartile
$310,000$575,000$995,000

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$272,288$140,000
Median$485,000$233,772
Upper Quartile$865,000$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 Quartile1.101.97
Median1.252.54
Upper Quartile1.693.31

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 $575,000, though prices range from under $310,000 to well over $995,000.

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 $233,772, 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 1.69, with a median of 1.25. Earning multiples range from 1.97 to 3.31, with the median at 2.54. This means the typical Other Financial Service Business may ask for around 1.25 times its annual revenue, and 2.54 times its annual owner earnings.

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