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Other Financial Services Businesses For Sale

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Edmonton, AB CPA, Tax and Bookkeeping Practice for Sale

Alberta

Alan Liverman is pleased to introduce: Established in 1991, this well established CPA practice of 35 years enjoys many long-term relationships with its loyal client base and offers a comprehensive...

$599,000

$599,000

Cash Flow: $275,000

Non-Profit Audit Review Book - New Jersey 500K Revenue

New Jersey

Non-Profit Audit Review Book for sale in New Jersey 50% Remote Nonprofit Audit Book of Business ($500,00 Revenue) – in Central NJ is presented by ABA Advisors LLC - Accounting Firm Business Brokers....

Not Disclosed

Not Disclosed

Cash Flow: $240,707

NE of Kansas City Tax & Accounting Practice For Sale

Missouri

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $160,000! • Personalized and professional service of...

$190,000

$190,000

Warren County CPA Practice For Sale

Missouri

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $700,000! • Services include tax (74%), accounting (17%), and...

$750,000

$750,000

Independent Insurance Agency for sale in Florida

Orlando, FL

Independent insurance agency for sale in Orlando, Florida. The business serves households and closely held businesses throughout Central Florida. Operating as an independent broker rather than a...

$2,400,000

$2,400,000

Fractional CFO & Tax firm - Tucson, AZ

Tucson, AZ

This is an opportunity to step into an established outsourced accounting and fractional CFO firm in Tucson, Arizona, built over a decade from a single client into roughly $700,000 of recurring...

$708,000

$708,000

Essex County, ON - Turnkey Retail Tax Practice

Ontario

Established retail-style tax practice operating under a recognizable franchise, available for acquisition in the Essex region of Ontario. The practice primarily focuses on personal income tax...

$590,000

$590,000

Cash Flow: $388,703

Central Indiana CPA Practice For Sale Grossing $79k

Indiana

$79,175 Gross Revenue | Outside Bank & Seller Financing Available for Qualified Buyers This well-established CPA practice has served individuals and small businesses throughout Central Indiana for...

$87,092

$87,092

Southlake, TX Based Virtually Operated Audit & Tax Practice

Southlake, TX

This well-established, virtually operated CPA practice in Southlake, TX, has projected annual gross revenue of approximately $334,000. The firm serves a loyal, high-quality client base of...

$400,000

$400,000

Missoula, MT EA Practice for Sale

Missoula, MT

This well-established tax practice for sale in Missoula, MT, generates approximately $107,000 in annual gross revenue. The practice is focused exclusively on tax services, with highly recurring...

$118,000

$118,000

Craighead County CPA Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $198,000! • Service mix includes...

$215,000

$215,000

New London County, Connecticut CPA Practice for Sale

New London County, CT

Established CPA Practice with Strong Recurring Revenue Practice highlights include: • CPA-owned practice established in 1994 • 70% of clients meet with the seller and staff • Software in use includes...

$1,200,000

$1,200,000

Cash Flow: $378,000

New York Virtual Tax Practice (CPA Owned) For Sale

Westchester County, NY

• Fully VIRTUAL practice. No office space to take over. • Seller retiring but willing to work with buyer to transition clients. • Gross revenues of approximately $125,000 for 2026! • Revenues...

$170,000

$170,000

Turnkey Business Brokerage

$55,000 - Oklahoma County, OK

$55,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

East of Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $200,000! • Personalized and professional service of...

$250,000

$250,000

Oakhurst (Madera County) CA CPA Practice for Sale

Madera County, CA

This is an excellent acquisition opportunity for a CPA seeking a profitable practice in a growing area with recurring revenue and a stable client base. Practice Features: • The owner is a CPA • This...

$245,000

$245,000

Cash Flow: $115,000

Jason Dougher

First Choice Business Brokers

Serving Maricopa County, AZ

First Choice Business Brokers is a premier business brokerage firm dedicated to providing exceptional services in facilitating the buying and selling of businesses. With a proven track record and a commitment to excellence, we are the trusted partner for entrepreneurs, investors, and business owners alike. Our team of experienced professionals possesses a deep understanding of the market, industry trends, and the intricacies involved in business transactions. We pride ourselves on delivering personalized solutions tailored to meet the unique needs and objectives of our clients. Whether you're looking to sell your business at the optimal value or searching for the perfect acquisition opportunity, First Choice Business Brokers stands as your guiding force, ensuring a seamless and successful journey towards your goals. Trust, integrity, and expertise define our approach, making us the first choice for all your business brokerage needs.

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Kansas City Tax & Accounting PracticeFor Sale

Jackson County, MO

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $753,000! • Services include tax (64%), accounting (35%), and...

$900,000

$900,000

Virtual CPA Firm Serving KY/OH/IN Clientele

This established virtual accounting and tax practice offers a turnkey opportunity for a buyer seeking a location-independent operation with minimal overhead. The practice serves a loyal, diverse...

$195,975

$195,975

Entity Rich, Semi-Virtual CPA Firm for Sale - Phoenix, Arizona

Phoenix, AZ

The firm derives seventy-seven percent of its revenue from business entities and has regular periodic accounting work as well to help keep cash flow in the green all year long. While the practice...

$420,000

$420,000

Cash Flow: $195,000

West of OKC CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer as need for successful transition. • Yearly gross revenues around $1,350,000! • Revenues comprised of individual and business tax (65%),...

$1,500,000

$1,500,000

Mobile, AL Tax & Bookkeeping Practice- Saved

Mobile County, AL

• The owners are CPAs • This practice was established in 1984 • 50% of clients meet with the seller and staff • Software in use includes QuickBooks, Proseries, MS Office • Approximately $55,000 in...

$675,000

$675,000

Cash Flow: $227,000

Family owned P&C agency. Great book.

Stuart, FL

A family illness has forced the sale of this great property and casualty book. This is a thriving 15-year property and casualty insurance agency that's been lovingly built by a dedicated family....

$399,000

$399,000

Cash Flow: $2,302,994

Audit & Consulting Firm for Sale $3,500,000 Revenue – SW United States

Audit and Consulting Firm for Sale $3,500,000 Revenue – SW United States Overview ABA Advisors represents this audit and consulting firm with a national reputation for excellence in forensic...

Not Disclosed

Not Disclosed

Cash Flow: $1,711,569

Full Service Fiduciary Practice

Yavapai County, AZ

Well, established fiduciary service located in Northern Arizona. Business has been providing quality fiduciary services to Yavapai County since their founding in 1988. Their mission is to provide the...

$700,000

$700,000

Cash Flow: $233,772

Established Business Brokerage Territory

$97,500 - Lexington County, SC

$97,500

Lexington County, SC

Judah Dishington

United Franchise Group

Boston/South Eastern, MA Practice Clients for Sale

Massachusetts

This highly profitable practice with gross revenues of about 90K has remained successful and continued to grow over the years while maintaining a loyal and established client base. As the seller...

$132,000

$132,000

Sandpoint, ID Tax Practice for Sale - #ID6380

Sandpoint, ID

This well-established tax practice for sale in Sandpoint, ID, generates approximately $225,000 in annual gross revenue. The practice serves a diverse mix of business and individual clients across key...

$225,000

$225,000

Allstate Agency in Dallas, Texas

Dallas County, TX

Whether you're looking to expand your existing footprint or step into agency ownership, this established Dallas Allstate agency offers a strong foundation for continued success. Generating more than...

$850,000

$850,000

Real Estate Financial Services Firm

Description: The Company is an institutional-grade provider of underwriting, advisory, and asset management solutions. Integrated across every stage of the real estate asset and transaction lifecycle,...

Not Disclosed

Not Disclosed

EBITDA: $3,003,517

Well-Established CPA Practice - NW Indiana

Porter County, IN

A well-established CPA practice in Northwest Indiana is now available for the right buyer, offering a genuinely diversified revenue base across personal tax, business tax, and accounting services....

$514,125

$514,125

South Central NC CPA Practice For Sale

North Carolina

• Seller retiring; willing to assist with the transition to help maintain client retention and ensure a successful transfer of the practice. • Yearly gross revenues around $600,000! • Revenues...

$720,000

$720,000

Northshore Chicago, IL CPA Practice for Sale

Cook County, IL

This well-established practice for sale in Northshore Chicago, IL, has annual gross revenue of approximately $354,000. Through its decades of service, the firm has amassed a loyal client base and has...

$460,000

$460,000

Saline County CPA Practice For Sale

Saline County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $330,000! • Service mix includes tax (85%) and accounting (15%)....

$375,000

$375,000

Turnkey ATM Business

Des Moines, IA

This Turnkey ATM Business for sale includes 30 well-maintained machines strategically placed around the Des Moines, Iowa, metropolitan area. The convenient locations consist of businesses or locations...

$125,000

$125,000

Cash Flow: $32,543

San Dimas, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in 1996 • Software in use includes Lacerte, QuickBooks, Practice CS, File Cabinet • Approximately $41,100 in annual revenue, via bookkeeping (50...

$650,000

$650,000

Cash Flow: $150,900

Leading Business Brokerage Franchise

$99,000 - San Jose, CA

$99,000

San Jose, CA

Judah Dishington

United Franchise Group

Western Slope CO CPA Practice for Sale

Colorado

- Single-owner CPA practice - 80% Tax Preparation (54% Individual; 39% Business; 7% Other); 20% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 47% of gross revenue -...

$875,000

$875,000

Allstate Agency in Dallas County

Dallas County, TX

Located in Dallas County, Texas, this established insurance agency presents an excellent opportunity for a buyer seeking immediate scale and recurring revenue. The agency generates approximately $6.1...

$1,200,000

$1,200,000

Hospitality Inventory Services

Indianapolis, IN

Established full service inventory business with Restaurant & Bar clients. Owner-operator model with part time employees. This business uses the industry-leading hardware and software solutions along...

$70,000

$70,000

Cash Flow: $66,000

Columbus-Cincinnati, OH - ATM route for sale

Columbus, OH

15 ATM Locations in the Columbus - Cincinnati, OH area - mainly high-end Hotels - making $21,000/yr NET (outside of Gas and time) for sale for $38,800...

$38,800

$38,800

Cash Flow: $21,000

Elite Allstate Agency in Gainesville: $7.3M Premium & Super Retention

Gainesville, FL

***SALE PENDING*** This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous...

$1,490,000

$1,490,000

$310,000 Revenue – Marin County Tax and Accounting Practice

Marin County, CA

Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and profitable and has an outstanding reputation in the community. While helpful, a CPA license is...

$450,000

$450,000

Cash Flow: $203,000

Public Sector & Youth Ad Sales Specialist

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$300,000

$300,000

Cash Flow: $140,000

Regional Municipality of Waterloo Full-Service CPA Client List

Ontario

Alan Liverman is pleased to introduce: The seller is a CPA/CA/LPA and a 50% partner in a full service CPA firm and is selling his/her book of business. The buyer (should be an LPA), has a choice of...

$1,700,000

$1,700,000

Cash Flow: $478,372

Chuck Webber

Cummins-Setters Commercial Partners LLC

Serving Comanche County, OK

In 2018, Kip Cummins and Matt Setters humbly began the CSCP business venture beginning with the Lawton office. Over the past five years we have produced $250 million in transactions, providing services to 25 cities and 13 counties and have over 500,000 sq. ft. of property management space. We have offices in Oklahoma City and Lawton and our team consist of 10 Brokers, 6 Agents and robust admin. staff. Our Team's combined time in the industry equals more than 120 years of experience in leasing, selling, managing and developing commercial properties. We have contacts and relationships with all national Commercial Real Estate Companies.

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North Hills, CA Tax & Bookkeeping Book of Business for Sale

Los Angeles County, CA

• This practice was established in 2000 • Software in use includes Proseries, Revver, Financial Microsystems • Approximately $12,000 in annual revenue, via bookkeeping (10 clients) • Approximately...

$225,000

$225,000

Full-Service Association Administration & Strategic Management Firm

BUSINESS HIGHLIGHTS This outstanding acquisition opportunity is for an established, accredited management firm providing support to membership-based organizations. The Company delivers governance...

Not Disclosed

Not Disclosed

Cash Flow: $495,000

Lucrative Consulting Business

$55,000 - Broward County, FL

$55,000

Broward County, FL

Thomas McKeen

United Franchise Group

Real Estate Brokerage for Sale

Las Vegas, NV

Well-established Las Vegas–based Real Estate Brokerage Company offered for sale. This turnkey operation provides a unique opportunity to acquire a fully licensed, operational brokerage and short-term...

$1,500,000

$1,500,000

Cash Flow: $485,000

CPA Practice for Sale West Palm Beach, FL $760,000 Revenue

Palm Beach County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** PRACTICE OVERVIEW The practice is made up of a combination of individual tax clients (28%), business tax returns (31%), accounting/bookkeeping clients...

Not Disclosed

Not Disclosed

Cash Flow: $341,226

Huntington-Ashland Tri-State Area of WV CPA Practice for Sale

West Virginia

This premier, steadily growing CPA firm has established a strong and respected presence throughout the Huntington-Ashland Tri-State Area of West Virginia and serves a high-quality and well-established...

$2,250,000

$2,250,000

Cash Flow: $440,800

Northwest Charlotte Tax and Accounting Practice For Sale

Mecklenburg County, NC

• Seller is retiring and is willing to assist with the transition through at least one tax season to help ensure client retention and a smooth ownership transfer. • 2026 revenues are projected to...

$450,000

$450,000

Well-Established Tax & Accounting Practice Serving Ind. & Bus. Clients

California

This established tax, accounting, and bookkeeping practice serves both individual and business clients with a broad range of financial services. The firm provides tax preparation, tax planning,...

$1,400,000

$1,400,000

Cash Flow: $320,000

Calabasas, CA CPA Tax Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1994 • 40% of clients meet with the seller and staff • Software in use includes Lacerte • Approximately 335 individual tax returns with an...

$400,000

$400,000

Cash Flow: $203,000

Eastside Seattle CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 1987 • Software in use includes Lacerte and QuickBooks • Approximately 200 individual tax returns with an average fee of $1,465 per return •...

$450,000

$450,000

Cash Flow: $221,000

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed176
Asking Price$575,000
Reported Revenue$485,000
Reported Seller's Discretionary Earnings$226,750
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
$303,750$575,000$996,250

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$270,029$137,500
Median$485,000$226,750
Upper Quartile$872,250$381,427

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 Quartile1.101.98
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 $303,750 to well over $996,250.

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 $226,750, 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 1.10 to 1.69, with a median of 1.25. Earning multiples range from 1.98 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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